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Added 1 min ago
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Community General Manager II, Imperial Service
CIBC
Burlington, ON
- Full-time
People Leadership – Lead and coach a high performing sales team of Leaders, Advisors, and Representatives to deepen client relationships and grow business to CIBC. Provide meaningful…
Added 1 min ago
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Manager, Dynamics 365 F&O Consulting
BDO
Vancouver, BC · Hamilton, ON · Ottawa, ON · Toronto, ON
- Full-time
BDO Canada is seeking a Manager, Dynamics 365 F&O Consulting to join our fast-paced and growing Dynamics 365 F&O consulting practice, with the ability to work from anywhere in Canada. This…
Added 1 min ago
SI
Pricing Analyst
Staples Inc.
Richmond Hill, ON
- Full-time
As a Pricing Analyst for Staples, you will provide analytical and strategic support to the Sales, Pricing, and Merchandising teams to empower business leaders to make timely and…
Added 1 min ago
SC
Investment Attraction Manager
Strathcona County
Sherwood Park, AB
- Full-time
Strong professional sales and business development capabilities, including client engagement, product pitches and formal presentations
Added 16 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Barrie, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 16 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 16 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Carleton Place, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 16 mins ago
LC
Grocery Department Manager Nights
Loblaw Companies Limited
London, ON
- Full-time
Ensure the department meets or exceeds sales and profitability goals
Added 16 mins ago
LC
Meat/Seafood Department Manager
Loblaw Companies Limited
Windsor, ON
- Full-time
Ensure the department meets or exceeds sales and profitability goals
Added 16 mins ago
SG
Sales Manager - Montreal, Quebec - Legacy Division (Full Time)
Southern Glazer’s Wine and Spirits, LLC
Montreal, QC
- Full-time
The Sales Manager will be responsible for managing regional execution of our Campari group of brands referred to as our Legacy division (Aperol, Campari, Espolon, Appleton Estate, Grand…
Added 16 mins ago
BP
General Manager
Boston Pizza International Inc
Moncton, NB
- Full-time
Role Description The General Manager is a full-time, on-site role based in Moncton, NB, responsible for overseeing daily restaurant operations and ensuring an exceptional guest experience.…
Added 31 mins ago
S
Asset Protection Partner
Sephora
ON · Markham, ON
- $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 31 mins ago
TH
Front End Supervisor Full Time 8 Month Contract (Dartmouth)
The Home Depot
Dartmouth, NS
- Full-time
Under the management of Department Supervisors, our Associates can flourish and reach their peak. They provide leadership by coaching, training, motivating and inspiring associates to…
Added 31 mins ago
TH
Department Supervisor Full-Time (3 Month Contract) - 7064 Westend
The Home Depot
Canada
- Full-time
Under the management of Department Supervisors, our Associates can flourish and reach their peak. They provide leadership by coaching, training, motivating and inspiring associates to…
Added 31 mins ago
KT
Kitchen Installer
Kitchen Tune-Up Calgary, AB
Calgary, AB
- $25 to $28 CAD / hour
- Full-time
🔶 Professional Training – Get hands-on experience and ongoing development in kitchen remodeling.
Added 31 mins ago
WO
Team Lead
Workwear Outfitters
Ottawa, ON
- Full-time
The Team Lead will assist the Store Manager with overseeing the daily store operations, achieving sales targets, ensuring compliance with company policies and supports the development of…
Added 31 mins ago
AR
Community Business Manager
Atria Retirement Canada - View at Lethbridge
Lethbridge, AB · AB-Lethbridge
- Full-time
Participate in month-end close processes of accrual preparation and analysis of general ledger and monthly financials in conjunction with Executive Director.• Work in conjunction with the…
Added 31 mins ago
RB
Client Advisor
Royal Bank of Canada
Carman, MB
- Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new…
Added 31 mins ago
CC
Retail District Manager - BC
Canna Cabana
Vancouver, BC · Yaletown, Vancouver, BC
- $80,000 to $90,000 CAD / year
- Full-time
Canna Cabana is looking to hire District Manager in British Columbia based in greater Vancouver area to expand its footprint in the province. The Retail District Manager, BC will be…
Added 31 mins ago
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Client Advisor
RBC
Quebec, QC
- Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new…
Added 31 mins ago
A
Sales & Service Lead (Full-Time) - Royalmount
ALO
Mont-Royal, QC
- Full-time
Ensure effective sales floor coverage through the development of workforce solutions and leading selling initiatives throughout the store as needed
Added 31 mins ago
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Senior Marketing Manager
PwC
Toronto, ON
- Full-time
As a Senior Marketing Manager, you will lead the development and delivery of integrated B2B marketing strategies that advance PwC Canada’s business priorities. You will partner with senior…
Added 31 mins ago
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Marketing Senior Associate
PwC
Toronto, ON
- Full-time
…integrated B2B marketing programs that advance PwC Canada’s business priorities. Working with colleagues across Marketing, Sales and the business, you will help translate business…
Added 31 mins ago
BF
Territory Manager
Biyork Floors
AB · Greater Edmonton Metropolitan Area
- Full-time
We are looking for a driven and sxperienced Territory Manager to grow sales, deliver an exceptional customer experience, and build long-term customer relationships throughout Northern…
Added 31 mins ago
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Customer Service Manager
PolicyAdvisor
Oakville, ON
- $60,000 to $70,000 CAD / year
- Full-time
We are looking for a talented Customer Service and Operations manager interested in a high growth role at an early stage, well-funded startup. Our team is small, but growing, so your role…

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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