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Added 1 hour ago
Investment Banking Associate, Mergers & Acquisitions
TD Securities
Toronto, ON
Full-time
As an Investment Banking Associate in the Mergers and Acquisitions team based in Toronto, you'll be exposed to a wide variety of clients across various industry sectors that will provide…
Added 2 hours ago
Customer Experience Associate - Saint-Romuald, Levis, Quebec - 26.25 hours/week
Scotiabank
Quebec, QC
Full-time
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 4 hours ago
Customer Experience Associate - South Lethbridge, AB (26.25 hours/week) Contract- November, 2027
Scotiabank
Lethbridge, AB
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 4 hours ago
Customer Experience Associate - Renfrew, ON - 18.75 hours/week
Scotiabank
Renfrew, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 6 hours ago
Customer Experience Associate - Prince George Branch, BC (18.75Hours/Week)
Scotiabank
Prince George, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 6 hours ago
Customer Experience Associate - Pembroke, ON, 12 months contract (22.5 hours per week)
Scotiabank
Pembroke, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 6 hours ago
Customer Experience Associate - Lakeview Branch, AB (18.75 hours/week) Contract, March 2027
Scotiabank
Calgary, AB
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 6 hours ago
Customer Experience Associate - Willowbrook Park, Langley BC (15hrs/week)
Scotiabank
Langley (District), BC · Langley, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 7 hours ago
Customer Experience Associate - Newton Town Centre, Surrey, BC (30Hours/Week)
Scotiabank
Surrey, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 7 hours ago
Senior Customer Associate - Calgary Financial Centre, AB (37.5 hours/week) Contract, March 2028
Scotiabank
AB · Calgary, AB
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 7 hours ago
Investment Banking Associate, Mergers & Acquisitions
TD
Toronto, ON
Full-time
As an Investment Banking Associate in the Mergers and Acquisitions team based in Toronto, you'll be exposed to a wide variety of clients across various industry sectors that will provide…
Added 7 hours ago
Portfolio Associate
Valnet
Montreal, QC
Full-time
…finance-oriented role. This could include Corporate Strategy, M&A, Private Equity, Operations, Investment Banking, or experience in another industry where the role is heavily focused on…
Added 7 hours ago
Associate / Senior Associate, Infrastructure & Energy Transition Investment Banking
Astris Finance, LLC
Toronto, ON
Full-time
This is a full-time hybrid role for an Associate / Senior Associate, Infrastructure & Energy Transition Investment Banking. The Associate / Senior Associate will be responsible for…
Added 7 hours ago
Litigation Lawyer
ME Law - Business Litigation Lawyers
Toronto, ON
$90,000 to $140,000 CAD / year
Full-time
▸ Collaborated with a UK firm on a landmark private international law matter, successfully proving English law - not Canadian law - governed a domestic dispute, securing a decisive…
Added 8 hours ago
Customer Experience Associate - Bank & Gloucester, Ottawa, Ontario (22.5 hours/week)(272870)
Scotiabank
Ottawa, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 8 hours ago
Customer Experience Associate - Petawawa, ON (18.75 hours/week)
Scotiabank
Petawawa, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 8 hours ago
Associate Portfolio Manager
Royal Bank of Canada
AB · EDMONTON, Alberta
Full-time
…Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product…
Added 8 hours ago
Private Banker
Royal Bank of Canada
Brossard, QC
Full-time
Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Credit Structures team as key…
Added 9 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 9 hours ago
Associate, PWM Business Controls - Policy, Oversight & Procedures
TD
Toronto, ON
Full-time
Reporting to the Senior Manager, PWM & FP Business Controls Policy, Oversight & Procedures, the Associate supports the effective delivery of key Policy, Oversight and Procedures activities…
Added 9 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 9 hours ago
Customer Service Representative - Alliston, ON (15 hrs/week)
Scotiabank
Alliston, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 9 hours ago
Customer Experience Associate - Victoria Village, Montreal, QC - 15 hours/week
Scotiabank
Montreal, QC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 10 hours ago
Finance Associate
Waabi
Toronto, ON
$100,000 to $125,000 USD / year
Full-time
Professional Experience: 3-5+ years of experience in Investment Banking/Private Equity and FP&A/Strategic Finance role at a high-growth technology company.
Added 10 hours ago
Private Banker- EN
RBC
Brossard, QC
Full-time
Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Credit Structures team as key…

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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