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Added 9 mins ago
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Manager, Sourcing - IF (Category - Food, Temp - 12 months Contract)
Walmart
Mississauga, ON
- Full-time
This role executes sourcing strategies for Private Brand and National Brand items (primarily in food category) to maximize margins and profitable sales across various departments.
Added 9 mins ago
Sales Support Coordinator
Enercare
Toronto, ON
Achievement of personal and shared key performance indicators including but not limited to sales conversion targets, call quality, average call handle time, service level and speed of…
Added 9 mins ago
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Principal Client Success Manager
OpenText
Waterloo, ON
- Full-time
The Client Success Manager is responsible for managing a portfolio of strategic enterprise clients, ensuring they realize value from their OpenText investments through effective onboarding,…
Added 9 mins ago
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Technical Account Manager – Product Delivery & Client Success
SmartPixel
Montreal, QC
- Full-time
…portfolio of strategic clients. This individual will own the post-sales relationship, coordinate project delivery, manage client expectations, oversee critical issues, and help identify…
Added 9 mins ago
RM
Ontario Sales Lead
Richlu Manufacturing
Winnipeg, MB
- Full-time
The Ontario Sales Lead is a key member of the sales team and is required to maintain and grow established accounts. In addition, this role is intended to identify and establish new accounts…
Added 24 mins ago
ACCOUNT MANAGER (HYBRID)
Green Shield Canada
Calgary, AB · Vancouver, BC · Toronto, ON · Windsor, ON
Developing key long-term relationships with our partners and being
Added 24 mins ago
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Country Manager – Canada
HR à la carte
Mississauga, ON
- Full-time
Key Responsibilities of the Country Manager – Canada:
Added 39 mins ago
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Senior Account Executive (North America)
Source.ag
Canada
- Full-time
We are looking for a Senior Account Executive with deep knowledge of, and an established network within, the Canadian and American greenhouse industries. This person should have extensive…
Added 39 mins ago
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Construction Manager
Texcan
AB · Edmonton, AB
- Full-time
In-depth process and product training provided by a mentored approach, product knowledge sessions hosted by the Product Manager and lunch and learn meetings.
Added 39 mins ago
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Account Manager
GreenShield
Toronto, ON
- $59,688 to $91,109 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 39 mins ago
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Finance Manager
Woody's RV World
Abbotsford, BC
- Full-time
As a Financing Manager, you will play a key role in helping customers secure financing and protection products while ensuring a seamless and professional purchase process. Working closely…
Added 1 hour ago
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Account Executive
Carrier Enterprise Canada
AB · Alberta, Canada
- Full-time
Proven experience as a Sales Executive, Account Manager, or similar role.
Added 1 hour ago
BC
Country Manager - Canada
Beltservice Corporation
Mississauga, ON
- Full-time
Key Responsibilities of the Country Manager – Canada:
Added 1 hour ago
TT
Assistant Store Manager in Training HomeSense Hyde Park
The TJX Companies, Inc.
Toronto, ON
- Full-time
Under the guidance of the Store Manager, you’ll participate in an on-the-job training program designed to deepen your knowledge of key store functions, including merchandising, customer…
Added 1 hour ago
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Branch Manager, Commercial Insurance
BrokerLink
Markham, ON
- Full-time
We are looking for a Branch Manager, Commercial Insurance to lead and grow our team of Producers and Account Executives!
Added 1 hour ago
SB
Field Marketing Coordinator
Stanley Black & Decker, Inc.
Mississauga, ON
- Full-time
Develop strong relationships with key account personnel
Added 1 hour ago
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Field Marketing Coordinator/Coordonnateur du marketing sur le terrain - Montreal, QC
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Montreal, QC · St. Leonard CAN - Blvd Langelier
- Full-time
Added 1 hour ago
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Associate Portfolio Manager
RBC
AB
- Full-time
As an Associate Portfolio Manager, you are a key member of a professional team charged with building and managing a high performance investment counselling franchise, the Associate works…
Added 1 hour ago
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Client Service Associate, Financial Planning
TD
Montreal, QC
- Full-time
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…
Added 1 hour ago
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London Credit Card Representative
TD
London, ON
- Full-time
…our customers. Whether you’re assisting in-bound callers with account inquiries, or resolving an issue by providing advice and recommending a TD product or service, you’ll help us offer…
Added 1 hour ago
Bid Coordinator
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Keep plans up to date as timelines shift, and flag schedule risks to the Bid Manager early.
Added 1 hour ago
IC
Sales Director
ifinance Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Direct Reports: National Business Development Manager (BDM) Team
Added 2 hours ago
TT
Assistant Store Manager Winners North Heartland
The TJX Companies, Inc.
Mississauga, ON
- Full-time
Drive store performance by supporting sales results, managing expenses, and overseeing key operations including merchandising, backroom, frontline, cash office, customer service, markdowns,…
Added 2 hours ago
OR
Senior Quality Control Specialist
OSL Retail Services
Mississauga, ON
- $65,000 to $75,000 CAD / year
- Full-time
…Founded in 2012 in Mississauga, Ontario, OSL delivers customized sales solutions in retail, direct sales, and customer acquisition, all built on a foundation of integrity, respect, and…
Added 2 hours ago
GT
Regional Sales Manager, Alliance (Prairies)
Groupe Touchette
Edmonton, AB
- Full-time
Under the supervision of the Alliance Director of Sales the Regional Sales Manager is responsible for establishing and developing sales strategies for the independent sector in the Prairies…

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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