Begin a fulfilling career as a PIA Client Service Associate at TD in Calgary, Alberta. Engage clients and support Advisors through vital administrative tasks every day.

You will be responsible for preparing documentation, creating client reports, and ensuring effective communication with customers. Your attention to detail will support the Investment Advisors’ goals, while your ability to build relationships enhances client experiences. This role calls for a team player committed to maintaining compliance and risk management practices.

Key Responsibilities:
• Assist with documentation preparation for meetings
• Generate analytical reports for client accounts
• Manage lead creation and referral coding accurately




• Submit and maintain marketing materials for effectiveness
• Provide exceptional service via phone, mail, and email

Requirements:
• Community college diploma or equivalent education
• Licensed Investment Representative required
• 1–2 years' experience in banking or related fields
• Excellent communication and cooperative skills
• Familiarity with wealth management operations is beneficial

Utilize your client service skills to contribute positively to the TD Wealth team in Calgary.
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📌 PIA Client Service Associate Calgary (Alberta)
🏢 The Toronto-Dominion Bank (Canada)
📍 Alberta