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 new 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
- Solid 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.
📌 Client Service Associate at TD Wealth (Toronto)
🏢 TD
📍 Toronto