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Added 11 mins ago
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Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You…
Added 11 mins ago
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Personal Finance Advisor
Desjardins
Sherbrooke, QC · Caisse Desjardins du Nord de Sherbrooke
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 11 mins ago
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Administrative Assistant
CIBC
Sidney, BC
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 11 mins ago
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BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION AND STRATEGY - Montreal
BDC
Montreal, QC
- Full-time
…medium-sized businesses across Canada. As a Senior Business Advisor, you lead and deliver high-value advisory engagements that help entrepreneurs strengthen financial performance, improve…
Added 25 mins ago
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Senior Marketing Advisor
CPCS
Toronto, ON
- $85,000 to $98,000 CAD / year
- Full-time
Turn expertise into market influence. Use client and market insight to sharpen how CPCS positions its services, builds thought leadership, raises leader visibility and pursues meaningful…
Added 25 mins ago
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Graphic Designer
Leadervest
Toronto, ON
- Full-time
Our client is looking for a talented Graphic Designer to join their growing marketing team. This is an exciting opportunity for a creative professional who can bring complex investment…
Added 41 mins ago
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Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 55 mins ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Calgary, AB
- Full-time
…will serve as a recognized technical authority and strategic advisor, leading some of the most complex and high-profile mining projects across Western Canada and beyond. You will provide…
Added 55 mins ago
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BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION AND STRATEGY - Montreal
BDC
Montreal, QC
- Full-time
…medium-sized businesses across Canada. As a Senior Business Advisor, you lead and deliver high-value advisory engagements that help entrepreneurs strengthen financial performance, improve…
Added 55 mins ago
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Gestionnaire bilingue, Conformité/Bilingual Compliance Manager
Altis
Montreal, QC
- $87,500 to $105,000 CAD / year
- Full-time
Altis Recrutement collabore avec une importante organisation canadienne du secteur des services financiers afin de recruter un(e) Gestionnaire bilingue, Conformité. Cette opportunité…
Added 55 mins ago
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Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
…Senior Customer Success Manager, Defence acts as a trusted advisor to senior DND stakeholders, leads multi-year customer success strategies, and orchestrates cross-functional teams to…
Added 55 mins ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
…engagement. The Senior Customer Success Manager acts as a trusted advisor to senior stakeholders, leads multi‑year customer success strategies, and orchestrates cross‑functional teams to…
Added 55 mins ago
NB
Banking Advisor
National Bank of Canada
Mascouche, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 55 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Amherst, QC · Saint-Rémi-d’Amherst, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
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Client Advisor
RBC
Cornwall, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
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Damage Insurance Agent (Bilingual)
RBC
Beaconsfield, QC · Beauharnois, QC · Beloeil, QC · Blainville, QC · Boucherville, QC · Brossard, QC · Candiac, QC · Chambly, QC · Châteauguay, QC · Côte-Saint-Luc, QC · Dollard-Des Ormeaux, QC · Dorval, QC · Drummondville, QC · La Prairie, QC · Laval, QC · Longueuil, QC · Mascouche, QC · Mont-Royal, QC · Mont-Saint-Hilaire, QC · Mont-Tremblant, QC · Montreal, QC · Pointe-Claire, QC · Repentigny, QC · Rosemère, QC · Saint-Bruno-de-Montarville, QC · Saint-Constant, QC · Saint-Eustache, QC · Saint-Jean-sur-Richelieu, QC · Saint-Jérôme, QC · Saint-Lambert, QC · Saint-Sauveur, QC · Salaberry-de-Valleyfield, QC · Sept-Îles, QC · Sherbrooke, QC · Sorel-Tracy, QC · Terrebonne, QC · Vaudreuil-Dorion, QC · Westmount, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 1 hour ago
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Director, Corporate Client Group
RBC
Montreal, QC
- Full-time
You will support the Managing Director, Corporate Client Group (CCG) in achieving the broader business strategic priorities and operational performance. You will be accountable for…
Added 1 hour ago
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Portfolio Advisor, Portfolio Construction & Practice Management
RBC
Toronto, ON
- Full-time
…portfolio analysis and management experience as an Associate Advisor or Investment Advisor, with the ability to distill complex investment views into clear recommendations that align with…
Added 1 hour ago
SC
Resource Coordinator - Complex Special Needs
Service Coordination For Persons With Special Need
Ottawa, ON
- $55,250 to $65,000 CAD / year
- Full-time
…Coordinator is responsible for monitoring the provision of services for eligible children. Through a person-centered approach, the Resource Coordinator oversees the development and…
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Boucherville, QC · Varennes, QC · Verchères, QC · Caisse Desjardins des Patriotes
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Boucherville, QC · Sainte-Julie, QC · Varennes, QC · Verchères, QC · Caisse Desjardins des Patriotes
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
OS
Wealth Management Associate
Oakbridge Search Partners
Barrie, ON
- $60,000 to $80,000 CAD / year
- Full-time
2–3 years of experience in financial services, ideally in a similar associate, advisor-support or client service role
Added 1 hour ago
OS
Wealth Management Associate
Oakbridge Search Partners
Newmarket, ON
- $60,000 to $80,000 CAD / year
- Full-time
2–3 years of experience in financial services, ideally in a similar associate, advisor-support or client service role
Added 1 hour ago
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Insurance Advisor
PolicyAdvisor
Oakville, ON
- Full-time
LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP

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 22, 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 preparing documentation and client reports. Deliver high-quality client service by responding to inquiries and identifying referral opportunities.

Requirements

Requires 1-2 years of relevant experience in banking or administrative roles and a preference for an undergraduate degree or community college diploma. Candidates must be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).

Skills

Administrative support
Client service
Investment knowledge
Communication skills
Relationship building
Documentation preparation
Compliance adherence
Risk management
Data analysis
Marketing support
Attention to detail
Problem solving
Collaboration
Financial services

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development programs
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advisor
Client Service Associate
CIRO
Investment Representative
Brokerage
Administrative Support
Financial Institutions
Portfolio Management
Compliance
Marketing Materials
Client Experience
Risk Management
Banking
Referral Coding
Account Documentation

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