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Added 35 mins 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 35 mins ago
RD
Associate Advisor
RBC Dominion Securities
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 1 hour ago
HM
Private Wealth Management Associate
Harris Mosset Private Wealth Management
Brandon, MB
- $60,000 to $90,000 CAD / year
- Full-time
- On-site
Position Overview We are seeking a dynamic and detail-oriented Associate to join our Private Wealth Management team in Brandon, MB. In this pivotal role, you will work closely with clients…
Added 4 hours ago
Customer Experience Associate - South Lethbridge, AB (26.25 hours/week) Contract- November, 2027
Scotiabank
Lethbridge, AB
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 7 hours ago
RD
Senior Associate
RBC Dominion Securities
Richmond Hill, ON
- Full-time
…working with the Advisor team in managing client portfolios and wealth management planning…
Added 7 hours ago
Customer Experience Associate - Algonquin Square, Sudbury, ON (30 hours/week)
Scotiabank
ON · Sudbury, ON
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 7 hours ago
Customer Experience Associate - Lawrence & Bathurst, Toronto, ON (26.25 hours/week)
Scotiabank
Toronto, ON · North York, ON
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 7 hours ago
Customer Experience Associate - Lawrence & Bathurst, Toronto, ON (18.75 hours/week)
Scotiabank
Toronto, ON · North York, ON
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 8 hours ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
…efficient and collaborative individual to join our leading wealth management firm as an EXPERIENCED Associate for a high-performing, fast paced portfolio advisory…
Added 8 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…efficient and collaborative individual to join our leading wealth management firm as an EXPERIENCED Associate for a high-performing, fast paced portfolio advisory…
Added 8 hours ago
RB
Senior Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
5 years of experience working in the Wealth Management industry
Added 8 hours 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 9 hours 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 9 hours 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 9 hours 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 9 hours ago
Customer Experience Associate, Regional Opportunities - Vancouver Island, BC
Scotiabank
Victoria, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 10 hours ago
Customer Experience Associate - Plaza Langelier, Montreal QC (30H/Week Temporary)
Scotiabank
QC · Saint-Leonard, QC
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 10 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…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…
Added 10 hours ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
…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…
Added 11 hours ago
RD
Senior Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
5 years of experience working in the Wealth Management industry
Added 11 hours ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 11 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 11 hours ago
RD
Associate- EN
RBC Dominion Securities
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 11 hours ago
RD
Senior Associate
RBC Dominion Securities
Richmond Hill, ON
- Full-time
…working with the Advisor team in managing client portfolios and wealth management planning…
Added 11 hours ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…

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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