Opportunity Description
Join TD Wealth in Montréal as a Financial Planning Client Service Associate, focusing on providing high-level support and personalized service to enhance client experiences.
This position requires a minimum of two years in the finance industry and a bilingual approach in English and French. You will be responsible for facilitating new account openings, managing transactions, and delivering exceptional service while identifying opportunities for net asset growth. Your expertise in problem-solving and client relations will significantly contribute to the team's success in wealth planning and client satisfaction.
Key Responsibilities:
• Address client inquiries and provide timely options
• Manage high-complexity transactions with expertise
• Complete cash transfers and administrative requests
• Identify and pursue new client opportunities
• Analyze data to address complex client issues
Requirements:
• Minimum of 2 years in the financial services sector
• Engl...
This position requires a minimum of two years in the finance industry and a bilingual approach in English and French. You will be responsible for facilitating new account openings, managing transactions, and delivering exceptional service while identifying opportunities for net asset growth. Your expertise in problem-solving and client relations will significantly contribute to the team's success in wealth planning and client satisfaction.
Key Responsibilities:
• Address client inquiries and provide timely options
• Manage high-complexity transactions with expertise
• Complete cash transfers and administrative requests
• Identify and pursue new client opportunities
• Analyze data to address complex client issues
Requirements:
• Minimum of 2 years in the financial services sector
• Engl...
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