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Added 47 mins ago
IB
Associate Director, HBA Recruiting
IVEY BUSINESS SCHOOL FOUNDATION
London, ON
- $85,309 to $106,636 CAD / year
- Full-time
- Contract
The recruitment and admissions department at Ivey has several key purposes. Firstly, our main goal is to attract top-notch students who will contribute to the academic community and uphold…
Added 3 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Surrey, BC
- Full-time
The RBC Dominion Securities branch located in South Surrey is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team.
Added 5 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Surrey, BC
- Full-time
The RBC Dominion Securities branch located in South Surrey is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team.
Added 12 hours ago
WC
Analyst, Walmart Services - Seller Enablement
Walmart Canada
Mississauga, ON
- Full-time
…Walmart Marketplace ecosystem. This role partners closely with Business Development, Strategic Account Management, Operations, Product, Marketing, and other internal teams to communicate…
Added 12 hours ago
RD
Senior Associate
RBC Dominion Securities
Richmond Hill, ON
- Full-time
…invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and…
Added 13 hours ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
…invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and…
Added 13 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and…
Added 13 hours ago
RB
Associate
Royal Bank of Canada
Brossard, QC
- Full-time
…invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and…
Added 13 hours ago
W
Stocking 1 & 2 Coach
Walmart
Spruce Grove, AB
- Full-time
…direction and initiatives with a focus on the Total Store and OMNI business. Drives engagement, recognizes and rewards accomplishments and provides opportunities for professional growth.…
Added 13 hours ago
W
Analyst, Walmart Services - Seller Enablement
Walmart
Mississauga, ON
- Full-time
…Walmart Marketplace ecosystem. This role partners closely with Business Development, Strategic Account Management, Operations, Product, Marketing, and other internal teams to communicate…
Added 13 hours ago
W
Manager, Portfolio Management
Walmart
Mississauga, ON
- Full-time
This role coordinates and oversees licensee life cycle activities by building and maintaining relationships with key stakeholders. It supports plans and initiatives to meet business and…
Added 14 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
AB · Edmonton, AB
- $15 CAD / hour
- Full-time
…customer loyalty. The Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and…
Added 14 hours ago
WC
Stocking 1 & 2 Coach
Walmart Canada
Spruce Grove, AB
- Full-time
…direction and initiatives with a focus on the Total Store and OMNI business. Drives engagement, recognizes and rewards accomplishments and provides opportunities for professional growth.…
Added 14 hours ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Levis, QC
- Full-time
…customer loyalty. The Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and…
Added 14 hours ago
WC
(CAN) Customer Service Manager (Part Time)
Walmart Canada
Merritt, BC
- $15 CAD / hour
…customer loyalty. The Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and…
Added 14 hours ago
WC
Manager, Portfolio Management
Walmart Canada
Mississauga, ON
- Full-time
This role coordinates and oversees licensee life cycle activities by building and maintaining relationships with key stakeholders. It supports plans and initiatives to meet business and…
Added 14 hours ago
WC
Associate Graphic Designer
Walmart Canada
Mississauga, ON
- Full-time
The Associate Graphic Designer manages the development and ongoing maintenance of digital content catalogues and stock libraries. This role partners with key stakeholders across the…
Added 14 hours ago
JO
Territory Sales Manager Manitoba
JELD-WEN of Canada
Dufferin, MB
- Full-time
…maximizing sales with existing customers while actively pursuing new business opportunities. The ideal candidate will be a driven, customer-focused professional with strong presentation…
Added 14 hours ago
W
(CAN) Customer Service Manager (Part Time)
Walmart
Merritt, BC
- Part-time
…customer loyalty. The Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and…
Added 15 hours ago
T
Account Manager II
TD
Yorkton, SK
- 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 15 hours ago
T
Account Manager I
TD
Calgary, AB
- 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 15 hours ago
BO
Treasury Sales Associate
Bank of America
Toronto, ON
- Full-time
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an…
Added 15 hours ago
T
PIA Client Service Associate
TD
Markham, 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 15 hours ago
T
PIA Client Service Associate
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 15 hours ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development

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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