Wealth Client Service Associate — Bilingual EN/FR

The Toronto-Dominion Bank (Canada); Quebec; On-site; CAD 43,000 - 57,000; Full time

Job summary

TD Private Wealth Management is seeking a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team of Advisors. You may also correspond with clients and branch staff to support client meetings and ongoing service.

The role requires bilingual English and French, 1–2 years of related banking/administrative experience, and CIRO licensing. You will help prepare materials, manage referrals, and ensure compliance while delivering a high-standard client

Qualifications

• Undergraduate degree or college diploma preferred.
• Bilingual English & French required.
• Licensed as Investment Representative (IR) with CIRO required.
• 1–2 years of relevant banking/administrative experience.

Responsibilities

• Prepare documentation and updates for Investment Advisors before client meetings.
• Create client account reports and identify referral opportunities.
• Submit marketing pieces for approval and manage client information packages.
• Adhere to compliance and maintain account documentation and marketing materials.
• Provide high level client service via phone, email, and in person when needed.
• Deliver consistent, high-standard client experience with team and clients.

Skills

Bilingual English-French

Strong communication

Relationship building

Education

Undergraduate degree

Job description

TD Private Wealth Management is seeking a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team of Advisors. You may also correspond with clients and branch staff to support client meetings and ongoing service.

The role requires bilingual English and French, 1–2 years of related banking/administrative experience, and CIRO licensing. You will help prepare materials, manage referrals, and ensure compliance while delivering a high-standard client