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Added 1 month ago
NR
Associate
Norton Rose Fulbright
Calgary, AB
- Full-time
Excellent client service, communication and interpersonal skills
Added 1 month ago
S
Part Time Retail Associate (Optical): Ancaster, ON
Specsavers
Hamilton, ON · Ancaster, ON
- Part-time
A passion for creating “WOW” moments through exceptional customer service and finding innovative ways to enhance the optical shopping experience
Added 1 month ago
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Asst Store Mgr - Service
Williams-Sonoma
Brossard, QC
- Full-time
· Ensure timely resolution of client service issues including delivery/pick-up and outstanding issues through effective use and management of client information reporting system
Added 1 month ago
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Part Time Retail Associate (Optical): Red Deer, AB
Specsavers
Red Deer, AB
- Part-time
A passion for creating “WOW” moments through exceptional customer service and finding innovative ways to enhance the optical shopping experience
Added 1 month ago
TT
Digital Recruiter
Tundra Technical Solutions
Vancouver, BC
- $40,000 to $50,000 CAD / year
- Full-time
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Added 1 month ago
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Director-Technology Delivery-AI&Data
Accenture
Toronto, ON
- Full-time
An experienced Data & AI delivery leader and trusted advisor who owns the client relationship as much as the delivery outcome. As an Associate Director within our AI-Ready Data tower, you…
Added 1 month ago
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Sales Associate (West Edmonton Mall)
Knix
Edmonton, AB
- $19.7 CAD / hour
- Part-time
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Added 1 month ago
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Senior Associate, Business Development
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Vancouver, BC
- Full-time
…willing to learn and is focused on achieving the highest level of client service and results. A high attention to detail is required and the role’s priority focus is to help the team meet…
Added 1 month ago
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Relationship Associate, Correspondent Services - 12 Month Contract
Raymond James
Vancouver, BC
- Full-time
As a key contributor to the Raymond James Correspondent Services (RJCS) team you will manage the service relationship with existing Custody and Introducer clients and assist in the…
Added 1 month ago
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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
Personal Banking Associate Trainee - Japanese, Korean, Mandarin, Cantonese or Spanish Language Skills and Asset
TD
Vancouver, BC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 month ago
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Underwriting Associate (Calgary/Hybrid)
AMA - Alberta Motor Association
Calgary, AB
- Full-time
…little higher and a little further. You have a passion for service excellence and helping others, and get a personal thrill out of brightening someone's day on the other end of the…
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AIT Officer, Slave Lake Area Supervisor
Government of Alberta
Slave Lake, AB
…local colleges; analyzing and troubleshooting issues; resolving client complaints; and making client-related decisions that achieve win-win outcomes. The ADS Officer Area Supervisor reports…
Added 1 month ago
Associate-Wealth Management
Richardson Wealth Ltd
Montreal, QC
…wealth management clients. The ideal candidate has exceptional client service skills, analytical ability, attention to detail, and the ability to manage multiple priorities effectively in a…
Added 1 month ago
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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…
Added 1 month ago
BB
Underwriting Associate (Calgary/Hybrid)
Bridgewater Bank
Calgary, AB
- Full-time
…little higher and a little further. You have a passion for service excellence and helping others, and get a personal thrill out of brightening someone's day on the other end of the…
Added 1 month ago
Sales Associate
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Added 2 months ago
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Associate Product Manager (Investments)
Picton Mahoney Asset Management
Toronto, ON
- Full-time
Build and manage internal infrastructure and systems to bolster targeted client service delivery models.
Added 1 month ago
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Customer Experience Associate
TD
Ottawa, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 month ago
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Customer Experience Associate
TD
Ottawa, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 month ago
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Auto Mobile Associate
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Victoria, BC
- Full-time
As an Auto Mobile Associate, you will build, serve, and maintain relationships with clients and local dealerships throughout the community to provide diverse insurance coverage and products.
Added 1 month ago
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Senior Associate, Technology Strategy, Consulting (Bilingual FR/EN)
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Montreal, QC
- Full-time
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Manager, Associate Private Bankers
Scotiabank
Saskatoon, SK
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Added 1 month ago
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Sales Consultant - RV Dealership
Traveland RV Supercentre
Martensville, SK
- Full-time
Own every aspect of the sales process (from new client prospecting to unit delivery)
Added 1 month ago
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Customer Experience Associate – Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis - Future Opportunities
TD
London, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…

FP Client Service Associate

Toronto, ON, 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:

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:

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 TD Wealth Financial Planners by assisting with progress reviews, client contact, and business building. They also manage complex transactions, handle account documentation, and identify opportunities for net asset growth.

Requirements

Candidates must have a university or college diploma and at least 2 years of industry experience. Completion of the Conduct and Practices Handbook (CPH) and Canadian Securities Course (CSC) is considered a strong asset.

Skills

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

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

TD Wealth
Financial Planning
Client Service
Sales Support
Account Openings
Cash Transfers
Conduct and Practices Handbook
Canadian Securities Course
Regulatory Environment
Net Asset Growth
Revenue Generation
Data Analysis
Banking
Wealth Management
Administrative Support
Client Experience
Financial Institutions

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