Description Du Poste

The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA activities: progress review, client contact and business building. The CSA aims to provide a legendary experience at every client interaction. The CSA has a significant impact on the net asset growth, revenue, LEI and efficiency of the Financial Planners' book of business.

Lieu De Travail

Toronto, Ontario, Canada

Horaire

37.5 hours per week

Secteur D’activité

Gestion de patrimoine TD

Détails De La Rémunération

$52,700 - $74,400 CAD

Role

In this role, you will provide a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing, client contacting and business building. Furthermore, you will:

• Respond to client and FP in...