Overview
Private Wealth Client Associate Jobs in Markham, Canada at TD
Position: TD Private Wealth Client Associate Role
Elevate client service at TD Private Wealth Management as a Client Service Associate. This position combines administrative support with a focus on building lasting client relationships.
As a key member of the team, you will provide specialized administrative assistance to Investment Advisors and their clients. Your responsibilities will include preparing essential reports, managing client interactions, and ensuring compliance with all regulations. Your ability to prioritize and exercise discretion will contribute to delivering the ‘gold standard’ in client experiences.
Key Responsibilities:
• Provide documentation and updates for client meetings
• Create analytical reports and mentor clients on products
• Manage leads and ensure proper referral coding
• Submit marketing materials for team alignment
• Address client inquiries via phone and email
Requirements:
• Preferred undergraduate degree or diploma
• Must hold CIRO’s Investment Representative license
• 1–2 years relevant experience in banking/admin roles
• Excellent communication and collaborative skills
• Familiarity with wealth management concepts advantageous
Become a vital part of the TD Private Wealth Management team as a Client Service Associate, excelling in client relationships and administrative expertise.
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Title: Private Wealth Client Associate
Company: TD
Location: Markham, Canada
Category:
