Wealth Client Service Associate - Bilingual FR/EN

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

Job summary

TD Private Wealth Management in Québec seeks a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team, handling client communications and meeting preparation while delivering a high standard of service to high‑value clients.

The role emphasizes accuracy, regulatory compliance, and collaboration with colleagues; bilingual English and French proficiency is required, along with 1–2 years in banking or admin experience and an undergraduate degree or

Qualifications

• Bilingual proficiency in English and French is required.
• 1–2 years of relevant banking or administrative experience.
• Undergraduate degree or college diploma preferred.
• Strong communication skills and ability to build client relationships.

Responsibilities

• Prepare documentation and updates for Investment Advisors prior to client meetings.
• Create client account analyses and communicate product guidance to clients.
• Accept leads, ensure correct referral coding, and manage marketing material.
• Ensure compliance with account documentation and regulatory requirements.
• Provide high level client service across phone, email, and in-person inquiries.
• Support team to deliver a high‑quality client experience.
• Maintain risk-management practices and keep colleagues informed.
• Collaborate to improve team performance and client outcomes.
• Act as a team member and share status updates.

Skills

Bilingual proficiency English-French

Strong communication skills

Client service mindset

Education

Undergraduate degree or college diploma

Job description

TD Private Wealth Management in Québec seeks a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team, handling client communications and meeting preparation while delivering a high standard of service to high‑value clients.

The role emphasizes accuracy, regulatory compliance, and collaboration with colleagues; bilingual English and French proficiency is required, along with 1–2 years in banking or admin experience and an undergraduate degree or