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Added 27 mins ago
SP
SVP, Canadian Strategic Sales
Salesforce Partner Canada
Toronto, ON
- Full-time
…operational excellence, and customer obsession. As a trusted advisor to customers and a strategic partner across Salesforce, this leader will advance the company’s market leadership and…
Added 27 mins ago
SP
Platform and Security Growth Business Account Executive
Salesforce Partner Canada
Toronto, ON
- Full-time
…responsible for achieving a dedicated quota for Platform Cloud product sales while establishing yourself as a trusted advisor to our customers. This is a Canada-based, quota-carrying role…
Added 43 mins ago
T
Senior Audit Group Manager, Financial Crimes COE(1011)
TD
Toronto, ON
- Full-time
Act as the lead audit advisor by providing guidance on emerging trends and issues to the senior leadership team to bring about meaningful improvements
Added 43 mins ago
T
Senior Manager, Audit Stakeholder Communications (900)
TD
Toronto, ON
- Full-time
This individual will demonstrate leadership and be a trusted advisor to all levels within the Audit Division, with a thoughtful and collaborative approach, and serve as a key resource for…
Added 43 mins ago
T
Senior Group Manager, Audit - Cybersecurity (ATH 1099)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 43 mins ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
…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…
Added 57 mins ago
T
Data Architect, Technology Data Management
TD
Toronto, ON
- Full-time
Partner with Data Product Managers to translate business requirements into scalable information models.
Added 57 mins ago
T
Senior Audit Manager, Quality Control Financial Crimes Audit (1140)
TD
Toronto, ON
- Full-time
Strategic advisor to leadership team on the management of the portfolio and financials, with deep industry, external / internal, enterprise knowledge, recognizing and anticipating emerging…
Added 57 mins ago
T
PIA Client Service Associate
TD
Regina, SK
- Full-time
…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…
Added 57 mins ago
T
Finance Manager
TD
Toronto, ON
- Full-time
Provide financial leadership and decision support for business initiatives, acting as a trusted advisor to business leaders and ensuring appropriate financial, accounting, and governance…
Added 57 mins ago
M
Senior Consultant, Launch and Commercialization
McKesson
Mississauga, ON · Montreal, QC
- Full-time
Provide external clients with strategic advice related to potential product market access, using PDCI internal data, client external data and McKesson internal data. This advice will inform…
Added 57 mins ago
C
Sr. Team Leader, Wealth Client Services
CIBC
Toronto, ON
- Full-time
…activities. Coach to ensure joint participation between each Advisor and Associates as it relates to monthly contact planning. Lead product knowledge meetings with the Private Wealth team.…
Added 1 hour ago
T
Governance & Control Intern/Co-op (Winter 2027)
TD
Montreal, QC
- Full-time
…TDBG uses for ensuringthe effective management of risk. The Advisor (Intern) constantly assesses and improves quality to address operational, regulatory, and financial risks. This position…
Added 1 hour ago
VC
Inside Sales Representative
Viessmann Climate Solutions
Langley (District), BC · Langley, BC
- $33,000 to $83,000 CAD / year
- Full-time
Guide & Consult: Act as a trusted advisor - guiding customers on product selection, pricing, and availability while crafting tailored sales quotations.
Added 1 hour ago
C
Mobile Mortgage Advisor – Bilingual
CIBC
Montreal, QC · Saint-Laurent-Place Vertu
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 1 hour ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
…(e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a…
Added 1 hour ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
…projects deliver measurable business value, enhance client and advisor outcomes, and support the achievement of investment program objectives. Oversees the full project lifecycle, balancing…
Added 1 hour ago
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International Trade Compliance Consultant
Apotex Inc.
Toronto, ON · North York, ON
- $72,284 to $101,198 CAD / year
- Full-time
…of choice for the Americas for pharmaceutical licensing and product…
Added 2 hours ago
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Full Time - MEC Advisor (Downtown Location)
MEC
AB · Edmonton, AB
- Full-time
…to try new things and plan new adventures – and as a store Advisor, you’ll be there to help make it all…
Added 3 hours ago
D
Account Manager, Business
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC · Complexe Desjardins Montréal
- Full-time
…your line of business. You lead, influence and serve as expert advisor to clients and practitioners. You have considerable leeway and many opportunities to establish and negotiate product…
Added 3 hours ago
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Customer Success Manager
Amadeus
Ottawa, ON
- Full-time
…retention, and growth opportunities while serving as a trusted advisor to key customer…
Added 4 hours ago
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Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
…projects deliver measurable business value, enhance client and advisor outcomes, and support the achievement of investment program objectives. Oversees the full project lifecycle, balancing…
Added 4 hours ago
MF
Business Development Manager
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 4 hours ago
MF
Business Development Manager
Mackenzie Financial Corporation
Vancouver, BC
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 4 hours ago
MF
Business Development Manager (Asian Services)
Mackenzie Financial Corporation
Vancouver, BC
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…

PIA Client Service Associate

Regina, SK, Canada

Full-time

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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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