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Added 54 mins ago
Recruiter V
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 hour ago
Senior Wealth Operations Officer
TD
Toronto, ON
Full-time
The Corporate Actions Department's primary responsibilities are to ensure that all mandatory and voluntary corporate action events by: corporations, crown, federal, provincial, municipal…
Added 16 hours ago
Manager, Data Analytics - MIS - Finance
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 17 hours ago
Private Wealth Administrative Assistant, Winter 2027 (Co-op/Internship) - 4 months
BMO
Waterloo, ON · MARS
Full-time
Provides a variety of general office support services and clerical tasks to support to one or more business groups and facilitate group operations. Collaborates with internal and external…
Added 18 hours ago
Manager, TRIAD and Risk Operations
Scotiabank
Toronto, ON
The main function of a Manager Triad and Risk Operations is to perform analysis, design, implementation, modification, and daily management of applications which support the Retail Risk…
Added 18 hours ago
Project Manager
Robertson & Company Ltd.
Aurora, 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 19 hours ago
PIA Client Service Associate
TD
Orangeville, 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 19 hours ago
Associate, PWM Business Controls - Policy, Oversight & Procedures
TD
Toronto, ON
Full-time
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Added 19 hours ago
PIA Client Service Associate
TD
London, 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 19 hours ago
Senior Manager, Loyalty Partnerships (Toronto, ON)
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 19 hours ago
Assistant Vice President Shelf Management Solutions & Accounts
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
Other
Responsible for the strategy, end-to-end delivery, and oversight of all investment solutions and account types on Mackenzie's platform (including Systematic programs, Mackenzie Automatic…
Added 19 hours ago
Manager, Business Controls
Scotiabank
Toronto, ON
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Added 19 hours ago
Technical Business Analyst, Strategy & Operations
Scotiabank
Toronto, ON
The Technical Business Analyst, Strategy and Operations role will support the Enterprise Data & AI Technology organization, a key strategic initiative for Scotiabank. With enterprise-wide…
Added 19 hours ago
Manager, Business Enablement
Scotiabank
Toronto, ON
Supports the Senior Manager, Business Enablement and Private Banking COO team in advancing the overall value proposition across the business, by contributing to the alignment, coordination,…
Added 20 hours ago
Manager, Global Event
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 20 hours ago
Administration Assistant, Wealth Management, (contract) Nesbitt Burns
BMO
Montreal, QC · MCGC
Full-time
…1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial…
Added 21 hours ago
BA II (Data Services Analyst)
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 22 hours ago
Regional Compliance Officer - NBSL
BMO
Toronto, ON · FCP
Full-time
BMO Private Wealth is part of BMO Financial Group, one of North America’s leading financial institutions. The business operates within a well-established wealth management platform,…
Added 22 hours ago
Manager, Collections Technology Projects (9-month contract)
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 23 hours ago
Manager, Privately Managed Portfolios
TD
Toronto, ON
Full-time
The Manager, Privately Managed Portfolios supports TD Wealth Private Investment Advice’s TD Privately Managed Program (PMP). The program has more than $120 billion in assets managed on a…
Added 23 hours ago
Manager, Portfolio Management Corporate Banking International Banking GBM (English/Spanish)- Toronto
Scotiabank
Toronto, ON
Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet…
Added 23 hours ago
Manager, Revenue Optimization - Credit Risk Strategy and Business Optimization
Scotiabank
Toronto, ON
Reporting to the Senior Manager, Revenue Optimization, the Manager supports Profitability Optimization and Loan Portfolio Management within Canadian Commercial Banking through analysis of…
Added 1 day ago
Private Wealth Administrative Assistant - Peterborough, Winter 2027 (Co-op/Internship) - 4 months
BMO
Peterborough, ON · PET
Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 1 day ago
Branch Manager - Provincial Opportunity, Newfoundland 1
Scotiabank
St. John's, NL
…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
Finance Analyst 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,…

PIA Client Service Associate

Markham, ON, Canada

Job type: Full-time
Apply by: Oct 10, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Sep 23, 2026

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Original job description

Work Location:

Markham, 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 (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

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, including documentation preparation and client account analysis. Deliver high-quality client service by responding to inquiries and identifying referral opportunities while adhering to compliance and risk management policies.

Requirements

Candidates should possess an undergraduate degree or community college diploma and must be licensed as an Investment Representative (IR) with the CIRO. 1–2 years of relevant experience in banking or administrative roles is required, along with strong communication and relationship-building skills.

Skills

Administrative support
Client service
Investment product knowledge
Documentation preparation
Relationship management
Compliance adherence
Communication skills
Wealth management
Risk management
Marketing support
Data analysis
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
CIRO
Investment Representative
Brokerage
Administrative Support
Client Experience
Compliance
Risk Management
Financial Services
Banking
Marketing Materials
Account Documentation
Referral Coding
Portfolio Management

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