Become a Client Service Associate for TD Wealth in Red Deer, Alberta. Utilize your robust organizational skills to support Investment Advisors and deliver an exceptional client experience.

You will play a vital role in maintaining client relationships and handling administrative tasks that enhance the effectiveness of Investment Advisors. This position calls for strong communication, attention to detail, and a thorough understanding of wealth management concepts to meet client needs effectively.

Key Responsibilities: • Assist in preparing documentation for client consultations • Communicate with clients to address queries and provide insights • Create and maintain marketing materials and client packages • Ensure compliance with all account servicing requirements • Collaborate with team members to optimize client strategies

Requirements: • Relevant undergraduate degree or community college diploma • 1–2 years of experience in financial services • CIRO Investment Representative license required • Exceptional verbal and written communication skills • Experience with wealth management and investment products

Drive client satisfaction and enhance your career in wealth management at TD Wealth in Red Deer.

📌 TD Wealth Client Service Associate Role (Sundre)
🏢 TD
📍 Sundre