Join TD Wealth as a Client Service Specialist in Vancouver, British Columbia, where you will provide dedicated support to Investment Advisors. Embrace a role that emphasizes client engagement and document preparation.

In this frontline position, your meticulous attention to detail will enhance client interactions and support advisors in managing portfolios effectively. Responsibilities include preparing meeting documentation, providing client mentorship, and ensuring compliance with regulations.

Key Responsibilities:
• Prepare essential documents for client meetings
• Generate client reports and offer product mentorship
• Manage lead creation and referral administration
• Maintain compliance with marketing materials and procedures




• Deliver excellent service through responsive communication

Requirements:
• Community college diploma or undergraduate degree preferred
• 1–2 years of relevant experience in finance or administration
• Exceptional communication skills for effective collaboration
• Familiarity with investment products is advantageous
• Must be licensed as an Investment Representative (IR)

Drive your career forward by delivering high standards of service and support at TD Wealth.
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📌 TD Wealth Client Service Specialist (British Columbia)
🏢 The Toronto-Dominion Bank (Canada)
📍 British Columbia