Opportunity Description
Start your journey with TD Wealth as a Client Service Associate in Calgary. Engage clients and support financial planners in delivering exceptional service and results.
This critical role at TD Wealth focuses on providing dedicated service to Financial Planners by addressing client inquiries and supporting business growth. You'll conduct transactions, complete necessary documentation, and actively engage in developing relationships with both clients and planners for their book of business. Drive asset growth and ensure each interaction leaves a positive impression.
Key Responsibilities:
• Respond to client inquiries and provide tailored solutions
• Manage complex transactions with a high level of professionalism
• Support the completion of account openings and transfers
• Identify potential growth opportunities in client interactions
• Promote a positive workplace environment among team members
Requirements:
• Minimum 2 years of industry experience with a dip...
This critical role at TD Wealth focuses on providing dedicated service to Financial Planners by addressing client inquiries and supporting business growth. You'll conduct transactions, complete necessary documentation, and actively engage in developing relationships with both clients and planners for their book of business. Drive asset growth and ensure each interaction leaves a positive impression.
Key Responsibilities:
• Respond to client inquiries and provide tailored solutions
• Manage complex transactions with a high level of professionalism
• Support the completion of account openings and transfers
• Identify potential growth opportunities in client interactions
• Promote a positive workplace environment among team members
Requirements:
• Minimum 2 years of industry experience with a dip...
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