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Job Description & How to Apply Below
Elevate client experiences with TD Wealth as a PIA Client Service Associate in Red Deer, Alberta. Focus on providing specialized administrative support to Investment Advisors while fostering client relationships.
In this frontline role, you will assist with the documentation and reporting needs of Investment Advisors, enhancing customer service interactions. Candidates with attention to detail, strong communication skills, and a desire to thrive in wealth management are ideal. This role supports not only immediate client needs but also contributes to long-term partnerships.
Key Responsibilities:
• Prepare documentation for client meetings
• Create reports for client account analysis
• Accept and create leads for referrals
• Maintain marketing materials and client packages
• Respond to client inquiries across multiple communication channels
Requirements:
• Undergraduate degree or community college diploma preferred
• 1-2 years of relevant experience in banking or administration
• Licensed as an Investment Representative (IR)
• Strong collaborative and independent work skills
• Knowledge of investment products is preferred
Become a pivotal part of TD Wealth's mission to provide legendary client service.
Position Requirements
10+ Years
work experience
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