Boost your career in client service with TD Wealth as a PIA Client Service Associate in Regina, Saskatchewan. Drive exceptional customer experiences while supporting Investment Advisors with top-notch administrative tasks.

In this pivotal role, you will deliver specialized support to Investment Advisors and clients, ensuring meticulous attention to detail in all interactions. Exceptional communication and organizational skills are key as you prepare documents, create reports, and maintain marketing materials. Your proactive engagement will shape the client experience and enhance team performance.

Key Responsibilities:



• Prepare documentation ahead of client meetings • Generate analytical reports on client accounts • Create and manage lead referrals accurately • Compile and submit marketing pieces for approval • Maintain compliance with all documentation protocols

Requirements: • Undergraduate degree or college diploma preferred • 1-2 years of relevant experience in banking or administration • Licensed Investment Representative (IR) with CIRO • Robust communication and relationship-building skills • Knowledge of wealth management or investment products is an asset

Effective client management hinges on your skills and dedication to service excellence. #J-18808-Ljbffr

📌 Client Service Associate at TD Wealth (Winnipeg)
🏢 TD Bank Group
📍 Winnipeg