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customer service representative - financial services

Title posted on CareerBeacon - FP Client Service Associate

Posted on May 02, 2025 by Employer details TD Bank

Job details

Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$51,400 - $72,600 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA activities: progress review, client contact and business building. The CSA aims to provide a legendary experience at every client interaction. The CSA has a significant impact on the net asset growth, revenue, LEI and efficiency of the Financial Planners' book of business.In this role, you will provide a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing, client contacting and business building. Furthermore, you will:Respond to client and FP inquiries providing options and solutions, while following policies and processes on timeConduct transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems and could be categorized as moderate to high riskAssist in the timely and accurate completion of new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients as well as advising them when requiredProvide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clientsGather and analyze data to identify and solve complex problems, escalate as requiredBuild a positive experience at every interaction and look for ways to continually improve sales and serviceParticipate fully as a member of the team, support a positive and service-oriented work environmentJob Requirements:University / college diploma and/or minimum 2 years of industry experienceCanadian Securities Course (CSC)Completion of Conduct and Practices Handbook (CPH) course within 6 months of start dateAdvanced knowledge of business, operations and regulatory environmentSpecialized expertise in performing diverse tasks that are highly complex, involving multiple steps, systems and jurisdictionsStrong communication skills with ability to work collaboratively and independently, provide assistance and build relationshipsWho We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through reg