TD Private Wealth Management Associate (Nanaimo)

Become a TD Private Wealth Management Associate in Nanaimo, British Columbia, and drive legendary client experiences through specialized support. Your attention to detail will enhance our quality of service. In this role, you will partner with Investment Advisors by providing dedicated administrative support and preparing vital documentation for effective client meetings. This position requires strong relationship-building skills, as you'll mentor clients on our services while identifying prospective leads for the business. Compliance with regulations is crucial as you engage with clients. Key Responsibilities: • Develop and prepare meeting documentation • Create detailed reports for client account reviews • Capture and administer lead referrals appropriately • Ensure approval of marketing submissions • Address inquiries via phone, mail, and electronically Requirements: • Undergraduate degree or diploma preferred • CIRO licensed Investment Representative is mandatory • 1-2 years of relevant administrative or banking experience • Robust communication and collaborative abilities • Knowledge of investment and wealth management products beneficial Join TD Wealth and contribute to the enhancement of our client service excellence in Nanaimo! #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oix8n