Client Service Associate

Client Service Associate – TD Securities Work Location: Vancouver, British Columbia, Canada Hours: 37.5 per week Line of Business: TD Wealth Pay Details: $38,300 - $51,700 CAD; eligible for commission‑based earnings Job Description TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients the chance to create one‑on‑one relationships with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. Responsibilities Prepare documentation and provide updates to IAs in preparation for client meetings. Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities. Accept/create leads and ensure correct referral coding administration. Submit marketing pieces for approval, compile client information packages, maintain marketing materials and “Marketing Express” mail‑outs. Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials. Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full‑service brokerage. Deliver the “gold standard” client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion. Adhere to all policies and procedures and maintain a culture and operation of risk management. Use insights to continually improve individual and team performance for clients. Participate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or related activities. Job Requirements Undergraduate degree or community college diploma preferred. Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months. Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently. Benefits and Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals, including base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Additional Information This job opportunity is subject to provincial regulation for employment purposes. Each province or territory within Canada may have its own set of regulations and requirements. Colleague Development Your career development includes regular career, development, and performance conversations with your manager, access to an online learning platform, and a variety of mentoring programs to unlock future opportunities. Training & Onboarding We will provide training and onboarding sessions to ensure you have everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview and communicate outcomes by email or phone call. Accommodation Your accessibility is important to us. Let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help remove barriers during the interview process. Language Requirement (Quebec Only) Sans Objet Job Details Seniority level: Entry level Employment type: Full‑time Job function: Other Industries: Investment Banking #J-18808-Ljbffr