Become a Client Service Associate for TD Wealth in Red Deer, Alberta. Utilize your solid 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 robust 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.
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📌 Td Wealth Client Service Associate Role Alberta (Canada)
🏢 TD
📍 Canada