Elevate your career in wealth management as a Client Relationship Associate at TD Wealth in Kelowna, British Columbia. Support Investment Advisors to enhance client relationships and deliver exceptional service.
In this role, you will provide vital business and relationship management support to Investment Advisors. Your responsibilities include building customized solutions, participating in client meetings, and demonstrating expertise in financial planning to enhance client loyalty. This is an excellent prospect to grow your career in a professional, team-oriented environment focused on client satisfaction.
Key Responsibilities:
• Provide specialized advisory and process support to Investment Advisors
• Assist in creating integrated solutions for unique client needs




• Build relationships with clients and internal bank branches
• Demonstrate financial planning expertise and produce high-quality plans
• Organize client seminars and meetings effectively
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as a Registered Representative (RR)
• 1-2 years of relevant banking experience
• Strong communication and relationship-building skills
• Knowledge of wealth management and investment products preferred
Drive exceptional client service and relationship management at TD Wealth in Kelowna.
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📌 Client Relationship Associate at TD Wealth (Kelowna)
🏢 PVH (Tommy Hilfiger/Calvin Klein)
📍 Kelowna