Join TD Wealth’s team as a Client Support Associate in Toronto, Ontario, where your commitment to client service will shine. Support Financial Planners in delivering impeccable service and driving business growth.
In this role at TD Wealth, you will serve as a dedicated resource for Financial Planners. Your primary tasks include managing client inquiries, facilitating transactions, and identifying recent business prospects. Your proactive approach will ensure a legendary experience for clients and enhance operational efficiency across teams.
Key Responsibilities:
• Handle inquiries from clients and Financial Planners
• Execute transactions with a focus on compliance
• Complete account transfers and associated documentation




• Support business growth by targeting prospective clients
• Collaborate in a positive, service-oriented workplace
Requirements:
• Post-secondary diploma and 2 years industry experience
• Familiarity with CPH and CSC courses is advantageous
• Advanced regulatory knowledge and operational skills
• Robust relationship-building and communication abilities
• Capable of independent and teamwork efforts
Leverage your skills in client interaction and financial operations to thrive at TD Wealth in Toronto.
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📌 Td Wealth Client Support Associate Toronto (Canada)
🏢 TD
📍 Canada