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Added 4 hours ago
T
Customer Experience Associate
TD
Montreal, QC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 hours ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
…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…
Added 4 hours ago
T
Personal Banking Associate- Laval Centre-Ville (Full-time, 37.5h/week)
TD
Laval, QC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 4 hours ago
T
TD Agriculture Networking Event
TD
Barrie, ON · Brantford, ON · Guelph, ON · Ottawa, ON · Stratford, ON · Strathroy, ON
- Full-time
…exclusive talent mixer, promoting our 2027 Intern/Co-op and 2027 Associate opportunities. Participants will have an opportunity to hear from TD executives and network with business…
Added 4 hours ago
T
Customer Experience Associate
TD
Ottawa, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 hours ago
T
Personal Banking Associate Trainee
TD
AB · Leduc, AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 4 hours ago
T
Customer Experience Associate- Future Opportunities Penticton, BC
TD
Penticton, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 hours ago
T
Data Platform Engineering Manager
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 4 hours ago
T
Personal banking associate (Full time)- Val D'Or
TD
Val-d'Or, QC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 4 hours ago
T
Customer Experience Associate - Mandarin Language Skills an Asset
TD
Abbotsford, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 hours ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 hours ago
T
Personal Banking Associate
TD
Portage la Prairie, MB
- Part-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 4 hours ago
T
Personal Banking Associate Trainee
TD
Okotoks, AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 4 hours ago
T
PIA Client Service Associate
TD
Regina, SK
- Full-time
…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…
Added 4 hours ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 hours ago
T
Customer Experience Associate - Campbell River
TD
Campbell River, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 hours ago
T
Personal Banking Associate Trainee - Repentigny
TD
Repentigny, QC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 4 hours ago
T
Customer Experience Associate - Korean and/or Mandarin Language Skills an Asset
TD
North Vancouver, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 hours ago
C
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
St. John's, NL
- Full-time
…investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new…
Added 5 hours ago
C
Associate Financial Advisor - Rouyn-Noranda
CIBC
Rouyn-Noranda, QC · Principale & Perreault
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 5 hours ago
C
Financial Associate CIBC Wood Gundy
CIBC
Toronto, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 6 hours ago
F
Mail Processing Associate II
FIS
Canada
- Full-time
As a Mail Processing Associate II, you will play a critical role in supporting the daily management of physical and electronic securities correspondence, mail distribution, document…
Added 7 hours ago
TM
Bilingual Contract Funding Specialist
Toyota Motor Corporation
Toyota Credit Canada Inc - Head Office
- Full-time
2+ years' experience in banking, finance, legal or the auto industry is preferred
Added 8 hours ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Winnipeg, MB
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 9 hours ago
B
Personal Banking Associate
BMO
Granby, QC
- Full-time
Basic knowledge of specialized sales and business banking solutions to refer to specialists.

PIA Client Relationship Associate

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 17, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 1, 2026

Original job description

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$45,000 - $59,000 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:

Preferred Candidate Identified

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, 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.

Job Description:

Are you admired for your attention to detail, exacting standards and willingness to help others deliver an outstanding customer experience to our high value clients? If so, then apply for the position of PIA Client Relationship Associate today. In this role, you will provide business and relationship management to Investment Advisors (IAs) to enable them to deliver exceptional customer service to our clients.

In addition, you will:

Provide functional specialized business services, advisory and process/program support
Assist IA in building integrated and customized solutions based on clients' unusual needs
Build relationships with existing clients
Provide consistent and accurate administrative support to IA(s)
Prepare all documentation and provide updates to IA(s) in preparation for client meetings
Client service which includes sound operational execution based on knowledge of full service brokerage
Sales support by identifying sales opportunities/reciprocal referrals and assist IA(s) in preparation for client meetings
Provide market quotes and track Dividends, RSPs, RIFs
Create reports for analysis of client accounts
Understand TDW PIA Product offerings and unique investment instructions
Direct support staff in the professional and personable delivery of client service
Solve moderately complex problems, exercise judgment and work within broad guidelines to independently perform tasks from end to end, acting as a point of escalation as required.
Monitor service quality and productivity; implement continuous improvement
Keep current on emerging trends and keep others informed and up to date on work status, progress
Participate fully as a team member, support a positive professional team environment

Job Requirements:

Undergraduate degree or community college diploma preferred
Successful candidates will be required to be licensed as a Registered Representative (RR) 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

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

The role involves providing business and relationship management support to Investment Advisors to ensure exceptional service for high-value clients. Responsibilities include preparing documentation, managing client accounts, identifying sales opportunities, and executing operational tasks.

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 licensure as a Registered Representative with the Canadian Investment Regulatory Organization.

Skills

Investment advisory support
Administrative support
Operational execution
Sales support
Market analysis
Documentation preparation
Problem solving
Communication skills
Wealth management
Investment products
Regulatory compliance
Attention to detail
Customer service

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
CIRO
Registered Representative
Banking
Client Service
Portfolio
Dividends
RSP
RIF
Brokerage
Relationship Management
Financial Services
Operational Support
Sales Support
Regulatory Compliance

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