Support Investment Advisors at TD Wealth in Regina, Saskatchewan, as a Client Service Associate. Focus on providing exceptional administrative service and client engagement.

In this client-facing role within TD Private Wealth Management, you will assist with preparing documentation, generating reports, and maintaining client communications. Your efforts will help enhance the overall client experience by ensuring accurate and timely information is delivered. As a key contributor to the team, your attention to detail and commitment to client service will be vital in achieving success.

Key Responsibilities:
• Prepare essential documentation for client meetings
• Generate reports analyzing client accounts
• Address client inquiries through various communication channels




• Manage marketing pieces and client information
• Adhere to all compliance and documentation standards

Requirements:
• Undergraduate degree or community college diploma preferred
• Required CIRO certification as Investment Representative
• 1–2 years of relevant experience in banking
• Excellent communication and relationship skills
• Knowledge of wealth management operations preferred

Drive client success and enhance your qualified growth in this rewarding role with TD Wealth.
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📌 Investment Advisor Support at TD Wealth (Saskatchewan)
🏢 TD
📍 Saskatchewan