Wealth Client Service Associate

TD Bank Group; Quebec; Hybrid; CAD 43,000 - 57,000; Full time

Job summary

TD Private Wealth Management seeks a PIA Client Service Associate to support Investment Advisors with administrative tasks and client communications. You will prepare materials for client meetings, generate reports, and assist with onboarding and referrals.

A bilingual candidate with 1–2 years in banking or administration is preferred, and CIRO licensing is expected within six months. Based in Québec, this role offers front-line client service with a focus on accuracy, confidentiality, and

Qualifications

• Bilingual (English & French) with ability to communicate across clients and staff.
• 1–2 years of banking, administrative, or related experience preferred.
• Willingness to pursue CIRO licensing within six months.

Responsibilities

• Prepare documentation and provide updates to Investment Advisors for client meetings.
• Create client account reports and mentor clients on products and services; identify referrals.
• Accept/create leads and ensure referral coding; submit marketing materials for approval.
• Maintain client information packages and marketing materials; ensure compliance with documentation.

Skills

Bilingual (English & French)

1–2 years experience

Strong communication

Education

Undergraduate degree or college diploma

Tools

CIRO licensing process

Job description

TD Private Wealth Management seeks a PIA Client Service Associate to support Investment Advisors with administrative tasks and client communications. You will prepare materials for client meetings, generate reports, and assist with onboarding and referrals.

A bilingual candidate with 1–2 years in banking or administration is preferred, and CIRO licensing is expected within six months. Based in Québec, this role offers front-line client service with a focus on accuracy, confidentiality, and