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.

Solid communication skills and attention to detail will ensure you provide exceptional service in a collaborative workplace. 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
Robust 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.

📌 Client Service Associate At Td Wealth Calgary
🏢 TD Bank Group
📍 Calgary