Become a Client Service Focused Associate at TD Wealth and provide crucial support to Financial Planners in Calgary. This role is all about fostering exceptional client relationships and business development.

At TD Wealth, you will be tasked with ensuring that Financial Planners deliver outstanding service to clients. By managing inquiries, assisting with business building, and handling complex transactions, you contribute significantly to the financial success of clients. This role requires collaboration, keen analysis, and strong communication skills.

Key Responsibilities: • Deliver dedicated support to Financial Planners • Handle client inquiries with expert solutions • Facilitate account opening and transactional services • Engage in identifying revenue and asset growth • Analyze data to resolve complex client issues

Requirements: • University/college diploma and 2 years of industry experience • Understanding of financial regulations is essential • CPH and CSC certifications preferred • Robust communication and independent working skills • Ability to analyze complex data effectively

Drive client satisfaction and financial growth with TD Wealth in Calgary. #J-18808-Ljbffr

📌 Client Service Focused Associate TD Wealth (Winnipeg)
🏢 TD
📍 Winnipeg