Wealth Client Services Specialist

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

Job summary

TD Private Wealth Management in Mississauga, Ontario, is seeking a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors and colleagues, helping deliver a high standard of client service.

You will prepare documentation for meetings, generate client account reports, manage leads and referral coding, and ensure compliance with account documentation and marketing materials. The role offers growth within TD's wealth management platform.

Qualifications

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

Responsibilities

• Prepare documentation and provide updates to IAs prior to client meetings.
• Create reports analyzing client accounts and identify referral opportunities.
• Accept/create leads and ensure correct referral coding.
• Submit marketing pieces for approval and maintain client materials.
• Adhere to compliance and manage documentation for accounts and marketing.
• Provide high level client service via phone, mail and electronic enquiries.
• Deliver the 'gold standard' client experience in every interaction.
• Support team by sharing updates and status with colleagues.

Skills

Communication skills

Relationship building

Team collaboration

Attention to detail

Education

Undergraduate degree or college diploma

Job description

TD Private Wealth Management in Mississauga, Ontario, is seeking a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors and colleagues, helping deliver a high standard of client service.

You will prepare documentation for meetings, generate client account reports, manage leads and referral coding, and ensure compliance with account documentation and marketing materials. The role offers growth within TD's wealth management platform.