Join TD Wealth in Toronto as a Financial Planning Client Service Associate. Focus on client inquiries and enhance the financial planning experience through strong 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 solid 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.

📌 Financial Planning Client Service Associate Role Toronto (Canada)
🏢 The Toronto-Dominion Bank (Canada)
📍 Canada