Wealth Client Services Associate (Commission-Eligible)

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

Job summary

TD Private Wealth Management seeks a PIA Client Service Associate to deliver specialized administrative support to Investment Advisors and teams, ensuring accurate client documentation and timely updates for meetings. You will communicate with clients, prepare reports, and help grow referral opportunities while maintaining strict compliance standards.

Ideal candidates have an undergraduate degree or diploma, 1–2 years in banking or admin roles, and a solid ability to build relationships with

Qualifications

• Undergraduate degree or community college diploma preferred.
• Licensed as an Investment Representative (IR) with CIRO.
• 1–2 years of relevant banking or administrative experience.
• Strong communication skills and ability to build client relationships.

Responsibilities

• Provide administrative support to Investment Advisors and teams.
• Prepare documentation and updates for client meetings and accounts.
• Maintain client information packages and ensure compliance of documentation.
• Deliver high‑level client service via phone, email, and in person.

Skills

Communication skills

Relationship building

Confidentiality

Independent work

Administrative support

Education

Undergraduate degree or community college diploma preferred

Job description

TD Private Wealth Management seeks a PIA Client Service Associate to deliver specialized administrative support to Investment Advisors and teams, ensuring accurate client documentation and timely updates for meetings. You will communicate with clients, prepare reports, and help grow referral opportunities while maintaining strict compliance standards.

Ideal candidates have an undergraduate degree or diploma, 1–2 years in banking or admin roles, and a solid ability to build relationships with