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Client Associate Jobs in Calgary, AB (NOW HIRING)

Td

FP Client Service Associate

Calgary, AB · Remote

CA$52K - CA$74K/yr

The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA activities ...

Gallagher

Client Solutions Associate

Calgary, AB · Hybrid

As the Client Solutions Associate, you will provide administrative and technical service support to a team of Client Solutions Managers. The successful candidate will demonstrate the ability to work ...

Td

PIA Client Service Associate

Calgary, AB · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...

The Consumer Goods Forum

Wealth Associate

Calgary, AB · On-site

CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by ... The Cartograph Group is looking for an experienced Wealth Associate that is passionate in ...

Alvarez and Marsal

Associate, Core Tax

Calgary, AB · Hybrid

CA$71K - CA$115K/yr

Description Associate, Core Tax Location Options: Toronto, Calgary, Hybrid About Alvarez & Marsal ... Manage assigned workstreams across multiple client engagements, prioritizing competing deadlines ...

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All JobsClient Associate JobsClient Associate Jobs in Calgary, AB

Client Associate information

See Calgary, AB salary details

$25.5K

$47.4K

$75K

How much do client associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for client associate in Calgary, AB is $47,365.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $55,500.00 per year, depending on experience, location, and employer.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Calgary, AB?

The most popular types of Client jobs in Calgary, AB are:

What job categories do people searching Client Associate jobs in Calgary, AB look for?

The top searched job categories for Client Associate jobs in Calgary, AB are:

What cities near Calgary, AB are hiring for Client Associate jobs?

Cities near Calgary, AB with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Calgary, AB as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 73% Physical, 5% Hybrid, and 22% Remote job distribution, with an average salary of $47,365 per year, or $22.8 per hour.

FP Client Service Associate

Td

Calgary, AB • Remote

CA$52K - CA$74K/yr

Full-time

Posted 11 days ago

Job description

Work Location:

Calgary, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52,700 - $74,400 CAD

TD 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.

As 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.

Job Description:

The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA activities: progress review, client contact and business building. The CSA aims to provide a legendary experience at every client interaction. The CSA has a significant impact on the net asset growth, revenue, LEI and efficiency of the Financial Planners' book of business.

In this role, you will provide a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing, client contacting and business building. Furthermore, you will:

  • Respond to client and FP inquiries providing options and solutions, while following policies and processes on time

  • Conduct transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems and could be categorized as moderate to high risk

  • Assist in the timely and accurate completion of new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients as well as advising them when required

  • Provide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clients

  • Gather and analyze data to identify and solve complex problems, escalate as required

  • Build a positive experience at every interaction and look for ways to continually improve sales and service

  • Participate fully as a member of the team, support a positive and service-oriented work environment

Job Requirements:

  • University / college diploma and/or minimum 2 years of industry experience

  • Completion of Conduct and Practices Handbook (CPH) course and Canadian Securities Course (CSC) is a strong asset

  • Advanced knowledge of business, operations and regulatory environment

  • Specialized expertise in performing diverse tasks that are highly complex, involving multiple steps, systems and jurisdictions

  • Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Who We Are:

TD 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.

Our Total Rewards Package
Our 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

Additional Information:
We'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.

Please 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.


Colleague Development

If 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.

If 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.

We'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.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'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.


Accommodation
Your 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.
We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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