Wealth Management Client Services Associate

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

Job summary

TD is seeking a PIA Client Service Associate for a 12-month short-term assignment in Whitby, Ontario. You will provide dedicated administrative support to an Investment Advisor or team, prepare client meeting materials, and manage client communications to uphold a high standard of service.

Responsibilities include building client relationships, creating reports, handling referrals, ensuring compliance, and delivering exceptional service across all client interactions within a full-service

Qualifications

• Undergraduate degree or community college diploma preferred.
• 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields.
• Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently.
• Knowledge of wealth management and/or operations is an asset
• Knowledge of investment products is an asset

Responsibilities

• Prepare documentation and provide updates to IAs in preparation for client meetings
• Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
• Accept/create leads and ensure correct referral coding administration
• Submit marketing pieces for approval, compile client information packages, maintain marketing materials
• 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 which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage
• Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion
• Adhere to all policies and procedures and maintain a culture and operation of risk management
• Use insights to continually improve individual and team performance for clients
• Participate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities

Skills

Strong communication

Relationship building

Confidentiality

Attention to detail

Education

Undergraduate degree or college diploma

Job description

TD is seeking a PIA Client Service Associate for a 12-month short-term assignment in Whitby, Ontario. You will provide dedicated administrative support to an Investment Advisor or team, prepare client meeting materials, and manage client communications to uphold a high standard of service.

Responsibilities include building client relationships, creating reports, handling referrals, ensuring compliance, and delivering exceptional service across all client interactions within a full-service