Client Service Associate
TD
full-time
Posted on:
Location Type: Hybrid
Location: Calgary • Canada
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Salary
💰 CA$52,700 - CA$74,400 per year
About the role
- Provide a high level of dedicated sales and service support to TD Wealth Financial Planners
- Respond to client and FP inquiries providing options and solutions
- Conduct transactions and activities requiring expert knowledge across a broad range of products
- Assist in the timely and accurate completion of new account openings
- Provide the FPs with sales support by identifying net asset growth and revenue opportunities
- Gather and analyze data to identify and solve complex problems
- Build a positive experience at every interaction
- Participate fully as a member of the team
Requirements
- University / college diploma and/or minimum 2 years of industry experience
- Completion of Conduct and Practices Handbook (CPH) course and Canadian Securities Course (CSC) is a strong asset
- Advanced knowledge of business, operations and regulatory environment
- Specialized expertise in performing diverse tasks that are highly complex, involving multiple steps, systems and jurisdictions
- Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development and recognition programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysistransaction processingaccount management
Soft Skills
communicationcollaborationproblem-solvingrelationship buildingteamwork
Certifications
Conduct and Practices Handbook (CPH)Canadian Securities Course (CSC)