FP Client Service Associate
On-site · Calgary, Alberta, Canada
Job Summary
The Client Service Associate (CSA) provides high-level sales and service support to TD Wealth Financial Planners by assisting with progress reviews, client contact, and business-building activities. Responsibilities include responding to client and FP inquiries with options and solutions; handling transactions and activities across a broad range of products and systems; supporting new account openings, transfers, and related administrative documents; identifying net asset growth and revenue opportunities; gathering and analyzing data to solve complex problems; and building a positive client experience while collaborating with the team.
Required Qualifications
- University / college diploma
- minimum 2 years of industry experience
- Completion of Conduct and Practices Handbook (CPH) course (strong asset)
- Canadian Securities Course (CSC) (strong asset)
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