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Added 10 mins ago
AS
Senior Product Designer - Digital Banking & Financial Services (Canada only)
Aequilibrium Software Inc.
Remote, Canada
- $70 to $100 CAD / hour
- Contract
- Remote
…Architects. On client teams, you may partner closely with a product manager and lead developer to align member needs with business priorities and technical…
Added 25 mins ago
MM
Business Development Manager
Merit Medical Systems, Inc.
Canada
- Full-time
New client establishment/existing account maintenance
Added 25 mins ago
G
Senior Account Manager
GreenShield
Toronto, ON
- $72,521 to $109,341 CAD / year
- Full-time
Minimum of five years experience as an Account Executive or Account Manager, working with third-party payors, TPAs, and/or advisors in the health benefits or a related sector.
Added 25 mins ago
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Assistant General Manager
Mandrake
Peterborough, ON
- Full-time
Act as account manager and develop strong customer relationships on key customer accounts
Added 25 mins ago
RV
Consultant
Royal Victoria Regional Health Centre
Barrie, ON
- Full-time
Reporting to the Financial Planning and Analysis (FP&A) Manager, the FP&A Consultant provides financial analysis & planning support to various hospital programs. The position integrates and…
Added 25 mins ago
LM
DIRECTOR OF INFORMATION TECHNOLOGY
Lacroix Médecine Privée
Quebec, QC
- Full-time
…the Group aims to accelerate its national and international…
Added 25 mins ago
LM
Head of Digital Performance
Lacroix Médecine Privée
Quebec, QC
- Full-time
…always on the lookout for new trends, the Digital Performance Manager enjoys experimenting, innovating, and pushing boundaries. Whether through campaign optimization, advanced data…
Added 25 mins ago
LM
Head of Department – Medical Biology Laboratory
Lacroix Médecine Privée
Quebec, QC
- Full-time
…including fast-track access to a doctor $1,100 annual health account, up to $2,000 with years of service FTQ pension plan with employer contribution Annual continuing education budget…
Added 25 mins ago
W
Manager IT, Enterprise Architecture
WorkSafeBC
Richmond, BC
- Full-time
We’re looking for a Manager IT, Enterprise Architecture to lead the development and evolution of WorkSafeBC’s enterprise architecture practice and help shape the organization’s future…
Added 25 mins ago
MT
Specialist, Business Development
Miller Thomson LLP
Toronto, ON
- Full-time
In this role you will drive business development for our Disputes Law Group, acting as a trusted advisor to partners and lawyers, shaping how the group's wins are told in the market, and…
Added 25 mins ago
XS
HR & Payroll Manager
XA Security
Calgary, AB
- Full-time
…calls about their cheque. You'll also work directly with our development team, so when you find a gap or a better way to do something, it gets…
Added 25 mins ago
HT
A/P Administrator
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 25 mins ago
Territory Manager (British Columbia)
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
Excellent training and development programs as well as opportunities to grow within the company
Added 25 mins ago
AA
Quality Engineer - Automotive
Almag Aluminum
Brampton, ON
- Full-time
Reporting directly to the Quality Manager, this role is responsible for supporting and advancing the objectives of the Quality Department through active participation in quality system…
Added 25 mins ago
MANAGER FINANCE & BUSINESS SERVICES
City of Toronto
Toronto, ON
The Manager, Finance & Business Services leads the CX Division's financial, human resources, business and administrative services in a high-profile customer service environment, ensuring…
Added 40 mins ago
Talent Acquisition Specialist (1 Year Contract)
ATS Automation
Cambridge, ON
Health Care Benefits + $600 Health Care Spending Account
Added 41 mins ago
RB
Transaction Processing Administrator
Royal Bank of Canada
Toronto, ON
- Full-time
Pre-screen, prepare, and input financial and non-financial transactions (account setups, address changes, redemptions, purchases, switches, direct trades, and wire orders) by standard…
Added 55 mins ago
FL
Licensed Insolvency Trustee
Fuller Landau LLP
Toronto, ON
- Full-time
Job title: Manager/Senior Manager, Consumer Insolvency (Licensed Insolvency Trustee)
Added 55 mins ago
EC
Profit Centre Manager
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
Participate in industry-leading training and development programs.
Added 55 mins ago
AI
Talent Acquisition Specialist (1 Year Contract)
ATS Industrial Automation
Cambridge, ON
- Contract
Health Care Benefits + $600 Health Care Spending Account
Added 55 mins ago
T
Account Manager - Data Centres
Telecon
Toronto, ON
- Full-time
Telecon’s Enterprise division is looking to hire a Data Centre Account Manager to join our team of dynamic sales professionals. This role is ideal for someone with prior experience selling…
Added 55 mins ago
AA
Quality Engineer - Automotive
ALMAG Aluminum
Brampton, ON
- Full-time
Reporting directly to the Quality Manager, this role is responsible for supporting and advancing the objectives of the Quality Department through active participation in quality system…
Added 55 mins ago
MO
Senior Accountant
March of Dimes Canada
Toronto, ON
- $70,000 to $75,000 CAD / year
- Full-time
…journal entries, month-end, and year- end close, review of account receivable transactions, financial analysis and transaction investigation and adjustment. The Senior Accountant plays a…
Added 55 mins ago
B
Controller
BluMetric
Ottawa, ON
- Full-time
…process. The Controller will provide leadership, guidance, and development to a team, while driving process improvements and maintaining effective financial controls. This is an existing…
Added 56 mins ago
W
(CAN) General Merchandise Assistant Manager
Walmart
Magog, QC
- Full-time
To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales.

Client Service Associate, Financial Planning

Montreal, QC, Canada

52 700 $/$52,700 - 74 400 $/$74,400 CAD · Full-time

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Job details

Pay: 52 700 $/$52,700 - 74 400 $/$74,400 CAD
Job type: Full-time
Apply by: Nov 2, 2026
Experience: University / College Diploma and/or minimum 2 years of industry experience
Posting language: English
Posted: Oct 26, 2026

Original job description

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

52 700 $/$52,700 - 74 400 $/$74,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Job Description:

Are you passionate about growing your career within Financial Planning and providing legendary support to partners and clients? If so, then apply for the position of Financial Planning Client Service Associate today.

The Financial Planning Client Service Associate provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main FPA activities: progress review, client contact and business building. The FPA aims to provide a legendary experience at every client interaction. The FPA 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
Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
Preference will be given to candidates who have completed the Canadian Investment Regulatory Exam (CIRE) or similar equivalents
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
Ability to cultivate strong partner relationships
Highly developed client service skills
Meticulous attention to detail and strong problem solving and analytical skills

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

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.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

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.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.

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More about this job

Responsibilities

Provide dedicated sales and service support to Financial Planners by assisting with progress reviews, client contact, and business development. Manage complex transactions, respond to client inquiries, and ensure accurate administrative documentation while maintaining high service standards.

Requirements

Requires a University or College Diploma and at least 2 years of industry experience. Candidates must be bilingual in English and French and possess strong analytical and communication skills.

Skills

Financial planning
Client service
Sales support
Data analysis
Problem solving
Communication skills
Relationship management
Regulatory compliance
Transaction processing
Attention to detail
Bilingualism
Wealth management

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
Client Service
Sales Support
Regulatory Environment
Account Management
Data Analysis
Banking
Financial Services
Business Development
Transaction Processing
Canadian Investment Regulatory Exam
CIRE
Administrative Support
Client Relations

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