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 • Robust 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 (Winnipeg)
🏢 TD
📍 Winnipeg