Join TD Wealth as an Investment Support Associate in Coquitlam, British Columbia. This pivotal role centers around delivering exceptional administrative support and fostering solid client relationships.

In the Client Service Associate position at TD Wealth, you will collaborate closely with Investment Advisors to prepare for client engagements and address inquiries effectively. This role demands an individual with high standards and a commitment to client satisfaction. Your contributions will significantly influence the client experience and organizational success.

Key Responsibilities:
• Facilitate preparation for investment meetings
• Analyze client accounts and prepare detailed reports
• Handle client communication and mentorship on services




• Support compliance with account documentation
• Manage marketing and client information materials

Requirements:
• Relevant degree or diploma preferred
• Experience in banking or administrative roles (1–2 years)
• Robust verbal and written communication skills
• Collaborative and capable of maintaining confidentiality
• Must obtain Investment Representative license

Enhance client relationships and support your Investment Advisors effectively at TD Wealth.
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📌 Investment Support Associate at TD Wealth (British Columbia)
🏢 TD
📍 British Columbia