Join TD Wealth in Regina as a Client Service Associate and elevate your administrative career. Focus on providing legendary service to high-value clients while supporting Investment Advisors.

This role encompasses a variety of responsibilities central to delivering personalized advice and solutions in wealth management. You will collaborate closely with both clients and advisors, showcasing your detail-oriented approach and customer-focused mindset. Your role is essential in preparing client documentation and fostering strong relationships.

Key Responsibilities:
• Support Investment Advisors in preparing for client meetings
• Create insightful reports for client account analysis
• Manage lead creation and referral processes




• Maintain marketing materials and documentation
• Deliver outstanding client service via various channels

Requirements:
• Preferred undergraduate degree or diploma
• Licensed as an Investment Representative (IR)
• 1-2 years of experience in relevant fields
• Solid interpersonal and communication skills
• Knowledge related to investments is a plus

Delivering high-caliber service and administrative support is vital to client satisfaction and team success.
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📌 Regina Client Service Associate Role (Saskatchewan)
🏢 TD Bank Group
📍 Saskatchewan