Wealth Management Client Associate

TD; Montreal (administrative region); On-site; CAD 43,000 - 57,000; Full time

Job summary

TD Private Wealth Management in Montréal, QC is seeking an Investment Representative to support Wealth Advisors with client meetings, reporting, and referral generation. The role involves compliance, account documentation, and delivering high‑level service to clients within a regulated environment.

The successful candidate will have 1–2 years of relevant experience, an undergraduate degree or college diploma, and will be licensed as an Investment Representative with CIRO.

Qualifications

• Strong communication skills with the ability to build relationships, confidentiality, and independence.
• Undergraduate degree or community college diploma preferred.
• Licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO) is required.

Responsibilities

• Prepare documentation and provide updates to IAs in preparation for client meetings.
• Create reports for analysis of client accounts; mentor clients on products/services and identify referral opportunities.
• Accept/create leads and ensure correct referral coding.
• Submit marketing pieces for approval and compile client information packages.
• Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.
• Provide a high level of client service including responding to inquiries via phone, mail, and electronic channels.

Skills

Communication skills

Relationship building

Confidentiality

Independent work

Education

Undergraduate degree or community college diploma

Job description

TD Private Wealth Management in Montréal, QC is seeking an Investment Representative to support Wealth Advisors with client meetings, reporting, and referral generation. The role involves compliance, account documentation, and delivering high‑level service to clients within a regulated environment.

The successful candidate will have 1–2 years of relevant experience, an undergraduate degree or college diploma, and will be licensed as an Investment Representative with CIRO.