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)
Solid verbal and written communication skills
Team-oriented and capable of maintaining confidentiality
Must obtain Investment Representative license Enhance client relationships and support your Investment Advisors effectively at TD Wealth.

📌 Investment Support Associate At Td Wealth Coquitlam
🏢 TD
📍 Coquitlam