Elevate client relationships with TD in Red Deer, Alberta. As a full-time Client Service Associate, leverage your attention to detail to enhance client experiences and support advisors.

This role at TD Private Wealth Management involves providing specialized administrative support to Investment Advisors. You will manage client communications, prepare documentation, and foster strong relationships while adhering to compliance standards. A commitment to delivering high-quality service is essential, making this a notable opportunity for candidates focused on customer satisfaction and growth.

Key Responsibilities:
• Prepare documentation for client meetings and advisor reviews
• Create analytical reports and communicate with clients
• Generate leads and ensure accurate referral coding




• Submit marketing materials for approval and manage informational packages
• Maintain compliance with all documentation standards

Requirements:
• Undergraduate degree or college diploma preferred
• 1-2 years of relevant customer service experience
• Solid communication and relationship-building skills
• Knowledge of wealth management and investment products
• Must achieve Investment Representative licensing

Bring your detail-oriented approach to create outstanding client experiences at TD in Red Deer.
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📌 Client Service Associate at TD (Alberta)
🏢 TD Bank Group
📍 Alberta