Become a Client Associate with TD Private Wealth in Edmonton, Alberta, where you can refine your client service skills and provide dedicated support to Investment Advisors. This is an opportunity to create lasting client relationships through exceptional service.

The Client Associate position involves preparing documents, engaging with clients, and enhancing operational efficiency. You will utilize your solid communication skills to address inquiries and support the advisor-client relationship through precise administration and proactive mentorship on products and services.

Key Responsibilities:
• Assist with documentation for client meetings with advisors
• Generate reports for better understanding of client accounts
• Facilitate lead creation and track referral coding




• Handle inquiries across various channels with professionalism
• Ensure adherence to compliance in presentations and documentation

Requirements:
• Completion of an undergraduate degree or diploma is preferred
• 1-2 years of experience in relevant financial roles
• Excellent relationship-building capabilities
• Knowledge of investment products and wealth management
• CIRO licensing as Investment Representative required

Bring your talent for client interaction to TD Private Wealth and contribute to exceptional client experiences.
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📌 Client Associate Role at TD Private Wealth (Alberta)
🏢 TD Bank Group
📍 Alberta