Join TD Wealth as a Client Relationship Associate in Kelowna, British Columbia. This role focuses on relationship management and planning support for Investment Advisors, enhancing client experiences and retention.
As a Client Relationship Associate, you will support Investment Advisors by providing business management and planning expertise. Responsibilities include building relationships with clients, assisting in creating tailored solutions, and participating in client meetings. Your financial planning skills will be integral to delivering exceptional service, driving client loyalty, and demonstrating TD's commitment to client satisfaction.
Key Responsibilities:
• Provide specialized support and advisory services
• Assist Investment Advisors in developing customized solutions




• Build relationships with clients and referral sources
• Organize client seminars and events
• Ensure risk management and compliance adherence
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as a Registered Representative (RR)
• 1-2 years of experience in relevant fields
• Robust communication and relationship-building skills
• Knowledge of wealth management or investment products
Utilize your financial expertise and relationship-building skills at TD Wealth to enhance client satisfaction in Kelowna.
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📌 Client Relationship Associate in Kelowna
🏢 TD
📍 Kelowna