Job Description
Elevate your professional journey as a Client Service Specialist with TD Wealth in Edmonton. Deliver outstanding support to Investment Advisors while providing top-notch service to clients in a fast-paced environment.
At TD Private Wealth Management, you will play a crucial role in assisting an Investment Advisor or advisory team with various administrative tasks. Success in this position relies on your commitment to compliance, strong communication abilities, and proactive support for clients navigating investment solutions.
Key Responsibilities:
• Prepare necessary documentation for client meetings
• Analyze and generate reports about client accounts
• Manage leads and facilitate proper referral processes
• Organize submissions of marketing materials for approval
• Respond to client inquiries via phone and electronically
Requirements:
• Bachelor’s degree or relevant diploma preferred
• CIRO Investment Representative (IR) license required
• 1–2 years o...
At TD Private Wealth Management, you will play a crucial role in assisting an Investment Advisor or advisory team with various administrative tasks. Success in this position relies on your commitment to compliance, strong communication abilities, and proactive support for clients navigating investment solutions.
Key Responsibilities:
• Prepare necessary documentation for client meetings
• Analyze and generate reports about client accounts
• Manage leads and facilitate proper referral processes
• Organize submissions of marketing materials for approval
• Respond to client inquiries via phone and electronically
Requirements:
• Bachelor’s degree or relevant diploma preferred
• CIRO Investment Representative (IR) license required
• 1–2 years o...