Elevate your career at TD Wealth as a Client Service Associate in Calgary, Alberta. This role combines administrative support and client interaction for a rewarding experience.

As a front-line Client Service Associate, you will support Investment Advisors by preparing essential documentation, updating clients, and facilitating outreach initiatives. Strong communication skills and attention to detail will ensure you provide exceptional service in a cooperative environment. This role is pivotal for driving client satisfaction and contributes significantly to wealth management initiatives.

Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Create detailed reports analyzing client accounts
• Handle lead generation and referral coding administration




• Maintain marketing materials and client info packages
• Deliver high-level client service across various channels

Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative with CIRO
• 1–2 years of relevant banking or administrative experience
• Strong communication skills for relationship building
• Knowledge of investment products is an asset

Bring your expertise in client service and administrative support to enhance clients' wealth experience at TD Wealth.
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📌 Client Service Associate at TD Wealth (Alberta)
🏢 The Toronto-Dominion Bank (Canada)
📍 Alberta