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Client Solutions Associate Jobs in Alberta (NOW HIRING)

... solutions, and service to clients. TD Private Investment Advice offers clients the chance to ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

PIA Client Service Associate

Calgary, AB · On-site

CA$43K - CA$56K/yr

... solutions, and service to clients. TD Private Investment Advice offers clients the chance to ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

... solutions on the Databricks Lakehouse Platform that actually fit their environment. That means ... Databricks GenAI Engineer Associate certification. * Exposure to enterprise engagement cycles and ...

Partner closely with enablement teams (Advisor Associate Support, Coaching, Onboarding), regional leadership, and ATB Financial partners to promote cross-specialization and unified client solutions.

Partner closely with enablement teams (Advisor Associate Support, Coaching, Onboarding), regional leadership, and ATB Financial partners to promote cross-specialization and unified client solutions.

In-depth financial analysis and due diligence on client companies to assess their financial health ... solutions to clients.. * Champion Energy Transition and Sustainability by engaging with clients on ...

Client-focused approach with the ability to build long-term relationships. * Commitment to delivering high-quality engineering solutions. Compensation * Associate: $100,000 - $130,000 * Principal ...

Actively seeks opportunities to increase client satisfaction and deepen client relationships ... solutions on the most exciting projects across Canada. From fully-integrated hospitals and ...

Maintain existing client accounts from an account maintenance perspective, including but not ... and timely solutions. * Become well-versed in internal controls and industry regulatory ...

Showing results 21-40

Client Solutions Associate information

What is a client solutions associate?

Client Solutions Associates are professionals who act as a liaison between clients and their company, ensuring that clients’ needs and objectives are understood and met. They typically work in industries such as finance, consulting, or technology, supporting sales teams and delivering tailored solutions to clients. Their responsibilities often include managing client relationships, providing product or service support, and collaborating with internal teams to resolve issues. Strong communication, problem-solving, and organizational skills are essential for success in this role.

How does a client solutions associate typically collaborate with sales and account management teams?

Client Solutions Associates work closely with both sales and account management teams to ensure client needs are understood and addressed effectively. They often serve as a vital communication bridge, translating client objectives into actionable strategies while supporting the sales process with research, presentations, and solution development. Their role involves coordinating meetings, gathering feedback, and ensuring that client campaigns or projects are executed smoothly, which requires strong interpersonal and organizational skills. This collaborative environment provides valuable exposure to various business functions and can lead to advancement opportunities in client management or strategic roles.

What are the key skills and qualifications needed to thrive as a client solutions associate, and why are they important?

To excel as a Client Solutions Associate, you need strong analytical abilities, business acumen, and a bachelor's degree in a relevant field such as business, finance, or economics. Familiarity with CRM software, data analysis tools, and proficiency in Microsoft Office are typically required. Exceptional communication, problem-solving, and relationship-building skills help you effectively address client needs and collaborate across teams. These qualifications are essential for delivering tailored solutions, ensuring client satisfaction, and driving business growth.

What is the difference between Client Solutions Associate vs Account Manager?

AspectClient Solutions AssociateAccount Manager
Primary RoleSupports client needs, assists in solution delivery, and coordinates between teamsManages client accounts, maintains relationships, and drives account growth
Required SkillsCommunication, problem-solving, product knowledgeRelationship management, sales, strategic planning
Work EnvironmentCollaborative, team-oriented, often in client-facing settingsClient-focused, sales-driven, often in account management teams
Common UsageUsed in tech, consulting, and service industriesCommon in advertising, marketing, and SaaS sectors

The main difference is that a Client Solutions Associate primarily supports client needs and coordinates solutions, while an Account Manager focuses on managing client relationships and growing accounts. Both roles require strong communication skills and industry knowledge, but their core responsibilities differ in scope and focus.

Is a client solutions associate a good job?

A client solutions associate role involves managing client relationships, providing support, and developing solutions to meet client needs, often requiring strong communication and problem-solving skills. It can offer opportunities for career growth, industry experience, and skill development, making it a valuable position for those interested in client-facing roles in business or sales environments.

What are the most commonly searched types of Client Solutions jobs in Alberta?

The most popular types of Client Solutions jobs in Alberta are:

What are popular job titles related to Client Solutions Associate jobs in Alberta?

For Client Solutions Associate jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Client Solutions Associate jobs in Alberta look for?

The top searched job categories for Client Solutions Associate jobs in Alberta are:

What cities in Alberta are hiring for Client Solutions Associate jobs?

Cities in Alberta with the most Client Solutions Associate job openings:

Infographic showing various Client Solutions Associate job openings in Alberta as of August 2026, with employment types broken down into 81% Full Time, 13% Part Time, and 6% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution.

PIA Client Service Associate

Td

Edmonton, AB

CA$43K - CA$56K/yr

Full-time

Posted 15 days ago


Job description

Work Location:

Edmonton, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$43,300 - $56,700 CADThis role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advice, solutions, and service to clients.

TD Private Investment Adviceoffers clients the chance to createone-on-one relationship with a dedicated and professional Investment Advisor(IA), whilemaintainingactive participation in decisionsregardingtheir investment portfolio.It'sa very specialand supportive place to begin - and grow - a lasting, progressive, and rewarding career in wealth.

Are you admired for your attention to detail, exactingstandardsand willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position ofPIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

In addition, you will:

  • Prepare documentation and provide updates to IAs in preparation for client meetings

  • Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, andidentifyreferral opportunities

  • Accept/create leads and ensure correct referral coding administration

  • Submit marketing pieces for approval, compile client information packages,maintainmarketing materials

  • Become familiar withand adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials

  • Providea high levelof client service which includes responding to phone, mail and electronicenquiries based on knowledge offull-servicebrokerage

  • Deliver the 'gold standard' client experience at every interaction with team members,colleaguesand clients; prioritize and handle own work and consistently exercise discretion

  • Adhere to all policies and procedures andmaintaina culture and operation of risk management

  • Use insights to continually improve individual and team performance for clients

  • Participate fully as a team member, continuallyimprovingknowledge andkeepingothers informed and up to date about status and progress,issuesor other related activities

Job Requirements

  • Undergraduate degree or community college diploma preferred

  • Successful candidates willbe requiredto be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)

  • 1-2 years of relevant experience, ideally in banking, administrative roles, or related fields

  • Strong communicationskills with the ability to build relationships and work collaboratively, confidentially, and independently

  • Knowledge of wealth management and/or operations is an asset

  • Knowledge of investment products is an asset

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet