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 (Red Deer)
🏢 TD
📍 Red Deer