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.

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