Join TD Wealth as a Financial Planning Support Associate and enhance client interactions in Calgary. Your role will focus on delivering exceptional service and strategic insights to Financial Planners.

As a Financial Planning Support Associate at TD, you will play a vital role in optimizing the service provided to clients by Financial Planners. You'll be responsible for enhancing account management processes, engaging clients, and assisting in transaction execution. Strong analytical skills will be crucial in addressing complex inquiries and identifying areas for growth.

Key Responsibilities:
• Assist with timely completion of account requests
• Provide expert solutions for client inquiries




• Drive client contact and business development initiatives
• Analyze data to address client needs
• Collaborate within the team to improve services

Requirements:
• University/college diploma and 2 years of experience
• Background in financial services industry preferred
• Advanced knowledge of operations and regulations
• Completion of CPH and CSC is an asset
• Solid communication and problem-solving abilities

Enhance client engagement and financial opportunities at TD Wealth in Calgary.
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📌 Financial Planning Support Associate TD (Alberta)
🏢 TD
📍 Alberta