Join TD Private Investment Advice as a Client Associate in Edmonton, Alberta, offering vital administrative support to Investment Advisors. Deliver a ‘gold standard’ client experience through effective communication and meticulous documentation.

In the role of Client Associate, you'll be integral to delivering personalized solutions to clients. You’ll leverage your relationship-building skills while preparing critical documentation and responding to inquiries, ensuring compliance and high-quality service. This position offers growth opportunities and the chance to learn about investment products in a prestigious environment.

Key Responsibilities:



• Provide administrative support to Investment Advisors • Create and manage reports relevant to client accounts • Assist in lead generation and marketing submissions • Engage with clients through various communication channels • Maintain compliance with all account documentation

Requirements: • An undergraduate degree or community college diploma preferred • 1-2 years of relevant experience in administrative roles • Robust communication and collaboration skills • Understanding of wealth management operations • Familiarity with investment products is beneficial

Be part of a dedicated team at TD Private Investment Advice, elevating client interactions. #J-18808-Ljbffr

📌 TD Private Investment Client Associate (Winnipeg)
🏢 TD Bank Group
📍 Winnipeg