Client Service Associate, Financial Planning - Montreal

Only for registered members Montreal, Canada

1 month ago

Default job background
$52,700 - $74,400 (CAD)

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.

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