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Added 12 mins ago
NB
Associate Director, FX Risk Management Solutions
National Bank of Canada
Toronto, ON
- Full-time
The Risk Management Solutions Group (“RMSG”) at National Bank of Canada Capital Markets is seeking an Associate Director to help expand our Foreign Exchange risk management franchise in…
Added 12 mins ago
LC
Produce Department Manager
Loblaw Companies Limited
Calgary, AB
- Full-time
Ensure the department meets or exceeds sales and profitability goals
Added 12 mins ago
PC
Floor Supervisor - Full-Time
PVH Corp.
Ottawa, ON
- Full-time
Are you ready to lead the sales floor by showcasing and promoting our iconic brand? You will deliver a top-notch customer experience that represents our brand’s minimalist and sensual point…
Added 12 mins ago
C
Associate Financial Advisor
CIBC
Brantford, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 27 mins ago
JI
Department Manager Front End
J.D. Irving, Limited
Halifax, NS
- Full-time
…opportunities to learn new skills, take on new challenges, and grow your career. Many of our leaders started in frontline roles and advanced through experience, development, and hard…
Added 27 mins ago
SI
Retail Assistant Manager
Staples Inc.
Saint-Georges, QC
- Full-time
As an Assistant Manager, you will enable operational and sales excellence, ensuring that both our customers and associates have exceptional experiences. You will break down barriers and…
Added 27 mins ago
SC
Wireless Sales Consultant (Full Time - Bayfield Street)
Staples Canada
Barrie, ON
- Full-time
As a Wireless Sales Consultant, you are a champion of the customer experience in the wireless department. You enable our work, learn, and grow culture for our customers and associates.…
Added 27 mins ago
SI
Retail Print & Services Supervisor
Staples Inc.
Halifax, NS
- Full-time
As a Print & Services Supervisor at Staples, you will lead a team to provide exceptional customer experiences, drive sales, and maintain operational excellence. Your passion for the…
Added 27 mins ago
P
Sales and Operations Management Trainee
Penske
Winnipeg, MB
- Full-time
Penske will introduce you to our sales processes, leading-edge technology and winning company culture through ongoing training and mentoring to help cultivate the skills and expertise you…
Added 42 mins ago
E
Paralegal
Ecolab
Calgary, AB · CAN-Calgary Office Quarry Park
- Full-time
As a Paralegal, you will support the Associate General Counsel for the Global High-Tech and Data Center business, helping deliver practical and timely legal support in a fast-paced, global…
Added 57 mins ago
Seasonal Sales Consultant, Square One
Bell
Toronto, ON
Sales commission, rewards and recognition and employee discounts
Added 57 mins ago
S
Part Time Retail Associate (Optical): Richmond Hill, ON
Specsavers
Richmond Hill, ON
- Part-time
Founded 40 years ago in the UK by visionary optometrists Doug and Mary Perkins, Specsavers has remained privately owned since day one. Today, we are a $7.8 billion global business with over…
Added 57 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Amherstburg, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 57 mins ago
LC
Apparel Department Manager
Loblaw Companies Limited
Calgary, AB
- Full-time
Ensure the department meets or exceeds sales and profitability goals
Added 57 mins ago
Business Development Associate
Geotab
Burnaby, BC · Oakville, ON
We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Business Development Associate who will be responsible for driving new and…
Added 1 hour ago
TH
Overnight Order Fulfilment Associate: Full Time - LANGFORD
The Home Depot
Canada
- Full-time
As an Order Picker, you will help continue to grow our online business and customer relationships by obtaining detailed list of product(s) necessary to fill each order, prioritizing them…
Added 1 hour ago
6
Associate Planner
6ae5ebb4-0551-4c26-b32f-4b077f26cef7
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
analyzing sales trends, and submitting monthly budgets. The Associate Planner
Added 1 hour ago
T
Customer Experience Associate - Kelowna Open House Meet & Greet Event - November 10th, 2026
TD
Kelowna, BC
- Part-time
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…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Owen Sound, ON
- Full-time
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…
Added 1 hour ago
T
Customer Experience associate
TD
Terrace, BC
- Part-time
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…
Added 1 hour ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
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…
Added 1 hour ago
S
Sales Consultant
Sysco
Canada
- Full-time
The Sales Consultant is responsible for promoting the Company’s products and services by building relationships with new and existing customers in order to become our customers’ most valued…
Added 1 hour ago
FG
MANGO - Assistant Store Manager - Markville
Fox Group Canada Inc.
ON · Markham, Ontario
- Full-time
Proven ability to drive sales results, able to analyze selling reports, identify business trends and react quickly to the needs of the business
Added 1 hour ago
C
Client Engagement Associate - Part-time (20hours/week)
CIBC
Dartmouth, NS
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 1 hour ago
C
Client Engagement Associate - Part-time (15hours/week)
CIBC
Halifax, NS
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…

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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