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Added 1 hour ago
T
PIA Client Service Associate
TD
Montreal, QC
- Full-time
…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…
Added 1 hour ago
B
Mortgage Specialist
BMO
Hamilton, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
B
Market Leader Financial Planning
BMO
Toronto, ON
- Full-time
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Added 1 hour ago
B
Mortgage Specialist
BMO
North Bay, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
B
Mortgage Specialist
BMO
Belleville, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
B
Mortgage Specialist
BMO
Waterloo, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
B
Mortgage Specialist
BMO
Peterborough, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
B
Mortgage Specialist
BMO
Sudbury, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
B
Mortgage Specialist
BMO
Sault Ste. Marie, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
B
Mortgage Specialist
BMO
Brantford, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
B
Mortgage Specialist
BMO
Cambridge, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
B
Mortgage Specialist
BMO
Kitchener, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
B
Mortgage Specialist
BMO
St. Catharines, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
B
Mortgage Specialist
BMO
Guelph, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
B
Financial Planner
BMO
Toronto, ON
- Full-time
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Added 2 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 4 hours ago
RM
Parts Technician
Rocky Mountain Equipment
Camrose, AB
- Full-time
Added 6 hours ago
WT
Finance Operations Manager
Water Treatment Equipment Co
Lloydminster, SK
- Full-time
As Finance Operations Manager, you will play a key leadership role in ensuring the financial strength, accountability, and sustainability that allows our team to deliver exceptional service…
Added 8 hours ago
W
Heavy Duty Technician - Fort McMurray Rotation
Wajax
Pasadena, NL
- Full-time
Communicate equipment servicing needs as required with Branch Supervisor/Manager.
Added 10 hours ago
MC
Retail Location Coordinator
Midwest co-operative services
Saugeen Shores, ON
- $21 to $25.5 CAD / hour
- Full-time
…Location Coordinator. Under the direction of the Retail Location Manager, the Retail Location Coordinator supports the daily operations of a single MCS retail location specializing in farm…
Added 10 hours ago
NB
Banking advisor
National Bank of Canada
Lavaltrie, QC
- Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 10 hours ago
VI
Branch Manager
VPI INC.
Hamilton, ON
- Up to $72,100 CAD / year
- Full-time
The Branch Manager is responsible for the day-to-day operation of the branch and for ensuring key performance indicators, as set out internally by the organization and by the government…
Added 10 hours ago
WG
Yard Supervisor
WGI Group
Tillsonburg, ON
- $60,000 to $70,000 CAD / year
- Full-time
Reporting to the Branch Manager, the Yard Supervisor leads daily yard operations, ensuring safe and efficient loading, unloading, shipping, receiving and team performance.
Added 10 hours ago
WG
Branch Manager
WGI Group
ON
- $90,000 to $125,000 CAD / year
- Full-time
Armtec Inc. is seeking an experienced and results-driven Branch Manager to lead our Guelph, Ontario facility.
Added 11 hours ago
C5
Finance Operations Manager
Culligan 525SK
Lloydminster, SK
- $45,000 to $65,000 CAD / year
- Full-time
As Finance Operations Manager, you will play a key leadership role in ensuring the financial strength, accountability, and sustainability that allows our team to deliver exceptional service…

PIA Client Service Associate

Regina, SK, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 17, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 2, 2026

Original job description

Work Location:

Regina, Saskatchewan, 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 identifying referral opportunities while adhering to compliance and risk management policies.

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

Skills

Administrative support
Client service
Investment product knowledge
Documentation preparation
Relationship building
Communication skills
Compliance adherence
Risk management
Marketing material maintenance
Data analysis
Referral management
Attention to detail

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development programs
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Representative
CIRO
Administrative Support
Client Service
Banking
Investment Products
Compliance
Risk Management
Marketing
Financial Services
Relationship Management
Documentation
Referral Coding
Full-service Brokerage

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