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 clientsCreate detailed client reports and handle inquiriesManage lead identification and referral processesMaintain and update marketing materials and compliance docsPrioritize productive client communication across platformsRequirements:Undergraduate degree or community college diploma preferred1–2 years in related roles such as bankingExcellent communication and relational skillsKnowledge of wealth management operationsMust obtain Investment Representative licensingUtilize your organizational skills and passion for client service at TD Wealth.

📌 Investment Client Service Associate At Td (Vancouver)
🏢 TD
📍 Vancouver