Elevate client experiences with TD Wealth as a PIA Client Service Associate in Red Deer, Alberta. Focus on providing specialized administrative support to Investment Advisors while fostering client relationships. In this frontline role, you will assist with the documentation and reporting needs of Investment Advisors, enhancing customer service interactions.
This role supports not only immediate client needs but also contributes to long-term partnerships. Create reports for client account analysis
- Maintain marketing materials and client packages
- Undergraduate degree or community college diploma preferred
- 1-2 years of relevant experience in banking or administration
- Licensed as an Investment Representative (IR)
- Become a pivotal part of TD Wealth's mission to provide legendary client service.
#
📌 Client Service Associate at TD Wealth (Red Deer)
🏢 TD
📍 Red Deer