Client Service Associate

Provide specialized administrative support to Investment Advisors at TD Wealth. Prepare documentation, create client reports, and deliver exceptional client services while following compliance requirements.

Posted 7/30/2026full-timeBurnaby • 🇨🇦 CanadaJuniorMid-Level💰 CA$43,300 - CA$56,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing specialized administrative support to Investment Advisors, ensuring compliance with regulatory requirements while delivering exceptional client service. Proficient in preparing documentation, creating reports, and maintaining marketing materials to enhance client engagement and operational efficiency.

Highest-signal resume keywords

Investment Representative (IR) LicenseClient Service ExcellenceWealth Management KnowledgeStrong Communication SkillsAdministrative Support Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Documentation PreparationReport CreationReferral Coding AdministrationClient Account AnalysisCompliance Adherence

Soft Skills

Relationship BuildingCollaborationDiscretionMentorship

Tools & Technologies

Marketing Materials ManagementClient Information Packages

Certifications & Qualifications

Investment Representative (IR) License

Industry Keywords

Wealth ManagementInvestment ProductsFull-Service BrokerageRisk ManagementBanking

About the role

Key responsibilities & impact

Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.
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.
Become familiar with 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 inquiries 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 improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities.

Requirements

What you’ll need

Undergraduate degree or community college diploma preferred
Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently
Knowledge of wealth management and/or operations is an asset
Knowledge of investment products is an asset

Benefits

Comp & perks

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs