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IA Centralized Client Service Associate at TD

Position IA Centralized Client Service Associate
Posted 22 Mar 2026
Expired 21 Apr 2026
Company TD
Location Canada | CA
Job Type Full Time

Job Description:

Latest job information from TD for the position of IA Centralized Client Service Associate. If the IA Centralized Client Service Associate vacancy in Canada matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at TD for the position of IA Centralized Client Service Associate below matches your qualifications.

Work Location

Toronto, Ontario, Canada

Hours

37.5

Line of Business

TD Wealth

Pay Details

$52,700 - $74,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

TD Private Investment Advice

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It’s a very special and supportive place to begin – and grow – a lasting, progressive and rewarding career in wealth.

Job Responsibilities
  • Prepare documentation and provide updates to IAs in preparation for client meetings
  • Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
  • Accept/create leads and ensure correct referral coding administration
  • Submit marketing pieces for approval, compile client information packages, maintain marketing materials and "Marketing Express" mail-outs
  • Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials
  • Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
  • Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion
  • Adhere to all policies and procedures and maintain a culture and operation of risk management
  • Use insights to continually improve individual and team performance for clients
  • Participate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activities
Job Requirements
  • Undergraduate degree or community college diploma preferred
  • Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
  • 1-2 years of relevant experience, ideally in banking, administrative roles, or related fields
  • Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently
  • Knowledge of wealth management and/or operations is an asset
  • Knowledge of investment products is an asset
  • Bilingual French/English in an asset
Training & Onboarding

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process

We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec only)

Sans Objet

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Job Info:

  • Company: TD
  • Position: IA Centralized Client Service Associate
  • Work Location: Canada
  • Country: CA

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information IA Centralized Client Service Associate at the office Canada above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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