Location
kingston, on, Canada
Posted
June 16, 2026
Job Description
Discover a fulfilling administrative career at TD Wealth as a Client Support Associate in Kingston, Ontario. This role is designed for those passionate about delivering legendary client service in investment management.
In this frontline role, you will work intimately with an Investment Advisor, providing crucial support and guidance in investment matters. Your responsibilities will encompass documentation preparation, account analysis, and direct communication with clients. By maintaining high service standards, you will ensure a seamless experience for clients and foster a collaborative environment.
Key Responsibilities:
• Prepare documentation and assist in client meetings
• Analyze client accounts and generate insightful reports
• Provide mentorship on products and identify referral leads
• Maintain marketing materials and compliance standards
• Handle client inquiries via various communication channels
Requirements:
• Associate degree or community colleg...
In this frontline role, you will work intimately with an Investment Advisor, providing crucial support and guidance in investment matters. Your responsibilities will encompass documentation preparation, account analysis, and direct communication with clients. By maintaining high service standards, you will ensure a seamless experience for clients and foster a collaborative environment.
Key Responsibilities:
• Prepare documentation and assist in client meetings
• Analyze client accounts and generate insightful reports
• Provide mentorship on products and identify referral leads
• Maintain marketing materials and compliance standards
• Handle client inquiries via various communication channels
Requirements:
• Associate degree or community colleg...