Fp Client Service Associate

TD Bank

Montréal, Quebec, Canada
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Sales and service support
Client interaction and support
Financial planning assistance
The Financial Planning Client Service Associate provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in progress review, client contact and business building

Job Summary

  • The Financial Planning Client Service Associate provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in progress review, client contact and business building.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development being defining features of the colleague experience.
  • TD is deeply committed to being a leader in client experience, believing that all colleagues, no matter where they work, are client facing.

Matching Summary

The Financial Planning Client Service Associate provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in progress review, client contact and business building.

Salary

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

Skills & Requirements

Must-have

  • Sales and service support
  • Client interaction and support
  • Financial planning assistance
  • Transaction processing
  • Data analysis and problem solving

Nice-to-have

  • Legendary customer experience
  • Holistic goals discovery approach
  • Award-winning, high-performing teams
  • Positive and service-oriented work environment
  • Building strong partner relationships

Key Requirements

  • University/College Diploma or 2 years industry experience
  • Bilingualism (English and French) required
  • Canadian Securities Course (CSC) or equivalent preferred
  • Advanced knowledge of business, operations, regulatory environment
  • Specialized expertise in complex tasks

Work Rights

Not specified

Tailored Resume

Cover Letter