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