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.

#J-18808-Ljbffr

Reference: WJ-291_11645439

Apply now

Continue on the employer's official application - the same link they use for every candidate.

More jobs

This role is listed on GigBlows for discovery and search. Hiring decisions and applications are handled by the employer or their chosen application system.