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Added 4 hours ago
C
Associate, Private Fund Solutions
Clarity
Vancouver, BC
- $200,000 to $250,000 CAD / year
- Full-time
Clarity’s Private Fund Solutions team provides fundraising and liquidity solutions to fund managers (GPs) and their investors (LPs). Our long-term vision is to become the central operating…
Added 6 hours ago
RB
Private Banker
Royal Bank of Canada
Mississauga, ON
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
Added 10 hours ago
G
Corporate / Commercial Solicitor (5-10 Years Call)
gpac
Calgary, AB
- $133,900 to $203,000 CAD / year
- Full-time
Advise entrepreneurs, private companies, lenders, investors, and developers
Added 10 hours ago
C(
Associate, Private Fund Solutions
Clarity (formerly Hiive)
Vancouver, BC
- Full-time
Clarity’s Private Fund Solutions team provides fundraising and liquidity solutions to fund managers (GPs) and their investors (LPs). Our long-term vision is to become the central operating…
Added 11 hours ago
TM
Associate Private Wealth Advisor
The Mirillion Group
Vancouver, BC
- $110,000 to $160,000 CAD / year
- Full-time
Associate Private Wealth Advisor | Vancouver, BC
Added 12 hours ago
MI
Associate Director, Business Data Office, Client Data Team
MUFG Investor Services
Halifax, NS
- Full-time
At MUFG Investor Services, we partner with some of the world’s most sophisticated public and private funds to help them operate with confidence and scale. We bring together fund…
Added 12 hours ago
TM
M&A Associate
The Mason Group - Strategic Search Partners
Toronto, ON
- $110,000 to $140,000 CAD / year
- Full-time
Minimum 4 years of M&A experience, working in private equity, investment banking, transaction advisory, corporate development or a software-specific industry.
Added 12 hours ago
S
Customer Experience Associate - Devonshire & Springbank
Scotiabank
London, ON
- Full-time
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 13 hours ago
C
Associate, Private Fund Solutions
Clarity
Vancouver, BC
- $200,000 to $250,000 CAD / year
- Full-time
Clarity’s Private Fund Solutions team provides fundraising and liquidity solutions to fund managers (GPs) and their investors (LPs). Our long-term vision is to become the central operating…
Added 13 hours ago
T
Associate, Private Wealth
TD
Toronto, ON
- Full-time
…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…
Added 14 hours ago
R
Private Banker
RBC
Mississauga, ON
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
Added 14 hours ago
T
PIA Client Service Associate
TD
Burlington, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 14 hours ago
Tax Officer, Scotiatrust - Vancouver, BC
Scotiabank
Vancouver, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 14 hours ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Mandarin/Cantonese)
Scotiabank
Toronto, ON
The Sales Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team’s…
Added 16 hours ago
CI
Associate, Private & Alternative Asset Operations (12-month contract)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
As an Associate, Private & Alternative Asset Operations, on a 12-month contract, you will play a key role in ensuring the accurate and efficient execution, servicing, and reporting of…
Added 18 hours ago
PC
Transaction Services Senior Associate - Financial Services (Bilingual FR/EN)
Pwc Canada
Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
…and other M&A activities on companies across the Insurance, Banking & Capital Markets, Asset & Wealth Management and Fintech subsectors. As part of our team, you’ll have the opportunity to…
Added 19 hours ago
Analyst or Associate, Investment Banking, Corporate Finance Advisory - Toronto, ON
Scotiabank
Toronto, ON
Global Banking and Markets (GBM) conducts the Bank’s wholesale banking and capital markets business with corporate, government and institutional investor clients. GBM is a full-service…
Added 21 hours ago
GC
Associate - Life Science Venture Capital
Genesys Capital
Toronto, ON
- Full-time
2–5 years of work experience in a related field (VC/PE, investment banking, management consulting, start-up, industry);
Added 22 hours ago
MI
Associate Director, Business Data Office, Client Data Team
MUFG Investor Services
Halifax, NS
- Full-time
At MUFG Investor Services, we partner with some of the world’s most sophisticated public and private funds to help them operate with confidence and scale. We bring together fund…
Added 22 hours ago
Associate Director-GCM Documentation Toronto
Scotiabank
Toronto, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 22 hours ago
Senior Manager, Managed Asset Program (12 month contract)
Scotiabank
Toronto, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 23 hours ago
MI
Senior Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $93,750 to $137,500 CAD / year
- Full-time
…trustee services and depository to securities lending and other banking…
Added 1 day ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
The Real Estate Development Unit is part of the Business Banking and Private Banking 1859 sector. Its mission is to support leading players in the real estate industry with construction…
Added 1 day ago
Customer Experience Associate - Port Alberni BC (18.75hrs/week)
Scotiabank
Port Alberni, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
Tax Administrator, Scotiatrust - Montreal, QC
Scotiabank
Montreal, QC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

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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