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Added 4 mins ago
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Personal Insurance Sales Advisor
BrokerLink
Oakville, ON · Markham, ON · Newmarket, ON
- Full-time
We are looking for a Personal Insurance Advisor to join our sales team on a Permanent Full-Time basis!
Added 4 mins ago
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Personal Insurance Sales Advisor
BrokerLink
Halifax, NS
- Full-time
We are looking for a Personal Insurance Advisor to join our sales team and work out of our Halifax, NS office on a Permanent Full-Time Basis!
Added 4 mins ago
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Personal Insurance Advisor
BrokerLink
Sault Ste. Marie, ON
- Full-time
As a Personal Insurance Advisor, you’ll build trusted relationships with clients and tailor coverage solutions to protect what matters most. You will play an essential role in serving the…
Added 4 mins ago
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Entry Level Personal Insurance Advisor
BrokerLink
AB
- Full-time
We are looking for a Entry Level Personal Insurance Advisor to join our Sales Team in Edmonton, AB on a Permanent Full Time Basis!
Added 4 mins ago
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Commercial Insurance Advisor - IBU Service team
BrokerLink
Saint John, NB · Oromocto, NB · Moncton, NB
- Full-time
We are looking for a Commercial Insurance Advisor to join our Commercial IBU Service team in New Brunswick!
Added 4 mins ago
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Personal Insurance Advisor
BrokerLink
Halifax, NS
- Full-time
We are looking for a Personal Insurance Advisor to work in our Halifax, NS office on a permanent full-time basis and join our growing team!
Added 4 mins ago
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BL Position 407
BrokerLink
Tillsonburg, ON
- Full-time
We are looking for a Personal Insurance Advisor to join our growing team!
Added 4 mins ago
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Entry Level Personal Insurance Advisor
BrokerLink
AB
- Full-time
We are looking for an Entry Level Personal Insurance Advisor to join our growing Service Team in Edmonton, AB on a Permanent Full Time Basis!
Added 4 mins ago
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Personal Insurance Sales Advisor
BrokerLink
Saint John, NB · Moncton, NB
- Full-time
We are looking for a Personal Insurance Advisor to join our sales team on a permanent full-time basis and join our growing team!
Added 4 mins ago
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Entry Level Personal Insurance Advisor
BrokerLink
Calgary, AB
- Full-time
We are looking for an Entry Level Personal Insurance Advisor to join our growing Service Team in Calgary, AB on a Permanent Full Time Basis!
Added 4 mins ago
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Personal Insurance Advisor
BrokerLink
Toronto, ON
- Full-time
We are looking for a Personal Insurance Advisor to work in our Toronto, ON office on a permanent full-time basis and join our growing team!
Added 20 mins ago
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Content Development Specialist
Wellington-Altus
Winnipeg, MB · Toronto, ON · AB · Calgary, AB
- Full-time
Act as a change agent partnering on organizational projects with a focused-on advisor experience.
Added 20 mins ago
MC
Financial Services Associate, Contact Centre (Full-Time, Hybrid)
Meridian Credit Union
St. Catharines, Ontario
- $60,000 to $64,000 CAD / year
- Full-time
…products and services. In this role the Financial Services Advisor will be responsible for meeting and exceeding specific individual and team-based business goals. While providing the right…
Added 33 mins ago
IW
Product Specialist, Investment Products - Winnipeg, Toronto
IG Wealth Management
ON · Ontario, Canada
- Full-time
Acting as the central point of contact for the Investment Products team’s advisor and sales support mailboxes, the incumbent triages, tracks and coordinates timely and accurate responses…
Added 34 mins ago
Director, Media and Issues Management
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Toronto, ON
The Director, Media and Issues Management serves as Infrastructure Ontario's lead spokesperson and strategic advisor on media relations, issues management, and reputation management. The…
Added 34 mins ago
YU
Sessional Faculty, Theory, Bachelor of Science in Nursing - BScN Program
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Sackville, NB
- Part-time
Our community is vibrant and diverse. Many of our learners are adults balancing education with careers and personal commitments. Every member of our team - whether in teaching, operations,…
Added 49 mins ago
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St. John's, NL
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The Gathering Place is a community health centre located in downtown St. John's that provides a range of programs and services to individuals experiencing poverty, homelessness, food…
Added 49 mins ago
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Toronto, ON
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Added 1 hour ago
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- Full-time
…Director of Human Resources, this role serves as a trusted advisor to leaders, employees and union representatives, providing expert guidance on complex employee and labour relations…
Added 1 hour ago
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Tax Specialist, US Corporate Tax
KPMG Canada
Toronto, ON
- $80,613 to $106,000 CAD / year
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Added 1 hour ago
RJ
Senior Trust Advisor
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Victoria, BC · Vancouver, BC
- Full-time
Working as a member of our Estate & Trust Solutions Team the Senior Trust Advisor (STA) will report to the regional AVP, Estate & Trust Solutions. The successful candidate will be engaged…
Added 1 hour ago
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Manager Strategic Communications
Niagara Region
Thorold, ON
- $121,700 to $143,170 CAD / year
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…public relations, public affairs/relations, social marketing, community consultation and media relations; experience in a public sector/municipal environment is…
Added 1 hour ago
YU
Sessional Faculty, Theory, Bachelor of Science in Nursing
Yorkville University
Sackville, NB
- Full-time
Our community is vibrant and diverse. Many of our learners are adults balancing education with careers and personal commitments. Every member of our team - whether in teaching, operations,…
Added 1 hour ago
M
Business Development Advisor - Southern Alberta - Calgary
Mitacs
Calgary, AB
- Full-time
- Temporary
Business Development Advisor - Southern Alberta - Calgary
Added 1 hour ago
IF
Internal Wholesaler
iA Financial Group
Toronto, ON
- Full-time
…long-lasting relationships within the brokerage and dealer…

PIA Client Service Associate

Kamloops, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 24, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 5, 2026

Original job description

Work Location:

Kamloops, British Columbia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$43,300 - $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):

Sans Objet

Apply About employer

More about this job

Responsibilities

Provide specialized administrative support to Investment Advisors, including preparing documentation and creating reports for client accounts. Deliver high-quality client service by managing inquiries and ensuring adherence to compliance and risk management policies.

Requirements

Candidates should possess 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 knowledge
Documentation management
Relationship building
Communication skills
Compliance adherence
Risk management
Reporting
Marketing support
Data analysis
Attention to detail

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

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

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