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Added 4 hours ago
Team Lead-Retail
Roots
Montreal, QC
Proven experience with POS management, daily banking procedures, and submitting timely reports;
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
As a trusted advisor, the Associate Director develops deep client relationships, delivers deposit, treasury, operational banking and credit solutions, and partners across TD to support…
Added 5 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 11 hours ago
PV
Sales Associate
Pet Valu
Ottawa, ON
- Part-time
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Added 16 hours ago
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Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…technical resources, and methodological tools to facilitate data operations across the full study lifecycle. Reporting to the Associate Director (scientific) and the CORE Manager…
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 18 hours ago
LC
Front Store Supervisor, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Halifax, NS
- Part-time
May be asked to perform clerical and banking duties
Added 18 hours ago
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Relationship Manager, Business Markets
RBC
Berthierville, QC · Joliette, QC
- Full-time
Manage risk and exercise due diligence in all banking procedures and develop appropriate action plans in response to concerns/risks
Added 18 hours ago
PV
Sales Associate
Pet Valu
Ottawa, ON
- Part-time
…and Total Pet and together we are one of the largest retail operations in North America dedicated to providing families with food and supplies for dogs, cats, companion birds, wild birds,…
Added 22 hours ago
GF
Customer Service Representative (Motivator) - Calgary Trinity Hills at Olympic Park
GoodLife Fitness
Calgary, AB
- Part-time
The Motivator role is critical to the success of our GoodLife Fitness Clubs. A Motivator is typically the first Associate a Member or Potential Member interacts with upon arrival to the…
Added 22 hours ago
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Customer Service Representative (Motivator) - Edmonton Southpark Centre
GoodLife Fitness
AB
- Part-time
The Motivator role is critical to the success of our GoodLife Fitness Clubs. A Motivator is typically the first Associate a Member or Potential Member interacts with upon arrival to the…
Added 23 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 23 hours ago
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Personal Banking Associate- Laval Centre-Ville (Full-time, 37.5h/week)
TD
Laval, QC
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…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 23 hours ago
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Personal Banking Associate Trainee
TD
AB · Leduc, AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 23 hours ago
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Toronto, ON
- Full-time
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Personal banking associate (Full time)- Val D'Or
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Val-d'Or, QC
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…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
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Personal Banking Associate
TD
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…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 23 hours ago
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Personal Banking Associate Trainee
TD
Okotoks, AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 23 hours ago
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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 23 hours ago
T
Personal Banking Associate Trainee - Repentigny
TD
Repentigny, QC
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 1 day ago
F
Mail Processing Associate II
FIS
Canada
- Full-time
Experience in financial services, securities operations, banking operations, or regulated business environments.
Added 1 day ago
Team Lead
Roots
Winnipeg, MB
Proven experience with POS management, daily banking procedures, and submitting timely reports;
Added 1 day ago
Senior Customer Experience Associate - Radisson Branch, AB (15 hours/week)
Scotiabank
Calgary, AB
…and supporting others. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey…
Added 1 day ago
A
Analyst/Associate, Corporate Banking, Structuring and Execution Team
ATB
Calgary, AB
- Full-time
As an Analyst / Associate on the Structuring and Execution team within Corporate Banking, ATB Cormark Capital Markets, you will provide critical underwriting support to the Directors,…

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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