Explore a rewarding career with TD Wealth as a Client Service Associate in Saanich, British Columbia. This key position emphasizes providing dedicated administrative support to Investment Advisors, ensuring exemplary client interactions.

In your role, you will facilitate client meetings by preparing essential documents and offering mentorship on investment products. Your attention to detail and customer-focused approach will contribute to creating valued client relationships, marking you as a pivotal member of the team.

Key Responsibilities:
• Prepare necessary documentation for meetings with clients
• Generate reports for effective client account management
• Respond to client inquiries via multiple channels




• Ensure all compliance requirements are met
• Maintain a gold standard of client service at all times

Requirements:
• Preferred undergraduate or community college education
• Must hold Investment Representative (IR) licensing
• 1-2 years of experience in relevant fields
• Solid teamwork and communication skills required
• Knowledge of investment products and wealth management preferred

Deliver exceptional client service and join the talented team at TD Wealth.
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📌 TD Wealth Client Service Associate Role (British Columbia)
🏢 TD Bank
📍 British Columbia