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Added 9 mins ago
NF
District Sales Manager - Calgary
Neo Financial
Calgary, AB
- Full-time
As a District Sales Manager at Neo Financial, you will be a pivotal leader responsible for the profitability and success of a designated district, encompassing up to six mall locations. You…
Added 9 mins ago
AL
National Manager, Contracts & Pricing - Electrophysiology - Mississauga, ON
Abbott Laboratories
Mississauga, ON
- $120,000 to $168,000 CAD / year
- Full-time
As the National Manager, Contracts & Pricing you’ll have the chance to ...
Added 24 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
…of Saint John and under the direct supervision of the Growth Manager, the Growth Coordinator will be a champion for growth in Saint…
Added 24 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
As a Profit Centre Manager, you will develop and lead all business operations at the Profit Centre. The Profit Centre Manager is accountable for growing the business while sustaining…
Added 24 mins ago
TS
Director, Construction PMO
Tricon Solutions
Moncton, NB
- Full-time
Strategic planning and PMO development: Lead the rebuild of the PMO - its structure, processes and people - so it can support the company’s growth targets. Develop standard tools, templates…
Added 24 mins ago
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Controller
BluMetric
Ottawa, ON
- Full-time
A minimum of six years of progressively responsible professional accounting experience including statement preparation, payroll, internal financial reporting and financial analysis.
Added 24 mins ago
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(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.
Added 24 mins ago
SG
Tax - Manager
Segal GCSE LLP
Toronto, ON
- $115,000 to $140,000 CAD / year
As a member of our Tax Team, the Tax Manager will advise our clients by contributing to strategic tax planning and client management initiatives. You’ll work as part of a team to…
Added 39 mins ago
CO
MANAGER FINANCE & BUSINESS SERVICES #67691
City of Toronto
Toronto, ON
- Full-time
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 39 mins ago
Trades Client Services Assistant - ACTION Project
Okanagan College
Kelowna, BC
Under the general supervision of the Manager, Trades Programs, and in collaboration with the Trades Program Coordinator, Action Project (“Project Coordinator), the Trades Client Services…
Added 39 mins ago
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Market Access Lead, Rare and Rare Blood - Maternity Leave
Sanofi
Toronto, ON
- Full-time
Work with product managers and financial analysts to generate forecasts, including market access projections and product penetration analysis. Ensure validation with provincial and private…
Added 39 mins ago
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Senior Program Manager, Policy and Regulatory Affairs
Remitly
Vancouver, BC
- Full-time
…who are united by our vision to transform lives with trusted financial services that transcend…
Added 39 mins ago
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Senior Personal Banker - Investing Future Opportunities for Brampton and Mississauga
TD
Mississauga, ON
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 39 mins ago
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Team Lead, Billing & Payment Services
Sun Life
Waterloo, ON · Sun Life Waterloo King
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 39 mins ago
Manager, Analytics
Scotiabank
Toronto, ON
…successful candidate will be supported in performing complex analysis, translating findings into clear recommendations, and building trusted relationships with partners and senior leaders…
Added 54 mins ago
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Business Banking Relationship Manager Trainee
BMO
Oshawa, ON
- Full-time
Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and…
Added 54 mins ago
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Mortgage Specialist
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Timmins, ON
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Conducts independent analysis and assessment to resolve strategic issues.
Added 54 mins ago
Clarity Operations Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
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Added 1 hour ago
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Associate Franchise Operations Manager (Quebec)
The Wendy's Company
Quebec, QC
- $85,000 to $145,000 CAD / year
- Full-time
…achieve sales and customer count growth, operational objectives, financial results, investment requirements and development targets. This role manages a smaller portfolio than the FOM…
Added 1 hour ago
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Human Resources Director 4
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…transactions, labor relations, performance management, workforce planning, employee development and training, safety and wellness, and workers’ compensation. The HRD will ensure HR…
Added 1 hour ago
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This is a lean, highly collaborative team where you can make a visible impact on the business. You will also play a critical role in a major trade planning platform migration.
Added 1 hour ago
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Director, Product Management (Hardware)
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Remote, Canada
- Full-time
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· Lead portfolio planning across hardware product lines, balancing innovation, customer demand, revenue growth, margin performance, and operational feasibility.
Added 1 hour ago
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Lead Portfolio Manager - Relocate to Saudi Arabia, Permanent Expat Relocation Package
aramco
Toronto, ON
- Full-time
We are seeking a Lead Portfolio Manager to join the Portfolio Management Department (PMD).
Added 1 hour ago
AG
Planning Supervisor
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Toronto, ON
- Full-time
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Added 1 hour ago
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Supervisor, Strategy (Contract)
Adelphi Group
Vancouver, BC
- Full-time
We are looking for a hands-on, support-focused supervisor who enables the team by running day-to-day media planning, delivery and operational workflows. This role maintains direct people…

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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