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Added 1 hour ago
DC
Associate, Client Service
DATA Communications Management Corp
Richmond Hill, ON
- $45,000 to $50,000 CAD / year
- Full-time
As an Associate, Client Service, you’ll play a key part in ensuring our clients receive outstanding support and seamless service, from onboarding new clients to managing ongoing requests…
Added 1 hour ago
GW
Associate Lawyer - Lending
Gowling WLG
Toronto, ON
- Full-time
Gowling WLG’s Toronto office is currently seeking a motivated Associate with 2-5 years of post-call Lending experience with a recognized law firm to join its Lending Group. The successful…
Added 1 hour ago
P
Transaction Services Senior Associate (Bilingual FR/EN)
PwC
Montreal, QC · Quebec, QC
- Full-time
As a Transaction Services Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and unlock your potential…
Added 2 hours ago
L&
Sales and Rental Associate / Account Services Representative
Long & McQuade Musical Instruments
London, ON
- Full-time
Added 2 hours ago
SW
Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham
Scotia Wealth Management
Markham, ON
- Full-time
…offering. Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming registered as an APM…
Added 2 hours ago
L&
Sales and Rental Associate / Account Services Representative
Long & McQuade Musical Instruments
Ottawa, ON
- Full-time
Added 3 hours ago
NF
Associate Underwriter, Transportation & Logistic
Northbridge Financial
Montreal, QC
- Full-time
- Other
What it’s like to be a Northbridge Associate Underwriter, Transportation & Logistic
Added 4 hours ago
T
PIA Client Service Associate
TD
Montreal, QC
- 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 4 hours ago
T
TDIP - Associate Director, Relationship Management
TD
Toronto, ON
- Full-time
The Associate Director, Relationship Management, Early-Stage is responsible for managing and growing a portfolio of founders, newly incorporated companies, accelerator graduates, and…
Added 4 hours ago
GC
Senior Investment Associate
Genara Capital
Toronto, ON
- Full-time
Role Description The Senior Investment Associate is a full-time, on-site role based in Toronto, ON. This role is responsible for conducting detailed financial analysis and building robust…
Added 5 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Added 6 hours ago
SM
Associate Director - Halifax
S M Software Solutions Inc
Halifax, NS
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 6 hours ago
SM
Associate Director - Halifax
S M Software Solutions Inc
Halifax, NS
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 6 hours ago
SM
Associate Director
S M Software Solutions Inc
Toronto, ON
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 6 hours ago
SM
Associate Director
S M Software Solutions Inc
Toronto, ON
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 6 hours ago
SM
Associate Director - Halifax
S M Software Solutions Inc
Halifax, NS
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 6 hours ago
SM
Associate Director
S M Software Solutions Inc
Toronto, ON
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 7 hours ago
WR
Front Desk Agent
Westin Resort and Spa Whistler
Whistler, BC
- Up to $21 CAD / hour
- Full-time
Follow basic accounting principles: collect, post, verify and be able to explain all charges on a guest’s room account
Added 7 hours ago
RD
Associate, Wealth Management - 18 month contract
RBC Dominion Securities
Mississauga, ON
- Full-time
The RBC Dominion Securities Branch located in Mississauga, ON is looking for an Associate to join the team in maintaining, developing and growing an Investment Advisor's business by…
Added 11 hours ago
Customer Experience Associate - Parc & Fairmount, Montreal, QC - 22.5 hours/week
Scotiabank
Montreal, QC
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 11 hours ago
B
Associate, Infrastructure AI
Brookfield
Toronto, ON
- Full-time
Added 15 hours ago
WC
(CAN) Asset Protection Operations Team Associate
Walmart Canada
Bowmanville, ON
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 16 hours ago
SJ
Associate Manager, FP&A and Tax
SC Johnson
Brantford, ON · CAN - Brantford
- Full-time
This role combines commercial FP&A business partnering with Canadian tax accounting and compliance responsibilities. The incumbent supports assigned Business and/or Customer portfolios…
Added 17 hours ago
FF
Associate Director, Finance
FPS Food Process Solutions Corporation
Richmond, BC
- Full-time
We are seeking an experienced and strategic Associate Director, Finance to join our Finance team. The successful candidate will be responsible for leading the Company's financial and tax…
Added 17 hours ago
AM
Financial Services Associate
Arc Mercer
Barrie, ON
- Part-time
We are presently accepting resumes for a Permanent Part-time Financial Services Associate to be responsible for the preparation and maintenance of financial information. Includes accounts…

PIA Client Service Associate

Montreal, QC, 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: Oct 2, 2026

Original job description

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

43 300 $/$43,300 - 56 700 $/$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):

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.

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More about this job

Responsibilities

Provide specialized administrative support to Investment Advisors, including documentation preparation and client account reporting. 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 products
Wealth management
Documentation preparation
Relationship building
Communication skills
Compliance
Risk management
Marketing support
Data analysis
Referral management

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 Advisor
Private Wealth
Banking
Administrative Support
CIRO
Investment Representative
Client Experience
Compliance
Risk Management
Marketing Materials
Financial Services
Portfolio Management
Client Relations
Referral Coding
Documentation
Reporting
Brokerage

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