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Added 1 min ago
RY
Senior Bookkeeper
Royal York Property Management
Toronto, ON
- $65,000 to $80,000 CAD / year
- Full-time
Accounting, Accounting & Finance, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Operations, General Ledger Accounting, Payroll
Added 1 min ago
E
Contrôleur Financier - CPA et expérience dans le domaine immobilier requis.
Exceleris
Brossard, QC
- Full-time
Act as a financial business partner to operations and key stakeholders.
Added 1 min ago
KR
Junior Finance Controller
Kassen Recruitment
Mississauga, ON
- $95,000 to $100,000 CAD / year
- Full-time
…reporting and gain broader exposure to commercial decision-making, operations, and business…
Added 1 min ago
RY
Senior Bookkeeper
Royal York Property Management
Mississauga, ON
- $65,000 to $80,000 CAD / year
- Full-time
Accounting, Accounting & Finance, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Operations, General Ledger Accounting, Payroll
Added 1 min ago
RY
Senior Bookkeeper
Royal York Property Management
Newmarket, ON
- $65,000 to $80,000 CAD / year
- Full-time
Accounting, Accounting & Finance, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Operations, General Ledger Accounting, Payroll
Added 1 min ago
RE
IAM Policy, Controls and Compliance Metrics Manager
Randstad Enterprise
Montreal, QC
- Full-time
5+ years of experience in strategy, operations, management consulting, governance, risk management, or a related
Added 1 min ago
RY
Senior Bookkeeper
Royal York Property Management
Vaughan, ON
- $65,000 to $80,000 CAD / year
- Full-time
Accounting, Accounting & Finance, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Operations, General Ledger Accounting, Payroll
Added 3 mins ago
Underwriting Associate (Engineering & Construction)
Swiss Re
Toronto, ON
This role is a part of a team of Underwriting Associates and Analysts, reporting into an Operations Lead, Canada. It requires high interaction and coordination with underwriting,…
Added 3 mins ago
Underwriting Associate (Property)
Swiss Re
Toronto, ON
This role is a part of a team of Underwriting Associates and Analysts, reporting into an Operations Lead, Canada. It requires high interaction and coordination with underwriting,…
Added 3 mins ago
C
Senior Analyst, Wood Gundy Staffing
CIBC
Toronto, ON
- Full-time
Operations – Verify and input data into Incentive Compensation Management system (ICM) to ensure monthly deductions for IA charges are correct and maintain data within system.…
Added 3 mins ago
BA
Sr. Financial Analyst
Brookfield Asset Management
Toronto, ON · Brookfield Place
- Full-time
Coordinate operational workflows relating to management fees, legal entity administration, intercompany activity, and fund operations across global finance teams
Added 3 mins ago
B
représentant en service client
BMO
Joliette, QC
- Part-time
Added 3 mins ago
Gestionnaire des services TI / IT Service Manager
mthree
Montreal, QC
…progresser rapidement leur carrière dans la technologie ou les opérations au sein d’organisations mondiales…
Added 3 mins ago
IS
Operations Quality Assurance Clerk I - ESC
Information Services Corporation ISC
Toronto, ON · Etobicoke
- Full-time
We are looking for a Temporary Operations Quality Assurance Clerk 1 to help with our continued growth and contribute to our future.
Added 16 mins ago
BG
Directeur- Gouvernance Fonds Mutuel
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Montreal, QC
- Full-time
…support oversight and decision-making. Processes may relate to operations, service, sales, supervision, and other dealer…
Added 16 mins ago
F
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Soutenir les opérations inter sociétés, le suivi des projets d’immobilisations (travaux en cours) et la capitalisation des actifs.
Added 16 mins ago
E
Director of Finance - Big 4 Profiles
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Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…improvement of accounting systems and controls. Works closely with operations and finance teams to ensure accurate reporting and efficient processes in a fast-paced…
Added 16 mins ago
UO
Executive Assistant, Development and Alumni
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Calgary, AB
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Added 16 mins ago
AP
Business Intelligence Engineer
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Work closely with stakeholders across Finance, Sales, Revenue Operations, Product Management, and other business functions to understand reporting needs.
Added 16 mins ago
AP
Senior Business Intelligence Engineer
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Collaborate with stakeholders from Finance, Revenue Operations, Sales, Product Management, and other business units to understand reporting and analytics needs.
Added 16 mins ago
GR
Senior Manager Finance Operations
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Abbotsford, BC
- $130,000 to $150,000 CAD / year
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Added 16 mins ago
SB
Branch Manager, Mississauga Branch
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Mississauga, ON
- Full-time
Improve team’s efficiency by coaching and recommending improvements to work practices, bank operations and processes related to customer experience
Added 16 mins ago
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Senior Specialist Procurement Category
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…measurable commercial value, support safe and reliable rail operations, and strengthen supplier performance across CN. Working within the category management framework, the role…
Added 16 mins ago
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Global Finance Shared Services Specialist | Contract until October 2027
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- Full-time
Maintain ongoing communication and relationship with banking partners to support card program operations and resolve issues efficiently
Added 18 mins ago
CC
Manager, Financial Services
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Experience with branch operations and retail compliance requirements

PIA Client Service Associate

Kamloops, BC, Canada

Full-time

Apply About employer

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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

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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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