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Added 18 mins ago
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Associate Portfolio Manager / Portfolio Manager (Saskatoon)
YouPotential
Calgary, AB
- Full-time
Job Board / Associate Portfolio Manager / Portfolio Manager (Saskatoon)
Added 34 mins ago
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Estate Planning Associate (Financial Security Advisor)
RBC
Montreal, QC
- Full-time
RBC Wealth Management Financial Services Inc. is currently seeking an Estate Planning Associate to join a well-established estate planning team. The team focuses on developing strategic…
Added 34 mins ago
UO
Registration and Administration Associate
University of British Columbia
Vancouver, BC · LOFF | City Square (CITYS)
- $4,443 to $4,668 CAD / month
- Full-time
This Registration and Administration Associate position supports the registration processes among all UBC CPD programs and provides external support to learners and administrative support…
Added 34 mins ago
UO
Finance Manager
University of British Columbia
Vancouver, BC · UBCV | University Services Building (USB)
- $8,087.08 to $12,117.08 CAD / month
- Full-time
The Finance Manager reports to the Associate Director, Facilities Finance, and works closely with Unit and Department directors, managers and administrators to provide strategic financial…
Added 34 mins ago
T
Personal Banking Associate Trainee
TD
Orleans, ON · Ottawa, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 34 mins ago
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Associate, Commercial National Accounts
TD
Montreal, QC
- Full-time
The Associate role is the natural entry point into CNA for individuals with previous commercial banking, accounting, advisory, or corporate treasury experience. The Associate can be…
Added 34 mins ago
T
Manager Cash Management, Associate - Commercial Banking
TD
Vancouver, BC
- Full-time
The Associate, Manager, Cash Management is an Associate training role, focusing on developing and preparing colleagues to progress into the Manager, Cash Management role - typically within…
Added 34 mins ago
T
Customer Experience Associate
TD
Oakville, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 34 mins ago
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Associate Financial Advisor
CIBC
Ottawa, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 48 mins ago
AP
Bilingual French Emergency Assistance Associate - 6-month contract
Allianz Partners
Canada
- $20.76 CAD / hour
- Contract
Added 50 mins ago
Senior Customer Experience Associate - Bloor & Yonge Branch (30 hours/week)
Scotiabank
Toronto, ON
Added 50 mins ago
Customer Experience Associate - Terrace Branch, BC(37.5Hours/Week)
Scotiabank
BC · Terrace, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 50 mins ago
Senior Customer Experience Associate - Cochrane Branch, AB (30 hours/week)
Scotiabank
Cochrane, AB
Added 50 mins ago
Customer Experience Associate - Vancouver Commercial Banking Centre, BC(18.75Hours/Week)
Scotiabank
Vancouver, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- Full-time
The RBC Dominion Securities Montréal Uptown branch is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
Added 1 hour ago
RB
Associate
Royal Bank of Canada
Laval, QC
- Full-time
The RBC Dominion Securities Laval branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
Added 1 hour ago
RB
Associate Advisor
Royal Bank of Canada
Laval, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 1 hour ago
RB
Associate Advisor
Royal Bank of Canada
Sherbrooke, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 1 hour ago
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Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 1 hour ago
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AI Solutions Architect
Hays
Toronto, ON
- Contract
Preferred certifications include Azure Solutions Architect Expert, Azure AI Engineer Associate, or Google Cloud Professional Machine Learning Engineer.
Added 1 hour ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 1 hour ago
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Associate Advisor
RBC
Vancouver, BC
- Full-time
The RBC Dominion Securities Inc. (“RBC DS”) Branch located in downtown Vancouver is looking for an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing…
Added 1 hour ago
UO
Administrative Coordinator
University of British Columbia
Vancouver, BC · UBCV | Henry Angus Building (ANGU)
- $4,732 to $4,972 CAD / month
- Full-time
Reports to the Associate Manager, Admissions and Operations. Receives direction from the Assistant Dean and other members of the R&A senior leadership team.
Added 1 hour ago
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Customer Experience Associate
TD
Ottawa, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Timmins, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…

PIA Client Service Associate

AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 16, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 7, 2026

Original job description

Work Location:

Edmonton, Alberta, 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, creating reports, and managing client communications. Ensure high-quality client service while adhering to compliance policies and risk management procedures.

Requirements

Candidates should possess an undergraduate degree or community college diploma and must obtain an Investment Representative (IR) license. 1-2 years of relevant experience in banking or administrative roles is required.

Skills

Administrative support
Client service
Investment products
Wealth management
Documentation preparation
Relationship building
Communication skills
Compliance requirements
Risk management
Marketing materials management
Data analysis
Referral management
Attention to detail
Problem solving
Collaboration

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 Representative
CIRO
Administrative Support
Client Service
Banking
Compliance
Investment Portfolio
Marketing
Risk Management
Financial Services
Brokerage
Documentation
Client Relations
Referral Coding
Investment Advisor
TD Wealth
Private Investment Advice

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