Elevate your career as a Client Service Associate with TD Wealth in Regina, Saskatchewan. Provide personalized support to Investment Advisors while ensuring top-notch client satisfaction and administrative excellence.

In this frontline role, you will play a vital part in enhancing the client experience at TD Private Wealth Management. Focused on delivering legendary service, this position involves preparing documentation for client meetings, creating insightful reports, and corresponding with clients. Your attention to detail and dedication will be critical in supporting Wealth Management goals, ensuring compliance, and identifying referral opportunities.

Key Responsibilities:



• Prepare documentation for client advisor meetings • Create analytical reports on client accounts • Respond to client inquiries via phone and email • Manage marketing materials and documentation processes • Maintain compliance with account documentation standards

Requirements: • Undergraduate degree or community college diploma preferred • Licensed as an Investment Representative with CIRO • 1–2 years in banking or administrative roles • Strong communication and relationship-building skills • Knowledge of wealth management is an asset

Support TD Wealth's commitment to exceptional client service and career development in this exciting role.

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