Private Wealth Client Service Associate

Support TD Wealth Investment Advisors in Ottawa through precise administration, client communication, and exceptional service for high-value clients. Full-time hours total 37.5 weekly.

As a PIA Client Service Associate, you will provide specialized administrative support to an Investment Advisor or advisory team. The work includes client account reporting, documentation, correspondence, referrals, marketing materials, and compliance. You will help deliver personalized service within TD Private Investment Advice while maintaining discretion and organized follow-through.

Key Responsibilities:

• Prepare documents and updates for Investment Advisor client meetings
• Create client account reports and identify referral opportunities
• Manage leads, referral coding, and client information packages
• Maintain approved marketing materials and required documentation
• Respond to phone, mail, and electronic client enquiries

Requirements:

• Undergraduate degree or community college diploma preferred
• Obtain Investment Representative licensing through CIRO
• One to two years of relevant experience
• Strong communication and relationship-building abilities
• Wealth management or investment product knowledge is an asset

Apply client service, administrative precision, and wealth operations knowledge as a TD Wealth associate supporting Advisors in Ottawa.