Location
toronto
Job Type
Full-time
Posted
June 19, 2026
Job Description
Join TD Wealth as an Investment Support Associate in Toronto, Ontario, and enhance client interactions through dedicated administrative support to Investment Advisors. Deliver extraordinary client experiences through your expertise.
As a Centralized Client Service Associate, you will assist in preparing vital documentation, managing client inquiries, and ensuring compliance in all operations. Your proactive approach will help create lasting relationships with our high-value clients while supporting their investment decisions.
Key Responsibilities:
• Prepare essential documents for client-advisor meetings
• Create detailed reports for client account analysis
• Respond swiftly to electronic, phone, and mail inquiries
• Manage marketing materials and maintain compliance documentation
• Offer recommendations for potential product referrals
Requirements:
• Preferably an undergraduate degree or college diploma
• Mandatory licensing as an Investment Representativ...
As a Centralized Client Service Associate, you will assist in preparing vital documentation, managing client inquiries, and ensuring compliance in all operations. Your proactive approach will help create lasting relationships with our high-value clients while supporting their investment decisions.
Key Responsibilities:
• Prepare essential documents for client-advisor meetings
• Create detailed reports for client account analysis
• Respond swiftly to electronic, phone, and mail inquiries
• Manage marketing materials and maintain compliance documentation
• Offer recommendations for potential product referrals
Requirements:
• Preferably an undergraduate degree or college diploma
• Mandatory licensing as an Investment Representativ...
Ready to Apply?
Submit your application for Investment Support Associate at TD Wealth at TD
Apply Now