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Added 11 mins 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 54 mins 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 56 mins 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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…
Added 1 hour ago
Associate Financial Advisor (Mandarin/ Cantonese)
CIBC
Markham, ON · Unionville
Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 1 hour ago
Wealth Associate Sudbury
Scotiabank
Sudbury, 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
Investment Associate, Nesbitt Burns
BMO
Brossard, QC
Full-time
BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and…
Added 2 hours ago
Retail Sales Associate
Canna Cabana
Saskatoon, SK
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 2 hours ago
IT Program/Project Manager – Cybersecurity Program
Raise
Calgary, AB
Full-time
…program comprising three parallel projects. Reporting to the Associate Director, IT Investment Office (ITIO) / Project Management Office, this role will ensure successful project delivery…
Added 2 hours ago
Associate/Sr. Associate, Investments - Capital Partnerships
Brookfield
Toronto, ON
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 2 hours ago
Director of Financial Services
Emily Carr University of Art and Design
Vancouver, BC
$125,478 to $167,305 CAD / year
Full-time
Manages cash flow requirements and invests surplus funds in line with established investment policy.
Added 2 hours ago
Wealth Operations Analyst I - TD Asset Management
TD
Toronto, ON · Regina, SK
Full-time
In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate…
Added 2 hours ago
Analyst Or Associate - Equity Options Trading
TD
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 2 hours ago
Mergers and Acquisitions Associate
Rillo
Toronto, ON
$110,000 to $140,000 CAD / year
Full-time
We are working exclusively with an established technology organization to identify an M&A Associate for their corporate development function. Growth through acquisition is a central part of…
Added 3 hours 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 3 hours 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 3 hours 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 3 hours 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 3 hours 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 3 hours 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 4 hours ago
Retail Sales Associate
Canna Cabana
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.

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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