Wealth Client Service Associate – Support for Advisors

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

Benefits offered by this job

Total Rewards Package

Career development

Job summary

TD Private Wealth Management in Edmonton is seeking a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team of Advisors, handling client communications and meeting preparations.

You will prepare documentation, analyze client accounts, and maintain compliance while delivering the gold standard client experience with confidential, relationship-building collaboration across the team.

Qualifications

• Undergraduate degree or community college diploma preferred.
• Licensed as an Investment Representative (IR) with CIRO
• 1–2 years of banking or administrative experience
• Strong communication skills and ability to build client relationships
• Knowledge of wealth management and/or operations is an asset
• Knowledge of investment products is an asset

Responsibilities

• Prepare documentation and updates for Investment Advisors ahead of client meetings
• Create client reports and identify referral opportunities
• Accept/create leads and ensure correct referral coding
• Submit marketing pieces for approval and maintain client information packages
• Maintain compliance with new and existing account documentation and marketing materials
• Provide high level client service via phone, mail and electronic inquiries with full-service brokerage knowledge
• Assist team to deliver premium client experiences and manage own workload with discretion
• Support risk management policies and procedures
• Share insights to improve team performance and provide status updates

Skills

Strong communication skills

Relationship building

Team collaboration

Independent work

Education

Undergraduate degree or community college diploma

Job description

TD Private Wealth Management in Edmonton is seeking a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team of Advisors, handling client communications and meeting preparations.

You will prepare documentation, analyze client accounts, and maintain compliance while delivering the gold standard client experience with confidential, relationship-building collaboration across the team.