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Added 18 mins ago
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Relationship Manager Business Markets Intern
RBC
Bathurst, NB
- Full-time
Completion of the RBC Banking Advisor training program, or the Associate Account Manager training program, or previous experience as a small business owner, or in a similar position at…
Added 18 mins ago
T
Senior Manager, Operational Resiliency Advisor
TD
Toronto, ON
- Full-time
Reporting directly to the Vice President, Resilience Management within Protect Platform, the Operational Resilience Advisor will act as the key voice of the resilience program while…
Added 18 mins ago
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Product Owner, Product management
Desjardins
Levis, QC · Montreal, QC
- Full-time
As Product Owner, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of products and services…
Added 18 mins ago
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Wealth Management Advisor
Desjardins
Sainte-Thérèse, QC · Caisse Desjardins Thérèse-De Blainville
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You…
Added 18 mins ago
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Regional Supervision Officer, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Ability to balance risk management with a practical understanding of advisor and client needs.
Added 31 mins ago
RD
Associate- EN
RBC Dominion Securities
Montreal, QC
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and compliant, and working with an…
Added 33 mins ago
Bilingual Advisor Support Associate
The Canada Life Assurance Company
Kingston, ON · London, ON · Ottawa, ON · ON · Montreal, QC · Pointe-Claire, QC · Mississauga Ontario, ON
Experience in an advisor support, client service, administrative, banking, wealth management, or financial services environment.
Added 33 mins ago
Advisor Support Associate
The Canada Life Assurance Company
Calgary, AB · Kingston, ON · London, ON · Ottawa, ON · ON · Mississauga Ontario, ON
Experience in an advisor support, client service, administrative, banking, wealth management, or financial services environment.
Added 33 mins ago
Solutions Architect, Professional Services
Bell
Quebec, QC
Our client is seeking a Solutions Architect to support the design and evolution of its technology ecosystem. Acting as a trusted advisor, you will be responsible for defining architectural…
Added 47 mins ago
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Manager, Enterprise
BrainStation
Toronto, ON
- Full-time
Track record of growing client relationships and contributing to commercial outcomes in a professional services or advisory context
Added 48 mins ago
BC
Senior Claims Advisor
BFL CANADA
Hamilton, ON · Toronto, ON
- Full-time
We are looking for a Senior Claims Advisor to join our team in our Toronto or Hamilton office!
Added 48 mins ago
RB
Client Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 48 mins ago
RB
Banking Advisor
Royal Bank of Canada
Hillsburg, MB
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 48 mins ago
RB
Senior Associate
Royal Bank of Canada
Richmond Hill, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 48 mins ago
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Project lead, Project management
Desjardins
Aurora, ON · Mississauga, ON · Toronto, ON
- Full-time
…you will help enhance operational efficiency, strengthen the client experience, and support DGIG's strategic and regulatory priorities. More specifically, you will be required…
Added 1 hour ago
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Operations Specialist
Purpose
Vancouver, BC
- Full-time
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…
Added 1 hour ago
R
Client Advisor
RBC
Vancouver, BC
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
R
Commercial Banking Advisor
RBC
Nanaimo, BC
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results oriented…
Added 1 hour ago
R
Associate
RBC
Vancouver, BC
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
R
Client Advisor
RBC
Ajax, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
UO
Senior Officer, Academic Administration
University of Ottawa
Ottawa, ON · Simard Hall
- Full-time
Reporting to the Senior Advisor, Program Management, serves as a first point of contact for students by receiving, acknowledging, anticipating and responding to various student requests and…
Added 1 hour ago
FH
Pharmacy Technician
Fraser Health
Surrey, BC
- Part-time
Get to know Lower Mainland Pharmacy Services:
Added 1 hour ago
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Senior Scrum Master
PLATO
Remote, Canada
- Contract
- Remote
Our 100% Canada‑based team brings deep experience in QA, software testing, and IT services, along with a shared commitment to collaboration, mentorship, and continuous improvement. We’re a…
Added 1 hour ago
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Managing Director, Head of Financial Engineering
BMO
Toronto, ON · FCP
- Full-time
This leader will partner with investment, risk, client, operations and technology stakeholders to identify, prioritize, design and deliver advanced analytical tools, data solutions and…
Added 1 hour ago
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Senior Relationship Manager
BMO
St. John's, NL
- Full-time
…million, our Relationship Managers are at the center of every client relationship, providing strategic guidance, industry insights, and tailored financial solutions that help businesses…

PIA Client Service Associate

AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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