{"id":2258979,"url":"https://alion.io/job/td-bank-group-fp-client-service-associate-3","title":"FP Client Service Associate","company":{"id":3167,"name":"TD Bank Group","domain":"td.com","url":"https://alion.io/company/td-bank","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":695,"ghost_share":0.004,"stale_share":0.155,"repost_share":0.035,"time_to_fill_p50_days":13,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada","Calgary, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":32000,"max_usd":54000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":89},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-08T00:00:00Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-10-30T08:02:13Z","board_verified":true,"closed_at":null,"days_open":22,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":22},"description":"Work Location:\nToronto, Ontario, CanadaHours:\n37.5Line of Business:\nTD WealthPay Details:\n$52,700 - $74,400 CADTD 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.\nAs 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.\nJob Description:\nKEY ACCOUNTABILITIES\nCUSTOMER\nRespond to FP/client inquiries promptly and accurately; proactively providing options and solutions including timely follow-up\nCreate a positive FP, client and business partner experience at every interaction and look for ways to contribute to the ongoing improvement of the overall FPS&S and client experience\nSubmit, and follow up on new account, transfer and other documents to ensure completion, advising the Financial Planner or client as required\nInvestigate, resolve, and follow up on Financial Planner and client issues, providing viable solutions or options\nProvide documents/information that effectively supports the needs of the Financial Planner, detailing FP action as appropriate \nProactively notify FPs of ongoing updates, Daily News Postings, policy changes, etc. that may affect their practice or daily routines\nContribute to the timely and accurate completion of new account openings, account transfers, cash transfers, iForms, and other administrative and transactional requests\nDevelop and foster strong productive relationships with the Financial Planners, their clients and our operations team\nAssist Financial Planners in daily business activities efficiently and effectively to ensure a legendary client experience while adhering to policies and procedures\nBe the number one resource for the Financial Planner\nEfficiently manage FP expectations through strong verbal and written communication skills\nTake ownership of all transactions, ensuring account maintenance, operations and escalations are processed in a timely and satisfactory matter\nAssist clients with inquiries and requests and proactively contact clients for appointment booking, seasonal opportunities and statement reviews acting as an extension of the Financial Planner's business\nProvide the Financial Planners with sales support by identifying net asset growth and revenue opportunities and reaching out to prospective clients\nSHAREHOLDER\nAct as a brand champion for FPSS and bank, both internally and externally\nBe knowledgeable of practices, policies and procedures, complying with TDGB & IIROC codes of conduct and securities laws and regulations\nPrioritize and manage workflow to ensure quality, efficiency and timeliness\nMaintain a culture of risk management and control, identifying risks and escalating matters when appropriate\nSupervise day-to-day operations / activities, balance workloads, ensure compliance to internal / external requirements and the achievement of service level standards and productivity targets\nResolve escalated matters and refer complex issues / situations beyond own level of expertise\nEnsure adherence to operating standards and processes - perform quality checks and validation of work\nReview and/or update procedures ensuring all functions and systems are well documented\nMonitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists\nIdentify operational issues and recommend improvements, may provide support during implementation of new process changes\nApply knowledge of systems, programs and services, and external requirements, in achieving efficiency and productivity objectives for the group\nEnsure that employees are aware of the impact of their work on the activities of others outside of their function/unit\nEMPLOYEE / TEAM\nParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest\nSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit\nPromote a positive work environment and culture of innovation, teamwork, diversity and performance\nSupport the team by continuously enhancing knowledge/expertise and proactively identifying opportunities for improvement within the department, participating in department initiatives and projects\nActively participate in personal development activities and initiatives\nProactively offer support and coverage for the team and the RTA (Relationship Team Approach)\nParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest\nParticipate in personal performance management and development activities, including cross training within own team\nKeep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities\nContribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.\nContribute to a fair, positive and equitable environment that supports a diverse workforce\nBREADTH & DEPTH\nRequires specialized expertise and performs multiple and/or diverse tasks that are highly complex, involving multiple steps, systems, and jurisdictions\nTransactions and activities require expert knowledge across a broad range or variety of products, processes or systems within own area of specialty and where transactions could be characterized by moderate to high risk\nGather and analyse data to identify and solve complex problems, escalates as required\nUse sound judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines.\nGenerally interacts with internal customers / partners for functions performed and/or external customers\nMay provide process / policy guidance to others (e.g. within team, internal partners)\nFocus of work is weekly, monthly and/or longer with addition of ad-hoc and initiative-based requests, as required\nProcess subject matter expert in a range of technical processes and procedures through job related training and considerable on the job experience to perform a range of work assignments\nRequires advanced knowledge of the business unit / operational functions as well as regulatory issues/ requirements for jurisdictions supported\nMay involve cross-functional teams across TD and/or involving external contacts\nGenerally reports to a Manager Financial Planning Support\nEXPERIENCE & EDUCATION\nUniversity/College Diploma and/or minimum 2 years of industry experience\nCanadian Securities Course (CSC) required\nComplete Conduct & Practices Handbook (CPH) within first 90 days in role\nComplete Wealth Management Essentials (WME) within 18 months in role\nWho We Are:\nTD 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.\nOur Total Rewards Package\nOur 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\nAdditional Information:\nWe’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.\nPlease 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.\nColleague Development\nIf 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.\nIf 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.\nWe'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.\nTraining & Onboarding\nWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.\nInterview Process\nWe’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.\n Accommodation\nYour 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.\nWe look forward to hearing from you!\nLanguage Requirement (Quebec only):\nSans Objet","description_format":"text","description_chars":10732,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Growth opportunities","Mentoring programs"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Investment Banking & M&A Advisory","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-11T04:32:55Z"}],"visa":[],"liveness":{"score":30,"band":"fade","label":"Fading","p_open":1,"p_active":0.662,"p_room":0.45,"age_days":22,"expected_fill_days":13,"reasons":["conf:4","velocity","win:tail","comp:junior,brand"],"computed_at":"2026-10-30T05:48:23Z"},"pay":null,"html_url":"https://alion.io/job/td-bank-group-fp-client-service-associate-3","json_url":"https://alion.io/job/td-bank-group-fp-client-service-associate-3.json","meta":{"generated_at":"2026-10-30T09:22:54Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":13503,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-31T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3167},"rest":"https://alion.io/mcp/rest/get_company?id=3167"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftd-bank-group-fp-client-service-associate-3"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftd-bank-group-fp-client-service-associate-3"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftd-bank-group-fp-client-service-associate-3"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/td-bank-group-fp-client-service-associate-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftd-bank-group-fp-client-service-associate-3"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2258979}},{"tool":"search_jobs","arguments":{"company":"td.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2258979},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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