Support TD Wealth Financial Planners in Montréal with client service, sales support, and complex financial transactions. Bilingual English and French required.

The Financial Planning Client Service Associate provides dedicated support across progress reviews, client contact, and business building. You will help deliver personalized service while supporting net asset growth, revenue opportunities, and efficiency. The role requires advanced business, operations, and regulatory knowledge.

Key Responsibilities:

- Respond to client and planner inquiries with timely solutions
- Conduct moderate-to-high-risk transactions across products and systems
- Complete account openings, transfers, forms, and transactional requests
- Identify growth opportunities and contact prospective clients




- Improve client experiences through collaborative sales and service support

Requirements:

- University or college diploma, or minimum two years industry experience
- Bilingual English and French communication skills
- Canadian Investment Regulatory Exam or equivalent preferred
- Advanced business, operations, and regulatory environment knowledge
- Solid communication, analytical, problem-solving, and client service skills

Bring bilingual communication, financial planning support, and meticulous client service to TD Wealth Financial Planners in Montréal.

📌 Financial Planning Client Service Associate (Montreal)
🏢 TD
📍 Montreal