Join TD as an Investment Advisor Associate in Courtenay, British Columbia, where you can offer exceptional client service while managing administrative support for investment professionals. This pivotal role ensures clients receive personalized attention and advice to meet their financial objectives.

As a Client Service Associate, you will assist Investment Advisors by managing documentation and enhancing client communications, key for delivering top-notch service. Your responsibilities will include preparing reports, liaising with clients, and ensuring marketing content complies with regulations. Success in this role relies heavily on your ability to collaborate within the team and your keen understanding of investment products.

Key Responsibilities:
• Prepare client documents and provide meeting support




• Generate analytical reports for client accounts
• Interact with clients about products and referrals
• Maintain compliance with all documentation practices
• Provide high-quality customer service for client inquiries

Requirements:
• 1–2 years experience in related fields
• Preferred undergraduate degree or diploma
• Must be licensed as an Investment Representative (IR) with CIRO
• Robust interpersonal and communication abilities
• Knowledge of investment products is beneficial

Excel in client service and operational support at TD Wealth while making a meaningful impact.
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📌 Investment Advisor Associate at TD (British Columbia)
🏢 TD
📍 British Columbia