Elevate your career with TD Wealth as a Client Service Associate in Montréal, Quebec. Deliver exceptional financial planning support, manage client inquiries, and contribute to a legendary customer experience. In this client-facing role at TD Wealth, candidates will use their expertise to assist financial planners and clients effectively.

Successful associates will respond to inquiries and facilitate new account openings while leveraging their advanced problem-solving skills. Building client relationships and promoting asset growth are vital aspects of this position. Key Responsibilities:

- Respond to client inquiries with timely solutions
- Conduct transactions requiring expert knowledge
- Assist in current account and cash transfer processes
- Identify revenue opportunities for financial planners
- Analyze data to solve complex client issues Requirements:
- University/College Diploma and 2+ years experience
- Bilingual in English and French
- CIRE completion preferred
- Strong communication and service skills
- Meticulous attention to detail and problem-solving ability Bring your strong client service skills and financial expertise to contribute positively at TD Wealth.

📌 Client Service Associate at TD Wealth (Montreal)
🏢 TD
📍 Montreal