TD Private Wealth Management provides highly personalized advice and service to clients through dedicated Investment Advisors and their teams
Job Summary
TD Private Wealth Management provides highly personalized advice and service to clients through dedicated Investment Advisors and their teams.
This role involves preparing client documentation, managing communications, ensuring compliance, and delivering a high level of client service to create a legendary customer experience.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, career development opportunities, and a respectful, inclusive workplace culture.
Matching Summary
TD Private Wealth Management provides highly personalized advice and service to clients through dedicated Investment Advisors and their teams.
Salary
Base: 43,300 - 56,600 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts
Skills & Requirements
Must-have
Bilingual proficiency English and French
Client service and relationship building
Compliance and regulatory adherence
Administrative support for Investment Advisors
Risk management culture
Lead and referral management
Nice-to-have
Knowledge of wealth management operations
Knowledge of investment products
Strong communication skills
Team collaboration and mentorship
Attention to detail and exacting standards
Career development focus
Key Requirements
Licensed as Investment Representative with CIRO
Undergraduate degree or community college diploma preferred
1–2 years relevant experience in banking or administrative roles