Elevate client relationships at TD Wealth as a Mandarin-speaking Client Service Associate in Burnaby, British Columbia. You will provide specialized support to Investment Advisors while ensuring a premier customer experience.
In this role, you will deliver exceptional administrative assistance to investment teams in a full-time position. Your responsibilities include preparing documentation for client meetings and offering insights on products while upholding compliance standards. This position requires a detail-oriented individual who is passionate about helping clients and enhancing service efficiency.
Key Responsibilities:
• Prepare documents and updates for client meetings
• Communicate product insights and client account analysis
• Accept leads and ensure accurate referral management




• Maintain marketing materials and documentation compliance
• Respond to client inquiries through various communication channels
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed Investment Representative with CIRO
• 1-2 years of relevant experience in banking or administration
• Solid collaborative communication skills
• Knowledge of wealth management and investment products an asset
Leverage your Mandarin skills to foster exceptional client interactions and support at TD Wealth in Burnaby.
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📌 Mandarin Client Service Associate in Burnaby
🏢 TD
📍 Burnaby