Accounting & Finance

Client-Facing Financial Planning Assistant

TD

Toronto · Ontario · Canada

TD Wealth in Toronto is seeking a Financial Planning Support associate to respond promptly to FP/client inquiries, provide options, and help with new accounts, transfers and documents.

You will investigate issues, support Financial Planners in daily activities, maintain strong relationships with planners and clients, and identify opportunities for asset growth while ensuring adherence to TD policies.

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Reference: WJ-3875_13865502

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