TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advice, solutions, and service to clients.

TD Private Investment Advice offers clients the chance to createone-on-one relationship with a dedicated and skilled Investment Advisor(IA), whilemaintainingactive participation in decisionsregardingtheir investment portfolio.It'sa very specialand supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.

Are you admired for your attention to detail, exactingstandardsand willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.



You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

In addition, you will:

Prepare documentation and provide updates to IAs in preparation for client meetings

Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, andidentifyreferral opportunities

Accept/create leads and ensure correct referral coding administration

Submit marketing pieces for approval, compile client information packages,maintainmarketing materials

Become familiar withand adhere to compliance requirements, including all aspects of new and existing

📌 Client Services Director (Regina)
🏢 MNP
📍 Regina