Elevate your career with TD Wealth as a Client Service Associate in Toronto, Ontario. Provide exceptional support to Financial Planners while enhancing client relationships for positive outcomes.

The Client Service Associate (CSA) plays a vital role in TD Wealth by assisting Financial Planners through client interactions, progress reviews, and business development. This role requires expertise in transactional processes, proactive communication with clients, and a focus on identifying growth opportunities. Your impact will significantly contribute to the overall asset growth and service excellence within the team.

Key Responsibilities:
• Respond promptly to client and FP inquiries
• Conduct transactions with high operational knowledge




• Assist in recent account openings and transfers
• Identify revenue opportunities for Financial Planners
• Analyze data to solve complex client issues

Requirements:
• University or college diploma and 2 years experience
• Knowledge of regulatory environments and operations
• Completion of CPH course and CSC is preferred
• Strong communication and interpersonal skills
• Ability to work both collaboratively and independently

Bring your expertise in client management and financial services to grow with TD Wealth in Toronto.
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📌 Client Service Associate at TD Wealth (Ontario)
🏢 TD
📍 Ontario