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Added 29 mins ago
NB
Private Wealth Advisor (1859)
National Bank of Canada
Quebec, QC
- Full-time
…content on topics such as financial planning, financial markets and investment solutions is available to support your continued learning. Access to colleagues with different expertise,…
Added 29 mins ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
The Real Estate Development Unit is part of the Business Banking and Private Banking 1859 sector. Its mission is to support leading players in the real estate industry with construction…
Added 29 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
…personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of…
Added 29 mins ago
NB
Banking Advisor
National Bank of Canada
Dollard-Des Ormeaux, QC
- Full-time
…personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of…
Added 6 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Ajax, ON
- Part-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 7 hours ago
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Paid Services Beauty Advisor - Part Time
sephora.com
Toronto, ON
- $19.7 to $23.2 CAD / hour
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition.The final pay…
Added 7 hours ago
RB
Client Advisor
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 9 hours ago
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AI Business Solutions
Microsoft
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB
- Full-time
Be a trusted advisor and drive business value through AI Transformation: Create business value by translating customer challenges into prioritized Copilot and agent scenarios aligned to…
Added 10 hours ago
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Client Advisor
RBC
Langley (District), BC
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 10 hours ago
RB
Client Advisor
Royal Bank of Canada
Iqaluit, NU
- Full-time
Focus on client education and demonstration, leveraging technology to deliver memorable client experience, drive sales, and retain business
Added 10 hours ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 11 hours ago
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Americas Marketing Lead - Transport
Arup
Toronto, ON
- Full-time
The Americas Marketing Lead - Transport is a critical role within the context of Arup’s client and market focus, acting as an advisor to the businesses (Rail, Aviation, Roads and Streets,…
Added 11 hours ago
Financial Advisor - Calgary, AB (September, 2027)
Scotiabank
Calgary, AB
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 11 hours ago
Financial Advisor - Nelson Road, Saskatoon, Saskatchewan
Scotiabank
Saskatoon, SK
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 11 hours ago
HR
Specialist, Designated Beauty Advisor (DBA) - Cartier
Holt Renfrew
Vancouver, BC
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 11 hours ago
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Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- 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 11 hours ago
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Lead, Program Partnerships & Projects, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Acts as a trusted advisor by providing guidance on partnership opportunities, service delivery models, implementation approaches, and governance structures.
Added 12 hours ago
Financial Advisor - Port Hope (37.5 hours/week)
Scotiabank
Port Hope, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 12 hours ago
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Estate Planning Assistant, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
You’ll join a team that goes above and beyond for their clients. The Estate Planning Assistant is accountable for supporting Head Office and Estate Planning Specialists in all areas of…
Added 12 hours ago
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Manager, M&A Execution, Human Capital
Deloitte
Toronto, ON
- Full-time
Sales and business development: Participate in business development activities, manage pursuit workstreams, contribute to proposals and presentations, and support the development of…
Added 12 hours ago
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Banking Advisor
Royal Bank of Canada
Steinbach, MB
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 12 hours ago
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Client Advisor - Casual
Royal Bank of Canada
London, ON
- Part-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 12 hours ago
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Banking Advisor
Royal Bank of Canada
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- Full-time
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Added 13 hours ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Ucluelet, BC
Expected Compensation: The hourly rate for this role is $24.00 on a 35-hour work week, with an increase upon licensing and movement into the Insurance Advisor position. Licensing is…
Added 13 hours ago
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Client Advisor Intern
RBC
Ajax, ON
- Part-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business

PIA Client Service Associate (12M STA)

Whitby, ON, Canada

$43,300 - $56,700 CAD · Full-time

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Job details

Pay: $43,300 - $56,700 CAD
Job type: Full-time
Apply by: Nov 11, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 28, 2026

Original job description

Work Location:

Whitby, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$43,300 - $56,700 CAD

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:

12 Month Short Term Assignment.

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 an Investment Advisor or team, including preparing meeting documents, creating client account reports, and handling client inquiries. Support referrals and marketing activities, maintain compliance with account documentation and policies, and deliver high-quality service while contributing to team performance.

Requirements

A postsecondary degree or community college diploma is preferred, and candidates must obtain Investment Representative licensing with CIRO. The role seeks 1–2 years of relevant experience, strong communication and relationship-building skills, and the ability to work collaboratively, confidentially, and independently; wealth management, operations, and investment product knowledge are assets.

Skills

Attention To Detail
Client Service
Communication
Relationship Building
Collaboration
Confidentiality
Independent Work
Administrative Support
Client Account Reporting
Investment Products
Wealth Management
Compliance
Marketing Materials
Referral Administration
Risk Management
Organization

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

TD Wealth
Private Investment Advice
Wealth Management
Investment Advisor
Investment Representative
CIRO
Client Service
Administrative Support
Client Account Reporting
Client Meetings
Investment Products
Account Documentation
Compliance
Marketing Materials
Referral Coding
Lead Management
Risk Management
Client Experience
Customer Inquiries
Portfolio
Operations
Confidentiality

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