Wealth Planning Client Success Associate

TD Bank Group; Toronto; On-site; CAD 53,000 - 74,000; Full time

Job summary

TD Bank Group is seeking a Client Service Associate (CSA) to support TD Wealth Financial Planners in Toronto. You will contribute to progress reviews, client outreach, and business development activities while ensuring accurate processing of new accounts and transfers.

The role requires a diploma or equivalent experience; CPH and CSC are assets. Strong communication and collaborative skills are essential to deliver a high level of client service and drive growth.

Qualifications

• University / college diploma required or equivalent work experience.
• Completion of Conduct and Practices Handbook (CPH) and Canadian Securities Course (CSC) is an asset.
• Strong communication and relationship-building abilities are essential.

Responsibilities

• Provide high-level sales and service support to TD Wealth Financial Planners.
• Assist with progress reviews, client contact and business building activities.
• Process new accounts, transfers, and documentation in a timely, compliant manner.
• Identify opportunities for net asset growth and revenue with FP engagement.
• Collaborate with team to maintain a positive, client-focused experience.

Skills

Client service

Sales support

Communication

Team collaboration

Education

University / college diploma

CPH

CSC

Tools

CRM software

Job description

TD Bank Group is seeking a Client Service Associate (CSA) to support TD Wealth Financial Planners in Toronto. You will contribute to progress reviews, client outreach, and business development activities while ensuring accurate processing of new accounts and transfers.

The role requires a diploma or equivalent experience; CPH and CSC are assets. Strong communication and collaborative skills are essential to deliver a high level of client service and drive growth.