Client Relationship Associate with TD Private Wealth

Join TD Private Wealth Management as a Client Relationship Associate in Edmonton, Alberta. Focus on delivering high standards of client service and enhancing account management processes.
In this role, you will work closely with clients and Investment Advisors, preparing necessary documentation and client updates while creating analytical reports. Your goal will be to provide mentorship on products and services, while ensuring effective referral management and compliance with regulatory standards.
Key Responsibilities:
• Create and prepare client meeting documents
• Provide analytical reports to enhance client interactions
• Offer product mentorship and identify referral opportunities
• Ensure compliance with marketing and documentation standards
• Participate effectively as a team member to improve service
Requirements:
• Preferred: Undergraduate degree or community college diploma
• Investment Representative (IR) licensing required
• 1–2 years of rele...