TD Private Wealth Management offers a sophisticated and holistic approach to wealth planning and protection, providing highly personalized advice and service to clients
Job Summary
TD Private Wealth Management offers a sophisticated and holistic approach to wealth planning and protection, providing highly personalized advice and service to clients.
This role involves preparing documentation, creating reports, managing marketing materials, and delivering a gold standard client experience while adhering to compliance requirements.
TD provides a comprehensive Total Rewards package including base salary, variable compensation, benefits, career development, and a supportive, respectful workplace culture.
Matching Summary
TD Private Wealth Management offers a sophisticated and holistic approach to wealth planning and protection, providing highly personalized advice and service to clients.
Salary
Base: $52,700 - $74,400 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health, well-being, savings, retirement, paid time off, banking discounts, career development
Skills & Requirements
Must-have
Specialized administrative support
Client communication and mentorship
Compliance adherence and documentation
Report preparation and analysis
High level client service
Risk management culture
Nice-to-have
Collaborative and independent work
Attention to detail and exacting standards
Continuous team performance improvement
Career development and mentoring
Client relationship building
Key Requirements
Undergraduate degree or community college diploma preferred
Licensed as Investment Representative (IR) with CIRO
1–2 years relevant experience in banking or administrative roles