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Added 1 hour ago
Associate
Royal Bank of Canada
Burlington, ON
Full-time
The RBC Dominion Securities Burlington branch is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing…
Added 5 hours ago
Human Resource Operations - Immigration Specialist
Capital One
Toronto, ON
Full-time
For 30 years, we’ve been on a mission to change banking for good. We challenge the traditional bank stereotype, fostering a culture where innovation thrives and bold ideas are celebrated.
Added 5 hours ago
Investment Banking Analyst/Associate (Future Opportunities)
Raymond James
Toronto, ON
Full-time
We are always on the lookout for talented individuals to join our team. If you are passionate about Investment Banking, we invite you to submit your resume for future opportunities. While…
Added 5 hours ago
Vendor Manager, Musical Instruments, Amazon Canada
Amazon
Toronto, ON · Vancouver, BC
- 3+ years of doing one of several roles: management consulting, investment banking analyst/associate, or brand manager role at leading consumer packaged goods company experience
Added 6 hours ago
Director, Financial Services
ASSOCIATION OF INDEPENDENT COLLEGES OF ART AND DESIGN INC
Vancouver, BC
Full-time
Manages cash flow requirements and invests surplus funds in line with established investment policy.
Added 7 hours ago
PIA Client Service Associate
TD
Victoria, BC
Full-time
…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…
Added 12 hours ago
Associate, Global Investment Banking - Real Estate
RBC
Toronto, ON
Full-time
RBC Capital Markets Global Investment Banking is seeking an Associate to join its Real Estate investment banking team in Toronto.
Added 13 hours ago
Client Service Associate-Bilingual
CIBC
Montreal, QC
Full-time
Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking
Added 13 hours ago
Associate, Capital Markets & Credit Investments
BCI
Victoria, BC · Vancouver, BC · CA Victoria
Full-time
Reporting to the Managing Director, the Associate will focus solely on the strategic resources investment strategy within BCI's Global Partnership Fund (GPF), contributing to the definition…
Added 13 hours ago
Wealth Associate Sudbury
MD Financial Management | Gestion financière MD
Sudbury, ON · Greater Sudbury, ON
Full-time
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 13 hours ago
Client Service Associate-Bilingual
CIBC
Montreal, QC
Full-time
Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking
Added 14 hours ago
Part-Time Budget Officer, International Education Centre
Algonquin College of Applied Arts and Technology
Ottawa, ON
Part-time
…information for decision making by the Finance Manager, Director, Associate Directors, Managers and Project Leads of the…
Added 14 hours ago
Personal Banking Associate
TD
Saskatoon, SK
Full-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 14 hours ago
PIA Client Service Associate
TD
Toronto, ON
Full-time
…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…
Added 14 hours ago
Senior Customer Experience Associate - Panorama Place, BC (30Hours/Week)
Scotiabank
Panorama, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 14 hours ago
Customer Experience Associate - Cumberland Plaza, Saskatoon, SK (15 hours/week)
Scotiabank
Saskatoon, SK
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 14 hours ago
Customer Experience Associate - Panorama Place,Surrey, BC (15Hours/Week)
Scotiabank
Panorama, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 14 hours ago
Senior Financial Advisor
Conexus Credit Union
Moose Jaw, SK
Full-time
…pursue their goals for the future. It’s more than conducting a banking transaction, it’s about providing insightful content, tools, expert advice, and a full suite of products to inspire…
Added 15 hours ago
Wealth Associate
National Bank of Canada
Brossard, QC
Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 15 hours ago
Business Development Associate, Wealth Management
Canaccord Genuity Group Inc.
Toronto, ON
Full-time
…wealth management. Canaccord Genuity Capital Markets provides investment banking, M&A advisory, equity research, and sales and trading services to institutional and corporate clients across…
Added 15 hours ago
Analyst Or Associate - Equity Options Trading
TD Securities
Toronto, ON
Full-time
…innovation, and experience across key areas of finance, including Investment and Corporate Banking, Capital Markets, Interest Rates, Foreign Exchange, Equities, and Derivatives. TD…
Added 15 hours ago
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
Full-time
This position is based in Laval and reports to the Associate Vice-President, Real Estate Development Unit.
Added 16 hours ago
Wealth Associate
National Bank of Canada
Montreal, QC
Full-time
A career as a Wealth Associate in the Exclusive Remote Advisory Services team at National Bank means supporting our clients in achieving their life goals. In this role, you help National…
Added 16 hours ago
ScotiaMcLeod Administrative Associate - Markham
Scotia Wealth Management
Markham, ON
Full-time
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 16 hours ago
Associate, Global Investment Banking
CIBC
Toronto, ON
Full-time
As an Associate in the Investment Banking group, you will be expected to provide a broad range of analytical, research and presentation preparation support to all the professionals within…

PIA Client Service Associate

Brampton, ON, 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 21, 2026

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Original job description

Work Location:

Brampton, 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 responding to inquiries and identifying referral opportunities.

Requirements

Candidates should have an undergraduate degree or community college diploma and 1–2 years of relevant experience. Successful applicants must obtain an Investment Representative license with the Canadian Investment Regulatory Organization.

Skills

Administrative support
Client service
Investment product knowledge
Documentation preparation
Relationship building
Communication skills
Compliance adherence
Risk management
Data analysis
Marketing support
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 wealth
CIRO
Investment representative
Brokerage
Client experience
Administrative support
Financial services
Banking
Compliance
Marketing materials
Account documentation
Referral coding
Portfolio management

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