Wealth Client Service Associate — Advisor Support

TD; Markham; On-site; CAD 43,000 - 57,000; Full time

Job summary

TD is seeking a PIA Client Service Associate in Markham, Ontario to support Investment Advisors with client meetings and account servicing.

You will prepare documents, create client reports, and help identify referral opportunities while maintaining compliance and confidentiality in a fast-paced wealth management team. A strong communicator with relationship-building skills is essential for success.

Qualifications

• Undergraduate degree or community college diploma preferred.
• Must be licensed as an Investment Representative (IR) with CIRO.
• 1–2 years of relevant banking or administrative experience.
• Strong communication skills and ability to build relationships discreetly.
• Knowledge of wealth management and investment products is an asset.

Responsibilities

• Prepare documentation and provide updates to IAs for client meetings.
• Create reports for client accounts and identify referral opportunities.
• Accept/create leads and ensure correct referral coding.
• Submit marketing pieces for approval and assemble client information packages.
• Adhere to compliance requirements and maintain account documentation.
• Provide high level client service via phone, mail and email interactions.
• Deliver the 'gold standard' client experience in every interaction with the team.

Skills

Strong communication

Relationship building

Confidential work

Wealth management knowledge

Investment products knowledge

Education

Undergraduate degree or diploma

Job description

TD is seeking a PIA Client Service Associate in Markham, Ontario to support Investment Advisors with client meetings and account servicing.

You will prepare documents, create client reports, and help identify referral opportunities while maintaining compliance and confidentiality in a fast-paced wealth management team. A strong communicator with relationship-building skills is essential for success.