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Added 14 mins ago
SC
Sales Associate
Staples Canada
Ottawa, ON · Nepean, ON
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 29 mins ago
HR
Spécialiste Skims-Temps plein
Holt Renfrew
Montreal, QC
- Full-time
The Specialist, Designated Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DSA) is also…
Added 29 mins ago
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Spécialiste en denim- Mode feminine-Temps plein
Holt Renfrew
Montreal, QC
- Full-time
The Specialist, Designated Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DSA) is also…
Added 59 mins ago
LC
Associate Product Manager
Loblaw Companies Limited
Brampton, ON
- Full-time
Added 1 hour ago
R
Relationship Manager, Business Markets
RBC
Berthierville, QC · Joliette, QC
- Full-time
…the local business market. Applying your mindset for external marketing and client acquisition, you will develop new business for RBC and deepen client relationships. Partnering with other…
Added 1 hour ago
P
Part-Time Sales Associate
Primerica
Toronto, ON
- Part-time
- Contract
…Exchange under PRI. As the largest independent financial services marketing organization in North America, our goal is to dominate the changing financial services landscape for Main Street…
Added 2 hours ago
AG
Inventory - Field Data Collector
Acosta Group
Fort Erie, ON
- Part-time
The Data Collection Associate is responsible for collecting and transmitting data gathered from designated retail stores primarily using a handheld device.
Added 6 hours ago
SI
Sales Associate
Staples Inc.
Calgary, AB
- Full-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 6 hours ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
…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…
Added 6 hours ago
T
PIA Client Service Associate
TD
Regina, SK
- Full-time
…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…
Added 6 hours ago
C
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
St. John's, NL
- Full-time
…investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new…
Added 7 hours ago
C
Associate Financial Advisor - Rouyn-Noranda
CIBC
Rouyn-Noranda, QC · Principale & Perreault
- 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…
Added 7 hours ago
C
Financial Associate CIBC Wood Gundy
CIBC
Toronto, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 7 hours ago
S
District Sales Manager
Sysco
Toronto, ON · Sysco Toronto
- Full-time
Lead a cross functional sales teams of Marketing Associates, Business Development Managers, Inside Marketing Associates, and Category Growth Specialists
Added 8 hours ago
GP
Associé Gestion des Partenariats / Partner Account Associate
Global Payments Inc.
Toronto, ON · Montreal, QC
- Full-time
Baccalauréat en administration des affaires, commerce, marketing ou dans un domaine connexe, combiné à la capacité d’évoluer efficacement dans un environnement dynamique et en constante…
Added 9 hours ago
TM
Area Parts & Service Manager - Quebec Zone
Toyota Motor Corporation
Quebec, QC · Toyota Canada Inc - Quebec Zone
- Full-time
limited to Toyota Service Marketing (TSM), and Total Quality Management (TQM).
Added 9 hours ago
SC
Sales Associate-Print&Services
Staples Canada
AB · Edmonton, AB
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 9 hours ago
C
Associate Vice President, Corporate Finance
Co-op
Saskatoon, SK
- Full-time
Federated Co-operatives Limited (FCL) is hiring an Associate Vice President, Corporate Finance on a permanent full-time basis within our Finance team. This position is a hybrid opportunity…
Added 10 hours ago
DF
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Assisting in the development and updating of investment related marketing materials, charts and scheduling reports.
Added 10 hours ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Winnipeg, MB
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 10 hours ago
CM
Performance Media Manager, Investment
Critical Mass
Toronto, ON
- Full-time
…They are the primary contributor to the development of the Associate(s), guiding them through the fundamentals of the planning process (inclusive of partner evaluation, negotiation,…
Added 10 hours ago
CM
Performance Media Associate, Planning
Critical Mass
Toronto, ON
- Full-time
Have relevant experience through work, internships, coursework, training, or projects in marketing, advertising, analytics, or a related area.
Added 10 hours ago
CM
Senior Performance Media Associate, Investment
Critical Mass
Toronto, ON
- Full-time
Critical Mass is hiring a Senior Performance Media Associate Investment to join our growing team. You will support the day-to-day execution of programmatic media campaigns and is an…
Added 10 hours ago
CM
Performance Media Associate, Planning
Critical Mass
Toronto, ON
- Full-time
Critical Mass is hiring a Performance Media Associate, Planning to join our growing team. As the Senior Performance Media Associate, Planning, you will support the execution, reporting, and…
Added 10 hours ago
CM
Senior Performance Media Manager, Investment
Critical Mass
Toronto, ON
- Full-time
…execution of client’s media strategy to maximize client business/marketing objectives. You must have in depth knowledge of all digital channels including display, programmatic, video,…

PIA Client Service Associate

Mississauga, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 12, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Sep 28, 2026

Original job description

Work Location:

Mississauga, 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.

The Scoleri Group Wealth Management is seeking a detail-oriented professional to support client service, portfolio administration, and operational excellence within a fast-paced investment advisory practice. The ideal candidate is proactive, collaborative, and comfortable managing multiple priorities while ensuring accuracy, compliance, and timely execution of client and team requests.

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 documentation preparation, portfolio administration, and client reporting. Deliver high-quality client service by responding to inquiries and identifying referral opportunities while maintaining strict compliance standards.

Requirements

Candidates should possess an undergraduate degree or community college diploma and must be licensed as an Investment Representative (IR) with the CIRO. 1–2 years of relevant experience in banking or administrative roles is required, along with strong communication and relationship-building skills.

Skills

Client service
Portfolio administration
Operational excellence
Investment advisory
Documentation
Compliance
Marketing support
Relationship management
Communication
Investment products
Wealth management
Administrative support
Risk management
Data analysis

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 Representative
CIRO
Portfolio Administration
Client Service
Banking
Compliance
Investment Products
Marketing Materials
Risk Management
Administrative Support
Financial Services
Relationship Management
Documentation
Referral Opportunities

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