Job opportunity
Wealth Client Services Associate
TD Bank Group
TD Bank Group in Burlington, Ontario, is hiring a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team of Advisors. You will prepare documents, create client reports, and assist with client meetings while delivering a high‑level client experience.
An undergraduate degree or college diploma is required, and CIRO licensing as an Investment Representative is needed. The role emphasizes compliance, referral management, and teamwork.
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Apply on source site An undergraduate degree or college diploma is required, and CIRO licensing as an Investment Representative is needed. The role emphasizes compliance, referral management, and teamwork.
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