Investment Advisor Support Associate Courtenay

Join TD Wealth as a PIA Client Service Associate in Courtenay, BC, where you will enhance client relations and streamline administrative tasks for investment advisors. Drive compliance while prioritizing client satisfaction. As a PIA Client Service Associate, you will provide essential support to investment advisors through effective client communication and administration. This role emphasizes preparing critical documents, creating client analysis reports, and adhering to compliance requirements. Your ability to multitask and maintain discretion will significantly contribute to a high-quality client experience. Key Responsibilities: • Prepare updates and documentation for client engagements • Generate client account analysis reports • Manage leads and ensure proper referrals • Submit marketing pieces for approval and compliance • Respond effectively to client inquiries via phone and email Requirements: • Preferred undergraduate degree or diploma • Must be licensed as an Investment Representative • 1–2 years in banking or administrative roles • Robust interpersonal and communication skills • Familiarity with investment products is a plus Support client success by enhancing operations at TD Wealth in Courtenay. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oed1k