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TD

Client Service Associate

TD

. Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments .

Posted 4/3/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-Level💰 CA$52,700 - CA$74,400 per yearWebsite

About the role

Key responsibilities & impact
  • Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments
  • Correspond with clients and other branch staff
  • Prepare documentation and provide updates to IAs in preparation for client meetings
  • Create reports for analysis of client accounts; 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 and 'Marketing Express' mail-outs
  • Familiarize 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
  • Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work
  • 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 improve knowledge and keep others informed and up to date

Requirements

What you’ll need
  • Undergraduate degree or community college diploma preferred
  • Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
  • Bilingual French/English in an asset.

Benefits

Comp & perks
  • health and well-being benefits
  • savings and retirement programs
  • paid time off
  • banking benefits and discounts
  • career development
  • reward and recognition programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
administrative supportreport creationclient account analysisreferral codingmarketing materials preparationcompliance documentationrisk managementclient servicebilingual communication
Soft Skills
mentorshipclient experienceteam collaborationwork prioritizationcommunication
Certifications
Investment Representative (IR)Canadian Investment Regulatory Organization (CIRO)