Embark on a rewarding career as a Client Associate at TD Wealth in Edmonton, Alberta. This role emphasizes personalized client interactions and administrative support to Investment Advisors.
Serving within TD Private Wealth Management, the Client Service Associate assists Advisors through various supportive tasks. You will prepare and update documentation, communicate with clients about investment services, and manage lead referrals. Strong communication and a detail-oriented mindset are essential for success in this position.
Key Responsibilities:
• Prepare documentation for meetings and client updates
• Generate reports and offer product mentorship to clients
• Manage leads and ensure proper referral coding
• Compile informational materials for clients and marketing
• Understand compliance for new accounts and marketing materials
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative with CI...