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Added 3 hours ago
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Senior Associate, Institutional Sales
Clarity
Vancouver, BC
- $200,000 to $600,000 CAD / year
- Full-time
Clarity is redefining how private companies and their shareholders access liquidity. Through its institutional-grade platform, Clarity brings together buyers, sellers, and issuers to…
Added 3 hours ago
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Associate, Sales & Trading
Clarity
Vancouver, BC
- $120,000 to $240,000 CAD / year
- Full-time
A client-focused professional with 1–3 years of relevant experience, such as institutional sales/trading, investment banking, private equity, venture capital, investor relations, business…
Added 3 hours ago
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Associate Director, Institutional Sales
Clarity
Vancouver, BC
- $300,000 to $700,000 CAD / year
- Full-time
Bring 3–5 years of experience in investment sales, mutual fund sales, investment banking, venture capital, private equity, corporate development, or institutional sales and trading.
Added 3 hours ago
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PIA Client Service Associate
TD
Kingston, ON
- Full-time
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…
Added 4 hours ago
ML
Senior Litigation Lawyer
ME Law - Business Litigation Lawyers
Toronto, ON
- Full-time
Added 8 hours ago
Customer Experience Associate - Penticton, BC (15 hours/week)
Scotiabank
ON · Penticton, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 10 hours ago
S
Customer Experience Associate - Southland Mall, Winkler, MB (15 hours/week)
Scotiabank
Winkler, MB
- Full-time
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 12 hours ago
Customer Experience Associate - Clarenville, NFLD - 18.75 hours/week
Scotiabank
Clarenville, NL
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 14 hours ago
Customer Experience Associate - Southland Mall, Winkler, MB (15 hours/week)
Scotiabank
Winkler, MB
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 14 hours ago
S
Customer Experience Associate, Part-Time - Cold Lake, AB (18.75 Hours/Week)
Scotiabank
Cold Lake, AB
- Part-time
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 16 hours ago
Customer Experience Associate - MacLeod Centre Branch, AB (18.75 hours/week)
Scotiabank
Calgary, AB
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 17 hours ago
Customer Experience Associate - College Heights Branch, Prince George, BC(30Hours/Week)
Scotiabank
BC · College Heights, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 18 hours ago
FA
Associate, Investments and Asset Management
Forum Asset Management
Toronto, ON
- Full-time
2-4 years of experience in real estate acquisitions, investments or development, or in investment banking, valuation, lending or private equity with real estate exposure.
Added 18 hours ago
Customer Experience Associate - Park Royal Shopping Centre, West Vancouver BC (18.75hrs/week)
Scotiabank
West Vancouver, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 19 hours ago
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PIA Client Service Associate
TD
AB
- Full-time
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…
Added 21 hours ago
H
AI Solutions Architect
Hays
Toronto, ON
- Contract
…digital transformation initiatives across enterprise data, AI, banking integration, risk, finance, treasury, and AML…
Added 21 hours ago
Associate Private Banker - Toronto/Markham
Scotiabank
Toronto, ON · Markham, ON
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Added 21 hours ago
Customer Experience Associate - Yonge & St. Clair, Toronto, ON (22.5 hours/week)
Scotiabank
Toronto, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 22 hours ago
MH
Investment Associate - Infrastructure
Madison Hunt
Toronto, ON
- Full-time
Experience within investment banking, private equity, infrastructure investing, TMT or another relevant transaction-oriented environment
Added 22 hours ago
Customer Experience Associate - Terry Fox & Campeau (26.25)
Scotiabank
Ottawa, ON · Kanata, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 22 hours ago
Senior Credit Solutions Associate, Agriculture Banking - (Contract/Temporary Assignment)
Scotiabank
Stratford, ON
Join a dynamic Agriculture Banking team and play a key role in delivering exceptional service to commercial clients across Canada's agriculture sector. As a Senior Credit Solutions…
Added 22 hours ago
Customer Experience Associate - Whitehorse, YT (26.25 hours/week)
Scotiabank
Whitehorse, YT
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
NB
Wealth associate
National Bank of Canada
Montreal, QC
- Full-time
Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide…
Added 1 day ago
NB
Senior Account Manager, Commercial Banking
National Bank of Canada
Coquitlam, BC
- Full-time
Working in the Commercial Banking and Private Banking 1859 sector, you will join a team of professionals that supports business clients. You will also be surrounded by an ecosystem of…
Added 1 day ago
Customer Experience Associate - South Lethbridge, AB (26.25 hours/week) Contract- November, 2027
Scotiabank
Lethbridge, AB
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

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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