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About the Role
Join TD Wealth as a Financial Client Associate and enhance client relationships in Toronto. Your dedicated service will empower Financial Planners and enrich client experiences daily.
In this role, you will provide critical support to TD Wealth Financial Planners by managing selling and service tasks. You'll engage with clients, process high-risk transactions, and facilitate account management activities. Your contributions will directly influence business development and client satisfaction in a thriving financial environment.
Key Responsibilities:
• Collaborate with Financial Planners to support client initiatives
• Respond promptly to client and planner inquiries
• Handle transactions requiring expert knowledge
• Assist in managing account openings and transfers
• Analyze data to identify and address client solutions
Requirements:
• Diploma or 2+ years industry experience required
• Completion of CPH and CSC is advantageous
• In-depth understanding o...
In this role, you will provide critical support to TD Wealth Financial Planners by managing selling and service tasks. You'll engage with clients, process high-risk transactions, and facilitate account management activities. Your contributions will directly influence business development and client satisfaction in a thriving financial environment.
Key Responsibilities:
• Collaborate with Financial Planners to support client initiatives
• Respond promptly to client and planner inquiries
• Handle transactions requiring expert knowledge
• Assist in managing account openings and transfers
• Analyze data to identify and address client solutions
Requirements:
• Diploma or 2+ years industry experience required
• Completion of CPH and CSC is advantageous
• In-depth understanding o...
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