Associate- Td Wealth Family Office

TD

Toronto, Ontario, Canada
Base: $59,500 - $84,000 cad; bonus/equity: not spe...
Client service support
Database and crm management
Compliance and due diligence
The TD Wealth Family Office is looking to hire an Associate to join their dynamic team in providing an exceptional experience to their Ultra High Net Worth (UHNW) clients

Job Summary

  • The TD Wealth Family Office is looking to hire an Associate to join their dynamic team in providing an exceptional experience to their Ultra High Net Worth (UHNW) clients.
  • The role requires working in a high performing inter-disciplinary team providing complete inter-generational wealth management services to UHNW Canadian families.
  • TD offers a Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Matching Summary

The TD Wealth Family Office is looking to hire an Associate to join their dynamic team in providing an exceptional experience to their Ultra High Net Worth (UHNW) clients.

Salary

Base: $59,500 - $84,000 CAD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Client service support
  • Database and CRM management
  • Compliance and due diligence
  • Interdisciplinary team collaboration
  • Wealth management administration

Nice-to-have

  • Strategic initiative support
  • Risk management culture
  • Positive work environment
  • Client relationship liaison
  • Research on securities and markets

Key Requirements

  • Undergraduate degree
  • 3-5 years relevant experience
  • Registered Representative license with CIRO
  • Aspirations for CFA/CPA/MBA

Work Rights

Not specified

Tailored Resume

Cover Letter