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Added 2 hours ago
PIA Client Service Associate
TD
Montreal, QC
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 8 hours ago
PIA Client Service Associate
TD
Brampton, 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 8 hours ago
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
Full-time
BMO Private Wealth is dedicated to delivering exceptional advice and service to high-net-worth clients through a collaborative, client-focused approach. Our advisors and wealth…
Added 10 hours ago
PIA Client Service Associate
TD
Winnipeg, MB
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 12 hours ago
Senior Financial Analyst, Real Estate Finance
Nicola Wealth
Vancouver, BC
Full-time
Nicola Real Estate, the real estate division of Nicola Wealth, manages over $10 billion (as of December 31, 2025) of commercial real estate in Canada and the United States, on behalf of…
Added 12 hours ago
Accounting Manager, Real Estate Finance
Nicola Wealth
Vancouver, BC
Part-time
Nicola Real Estate, the real estate division of Nicola Wealth, manages over $10 billion (as of December 31, 2025) of commercial real estate in Canada and the United States, on behalf of…
Added 17 hours ago
Senior Financial Analyst, Real Estate Finance
Nicola Wealth
Vancouver, BC
Nicola Real Estate, the real estate division of Nicola Wealth, manages over $10 billion (as of December 31, 2025) of commercial real estate in Canada and the United States, on behalf of…
Added 17 hours ago
Accounting Manager, Real Estate Finance
Nicola Wealth
Vancouver, BC
Nicola Real Estate, the real estate division of Nicola Wealth, manages over $10 billion (as of December 31, 2025) of commercial real estate in Canada and the United States, on behalf of…
Added 19 hours ago
Senior Analyst GWO Business Risk Management, Toronto
Scotiabank - Global Banking and Markets
Toronto, ON
Full-time
Support the execution of initiatives with internal GWO stakeholders to mitigate risks through assessment of control design and operating effectiveness with minimal guidance from line…
Added 19 hours ago
Senior Supervisor Accounting - Automotive Finance - Anjou, Quebec
Scotiabank
QC · Anjou, QC
Responsible for the daily funding/exception review of Retail Indirect Loans and DVLP leases as delegated by the Manager Operations.
Added 20 hours ago
Wholesaler/Advisor Investment Consultant
Cidel
Toronto, ON
Full-time
Cidel Is a Canadian-based Global Private Bank And Asset Manager. We Help High Net Worth Individuals, Families And Institutions Protect And Grow Their Wealth. Our Expertise Spans Three…
Added 21 hours ago
Manager, Global Onboarding Experience - Global HR
Scotiabank
Toronto, ON
The Manager contributes to the overall success of the Global Onboarding Experience team within Global HR Operations ensuring specific individual goals, plans, initiatives are executed /…
Added 21 hours ago
Senior Analyst GWO Business Risk Management, Toronto
Scotiabank
Toronto, ON
Support the execution of initiatives with internal GWO stakeholders to mitigate risks through assessment of control design and operating effectiveness with minimal guidance from line…
Added 21 hours ago
Assistant Manager, Lending Services, Corporate Credit (GWO)
Scotiabank
Toronto, ON
The incumbent is responsible for providing, and if directed leading a team of deal analyst in delivering, quality administrative services to Corporate Clients relative to the set up and…
Added 21 hours ago
Assistant Manager- Stoney Creek
Scotiabank
ON · Stoney Creek, ON
As the Assistant Manager Trainee, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business…
Added 21 hours ago
Program Manager - IT III
Robertson & Company Ltd.
Waterloo, 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
Senior Product Manager, Commercial Lending Decisioning & Insights (English/Spanish)
Scotiabank
Toronto, ON
…plays a pivotal role executing the strategic vision, scope, and design of lending decisioning for data model platforms for Canadian Commercial Banking (CCB) and International Commercial…
Added 23 hours ago
Director, Project Management Office (PMO)
Article
Vancouver, BC
$190,000 to $205,000 CAD / year
Full-time
…in, as a Director, PMO, you'll be responsible for building and leading the centralized Project Management Office (PMO function) to help internal customers deliver their objectives by…
Added 23 hours ago
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 23 hours ago
Funding Validation Officer - Automotive Finance - Anjou, Quebec or Hamilton, Ontario
Scotiabank
QC · Anjou, QC
…specific individual goals, plans, initiatives are executed and delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with…
Added 23 hours ago
Manager, Data Insights (20 Month Contract)
Scotiabank
Toronto, ON
The Manager, Data Insights, is responsible for supporting analysis that will help the Bank to balance business growth and a continued focus on the customer. The incumbent will support…
Added 23 hours ago
Manager, Global Compliance and AML Strategic Support
Scotiabank
Toronto, ON
The Manager, Global Compliance & AML Strategic Support contributes to the successful execution of Global Compliance & AML strategic initiatives. The role provides analytical, planning, and…
Added 1 day 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 day 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 1 day 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…

PIA Client Service Associate

Orangeville, 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:

Orangeville, 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, creating reports, and managing client communications. Ensure high-quality client service while adhering to compliance requirements 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
Communication skills
Relationship building
Compliance adherence
Risk management
Marketing support
Data analysis
Referral management
Attention to detail

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
Private Investment Advice
CIRO
Investment Representative
Banking
Administrative Support
Client Experience
Compliance
Risk Management
Marketing Materials
Financial Services
Portfolio Management
Referral Coding
Account Documentation

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