Become a Client Service Associate for TD Wealth in Red Deer, Alberta. Utilize your strong 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 solid 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 strategiesRequirements:- 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 productsDrive client satisfaction and enhance your career in wealth management at TD Wealth in Red Deer.#J-18808-Ljbffr

📌 Client Service Associate In Red Deer - C$43,300 - C$56,700 A Year (Burnstick Lake)
🏢 TD Wealth
📍 Burnstick Lake