Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Bilingual english and french
Client service and support
Sales and business building support
The Financial Planning Client Service Associate provides a high level of dedicated sales and service support to TD Wealth Financial Planners by assisting in progress review, client contact, and business building activities
Job Summary
The Financial Planning Client Service Associate provides a high level of dedicated sales and service support to TD Wealth Financial Planners by assisting in progress review, client contact, and business building activities.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, savings and retirement programs, paid time off, and career development opportunities.
TD is committed to fostering a respectful workplace where diverse perspectives are valued and colleagues have fair opportunities to grow and succeed.
Matching Summary
The Financial Planning Client Service Associate provides a high level of dedicated sales and service support to TD Wealth Financial Planners by assisting in progress review, client contact, and business building activities.
Salary
Base: $52,700 - $74,400 CAD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts
Skills & Requirements
Must-have
Bilingual English and French
Client service and support
Sales and business building support
Financial planning knowledge
Attention to detail and problem solving
Collaborative and independent work
Nice-to-have
Strong communication skills
Ability to build partner relationships
Positive and service-oriented mindset
Career growth and development focus
Key Requirements
University or College Diploma
Minimum 2 years industry experience
Bilingualism in English and French
Canadian Securities Course (CSC) or equivalent preferred