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Private Client Service Associate

1 month ago

Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role

We are seeking a highly organized and detail-oriented Administrative Professional to join our team as a Private Client Service Associate. In this role, you will provide exceptional administrative support to our Portfolio Managers, ensuring seamless client experiences.

Key Responsibilities

  • Prepare client meeting materials, including documentation and reports
  • Assist with lead generation and administrative tasks
  • Provide exceptional customer service and support to clients and colleagues
  • Maintain accurate records and files
  • Collaborate with cross-functional teams to achieve business objectives

Requirements

  • 2+ years of experience in a similar role
  • Mutual Fund license
  • Canadian Securities Course (CSC) preferred
  • Strong communication and organizational skills
  • Bilingual in French and English

About Us

The Toronto-Dominion Bank (Canada) is a leading financial institution committed to delivering exceptional customer experiences. We offer a dynamic and inclusive work environment, with opportunities for growth and development.