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Added 9 mins ago
AC
Food Service Director
Aramark Canada
Burnaby, BC
- Full-time
Reporting to the General Manager, this leadership role is responsible for the overall delivery of essential support services, including Food Services, Environmental Services (Housekeeping),…
Added 9 mins ago
BC
Vice President, Counterparty Credit Risk / XVA Quant
BMO Capital Markets
Toronto, ON
- Full-time
BMO Capital Markets is a leading, full-service North American-based financial services provider, with over 2,700 professionals in 30+ locations around the world, including 20 offices in…
Added 39 mins ago
PL
Front of House and Hospitality Manager
People's Light
AB
- Full-time
People's Light's Front of House and Hospitality Manager holds a key internal and patron-facing role at an exciting moment of evolution for the organization. Reporting to the Associate…
Added 1 hour ago
HC
Charge Nurse
Health Careers Canada
Toronto, ON
- Full-time
…healthcare services that generate new revenue opportunities for UHN. Reporting to the Senior Manager, UHN Medical Solutions, the Clinical Coordinator will be a key member of the…
Added 1 hour ago
HC
Charge Nurse
Health Careers Canada
Toronto, ON
- Full-time
…healthcare services that generate new revenue opportunities for UHN. Reporting to the Senior Manager, UHN Medical Solutions, the Clinical Coordinator will be a key member of the…
Added 1 hour ago
HC
Responsibilities
Health Careers Canada
Toronto, ON
- Full-time
Reporting to the CSSO Manager, the full-time, temporary (until October 15, 2027) Clinical Operations Coordination Leader (COCL) will support the operation and coordination of both clinical…
Added 2 hours ago
KC
Project Manager, IT
KPMG Canada
Vaughan, ON
- Full-time
KPMG’s Information Technology Services department is looking for a Project Manager to be part of the Project Services team. The Project Services team provides project management, business…
Added 3 hours ago
TV
FINANCE MANAGER/CONTROLLER
Twin Valley Co-op Ltd
Birtle, MB
- Full-time
As Finance Manager/Controller, you are a strategic partner to the General Manager and Senior Leadership Team. This role is a key leadership position functioning as the senior finance leader…
Added 3 hours ago
A
Senior Associate - Investment Consulting
Aon
Toronto, ON
- Full-time
Prepare presentations on investment topics (e.g. investment fundamentals, manager selection and manager structure);
Added 3 hours ago
DH
Assistant Rooms Operations Manager
Delta Hotels and Resorts®
AB · Edmonton, AB
- Full-time
Operates all department equipment as necessary and reporting malfunctions.
Added 3 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 3 hours ago
AS
Sage Intacct Construction Implementation Specialist ($5000 Signing Bonus)
Asyma Solutions Ltd.
Canada
- Full-time
Understand how construction transactions flow through the business and financial system, including budget of record, commitments, cost capture, project financials, revenue and billing,…
Added 3 hours ago
K
Internal Project Controls PEY Student (Summer 2027)
Kinectrics
Toronto, ON
- Full-time
Preparing client reports such as monthly accruals, cashflow, and bi-weekly project financial summary reports.
Added 4 hours ago
V
Estimating Lead
voestalpine
Richmond, BC
- Full-time
Reporting to the Senior Manager, Estimating, the Estimating Lead performs the core estimating process by reviewing tender requirements and preparing accurate material and labour estimates…
Added 4 hours ago
B
Vice President, Counterparty Credit Risk / XVA Quant
BMO
Toronto, ON · FCP
- Full-time
BMO Capital Markets is a leading, full-service North American-based financial services provider, with over 2,700 professionals in 30+ locations around the world, including 20 offices in…
Added 4 hours ago
UO
Front Desk Clerk
University of Victoria
Victoria, BC
- Temporary
Reporting to the Manager, Conference and Customer Service, the Front Desk Clerk supports day and evening operations, seven days a week. In addition to providing customer service, the Front…
Added 4 hours ago
CO
Corporate Services Financial & Administration Manager
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Lethbridge, AB
- Full-time
As a strategic and experienced finance leader, the Corporate Services Financial & Administration Manager provides financial direction, analysis, and oversight that strengthen how the City…
Added 5 hours ago
LT
IT Service Professional
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Burnaby, BC
- Full-time
Working as part of our global IT team and reporting directly to the IT Service Manager at our Burnaby head office, your mission is to maintain peak operational workflow for our staff by…
Added 5 hours ago
Project Manager (Renewal)
Region of Waterloo
Kitchener, ON
Added 5 hours ago
Director, Water and Wastewater Infrastructure Management
Region of Waterloo
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Supervises a Manager of Hydrogeology and Water Programs; Manager of Engineering and Planning; Manager of Infrastructure and Program Planning; Manager of Development Engineering; and…
Added 5 hours ago
T
Business Systems Analyst II
TD
Toronto, ON
- Full-time
Supports the identification, maintenance, and reporting of traceability of system requirements
Added 5 hours ago
T
PIA Client Service Associate
TD
Kamloops, BC
- Full-time
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,…
Added 5 hours ago
B
Mortgage Specialist
BMO
Fort St. John, BC
- Full-time
Added 5 hours ago
C
Business Development Manager
Cisco
Ottawa, ON
- Full-time
Business Development Manager – Offsets, Industrial Participation, Industrial Cooperation, and Local Content
Added 5 hours ago
EI
Portfolio Manager
Ecolab Inc.
Calgary, AB
- Full-time
The Portfolio Manager leads a team of Technical Program Managers responsible for customer programs, NPIs, and strategic initiatives within a business vertical. This role drives portfolio…

PIA Client Service Associate

Montreal, QC, Canada

Full-time

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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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