TD Private Wealth Management in Kamloops seeks a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors and teams, while delivering a high standard of client service.
You will prepare documentation for client meetings, create reports, maintain client information packages, ensure compliance with account documentation and marketing materials, and identify referral opportunities.
📌 Wealth Client Service Associate – Private Investment Team (Winnipeg)
🏢 TD
📍 Winnipeg