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Client Service Associate, Financial Planning

Company

TD

Location

montreal (administrative region), qc

Posted

July 09, 2026

Position Overview

Location

Montréal, Quebec, Canada

Hours

37.5 hours per week

Line of Business

TD Wealth

Pay Details

Base salary range: 52,700 – 74,400 CAD. Growth opportunities and skill development are part of TD’s compensation policy. The exact base pay offered may vary based on skills, experience, geographic location, and business needs.

Job Description

TD Wealth employs a sophisticated and holistic goals‑discovery approach to wealth planning and protection, delivering highly personalized advice, solutions, and service to clients. The Financial Planning Client Service Associate provides high‑level dedicated sales and service support to TD Wealth Financial Planners, enhancing client experience and driving growth.

Responsibilities

  • Respond to client and FP inquiries, providing options and solutions while following policies and processes on time.
  • Conduct transactions and activities requiring expe...

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