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Added 13 mins ago
SC
Inside Sales Representative
Sego Canada Inc.
Lethbridge, AB
- Full-time
You are an exceptional Inside Sales Representative who has extensive experience in selling/servicing pumps, motors and various other equipment into the marketplace as well as communicating…
Added 13 mins ago
RR
Human Resources Manager
Red Road Recovery
Salmon Arm, BC
- Full-time
Manage all WorkSafeBC claims (Form 7s), acting as the employer representative for case management and appeals.
Added 13 mins ago
TE
Technical Sales Representative
The Euclid Chemical Company
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Minimum 5 years’ experience in construction product sales, with a focus on business development.
Added 14 mins ago
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Manager Primary Health Care
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…objectives of the SHA. The Manager supports strategy through the development and execution of operational and business plans, including cascading, monitoring, reporting, and course…
Added 14 mins ago
Cyber Security Advisor
Wawanesa Insurance
Calgary, AB · AB · Vancouver, BC · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Toronto, ON · ON · Montreal, QC · North York - Toronto, ON (Hybr, ON · Hybrid - Canada, ON · Edmonton, AB (Hybrid), AB
Contributes to the development of security guidelines, design patterns, standards, and best practices for use by Technology and Business Teams.
Added 14 mins ago
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Territory Manager, Ontario Public Sector
Hewlett Packard Enterprise
Mississauga, ON
- Full-time
This is a growth-oriented seller role focused on acquiring new business, developing white-space accounts, and expanding HPE Networking's presence across the Ontario Public Sector. The…
Added 14 mins ago
BB
Sales Representative
Bloomstar Bouquet
ON
- $45,000 to $50,000 CAD / year
- Full-time
We are seeking a customer-focused and organized Sales Representative to support customer service and sales activities across the business. Reporting directly to the Senior Business…
Added 14 mins ago
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Transition Coordinator - Pediatrics RN IV
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Winnipeg, MB
- $47.54 to $62.08 CAD / hour
- Full-time
…Pediatrics is a critical role in ensuring the success of St.Amant business and…
Added 14 mins ago
Financial Consultant - Ottawa
Scotiabank
Ottawa, ON
…initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal…
Added 29 mins ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
Assist in portfolio monitoring, analysis and rebalancing and support development of portfolio strategies and recommendations
Added 29 mins ago
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Business Development Manager, Senior
SGS
Calgary, AB
- Full-time
The Senior Business Development Manager leads strategic growth initiatives and plays a key role in shaping long-term business development strategies aligned with corporate objectives. In…
Added 29 mins ago
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Member Service Representative (Full-Time, Permanent) Selkirk
Access Credit Union
Selkirk, MB
- Full-time
Cross-sell all credit union products; solicit new members; foster business development through service excellence and product knowledge.
Added 43 mins ago
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Business Development Manager, Senior
SGS
Calgary, AB
- Full-time
The Senior Business Development Manager leads strategic growth initiatives and plays a key role in shaping long-term business development strategies aligned with corporate objectives. In…
Added 43 mins ago
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Data Center Solutions Architect - Sales Engineer
Vantage
Montreal, QC
- Full-time
The Solutions Engineering Department serves as the technical backbone of the sales organization, bridging customer business needs with the company’s technical capabilities and solutions.…
Added 43 mins ago
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SAS Consultant
TechDoQuest
Markham, ON
- Full-time
Conduct workshops with business and technical stakeholders to understand business processes, reporting requirements, and application dependencies.
Added 43 mins ago
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SAS Tech Lead
J&M Group
Markham, ON
- Contract
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Added 43 mins ago
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Manager, Export Trade
MSC Mediterranean Shipping Company
Montreal, QC
- Full-time
Represent MSC Canada at industry events, customer meetings, conferences, and business development activities.
Added 43 mins ago
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Manager, Export Trade
MSC Mediterranean Shipping Company
Mississauga, ON
- $75,000 to $84,000 CAD / year
- Full-time
Represent MSC Canada at industry events, customer meetings, conferences, and business development activities.
Added 43 mins ago
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Route Service Representative
Cintas Canada
Quebec, QC
- Full-time
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Added 44 mins ago
Sales Office Administrator
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East Gwillimbury, ON
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Added 44 mins ago
Sales - Sales Representative
Great Gulf Group
Orangeville, ON
…who live, work, and play in them. Today, our multi-faceted business spans commercial, mixed-use and residential development, construction management, software, engineering, panelized…
Added 44 mins ago
Sales Representative
Great Gulf Group
East Gwillimbury, ON
…who live, work, and play in them. Today, our multi-faceted business spans commercial, mixed-use and residential development, construction management, software, engineering, panelized…
Added 44 mins ago
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Senior FCRM Testing Analyst - PCT Validations (5325)
TD
Toronto, ON
- Full-time
…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…
Added 44 mins ago
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Assistant Manager - Market Development
Desjardins
L'Île-Perrot, QC · Caisse Desjardins de Vaudreuil-Soulanges
- Full-time
As a market development assistant manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and…
Added 44 mins ago
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Financial services Agent, Clientele
Desjardins
Quebec, QC · Caisse Desjardins de Limoilou
- Full-time
…and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients…

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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