Wealth Planning Client Service Associate (Ontario)

Wealth Planning Client Service Associate (Ontario)

11 Aug
|
The Toronto-Dominion Bank (Canada)
|
Ontario

11 Aug

The Toronto-Dominion Bank (Canada)

Ontario

TD Wealth is seeking a Client Service Associate (CSA) to provide high-level sales and service support to TD Wealth Financial Planners. You will assist in progress reviews, client contact and business building, aiming to deliver a legendary client experience.
Responsibilities include responding to client inquiries, processing transactions, assisting with current accounts and transfers, and identifying opportunities for net asset growth and revenue. Strong communication and teamwork are essential.

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📌 Wealth Planning Client Service Associate (Ontario)
🏢 The Toronto-Dominion Bank (Canada)
📍 Ontario

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