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Added 3 months ago
HI
Auto Retention Associate
HUB International
Abbotsford, BC
- Full-time
As the Auto Retention Associate working in one of our innovative Connect Centers, you are responsible for advising new and existing clients over the phone on how to best protect their…
Added 2 months ago
Senior Manager, Insurance Sales Support - Central
Scotiabank
Toronto, ON
…Associates (ISAs), Senior Insurance Sales Associates (SISAs), and Associate Insurance Servicing Advisors (AISAs). The role ensures a high level of sales and service support is delivered to…
Added 2 months ago
P
Finance Transformation, Enterprise Performance Management, Senior Associate
PwC
Toronto, ON · Ottawa, ON · Calgary, AB
- Full-time
As a Senior Associate in Finance Transformation – EPM, you will play a key role in technology‑enabled finance transformations, with a focus on Enterprise Performance Management, advanced…
Added 2 months ago
ScotiaMcLeod Senior Associate
Scotiabank
White Rock, BC
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 3 months ago
B
Associate/Senior Associate (Listed Infrastructure)
BCI
Victoria, BC · CA Victoria
- Full-time
The Associate/Senior Associate is a member of the team's investment group and contributes to the sourcing, evaluation, execution, and monitoring of infrastructure investments, with a focus…
Added 2 months ago
ScotiaMcLeod Administrative Associate - Vancouver
Scotiabank
Vancouver, British Columbia
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 4 months ago
OC
Pensions Associate/Associate Director
Osborne Clarke
Newmarket, Ontario · Bristol-London, ON
- Full-time
…one, you'll be handling high-profile matters, building real client relationships and developing your business development skills across the full spectrum of pensions law - contentious and…
Added 3 months ago
CG
Associate Investment Advisor
Canaccord Genuity Group Inc.
Oakville, ON
- Full-time
Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate Investment Advisor to join the MacInnes Group in our Oakville office. Led by William MacInnes, Senior…
Added 3 months ago
CG
Associate, Financial Planning
Canaccord Genuity Group Inc.
Oakville, ON
- Full-time
Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate, Financial Planning to join the MacInnes Group in our Oakville office. Led by William MacInnes, Senior…
Added 4 months ago
UL
Associate Lawyer - Banking & Financial Services
Urban Legal Recruitment Inc.
Calgary, Alberta
- Full-time
Currently, our client is seeking a talented mid to senior level Banking & Financial Services Associate to join their dynamic Financial Services team in their Calgary office.
Added 2 months ago
ScotiaMcLeod Investment Associate - Waterloo
Scotiabank
Ontario · Waterloo, ON
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 month ago
MP
US Senior Tax Associate
Moodys Private Client
Calgary, AB
- Full-time
Moodys Private Client Accounting is part of Moodys Private Client and is home to a team of Canadian Chartered Professional Accountants and US Certified Public Accountants. Moodys Private…
Added 3 months ago
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Private Wealth Tax, Senior Associate (Bilingual FR/EN)
PwC
Quebec, QC
- Full-time
As a Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities…
Added 1 month ago
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Capital Markets and Accounting Advisory Services, Senior Associate (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
…transactions and other transformational events. You’ll tackle client’s needs with a solution-oriented approach that creatively addresses complex financial reporting problems for high…
Added 1 month ago
PC
Transfer Pricing, Customs and International Trade, Senior Associate
PwC Canada
Calgary, AB
- Full-time
As a Transfer Pricing, Customs and International Trade Senior Associate, you’ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to…
Added 1 month ago
MI
Senior Associate, Nexus, Investor Delivery - Private Equity
MUFG Investor Services
Halifax, NS
- Full-time
Reporting to the Associate Director, Investor Operations, a list of your responsibilities will include:
Added 1 month ago
MI
Senior Fund Accountant, Private Equity
MUFG Investor Services
Toronto, ON
- $72,000 to $105,600 CAD / year
- Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 1 month ago
MI
Senior Fund Accountant, Private Debt
MUFG Investor Services
Toronto, ON
- $72,000 to $105,600 CAD / year
- Full-time
The Senior Associate will support the day-to-day administration and financial reporting service requirements for our Private Equity and Private Debt clients. The role will include the below…
Added 1 month ago
MI
Supervisor, Fund Accounting, Private Markets
MUFG Investor Services
Toronto, ON
- $82,500 to $121,000 CAD / year
- Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 1 month ago
MI
Senior Fund Accountant, Private Markets
MUFG Investor Services
Vancouver, BC
- $72,000 to $105,600 CAD / year
- Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 1 month ago
MI
Senior Fund Accountant - Private Markets
MUFG Investor Services
Toronto, ON
- $72,000 to $105,600 CAD / year
- Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 1 month ago
B
Wealth Planning Consultant, Private Wealth
BMO
Waterloo, ON · MARS
- Full-time
…focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth…
Added 1 month ago
K
Associate, Corporate Finance
KPMG
Calgary, AB · Edmonton, AB · Winnipeg, MB
- Full-time
…financial advisory and investment banking services to both private and public…
Added 1 month ago
T
Client Service Associate
TD
Richmond, BC
- Full-time
…value clients? 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…
Added 1 month ago
T
IA Client Service Associate *Mandarin Language skills required*
TD
Vancouver, BC
- Full-time
…value clients? 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…

Client Service Associate

Richmond, BC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Sep 8, 2026

Original job description

Work Location:

Richmond, British Columbia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$43,300 - $56,700 CADThis role is eligible for commission based earnings.

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:

Department Overview

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.

Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? 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 diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

In addition, you will:

Prepare documentation and provide updates to IAs in preparation for client meetings

Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities

Accept/create leads and ensure correct referral coding administration

Submit marketing pieces for approval, compile client information packages, maintain marketing materials

Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials

Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage

Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion

Adhere to all policies and procedures and maintain a culture and operation of risk management

Use insights to continually improve individual and team performance for clients

Participate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities

Job Requirements

Undergraduate degree or community college diploma preferred

Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)

1–2 years of relevant experience, ideally in banking, administrative roles, or related fields

Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently

Knowledge of wealth management and/or operations is an asset

Knowledge of investment products is an asset

Bilingual proficiency (English & French) Quebec Only

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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More about this job

Responsibilities

Provide specialized administrative support to Investment Advisors and maintain high-quality service for high-value clients. Responsibilities include preparing documentation, managing client reports, and ensuring compliance with all internal policies and procedures.

Requirements

Candidates should have an undergraduate degree or community college diploma and 1–2 years of relevant experience in banking or administration. Successful applicants must obtain an Investment Representative license with the Canadian Investment Regulatory Organization.

Skills

Administrative support
Client service
Investment knowledge
Communication skills
Relationship building
Attention to detail
Risk management
Documentation
Marketing support
Compliance
Reporting
Referral management

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment Advisor
Private Wealth Management
CIRO
Investment Representative
Banking
Administrative support
Client experience
Compliance
Marketing materials
Risk management
Financial services
Investment products
Referral coding
Account documentation

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