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Added 1 min ago
P
Project Leader
PTAG
Douglas, ON
- Contract
Our vision is to support global leaders in the selection, planning, and execution of their major initiatives.
Added 1 min ago
K
Senior Project Manager - NET
Kinectrics
Toronto, ON
- Contract
…and utility sector. We develop innovative solutions for the global electricity and medical industries, helping empower a sustainable future. Trusted by clients worldwide, our employees…
Added 1 min ago
QM
Senior Project Manager
Quantum Management Services Ltd.
Toronto, ON · Etobicoke, ON
- $85,000 to $100,000 CAD / year
- Full-time
Are you a hands-on Project Manager who enjoys bringing complex technology projects to life? We are seeking a Senior Project Manager to oversee the end-to-end implementation of parking…
Added 1 min ago
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Maintenance Millwright
Shell
Brockville, ON
- Full-time
Execute maintenance activities per direction of Maintenance Manager or delegate, may include the keeping of records, monitoring of maintenance costs, and production performance
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Student Project Coordinator
AtkinsRéalis
Mississauga, ON
- Full-time
The Student Project Coordinator will report to the Project Manager will be responsible for the coordination of engineering, procurement, and construction work. This role will require…
Added 1 min ago
PC
Floor Supervisor - Full-Time
PVH Corp.
Ottawa, ON
- Full-time
…the store running smoothly under the guidance of your Store Manager. As a Floor Supervisor, you will take on a leadership role by driving daily sales goals, and supporting the creation of a…
Added 2 mins ago
Senior Application Engineer
Eclipse Automation
Cambridge, ON
Job Title: Account Manager - Applications Engineer
Added 2 mins ago
T
Wealth Planning Specialist
TD
AB
- Full-time
Carry out other tasks and duties as assigned by manager from time to time
Added 2 mins ago
T
Business Intelligence Specialist
TD
Ottawa, ON · Toronto, ON
- Full-time
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,…
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T
Branch Manager III
TD
Regina, SK
- Full-time
…adhering to internal policies, practices, and processes? As Branch Manager, strive for excellence and execute with speed, raising the bar around…
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T
Personal Banking Associate
TD
AB
- Full-time
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,…
Added 2 mins ago
T
Personal Banker Trainee
TD
Calgary, AB
- Full-time
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,…
Added 2 mins ago
T
Operations Officer II
TD
Mississauga, ON
- Full-time
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,…
Added 2 mins ago
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Manager – Balance Growth & Special Initiatives
BMO
Toronto, ON · BMOPLACE
- Full-time
Manager – Balance Growth & Special Initiatives is accountable for the implementing new balance growth strategies and continuously optimizing existing strategies for balance growth and…
Added 16 mins ago
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Community Associate, 1110 King St W (Toronto)
WeWork
Toronto, ON
- Full-time
…movement - we’re leading it. United by a desire to build a global community, our purpose is to give members the support to do their best work, and the space to take their ideas to new…
Added 16 mins ago
C
Senior Methodology and Content Manager
Caseware
Toronto, ON
- $130,000 to $150,000 CAD / year
- Full-time
Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and…
Added 16 mins ago
J
Residential Leasing Representative
JLL
Toronto, ON
- Full-time
…property, and collaborate with the Leasing and Resident Experience Manager, Marketing, and Property Management teams to develop and implement sales and marketing…
Added 16 mins ago
TA
Sales Lead - Part Time
The Aldo Group Inc / Le Groupe Aldo Inc.
Brampton, ON
- Part-time
…ALDO Group brings over 50 years of fashion expertise to the global stage. With close to 1,500 stores across more than 110 countries, we operate two signature brands - ALDO and Call It…
Added 16 mins ago
TA
SALES ASSOCIATE – PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Brampton, ON
- Part-time
…ALDO Group brings over 50 years of fashion expertise to the global stage. With close to 1,500 stores across more than 110 countries, we operate two signature brands - ALDO and Call It…
Added 31 mins ago
KG
Manager, TMF and Earthworks Area
Kinross Gold Corporation
Red Lake, ON
- Full-time
The TMF & Earthworks Area Manager leads safe, compliant delivery of major civil works for the Great Bear Project in Red Lake, including tailings facilities, dams, roads, excavations,…
Added 31 mins ago
C
Fuel Accounting Analyst
Couche-Tard
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- Full-time
…what Couche-Tard/Circle K is. We have grown into a successful global company with over 17,000 stores in 29 countries, serving almost 9 million customers every day. In total, approximately…
Added 31 mins ago
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Manager Project Managment
Dematic
Mississauga, ON
- Full-time
Added 31 mins ago
AL
Compliance Manager
ARAG Legal Solutions Inc. (Canada)
Toronto, ON
- Full-time
Reporting to the Director, Legal and Compliance, the Compliance Manager will support the day-to-day delivery of the Compliance program for a federally and provincially licenced Property &…
Added 31 mins ago
Senior Manager, Value Realization Office - Term position
Scotiabank
Toronto, ON
Scotiabank’s Global Wealth Management (GWM) Value Realization Office is looking for a Senior Manager to join its growing Finance team. This role sits at the intersection of finance,…
Added 31 mins ago
Tangerine Growth Advisor - Tangerine
Scotiabank
Toronto, ON
Ensure all client interactions rigorously adhere to the Global Sales Principles guidelines.

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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