Shape the future of client service at TD Wealth as a Client Service Specialist in Vancouver. Focus on personalized support and administrative excellence for Investment Advisors and valued clients.

This position emphasizes a client-centric approach, allowing you to leverage your skills in administration and customer service. You'll be responsible for preparing crucial documentation, managing client accounts, and delivering top-notch service during client interactions. Your role is pivotal in helping TD Wealth maintain its reputation for exceptional customer experience.

Key Responsibilities:
• Assist in preparing client-focused documentation for meetings
• Analyze client account reports and provide product advice
• Manage and submit marketing materials for branch use




• Engage with clients via phone and electronic communications
• Promote a culture of compliance and risk management

Requirements:
• Preferred degree or diploma in relevant fields
• 1-2 years prior experience in banking or admin
• Excellent communication and teamwork capabilities
• Understanding of wealth management principles
• Mandatory certification as an Investment Representative (IR)

Join TD Wealth to optimize client interactions and support financial advisement through dedicated administrative service.
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📌 Client Service Specialist in Vancouver (British Columbia)
🏢 TD
📍 British Columbia