Wealth Management Client Services Specialist

The Toronto-Dominion Bank (Canada); Calgary; On-site; CAD 43,000 - 57,000; Full time

Benefits offered by this job

Commission-based earnings

Job summary

TD Private Wealth Management in Calgary seeks a PIA Client Service Associate to provide specialized administrative support to Investment Advisors. You will assist with client meetings, prepare documentation, and generate client reports while ensuring compliance and superior service to high-value clients.

Ideal candidates have an undergraduate degree or diploma, 1–2 years in banking or related roles, and CIRO licensing.

Qualifications

• Undergraduate degree or community college diploma preferred.
• Licensed as an Investment Representative (IR) with CIRO.
• 1–2 years of relevant experience in banking or administrative roles.
• Strong communication skills and ability to work collaboratively and independently.
• Knowledge of wealth management or investment products is a plus.

Responsibilities

• Prepare documentation and provide updates to Investment Advisors for client meetings.
• Create reports analyzing client accounts and identify referral opportunities.
• Accept/create leads and ensure correct referral coding.
• Submit marketing pieces for approval and maintain client information packages.
• Adhere to compliance requirements and maintain account documentation and marketing materials.
• Deliver a high level of client service across inquiries via phone, mail, and email.
• Support team performance and keep colleagues informed of status and progress.

Skills

Communication

Relationship building

Team collaboration

Education

Undergraduate degree or diploma

Job description

TD Private Wealth Management in Calgary seeks a PIA Client Service Associate to provide specialized administrative support to Investment Advisors. You will assist with client meetings, prepare documentation, and generate client reports while ensuring compliance and superior service to high-value clients.

Ideal candidates have an undergraduate degree or diploma, 1–2 years in banking or related roles, and CIRO licensing.