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Added 20 mins ago
Total Wealth Planner, Advanced Planning Services - Western Canada
Scotiabank
Calgary, AB
Contributes to the overall success of the Total Wealth Planning, APS, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are…
Added 20 mins ago
Financial Planning Practice Lead - Calgary/Vancouver
Scotiabank
AB · Calgary, AB
At Scotia Wealth Management, financial planning is more than a service – it’s a strategic approach to helping our clients achieve their goals while driving business results. The Financial…
Added 35 mins ago
W
Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
…better financial decisions. We combine expertise in investment management, financial planning, retirement, insurance, tax, and estate strategies to deliver a truly integrated wealth…
Added 35 mins ago
RB
Associate Advisor
Royal Bank of Canada
Moncton, NB
- 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…
Added 35 mins ago
RB
Director, New Accounts and Documentation
Royal Bank of Canada
Toronto, ON
- Full-time
…Key competencies include strategic knowledge of RBC Canada Wealth Management, industry standards expertise, cross-functional relationship management, and process, control and risk…
Added 48 mins ago
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Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
…better financial decisions. We combine expertise in investment management, financial planning, retirement, insurance, tax, and estate strategies to deliver a truly integrated wealth…
Added 1 hour ago
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Associate Advisor
RBC
Ottawa, ON
- 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…
Added 1 hour ago
SL
AVP, Corporate Underwriting Risk & Governance
Sun Life
Toronto, ON · ON · Ontario Telecommuters
- Full-time
…distribution strategies, and ensure alignment with corporate risk management objectives, with primary focus on our Asia business units and Private Wealth business. The role provides…
Added 1 hour ago
SL
Business Development Partner
Sun Life
Ajax, ON
- Full-time
· Develop advisor skills and capabilities through coaching in areas such as: prospecting, developing their holistic business practice, assessing opportunities for cross-selling, the sales…
Added 1 hour ago
Senior Manager, Strategic Portfolio Governance (English/Spanish), International Banking - Toronto
Scotiabank
Toronto, ON
As Senior Manager, Strategic Portfolio Governance, the incumbent will support the governance, management, and execution oversight of IB’s strategic investment portfolio, ensuring alignment…
Added 1 hour ago
Total Wealth Planner, Advanced Planning Services - Montreal, QC
Scotiabank
Montreal, QC
Contributes to the overall success of the Total Wealth Planning, APS, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are…
Added 1 hour ago
Business Advisor - Regional Opportunities - (Kelowna - Vernon) Southeast BC District
Scotiabank
Kelowna, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
RB
Associate Advisor
Royal Bank of Canada
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
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Administration Assistant, BMO Nesbitt Burns
BMO
Edmonton, AB · Enbridge
- Full-time
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Added 2 hours ago
R
Director, New Accounts and Documentation
RBC
Toronto, ON
- Full-time
…Key competencies include strategic knowledge of RBC Canada Wealth Management, industry standards expertise, cross-functional relationship management, and process, control and risk…
Added 2 hours ago
Bilingual (Fr/En) AML Specialist
The Canada Life Assurance Company
London, ON · Toronto, ON · Montreal, QC
…ownership, death claims, and other transactions related to Wealth products (non-registered seg-fund, annuity, and mutual fund polices/accounts) and Insurance products (Universal Life and My…
Added 2 hours ago
RB
Portfolio Advisor, Portfolio Construction & Practice Management
Royal Bank of Canada
Toronto, ON
- Full-time
…practical guidance. The ideal candidate has portfolio analysis and management experience as an Associate Advisor or Investment Advisor, with the ability to distill complex investment views…
Added 2 hours ago
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Wealth Advisor
RBC
Calgary, AB
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 2 hours ago
RD
Administrative Assistant
RBC Dominion Securities
Red Deer, AB
- 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…
Added 2 hours ago
RD
Associate
RBC Dominion Securities
Newmarket, 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 3 hours ago
R
Director, New Accounts and Documentation
RBC
Toronto, ON
- Full-time
…Key competencies include strategic knowledge of RBC Canada Wealth Management, industry standards expertise, cross-functional relationship management, and process, control and risk…
Added 3 hours ago
RD
Associate Advisor
RBC Dominion Securities
Moncton, NB
- 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…
Added 3 hours ago
RD
Wealth Advisor
RBC Dominion Securities
Calgary, AB
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 3 hours ago
Senior Manager, Advisor Deposit Services
Scotiabank
Toronto, ON
The Senior Manager, Advisor Deposit Services, contributes to the overall success of Advisor Deposits Services (ADS) within Retail Deposits and Investments in Canada and supports the…
Added 3 hours ago
Business Advisor- Upper Wentworth
Scotiabank
Hamilton, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

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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