Wealth Client Services Associate - Private Wealth

TD

Winnipeg

On-site

CAD 43,000 - 57,000

Full time

9 days ago

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Job summary

TD Private Wealth Management seeks a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team. You will interact with clients and branch staff, handling documentation and facilitating wealth management services.

The role emphasizes accuracy, regulatory compliance, and a client-first mindset in a fast-paced, high-value environment within TD Wealth.

Qualifications

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

Responsibilities

Prepare documentation and updates for Investment Advisers before client meetings.
Create reports analyzing client accounts and advise on products and services.
Accept and record leads with correct referral coding.
Submit marketing pieces for approval and assemble client information packages.
Adhere to compliance and account documentation standards.
Provide high levels of client service via phone, email, and in-person interactions.
Deliver the highest standard of client experience with the team and clients.
Follow policies and manage risk in daily operations.
Collaborate with team and keep colleagues informed of status and progress.