Join TD Wealth in Toronto as a Financial Planning Client Service Associate. Focus on client inquiries and enhance the financial planning experience through solid communication and administration skills.
In this full time role, you will have the responsibility of responding promptly to client inquiries and creating an exceptional financial planning experience. You will assist Financial Planners by managing account documentation, follow-ups, and resolving issues through effective communication. This position is instrumental in fostering strong relationships between clients, Financial Planners, and the operations team.
Key Responsibilities:
• Respond to client inquiries with timely solutions
• Create positive experiences for clients and planners




• Manage recent account openings and document submissions
• Investigate and resolve client and planner issues
• Keep Financial Planners updated on relevant information
Requirements:
• Minimum 2 years of relevant experience
• University/College Diploma required
• Canadian Securities Course (CSC) completion
• Strong verbal and written communication skills
• Ability to assist clients effectively
Support TD Wealth's mission by enhancing client experiences and operational efficiency in this pivotal role.
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📌 Financial Planning Client Service Associate Role Toronto
🏢 The Toronto-Dominion Bank (Canada)
📍 Toronto