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. #J-18808-Ljbffr

📌 Client Service Associate at TD Wealth (Winnipeg)
🏢 The Toronto-Dominion Bank (Canada)
📍 Winnipeg