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Added 2 hours ago
Director, Capital Markets & Investor Relations
AW Capital
Tsuu T'Ina Nation 145, AB · Calgary, Alberta
Full-time
Collaborate with marketing, operations, and executive leadership to support investor growth initiatives.
Added 14 hours ago
Senior Manager, Market Data and Analytics (Contract)
Scotiabank
Toronto, ON
highly detail-oriented with strong expertise in market data, risk analytics, and data operations to support capital markets risk management activities.
Added 20 hours ago
Manager, Balance Sheet Analysis - Canadian Banking Finance
Scotiabank
Toronto, ON
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…
Added 20 hours ago
Sr. Credit Solutions Associate, Commercial Banking (Contract) opened to Kelowna, Van. or Langley
Scotiabank
Kelowna, BC
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…
Added 21 hours ago
Global Investment Operations - Middle Office Senior Analyst
WTW
Toronto, ON
$70,000 to $80,000 CAD / year
Full-time
Our commitment to innovation and research means clients get access to the best investment ideas. We have one of the industry’s largest investment strategy teams, with disciplines that…
Added 22 hours ago
Manager, Global Design & Standards - Global AML
Scotiabank
ON · Mississauga, ON
Support an environment of effective and efficient operations in accordance with Scotiabank’s Values and its Code of Conduct, while ensuring adequacy and effectiveness of controls across…
Added 23 hours ago
Senior Manager, Global Design & Standards - Global AML
Scotiabank
ON · Mississauga, ON
The Senior Manager, Global Design and Standards, plays a key role in supporting the design, implementation, and ongoing evolution of Global AML Investigations standards, ensuring alignment…
Added 23 hours ago
Senior Manager, Global Effectiveness & Initiatives - Global AML
Scotiabank
ON · Mississauga, ON
The Senior Manager, Global Effectiveness & Initiatives leads the execution and delivery of strategic initiatives that enhance the effectiveness, quality, and performance of AML…
Added 23 hours ago
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Scotiabank
Toronto, ON
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Added 23 hours ago
Manager, Global Effectiveness & Initiatives - Global AML
Scotiabank
ON · Mississauga, ON
Support an environment of effective and efficient operations in accordance with Scotiabank’s Values, it’s Code of Conduct, while ensuring adequacy and effectiveness of controls across…
Added 23 hours ago
PIA Client Service Associate
TD
Owen Sound, 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 1 day ago
Senior Manager, Performance Analytics & Insights
Scotiabank
Toronto, ON
The Senior Manager, Performance Analytics & Insights is responsible for leading the Performance Intelligence function within Strategic Investment & Performance Management (SIPM) for…
Added 1 day ago
Advisor Associate MD Wealth - Sydney
Scotiabank
Sydney Indian Reserve No. 28A, NS · Sydney, NS
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 1 day ago
Advisor Associate - Location is St John's NFLD
Scotiabank
St. John's, NL
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 1 day ago
Manager, Program Risk, Global Sanctions & Screening
Scotiabank
Toronto, ON
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…
Added 1 day ago
Senior Manager, Managed Asset Program (12 month contract)
Scotiabank
Toronto, ON
Contract
Contributes to the overall success of the Managed Portfolio Program Global Portfolio Solutions / Scotia Wealth Management in Canada ensuring specific individual goals, plans, initiatives…
Added 1 day ago
Private Wealth Administrative Assistant - Oakville, Winter 2027 (Co-op/Internship) - 4 months
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Full-time
Provides a variety of general office support services and clerical tasks to support to one or more business groups and facilitate group operations. Collaborates with internal and external…
Added 1 day ago
Senior Manager, Cloud Security Engineering
Scotiabank
Toronto, ON
The Senior Manager, Cloud Security Engineering is responsible for providing strong leadership to a dedicated team of engineers who support the Cloud Security toolsets. This team is charged…
Added 1 day ago
PIA Client Service Associate
TD
Victoria, BC
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 1 day ago
Business Operations Support Representative III
TD
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Full-time
TD Wealth Private Investment Advice is a full-service brokerage ideal for investors who are looking for professional, custom-tailored wealth planning and investment solutions, while…
Added 1 day ago
Assistant Branch Manager- District Opportunity - Calgary South Area
Scotiabank
Calgary, AB
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…
Added 1 day ago
Assistant Manager, Trade Finance Operations - Global Transactions Banking - Toronto
Scotiabank
Toronto, ON
Support the TFO Manager with day-to-day Centre Operations, day-to-day operational controls, risk management and compliance including but not limited to preparing regular monthly and ad-hoc…
Added 1 day ago
Wealth Associate Sudbury
MD Financial Management | Gestion financière MD
Sudbury, ON · Greater Sudbury, ON
Full-time
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 1 day ago
PIA Client Service Associate
TD
Toronto, 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 1 day ago
Manager, Enterprise Portfolio Governance
Scotiabank
Toronto, ON
The Manager, Enterprise Portfolio Governance supports the day-to-day execution of enterprise portfolio governance practices within the Enterprise Delivery Office (EDO). Reporting to the…

PIA Client Service Associate

Owen Sound, ON, Canada

Job type: Full-time
Apply by: Oct 14, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Sep 29, 2026

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Original job description

Work Location:

Owen Sound, Ontario, 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 client reports. Deliver high-quality client service by responding to inquiries and identifying referral opportunities.

Requirements

Candidates should have 1-2 years of relevant experience and an undergraduate degree or community college diploma. Successful applicants must obtain an Investment Representative license with the Canadian Investment Regulatory Organization.

Skills

Administrative support
Client service
Investment knowledge
Communication skills
Relationship building
Documentation
Compliance
Marketing support
Reporting
Risk management
Attention to detail
Problem solving
Collaboration
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
CIRO
Investment Representative
Brokerage
Client Experience
Administrative Support
Financial Institutions
Compliance
Marketing Materials
Referral Opportunities
Account Documentation
Risk Management
Banking
Investment Products

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