Fp Client Service Associate

TD Bank

Calgary, Alberta, Canada
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Client service associate
Sales and service support
Progress review
The Client Service Associate provides a high level of dedicated sales and service support to TD Wealth Financial Planners in progress reviewing, client contacting, and business building

Job Summary

  • The Client Service Associate provides a high level of dedicated sales and service support to TD Wealth Financial Planners in progress reviewing, client contacting, and business building.
  • This role involves responding to client and FP inquiries, conducting complex transactions, and assisting with account openings and administrative requests.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a comprehensive Total Rewards package.

Matching Summary

The Client Service Associate provides a high level of dedicated sales and service support to TD Wealth Financial Planners in progress reviewing, client contacting, and business building.

Salary

Base: $52,700 - $74,400 CAD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client Service Associate
  • Sales and Service Support
  • Progress Review
  • Client Contact
  • Business Building
  • Transaction Processing

Nice-to-have

  • Legendary client experience
  • Positive work environment
  • Skill development opportunities
  • Collaborative team player

Key Requirements

  • University/college diploma and/or minimum 2 years industry experience
  • Completion of CPH and CSC is a strong asset
  • Advanced knowledge of business, operations, and regulatory environment
  • Specialized expertise in performing diverse, complex tasks
  • Strong communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter