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Added 6 mins ago
JI
Department Manager Front End
J.D. Irving, Limited
Halifax, NS
- Full-time
Department Managers play a key leadership role in driving sales performance and operational excellence within their assigned area. They are responsible for leading a team of associates,…
Added 6 mins ago
W
Community Associate, 1110 King St W (Toronto)
WeWork
Toronto, ON
- Full-time
Take direction from the Community Lead and the Community Manager to support the Community Team as necessary.
Added 6 mins ago
C
Senior Methodology and Content Manager
Caseware
Toronto, ON
- $130,000 to $150,000 CAD / year
- Full-time
As Senior Methodology and Content Manager, you will own the methodology and content for assigned North American assurance and reporting solutions, develop it in house or procure it from…
Added 6 mins ago
MV
Sales Lead - Holt Renfrew
Monica Vinader
Calgary, AB
- Full-time
We are looking for a Sales Lead to join us as we continue this journey and help us shape what the future of modern jewellery can and should be.
Added 6 mins ago
Manager, Strategy & Distribution - Programs - WSI
Wawanesa Insurance
Toronto, ON · North York - Toronto, ON (Hybr, ON
The Manager, Strategy & Distribution - Programs drives growth of the Commercial Insurance Programs portfolio by developing strategic distribution partnerships. The role leads business…
Added 6 mins ago
TA
Sales Lead - Part Time
The Aldo Group Inc / Le Groupe Aldo Inc.
Brampton, ON
- Part-time
Reporting to the Store Manager, the Part-Time Sales Lead plays a key role in driving results and supporting the team. You lead by example by helping hit sales targets, coaching associates,…
Added 6 mins ago
TA
SALES ASSOCIATE – PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Brampton, ON
- Part-time
Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…
Added 21 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Thompson, MB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 21 mins ago
WC
Health and Beauty Team Associate
Walmart Canada
Peterborough, ON
- Full-time
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 21 mins ago
WC
(CAN) Overnight Assistant Manager
Walmart Canada
Sudbury, ON
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 21 mins ago
RA
Project Logistics Operations Manager
Reimer Associates Inc.
Calgary, AB
- $90,000 to $110,000 CAD / year
- Full-time
They are looking for an experienced Project Logistics Operations Manager to lead their Teams in Calgary + Toronto. They purposely hire young operations staff and train them in-house,…
Added 21 mins ago
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Manager, Events
Glenbow
Calgary, AB
- Full-time
Hiring Manager: Director, Commercial Services
Added 21 mins ago
TE
Field Operations Repairs Supervisor - Vancouver
TK Elevator
Burnaby, BC
- Full-time
Direct the field labour force and support personnel in accordance with volume of sales to meet or exceed customer expectations for scheduling and execution of elevator project work
Added 21 mins ago
FC
Sr Cust Service Rep/Station
FedEx Canada
Markham, ON
- Full-time
To assist the manager in administrative and customer service operations duties as required. To assist the station customer service representatives and participate as a working member in the…
Added 21 mins ago
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Financial Service Representative - LendDirect Office 1561
LendDirect
Halifax, NS
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 21 mins ago
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Manager Project Managment
Dematic
Mississauga, ON
- Full-time
Ensure effective transition from Sales to Operations, including pre-contract support, estimating input, and leadership of project kickoff processes.
Added 21 mins ago
AL
Compliance Manager
ARAG Legal Solutions Inc. (Canada)
Toronto, ON
- Full-time
Provide day-to-day compliance guidance to stakeholders across underwriting, claims, sales, HR, and operations.
Added 21 mins ago
TC
Assistant Store Manager in Training HomeSense Hyde Park
TJX Canada – Winners, Marshalls, HomeSense
Toronto, ON · Scarborough, ON
- $48,592.5 to $68,029.5 CAD / year
- 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 21 mins ago
Estate Specialist
Scotiabank
ON · Mississauga, ON
Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet…
Added 21 mins ago
Manager, Business Risk Management, Global Insurance
Scotiabank
Toronto, ON
Actively pursues effective and efficient operations in accordance with Scotiabank’s Values, Code of Conduct, and Global Sales Principles, while supporting effective day-to-day controls for…
Added 21 mins ago
C
Apprentice General Manager
Chipotle
Orleans, ON
- Full-time
…to grow into General Managers by assisting in the day-to-day operations of our restaurants. You’ll learn what it takes to run a strong business, hire and train great people, and deliver a…
Added 21 mins ago
EM
Management Trainee
Enterprise Mobility
Antigonish, NS
- Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 21 mins ago
S
Asset Protection Partner
Sephora
Edmonton, AB
- $25 to $30 CAD / hour
Conduct surveillance on the sales floor, as well as utilizing the CCTV system, to identify, observe, and apprehend or deter individuals from committing external theft(s).
Added 36 mins ago
CC
Retail Assistant Store Manager
Canna Cabana
Calgary, AB · Deer Valley, Calgary, AB
- Full-time
The Assistant Store Manager will report to the Store Manager and is responsible for providing assistance to the store management team in supervising and facilitating the daily operations of…
Added 36 mins ago
CC
Retail Shift Leader
Canna Cabana
Regina, SK · Rochdale, Regina, SK
- Part-time
Provide assistance to store management in supervising and facilitating the daily operations of the store

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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