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TD is a major North American bank serving individuals, businesses, and institutional clients through personal and business banking, insurance, wealth management, and securities services. Its broad operating model supports career opportunities across banking and finance, with roles spanning different regions and areas of expertise. TD also emphasizes sustainability, diversity, equity, inclusion, and community impact, shaping a workplace culture centered on care, respect, and employee growth.
Client Service Associate, Toronto (On-Site)
Support TD Wealth Financial Planners and clients with account administration, transactions, inquiries, and operational controls. Manage escalations, service standards, and process improvements in a full-time, on-site Toronto role.
Canada$52,700 – $74,400 / year
On-siteFull-timeJuniorMiddleEnglish RequiredClient ServicesClient Services RepresentativeDescription
- Handle Financial Planner and client inquiries with accuracy and promptness
- Offer suitable options, resolve requests, and provide timely follow-up
- Submit and track new-account, transfer, and other required documentation
- Investigate, resolve, and follow up on issues raised by Financial Planners and clients
- Supply documents and information needed by Financial Planners
- Communicate updates, policy changes, and Daily News postings to Financial Planners
- Process new accounts, account transfers, cash transfers, iForms, and other administrative or transactional requests
- Develop effective working relationships with Financial Planners, clients, and operations teams
- Support Financial Planners with their daily business activities
- Oversee transactions, account maintenance, operational activities, and escalations
- Help clients with inquiries, appointment scheduling, seasonal opportunities, and statement reviews
- Support sales efforts by identifying net asset growth and revenue opportunities
- Represent FPSS and TD as a brand champion
- Organize workflow while upholding quality, efficiency, and timeliness
- Maintain risk controls and escalate identified risks through the appropriate channels
- Oversee daily operations, distribute workloads, and uphold service-level and productivity standards
- Address escalated matters and refer issues outside the scope of expertise
- Conduct quality reviews and verify completed work
- Review and maintain procedures and documentation
- Track service and productivity results and introduce process improvements
- Identify operational concerns and support the rollout of process changes
- Contribute to team initiatives, knowledge sharing, cross-training, and professional development
- Provide team coverage along with training, coaching, and guidance
- Keep stakeholders updated on project and activity progress
- Help foster a fair, positive, equitable, and diverse workplace
- Report to the Manager, Financial Planning Support
Requirements
- A university or college diploma, or at least two years of industry experience
- Canadian Securities Course (CSC) completion is required
- Complete the Conduct & Practices Handbook (CPH) within the first 90 days
- Complete Wealth Management Essentials (WME) within 18 months
- Specialized expertise across multiple complex tasks, systems, and jurisdictions
- Expert knowledge of relevant products, processes, or systems
- Advanced understanding of business-unit operations and regulatory requirements
- Knowledge of TDGB and IIROC codes of conduct, securities laws, and regulations
- Strong verbal and written communication abilities
- Ability to collect and analyze data and resolve complex problems
- Sound judgment when assessing process and policy risk
- Ability to prioritize tasks and manage workflow effectively
- Ability to collaborate with cross-functional teams and external contacts
Benefits
- Base salary
- Variable compensation
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development opportunities
- Reward and recognition programs
- Regular development discussions
- Training programs
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Interview accommodations, including accessible meeting rooms and captioning for virtual interviews
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