Drive exceptional customer service as a Client Support Specialist at TD Wealth in Vancouver, British Columbia. This role focuses on delivering personalized assistance to Investment Advisors and clients alike.

As a Client Support Specialist, you will provide vital administrative support to Investment Advisors, ensuring client satisfaction through attention to detail and proactive communication. Your responsibilities will include preparing client documentation, creating analytical reports, and enhancing the overall client experience. Your commitment to service excellence will help shape the client journey positively.

Key Responsibilities:
• Assist Advisors by preparing significant client meeting documents
• Draft reports for review and provide mentorship communication




• Manage leads and ensure accurate referral processes
• Coordinate marketing materials and client information compilation
• Handle client inquiries with professionalism and expertise

Requirements:
• Preferred degree or diploma in relevant fields
• CIRO licensed as an Investment Representative (IR)
• 1–2 years of experience in banking or administration
• Excellent communication and teamwork abilities
• Familiarity with wealth management and investment products is beneficial

Leverage your skills to create meaningful client interactions at TD Wealth in Vancouver.
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📌 TD Wealth Client Support Specialist (British Columbia)
🏢 TD
📍 British Columbia