Become a Client Service Specialist with TD Wealth in Regina, Saskatchewan, and contribute to exceptional client experiences. This role focuses on administrative support and client engagement.

As a key member of the TD Private Investment Advice team, you'll provide specialized assistance to Investment Advisors while ensuring compliance and high-quality service. You'll manage client documentation, respond to inquiries, and report on account performance, all while building lasting relationships with clients.

Your expertise in wealth management will help you identify opportunities for client growth and satisfaction.

Key Responsibilities:

- Draft reports for client account analysis
- Maintain communication with clients regarding products




- Organize client information packages and marketing materials
- Support IAs with documentation for client meetings
- Ensure adherence to compliance regulations

Requirements:

- Undergraduate degree or community college diploma preferred
- Required to be licensed as an Investment Representative
- 1–2 years of relevant experience
- Robust collaboration and confidentiality skills
- Familiarity with investment products is an asset

Leverage your skills to enhance client services at TD Wealth and grow your career in finance.

#J-18808-Ljbffr

📌 TD Wealth Client Service Specialist (Regina)
🏢 TD
📍 Regina