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Added 8 mins ago
SW
Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham
Scotia Wealth Management
Markham, ON
- Full-time
…investment management offering. Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming…
Added 8 mins ago
L&
Sales and Rental Associate / Account Services Representative
Long & McQuade Musical Instruments
Ottawa, ON
- Full-time
Provide regular status reports to the Store Manager
Added 8 mins ago
TH
ASSOCIÉ(E) AUX VENTES - quicaillerie (Temps partiel) disponible en tout temps
The Home Depot Canada
Montreal, QC
- Part-time
Added 23 mins ago
TC
Assistant Store Manager Winners Homesense Luckakuck Way
TJX Canada – Winners, Marshalls, HomeSense
Chilliwack, BC
- $48,592.5 to $68,029.5 CAD / year
- Full-time
We’re looking for an Assistant Store Manager who is passionate about fostering an inclusive and supportive environment. In this role, you’ll empower your team to deliver unforgettable…
Added 23 mins ago
TC
Assistant Store Manager Winners Chinook Centre
TJX Canada – Winners, Marshalls, HomeSense
Calgary, AB
- $48,592.5 to $68,029.5 CAD / year
- Full-time
We’re looking for an Assistant Store Manager who is passionate about fostering an inclusive and supportive environment. In this role, you’ll empower your team to deliver unforgettable…
Added 53 mins ago
WC
(CAN) Stock Unloader Department Manager
Walmart Canada
Estevan, SK
- Full-time
…merchandise all in a safe and clean environment. This Department Manager will function as a lead of a team to strategically plan and execute duties based on workload and operational…
Added 53 mins ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Kamloops, BC
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 53 mins ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Williams Lake, BC
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 53 mins ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Kamloops, BC
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 53 mins ago
WC
(CAN) Front End Checkout Team Associate(Cashier)
Walmart Canada
Courtenay, BC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 53 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Winnipeg, MB
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 53 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Winnipeg, MB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 53 mins ago
FN
EDGE Program, Technical Sales & Consulting: Account Manager (Canada)
FAMU National Alumni Association
Brampton, ON
- Full-time
Flexible Work Schedule where you will work with your manager to enjoy a work schedule that can be flexible with your personal life.
Added 53 mins ago
WC
Dairy / Frozen Department Manager
Walmart Canada
Surrey, BC
- Full-time
Position Summary...A Dairy/Frozen Department Manager co-ordinates the merchandise and activities of Associates in a department(s) of a Wal- Mart store through modular integrity, perpetual…
Added 1 hour ago
Team Lead-Retail
Roots
Montreal, QC
…motivating the team to exceed goals. Reporting directly to the Store Manager, the Team Lead provides support and coverage to the Store and Assistant Managers in their absence. They model…
Added 1 hour ago
Sales Associate-Retail
Roots
London, ON
We are currently hiring for a Sales Associate. Reporting to the Store Manager, the Sales Associate plays a vital role in promoting our core values. The main objective of this position is to…
Added 1 hour 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 1 hour 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 2 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
St. Albert, AB
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 2 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Added 3 hours ago
TA
SALES ASSOCIATE - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Halton Hills, ON
- Part-time
Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…
Added 5 hours ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Dartmouth, NS
- Full-time
…and escalate cash or technical issues to the Customer Service…
Added 5 hours ago
SR
Sales Associate
Staples Retail
Yellowknife, NT
- Part-time
Calmly de-escalate and assist in complex customer situations to ensure their concerns are addressed effectively or refer to a manager/supervisor.
Added 6 hours ago
SG
Facility Maintenance and Warehouse Associate
Superior Glove
Halton Hills, ON
- $24 to $26 CAD / hour
Reporting to the Plant Manager, the Facility Maintenance and Warehouse Associate is responsible for maintaining the Acton facility and grounds, supporting production equipment maintenance,…
Added 6 hours ago
GD
DYNAMITE - Seasonal Sales Associate - Midtown Plaza
Groupe Dynamite
Saskatoon, SK
- Temporary
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…

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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