Elevate your client service skills with TD Wealth as a Client Service Associate in Edmonton, Alberta. This role offers specialized administrative support to Investment Advisors while delivering exceptional service to high-value clients.

As a dedicated Client Service Associate, your tasks will focus on providing essential support to Advisors and ensuring clients receive a legendary experience. This position requires attention to detail and the ability to manage diverse assignments effectively. Your contributions in client mentorship, compliance adherence, and proactive communication will significantly impact the team's success.

Key Responsibilities:
• Prepare documentation for client meetings with Advisors
• Generate analytical reports on client accounts




• Maintain marketing materials and submit for approval
• Communicate with clients to identify referral opportunities
• Ensure adherence to compliance requirements

Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed Investment Representative (IR) with CIRO
• 1–2 years of related experience
• Solid communication and relationship-building skills
• Knowledge of investment products is an asset

Drive exceptional client experiences while growing your expertise in wealth management with TD Wealth.
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📌 Client Service Associate at TD Wealth (Alberta)
🏢 TD
📍 Alberta