Private Wealth Client Service Associate | Commission

TD; Calgary; On-site; CAD 43,000 - 57,000; Full time

Job summary

TD Private Wealth Management in Calgary is seeking a detail‑oriented PIA Client Service Associate to provide dedicated administrative support to Investment Advisors and their teams, and to engage with clients and branch staff.

You will prepare documents, build client information packages, ensure compliance, and deliver a high‑quality client experience that reflects TD's commitment to service and integrity.

Qualifications

• Undergraduate degree or college diploma preferred.
• Must be licensed as an Investment Representative with CIRO.
• 1–2 years of relevant experience in banking, administrative roles, or related fields.
• Strong communication skills and ability to build relationships, confidentially and independently.
• Knowledge of wealth management and/or investment products is an asset.

Responsibilities

• Prepare documentation and provide updates to Investment Advisors in advance of client meetings.
• Create reports for analysis of client accounts and identify referral opportunities.
• Accept/create leads and ensure correct referral coding.
• Submit marketing pieces for approval and maintain client information packages and marketing materials.
• Adhere to compliance requirements and account documentation processes.
• Provide high level client service via phone, mail and electronic inquiries.
• Deliver the 'gold standard' client experience in all interactions with clients and colleagues.
• Adhere to policies and risk management practices and keep teams informed about status.

Skills

Communication skills

Relationship building

Confidentiality

Independence

Education

Undergraduate degree or equivalent

Job description

TD Private Wealth Management in Calgary is seeking a detail‑oriented PIA Client Service Associate to provide dedicated administrative support to Investment Advisors and their teams, and to engage with clients and branch staff.

You will prepare documents, build client information packages, ensure compliance, and deliver a high‑quality client experience that reflects TD's commitment to service and integrity.