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Added 27 mins ago
P
Senior Product Manager, Fund Management
Purpose
Toronto, ON
- Full-time
Domain expertise You have meaningful experience in asset management, fund operations, or fund accounting, or a closely adjacent domain. You understand NAV, fund flows, performance and…
Added 27 mins ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 27 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 27 mins ago
EC
Manager, Public Practice (CPA)
Entrust CPA
Richmond, BC
- Full-time
We're looking for a Manager who can become an important part of how the firm operates - someone who can own client relationships and engagements, review and develop other accountants,…
Added 27 mins ago
TC
Senior Manager, Portfolio
Travelers Capital Corp.
Calgary, AB
- $100,000 to $125,000 CAD / year
- Full-time
The Senior Manager, Portfolio is an integral role within Travelers, one of which that is vital to the long-term growth and success of the business. The Senior Manager, Portfolio requires a…
Added 28 mins ago
T
Senior Specialized Finance Analyst – TDS Finance Capital and Liquidity Management
TD
Toronto, ON
- Full-time
…Balance Sheet Management, Finance Shared Services, Technology, Accounting, Front Office, Audit…
Added 28 mins ago
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Associate Director/Director, Private Markets Credit
BMO
Toronto, ON · YNG
- Full-time
Demonstrated experience underwriting and executing complex credit transactions across multiple sectors and jurisdictions.
Added 28 mins ago
AW
Bilingual Supervisor, Transfers
Aviso Wealth
Remote, Canada
- $83,000 to $100,000 CAD / year
- Full-time
- Remote
Reporting to the Manager of Operations, the Bilingual Supervisor, Transfers is responsible for overseeing the Transfers Team, managing volumes and ensuring daily deadlines are met.…
Added 28 mins ago
AW
Bilingual Supervisor, Transfers
Aviso Wealth
Remote, Canada
- $83,000 to $100,000 CAD / year
- Full-time
- Remote
Reporting to the Manager of Operations, the Bilingual Supervisor, Transfers is responsible for overseeing the Transfers Team, managing volumes and ensuring daily deadlines are met.…
Added 28 mins ago
AW
Bilingual Supervisor, Transfers
Aviso Wealth
Remote, Canada
- $83,000 to $100,000 CAD / year
- Full-time
- Remote
Reporting to the Manager of Operations, the Bilingual Supervisor, Transfers is responsible for overseeing the Transfers Team, managing volumes and ensuring daily deadlines are met.…
Added 28 mins ago
Manager, Finance
Bell
Toronto, ON
The Financial Close Controller team is seeking a highly motivated Manager to be a part of the Controller organization’s transformative journey towards becoming trusted and valued business…
Added 43 mins ago
FH
Social Worker, BSW - Surrey Memorial Hosptial
Fraser Health
Surrey, BC
- Full-time
Reporting clinically to the Professional Practice Chief, Social Work and administratively to the Manager, Clinical Services, provides basic therapeutic clinical counseling services to…
Added 43 mins ago
FH
Social Worker, Toxic Drug Response and Priority Populations - Surrey
Fraser Health
Surrey, BC
- Full-time
…information into approved formats, collating data, analyzing trends, accounting for variances, preparing reports as required and provides recommendations to the Manager, Clinical…
Added 43 mins ago
K
Manager, Enterprise Tax
KPMG
Kingston, ON
- Full-time
As an Enterprise Tax Manager, you will work closely with Partners and senior tax professionals to deliver planning and compliance solutions for privately owned businesses and their owners.…
Added 43 mins ago
CI
Senior Analyst, Cash, Collateral & Settlements Operations (6-Month contract)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
…stability, and disciplined investment philosophy allow us to pursue complex opportunities and build enduring partnerships…
Added 43 mins ago
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Support Service Representative
BMO
Toronto, ON · YNG
- Full-time
May function as a problem-solving resource for more junior staff, referring non-routine issues to more senior team members and/or manager.
Added 53 mins ago
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Sr. Vendor Manager-Third Party Management
BeachHead
Toronto, ON
- $49.25 to $59.1 CAD / hour
- Contract
Working with one of our top financial clients, this role calls for a Sr. Vendor Manager-Third Party Management who will oversee third-party management throughout all stages of the Third…
Added 53 mins ago
D
Vendor Manager
Dexian
Toronto, ON · Greater Toronto Area, Canada
- $48 to $55 CAD / hour
- Contract
The Vendor Manager is responsible for managing Third Party Business Arrangements throughout all stages of the Third Party Management Lifecycle (TPML). This role involves monitoring,…
Added 53 mins ago
AF
Specialist II, Processing Operations
ATB Financial
Calgary, AB
- Full-time
…to adapt to changing industry requirements. Reporting to the Manager of Operations, your work will directly mitigate operational risk, improve processing efficiency, and elevate the service…
Added 58 mins ago
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Capital Markets and Accounting Advisory Services, Manager
PwC
Vancouver, BC
- Full-time
…supporting our clients as they navigate some of their most complex financial reporting issues and transactions. You'll tackle client’s needs with a solution-oriented approach that…
Added 58 mins ago
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Business Insights Analyst II
TD
Toronto, ON · Montreal, QC
- Full-time
Translate business questions into analytical solutions by defining measures, selecting appropriate methods, and turning complex findings into practical recommendations.
Added 58 mins ago
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Oracle / PostgreSQL Database Administrator
TD
Mississauga, ON · Toronto, ON
- Full-time
…controls. The role requires a proactive problem solver who can lead complex incident resolution, conduct root cause analysis, drive automation initiatives, and continuously improve database…
Added 58 mins ago
T
Quality Engineer I
TD
Toronto, ON
- Full-time
Added 58 mins ago
SL
Advanced Case Manager - Insurance Sales - Mandarin
Sun Life
BC · Toronto, ON · Waterloo, ON · ON · Ontario Telecommuters
- Full-time
The Advanced Case Manager is responsible for contributing to the Company’s individual life and health sales goals by providing complex case and sales strategy support to advisors in the Sun…
Added 58 mins ago
C
Associate, Commercial Banking
CIBC
Toronto, ON
- Full-time
…role will prepare you for a rewarding career as a Relationship Manager, Commercial Banking and strategic partner to some of Canada’s leading companies. You will be committed to delivering…

FP Client Service Associate

Toronto, ON, Canada
Calgary, AB, Canada

$52,700 - $74,400 CAD · Full-time

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Job details

Pay: $52,700 - $74,400 CAD
Job type: Full-time
Apply by: Oct 12, 2026
Experience: University/College Diploma and/or minimum 2 years of industry experience
Posting language: English
Posted: Oct 7, 2026

Original job description

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52,700 - $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:

KEY ACCOUNTABILITIES

CUSTOMER

Respond to FP/client inquiries promptly and accurately; proactively providing options and solutions including timely follow-up
Create a positive FP, client and business partner experience at every interaction and look for ways to contribute to the ongoing improvement of the overall FPS&S and client experience
Submit, and follow up on new account, transfer and other documents to ensure completion, advising the Financial Planner or client as required
Investigate, resolve, and follow up on Financial Planner and client issues, providing viable solutions or options
Provide documents/information that effectively supports the needs of the Financial Planner, detailing FP action as appropriate
Proactively notify FPs of ongoing updates, Daily News Postings, policy changes, etc. that may affect their practice or daily routines
Contribute to the timely and accurate completion of new account openings, account transfers, cash transfers, iForms, and other administrative and transactional requests
Develop and foster strong productive relationships with the Financial Planners, their clients and our operations team
Assist Financial Planners in daily business activities efficiently and effectively to ensure a legendary client experience while adhering to policies and procedures
Be the number one resource for the Financial Planner
Efficiently manage FP expectations through strong verbal and written communication skills
Take ownership of all transactions, ensuring account maintenance, operations and escalations are processed in a timely and satisfactory matter
Assist clients with inquiries and requests and proactively contact clients for appointment booking, seasonal opportunities and statement reviews acting as an extension of the Financial Planner's business
Provide the Financial Planners with sales support by identifying net asset growth and revenue opportunities and reaching out to prospective clients

SHAREHOLDER

Act as a brand champion for FPSS and bank, both internally and externally
Be knowledgeable of practices, policies and procedures, complying with TDGB & IIROC codes of conduct and securities laws and regulations
Prioritize and manage workflow to ensure quality, efficiency and timeliness
Maintain a culture of risk management and control, identifying risks and escalating matters when appropriate
Supervise day-to-day operations / activities, balance workloads, ensure compliance to internal / external requirements and the achievement of service level standards and productivity targets
Resolve escalated matters and refer complex issues / situations beyond own level of expertise
Ensure adherence to operating standards and processes – perform quality checks and validation of work
Review and/or update procedures ensuring all functions and systems are well documented
Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
Identify operational issues and recommend improvements, may provide support during implementation of new process changes
Apply knowledge of systems, programs and services, and external requirements, in achieving efficiency and productivity objectives for the group
Ensure that employees are aware of the impact of their work on the activities of others outside of their function/unit

EMPLOYEE / TEAM

Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
Promote a positive work environment and culture of innovation, teamwork, diversity and performance
Support the team by continuously enhancing knowledge/expertise and proactively identifying opportunities for improvement within the department, participating in department initiatives and projects
Actively participate in personal development activities and initiatives
Proactively offer support and coverage for the team and the RTA (Relationship Team Approach)
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
Contribute to a fair, positive and equitable environment that supports a diverse workforce

BREADTH & DEPTH

Requires specialized expertise and performs multiple and/or diverse tasks that are highly complex, involving multiple steps, systems, and jurisdictions
Transactions and activities require expert knowledge across a broad range or variety of products, processes or systems within own area of specialty and where transactions could be characterized by moderate to high risk
Gather and analyse data to identify and solve complex problems, escalates as required
Use sound judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines.
Generally interacts with internal customers / partners for functions performed and/or external customers
May provide process / policy guidance to others (e.g. within team, internal partners)
Focus of work is weekly, monthly and/or longer with addition of ad-hoc and initiative-based requests, as required
Process subject matter expert in a range of technical processes and procedures through job related training and considerable on the job experience to perform a range of work assignments
Requires advanced knowledge of the business unit / operational functions as well as regulatory issues/ requirements for jurisdictions supported
May involve cross-functional teams across TD and/or involving external contacts
Generally reports to a Manager Financial Planning Support

EXPERIENCE & EDUCATION

University/College Diploma and/or minimum 2 years of industry experience
Canadian Securities Course (CSC) required
Complete Conduct & Practices Handbook (CPH) within first 90 days in role
Complete Wealth Management Essentials (WME) within 18 months in role

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):

Sans Objet

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More about this job

Responsibilities

The role involves providing comprehensive administrative and operational support to Financial Planners, including managing client inquiries, account maintenance, and transaction processing. The associate acts as a key point of contact for clients and partners while ensuring adherence to regulatory standards and internal policies.

Requirements

Candidates must possess a University or College Diploma and at least 2 years of relevant industry experience. The role requires the Canadian Securities Course (CSC) certification, with additional requirements to complete the Conduct & Practices Handbook (CPH) and Wealth Management Essentials (WME) within specified timeframes.

Skills

Client service
Financial planning support
Account management
Regulatory compliance
Risk management
Communication
Problem solving
Data analysis
Administrative support
Relationship management
Workflow prioritization
Sales support
Financial services
Documentation

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

FP Client Service Associate
TD Wealth
Financial Planning
IIROC
Canadian Securities Course
CSC
CPH
WME
Account opening
Account transfers
Risk management
Regulatory compliance
Client experience
Wealth management
Operations
Financial services
Administrative support
Relationship management
Asset growth
Revenue opportunities

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