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Added 16 mins ago
CF
Policy Service Coordinator
CI Financial
Toronto, ON
- Full-time
A Policy Service Coordinator is responsible for providing administrative and operational support related to the servicing of financial insurance policies. This role acts as a key liaison…
Added 16 mins ago
B
Commercial Insurance Advisor - IBU Service team
BrokerLink
Saint John, NB
- Full-time
We are looking for a Commercial Insurance Advisor to join our Commercial IBU Service team in New Brunswick!
Added 16 mins ago
B
Personal Insurance Sales Advisor
BrokerLink
Saint John, NB
- Full-time
We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.
Added 48 mins ago
Financial Advisor (Willoughby Branch)
First West
Langley (District), BC · Langley, BC
The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role…
Added 48 mins ago
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Business Succession Advisor
TD
Vancouver, BC
- Full-time
…protection to provide highly personalized advice, solutions and service to…
Added 48 mins ago
PE
HSE Administrator
Phasor Engineering Inc
Calgary, AB
- Full-time
Strong interpersonal, communication, and customer service skills.
Added 48 mins ago
UH
Timber-Tech Group of Companies - Account Manager
UpSourced HR
Calgary, AB
- Full-time
Position yourself as a trusted advisor and partner, not just a supplier
Added 48 mins ago
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Beauty Advisor - Flex
Sephora
Toronto, ON
- $18.2 to $21.4 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 48 mins ago
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Business Development Manager – Substation Services & Lifecycle Solutions
Hitachi
Montreal, QC · London, ON · AB · BC · (HE)Office_ON, Stoney Creek
- Full-time
The Business Development Manager is responsible for driving growth of the Substation Service, Modernization, and Lifecycle Management business across North America. The role focuses on…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Kenora, ON
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 hour ago
IW
Director Threat Intelligence
IG Wealth Management
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- Full-time
Serve as trusted advisor on the highest-complexity platform, infrastructure, and operational resilience issues across multiple teams.
Added 1 hour ago
IW
Director Threat Intelligence
IG Wealth Management
ON · Ontario, Canada
- Full-time
Serve as trusted advisor on the highest-complexity platform, infrastructure, and operational resilience issues across multiple teams.
Added 1 hour ago
FN
Funding Arrangements Advisor -Internal Only
First Nations Health Authority
Vancouver, BC · Metro Vancouver A, BC
- Full-time
As the Funding Arrangements Advisor, you will manage health service funding arrangements and provide outreach and consultation to a range of First Nations organizations. This role will…
Added 1 hour ago
PB
Senior Specialist, Payroll and Benefits
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Burnaby, BC
- Full-time
…competitive benefits and pension programs, and receive exceptional service throughout their employment…
Added 1 hour ago
JE
Senior Electrical Substation Engineer
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Calgary, AB
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In this role, you’ll serve as a technical lead and trusted client advisor, guiding project teams from concept and FEED through detailed design, construction, energization, and closeout…
Added 1 hour ago
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Mid-Market Account Executive, Montreal/Quebec City
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Montreal, QC
- Full-time
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Added 1 hour ago
Sr DevOps / Platform Developer
Stay22
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Screening call with our Talent Acquisition Advisor - virtual (30 minutes)
Added 1 hour ago
GE
student recruitment advisor
Global Era Immigration Services Private Limited
Surrey, BC
- Full-time
Role Description The Student Recruitment Advisor is a full-time, on-site role based in Surrey, BC. This position is responsible for advising prospective international and domestic students…
Added 1 hour ago
Senior Regional Insurance Manager, Omni Channel Distribution, Ontario
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Serve as a trusted advisor and subject matter expert for regional sales leaders and distribution partners.
Added 1 hour ago
Wealth Management - ScotiaMcLeod Internship/Co-op - Winter 2027 - Montreal
Scotiabank
Montreal, QC
The ScotiaMcLeod Internship is designed to provide co-op undergraduates with exposure to various elements of the full-service wealth management business. Interns play an integral role in…
Added 1 hour ago
Client Advisor, Personal Insurance, Client Assist Team
Acera Insurance Services Ltd.
Fort McMurray, AB
Committed to excellence in customer service and builds strong relationships at all levels
Added 2 hours ago
IF
Member Advisor
Innovation Federal Credit Union
Gull Lake, SK
- Full-time
We’re looking for a Member Advisor to join our team! This position is integral to the function of our organization, playing a critical role in our member service team. Candidates have…
Added 2 hours ago
CC
Financial Services Advisor I
Conexus Credit Union
Tisdale, SK
- Full-time
As a full-time Financial Services Advisor I (FSA I), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 2 hours ago
AC
Member Services Representative (Casual) - Cartwright Branch
Assiniboine Credit Union
Riverside, MB · Cartwright, MB
- Part-time
Reporting to the Manager, Member Service or Assistant Branch Manager, the Member Service Representative plays a key role in delivering a consistent and compelling member experience at ACU.…
Added 2 hours ago
RB
Banking Advisor
Royal Bank of Canada
Temiskaming Shores, ON
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry

PIA Client Service Associate

Kamloops, BC, Canada

Full-time

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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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