# Associate, Private Wealth at TD Bank

TD Bank is hiring an Associate, Private Wealth in Toronto, Canada. Level rates it Little AI ●○○○; you can [apply on TD Bank](https://jobsbylevel.com/go/8d68f12a-016d-4d20-8133-0135986cf27b?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. Toronto, Ontario.

## Details

- Company: [TD Bank](https://jobsbylevel.com/companies/td-bank)
- AI level: AI Level 1 (score 38 out of 100)
- Location: Toronto, Ontario
- Posted: October 29, 2026
- Apply: https://jobsbylevel.com/go/8d68f12a-016d-4d20-8133-0135986cf27b?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=associate-private-wealth-at-td-bank-334f8d

## 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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/associate-private-wealth-at-td-bank-334f8d

Source: https://jobsbylevel.com/jobs/associate-private-wealth-at-td-bank-334f8d

## Cite this page

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