Elevate your customer service skills as a Client Service Associate with TD Wealth in Edmonton, Alberta. This role focuses on personalized client support, documentation preparation, and effective communication.

As a Client Service Associate, you will provide administrative support to an Investment Advisor and drive exceptional client relationships. Your attention to detail and strong communication skills will ensure you manage inquiries and enhance client experiences. You will also participate in leads creation and marketing submit requests, playing a vital role in the advisor-client agile.

Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Create reports for client account analysis and product mentorship




• Manage lead referrals and ensure correct administration
• Submit marketing materials for approval and maintain inventory
• Address client inquiries via phone, mail, and electronically

Requirements:
• Undergraduate degree or community college diploma preferred
• 1-2 years in banking or administrative roles
• Strong ability in client relationship building
• Knowledge of wealth management and investment products is an asset
• Licensed as an Investment Representative with CIRO

Use your skills to enhance client experiences at TD Wealth and support sustaining relationships.
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📌 Client Service Associate at TD Wealth (Alberta)
🏢 TD Bank Group
📍 Alberta