Become a vital part of TD Wealth as a Client Service Associate in Toronto, Ontario. Deliver exceptional client experiences through proactive support and communication in a dynamic environment. In this role, you will serve as the first point of contact for Financial Planners (FPs) and clients, ensuring all inquiries are handled promptly and with precision. Your expertise will help in maintaining quality relationships while completing necessary administrative tasks.

Key responsibilities
include managing new account setups, resolving client issues, and supporting FPs in their daily operations.

Key Responsibilities
• Respond to FP/client inquiries with timely solutions
• Manage new account and transfer documentation
• Communicate policy changes to FPs proactively




• Assist in identifying growth opportunities for FPs
• Supervise and ensure compliance with operational standards

Requirements:
• University/College Diploma or minimum 2 years experience
• Canadian Securities Course (CSC) completion
• Conduct & Practices Handbook (CPH) certification within 90 days
• Wealth Management Essentials (WME) within 18 months
• Robust verbal and written communication skills Utilize your skills to enhance client relations and support Financial Planners at TD Wealth in Toronto.

📌 Client Service Associate at TD Wealth (Toronto)
🏢 TD
📍 Toronto