Become a Client Service Associate with TD in Calgary, Alberta, focusing on exceptional customer service and administrative support within TD Wealth. Dive into a agile role that connects you with high-value clients.

In this position, you will assist Investment Advisors by preparing necessary documents, generating client reports, and ensuring seamless communication with clients. Your attention to detail and commitment to excellence will be crucial in delivering the “gold standard” client experience essential for success in wealth management. You'll be integral to fostering client relationships and supporting team performance.

Key Responsibilities:
• Prepare comprehensive documentation for client meetings
• Create and analyze reports on client accounts




• Assist in generating leads with correct referral coding
• Compile and maintain marketing materials effectively
• Respond to client inquiries through various channels

Requirements:
• Preferably an undergraduate degree or college diploma
• Must be a licensed Investment Representative
• 1–2 years' administrative experience in banking or finance
• Strong interpersonal and communication skills
• Knowledge of investment products as an asset

Support TD in providing outstanding service and build your career in wealth management.
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📌 Join TD as Client Service Associate (Alberta)
🏢 TD Bank Group
📍 Alberta