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Added 14 mins ago
IP
Bilingual Collection Associate
Imperial PFS Canada
Toronto, ON
- $45,000 to $52,000 CAD / year
- Full-time
The individual performing in this role will be responsible for providing Legendary service to agents and insured Customers in a timely and accurate manner. The Collections Associate will…
Added 14 mins ago
IC
Associate Delegate Relations Manager
Informa Connect - Global Finance
Toronto, ON
- Full-time
Are you passionate about sales and looking for a role with global impact? Join Informa Connect as an Associate Delegate Relations Manager (ADRM) and play a key part in delivering…
Added 14 mins ago
UO
Associate Director, Facilities Planning
University of British Columbia
Kelowna, BC · UBCO | Campus Administration Building (ADM)
- $10,459.67 to $15,675.58 CAD / month
- Full-time
The Associate Director provides leadership to Facilities Planning staff including: assigning and reviewing work of direct reports; developing, implementing and monitoring operational…
Added 14 mins ago
T
Personal Banking Associate - Cousineau & Gaetan Boucher (Full time)
TD
Longueuil, QC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 14 mins ago
T
Customer Experience Associate - Gander
TD
Gander, NL
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 14 mins ago
GA
Client Advisor (FT), AX Outlet McArthur Glen
Giorgio Armani
Richmond, BC
- Part-time
As an associate with Giorgio Armani Canada Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents…
Added 14 mins ago
GA
Sales Supervisor (FT), AX Outlet, McArthurGlen
Giorgio Armani
Richmond, BC
- Part-time
…aligning the entire team on driving sales, providing an excellent client experience, building strong talent and ensure the store operates efficiently and effectively. Your ability to…
Added 14 mins ago
GA
Client Advisor (FT), AX Outlet McArthur Glen
Giorgio Armani
Richmond, BC
- Part-time
As an associate with Giorgio Armani Canada Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents…
Added 14 mins ago
ScotiaMcLeod Investment Associate - Toronto Plaza
Scotiabank
Toronto, ON
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 14 mins ago
ScotiaMcLeod Administrative Associate - Toronto Plaza
Scotiabank
Toronto, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 44 mins ago
S
Seasonal Associate
Sephora
Ottawa, ON
- $19.2 to $22.6 CAD / hour
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 44 mins ago
HP
Commercial, Data or IP Solicitor (5+ PQE)
Howes Percival
Norwich, ON
- Full-time
Whether you are an established Partner with a portable client following, or an ambitious Legal Director or Senior Associate looking for the platform, support and opportunity to build your…
Added 44 mins ago
TT
Inside/Outside Sales Associate
Top Tier Talent Group
Mississauga, ON
- Full-time
Our client is seeking an Inside Sales Associate with HVAC industry experience to maintain existing customer relationships and develop new business. This position combines inside and outside…
Added 44 mins ago
A
IT Technology Acquisition Specialist
Akkodis
Calgary, AB
- Contract
Immediate priorities will be to develop a series of RFx to prequalify different categories of IT service vendors for future work. They will also work to support SCM to pilot use of a…
Added 44 mins ago
U
Inventory Control Associate II
UPS
Burlington, ON
- Full-time
Customer service or client-facing experience.
Added 44 mins ago
U
Inventory Control Associate II
UPS
Burlington, ON
- Full-time
Customer service or client-facing experience.
Added 44 mins ago
S
DBA III(SQL Server / Azure) – NA
Synoptek
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…performance, stability, and operational improvements. Participate in client meetings, explain technical concepts to technical and non-technical stakeholders, and maintain strong client…
Added 44 mins ago
RB
Associate Portfolio Manager
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
Assist in implementing action plans and proactively manage client portfolios to ensure best performance and service results for every client portfolio
Added 44 mins ago
RB
Private Banking Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email…
Added 44 mins ago
TU
Associate Director, Facilities Planning
The University of British Columbia
Kelowna, BC
- $10,459.67 to $15,675.58 CAD / month
- Full-time
The Associate Director provides leadership to Facilities Planning staff including: assigning and reviewing work of direct reports; developing, implementing and monitoring operational…
Added 1 hour ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Laval, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 1 hour ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Saint-Constant, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 1 hour ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Trois-Rivières, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 1 hour ago
T
Senior Business Analyst - TD Asset Management
TD
Toronto, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Oshawa, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…

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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