Elevate your career at TD Wealth as a Client Service Associate in Saanich, British Columbia. This role demands exceptional attention to detail and a commitment to delivering a legendary customer experience.
As a pivotal team member in this frontline role, you will provide specialized administrative support to Investment Advisors. Your responsibilities will include preparing documentation for client meetings, creating client reports, and providing valuable mentorship on products and services. Your initial engagements will leave a lasting impression on our high-value clients.
Key Responsibilities:
• Prepare client documentation and updates for Investment Advisors
• Communicate with clients to mentor on products and services
• Submit marketing materials and maintain client information packages




• Respond to inquiries via phone, mail, and electronically
• Participate in team initiatives to enhance service delivery
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative with CIRO
• 1-2 years experience in banking or administrative roles
• Robust communication and relationship-building skills
• Knowledge of wealth management products an asset
Support a legendary client experience through excellence in detail and communication as part of TD Wealth in Saanich.
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📌 Client Service Associate at TD Wealth (Saanich Core)
🏢 The Toronto-Dominion Bank (Canada)
📍 Saanich Core