IA Client Service Associate

2 weeks ago


Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

Job Summary

This role involves being the primary point of contact for non-advice activities, providing dedicated support to Investment Advisors (IA). The Client Service Liaison assists in preparing for client meetings and managing transactions and reporting tasks.

  • Prepare documentation and provide updates to IA(s) for client meetings
  • Create reports for analysis of client accounts
  • Accept/create leads & ensure correct referral coding
  • Review marketing content for relevancy; submit for approval
  • Adhere to regulatory requirements
  • Deliver high level of client service for non-advice activities
  • Execute tasks related to Sales and Client Engagement model
  • Provide market quotes and track Dividends, RSPs, RIFs

About the Company

The Toronto-Dominion Bank (Canada) is a leading global financial institution and a major player in the North American banking industry. With a focus on delivering exceptional customer experiences, we strive to enrich the lives of our customers, communities, and colleagues. As a Client Service Liaison, you will play a key role in shaping the future of banking and realizing your potential with career growth opportunities and support for your goals.

Key Responsibilities

  • Undergraduate degree or community college diploma preferred
  • Strong communication skills and ability to build relationships
  • Willingness to complete relevant certifications within a specified timeframe


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