Join TD Wealth as a Client Service Associate in Kamloops, British Columbia, offering personalized wealth management and building lasting client relationships. Your role is pivotal in enhancing client interactions through effective communication and mentoring.
This position centers on preparing essential documentation for client meetings, analyzing accounts, and delivering insights that foster client engagement. You will contribute to creating reports while upholding the highest standards of service and compliance. Actively participate in team activities and engage with clients to ensure their needs are met.
Key Responsibilities:
• Support Investment Advisors with client meeting preparation
• Analyze accounts and produce detailed reports




• Maintain open communication channels for client inquiries
• Ensure compliance with all operational processes
• Assist customers in understanding products and services
Requirements:
• Post-secondary education preferred
• Experience in banking or related fields (1-2 years)
• Must obtain Investment Representative license
• Excellent relationship-building skills required
• Background in wealth management preferred
Drive client satisfaction while advancing your career at TD Wealth in Kamloops.
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📌 TD Wealth Client Service Associate Role (Kamloops)
🏢 TD
📍 Kamloops