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Added 13 mins ago
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Marketing Senior Associate
PwC
Toronto, ON
- Full-time
As a Senior Associate, Marketing, you will support the delivery of integrated B2B marketing programs that advance PwC Canada’s business priorities. Working with colleagues across Marketing,…
Added 13 mins ago
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Operational Due Diligence Associate Analyst (New Grad Opportunity)
Albourne
Toronto, ON
- $60,000 to $75,000 CAD / year
- Full-time
We are seeking an Operational Due Diligence (ODD) Associate Analyst to join our team in Toronto. This role is ideal for new graduates or early-career professionals interested in alternative…
Added 28 mins ago
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CST Associate- November 2026
Dialectica
Montreal, QC
- Full-time
The Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will need to think quickly and critically, conduct high-level research into industries and…
Added 43 mins ago
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Part-Time Front Desk Associate - Park Royal, West Vancouver
Myo
Vancouver, BC
- Part-time
We believe in creating a thoughtful and engaging hiring experience - just like the client experience we provide at Myo. If your application is selected, you'll have the opportunity to meet…
Added 43 mins ago
M
Part-Time Front Desk Associate - Chinatown
Myo
Vancouver, BC
- Part-time
We believe in creating a thoughtful and engaging hiring experience - just like the client experience we provide at Myo. If your application is selected, you'll have the opportunity to meet…
Added 43 mins ago
C
Associate Financial Advisor
CIBC
Beaverton, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 43 mins ago
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Client Engagement Associate [Hourly]
CIBC
Saskatoon, SK
- Part-time
…fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the…
Added 43 mins ago
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Personal Banking Associate, Winter 2027 (Co-op/Internship), Saint-Georges-de-Beauce - 4 months
BMO
Saint-Georges, QC
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 43 mins ago
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Personal Banking Associate, Winter 2027 (Co-op/Internship), Victoriaville - 4 months
BMO
Victoriaville, QC
- Full-time
…solutions financières qui sont dans l’intérêt supérieur du client. Travailler en collaboration avec les partenaires de BMO au sein de la succursale et par l’intermédiaire de différents…
Added 58 mins ago
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Directeur adjoint, Architecture de solutions d’IA/ Associate Principal, AI Solution Architecture
IQVIA
Ottawa, ON
- Full-time
The Associate Principal, AI Solution Architecture is a senior client-facing leader within Defensible Data & AI (DDAI) responsible for shaping, architecting, and delivering trusted AI…
Added 58 mins ago
Customer Experience Associate - Minto, NB (30 Hours / Week) 1 Year Contract
Scotiabank
Minto, NB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 58 mins ago
Senior Operations Associate
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager of Administration, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund…
Added 58 mins ago
EY Law - Employment Lawyer, Senior Associate - Vancouver
EY
Vancouver, BC
Draft and review employment contracts, workplace policies and termination letters to ensure legal compliance and protect client interests.
Added 58 mins ago
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Part-Time Front Desk Associate - Chinatown
Myo
Vancouver, BC
- $19 to $22 CAD / hour
- Part-time
We believe in creating a thoughtful and engaging hiring experience - just like the client experience we provide at Myo. If your application is selected, you'll have the opportunity to meet…
Added 58 mins ago
CC
Associate Recruiter
Crowsnest Coaching
Vancouver, BC
- Full-time
…tailors its approach to the unique needs and goals of each client. Consultants bring diverse perspectives and deep expertise, united by a shared vision of empowering individuals and…
Added 1 hour ago
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Part-Time Front Desk Associate - Park Royal, West Vancouver
Myo
Vancouver, BC
- $19 to $22 CAD / hour
- Part-time
We believe in creating a thoughtful and engaging hiring experience - just like the client experience we provide at Myo. If your application is selected, you'll have the opportunity to meet…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 hour ago
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Securities/Corporate Lawyer 2-5 Years
Life After Law
Vancouver, BC
- Full-time
Our client, a leading Vancouver law firm with a sophisticated regional, national and international practice, is seeking a talented Corporate Finance & Securities Associate to join its…
Added 2 hours ago
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Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Laval, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
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Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 2 hours ago
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Associate Director, FX Risk Management Solutions
National Bank of Canada
Toronto, ON
- Full-time
The Risk Management Solutions Group (“RMSG”) at National Bank of Canada Capital Markets is seeking an Associate Director to help expand our Foreign Exchange risk management franchise in…
Added 2 hours ago
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Personal Banking Associate
TD
AB
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 2 hours ago
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Associate Financial Advisor
CIBC
Brantford, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 2 hours ago
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Associate Controls Designer
Carrier
Coquitlam, BC
- $71,500 to $121,500 CAD / year
- Full-time
Automated Logic, an industry leader and subsidiary of Carrier, is looking for a talented Associate Controls Designer to join our engineering team. In this role, you will be at the heart of…
Added 3 hours ago
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Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Brossard, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.

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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