Wealth Client Services Associate

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

Job summary

TD Private Wealth Management in Victoria, BC is seeking a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors and manage client information with accuracy and confidentiality.

The role requires an undergraduate degree, CIRO Investment Representative license, and 1–2 years of relevant experience, plus strong communication to build relationships and deliver high-quality service.

Qualifications

• Undergraduate degree or community college diploma preferred.
• Licensed as Investment Representative (IR) with CIRO.
• 1–2 years of relevant banking or administrative experience.
• Strong communication and relationship-building abilities.
• Knowledge of wealth management is an asset.
• Knowledge of investment products is an asset.

Responsibilities

• Prepare documentation and provide updates for Investment Advisors in preparation for client meetings.
• Create reports analyzing client accounts and identify referral opportunities.
• Accept/create leads and ensure correct referral coding administration.
• Submit marketing pieces for approval and compile client information packages.
• Adhere to compliance requirements and handle new and existing account documentation and marketing materials.
• Provide a high level of client service via phone, mail and electronic inquiries.
• Deliver the 'gold standard' client experience and manage own workload with discretion.
• Adhere to policies and risk management practices.
• Use insights to improve individual and team performance for clients.

Skills

Communication skills

Relationship building

Independent work

Confidentiality

Education

Undergraduate degree

Job description

TD Private Wealth Management in Victoria, BC is seeking a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors and manage client information with accuracy and confidentiality.

The role requires an undergraduate degree, CIRO Investment Representative license, and 1–2 years of relevant experience, plus strong communication to build relationships and deliver high-quality service.