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Added 5 mins ago
C
Alliance / Partner Marketing Manager (Hyperscalers)
CGI
Toronto, ON
- Full-time
The Alliance / Partner Marketing Manager (Hyperscalers) plans and delivers joint marketing programs with CGI's strategic hyperscaler alliances: Microsoft, Amazon Web Services (AWS) and…
Added 5 mins ago
FO
Chargé de projets / Project Manager
First Onsite Property Restoration
Dorval, QC
- Full-time
As a Project Manager, you are at the center of every restoration project, turning plans into action and challenges into progress. You'll assess losses, define project scopes, and prepare…
Added 34 mins ago
Addictions and Mental Health Worker
Health Sciences North
ON · Sudbury, ON
Under the general direction of the Clinical Manager, Lotus Program.
Added 34 mins ago
Coordinator, North East Specialized Geriatric Centre
Health Sciences North
Sudbury, ON
Under the general direction of the Clinical Manager, North East Specialized Geriatric Centre (NESGC).
Added 34 mins ago
Addictions and Mental Health Worker
Health Sciences North
ON · Sudbury, ON
Under the general direction of the Clinical Manager, Lotus Program.
Added 34 mins ago
Occupational Therapist
Health Sciences North
ON · Sudbury, ON
…for the position of Occupational Therapist to use a holistic, client, and family-centred approach to optimize safety, functional ability, and well-being to enable participation in…
Added 34 mins ago
Addictions and Mental Health Worker
Health Sciences North
ON · Sudbury, ON
Under the general direction of the Clinical Manager, Lotus Program.
Added 34 mins ago
Indigenous Patient Navigator
Health Sciences North
Sudbury, ON
Under the general direction of the Clinical Manager, Northern Outreach Team.
Added 34 mins ago
Coordinator, North East Specialized Geriatric Centre
Health Sciences North
Sudbury, ON
Under the general direction of the Clinical Manager, North East Specialized Geriatric Centre (NESGC).
Added 34 mins ago
Occupational Therapist
Health Sciences North
ON · Sudbury, ON
…for the position of Occupational Therapist to use a holistic, client, and family-centred approach to optimize safety, functional ability, and well-being to enable participation in…
Added 34 mins ago
Addictions and Mental Health Worker
Health Sciences North
ON · Sudbury, ON
Under the general direction of the Clinical Manager, Lotus Program.
Added 34 mins ago
Indigenous Patient Navigator
Health Sciences North
Sudbury, ON
REPORTING:Under the general direction of the Clinical Manager, Northern Outreach Team.
Added 1 hour ago
BG
Responsable territoire - Matériel lourd - Bâtiment et sylviculture | Territory Manager - Heavy Equipment - Construction & Forestry (Val d'Or)
Brandt Group of Companies
Val-d'Or, QC
- Full-time
Brandt est une entreprise privée et familiale, guidée par le client. Notre solidité repose sur la diversification de nos activités et notre succès sur la spécialisation de nos expertises.…
Added 1 hour ago
BG
Représentante ou représentant des ventes d’équipement lourd | Heavy Duty Equipment Sales Representative
Brandt Group of Companies
Mont-Joli, QC
- Full-time
Brandt est une entreprise privée et familiale, guidée par le client. Notre solidité repose sur la diversification de nos activités et notre succès sur la spécialisation de nos expertises.…
Added 1 hour ago
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Représentant ·e des ventes - Manutention | Territory Manager - Material Handling
Brandt Group of Companies
Brossard, QC
- Full-time
Brandt est une entreprise axée sur le client, privée et familiale, renforcée par la diversification et réussissant par la spécialisation. Nous exploitons plus de 170 sites à travers le…
Added 1 hour ago
BG
Administrateur · trice du service| Service Writer
Brandt Group of Companies
Laval, QC
- Full-time
Brandt est une entreprise privée et familiale, guidée par le client. Notre solidité repose sur la diversification de nos activités et notre succès sur la spécialisation de nos expertises.…
Added 1 hour ago
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Crane & Rigging Supervisor (Vancouver/Coquitlam, BC)
Sterling Crane
Coquitlam, BC
- Full-time
…compliance, and coordination with other departments to ensure project success. The candidate may be required to operate cranes when not required for field supervision. This position reports…
Added 1 hour ago
T
Personal Banker Trainee - Korean, Vietnamese, Mandarin and/or Cantonese are considered an asset
TD
Calgary, AB
- Full-time
…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…
Added 1 hour ago
RB
Investment Funds Advisor Assistant
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Vancouver, BC
- Full-time
Involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
Added 2 hours ago
A
Technical Operations Analyst (TOC)
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Calgary, AB · Edmonton, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 2 hours ago
T
Personal Banker Trainee - Korean, Vietnamese, Mandarin and/or Cantonese are considered an asset
TD
Calgary, AB
- Full-time
…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…
Added 2 hours ago
CS
Manager, Food and Beverage BMO Centre - Full Time
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AB · CALGARY, AB
- Full-time
Success is achieved through advanced planning, operational execution, visible leadership presence, disciplined standards management, and the achievement of financial and KPI targets. The…
Added 3 hours ago
BS
Laundry Attendant
Bridgemans Services
Squamish, BC
- Contract
Reporting to the Operations Manager, responsibilities and essential job functions include, but are not limited to, the following:
Added 3 hours ago
A
Product Manager
ATB
Calgary, AB · Edmonton, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 4 hours ago
SG
Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
- Full-time
Update manager or engagement manager on progress of engagements and client files

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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