Client Service Associate

Experience a rewarding career as a Client Service Associate in Toronto with TD Wealth. This full-time role focuses on delivering top-notch client service and financial planning support.

You will be integral to the TD Wealth team, providing essential sales and service support to Financial Planners. By handling client inquiries and complex transactions, you will contribute to the growth and efficiency of business operations.

This role offers a chance to enhance your career in the financial services sector.

Key Responsibilities:

• Deliver high-level support to Financial Planners and clients

• Address client inquiries with timely options and solutions

• Facilitate administrative tasks and account management

• Identify potential revenue growth opportunities

• Collaborate to maintain high service standards

Requirements:

• Minimum 2 years in the financial services industry

• Relevant diploma from a university or college

• CPH and CSC course completion preferred

• Strong understanding of business and regulatory processes

• Excellent communication and teamwork skills

Join TD Wealth and thrive in a role dedicated to client satisfaction.
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