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Added 39 mins ago
Client Service Associate
The Vantage Talent Group
Calgary, AB
$55,000 to $65,000 CAD / year
Full-time
Our client is an established, independent wealth management firm in Calgary providing comprehensive investment and financial planning solutions to high-net-worth individuals, families,…
Added 55 mins ago
Private Equity Fund Administration Senior Associate
JPMorgan Chase & Co.
Toronto, ON
Full-time
…Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset…
Added 55 mins ago
Customer Experience Associate - Tsawwassen, Delta BC (15hrs/week)
Scotiabank
Delta, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 55 mins ago
Portfolio Manager, Equity Income Team
Scotiabank
Toronto, ON
Broadly, the PM will contribute to 1832 Asset Management by sharing and debating investment ideas within the Equity Income team as well as across the broader investment management team. The…
Added 55 mins ago
Senior Associate Crypto Platform Engineer
Scotiabank
Toronto, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 55 mins ago
Customer Service Representative - Renforth & Rathburn, Mississauga (30 hrs/week)
Scotiabank
Toronto, ON · Etobicoke, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
Retail Sales Associate
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Mississauga, ON · Winston Churchill, Mississauga, ON
$17.6 to $18.5 CAD / hour
Part-time
To discover the full impact of High Tide, visit www.hightideinc.com. For investment performance, don’t miss the High Tide profile pages on SEDAR+ and EDGAR.
Added 1 hour ago
Customer Experience Associate, Chilliwack BC (33.75hrs/week)
Scotiabank
Chilliwack, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
Customer Experience Associate - Lasalle, Montreal, Quebec - 37.5 hours/week
Scotiabank
LaSalle, QC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
Part-Time Budget Officer, International Education Centre
Algonquin College
Ottawa, ON
Part-time
…information for decision making by the Finance Manager, Director, Associate Directors, Managers and Project Leads of the…
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Associate, Technical Support
Scotiabank
Toronto, ON
Added 2 hours ago
Personal Banking Associate Trainee Future Opportunities (Richmond Hill, Newmarket, Aurora, North York and Vaughan)
TD
Aurora, ON · Richmond Hill, ON · Newmarket, ON
Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member to resolve their financial…
Added 2 hours ago
Associate/Sr. Associate, Investments - Capital Partnerships
Brookfield Asset Management
Toronto, ON · Brookfield Place
Full-time
The Associate / Senior Associate will play a key role in supporting Brookfield’s leadership position in the energy transition by delivering innovative investment solutions that mobilize…
Added 3 hours ago
Director, Central Registrant and Investment Advisory
Scotiabank
Toronto, ON
Oversee the Central Registrant and Investment Advisory (CRIA) team of Portfolio Managers to provide registrable activities and ongoing registrant duties, advising on and executing…
Added 3 hours ago
ScotiaMcLeod Administrative Associate - Markham
Scotiabank
Markham, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
Customer Experience Associate - Saint Lambert (18.75h/week)
Scotiabank
Saint-Lambert, QC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
Customer Experience Associate - Centerpoint Mall, North York, ON (22.50 hours/week)
Scotiabank
Toronto, ON · North York, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
PIA Client Relationship Associate
TD
Toronto, ON
Full-time
…so, then apply for the position of PIA Client Relationship Associate today. In this role, you will provide business and relationship management to Investment Advisors (IAs) to enable them…
Added 4 hours ago
Senior Fund Accountant, Private Markets
MUFG Investor Services
Halifax, NS
Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 4 hours ago
Senior Fund Accountant, Private Markets
MUFG Investor Services
Halifax, NS
Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 4 hours ago
Associate Planner - Barrie
TD
Barrie, ON
Full-time
3–5 years of experience in banking, financial services, or a client‑facing sales role preferred
Added 4 hours ago
Customer Experience Associate - Bank & Gloucester, Ottawa, Ontario (22.5 hours/week)
Scotiabank
Ottawa, ON
…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 - West Kelowna, BC (18.75 hours/week) Contract
Scotiabank
ON · Kelowna, 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, Execution, National Client Group
National Bank of Canada
Toronto, ON
Full-time
Assist Directors by working closely with financial advisors, private equity sponsors and internal banking partners (i.e. derivative hedging, loan syndications and investment banking) to…
Added 21 hours ago
Customer Experience Associate - Orillia Branch (30 hours/week)
Scotiabank
Orillia, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

PIA Client Service Associate

Winnipeg, MB, Canada

Job type: Full-time
Apply by: Oct 3, 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:

Winnipeg, Manitoba, 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 responding to inquiries and identifying referral opportunities.

Requirements

Requires 1-2 years of relevant experience in banking or administration and a preference for an undergraduate degree or community college diploma. Candidates must obtain an Investment Representative license with the Canadian Investment Regulatory Organization.

Skills

Administrative support
Client service
Investment products
Wealth management
Documentation
Relationship management
Communication
Compliance
Marketing support
Risk management
Data analysis
Referral management

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development programs
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Representative
CIRO
Administrative Support
Client Experience
Banking
Compliance
Investment Portfolio
Marketing Materials
Risk Management
Financial Institutions
Referral Coding
Brokerage
Client Meetings
Account Documentation

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