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 new business prospects through analysis
Foster a team-oriented 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 team-oriented 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.

📌 Financial Planning Service Associate At Td Toronto
🏢 TD
📍 Toronto