TD Private Wealth Management offers a sophisticated and holistic goals discovery approach to provide highly personalized advice, solutions, and service to clients
Job Summary
TD Private Wealth Management offers a sophisticated and holistic goals discovery approach to provide highly personalized advice, solutions, and service to clients.
In this frontline role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors and deliver the 'gold standard' client experience at every interaction.
TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and comprehensive benefits.
Matching Summary
TD Private Wealth Management offers a sophisticated and holistic goals discovery approach to provide highly personalized advice, solutions, and service to clients.
Salary
Base: $43,300 - $56,700 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified
Skills & Requirements
Must-have
Client service excellence
Administrative support
Compliance adherence
Client communication
Documentation preparation
Nice-to-have
Attention to detail
Exacting standards
Willingness to help others
Holistic goals discovery approach
Legendary customer experience
Key Requirements
Undergraduate degree or diploma preferred
Must be licensed as Investment Representative (CIRO)