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 current 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