Wealth Client Services Associate

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

Job summary

TD Private Wealth Management in Markham, Ontario, is seeking a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors on diverse assignments, prepare documentation for client meetings, and maintain compliance with account and marketing materials.

You will deliver the gold standard client experience, respond to inquiries, create reports, manage referral opportunities, and support the team with onboarding and information packages.

Qualifications

• Undergraduate degree or college diploma required.
• Licensed as Investment Representative with CIRO.
• 1–2 years related banking/administrative experience.
• Strong communication and relationship-building skills.
• Knowledge of wealth management is a plus.

Responsibilities

• Provide dedicated administrative support to an Investment Advisor or team of Advisors.
• Prepare documentation and updates for client meetings.
• Create reports for client account analysis and referrals.
• Submit marketing pieces for approval and maintain client information packages.
• Deliver high level client service and adhere to compliance requirements.

Skills

Communication

Relationship building

Confidentiality

Independent work

Education

Undergraduate degree or college diploma

Job description

TD Private Wealth Management in Markham, Ontario, is seeking a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors on diverse assignments, prepare documentation for client meetings, and maintain compliance with account and marketing materials.

You will deliver the gold standard client experience, respond to inquiries, create reports, manage referral opportunities, and support the team with onboarding and information packages.