Join TD Wealth in Saanich, British Columbia, as an Investment Advisor Support qualified. In this pivotal Client Service Associate role, you will deliver outstanding administrative services, enhancing client engagement and satisfaction.

You will assist Investment Advisors by preparing vital documentation and handling client communications. This position is crucial for creating lasting client relationships while ensuring smooth operational efficiency across the team, making your attention to detail invaluable.

Key Responsibilities:
• Assist in documentation for client advisor meetings
• Create reports for client account analysis
• Engage with clients to mentor on available services
• Ensure compliance with documentation requirements
• Uphold high levels of client service during interactions

Requirements:
• Preferred degree in finance or community college diploma
• Must be licensed as an Investment Representative (IR)
• 1-2 years of relevant experience in banking or admin roles
• Proven communication and relationship-building skills
• Familiarity with wealth management operations preferred

Impact client experiences and support the team's success at TD Wealth.
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📌 Investment Advisor Support Role in Saanich (British Columbia)
🏢 TD Bank
📍 British Columbia