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 (Canada)
🏢 The Toronto-Dominion Bank (Canada)
📍 Canada