Provide exceptional client service as a Client Service Associate with TD Wealth in Kamloops, British Columbia. Engage in wealth management, supporting Investment Advisors, and enhancing client experience within your role.

This role requires building solid relationships with clients as you prepare documentation and reports to assist Investment Advisors in meetings. With a focus on providing a 'gold standard' client experience, you will respond to inquiries and maintain compliance with operational guidelines. Team collaboration is key, as is your active participation in employee development and continual learning.

Key Responsibilities:
• Prepare client documentation and meeting updates
• Create reports for comprehensive account analysis
• Respond to inquiries via phone, mail,



and electronic means
• Ensure meticulous compliance with account documentation
• Cultivate relationships and mentor clients on products

Requirements:
• Undergraduate degree or community college diploma preferred
• 1-2 years experience in banking or administrative roles
• Must be licensed as an Investment Representative
• Strong communication skills required
• Knowledge of investment products is an asset

Elevate client service experience while fostering relationships and honing expertise at TD Wealth in Kamloops.
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📌 Client Service Associate at TD Wealth (British Columbia)
🏢 TD
📍 British Columbia