Support TD Wealth Financial Planners in Montréal with client service, sales support, and financial planning administration. Bilingual English and French communication is required.

As a Financial Planning Client Service Associate, you will support progress reviews, client contacts, and business building. The position requires solid client service, analytical problem solving, and knowledge of business operations and regulatory requirements. You will respond to inquiries, complete transactions, and assist planners and clients with account documentation.

Key Responsibilities:

- Support Financial Planners with progress reviews and client contacts
- Respond to client and planner inquiries with suitable solutions
- Complete account openings, transfers, forms, and transactional requests




- Identify net asset growth and revenue opportunities
- Analyze data, solve complex problems, and elevate issues

Requirements:

- University or college diploma, or minimum two years’ industry experience
- Bilingual English and French communication skills
- Advanced business, operations, and regulatory environment knowledge
- Highly developed client service and communication skills
- Meticulous attention to detail and strong analytical abilities

Apply your bilingual client service, financial planning support, and analytical skills with TD Wealth in Montréal.

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