PIA Client Service Associate
Markham, ONOn-siteFull Time
TT
The Toronto-Dominion Bank (Canada)
Candidates need strong quantitative and analytical skills, intermediate to advanced Excel proficiency, and clear communication. A CIRO Investment Representative licence is required, and an undergraduate degree or community college diploma is preferred.
Microsoft Excel
Financial Planner -Calgary North West
Calgary, ABOn-siteFull Time
TT
The Toronto-Dominion Bank (Canada)
3+ YOECandidates need experience in financial services managing client relationships and giving investment advice, plus strong sales and networking skills. A CIRO Registered Representative licence is required within 120 days, and the CFP designation within three years.
Financial planning, Customer experience, Client relationship management, Sales, Relationship building, Reporting