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Added 7 hours ago
T
PIA Client Service Associate
TD
Kamloops, BC
- Full-time
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…
Added 11 hours ago
Customer Experience Associate-Polo Park Shopping Centre, Winnipeg, MB, 3months contract(30 hours/wk)
Scotiabank
Winnipeg, MB
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 11 hours ago
Customer Experience Associate - Lougheed Town Centre, Burnaby BC (11.25hrs/week)
Scotiabank
Burnaby, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 13 hours ago
IC
Commercial Financing - Analyst / Associate
Impact Commercial
North Vancouver, BC
- Full-time
…responsible for supporting both the financial analysis and associate needs of Impact Commercial’s commercial and construction mortgage…
Added 13 hours ago
Customer Experience Associate - Prince Albert, SK (18.75 hours/week)
Scotiabank
Prince Albert, SK
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 14 hours ago
MI
Senior Fund Accountant, Private Markets
MUFG Investor Services
Toronto, ON
- $72,000 to $105,600 CAD / year
- Full-time
…trustee services and depository to securities lending and other banking…
Added 15 hours ago
R
Director, Mid-Market Mergers & Acquisitions- EN
RBC
Montreal, QC
- Full-time
RBC’s Mid-Market M&A team advises private companies on divestitures, acquisitions, buyouts and carveouts. We are Canada’s largest dedicated Mid-Market M&A team within RBC’s Corporate Client…
Added 15 hours ago
MI
Senior Fund Accountant, Private Markets
MUFG Investor Services
Toronto, ON
- $72,000 to $105,600 CAD / year
- Full-time
…trustee services and depository to securities lending and other banking…
Added 15 hours ago
S
L'associé(e), Gestion de capital/Associate, Capital Management
Sagard
Montreal, QC
- Full-time
The Associate, Capital Management supports Sagard's capital markets and strategic growth agenda, working closely with senior leadership to advance the firm's equity story, capital-raising…
Added 15 hours ago
T
Associate Trust Officer
TD
London, ON
- Full-time
TD Wealth Private Wealth Management works with high-net-worth individuals and families to help them protect, manage, and transition their wealth across generations. Within Private Trust,…
Added 15 hours ago
JC
Private Equity Fund Administration Senior Associate
JPMorgan Chase & Co.
Toronto, ON
- Full-time
Set-up/maintain the books and records of Private Equity funds, including GP vehicles where applicable, in accounting database in line with terms and conditions of governing documents
Added 17 hours ago
R
Directeur / Directrice Fusions et Acquisitions, Marché Intermédiaire- FR
RBC
Montréal-Ouest, QC
- Full-time
RBC’s Mid-Market M&A team advises private companies on divestitures, acquisitions, buyouts and carveouts. We are Canada’s largest dedicated Mid-Market M&A team within RBC’s Corporate Client…
Added 17 hours ago
B
Associate Director, Deposits
BMO
Toronto, ON · FCP
- Full-time
The Associate Director, Deposits plays a critical role in supporting and advancing the Private Wealth Deposits business across both Private Banking and BMO Nesbitt Burns. This position…
Added 17 hours ago
Customer Experience Associate - Baie Verte, NFLD - 30 hours/week (275496)
Scotiabank
Baie Verte, NL
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 18 hours ago
Customer Experience Associate - Bovaird & Mountainash Branch (30 Hours/Week)
Scotiabank
Brampton, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 19 hours ago
ST
Senior Associate, Investor Services
SS&C Technologies
Toronto, ON · Mississauga, ON
- Full-time
Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms.
Added 19 hours ago
H
AI Solution Architect
Hays
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Developing secure AI solution patterns including RBAC, managed identities, private networking, observability, guardrails, and governance controls.
Added 20 hours ago
Senior Client Solutions Analyst - Real Estate Banking - Calgary, Alberta
Scotiabank
Calgary, AB
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 20 hours ago
RB
Director, Mid-Market Mergers & Acquisitions
Royal Bank of Canada
Montreal, QC
- Full-time
RBC’s Mid-Market M&A team advises private companies on divestitures, acquisitions, buyouts and carveouts. We are Canada’s largest dedicated Mid-Market M&A team within RBC’s Corporate Client…
Added 21 hours ago
Associate, Investment Counsel
Scotiabank
Toronto, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 21 hours ago
Senior Customer Experience Associate - Rockland, On (15h/week)
Scotiabank
Clarence-Rockland, ON · Rockland, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 22 hours ago
R
Director, Mid-Market Mergers & Acquisitions
RBC
Montreal, QC
- Full-time
RBC’s Mid-Market M&A team advises private companies on divestitures, acquisitions, buyouts and carveouts. We are Canada’s largest dedicated Mid-Market M&A team within RBC’s Corporate Client…
Added 1 day ago
NB
Director Commercial Banking
National Bank of Canada
Calgary, AB
- Full-time
Working in the Commercial Banking and Private Banking 1859 sector, you will join a team of professionals that supports business clients. You will also be surrounded by an ecosystem of…
Added 1 day ago
NB
Senior Account Manager Commercial Banking
National Bank of Canada
Calgary, AB
- Full-time
Working in the Commercial Banking and Private Banking 1859 sector, you will join a team of professionals that supports business clients. You will also be surrounded by an ecosystem of…
Added 1 day ago
W
AI Solution Architect
Workana
Remote, Canada
- Contract
- Remote
Establish agentic workflow patterns, network isolation, private endpoints, managed identities, token governance, and observability for AI workloads.

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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