Excel as a Client Service Associate with TD Wealth in Toronto, Ontario. Provide exceptional support to financial planners and clients through effective communication and problem-solving.
In this full-time role, you'll manage client inquiries, account transfers, and ensure a smooth operational flow. As an integral part of the TD Wealth team, you’ll develop strong relationships, assist clients with their needs, and promote a positive experience while adhering to compliance regulations.
Key Responsibilities:
• Respond promptly to client inquiries and provide effective solutions
• Manage new account submissions and follow up on documentation
• Assist Financial Planners with daily operations and requests
• Communicate updates and changes to clients proactively
• Identify growth opportunities for clients and Financial Planners
Requirements:
• Minimum 2 years of industry experience
• Canadian Securities Course (CSC) required
• Solid verbal and written communication skills
• University/College Diploma preferred
• Ability to manage multiple tasks efficiently
Drive client satisfaction and operational excellence as a Client Service Associate at TD Wealth in Toronto.
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📌 Client Service Associate at TD Wealth (Calgary)
🏢 TD
📍 Calgary