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Added 39 mins ago
I
Product Operations Manager
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- $50,000 CAD / year
- Full-time
The Product Operations Manager translates Indigo’s visual merchandising priorities into locally relevant execution, strengthening community connection and brand affinity while delivering a…
Added 39 mins ago
IF
Director - Governance & Client Account Management
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
The Governance Director – Client Account Management provides day to day oversight; guidance and strategic leadership to our client and the broader support team at IFDS and SS&C through…
Added 39 mins ago
E
Technicien.ne comptable & administratif·ve │ Accounting & Administrative Technician
Evvo
Remote, Canada
- Full-time
- Remote
Added 39 mins ago
Talent Acquisition Specialist
Bayshore
Markham, ON
Reporting to the Manager, Recruitment Excellence , the Talent Acquisition Specialist (TAS) is responsible for sourcing and selecting top talent to be part of the Bayshore Specialty Rx…
Added 1 hour ago
CB
National Account Manager
Canadian Bar Association
Ottawa, ON
- Full-time
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Added 1 hour ago
CG
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- Full-time
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Added 1 hour ago
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VP, Advanced Client Analytics
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- Full-time
Integrate Voice of Customer (VOC) signals, including surveys, complaints, escalations, social, and frontline feedback.
Added 1 hour ago
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- $85,000 to $90,000 CAD / year
- Full-time
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Added 1 hour ago
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- Full-time
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Added 1 hour ago
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Added 1 hour ago
PH
Operations Coordinator, Advancing Health
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Vancouver, BC
- Temporary
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Added 2 hours ago
AC
Manager, Enterprise Data Platform & Governance
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Montreal, QC
- Full-time
The Manager, Enterprise Data Platform & Governance will lead the team responsible for building, operating, scaling, and securing ACV’s core data infrastructure. In this role, you will be…
Added 2 hours ago
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District Manager - Calgary
TK Elevator
Calgary, AB
- Full-time
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Added 2 hours ago
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…account openings and brokerage transfers. You are an expert in onboarding clients and in providing a high standard of professional and personalized client experience consistent with our…
Added 2 hours ago
Sr. Product Manager (Bilingual - French/English), Alexa Canada
Amazon
Toronto, ON
As a Senior Product Manager, you will have a wide set of responsibilities to ensure our customers are delighted, including launching new Alexa-powered devices and experiences and making…
Added 3 hours ago
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Accounts Payable Manager (15 month term)
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- Full-time
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VP, Advanced Client Analytics
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Integrate Voice of Customer (VOC) signals, including surveys, complaints, escalations, social, and frontline feedback.
Added 4 hours ago
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Branch Manager Trainee
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Added 4 hours ago
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Sales Manager
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…asking for the booking. Our Sales team is at the start of the customer journey, and we're investing in the leadership it needs to continue our Canadian…
Added 4 hours ago
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Be accountable for the end-to-end global operation of GRO, including annual planning, cohort and rotation design, onboarding and orientation, development programming, manager and…
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Added 5 hours ago
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Added 5 hours ago
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Senior Manager, TDS Operations
TD
Toronto, ON · Montreal, QC
- Full-time
Our services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures, and executing daily trading and investment…

Associate, Private Wealth

Toronto, ON, Canada

$59,500 - $84,000 CAD · Full-time

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Job details

Pay: $59,500 - $84,000 CAD
Job type: Full-time
Apply by: Nov 2, 2026
Experience: 3-5 years of relevant work experience
Posting language: English
Posted: Oct 29, 2026

Original job description

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$59,500 - $84,000 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.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

The Ultra High Net Worth (UHNW) client segmentation is one of the most exciting and fastest growing spaces in the world of financial services. The TD Private Wealth is looking to hire an Associate to join their dynamic team in providing an exceptional experience to their Ultra High Net Worth (UHNW) clients.

Do you excel at client experience, strategic initiatives, and administration? We're looking for a dynamic professional who is committed to serving clients, colleagues, and cross-team partners. The Associate, Private Wealth provides consistent and accurate administrative, analytical and client service support to ensure a legendary customer experience. The role requires working in a high performing inter-disciplinary team providing complete inter-generational wealth management services to UHNW Canadian families.

In this role, you will:

Various duties in relation to all areas of the wealth management business, from maintaining and sorting databases of client information, to staying up-to-date and gathering research on securities and market developments.
Prepare all documentation and provide updates to the Portfolio Manager in preparation for client meetings.
Maintain accurate CRM information of clients and ensure all necessary due diligence to support the accuracy and compliance of all customer transactions and activities and raise issues where appropriate.
Act as primary liaison with other TDBG partners and external professionals for administrative purposes.
Maintain a level of expertise in dealing with the back office in relation to transfers, account openings, etc.
Act as a secondary contact to the PM for client relationships. Partner with the PM to deliver the best solutions for clients.
Create a legendary client experience reflective of the client segmentation.
Complete familiarity and adherence to privacy and confidentiality requirements and the need to handle situations with tact, discretion, and polish.
Prioritize and handle your own workload to meet service level agreements requirements for service and productivity.
Maintain a culture of risk management and control, supported by effective processes.
Participate fully as a member of the team, suggest improvements, and support a positive work environment that promotes service to clients, colleagues, partners, the business and Bank.

Job Requirements:

Undergraduate degree or in a relevant field with aspirations for CFA/CPA/MBA preferred.
3-5 years of relevant work experience
Successful candidates will be required to be licensed as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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More about this job

Responsibilities

The Associate provides administrative, analytical, and client service support to Ultra High Net Worth clients and their Portfolio Managers. They are responsible for maintaining accurate CRM data, preparing documentation for client meetings, and ensuring compliance with all regulatory requirements.

Requirements

Candidates must have an undergraduate degree in a relevant field and 3-5 years of work experience. Successful applicants are required to be licensed as a Registered Representative with the Canadian Investment Regulatory Organization.

Skills

Client service
Administrative support
Wealth management
CRM
Due diligence
Compliance
Market research
Portfolio management support
Inter-generational wealth management
Risk management
Data management
Communication
Problem solving
Attention to detail

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Private Wealth
Ultra High Net Worth
Wealth Management
Portfolio Manager
CRM
CIRO
Registered Representative
Financial Services
Compliance
Due Diligence
Securities
Market Developments
Administrative Support
Client Experience
Risk Management
Banking
CFA
CPA
MBA
Inter-generational Wealth

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