Become a pivotal Client Support Specialist with TD Wealth in Courtenay, British Columbia. Elevate customer experiences by providing dedicated assistance to Investment Advisors and enhancing client services.

The Client Service Associate role at TD Wealth involves supporting Advisors by preparing documentation for client meetings and ensuring compliance with all regulatory requirements. You will utilize your expertise to engage regularly with clients, providing updates and mentorship on investment products, which directly affects their financial goals. A keen focus on detail is vital to build trusted relationships and improve service delivery.

Key Responsibilities:
• Compile and prepare documents for client meetings
• Analyze client accounts and create insightful reports




• Manage and code referrals accurately
• Maintain marketing collateral and client info packages
• Deliver exemplary client service through timely responses

Requirements:
• 1–2 years relevant banking or admin experience
• Preferred undergraduate degree or diploma
• Required Investment Representative (IR) license with CIRO
• Solid interpersonal communication skills
• Understanding of wealth management practices

Bring your passion for client support to TD Wealth and foster exceptional financial relationships.
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📌 TD Wealth Client Support Specialist (British Columbia)
🏢 TD
📍 British Columbia