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Private Client Service Associate Jobs in Calgary, AB

Td

PIA Client Service Associate

Calgary, AB · On-site

CA$43K - CA$56K/yr

TD Private Investment Advice offers clients the chance to createone-on-one relationship with a ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

HUB

Private Client Account Manager

Calgary, AB

... client service, and fostering a culture of accountability, integrity, respect and teamwork while ... The Account Manager will function as a mentor to Associate Account Manager(s), and support Account ...

HUB

Private Client Account Manager

Calgary, AB

... client service, and fostering a culture of accountability, integrity, respect and teamwork while ... The Account Manager will function as a mentor to Associate Account Manager(s), and support Account ...

RSM

Private Client Services Intern - Summer 2027

Calgary, AB · On-site

CA$50K - CA$59K/yr

... service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

RSM

Tax Partner - Private Company

Calgary, AB · On-site

The Tax Partner - Private Company manages client relationships, drives business development, and leads people management efforts. This role involves delivering high-quality tax services, mentoring ...

CIBC

Private Banking Associate

Calgary, AB · Hybrid

As a Private Banking Associate, you will provide exceptional service to Private Banking clients by ... Client Service - Greet customers arriving for meetings and arrange contact with appropriate ...

CIBC US

Private Banking Associate

Calgary, AB · Hybrid

As a Private Banking Associate, you will provide exceptional service to Private Banking clients by ... Client Service - Greet customers arriving for meetings and arrange contact with appropriate ...

BMO Capital Markets

Private Banking Associate

Calgary, AB · On-site

CA$45K - CA$84K/yr

Acts as the key service contact for clients. * Takes ownership of client issues and collaborates ... Maintains detailed knowledge and understanding of integrated private banking services and offerings ...

Superior Health and Safety Inc

Be Seen First

Client Services Associate

Calgary, AB · On-site

CA$500 - CA$1.5K/wk

What makes us different * Paid weekly - We offer a base pay per appointment that is not sales related and allows you to focus on the clients needs. * Flexible scheduling - You send in your ...

New

Superior Health and Safety Inc

Be Seen First

Client Services Associate

Calgary, AB · On-site

CA$500 - CA$1.5K/wk

What makes us different * Paid weekly - We offer a base pay per appointment that is not sales related and allows you to focus on the clients needs. * Flexible scheduling - You send in your ...

New

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Private Client Service Associate information

What does a private client service associate do?

A private client service associate provides support to financial advisors by managing client accounts, preparing documentation, and handling inquiries. They often assist with account maintenance, client communication, and use financial software to ensure accurate and timely service for high-net-worth clients.
Infographic showing various Private Client Service Associate job openings in Calgary, AB as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Private Trust Client Service Associate - Indigenous Trust Services (ITS)

Calgary, AB

Td
See more jobs at Tdexternal

CA$52K - CA$74K/yr

Full-time

Re-posted 12 days ago

Job description

Work Location:

Winnipeg, Manitoba, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52,700 - $74,400 CAD

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 Trust, part of TD Wealth Private Wealth Management,providesa full range of trust services to clients, including individuals, corporations, First Nations, Metis, Inuit, and charitable entities. Our focus is on long-term relationship building, the protection of assets, and the responsible administration and management of financial plans.

We are seeking aPrivate Client Services Associate- Indigenous Trust Services (ITS) who willprovide supportin trust administration,assistingthe team indelivering a legendary client experience while managing trust accounts for Indigenous clients. The successful candidate will work alongsideTrust Officers in theIndigenous Trust Services team on complex accounts and contribute to a fast-growing and rewarding environment.

Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can beperfectfor you. As PrivateTrust Client Service Associate, you will provide consistent administrative,analyticaland service support to ourITSTrust Officers and Private Trust Manager. Just as importantly, you will serve as a secondary contact for the clients of these relationship managers.

In addition, you will:

  • Support a designated relationship manager in meeting service commitments to Private TrustITSclients through highly personable communication and correspondence

  • Maintain client profile and account-specific documents as well as client contact routines for all clients and in support of client relationship managers

  • Ensureaccurate,organizedand efficient service to external clients and internal colleagues and contacts reflectingTD's industry-leadinghigh standardsand guiding principles

  • Efficiently handle and promptly respond to all incoming calls,questionsand requests and / or direct to theappropriate personor area

  • Support the Private TrustITSbusiness by continually improving professional knowledge and keeping current on trends and developments,toolsand techniques

  • Work autonomously and provide specialized skills andexpertisein a moderate to high complexity environment; work may involve cross-functional team collaboration

  • Contribute to the success of the team by willinglyassistingothers in the completion and performance of work activities; keep others informed and up to date

JobRequirements :

  • Undergraduate degree

  • Working towards or completion of the Canadian Securities Course (CSC)

  • Working towardsorfulfillment of TEP (Trust & Estate Practitioner) is an asset

  • Strong communicationskills with the ability to work collaboratively,confidentiallyand independently, follow instructions/direction, and build relationships

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

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