TD Wealth in Richmond, British Columbia seeks a Client Service Associate to enhance client relationships and deliver outstanding service. This role offers a unique entry into wealth management. As a frontline Client Service Associate, you will support Investment Advisors and engage directly with clients to provide tailored assistance.

Your responsibilities encompass documentation preparation, report generation, and client communication to uphold the highest standards of service. This position is ideal for detail-oriented individuals looking to thrive in a dynamic environment. Key Responsibilities:

- Prepare updates and documentation for Investment Advisors
- Communicate product knowledge and referral opportunities to clients




- Ensure compliance with account documentation requirements
- Compile and maintain marketing materials and client packages
- Respond to client inquiries through calls and email Requirements:
- Preferred undergraduate degree or community college diploma
- 1–2 years of experience in finance or administrative roles
- Licensed Investment Representative (IR) needed
- Knowledge in wealth management and operations is a plus
- Solid collaborative and independent working skills Grow your career in a leading global financial institution with TD Wealth.

📌 Client Service Role at TD Wealth (Richmond)
🏢 TD
📍 Richmond