Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Dedicated sales and service support
Client interaction and relationship building
Transaction processing with expert knowledge
The 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
Job Summary
The 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.
TD offers a Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
TD is committed to colleague development through regular career conversations, training programs, mentoring, and fostering a respectful workplace where diverse perspectives are valued.
Matching Summary
The 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.
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
Dedicated sales and service support
Client interaction and relationship building
Transaction processing with expert knowledge
Data analysis and problem solving
Support financial planners’ business growth
Nice-to-have
Collaborative and independent work skills
Positive and service-oriented work environment
Continuous improvement mindset
Key Requirements
University or college diploma
Minimum 2 years industry experience
Completion of Conduct and Practices Handbook (CPH) course
Completion of Canadian Securities Course (CSC) is a strong asset
Advanced knowledge of business, operations and regulatory environment