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Added 10 mins ago
F
Regional Operations Manager - GTA
Foodtastic
ON · Missisauga, Ontario
- Full-time
…last five years from less than $50mm to over $1B. Our current portfolio of 30 brands includes Milestones Grill & Bar, Second Cup Café, Pita Pit, Quesada, La Belle et La Boeuf, and…
Added 25 mins ago
R
Nike - Seasonal Athlete (Seasonal Sales Associate) - Rideau
Retailors
Ottawa, ON
- Part-time
…Additionally, Fox Group Canada is significantly expanding its business portfolio in Canada, and the role of the Athlete is pivotal in leading the future of Nike Retail Stores within the…
Added 25 mins ago
AC
Early Careers: Investments Associate
Aon Corporation
Vancouver, BC
- Full-time
…confidence and market knowledge needed to support client reporting, portfolio analytics, investment research and consultant-led projects across a range of investment…
Added 40 mins ago
C
Financial Advisor CIRO-ID
CIBC
London, ON
- Full-time
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing…
Added 40 mins ago
PT SALES ASSOCIATE - CALL IT SPRING - WEST EDMONTON MALL
The Aldo Group Inc / Le Groupe Aldo Inc.
Edmonton, AB
…of fashion-forward footwear, handbags, and accessories. Our portfolio features well-known brands including ROXY, Brooks Brothers, Ted Baker, Hunter, and G.H.BASS. Grounded in our values of…
Added 40 mins ago
Associate, Scotia Financial Planning - Toronto East
Scotiabank
Toronto, ON
As an Associate with Scotia Financial Planning, you will embark on a rewarding career journey designed to accelerate your development as a financial services professional. Working alongside…
Added 1 hour ago
KS
Temporary Associate
kate spade new york
Mississauga, ON · Toronto, ON · Ksny Toronto Asc
- Part-time
Kate Spade New York is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 1 hour ago
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Regional Service Agent - Boutique
Allstate
Markham, ON
- Full-time
The Customer Service Senior Associate handles basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner.…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Victoria, BC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 hour ago
NB
Associate, Execution, National Client Group
National Bank of Canada
Toronto, ON
- Full-time
Support the day-to-day management of the Ontario National Client Group credit portfolio and assist with the execution of new lending opportunities/mandates as needed.
Added 2 hours ago
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Associate, Corporate Banking - FIG
BMO
Toronto, ON · FCP
- Full-time
The Associate, Corporate Banking supports the origination and structuring of corporate lending transactions, and coordinates with other product partners as an integral part of a larger…
Added 2 hours ago
C
Temporary Sales Support Associate
Coach
Cookstown, ON
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 2 hours ago
WC
Director, Strategic Account Management - Research Services (Bilingual)
Walmart Canada
Mississauga, ON
- Full-time
Shape commercial strategy in partnership with commercial leaders across Sales and Account Management, identifying areas of greatest opportunity and translating them into clear priorities…
Added 3 hours ago
TC
Manager, Business Innovation
Toyota Canada Inc.
Toronto, ON
- Full-time
Portfolio, Governance, and Performance Management
Added 3 hours ago
KS
Temporary Sales Support Associate
kate spade new york
Cookstown, ON
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 3 hours ago
Marketing & Engagement Associate
The CUS
Vancouver, BC
The Marketing & Engagement Associate will gain hands-on experience executing marketing campaigns and building a recognizable student-facing brand. Working closely with the VP Marketing &…
Added 3 hours ago
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Associate Director Quality Management
IQVIA
Quebec, QC
- Full-time
Excellent communication and stakeholder management skills
Added 3 hours ago
E
Associate - Operations
EECOL
Humboldt, SK
- Full-time
…business-to-business distribution, logistics services and supply chain management solutions. We take pride in having an inclusive and family-like work environment. We provide a compensation…
Added 4 hours ago
T
Business Risk Analyst - TD Asset Management
TD
Toronto, ON
- 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 4 hours ago
B
Associate, Commercial Banking (Real Estate Finance)
BMO
Montreal, QC · DEMA
- Full-time
…Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while…
Added 5 hours ago
MU
Senior Manager Equity, Diversity and Inclusion Strategic Initiatives
McMaster University
Hamilton, ON
- Full-time
Works with the Associate Dean and senior leadership, internal and external partners and related committees in an advisory capacity, making recommendations and identifying and advancing…
Added 5 hours ago
IG
Bilingual Customer Excellence Associate
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- Full-time
In partnership with our suppliers, we offer a broad and deep product portfolio. With our over 80 application laboratories across 60 countries, we co-create formulations and offer…
Added 5 hours ago
RW
Senior Associate Advisor
RBC Wealth Management
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 5 hours ago
T
PIA Client Service Associate (12M STA)
TD
Whitby, ON
- Full-time
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…
Added 5 hours ago
C
Associate Financial Advisor
CIBC
Summerside, PE
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…

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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