Enhance client relationships in your career at TD Wealth in Vancouver, British Columbia. As a Client Service Associate, you'll deliver exceptional support to Investment Advisors while fostering client engagement.

In this frontline role, you will provide specialized administrative assistance to a team of Investment Advisors. Your focus on high-quality client service will be key, as you prepare documentation, create client reports, and manage communications with customers. Your attention to detail and supportive nature will make a lasting impact on client experiences.

Key Responsibilities:
• Prepare documents for client meetings in collaboration with Advisors
• Generate reports analyzing client accounts and mentorship
• Create and manage leads, ensuring proper referral coding




• Compile marketing materials and client information packages
• Provide responsive client service across various channels

Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative (IR) with CIRO
• 1–2 years relevant experience in related fields
• Solid communication and relationship-building skills
• Knowledge of wealth management and investment products is an asset

Bring your client service dedication to enrich experiences at TD Wealth in Vancouver.
#J-18808-Ljbffr

📌 Client Service Associate at TD Wealth (British Columbia)
🏢 TD
📍 British Columbia