Client Service Associate, Financial Planning
TD Bank Group(1 month ago)
About this role
A Financial Planning Client Service Associate at TD Wealth supports Financial Planners by delivering dedicated client-facing sales and service support within wealth management. The role focuses on assisting with progress reviews, client contact, and business development to help grow assets and deliver personalized financial planning experiences. It contributes to operational efficiency and client loyalty within TD Wealth’s Financial Planning team.
Required Skills
- Client Service
- Sales Support
- Account Administration
- Data Analysis
- Problem Solving
- Relationship Building
- Communication
- Bilingualism
Qualifications
- University/College Diploma
- Canadian Securities Course (CSC)
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
View more jobs at TD Bank Group →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at TD Bank Group
Similar Jobs
Client Service Manager (On-site)
Wealth Enhancement Group(6 days ago)
Financial Planning Assistant
Wealth Enhancement Group(1 month ago)
Financial Planning Specialist
Frost(1 month ago)
Planning Consultant - San Francisco, CA
Fidelity(6 days ago)
Senior Client Service Associate - Mission Financial Planners
Kestra Financial Independent Advisor(10 months ago)
Administrative Assistant (Financial Planning)
B.F. Saul Company(1 month ago)