Strong communication and relationship building skills
Attention to detail and exacting standards
This role provides dedicated specialized administrative support to Investment Advisors while delivering the 'gold standard' client experience
Job Summary
This role provides dedicated specialized administrative support to Investment Advisors while delivering the 'gold standard' client experience.
Candidates will prepare documentation for client meetings, create account reports, and identify referral opportunities within TD Private Wealth Management.
The position offers growth opportunities, skill development, and a competitive total rewards package including variable compensation and benefits.
Matching Summary
This role provides dedicated specialized administrative support to Investment Advisors while delivering the 'gold standard' client experience.
Salary
Base: $43,300 - $56,700 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Health, well-being, savings, retirement programs included
Skills & Requirements
Must-have
Investment Representative license with CIRO
Strong communication and relationship building skills
Attention to detail and exacting standards
Nice-to-have
Knowledge of wealth management operations
Familiarity with investment products
Experience in banking or administrative roles
Key Requirements
Undergraduate degree or community college diploma preferred
1–2 years of relevant experience in banking or admin
Must be licensed as an Investment Representative (IR) with CIRO