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Added 5 mins ago
EP
Commercial Property Manager
Edison Properties Winnipeg
Winnipeg, MB
- Full-time
…giving back to the community and take pride in providing quality customer service based on a foundation of Care & Respect, Integrity, Approachability and…
Added 5 mins ago
AC
Assistant Manager, Lending Operations
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Reporting to the Manager, Lending Operations, the Assistant Manager, Lending Operations plays a key role in the organization’s continuous efforts to provide exceptional member experience,…
Added 5 mins ago
S
Account Executive, SMB (Retail)
Solink
Remote, Canada
- $118,000 to $140,000 CAD / year
- Full-time
- Remote
Hiring Manager: Sammy Singh | Sales Manager, Retail
Added 5 mins ago
InfraOps Support Eng I, Operations Management Center (OMC)
Amazon
Vancouver, BC
…incident requires troubleshooting, or routing to a service manager…
Added 20 mins ago
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Patient Experience Manager
PhysioPlus Health Group
Toronto, ON
- $60,000 to $70,000 CAD / year
- Full-time
Patient Experience Manager Job in Toronto, ON
Added 20 mins ago
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Planning Supervisor
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- Full-time
Support client onboarding and new campaign launches
Added 20 mins ago
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Candiac, QC
- Full-time
…organize the production of goods or machine parts to align customer orders as closely as possible with manufacturing output. In addition, the individual will contribute to the development…
Added 20 mins ago
CTTO - Project Manager
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Mississauga, ON · Montreal, QC
…currently have a permanent fulltime opportunity for a Project Manager. This is a hybrid opportunity that can be based out of our offices in Mississauga, ON or Montreal,…
Added 20 mins ago
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Culinary Management | Kitchen Manager | Assistant Kitchen Manager
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- Full-time
…"bench" of future leaders ready to step into Assistant Kitchen Manager and Kitchen Manager roles as new opportunities…
Added 20 mins ago
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Customer Experience Associate - Kelowna Open House Meet & Greet Event - November 10th, 2026
TD
Kelowna, BC
- Part-time
…relationships 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…
Added 20 mins ago
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Personal Banking Associate Trainee
TD
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- Full-time
…relationships 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…
Added 20 mins ago
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Personal Banker Trainee - Westmount, Greene (Full time)
TD
Montreal, QC
- Full-time
…relationships 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…
Added 20 mins ago
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Customer Experience associate
TD
Terrace, BC
- Part-time
…relationships 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…
Added 20 mins ago
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Customer Experience Associate
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Calgary, AB
- Part-time
…relationships 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…
Added 20 mins ago
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Manager, Customer Experience
TD
Toronto, ON
- Part-time
…providing dynamic leadership to ensure seamless and impactful customer experience? If so, then apply with us today for the position of Manager Customer Experience and offer your expertise…
Added 20 mins ago
MS
Merchandise Manager
Michaels Stores
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- Part-time
Store - SASKATOON, SKThe Merchandise Manager drives merchandising and operational execution, including truck processing, inventory routines, planogram sets, and visual standards. This role…
Added 35 mins ago
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Mortgage Specialist
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- Full-time
Serves a customer advocate during application and processing activities.
Added 35 mins ago
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- Full-time
This role is responsible for Onboarding, Developing, Coaching, Mentoring, and Performance Management of all drivers and helpers. Establish and maintain positive relationships with all…
Added 50 mins ago
BN
Aftersales Manager
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- Full-time
The Aftersales Manager is responsible for leading and driving all aspects of aftersales operations across BYD Canada's dealer network, including technical support, service engineering,…
Added 50 mins ago
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Personal Banker Trainee - Westmount, Greene (Full time)
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- Full-time
…relationships 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…
Added 50 mins ago
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Added 50 mins ago
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Added 50 mins ago
Sr. Associate, Workplace Experience
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…people-first environment. Reporting to the Workplace Operations Manager, you’ll partner with the Workplace Experience and Sustainability teams to run day-to-day operations and programs…
Added 50 mins ago
Talent and Business Operations Manager, Stores
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Added 1 hour ago
T
Personal Banking Associate - Saint-Hubert, Gaétan-Boucher (18.75 hours)
TD
Longueuil, QC · Saint-Hubert, QC
- Part-time

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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