Become a pivotal part of TD Wealth in Vancouver, Canada, as an Investment Client Service Associate. This role focuses on fostering meaningful client relationships through expert administrative support. The position emphasizes delivering a ‘gold standard’ client experience by supporting Investment Advisors in various administrative tasks and client communications.

You will ensure compliance, prepare critical documentation, and help clients understand their investment products. This is a fantastic starting point for a fulfilling career in wealth management. Key Responsibilities:

- Support advisors by preparing documentation for clients
- Create detailed client reports and handle inquiries
- Manage lead identification and referral processes
- Maintain and update marketing materials and compliance docs
- Prioritize effective client communication across platforms Requirements:
- Undergraduate degree or community college diploma preferred
- 1–2 years in related roles such as banking
- Excellent communication and relational skills
- Knowledge of wealth management operations
- Must obtain Investment Representative licensing Utilize your organizational skills and passion for client service at TD Wealth.

📌 Investment Client Service Associate at TD (Vancouver)
🏢 TD
📍 Vancouver