Client Service Associate In Financial Planning Montreal

Join TD as a Client Service Associate, specializing in financial planning. Deliver legendary support while engaging with clients and enhancing your qualified skills in a supportive environment. Successful candidates will hold a college diploma and have a minimum of two years in the financial industry.

You will manage client inquiries, conduct transactions, and assist with account activities, ensuring high-quality service. Building partnerships and identifying opportunities for growth are vital to your success.

Key Responsibilities

• Respond to financial planning inquiries promptly
• Manage recent accounts and cash transfer processes
• Provide essential support for transactional requests
• Detect and pursue sales opportunities with clients
• Gather data to identify and resolve issues

Requirements

• University or college diploma with two years of experience
• Bilingual English and French is manda...