Client Relationship Associate Wealth

Position: Client Relationship Associate at TD Wealth
Join TD Wealth as a Client Relationship Associate in Vancouver, British Columbia. Enhance client interactions by providing business and planning support that leads to exceptional wealth management experiences.

In this role, you will assist Investment Advisors in fostering strong client relationships and delivering tailored financial solutions. You will participate in strategic planning sessions, support client meetings, and ensure high service quality while managing risk. This position emphasizes attention to detail, effective communication, and a collaborative spirit to maintain a positive team environment.

Key Responsibilities:

• Support Advisors with personalized client solutions

• Participate in planning and client meetings

• Organize client seminars and events for engagement

• Monitor service quality and implement improvements

• Build strong relationships with clients and referral sources

Requirements:

• Undergraduate degree or community college diploma preferred

• 1-2 years of relevant banking or administrative experience

• Strong communication and relationship-building skills

• Knowledge of wealth management or investment products

• Must be licensed as a Registered Representative

Bring your expertise in client relations and a passion for wealth management to drive client success at TD Wealth.
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