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Added 7 mins ago
TS
Store Manager
The Salvation Army in Canada
Saskatoon, SK
- Full-time
…goods (i.e., buying products from warehouse, tracking costs associate with product,…
Added 7 mins ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
…to join our leading wealth management firm as an EXPERIENCED Associate for a high-performing, fast paced portfolio advisory…
Added 23 mins ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…to join our leading wealth management firm as an EXPERIENCED Associate for a high-performing, fast paced portfolio advisory…
Added 23 mins ago
RB
Senior Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…for an experienced, self-motivated and collaborative Senior…
Added 23 mins ago
RB
Associate Director & Senior Counsel
Royal Bank of Canada
Toronto, ON
- Full-time
The RBC Capital Markets Law Group is seeking to staff a securities lawyer in an Associate Director & Senior Counsel position to support the Investment Banking and Global Markets trading…
Added 23 mins ago
RB
Associate
Royal Bank of Canada
Brossard, QC
- Full-time
The RBC Dominion Securities Brossard branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
Added 37 mins ago
W
Préposé de soutien des bureaux
Walmart
Montreal, QC
- Part-time
Working as an Office Support Associate at Walmart Canada is a great opportunity to build valuable skills in retail operations and customer service. In this role, you support store success…
Added 52 mins ago
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Manager, Portfolio Management
Walmart
Mississauga, ON
- Full-time
Demonstrates and encourages respect for others; drives a positive associate and customer experience for all; embraces differences in people, cultures, ideas, and experiences; supports…
Added 52 mins ago
T
Customer Experience Associate
TD
Langley (District), BC
- 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 52 mins ago
T
Customer Experience Associate
TD
Sault Ste. Marie, 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
VI
Associate, Investments
Vital Infrastructure Property Trust
Toronto, ON
- $115,000 to $125,000 CAD / year
- Full-time
Added 1 hour ago
WC
Asset Protection Operations Team Associate
Walmart Canada
Olds, AB
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 1 hour ago
WC
Préposé de soutien des bureaux
Walmart Canada
Saint-Léonard, NB · St Leonard, NB
- Full-time
Position Summary...Working as an Office Support Associate at Walmart Canada is a great opportunity to build valuable skills in retail operations and customer service. In this role, you…
Added 1 hour ago
SP
Accounts Payable Specialist
SPS PoolCare
Burlington, ON
- Full-time
Associate’s degree or equivalent in Accounting, Finance, and/or related field preferred. Equivalent related work experience or combination of experience and education may be considered in…
Added 1 hour ago
S
Customer Experience Associate, Part-Time - Millwoods Town Centre, Edmonton, AB (22.5 Hours/Week)
Scotiabank
Edmonton, AB
- Part-time
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
S
Customer Experience Associate, Part-Time - Unity Square Branch, Edmonton, AB (18.75 Hours/Week)
Scotiabank
Edmonton, AB
- Part-time
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
S
Customer Experience Associate, Part-Time - Red Deer Main Branch, AB (30 Hours/Week)
Scotiabank
Red Deer, AB
- Part-time
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
Customer Experience Associate, Regional Opportunities - Vancouver Island, BC
Scotiabank
Victoria, BC
Added 1 hour ago
TC
Senior Manager, Portfolio
Travelers Capital Corp
Calgary, AB
- $100,000 to $125,000 CAD / year
- Full-time
…scalability of Travelers Capital. This role will sit between the associate level and senior leadership, providing mentorship, skill development to the associates, while providing support…
Added 1 hour ago
W
Asset Protection Operations Team Associate
Walmart
Olds, AB
- Full-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 2 hours ago
TC
Senior Manager, Portfolio
Travelers Capital Corp.
Calgary, AB
- $100,000 to $125,000 CAD / year
- Full-time
…scalability of Travelers Capital. This role will sit between the associate level and senior leadership, providing mentorship, skill development to the associates, while providing support…
Added 2 hours ago
T
Account Manager II
TD
Yorkton, SK
- Full-time
Added 2 hours ago
T
Account Manager I
TD
Calgary, AB
- Full-time
3+ years of relevant experience and/or Associate Program
Added 2 hours ago
T
Personal Banking Associate-1
TD
AB · St. Albert, AB
- 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 2 hours ago
C
Associate, Supervision & Governance
CIBC
Toronto, ON
- Full-time
As an Associate, Supervision & Governance, you will play a key role in the transaction monitoring and oversight of CIBC's Global Correspondent Banking franchise. Working closely with senior…

PIA Client Service Associate

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 12, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 8, 2026

Original job description

Work Location:

Toronto, Ontario, 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 documentation preparation and client account reporting. Deliver high-quality client service by managing inquiries, identifying referral opportunities, and ensuring compliance with all regulatory requirements.

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 product knowledge
Documentation preparation
Relationship management
Compliance adherence
Communication skills
Risk management
Data analysis
Marketing support
Referral management
Wealth management

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 Experience
Banking
Compliance
Investment Products
Portfolio Management
Financial Services
Risk Management
Marketing Materials
Referral Coding
Account Documentation
Customer Service

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