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Added 1 hour ago
T
In-Person Career Event - TD Wealth, Financial Planning - Vancouver - Oct 20th, 2026
TD
Burnaby, BC · Coquitlam, BC · Port Coquitlam, BC · Richmond, BC · Surrey, BC · Vancouver, BC
- Full-time
Maintain a culture of risk management and control, supported by aligned risk appetite
Added 1 hour ago
T
Audit Manager I, Financial Crimes Issues Validation (944)
TD
Toronto, ON
- Full-time
…recommendations for improved efficacies? If so, then join us as Audit Manager I and get the opportunity…
Added 1 hour ago
T
Audit Manager I, Wealth Canada Audit (1121)
TD
Toronto, ON
- Full-time
…documentation), test scripts (development and execution), and issue management (identification and capturing in the…
Added 1 hour ago
T
Senior Audit Group Manager, Financial Crimes COE(1011)
TD
Toronto, ON
- Full-time
As a Senior Audit Group Manager, you’ll develop and lead a team of audit professionals for supervising, planning and executing complex audits and projects for multiple business groups. You…
Added 1 hour ago
T
Audit Manager I, Wealth Canada Audit (1144)
TD
Toronto, ON
- Full-time
…documentation), test scripts (development and execution), and issue management (identification and capturing in the…
Added 1 hour ago
T
Senior Manager, Audit Stakeholder Communications (900)
TD
Toronto, ON
- Full-time
The Senior Manager, Audit Stakeholder Communications will oversee the execution of the Audit Division's global communications strategy, to drive impactful, timely and efficient…
Added 1 hour ago
T
Audit Manager II, Quality Assurance and Improvement Program- IT Audit (1094)
TD
Toronto, ON
- Full-time
Advanced knowledge of the Standards of the Institute of Internal Auditors, Risk Management, and Compliance
Added 1 hour ago
T
Senior Group Manager, Audit - Cybersecurity (ATH 1099)
TD
Toronto, ON
- Full-time
Maintain a culture of risk management and control, supported by effective processes and sound infrastructure in alignment with risk appetite.
Added 1 hour ago
T
Financial Planner-North Shore
TD
North Vancouver, BC
- Full-time
Maintain a culture of risk management and control, supported by aligned risk appetite
Added 1 hour ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
Adhere to all policies and procedures and maintain a culture and operation of risk management
Added 1 hour ago
T
Senior Business Analyst – Data Management & Enablement
TD
Toronto, ON
- Full-time
The Senior Business Analyst supports enterprise data management initiatives through data literacy, persona management, communications, reporting, and adoption activities. Working closely…
Added 1 hour ago
T
Financial Planner
TD
Maple, ON · Vaughan, ON
- Full-time
Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
Added 1 hour ago
T
Senior IT Developer
TD
Mississauga, ON · Toronto, ON
- Full-time
Comply with well-defined enterprise technology delivery practices and standards and project management disciplines by participating in scope assessment, risk and cost analysis
Added 1 hour ago
T
TDS Operations Analyst II
TD
Toronto, ON
- Full-time
…across the business to deliver accurate processing, strong risk management, operational excellence, and a consistent client and stakeholder…
Added 1 hour ago
T
Data Platform Engineering Manager
TD
Toronto, ON
- Full-time
The Data Platform Engineering Manager role is responsible for designing, building, and operating the enterprise technology reference data platform that serves as the foundation for…
Added 1 hour ago
T
Financial Crime Risk Investigative Analyst
TD
Toronto, ON
- Full-time
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.
Added 1 hour ago
B
Sr Manager, Compensation - Technology & Operations
BMO
Toronto, ON
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 hour ago
T
Data Architect, Technology Data Management
TD
Toronto, ON
- Full-time
…critical role in enabling enterprise governance, operational management, risk reporting, regulatory compliance, and executive decision-making through standardized and trusted…
Added 1 hour ago
T
Senior Audit Manager, Quality Control Financial Crimes Audit (1140)
TD
Toronto, ON
- Full-time
Advanced knowledge of the Standards of the Institute of Internal Auditors, Risk Management, and Compliance
Added 1 hour ago
T
Senior Legal Counsel (Everyday Banking, Savings & Investing)
TD
Toronto, ON
- Full-time
Contributing to high-priority TD Legal Department initiatives, including knowledge management and workflow improvement; and
Added 1 hour ago
T
PIA Client Service Associate
TD
Regina, SK
- Full-time
Adhere to all policies and procedures and maintain a culture and operation of risk management
Added 1 hour ago
T
Group Manager, Finance - IDPP
TD
Toronto, ON
- Full-time
Maintain a culture of risk based management and control, supported by effective processes in alignment with risk appetite
Added 1 hour ago
T
Senior Manager, Compliance – Corporate & Investment Banking Compliance Advisory (Canada) (5181)
TD
Toronto, ON
- Full-time
We are looking for a Senior Manager, Compliance – Corporate & Investment Banking Compliance Advisory to join our team in Canada. The ideal candidate must have compliance experience in the…
Added 1 hour ago
T
Finance Manager
TD
Toronto, ON
- Full-time
The Finance Manager supports the achievement of CPB COO business objectives through financial planning, performance management, strategic analysis, and decision support. The role delivers…
Added 1 hour ago
T
Manager, Business Compliance Oversight, Global Asset Management (5427)
TD
Toronto, ON
- Full-time
Provide leadership to ensure the global compliance program that supports the TD Asset Management business aligns to the Regulatory Compliance Management (RCM) program with a focus on…

PIA Client Service Associate

Victoria, BC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 15, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Sep 28, 2026

Original job description

Work Location:

Victoria, British Columbia, 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 creating reports for client accounts. Deliver high-quality client service by responding to inquiries and maintaining professional relationships with high-value clients.

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 licensure as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).

Skills

Administrative support
Client service
Investment knowledge
Documentation preparation
Relationship building
Communication skills
Compliance adherence
Risk management
Marketing support
Data analysis
Attention to detail
Problem solving
Collaboration
Confidentiality
Financial services

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
Client Service Associate
Banking
Administrative Support
CIRO
Investment Representative
Financial Institutions
Compliance
Risk Management
Marketing Materials
Client Experience
Portfolio Management
Referral Opportunities
Brokerage
Documentation
Professional Development
Victoria
British Columbia
TD Wealth

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