Job Description
Join TD Wealth Management as a Client Relations Specialist in Saskatoon, where you'll assist Investment Advisors in delivering top-notch client services and financial planning. Enjoy a competitive salary and benefits while making a difference.
This role caters to individuals with an undergraduate degree or community college diploma, alongside 1–2 years of relevant experience in banking or related fields. As you support Investment Advisors, you'll focus on building and maintaining strong client relationships and contribute to the wealth-planning process. Your role includes participation in client meetings and implementing continuous improvement strategies.
Key Responsibilities:
• Assist Investment Advisors by providing custom financial solutions
• Build and maintain client relationships for optimal service delivery
• Participate in the wealth-planning process and client events
• Ensure adherence to internal policies and risk management
This role caters to individuals with an undergraduate degree or community college diploma, alongside 1–2 years of relevant experience in banking or related fields. As you support Investment Advisors, you'll focus on building and maintaining strong client relationships and contribute to the wealth-planning process. Your role includes participation in client meetings and implementing continuous improvement strategies.
Key Responsibilities:
• Assist Investment Advisors by providing custom financial solutions
• Build and maintain client relationships for optimal service delivery
• Participate in the wealth-planning process and client events
• Ensure adherence to internal policies and risk management
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