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Added 31 mins ago
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Associate Wealth Advisor / Financial Planner
RBC
Vancouver, BC
- Full-time
As an Associate Wealth Advisor / Financial Planner you will work with a high performing Investment Advisor team and be responsible for providing proactive advice and support to our clients…
Added 31 mins ago
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Senior Associate
RBC
Vancouver, BC
- Full-time
5 years of experience working in the Wealth Management industry
Added 31 mins ago
R
Associate
RBC
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Vancouver is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.
Added 31 mins ago
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Associate
RBC
Vancouver, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 31 mins ago
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Associate Advisor
RBC
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 31 mins ago
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Client Experience Associate
RBC
Surrey, BC
- Full-time
The RBC Dominion Securities branch located in South Surrey is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team.
Added 3 hours ago
NA
Account Manager, Group Benefits
NFP, an Aon company (Canada)
Kitchener, ON
- Full-time
…will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and…
Added 4 hours ago
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Customer Experience Associate - Clarenville, NFLD - 18.75 hours/week
Scotiabank
Clarenville, NL
- Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 5 hours ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
…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…
Added 5 hours ago
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PIA Client Service Associate
TD
Regina, SK
- Full-time
…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…
Added 6 hours ago
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Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
Typically 7+ years of relevant experience in investment management, wealth management, product management, business transformation, strategy, project delivery, or a related field, and a…
Added 7 hours ago
MF
District Sales Associate
Mackenzie Financial Corporation
Calgary, AB
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 8 hours ago
RJ
Associate Financial Advisor/Financial Advisor
Raymond James
Vancouver, BC
- Full-time
Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our…
Added 8 hours ago
CL
Actuarial Analyst/Associate
Canada Life
Toronto, ON
- Full-time
This role may be filled at either the Actuarial Analyst or Actuarial Associate level. Placement will be determined based on the successful candidate's actuarial exam progress, experience,…
Added 8 hours ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
Typically 7+ years of relevant experience in investment management, wealth management, product management, business transformation, strategy, project delivery, or a related field, and a…
Added 8 hours ago
MF
District Sales Associate
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 8 hours ago
MF
District Sales Associate
Mackenzie Financial Corporation
Vancouver, BC
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 9 hours ago
DF
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary…
Added 9 hours ago
DF
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Reporting to a Senior Relationship Manager the Senior Associate will provide relationship management and analytical support in helping to grow existing relationships and develop net new…
Added 12 hours ago
Senior Customer Experience Associate - Radisson Branch, AB (15 hours/week)
Scotiabank
Calgary, AB
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 13 hours ago
EJ
Canada Registered Branch Associate Trainee
Edward Jones
Mississauga, ON
- Full-time
If you’re looking for a challenging and rewarding career, the Registered Branch Associate role at Edward Jones may be the right opportunity for you. Registered Branch Associates are…
Added 14 hours ago
RD
Administrative Assistant
RBC Dominion Securities
Coquitlam, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 14 hours ago
RD
Senior Associate
RBC Dominion Securities
Vaughan, ON
- Full-time
The RBC Dominion Securities branch located in Vaughan is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Senior Associate.
Added 15 hours ago
A
Retirement Associate - Canada Wealth Solutions (OPEB Valuations)
Aon
Toronto, ON
- Full-time
Retirement Associate - Canada Wealth Solutions
Added 15 hours ago
A
Retirement Associate - Canada Wealth Solutions (OPEB Valuations)
Aon
Vancouver, BC
- Full-time
Retirement Associate - Canada Wealth Solutions

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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