TD Wealth Bilingual Client Service Associate

Be part of TD Wealth’s team in Montréal as a Bilingual Client Service Associate, where you will enhance wealth planning through dedicated support and exceptional service.

This role requires you to utilize your bilingual capabilities in English and French along with a college diploma or 2+ years of industry experience. Provide high-level support to Financial Planners by responding to client inquiries and conducting complex transactions. Collaborate effectively with teammates to maintain a positive working atmosphere while continuously seeking ways to improve the client experience and sales.

Key Responsibilities:
• Answer client and planner inquiries promptly
• Execute complex transactions following policies
• Facilitate account openings and transfers accurately
• Identify growth opportunities and engage new clients
• Gather and resolve data-related issues proactively

Requirements:
• University diploma and/or 2 ye...