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Added 22 hours ago
NB
Banking Advisor
National Bank of Canada
Sturgeon Falls, ON
- Full-time
Give advice and offer transaction solutions for Personal Banking clients.
Added 22 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 22 hours ago
NB
VIVCI - CONSEILLER BANCAIRE
National Bank of Canada
Montreal, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 22 hours ago
NB
VIVCI - CONSEILLER BANCAIRE
National Bank of Canada
Montreal, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 22 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 22 hours ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 22 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 22 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 22 hours ago
NB
BANKING ADVISOR
National Bank of Canada
AB · Edmonton, AB
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 1 day ago
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BMO Capital Markets Summer 2027 Corporate Banking Analyst, Montreal
BMO
Montreal, QC · HO
- Full-time
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and…
Added 1 day ago
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BMO Capital Markets New Grad 2027 Corporate Banking Analyst, Montreal
BMO
Montreal, QC · DEMA
- Full-time
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and…
Added 1 day ago
SS
Accounting Assistant II
Surrey Schools (School District #36 Surrey)
Surrey, BC
- Full-time
Provides financial advisory and information processing services in relation to Special Purpose Funds, including facilitating the receipts, holding in trust and disbursement of funds.
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Victoriaville, QC
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 1 day ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
Give advice and offer transaction solutions for Personal Banking clients.
Added 1 day ago
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PIA Client Relationship Associate
TD
Concord, ON · Toronto, ON
- Full-time
Provide functional specialized business services, advisory and process/program support
Added 1 day ago
EI
Senior Manager - Financial Planning and Analysis
Enercare Inc.
Markham, ON
- Full-time
Enercare Inc. is one of Canada’s largest home and commercial services companies servicing over one million customers across Ontario, Manitoba, Saskatchewan, Alberta, British Columbia,…
Added 1 day ago
EI
Senior Manager, Financial Planning & Analysis
Enercare Inc.
Markham, ON
- Full-time
Minimum 6 to 8 years of progressive experience in FP&A, Corporate Finance, Strategic Finance, Transaction Advisory, or related fields.
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Val-d'Or, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 1 day ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 2 days ago
TS
Associate - Client Advisory Global Transaction Banking
TD Securities
Toronto, ON
- Full-time
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.…
Added 2 days ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 2 days ago
Private Tax - Québec City - Tax Manager
EY
Quebec, QC
As a Tax Manager, you will be a part of our Private Tax practice. You will be part of a team that are subject matter specialists who provide advice to private organizations and high net…
Added 2 days ago
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Associate - Client Advisory Global Transaction Banking
TD
Toronto, ON
- Full-time
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.…
Added 2 days ago
NB
Banking advisor
National Bank of Canada
Carleton, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…

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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