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Added 12 mins ago
AC
Assistant Store Manager - (Virgin Plus: Korean Speaking); North York M2N 5X2
Axcellent Communications Inc.
Toronto, ON · North York, ON
- Full-time
Lead and Motivate: Coach and supervise the retail team to consistently achieve sales targets and deliver exceptional customer service.
Added 12 mins ago
CG
Food Service Supervisor Full Time
Compass Group Canada
ON
- Full-time
Assists the Manager on duty with the coordination of activities of associates within the food service department while maintaining the highest standards and levels of customer service.
Added 12 mins ago
EO
Manager, Canada Region
Entrepreneurs' Organization
Canada
- Full-time
…EO’s purpose is to move the world forward by unlocking the full potential of entrepreneurs. Since 1987, EO has helped entrepreneurs achieve transformational growth through the power of…
Added 12 mins ago
B
General Repair Technician
BGIS
Brockville, ON
- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 12 mins ago
TC
Graphic Designer & Brand Coordinator
Tourism Ch’illiwack
Chilliwack, BC
- Full-time
Customer service matters here, too. Tourism is ultimately about people, and we're looking for someone who genuinely enjoys working with them.
Added 12 mins ago
T
Engagement Manager
TEKsystems
Ottawa, ON
- $70,900 to $106,300 CAD / year
- Full-time
The Engagement Manager (EM) is a delivery leadership position within the TEKsystems Global Services (TGS) organization and responsible for managing one or more engagements or engagement…
Added 12 mins ago
AG
Business Intelligence Analyst
ATCO Group
Edmonton, AB
- Full-time
…complex data into meaningful insights. Reporting to the Senior Manager, Operational Accounting, you will be responsible for ensuring the accuracy and integrity of critical datasets,…
Added 26 mins ago
GN
Store Associate
Glenlyon Norfolk School
Victoria, BC
- $23 CAD / hour
- Part-time
Reporting to the Store Manager, the Store Associate supports the day-to-day operations of the School’s Gryphon Door, providing uniforms, school supplies and other specialty items to…
Added 26 mins ago
OC
Rep., II - Bilingual Cust Supt - OCI
Olympus Corporation
Richmond Hill, ON
- Full-time
The Customer Service Representative – Sales Level II in addition to continuing to be responsible for the daily functions of a Customer Service – Sales Level I will also be responsible to…
Added 26 mins ago
UI
Property Manager
unitiiPM Inc
Calgary, AB
- Full-time
Role Description The Property Manager is a full-time, on-site role based in Calgary, AB, responsible for the daily management and performance of residential and/or commercial properties.…
Added 57 mins ago
GO
Supervisor
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Manager of Operations, the Supervisor is responsible for employee supervision, training, onboarding, and scheduling. The position oversees daily program operations to…
Added 57 mins ago
CA
Resident Manager (Live-In)
Centurion Associates Inc
Gravenhurst, ON
- Full-time
A passion for excellence in customer service delivery;
Added 57 mins ago
TS
Store Associate
The Salvation Army in Canada
Ottawa, ON
- Full-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 57 mins ago
CA
Customer Service Representative (Part-Time)
Centurion Associates Inc
Waterloo, ON
- Part-time
Reporting to the Assistant General Manager, the Customer Service Representative is responsible for the professional administration and leasing of a Centurion Property Associates Inc. │The…
Added 57 mins ago
CR
Active Living Manager
COGIR Real Estate
Ottawa, ON
- Full-time
…our residents? Does motivating a team and delivering superior customer service excite you? Do you have experience and passion for inspiring and motivating adults to lead a life of…
Added 58 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Ottawa, ON · Vanier Thrift Store
- Full-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 58 mins ago
V
Branch Manager - West End
Vancity
Vancouver, BC
- Full-time
This is a Full-time, Permanent role supporting a small branch and based at our West End Community Branch (Branch 47) and will report directly to the Senior Regional Director, Inclusive…
Added 1 hour ago
FT
Automotive Tire Technician
Fountain Tire
Leduc, AB
- Other
Regular full time day shifts, with opportunities for overtime during our busy seasons (spring and fall)
Added 1 hour ago
A
Bar Manager - Social & Listening Room
AccorHotel
Banff, AB
- Full-time
The Bar Manager supports the Social General Manager in delivering the full bar vision, with a special focus on cocktail programs and the Listening Room experiences. You act as a barroom…
Added 1 hour ago
RT
SALES MANAGER
Regency Toyota Vancouver
Vancouver, BC
- Full-time
Strong communication and customer service skills
Added 1 hour ago
9
Account Manager, Client Services
9Letters
Vancouver, BC
- Full-time
Position Title: Account Manager, Client Services (Full time, Ongoing, Hybrid)
Added 1 hour ago
C
Administrative Support - Level II (Finance) (Telework/Hybrid)
CBC/Radio-Canada
Ottawa, ON
- Full-time
Excellent customer service skills and good team player.
Added 1 hour ago
PL
Safety and Security Guard
Pomeroy Lodging
Banff, AB
- Full-time
…acts as an ambassador to our guests regarding all aspects of customer service. Conveying a friendly, positive demeanor at all times is essential for this…
Added 1 hour ago
SH
Guest Service Agent | Part-time | The Westley Calgary
Silver Hotel Group
Calgary, AB
- Part-time
The Westley Calgary Downtown has an existing vacancy for a part-time Guest Service Agent. The position is responsible for ensuring positive interactions with guests at every encounter,…
Added 1 hour ago
PL
Safety and Security Guard
Pomeroy Lodging
Calgary, AB
- Full-time
…acts as an ambassador to our guests regarding all aspects of customer service. Conveying a friendly, positive demeanor at all times is essential for this…

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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