Wealth Management Client Services Associate

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

Job summary

TD Bank in Orangeville, Ontario, is seeking a PIA Client Service Associate to support Investment Advisors with client documentation, reporting and meeting preparation. You will help manage client accounts and ensure accurate referral tracking.

You will prepare documentation for client meetings, create reports, handle referrals, and contribute to marketing material submissions while upholding compliance and risk management. An opportunity to grow within TD Wealth awaits.

Qualifications

• Undergraduate degree or diploma preferred.
• Licensed as Investment Representative (IR) with CIRO is required.
• 1–2 years of relevant banking/administrative experience.
• Strong communication skills; able to build relationships and work independently.
• Knowledge of wealth management and investment products is an asset.

Responsibilities

• Prepare documentation and updates for Investment Advisors before client meetings.
• Create client account reports and identify referral opportunities.
• Accept/create leads and ensure referral coding is accurate.
• Submit marketing materials for approval and maintain client information packages.
• Maintain compliance with policies and documentations, and ensure risk management.

Skills

Communication skills

Client service

Banking experience

Attention to detail

Education

Undergraduate degree or diploma

Job description

TD Bank in Orangeville, Ontario, is seeking a PIA Client Service Associate to support Investment Advisors with client documentation, reporting and meeting preparation. You will help manage client accounts and ensure accurate referral tracking.

You will prepare documentation for client meetings, create reports, handle referrals, and contribute to marketing material submissions while upholding compliance and risk management. An opportunity to grow within TD Wealth awaits.