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Added 5 mins ago
VM
Sales Associate
Vantage Marketing Canada
Windsor, ON
- Full-time
Role Description The Sales Associate is a full-time, on-site role based in Windsor, ON, responsible for promoting pest control services to residential and commercial customers. Day-to-day…
Added 20 mins ago
TH
Asset Protection Specialist: Full Time - STRAWBERRY HILL SURREY
The Home Depot Canada
Surrey, BC
- Full-time
…processes, address malicious activity concerns, and prioritize associate and customer safety while staying aligned with store…
Added 20 mins ago
TH
SPÉCIALISTE, PROTECTION DES RESSOURCES
The Home Depot Canada
Surrey, BC
- Full-time
…processes, address malicious activity concerns, and prioritize associate and customer safety while staying aligned with store…
Added 21 mins ago
Seasonal Retail Sales Associate, Gander Mall
Bell
Gander, NL
We recognize your hard work through incentives and employee discounts on services
Added 35 mins ago
TH
Flooring Sales Associate: Part Time - Shawnessy
The Home Depot Canada
Calgary, AB
- Part-time
Discuss available options (good, better, best) and suggest related items/services outside of department that the customer may need
Added 1 hour ago
TC
Retail Store Coordinator Full Time Marshalls - CrossIron Mills Mall
TJX Canada – Winners, Marshalls, HomeSense
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
T
Customer Experience Associate
TD
Niagara Falls, ON
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 1 hour ago
TC
Retail Store Associate Part Time Marshalls/HomeSense-SouthTrail Crossing
TJX Canada – Winners, Marshalls, HomeSense
Calgary, AB
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
TC
Retail Store Coordinator Winners – Bolton Square
TJX Canada – Winners, Marshalls, HomeSense
Bolton, ON
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
TC
Retail Store Associate Part Time Marshalls-Hillside Mall
TJX Canada – Winners, Marshalls, HomeSense
Victoria, BC
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
TC
Retail Store Associate Part-Time Seasonal - Winners-Toronto Eaton Centre
TJX Canada – Winners, Marshalls, HomeSense
Toronto, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
TC
Retail Store Associate Temporary Part Time HomeSense - Crombie Mall
TJX Canada – Winners, Marshalls, HomeSense
North Bay, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 2 hours ago
WC
(CAN) Cashier
Walmart Canada
AB · Edmonton, AB
- Full-time
…skills in the retail industry. A Cashier provides exemplary customer service during the checkout process to drive customer loyalty. A Cashier is a total loss champion, protecting company…
Added 2 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
AB · Edmonton, AB
- $15 CAD / hour
- Full-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 2 hours ago
WC
(CAN) Fashion Associate
Walmart Canada
AB · Edmonton, AB
- Full-time
Position Summary...Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that…
Added 2 hours ago
WC
Consumables Associate
Walmart Canada
Kitchener, ON
- Full-time
Position Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service…
Added 2 hours ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Maple Ridge, BC
- Full-time
…Canada offers a great opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing…
Added 2 hours ago
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(CAN) Consumables Associate
Walmart Canada
Tsawwassen, BC
- Full-time
Position Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service…
Added 2 hours ago
WC
(CAN) Produce Team Lead
Walmart Canada
Hamilton, ON
- Full-time
Providing excellent Customer Service by greeting all customers in a polite and friendly manner, assisting customers by promoting products/services, locating merchandise and making purchase…
Added 2 hours ago
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(CAN) Fashion Team Lead
Walmart Canada
Hamilton, ON
- Full-time
Providing excellent Customer Service by greeting all customers in a polite and friendly manner, assisting customers by promoting products/services, locating merchandise and making purchase…
Added 2 hours ago
FS
School Bus Driver - Enchant, AB
First Student
Enchant, AB
- Internship
Previous experience as a teacher, commercial driver, social worker, classroom assistant, hospitality worker, or customer service or retail associate.
Added 3 hours ago
TT
Retail Store Coordinator Full Time Marshalls - CrossIron Mills Mall
The TJX Companies, Inc.
AB
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 3 hours ago
TT
Retail Store Associate Temporary Part Time HomeSense - Crombie Mall
The TJX Companies, Inc.
North Bay, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 3 hours ago
OR
Wireless Sales Associate - 3183 Cranbrook
OSL Retail Services Inc
Cranbrook, BC
- Other
Wireless Sales Associate | Full-Time 3183 Cranbrook, Calgary, AB
Added 3 hours ago
SI
Wireless Sales Consultant
Staples Inc.
Sudbury, ON
- Part-time
As a Wireless Sales Consultant, you are a champion of the customer experience in the wireless department. You enable our work, learn, and grow culture for our customers and associates.…

PIA Client Service Associate

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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