FP Client Service Associate
TD Bank Group(1 month ago)
About this role
The Client Service Associate (CSA) at TD Wealth provides dedicated sales and service support to Financial Planners, focused on delivering excellent client experiences and supporting business growth. The role helps maintain and enhance the financial performance of planners' books of business through client-facing and administrative support. This is a full-time, frontline position based in Calgary within TD Wealth.
Required Skills
- Client Service
- Sales Support
- Account Opening
- Transaction Processing
- Data Analysis
- Relationship Building
- Regulatory Knowledge
- Communication
Qualifications
- University / College Diploma
- Conduct and Practices Handbook (CPH)
- 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.
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