Investment Associate Administrator

2 weeks ago


Old Toronto, Canada TD Bank Full time
TD Private Wealth Management: Investment Associate Administrator

TD Bank is a leading provider of financial services, and we are seeking an Investment Associate Administrator to join our team in Toronto, Ontario. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.

As an Investment Associate Administrator, you will be responsible for preparing documentation and providing updates to Investment Advisors in preparation for client meetings. You will also create reports for analysis of client accounts, accept/create leads, and ensure correct referral coding administration. Additionally, you will submit marketing pieces for approval, familiarize and adhere to compliance requirements, and provide a high level of client service.

To excel in this role, you should have an undergraduate degree or community college diploma, and a willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) within 6 months. If you have excellent organizational skills, attention to detail, and a passion for delivering exceptional customer experiences, we encourage you to apply.

In return, TD Bank offers a competitive salary range of $38,300 - $51,700 CAD, depending on experience. We pride ourselves on providing a dynamic work environment that fosters growth and development, and we are committed to supporting our employees in their career goals.

We believe that our employees are our greatest asset, and we strive to create a culture that values diversity, inclusion, and teamwork. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity.


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