Elevate client satisfaction with TD Wealth as a Client Service Associate in Saanich, British Columbia. Deliver exceptional support to Investment Advisors while managing diverse administrative tasks. In this critical role, you will provide specialized administrative assistance to Investment Advisors.

Your expertise will ensure seamless communication with clients, enhancing their overall experience. Candidates with strong attention to detail and commitment to exemplary service will thrive in this position. Key Responsibilities:

- Prepare documentation for client meetings with Advisors
- Analyze client accounts and prepare insightful reports
- Handle lead generation and referral coding administration
- Collaborate on marketing materials and client information packages
- Maintain compliance with account documentation policies Requirements:
- Undergraduate degree or college diploma preferred
- Licensed as an Investment Representative (IR)
- 1-2 years of experience in banking or administrative roles
- Solid communication and relationship-building skills
- Familiarity with wealth management or investment products Deliver a gold standard client experience and advance your career in wealth management at TD.

📌 Client Service Associate at TD Wealth (Saanich)
🏢 TD
📍 Saanich