Toronto Client Service Associate Role
TD Bank • toronto, on • Posted June 27, 2026
Position Overview
Become a pivotal part of TD Private Wealth Management as a Client Service Associate in Toronto, Ontario. This opportunity involves front-line client engagement and specialized support for Investment Advisors.
As a Client Service Associate, you will play a crucial role in ensuring a gold-standard client experience while assisting with documentation, marketing, and compliance. Your responsibilities will include engaging with clients directly and staying informed about their investment needs. Join a supportive team that values growth, communication, and a commitment to excellence.
Key Responsibilities:
• Provide comprehensive administrative support to Investment Advisors
• Communicate updates and insights to clients and team members
• Prepare and submit marketing materials for approval
• Proactively manage client inquiries and service requests
• Support compliance with brokerage regulations
Requirements:
• Degree or diploma in finance or related field preferred<...
As a Client Service Associate, you will play a crucial role in ensuring a gold-standard client experience while assisting with documentation, marketing, and compliance. Your responsibilities will include engaging with clients directly and staying informed about their investment needs. Join a supportive team that values growth, communication, and a commitment to excellence.
Key Responsibilities:
• Provide comprehensive administrative support to Investment Advisors
• Communicate updates and insights to clients and team members
• Prepare and submit marketing materials for approval
• Proactively manage client inquiries and service requests
• Support compliance with brokerage regulations
Requirements:
• Degree or diploma in finance or related field preferred<...