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Added 1 min ago
FG
MANGO - Store Manager - Upper Canada Mall
Fox Group Canada Inc.
Newmarket, ON
- Full-time
We are looking for an experienced Store Manager who is an exceptional leader with the ability to motivate, inspire, and develop a high-performing store team. The Store Manager will be…
Added 1 min ago
CI
Program Assistant (2026-1188)
Carewest Innovative Healthcare
Calgary, AB
- Part-time
At Carewest, our mission is to support all clients in maintaining their quality of life as they transition through their health care journey. Our core values of Caring, Relationships,…
Added 1 min ago
CF
Junior National Account Manager - Service Sales
Classic Fire + Life Safety
Toronto, ON
- Full-time
…response, and competitive value. As a Junior National Account Manager - Service Sales, your role is pivotal to our team. Your primary responsibility will be to actively pursue fire and life…
Added 1 min ago
HÀ
Country Manager – Canada
HR à la carte
Mississauga, ON
- Full-time
The Country Manager - Canada is responsible for the overall leadership, strategic direction, financial performance, and operational management of Beltservice's Canadian business. This role…
Added 1 min ago
T
Senior Actuarial Analyst
TD
Toronto, ON
- Full-time
…scientists and actuaries to propose and develop solutions to support our partners' strategies. The Underwriting Analytics team's mandate is to strengthen TDI's underwriting practice by…
Added 1 min ago
T
Finance Operations Analyst I
TD
Dieppe, NB
- Full-time
Provides a broad range of analytical / advanced finance processing / reporting support and general accounting expertise. Roles may also provide related finance operational / initiative…
Added 1 min ago
T
Personal Banking Associate Trainee
TD
Oshawa, ON
- Full-time
Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
Added 1 min ago
LE
Assistant Store Manager - Full Time - Sherway Gardens
L'Occitane En Provence
Toronto, ON
- Full-time
As an Assistant Store Manager at L’Occitane Sherway Gardens, your mission is to create an environment that offers a peaceful respite from the hustle and bustle of daily life. Working…
Added 1 min ago
D
Manager
Desjardins
Levis, QC · Montreal, QC
- Full-time
As Manager, your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function…
Added 1 min ago
C
Theatre Manager Oakville & VIP 3 Month Contract
Cineplex
Oakville, ON · CPX Oakville & VIP
- Full-time
Maintaining the seamless operation of all Amusement, Food and Beverage, Guest Service and Retail operations within the venue.
Added 1 min ago
CT
Security Coordinator
Canadian Tire Corporation
Brampton, ON · AJ Billes Distribution Centre [AJBDC]
- Full-time
Reporting to the Corporate Security, Physical Security Operations Manager, the incumbent will support Loss Prevention operations administration duties. This position is responsible for card…
Added 1 min ago
BU
Scheduling & Examinations Assistant
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
Reporting to the Manager, Scheduling and Examination Operations, the Scheduling & Examinations Assistant provides administrative and operational support for course scheduling, registration…
Added 15 mins ago
IF
Manager, International Tax
Intact FC
Toronto, ON
- Full-time
…investing in your career. In return, we promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow…
Added 16 mins ago
R
Senior Financial Analyst
Roofmart
Brampton, ON · Roofmart Brampton Office
- Full-time
Roofmart’s National Support Centre in Brampton, ON is the hub that provides share service support to multiple branches and legal entities across Canada. As part of the National Support…
Added 16 mins ago
LensCrafters - Licensed Assistant Manager - #941 Guelph ON
EssilorLuxottica Group
Guelph, ON
The Assistant Manager acts as a leader in absence of, or in support of the Store Manager & behaves as a business owner within the marketplace & LensCrafters organization. Represents…
Added 16 mins ago
Industrial Systems Program & Performance Lead
Amrize
Edmonton, AB · AB · Calgary, AB
Reporting to the Manager, Industrial Systems Acceleration & Implementation, the Industrial Systems Program & Performance Lead plays a key role in accelerating the development,…
Added 16 mins ago
TA
SERVICE COORDINATOR - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Ottawa, ON
- Part-time
Support daily operations, including restocking, moving product between the floor and backstore, and helping with visual setup
Added 16 mins ago
BT
Daily Shift Manager - Full Time Temporary
BC Transit
Victoria, BC
- Full-time
Reporting to the Manager, Maintenance Operations, the Daily Shift Manager is responsible for supervising the day-to-day repair, operation and maintenance activities of the Victoria Regional…
Added 16 mins ago
Change Control Manager
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Mississauga, ON
The Change Control Manager will perform technical management and supervision of change controls, including changes to processes, systems and technology, work roles, and organization…
Added 16 mins ago
Documentation Specialist
GRIFOLS, S.A.
Mississauga, ON
The Documentation Specialist provides support to the QA department in controlling GMP documentation processing, filing, tracking and archiving. The individual maintains various data bases…
Added 16 mins ago
E
Coordinator, Project Delivery
EPCOR
AB · Edmonton, Alberta
- Full-time
…management, communications and process changes required for…
Added 16 mins ago
TN
Senior Medical Office Administrator / Office Manager
The Natural Way Health Clinic
Waterloo, ON
- Full-time
We are seeking an experienced, organized and patient-focused Senior Medical Office Manager/Administrator to take ownership of the clinic's daily administrative operations, ensuring a…
Added 16 mins ago
R&
Software Developer IV
Robertson & Company Ltd.
Toronto, ON
- Contract
Robertson is seeking a skilled Software Developer IV (Senior Manager) to join our client in support of an existing vacancy.
Added 16 mins ago
C
Senior Project Manager
Cosmo5
Montreal, QC
- Full-time
Collaborer avec les équipes locales et le réseau Cosmo5 pour partager les bonnes pratiques et améliorer l’efficacité des opérations.
Added 16 mins ago
CS
Production Supervisor
Calhoun Super Structure
Goderich, ON
- $35 to $40 CAD / hour
- Full-time
Support achievement of daily, weekly and monthly production targets

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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