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 robust 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 new 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)
🏢 The Toronto-Dominion Bank (Canada)
📍 Toronto