Fp Client Service Associate

3 weeks ago

Calgary, Canada TD Bank Full time

**Work Location**:
Calgary, Alberta, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
$51,400 - $72,600 CAD

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 time
- Conduct 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 risk
- Assist 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 required
- Provide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clients
- Gather and analyze data to identify and solve complex problems, escalate as required
- Build a positive experience at every interaction and look for ways to continually improve sales and service
- Participate fully as a member of the team, support a positive and service-oriented work environment

**Job Requirements**:

- University / college diploma and/or minimum 2 years of industry experience
- Canadian Securities Course (CSC)
- Completion of Conduct and Practices Handbook (CPH) course within 6 months of start date
- Advanced knowledge of business, operations and regulatory environment
- Specialized expertise in performing diverse tasks that are highly complex, involving multiple steps, systems and jurisdictions
- Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

**Who We Are**:
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

**Additional Information**:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

**Colleague Development**
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we’re committed to helping you identify opportunities that support your goals.

**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

**Interview Process**

**Accommodation**
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.)

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