Private Wealth Client Service Associate

Support TD Wealth Investment Advisors in Victoria through client service, account reporting, and detailed administrative coordination. Work 37.5 hours weekly in British Columbia.
As a PIA Client Service Associate, you will provide specialized administrative support to an Investment Advisor or advisor team. The position combines client correspondence, meeting preparation, referral administration, and compliance documentation. Your work supports personalized service for high value clients within TD Private Wealth Management and TD Private Investment Advice.

Key Responsibilities:

Prepare documentation and updates for Investment Advisor client meetings
Create client account reports for analysis and discussion
Respond to phone, mail, and electronic client enquiries
Submit marketing materials and maintain client information packages
Accept leads and complete accurate referral coding administration
Requirements:
Undergraduate degree or community college diploma preferred
Obtain Investment Representative licensing through CIRO
One to two years of relevant experience
Strong communication and relationship-building skills
Knowledge of wealth management or investment products is an asset
Apply client service, reporting, and administrative expertise while supporting Investment Advisors and personalized wealth solutions at TD Wealth.