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Added 55 mins ago
Branch Manager
Manufacturing Job Site
Summerside, PE
Full-time
We're looking for an experienced and driven Branch Manager to lead our Summerside, PEI team. This is an exciting opportunity to build relationships, support a talented team, and drive the…
Added 2 hours ago
Assistant Lodge Manager, Monashees
CMH Heli-Skiing & Summer Adventures
BC · British Columbia, Canada
Full-time
Position Title: Assistant Lodge Manager, Monashees
Added 2 hours ago
Assistant Manager Chef
Whistler Blackcomb
Whistler, BC
Temporary
…development experience, and wellness benefits to fuel your…
Added 2 hours ago
DYNAMITE - Operations Assistant Manager - Yorkdale Shopping Centre
Groupe Dynamite, Inc Garage
Toronto, ON · North York, Ontario
Full-time
Reporting to the Store Manager, your main focus as Operations Assistant Manager is to maximize company sales and profitability by maintaining stockroom organization and by managing…
Added 3 hours ago
Senior Manager, Total Rewards and HR Systems
Lifemark Health Group
Toronto, ON
$110,000 to $130,000 CAD / year
Full-time
The Senior Manager, Total Rewards and HR Systems plays a critical leadership role in creating and implementing competitive employee experience strategies for Lifemark Health Group.…
Added 4 hours ago
Boutique Manager | Royalmount
Parfums Christian Dior
Montreal, QC
Full-time
En partenariat avec les opérations de vente au détail et les RH, gérer les horaires, les demandes de congé, la paie, les commissions, les heures supplémentaires, les relations avec les…
Added 4 hours ago
Regional Sourcing Manager (Electronics Lane)
Husky Technologies
Bolton, ON
Full-time
Act as the primary contact and relationship manager while supporting the global strategic sourcing team to develop, prioritize, and execute “in-region” sourcing initiatives that reduce…
Added 5 hours ago
Senior NPI Product Engineer
Semtech
Burlington, ON · CAN - Burlington, ON
Full-time
Working across Design, Test, Validation, Quality, Reliability, Applications, and Operations, our engineers define testability requirements, drive comprehensive characterisation across PVT,…
Added 5 hours ago
Assistant Store Manager | Richmond Centre
Michael Hill
Richmond, BC
Full-time
Take the next step in your retail leadership career with Michael Hill at Richmond Centre. As an Assistant Store Manager, you'll coach a high-performing team, exceed sales goals, and create…
Added 6 hours ago
Director, Ecommerce Marketing
Natura Market
Mississauga, ON
Full-time
Role Description The Ecommerce Marketing Manager is a full-time, on-site role based in Mississauga, ON. This role is responsible for planning and executing digital marketing initiatives…
Added 6 hours ago
Department Manager - Front End (customer experience)
RONA
Brampton, ON
Full-time
…an environment where your leadership, drive and passion for customer service will be at the heart of our collective success. Build your career by contributing to an exceptional customer…
Added 7 hours ago
DYNAMITE - Operations Team Leader FT - Sherway Gardens
Groupe Dynamite, Inc Garage
Toronto, ON · Etobicoke, Ontario
Full-time
Reporting to the Store Manager, your main focus as Operations Team Lead is to maximize company sales and profitability by maintaining stockroom organization and by managing inventory…
Added 7 hours ago
Boutique Manager | Royalmount
LVMH Perfumes & Cosmetics
Montreal, QC
Full-time
En partenariat avec les opérations de vente au détail et les RH, gérer les horaires, les demandes de congé, la paie, les commissions, les heures supplémentaires, les relations avec les…
Added 7 hours ago
Management Trainee
Enterprise Holdings
Yarmouth, NS
Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 7 hours ago
Management Trainee
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Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 7 hours ago
Store Manager - Calgary
Source Office Furniture & Systems Ltd.
Calgary, AB
Full-time
…throughout Canada. We pride ourselves in offering unsurpassed customer service and a collaborative team environment where every employee is a part of our success. We are a rapidly growing…
Added 8 hours ago
COMBO - Team Leader FT - Tsawwassen Mills
Groupe Dynamite, Inc Garage
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Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 8 hours ago
Marketing Operations Specialist
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Full-time
…You’ll have opportunities to build your skills, work with your manager on your career goals and explore opportunities for progression within the company. Our onboarding process is designed…
Added 8 hours ago
Marketing Operations Specialsit
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…You’ll have opportunities to build your skills, work with your manager on your career goals and explore opportunities for progression within the company. Our onboarding process is designed…
Added 10 hours ago
General Manager
Perspect-IV Fitness Studio
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Part-time
Run day-to-day studio operations with a focus on sales outcomes. Own lead response and follow-up, trial conversions, member retention, operational coordination, and selected coaching.…
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General Manager- Leadership Expansion Program
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You'll gain hands-on experience across sales, operations, and production while learning the Groundworks culture, business model, and leadership principles. Upon completion, you'll be placed…
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Program Clerk - Specialty Services
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Success Operations Analyst I
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Added 11 hours ago
BOH Key Leader | ZURICH
lululemon
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…leadership team, impacting salesfloor team members and guest (i.e., customer) experience every day. Key Leaders are responsible for leading by example and providing support to Educators,…
Added 11 hours ago
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
$55,000 to $80,000 CAD / year
Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…

PIA Client Service Associate

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 1, 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:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

43 300 $/$43,300 - 56 700 $/$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):

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.

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More about this job

Responsibilities

Provide specialized administrative support to Investment Advisors and maintain high-quality client service standards. Manage documentation, prepare client reports, and assist with marketing materials while ensuring compliance with all policies.

Requirements

Candidates should possess an undergraduate degree or community college diploma and must be licensed as an Investment Representative with the CIRO. 1-2 years of relevant experience in banking or administrative roles is required.

Skills

Client service
Administrative support
Investment knowledge
Communication skills
Relationship building
Attention to detail
Risk management
Documentation
Marketing support
Referral management
Compliance
Wealth management

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
Investment Portfolio
Compliance
Marketing
Financial Services
Risk Management
Referral Coding
Client Meetings
Brokerage

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