Wealth Client Services Associate

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

Job summary

TD Bank Group in Markham, Ontario, seeks a PIA Client Service Associate to deliver high-level support to Investment Advisors and high-value clients in wealth management. You will prepare documentation, analyze client accounts, and identify referral opportunities while maintaining compliance and delivering exceptional service.

The role requires an undergraduate degree or diploma, CIRO IR licensing, and 1–2 years in banking or related fields, with strong communication and relationship-building

Qualifications

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

Responsibilities

• Prepare documentation and provide updates to Investment Advisors for client meetings.
• Create reports analyzing client accounts and identify referral opportunities.
• Accept/create leads and ensure accurate referral coding.
• Submit marketing pieces for approval and maintain client information packages.
• Adhere to compliance requirements and account documentation; maintain materials.
• Provide high-level client service via phone, mail, and electronic inquiries.
• Deliver the 'gold standard' client experience in every interaction and manage own workload.
• Participate as a team member and keep colleagues informed about status and progress.

Skills

Attention to detail

Strong communication

Relationship building

Independent work

Education

Undergraduate degree or diploma

Job description

TD Bank Group in Markham, Ontario, seeks a PIA Client Service Associate to deliver high-level support to Investment Advisors and high-value clients in wealth management. You will prepare documentation, analyze client accounts, and identify referral opportunities while maintaining compliance and delivering exceptional service.

The role requires an undergraduate degree or diploma, CIRO IR licensing, and 1–2 years in banking or related fields, with strong communication and relationship-building