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 recent accounts and transfers, and identifying opportunities for net asset growth and revenue. Robust communication and teamwork are essential.
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📌 Wealth Planning Client Service Associate Toronto
🏢 The Toronto-Dominion Bank (Canada)
📍 Toronto
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