Client Service Associate in Financial Planning
Location
montreal (administrative region), qc
Job Type
Full-time
Category
Other-General
Posted
June 19, 2026
Explore a dynamic role as a Client Service Associate with TD Wealth Planning in Montreal. This hybrid position focuses on delivering exceptional client support through financial services.
As a vital team member at TD Wealth, you will provide high-level assistance to financial planners, enhancing client experiences and driving business growth. Your responsibilities will include managing client inquiries, handling account operations, and contributing to sales support by identifying asset growth opportunities. A strong commitment to legendary client interactions is essential for success in this role.
Key Responsibilities:
• Answer client inquiries with timely solutions
• Manage medium to high-risk operational activities
• Assist in opening new accounts and executing transfers
• Support financial planners with business growth strategies
• Analyze complex issues and collaborate for solutions
Requirements:
• College or university diploma or 2+ years of experience
As a vital team member at TD Wealth, you will provide high-level assistance to financial planners, enhancing client experiences and driving business growth. Your responsibilities will include managing client inquiries, handling account operations, and contributing to sales support by identifying asset growth opportunities. A strong commitment to legendary client interactions is essential for success in this role.
Key Responsibilities:
• Answer client inquiries with timely solutions
• Manage medium to high-risk operational activities
• Assist in opening new accounts and executing transfers
• Support financial planners with business growth strategies
• Analyze complex issues and collaborate for solutions
Requirements:
• College or university diploma or 2+ years of experience