Launch your career in financial services as a Financial Planning Service Associate with TD in Toronto, Ontario. Deliver high-quality support to Financial Planners and enhance client experiences daily.

As a Financial Planning Service Associate, you will be integral to TD Wealth’s success by providing dedicated support in various activities. Your expertise will help streamline client interactions, facilitate complex transactions, and create growth opportunities for Financial Planners. This role carries significant responsibility and potential for impact.

Key Responsibilities:
• Facilitate responses to client and FP requests
• Manage complex transactions with expert knowledge
• Assist in the preparation of client documentation




• Identify recent business opportunities through analysis
• Foster a collaborative and positive team atmosphere

Requirements:
• University or college diploma with 2 years experience
• Preferred completion of CPH and CSC courses
• In-depth knowledge of financial operations
• Excellent communication and collaborative skills
• Ability to function independently and in teams

Utilize your skills in client service and financial knowledge to make a difference at TD Wealth in Toronto.
#J-18808-Ljbffr

📌 Financial Planning Service Associate at TD (Ontario)
🏢 TD
📍 Ontario