Wealth Client Services Associate

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

Job summary

TD Private Wealth Management in Thunder Bay seeks a dedicated PIA Client Service Associate to provide administrative support to Investment Advisors and assist with client communications and meeting preparation.

You will handle leads, generate reports, ensure compliance, and support marketing materials while delivering a high standard of client service to TD's high-value clients in a collaborative environment.

Qualifications

• Undergraduate degree or community college diploma preferred.
• Licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).
• 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields.
• Strong communication skills with the ability to build relationships, confidentiality, and work independently.
• Knowledge of wealth management and/or operations is an asset.
• Knowledge of investment products is an asset.

Responsibilities

• Prepare documentation and provide updates to Investment Advisors in preparation for client meetings.
• Create reports for analysis of client accounts and communicate with customers to provide guidance on products and services.
• Accept/create leads and ensure correct referral coding administration.
• Submit marketing pieces for approval and maintain client information packages.

Skills

Strong communication

Relationship building

Independent work

Confidentiality

Education

Undergraduate degree or college diploma

Job description

TD Private Wealth Management in Thunder Bay seeks a dedicated PIA Client Service Associate to provide administrative support to Investment Advisors and assist with client communications and meeting preparation.

You will handle leads, generate reports, ensure compliance, and support marketing materials while delivering a high standard of client service to TD's high-value clients in a collaborative environment.