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Added 3 mins ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
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…
Added 1 day ago
Manager, Mortgage Pricing Analytics
Scotiabank
Toronto, ON
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…
Added 1 day ago
B
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking…
Added 1 day ago
AM
Specialist, Marketing Technology (12-month contract)
AGF Management
Toronto, ON
- Full-time
Reporting to the Senior Manager, Marketing Technology, this role is responsible for executing and supporting digital marketing operations, campaign enablement, reporting and platform…
Added 1 day ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
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…
Added 1 day ago
SW
Portfolio Administrator
Scotia Wealth Management
Toronto, ON
- Full-time
Escalating issues to the Relationship Managers and or Governance & Operations Manager as appropriate
Added 1 day ago
C
Trade Settlement and Private Wealth Manager
CGI
Toronto, ON
- Full-time
Oversee day-to-day operations related to Mackenzie products, including Private Wealth and Trade Settlement activities, in accordance with established policies and procedures.
Added 1 day ago
B
Client Service Assistant, Private Wealth (Contract)
BMO
Toronto, ON
- Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 1 day ago
Manager Credit Risk, Automotive
Scotiabank
ON · Mississauga, ON
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…
Added 1 day ago
Senior Manager, GTB Financial Planning & Analysis - Finance
Scotiabank
Toronto, ON
…specific goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing…
Added 1 day ago
ScotiaHelps Advisor, Business Banking
Scotiabank
Toronto, ON · Ottawa, ON
Reporting and escalating any unusual occurrences or fraudulent activities evidenced through customer conversations and/or payment verification directly to the Team Lead, Manager or…
Added 1 day ago
Manager, Financial Planning & Analysis (GRM Finance)
Scotiabank
Toronto, ON
The Manager contributes to the overall success of the Global Risk Management (GRM) Finance team by ensuring that individual goals, plans, and initiatives are executed in support of the…
Added 1 day ago
R&
AML Operations Officer III
Robertson & Company Ltd.
Toronto, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 1 day ago
T
PIA Client Relationship Associate
TD
Concord, ON · Toronto, ON
- Full-time
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…
Added 1 day ago
Manager, Virtual Advice - Halifax, NS (Bilingual English/French)
Scotiabank
Halifax, NS
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…
Added 1 day ago
RJ
Compliance Associate
Raymond James
Vancouver, BC · Toronto, ON
- Full-time
Reporting to the Manager, RJLU Compliance, the Compliance Associate will support routine monitoring, administrative and documentation activities across the Institutional and Private Client…
Added 1 day ago
R&
Operations Officer II
Robertson & Company Ltd.
Mississauga, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 1 day ago
Portfolio Administrator
Scotiabank
Toronto, ON
Escalating issues to the Relationship Managers and or Governance & Operations Manager as appropriate
Added 1 day ago
T
Assistant Wealth Market Manager
TD
London, ON · Windsor, ON
- Full-time
In partnership with the Market Manager, the Assistant Wealth Market Manager supports daily business operations across Wealth Advisory Services, Private Trust, and Wealth Insurance Services.…
Added 1 day ago
Manager, Executive Compensation, Global Rewards
Scotiabank
Toronto, ON
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…
Added 1 day ago
R&
Vendor Manager IV
Robertson & Company Ltd.
Mississauga, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 1 day ago
QW
Head of Manager Research and Portfolio Manager
Q Wealth Partners
Toronto, ON
- Full-time
Q Wealth Asset Management is seeking a Head of Manager Research and Portfolio Manager to lead the firm’s manager research and approved-product functions. The successful candidate will also…
Added 2 days ago
Y
Head of Manager Research and Portfolio Manager
YouPotential
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Q Wealth Asset Management is seeking a Head of Manager Research and Portfolio Manager to lead the firm’s manager research and approved-product functions. The successful candidate will also…
Added 2 days ago
AM
Manager, Organizational Capability - People & Culture
AGF Management
Toronto, ON
- Full-time
Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets…
Added 2 days ago
Manager, Strategic Insights
Scotiabank
Toronto, ON
The Manager, Strategic Insights, under the direction of their Senior Manager, is responsible for providing strategic, design and analytical support for the effective operation of Risk &…

PIA Client Relationship Associate

Concord, ON, Canada
Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 28, 2026
Experience: 2+ years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 23, 2026

Original job description

Work Location:

Concord, Ontario, 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:

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.

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.

Accountabilities:

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)

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

Provide business and relationship management support to Investment Advisors to help deliver exceptional service to high-value clients. Assist in building customized financial solutions and participate in the wealth planning process to improve client retention.

Requirements

Requires an undergraduate degree or community college diploma and 2+ years of relevant experience in banking or administration. Candidates must be licensed as a Registered Representative with the Canadian Investment Regulatory Organization.

Skills

Relationship management
Financial planning
Investment products
Customer service
Wealth management
Attention to detail
Communication skills
Risk management
Process support
Business services
Client retention
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
Client Relationship
Financial Planning
CIRO
Registered Representative
Banking
Investment Portfolio
Customer Experience
Risk Management
PFP
CFP
Business Services
Client Retention
Financial Institutions

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