Elevate your career with TD Wealth as a Client Service Associate in Vancouver, British Columbia. This role centers on providing specialized administrative support and delivering exceptional client service.

As a pivotal team member, you'll support Investment Advisors by preparing client documentation and maintaining marketing materials. Your attention to detail will help create a legendary customer experience, allowing you to build rewarding relationships with high-value clients while aligning with compliance standards.

Key Responsibilities:
• Prepare documentation for client meetings with Advisors
• Create client account analysis reports and communicate findings
• Handle lead management and referral coding accurately




• Submit marketing pieces and maintain client information packages
• Respond to client inquiries through various communication channels

Requirements:
• Undergraduate degree or community college diploma preferred
• 1–2 years of experience in banking or administration
• Robust communication and relationship-building skills
• Knowledge of wealth management is an asset
• Licensed as an Investment Representative (IR)

Become an integral part of TD's client-focused team, delivering unmatched service to enhance the client experience.
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📌 Client Service Associate at TD Wealth (British Columbia)
🏢 The Toronto-Dominion Bank (Canada)
📍 British Columbia