Join TD Wealth in Vancouver as a Client Service Associate and enhance your career in client engagement. This role prioritizes high-quality support for Investment Advisors and their clientele.

In this essential role, you will provide dedicated administrative support that is crucial for successful client interactions. Responsibilities include assisting with documentation for client meetings, creating insightful reports, actively managing client communications, and adhering to compliance protocols. Your efficiency and attention to detail will reinforce the exceptional client service standards at TD.

Key Responsibilities:



• Prepare client meeting documents for Advisors • Generate and analyze client account reporting • Accept leads and maintain proper referral coding • Curate marketing materials and coordinate client packages • Respond to diverse client inquiries with knowledgeable service

Requirements: • Undergraduate degree or community college diploma preferred • CIRO license as an Investment Representative (IR) • 1–2 years relevant administrative or banking experience • Strong communication and team-oriented skills • Understanding of wealth management and investment products is an asset

Your dedication to enriching the client experience will thrive at TD Wealth in Vancouver. #J-18808-Ljbffr

📌 Client Service Associate Role at TD (Winnipeg)
🏢 TD
📍 Winnipeg