Wealth Management Client Services Specialist

TD; Vancouver; On-site; CAD 34,000 - 57,000; Full time

Job summary

TD Private Wealth Management in Vancouver, BC, is seeking a PIA Client Service Associate to provide specialized administrative support to Investment Advisors and teams. You will help prepare client meeting materials, generate reports, and manage leads while delivering a high standard of client service in a regulated environment.

This role requires a strong communication ability, experience in banking/administrative roles, and licensing with CIRO.

Qualifications

• Undergraduate degree or community college diploma.
• Licensed as an Investment Representative with CIRO.
• 1–2 years of relevant banking or administrative experience.
• Strong communication skills and ability to build relationships.

Responsibilities

• Prepare documentation and provide updates to Investment Advisors for client meetings.
• Create reports analyzing client accounts and identify referral opportunities.
• Accept or create leads and ensure correct referral coding.
• Submit marketing pieces for approval and maintain client information packages.
• Deliver high-level client service and respond to inquiries across channels.

Skills

Strong communication

Relationship building

Independent work

Education

Undergraduate degree or college diploma

CIRO licensed Investment Representative (IR)

Job description

TD Private Wealth Management in Vancouver, BC, is seeking a PIA Client Service Associate to provide specialized administrative support to Investment Advisors and teams. You will help prepare client meeting materials, generate reports, and manage leads while delivering a high standard of client service in a regulated environment.

This role requires a strong communication ability, experience in banking/administrative roles, and licensing with CIRO.