Client Service Associate, Financial Planning - Montreal
1 month ago

Job summary
We are seeking a Financial Planning Client Service Associate to provide dedicated sales and service support to TD Wealth Financial Planners.- Provide assistance in progress review, client contact and business building.
- Respond to client and FP inquiries providing options and solutions.
- Conduct transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems.
Job description
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