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 strong 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 in Toronto employer: The Toronto-Dominion Bank (Canada)
The Toronto-Dominion Bank is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Lead Platform Engineers looking to make a significant impact. With a strong focus on employee growth, the bank offers numerous opportunities for professional development and advancement, alongside competitive benefits that support work-life balance. Located in the vibrant city of Toronto, employees enjoy a dynamic environment that encourages creativity and teamwork while contributing to cutting-edge financial technology solutions.
Contact Details:
The Toronto-Dominion Bank (Canada) Recruitment Team
