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Added 10 mins ago
MD
Senior Manager of Policy and Regulation-State Prog Admin Supv Prin
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
The Senior Manager of Policy and Regulation oversees two key divisions, ensuring the successful execution of operations and strategic initiatives within both areas. This leadership role is…
Added 10 mins ago
MD
Supervisor, Family Health Benefit Policy and Programs - Human Services Supervisor 3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…family health programming, and coordinates closely with the PHI Manager and other HIBD colleagues to ensure family health policy and programs are integrated with the division’s broader…
Added 10 mins ago
WC
Cleaner (2026-385-HHS)
WoodGreen Community Services
Toronto, ON
- Contract
As a Cleaner, you’ll report to the Manager, Housing & Homelessness Services, & Maintenance, and will play a key role in our day-to-day operations, keeping our buildings spotless and…
Added 10 mins ago
CL
HR Generalist
Charger Logistics Inc.
Brampton, ON
- Full-time
Currently, we are seeking a motivated and experienced HR Generalist to join our HR team at our Brampton office. This role is focussed on our LATAM operations.
Added 10 mins ago
AI
Service Delivery Manager (French)
Apptoza Inc.
Montreal, QC
- Full-time
Experience supporting cloud transformation and modernization programs.
Added 10 mins ago
CO
Manager, Hospital to Home and Clinical Programs
Circle of Care, Sinai Health
Toronto, ON
- Full-time
The Manager, Hospital to Home and Clinical Programs is accountable for leading a dedicated service team in delivering seamless and timely care that meets the unique needs of clients…
Added 10 mins ago
M(
Housekeeping Supervisor
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Part-time
Reporting to the Assistant Manager, Housekeeping, you will be jointly responsible for all venues' overall cleanliness, detail, servicing, resources, care, and maintenance. This position's…
Added 10 mins ago
M
Dock Lead Hand
Mohegan
Surrey, BC
- Full-time
Relays information from the Operations Manager to Dock Workers and keeps the Operations Manager updated with dockside operations.
Added 10 mins ago
R
Administrator, Transaction Processing
RBC
Toronto, ON
- Full-time
…environment, handling diverse mutual fund and segregated fund operations while contributing to process improvements across the…
Added 10 mins ago
L
EHS Specialist (Burnaby, BC – Hybrid)
LifeLabs
Burnaby, BC
- $68,126 to $86,861 CAD / year
…standards and on-going improvements of the health and safety…
Added 10 mins ago
Practice Manager- Hôpital Vétérinaire Embrun Veterinary Hospital
VetStrategy / Daubigny
Embrun, ON
We are seeking a dynamic and experienced veterinary Practice Manager to lead our team and ensure the smooth operation of our veterinary practice. This pivotal role is essential in driving…
Added 10 mins ago
Manager, Hospital to Home and Clinical Programs
Circle of Care, Sinai Health
Toronto, ON
The Manager, Hospital to Home and Clinical Programs is accountable for leading a dedicated service team in delivering seamless and timely care that meets the unique needs of clients…
Added 10 mins ago
PV
Full Time Keyholder (Store 2451 - Stroud)
Pet Valu
Stroud, ON
- Full-time
…and Total Pet and together we are one of the largest retail operations in North America dedicated to providing families with food and supplies for dogs, cats, companion birds, wild birds,…
Added 10 mins ago
Senior Engineering Designer
Trench Group GmbH
Toronto, ON
Reporting to the Engineering Manager, the Senior Air Core Reactor Designer is a technical expert responsible for the design of Air-Core Coil products (air core reactors), covering…
Added 25 mins ago
WU
Clinical Education Manager
Western University
London, ON
- Full-time
The Manager, Clinical Education is accountable for providing administrative leadership to the Clinical Education areas (years 3 and 4) of the UME program to ensure effective and efficient…
Added 25 mins ago
LC
Delivery Driver
LKQ Corporation
Moncton, NB
- Full-time
Must qualify for Corporate insurance programs, including vehicle insurance.
Added 25 mins ago
C
Chef Manager, École Mont Royal
Cook
Mont-Royal, QC
- Full-time
Think you have what it takes to be our Chef Manager? Here’s how we’ll know you’ll be successful in the role.
Added 25 mins ago
Sales Manager, Canadian Armed Forces (CAF)
Octasic
Montreal, QC
…technically credible sales leader who understands military operations, Canadian defense procurement, and the defense industrial base. The Sales Manager will work closely with Product…
Added 25 mins ago
WC
Cleaner (2026-385-HHS)
WoodGreen Community Services
Toronto, ON
- Contract
As a Cleaner, you’ll report to the Manager, Housing & Homelessness Services, & Maintenance, and will play a key role in our day-to-day operations, keeping our buildings spotless and…
Added 25 mins ago
B
Regional Operations Manager - HVAC
BGIS
Montreal, QC
- Full-time
The Regional Operations Manager – HVAC is responsible for the effective leadership, technical oversight, and operational performance of a skilled trades team with a strong concentration in…
Added 39 mins ago
NS
Supervisor - Nutrition and Food Services
Nova Scotia Health Authority
Truro, NS
- Internship
Reporting to the Manager of Nutrition and Food Services (NFS), the Nutrition and Food Service Supervisor is responsible for the front-line supervision of employees, day-to-day operations,…
Added 39 mins ago
IG
Brand Marketing Specialist
Insight Global
Brampton, ON
- $22 to $24 CAD / hour
- Contract
marketing campaigns and programs. Reporting to a Sr. Manager or Director/Sr. Director, this role is an early step in the brand marketing career path, and supports cross-functional campaign…
Added 39 mins ago
O
Sales Manager, Canadian Armed Forces (CAF) / Directeur des ventes
Octasic
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- Full-time
…technically credible sales leader who understands military operations, Canadian defense procurement, and the defense industrial base. The Sales Manager will work closely with Product…
Added 39 mins ago
CI
Manager, Finance
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Cambridge, ON
- $115,000 to $130,000 CAD / year
- Full-time
The Manager, Finance is responsible for leading the Institute's financial operations while providing strategic financial guidance to support organizational sustainability, growth, and…
Added 39 mins ago
Supervisor - Nutrition and Food Services
Nova Scotia Health and IWK Health
Truro, NS
Reporting to the Manager of Nutrition and Food Services (NFS), the Nutrition and Food Service Supervisor is responsible for the front-line supervision of employees, day-to-day operations,…

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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