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Added 8 mins ago
Finance Transformation Manager, Enterprise Performance Management (EPM) (Bilingual FR/EN)
Pwc Canada
Calgary, AB · Montreal, QC · Ottawa, ON
Full-time
As a Finance Transformation Manager, Enterprise Performance Management, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client…
Added 53 mins ago
Marketing Journey Developer
BMO
Toronto, ON · YNG
Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 53 mins ago
Investment Specialist
BMO
Edmonton, AB
Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 53 mins ago
Financial Planner
BMO
Burlington, ON
Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 hour ago
Manager, Fund Events
Manulife
Toronto, ON · Montreal, QC
Full-time
Manulife's Fund Events team is seeking a dynamic Manager to support the GWAM Canada business. In this role, you will provide expert operational support to help ensure the successful…
Added 1 hour ago
Finance Manager- Audit & Special Reports- Full-Time
YMCA of Three Rivers
Cambridge, ON
$110,000 to $120,000 CAD / year
Full-time
Cambridge – Manager of Finance, Audit & Special Reports
Added 1 hour ago
Health & Safety Coordinator (Bilingual – French & English)
WGI Group
Saint-Clet, QC
Full-time
Armtec Inc., the leading manufacturer of water management and drainage solutions in Canada, is an integral part of the landscape that surrounds us. Our products serve as the foundation for…
Added 1 hour ago
Manager, Customer Analytics
BMO
Toronto, ON · BMOPLACE
Full-time
Experience in risk management, audit, compliance, governance and/or project management is preferred.
Added 1 hour ago
Senior Manager, Event Attraction
Explore Edmonton Corporation
Edmonton, AB
Explore Edmonton connects experiences, events, venues, and stories to elevate Edmonton on the national and global stage while creating memories that matter for visitors and residents.
Added 2 hours ago
Project Engineer/Coordinator - PL#27075
Peter Lucas
Kamloops, BC
Full-time
Peter Lucas Project Management invests in people, and community to provide gold standard project delivery. We are currently looking for a Project Coordinator to join our team.
Added 2 hours ago
Project Engineer/Coordinator - PL#27075
Peter Lucas Project Management Inc.
Kelowna, BC
Full-time
Peter Lucas Project Management invests in people, and community to provide gold standard project delivery. We are currently looking for a Project Coordinator to join our team.
Added 2 hours ago
Project Engineer/Coordinator - PL#27075
Peter Lucas Project Management Inc.
Kamloops, BC
Full-time
Peter Lucas Project Management invests in people, and community to provide gold standard project delivery. We are currently looking for a Project Coordinator to join our team.
Added 3 hours ago
Merchandiser
Bunge
Montreal, QC
Develops and manages the commodity’s business plan including volume handled, sales strategy, volume to market and transportation position management objectives.
Added 4 hours ago
Power Market Sector Lead, Canada
HDR
Saskatoon, SK
Full-time
…how electricity is generated, transmitted and delivered as global energy demands grow. From massive data centers to modernizing transmission systems, our industry-recognized engineers and…
Added 6 hours ago
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 13 hours ago
Customer Experience Associate- Campbell River- Future Opportunities
TD
Campbell River, BC
Part-time
Escalate non-standard or high-risk transactions / activities as necessary
Added 13 hours ago
Senior Technical Program Manager
Warner Bros. Discovery
Ottawa, ON
Full-time
Proven ability to own roadmaps, manage dependencies, and drive cross-functional execution, with skilled release planning, risk management, and status reporting up and down the org
Added 15 hours ago
Senior Project Manager
AgileGrid Solutions
Canada
Full-time
Sacré-Davey Engineering is a distinguished, privately owned multidisciplinary engineering and project management firm dedicated to serving the mining, energy, and industrial sectors. With a…
Added 15 hours ago
PIA Client Service Associate
TD
Montreal, QC
Full-time
Adhere to all policies and procedures and maintain a culture and operation of risk management
Added 16 hours ago
Senior Business Affairs Manager - Contract Manager (Remote)
Geotab
Canada
Geotab ® is a global leader in IoT and connected transportation and certified “Great Place to Work™.” We are a company of diverse and talented individuals who work together to help…
Added 17 hours ago
Health & Safety Support Manager
Flogas Britain
Field, BC
Full-time
As a Health and Safety Support Manager you shall support the Head of Occupational Health & Safety in the development and implementation of the Flogas Britain to deliver effective HSE…
Added 17 hours ago
Senior Information Security Analyst - IAM/CyberArk Administrator
TD
Toronto, ON
Full-time
TD Information Security covers the development and management of security strategies, policies and programs to assess, prioritize, and mitigate business risk with technology controls.
Added 17 hours ago
Associate Director, Commercial Banking (Corporate Finance Group)
BMO
Toronto, ON · FCP
The Associate Director plays a critical role in supporting the growth and risk‑management objectives of the portfolio. This role requires a combination of advanced financial analysis,…
Added 17 hours ago
Associate Director, Strategic Initiatives, Wealth Planning
BMO
Toronto, ON · FCP
Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 17 hours ago
Director, Wealth Growth & Analytics
BMO
Toronto, ON · FCP
Full-time
Ensure insights are embedded into strategic planning, decision-making, client engagement strategies, and performance management processes.

PIA Client Service Associate

London, ON, Canada

Job type: Full-time
Apply by: Oct 5, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Sep 24, 2026

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Original job description

Work Location:

London, 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 preparing documentation and client reports. Deliver high-quality client service by managing inquiries and identifying referral opportunities while adhering to compliance and risk management policies.

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 an Investment Representative (IR) license with the Canadian Investment Regulatory Organization (CIRO).

Skills

Administrative support
Client service
Investment knowledge
Documentation preparation
Relationship building
Communication skills
Risk management
Attention to detail
Compliance adherence
Marketing support
Referral management
Financial services

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 Representative
CIRO
Banking
Administrative Support
Client Experience
Compliance
Investment Products
Financial Institutions
Risk Management
Marketing Materials
Referral Coding
Account Documentation
Full-service Brokerage
Portfolio Management

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