IA Client Service Associate

Overview

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients the chance to create a one‑on‑one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It’s a very special and supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.

Responsibilities

• Prepare documentation and provide updates to IAs in preparation for client meetings
• Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
• Accept/create leads and ensure correct referral coding administration
• Submit marketing pieces for approv...