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Added 23 mins ago
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Cybersecurity Solution Architect
Integrity360
Calgary, AB
- Full-time
We recognise the benefits of flexibility, and hybrid working arrangements may be considered over time. However, candidates should join with the expectation that regular office presence is…
Added 23 mins ago
Talent Acquisition Advisor - University
Kiewit
Burnaby, BC
As a Talent Acquisition Advisor on the University Team, you are responsible for the implementation of the organization’s recruiting strategy through the sourcing and attraction of intern…
Added 27 mins ago
IF
Senior Advisor, Occupancy Planning and Lease Management
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…business while helping shape the future of work? As a Senior Advisor, Occupancy Planning and Lease Management, you will play a key role in developing and implementing the corporate real…
Added 42 mins ago
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Associate
RBC
Winnipeg, MB
- Full-time
Manage daily trading operations, including the accurate and timely execution of trades as directed by the Advisor.
Added 42 mins ago
Solutions Architect - Enterprise Content Management (ECM)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Act as a trusted advisor for ECM and Business Automation technologies.
Added 57 mins ago
UO
Advisor, Communication Operations
University of British Columbia
Vancouver, BC · UBCV | UBC Bookstore / NCE (BOOK)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
The Advisor, Communications Operations, is expected to make decisions with limited consultation. Decisions about policy and resource implementation can have a direct impact on the security…
Added 57 mins ago
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Wealth Planning Specialist
TD
Toronto, ON
- Full-time
…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,…
Added 57 mins ago
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Associate Financial Advisor (Mandarin/ Cantonese)
CIBC
Toronto, ON
- Full-time
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.
Added 1 hour ago
Sales Representative - Facility Services
Cintas
Kingston, ON
Monthly, Quarterly, & Annual Recognition: Regular recognition, including Summit Events, President’s Club and other awards for your contributions and achievements.
Added 1 hour ago
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ScotiaMcLeod Administrative Associate
Scotia Wealth Management
Vancouver, BC
- Full-time
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 1 hour ago
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Banking Advisor Intern
RBC
Ohsweken, ON · ON
- Full-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 hour ago
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Financial Advisor
RBC
Vancouver, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 hour ago
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TD Insurance, Claims Advisor III, Condominium and Liability
TD
Montreal, QC
- Full-time
…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,…
Added 1 hour ago
MU
Access Services Advisor
McGill University
Sherbrooke, QC
- Full-time
Under the supervision of the Associate Director, Advising and Learning Supports, the Access Services Advisor serves as a primary point of contact for students with disabilities experiencing…
Added 1 hour ago
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Associate Financial Advisor
CIBC
Oliver, BC
- Full-time
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.
Added 1 hour ago
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HR Advisor
Frontier Power Products
New Westminster, BC · Surrey, BC
- Full-time
As HR Advisor, you will provide comprehensive human resources support and guidance across a broad range of functions, including employee relations, manager coaching, recruitment and…
Added 1 hour ago
CC
Sales Representative - Uniform
Cintas Canada
Ottawa, ON
- Full-time
Monthly, Quarterly, & Annual Recognition: Regular recognition, including Summit Events, President’s Club and other awards for your contributions and achievements.
Added 1 hour ago
CC
Sales Representative - Facility Services
Cintas Canada
Kingston, ON
- Full-time
Monthly, Quarterly, & Annual Recognition: Regular recognition, including Summit Events, President’s Club and other awards for your contributions and achievements.
Added 1 hour ago
IF
Bilingual Associate, Sales and Customer Service
Intact FC
Montreal, QC
- Full-time
…be a good fit! As a Bilingual Associate, Sales and Customer Service, you’ll become a trusted advisor in helping Canadians protect the things they care…
Added 2 hours ago
Senior Investment Analyst, Global Private Debt | Great West
The Canada Life Assurance Company
Winnipeg, MB · Toronto, ON
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 2 hours ago
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Senior Manager, M&A Diligence and Execution, Technology
Deloitte
Toronto, ON
- Full-time
…carve outs, integrations, and separations, serving as a trusted advisor to private equity and corporate development leaders while framing deal hypotheses aligned to the investment thesis,…
Added 2 hours ago
RB
Banking Advisor Intern
Royal Bank of Canada
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 2 hours ago
RB
Banking Advisor
Royal Bank of Canada
Port Hawkesbury, NS
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 2 hours ago
RB
Client Advisor
Royal Bank of Canada
Saskatoon, SK
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 2 hours ago
RB
Banking Advisor - Brampton
Royal Bank of Canada
ON · BRAMPTON, Ontario
- Full-time
As an RBC Banking Advisor you are a highly engaging, client focused individual with advance discovery and problem resolution skills, who attracts, nurtures and grows relationships with…

PIA Client Relationship Associate

Surrey, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 11, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 19, 2026

Original job description

Work Location:

Surrey, British Columbia, 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:

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 as well as planning support 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, IA Bank branches and other Bank referral sources

Demonstrate financial planning expertise to support IA and produce high quality plans that exceed client expectations and improve client retention and loyalty

Participate in client meetings and the wealth planning process; organize client seminars/events

Match clients to their products and services in a professional, consistent and expedient manner

Maintain a culture of risk management; adhere to internal policies and procedures and protect the interests of the Bank by monitoring and raising transaction activity 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

Desirable: Personal Financial Planner (PFP) or Certified Financial Planner (CFP)

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 Client Relationship Associate provides business and relationship management support to Investment Advisors to deliver exceptional service to high-value clients. They also assist in building customized financial solutions, participate in client meetings, and ensure adherence to internal risk management policies.

Requirements

Candidates should have an undergraduate degree or community college diploma and 1–2 years of relevant experience in banking or administrative roles. Successful applicants must be licensed as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO).

Skills

Relationship management
Financial planning
Investment products
Customer service
Risk management
Communication skills
Wealth management
Business services
Process support
Client retention
Transaction monitoring
Service quality
Productivity monitoring
Team collaboration

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
Financial planning
PFP
CFP
Banking
Client relationship
Risk management
Portfolio
Investment products
Customer experience
Business services
Compliance
Wealth planning
Client retention
Transaction monitoring
Service quality
Continuous improvement

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