Discover an impactful career as a PIA Client Service Associate with TD Wealth in Regina, Saskatchewan. Your role will play a crucial part in enhancing client experiences while providing tailored administrative support.

As a Client Service Associate, your focus will be on aiding Investment Advisors and ensuring exceptional customer service. This role demands keen administrative skills, attention to detail, and the ability to manage multiple tasks efficiently.

Your contributions will enhance overall client satisfaction and support strategic goals.

Key Responsibilities:

- Prepare materials and documentation for client discussions
- Analyze and generate reports on client portfolios
- Implement accurate lead and referral tracking




- Create and maintain marketing piece submissions
- Provide exemplary service through various client communications

Requirements:

- College diploma or undergraduate degree preferred
- CIRO Investment Representative licensing required
- 1-2 years of relevant banking or administrative experience
- Excellent communication and relationship skills
- Background in wealth management or investment knowledge preferred

Your administrative expertise and client service focus will drive excellence at TD Wealth.

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📌 PIA Client Service Associate Position (Regina)
🏢 TD Bank Group
📍 Regina