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Client Service Associate, Financial Planning at TD Bank - ApplyBlast

Client Service Associate, Financial Planning

TD Bank

2 days ago

Montréal, Quebec, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

The Client Service Associate, Financial Planning role provides dedicated sales and service support to TD Wealth Financial Planners, assisting with progress reviews, client contact, and business building to deliver a legendary customer experience. The position involves responding to client inquiries, conducting transactions, and identifying revenue opportunities to support net asset growth and business success. This role requires strong communication, analytical, and client service skills to build positive relationships and contribute to a high-performing team.

Responsibilities

Provide dedicated sales and service support to Financial Planners
Conduct transactions and manage account openings and transfers
Identify net asset growth and revenue opportunities for clients

Skills

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).