Job Description
Transform your career at TD Wealth in Edmonton, Alberta, as a Client Service Associate. Provide exceptional client service and administrative support to Investment Advisors while enhancing client experiences in a dynamic environment.
As a key team member at TD Private Wealth Management, you will engage in various administrative tasks that support an Investment Advisor. This role emphasizes proactive communication, compliance, and a strong commitment to client service while assisting clients with investment products and solutions.
Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Analyze and report on client account information
• Manage leads and referral administration processes
• Submit marketing pieces for approval and maintain materials
• Provide service through phone and electronic inquiries
Requirements:
• Undergraduate degree or community college diploma preferred
• CIRO licensed as an Investment Representat...
As a key team member at TD Private Wealth Management, you will engage in various administrative tasks that support an Investment Advisor. This role emphasizes proactive communication, compliance, and a strong commitment to client service while assisting clients with investment products and solutions.
Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Analyze and report on client account information
• Manage leads and referral administration processes
• Submit marketing pieces for approval and maintain materials
• Provide service through phone and electronic inquiries
Requirements:
• Undergraduate degree or community college diploma preferred
• CIRO licensed as an Investment Representat...
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