Client Service Associate at TD Wealth
TD • toronto, on • Posted June 09, 2026
About the Role
Elevate your financial service career with TD Wealth as a Client Service Associate in Toronto. Provide dedicated support to Financial Planners, enhancing client interactions and driving business growth.
The Client Service Associate role focuses on delivering exceptional sales and service support to TD Wealth Financial Planners. You will assist in areas like progress reviews, client contacts, and business building, significantly impacting net asset growth and revenue. This role also requires addressing client inquiries, conducting transactions, and identifying opportunities for revenue growth.
Key Responsibilities:
• Provide sales and service support to Financial Planners
• Respond to inquiries and deliver effective solutions
• Conduct transactions across various products and systems
• Assist with account openings and document processing
• Identify client growth opportunities and initiate contact
Requirements:
• University diploma or 2+ years of industry exper...
The Client Service Associate role focuses on delivering exceptional sales and service support to TD Wealth Financial Planners. You will assist in areas like progress reviews, client contacts, and business building, significantly impacting net asset growth and revenue. This role also requires addressing client inquiries, conducting transactions, and identifying opportunities for revenue growth.
Key Responsibilities:
• Provide sales and service support to Financial Planners
• Respond to inquiries and deliver effective solutions
• Conduct transactions across various products and systems
• Assist with account openings and document processing
• Identify client growth opportunities and initiate contact
Requirements:
• University diploma or 2+ years of industry exper...