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Added 1 month ago
P
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 3 months ago
Gestionnaire de comptes techniques, Cloud Technical Account Manager, Enterprise
Amazon
Montreal, QC
…établies - à bénéficier de la meilleure valeur et du meilleur service de la part d'AWS ? AWS Enterprise Support cherche un gestionnaire de comptes techniques (TAM) pour soutenir l'esprit…
Added 2 months ago
Associate, Commercial Insurance
Acera Insurance Services Ltd.
Penticton, BC
Contributes in regular meetings with team to ensure you are up to date on all pending client issues, changing needs, implementing service plans, and other issues.
Added 3 months ago
B
AI Solutions Developer (Full-time, 1 year contract with possibility for extension)
BrandActive
Toronto, ON
- Full-time
- Contract
…deploy AI-enabled tools that improve internal workflows and client delivery. The position will focus on technical implementation, prototyping, system integration, and application…
Added 3 months ago
WM
Associés aux ventes – temps plein - Laurier
Wow! Mobile Boutique
Quebec, QC
- Full-time
…de notre activité. Nous nous concentrons sur une expérience client personnalisée, en fournissant des solutions des principaux opérateurs de services sans fil au Canada, TELUS, Rogers,…
Added 1 month ago
MI
Senior Associate, Nexus, Investor Delivery - Private Equity
MUFG Investor Services
Halifax, NS
- Full-time
Be a main contact for daily client inquiries and deliverables within your team, striving to complete deliverables within Service level agreements, escalate any client or deliverable issues…
Added 1 month ago
MI
Senior Fund Accountant, Private Equity
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 clients. The role will include the below key tasks.
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
The Junior Associate Director will play a pivotal role in overseeing the delivery of fund administration services to private market clients, with a particular focus on private equity…
Added 1 month ago
MI
Senior Fund Accountant, Private Markets
MUFG Investor Services
Vancouver, BC
- $72,000 to $105,600 CAD / year
- Full-time
The Senior Associate will act as a key point of contact for clients, auditors, and internal teams, ensuring high-quality service delivery and adherence to deadlines.
Added 1 month ago
MI
Senior Fund Accountant - Private Markets
MUFG Investor Services
Toronto, ON
- $72,000 to $105,600 CAD / year
- Full-time
…solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay,…
Added 1 month ago
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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
As part of the deal team, you will have meaningful responsibility and direct exposure to senior bankers and client management teams. Your responsibilities will include:
Added 1 month ago
HI
Commercial Insurance Associate
HUB International
Castlegar, BC · Cranbrook, BC
- Full-time
As a Commercial Insurance Associate, you will apply your superior attention to detail and excellent client service skills while working closely with a team of Producers and Marketers on our…
Added 2 months ago
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Sales Associate
Richemont
Toronto, ON
- Full-time
Ensure that each client receives outstanding and exceptional customer service by providing a friendly environment which includes greeting and acknowledging every customer, maintaining…
Added 2 months ago
R
Sales Associate - Bloor
Richemont
Toronto, ON
- Full-time
Ensure that each client receives outstanding and exceptional customer service by providing a friendly environment which includes greeting and acknowledging every customer, maintaining…
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…
Added 5 months ago
ON
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Added 3 months ago
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Associate, Legal Knowledge Engineering
Litera
ON · Canada-Toronto, ON-Office
- Full-time
As our Associate, Legal Engineering, you'll play a key role in shaping how Litera's AI-powered products understand and analyze complex legal documents. You'll partner closely with product,…

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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