Wealth Management Associate at TD

Build a significant career as a Wealth Management Associate with TD in Medicine Hat, Alberta. This role is designed for those passionate about client relationship management and financial planning.

At TD Private Wealth Management, you will provide crucial business and planning support, enabling Investment Advisors to deliver exceptional service. Engage directly with clients, assist in creating tailored financial strategies, and ensure a high level of satisfaction and retention. This position plays a vital role in enhancing client relationships and optimizing their investment journeys.

Key Responsibilities:

• Collaborate with Investment Advisors on client strategies

• Foster relationships with clients and bank referral sources

• Support financial planning processes and client meetings

• Uphold internal policies and risk management standards

• Present at and organize client seminars

Requirements:

• Preferred undergraduate degree or community college diploma

• 1–2 years of experience in banking or administrative roles

• Strong interpersonal and communication skills

• Asset knowledge of wealth management and investment

• Required licensure as a Registered Representative (RR)

Drive client satisfaction and relationship success as part of TD’s wealth management team.