Elevate your career as a Client Service Associate with TD Wealth in Edmonton, Alberta. Provide specialized support to Investment Advisors while delivering exceptional service to clients in an agile setting.

As a valuable member of the team at TD Private Wealth Management, you will be engaged in a range of administrative tasks that directly support an Investment Advisor or advisory team. This role requires a commitment to client service, compliance, and proactive communication while helping clients navigate investment products and solutions.

Responsibilities

• Prepare documentation for client meetings with Investment Advisors
• Analyze and create reports on client accounts
• Manage leads and ensure proper referral administration
• Submit marketing pieces for approvals and maintain materials
• Deliver high-quality service via phone and electronic inquiries

Qualifications

• Undergraduate degree or commun...