Enhance client relationships as a Client Service Associate at TD Wealth in Courtenay, British Columbia. This role supports Investment Advisors while delivering exceptional service and insights to high-value clients.

You will provide specialized administrative support to Investment Advisors, focusing on client communications, documentation preparation, and compliance adherence. With your attention to detail and dedication to client satisfaction, you will help create a legendary customer experience. Collaborating with clients and teams, this role requires excellent communication skills, the ability to build relationships, and effective problem-solving capabilities.

Key Responsibilities:
• Prepare documentation for client meetings and update Advisors
• Create insightful reports for client account analysis




• Communicate with clients about products and services
• Ensure accurate referral coding administration
• Maintain marketing materials and compliance documentation

Requirements:
• 1–2 years of experience in banking or administrative roles
• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative (IR) with CIRO
• Solid collaboration and communication skills
• Knowledge of wealth management and investment products preferred

Leverage your skills to deliver top-tier client service and strengthen relationships at TD Wealth in Courtenay.
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📌 Client Service Associate at TD Wealth (British Columbia)
🏢 TD
📍 British Columbia