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Added 9 mins ago
GM
bread baker
Grey Matlock Bakery
Toronto, ON · Etobicoke, ON
- Full-time
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Added 9 mins ago
OH
Bilingual Care Coordinator, Temporary Full Time, Palliative, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
As a valued team member, your mission will be to help our patients be healthier at home, while you benefit from our supports for professional growth, personal wellness and work-life balance.
Added 9 mins ago
S
Financial Advisor, Investment & Retirement Planning - Cordova Bay Village
Scotiabank
Victoria, BC
- Full-time
…a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated…
Added 9 mins ago
MR
Mechanical Project Coordinator - Civil Construction
Maple Reinders
Charlottetown, PE
- $70,000 to $90,000 CAD / year
- Full-time
As a Mechanical Project Coordinator in our Civil division, you will have the opportunity to support our project team in delivering heavy civil and industrial-type projects. In addition,…
Added 9 mins ago
OH
Care Coordinator, Temporary Full Time, Palliative, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
As a valued team member, your mission will be to help our patients be healthier at home, while you benefit from our supports for professional growth, personal wellness and work-life balance.
Added 9 mins ago
TH
Commercial Operations Coordinator
Trudell Healthcare Solutions Inc.
London, ON
- Full-time
Our Company: Trudell Healthcare Solutions Inc. is a Canadian, family-owned clinical and service-oriented distributor providing unique, innovative products to select segments of the Canadian…
Added 9 mins ago
1H
1 Kitchen Host
1 Hotels
Toronto, ON
- $17.95 to $20.26 CAD / hour
- Part-time
…cleanliness and organization of the dining area, and supporting the service team to ensure a smooth and memorable dining experience. The role also involves answering menu questions,…
Added 9 mins ago
CC
Graphic Designer
CCS Creative
Toronto, ON
- Full-time
CCS Creative is a specialized creative agency dedicated exclusively to the restaurant, food service, and hospitality industry. As an agile, focused team, we partner directly with restaurant…
Added 9 mins ago
H
Customer Success Manager (CSM)
Helcim
Calgary, AB
- Full-time
As a member of the Success Team you will play a key role in helping people love Helcim. You will help new and get the most of the platform and act as the guide to their success; helping…
Added 9 mins ago
SH
Health Care Aide South West Edmonton
SE Health
AB · Edmonton, AB
- Temporary
The Health Care Aide is a key member of the care team who provides care for residents living in seniors living facilities using a client and family-centered approach that incorporates the…
Added 11 mins ago
SS
Director of Wellness
Sienna Senior Living
Uxbridge, ON
- Full-time
Ensure resident’s needs are assessed; develop service plans of care and determine corresponding care fees and team member requirements as applicable
Added 11 mins ago
ME
Professional Delivery Driver
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Sarnia, ON
- Full-time
At McDougall Energy, we believe every team member has a role in fulfilling our purpose. That's why we give our people the trust, support, and opportunities they need to do their best work.…
Added 11 mins ago
ME
Professional Delivery Driver
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St. Marys, ON
- Full-time
At McDougall Energy, we believe every team member has a role in fulfilling our purpose. That's why we give our people the trust, support, and opportunities they need to do their best work.…
Added 11 mins ago
E
Warehouse Associate
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Langley (District), BC · Langley, BC
- Full-time
Join a Team Where Your First Job is Just the Beginning. We believe in the power of our people’s success – and that every team member should have the opportunity to grow without limits.…
Added 11 mins ago
Customer Experience Associate - Rideau & William, Ottawa, ON (15 hours/week)
Scotiabank
Ottawa, ON
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide…
Added 11 mins ago
Financial Advisor, Investment & Retirement Planning - Cordova Bay Village
Scotiabank
Victoria, BC
…a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated…
Added 11 mins ago
Customer Experience Associate - Rideau & William, Ottawa, ON (15 hours/week)
Scotiabank
Ottawa, ON
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide…
Added 11 mins ago
Bilingual Translation Analyst
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…to the Onsite Search & Content Manager and is an affiliated team member of the Grainger Canada Merchandising…
Added 11 mins ago
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We are a proud member of the Sonepar Group, the world's largest privately-held electrical distributor. The Sonepar Group is present in more than 40 countries with over 45,000 employees. In…
Added 11 mins ago
MR
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Maple Reinders
Charlottetown, PE
- Full-time
As a Mechanical Project Coordinator in our Civil division, you will have the opportunity to support our project team in delivering heavy civil and industrial-type projects. In addition,…
Added 11 mins ago
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Added 11 mins ago
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Added 11 mins ago
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We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 11 mins ago
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Added 11 mins ago
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Demonstrated ability to work both independently with minimum supervision and as a team member.

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

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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