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Added 1 hour ago
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Customer Relations Manager
BiteOut
ON · Grand Valley, ON
- Full-time
Go back to the member and tell them what happened.
Added 1 hour ago
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Program Manager - Community Integration - Regular full-time - 2026-18899 (2026-18899)
Sunnybrook
Toronto, ON
- Full-time
As a member of the Integrated Care & System Partnerships portfolio, the Program Manager is a leader who will support the development, delivery and ongoing management of transitional and…
Added 2 hours ago
Senior Account Manager, LCS Auto
Google
Montreal, QC
…solutions across Search, YouTube, Measurement, and more. As a member of our LCS team, you'll have the unique opportunity to sell at the forefront of technology, collaborating with…
Added 2 hours ago
Senior Manager, Event Operations
BC Pavilion Corporation (owner and operator of BC Place and Vancouver Convention Centre)
Vancouver, BC
In partnership with the Senior Manager, Events, this role helps advance the organization's client-centric event delivery approach, ensuring alignment between hospitality, operational…
Added 2 hours ago
Senior Manager, Event Operations
BC Pavilion Corporation (owner and operator of BC Place and Vancouver Convention Centre)
Vancouver, BC
In partnership with the Senior Manager, Events, this role helps advance the organization's client-centric event delivery approach, ensuring alignment between hospitality, operational…
Added 3 hours ago
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Swimming Teacher
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Wentworth Centre, NS
- Temporary
…a Swimming Co-ordinator and a Contract Swimming Development…
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Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
We are seeking a Senior Manager or Director, Indirect Tax to join our growing Tax practice in Toronto or Vancouver. This is a leadership role focused on indirect tax advisory, compliance,…
Added 5 hours ago
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Personal Banking Associate Trainee
TD
Temiskaming Shores, ON
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 6 hours ago
T
Personal Banker Trainee
TD
Calgary, AB
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
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Personal Banking Associate Trainee
TD
Winnipeg, MB
- Full-time
…branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking…
Added 6 hours ago
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Senior Personal Banker Trainee - Investing
TD
Calgary, AB
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 8 hours ago
Manager, Treasury
Rogers Communications
Toronto, ON
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Added 8 hours ago
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Earls Takeout & Delivery Team Member
Earls Kitchen + Bar
Whistler, BC
- $18.25 to $20 CAD / hour
- Part-time
The Takeout & Delivery Partner at Earls works closely with the Sous Chefs and Take Away Experience Manager in the passthrough area of our restaurant. This role is all about attention to…
Added 8 hours ago
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Senior Account Manager, Healthcare
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Toronto, ON
- Full-time
…sound and prudent risk management, portfolio profitability and member, client and partner satisfaction. More specifically, you will be required…
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Senior Personal Banker Trainee – Home Borrowing
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Calgary, AB
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…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 8 hours ago
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Janitor
First United Church Community Ministry Society
Vancouver, BC
- Full-time
…sidewalk. This position exemplifies our values and is an important member of our Shelter…
Added 10 hours ago
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Personal Banker - Fixed Term Contract
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…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
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Procurement Manager (Protein)
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Our client, is looking for a Protein Procurement Manager to join a fast-paced, customer-focused food business. This role will be responsible for coordinating procurement activities,…
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Reporting to the Project Controls and Planning Manager the Lead Project Planner will be responsible for establishing and maintaining the project schedule to assist in the management and…
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Customer Business Development Manager
Kelly
Brantford, ON
- $87,761 to $109,701 USD / year
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…an exciting opportunity for a Customer Business Development Manager to join their team. Reporting to the Director of Sales, this role is responsible for managing a key customer relationship…
Added 11 hours ago
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Reporting to the Director and/or Regional Manager, Food Operations, the Manager is responsible and accountable for all aspects of the planning, organizing, and directing management and…
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Manager, Transplant Services
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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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