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Client Service Associate, Financial Planning at TD Bank - ApplyBlast

Client Service Associate, Financial Planning

TD Bank

4 months ago

Montréal, Québec

Onsite

Full Time

Junior

0 applicants

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About this role

The Financial Planning Client Service Associate at TD Wealth provides dedicated sales and service support to Financial Planners by assisting with progress reviews, client contacts, and business building activities. This role ensures a legendary client experience by identifying growth opportunities, managing transactions, and solving complex problems across various products and regulatory environments.

Responsibilities

Provide sales and service support to Financial Planners
Conduct high-risk transactions and manage account activities
Identify opportunities for net asset growth and revenue
Gather and analyze data to solve complex client problems
Ensure timely completion of new account openings and transfers

Skills

Qualifications

University or College DiplomaCIRE (Canadian Investment Regulatory Exam)

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).