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Added 1 day ago
Global Service Lines (GIFT) - Associate Director
EY
Toronto, ON
Join Global FP&A and work with Service Line CFOs and leadership teams to support execution of the All In strategy and key Finance priorities. The Global Service Line Finance teams’ partner…
Added 3 days ago
TT
Commercial Finance Business Partner
Tundra Technical Solutions
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
Provide pricing analysis and scenario modelling across Talent Solutions, Direct Source, and other Tundra service lines, developing reusable benchmarks by geography, role, work type, client,…
Added 4 days ago
A
Senior Wealth Advisor | Financial Planner - Partner - Mainstreet Credit Union
Aviso
Sarnia, ON
- Full-time
…members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our…
Added 4 days ago
Senior Wealth Advisor | Financial Planner - Partner - Mainstreet Credit Union
Aviso Wealth
Sarnia, ON
…members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our…
Added 11 days ago
Financial Associate - IIROC
Coast Capital Savings
Langley (District), BC · Langley, Brit
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative…
Added 11 days ago
Financial Associate - MFDA
Coast Capital Savings
Victoria, BC
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative…
Added 11 days ago
Financial Associate - MFDA
Coast Capital Savings
Richmond, BC
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative…
Added 11 days ago
Financial Associate - MFDA
Coast Capital Savings
Surrey, Brit
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative…
Added 14 days ago
SD
Director of Finance
Sym-Tech Dealer Services
Richmond Hill, ON
- Full-time
…creativity and results! We are passionate about delivering excellent client service, an outstanding Associate experience with opportunities to learn and grow professionally. Sym-Tech is…
Added 15 days ago
T
Associate Planner - Barrie
TD
Barrie, ON
- Full-time
In this role, you will build and grow your own client portfolio through proactive business development while delivering holistic financial planning advice. You’ll work with clients to…
Added 18 days ago
MC
Senior Wealth Advisor | Financial Planner (Full-time)
Mainstreet Credit Union Limited
Sarnia, ON
- $77,080 to $128,466.67 CAD / year
- Full-time
…members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our…
Added 18 days ago
MC
Senior Wealth Advisor | Financial Planner (Full-time)
Mainstreet Credit Union Canada
Sarnia, ON
- $77,080 to $128,466.67 CAD / year
- Full-time
…members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our…
Added 1 month ago
S
Enterprise Sales Development Representative
ServiceTitan
Toronto, ON · ON
- Full-time
As an Associate SDM, you'll be part of a purpose-driven team providing a game-changing product that makes an extraordinary difference in our customers’ lives. This is a high-impact,…
Added 2 months ago
R
Analyst/Associate, US Financial Consulting
Richter
Toronto, ON
- Full-time
Richter Consulting, Inc. (“RCI”) is a member of the Richter Group, a full-service business advisory firm, founded in 1926. RCI serves its clients with a multidisciplinary group of 6…
Added 1 month ago
T
FP Client Service Associate
TD
Toronto, ON
- Full-time
The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA…
Added 1 month ago
T
FP Client Service Associate
TD
Calgary, AB
- Full-time
The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA…

No more jobs.

FP Client Service Associate

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
Experience: University / college diploma and/or minimum 2 years of industry experience
Posting language: English
Posted: Sep 9, 2026

Original job description

Work Location:

Calgary, Alberta, 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:

The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA activities: progress review, client contact and business building. The CSA aims to provide a legendary experience at every client interaction. The CSA 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
Completion of Conduct and Practices Handbook (CPH) course and Canadian Securities Course (CSC) is a strong asset
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

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 Client Service Associate provides dedicated sales and service support to Financial Planners by assisting with progress reviews, client contact, and business building. They are responsible for managing client inquiries, executing transactions, and maintaining accurate administrative records to support the growth of the book of business.

Requirements

Candidates must possess a university or college diploma and at least two years of relevant industry experience. Completion of the Conduct and Practices Handbook (CPH) and Canadian Securities Course (CSC) is considered a strong asset for this role.

Skills

Client service
Sales support
Financial planning support
Transaction processing
Account management
Data analysis
Problem solving
Communication skills
Regulatory compliance
Relationship building
Administrative support

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

Wealth Management
Financial Planning
Client Service
Sales Support
Account Opening
Regulatory Environment
Transaction Processing
Business Building
Data Analysis
Banking
CPH
CSC
Financial Services
Administrative Support
Risk Management

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