Join TD Wealth as a Private Banking Client Service Specialist in Edmonton, Alberta. This role emphasizes extraordinary client service and the management of affluent customer relationships.
Your primary focus will be on onboarding clients, recommending tailored retail banking solutions, and identifying opportunities for client expansion. You’ll also produce necessary reports and maintain confidentiality while ensuring all transactions are accurate and compliant.
Key Responsibilities:
• Deliver exceptional service at every customer interaction
• Consult with clients during onboarding and recommend appropriate solutions
• Proactively seek ways to expand client relationships
• Compose reports and correspondence as needed




• Resolve client inquiries promptly, coordinating with partners when necessary
Requirements:
• Preference for an undergraduate degree
• Minimum 3 years of experience in Private Banking
• Solid knowledge of retail banking systems and products
• Ability to manage sensitive information tactfully
• Must complete Canadian Securities Course or similar within one year
Enhance your skilled growth while providing vital client services in a leading banking workplace.
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📌 Private Banking Client Service Specialist Edmonton
🏢 TD
📍 Edmonton