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Added 2 mins ago
AT
Sales Account Manager - Courier
Armour Transportation Systems
Dartmouth, NS
- Full-time
Position Overview:We are seeking a passionate and results-driven Sales Account Manager to join our team. This role is instrumental in driving our growth vision in Canada by delivering…
Added 2 mins ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 2 mins ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…drive efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness…
Added 2 mins ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 2 mins ago
M
FOH Management - Assistant Manager
Moxies
Sherwood Park, AB
- Full-time
Our people are the heart and soul of our business, and we are on the hunt for talented, driven, and caring individuals to become a part of our Leadership Team. You will have the opportunity…
Added 2 mins ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Chit Chats
Calgary, AB
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 2 mins ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Chit Chats
Toronto, ON
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 2 mins ago
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Sr Manager, FP&A – Hydronics
Carrier
Waterloo, ON
- $136,000 to $186,000 CAD / year
- Full-time
We have an exciting opportunity for a Senior Manager of FP&A to support our North America Hydronics business and report to the CFO of Carrier’s North America Residential Solutions. The…
Added 2 mins ago
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Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 2 mins ago
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Senior Manager, Lending Fraud Strategy
BMO
Toronto, ON · FCP
- Full-time
As the Senior Manager, Lending Fraud Strategy you will play a key role in shaping the future of our lending fraud strategy. We're looking for a seasoned leader who can navigate ambiguity,…
Added 2 mins ago
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Branch Manager
BMO
Montreal, QC
- Full-time
…financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals…
Added 2 mins ago
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System Admin - On-prem & Cloud (AWS & Azure)
BMO
Toronto, ON · SCC
- Full-time
…gap between AWS and Azure platforms while ensuring seamless operations across both Linux and Windows systems, along with strong capabilities in backup, disaster recovery, and security…
Added 2 mins ago
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Production Operations Manager
BMO
Toronto, ON · SCC
- Full-time
The Senior Manager, Production Operations Transformation will lead the evolution of production support capabilities across CorpFinFCU and Engineering portfolios, driving the organization's…
Added 2 mins ago
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Vice President, Commodities Development
BMO
Toronto, ON · FCP
- Full-time
…hands‑on technical leadership, architecture ownership, and business partnership, with accountability for production stability, performance, and strategic evolution of the Commodities…
Added 2 mins ago
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Senior Technical Lead
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- Full-time
…enterprise platforms that support our customers, employees, and business…
Added 2 mins ago
Traffic Engineer (East), Pacific Link (Contract)
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Added 2 mins ago
Traffic Engineer (West), Pacific Link (Contract)
Trans Mountain
Calgary, AB
Design temporary traffic control plans for road crossings, detours, lane closures, flagging operations, access roads, staging and laydown areas, and others as business needs require.
Added 2 mins ago
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Manager Brand Stewardship & Governance
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Toronto, ON · Four Seasons Corporate Headquarters Toronto
- Full-time
The Manager, Brand Stewardship & Governance plays a key role in protecting and elevating the Four Seasons brand by advancing brand stewardship as an enterprise discipline. This role drives…
Added 13 mins ago
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Liquor store manager
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- From $41.35 CAD / hour
- Full-time
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Added 18 mins ago
Assistant Store Manager
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Added 18 mins ago
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Senior Functional Analyst, Business Systems & Integration
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- $46.39 to $66.68 CAD / hour
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Reporting to the designated Regional Manager or Director, the Senior Functional Analyst leverages business and technical knowledge to ensure that assigned business systems effectively…
Added 22 mins ago
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Deli manager - food store
IGA Famille Laflamme
Québec, QC
- From $36 CAD / hour
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Added 31 mins ago
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Assistant Plant Manager
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Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each…
Added 31 mins ago
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Case Management Assistant
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- Full-time
The Case Management Assistant works under the direction of the Social Work Manager in Case Management, the Case Management Assistant (CMA) has responsibility to provide care/service safely…
Added 31 mins ago
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DYNAMITE - Seasonal Sales Associate - Southgate Centre
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Edmonton, AB
- Temporary
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…

PIA Client Service Associate

Markham, 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:

Markham, 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, creating reports, and managing client communications. Ensure compliance with policies and deliver a high-quality client experience while identifying referral opportunities.

Requirements

Candidates should possess an undergraduate degree or community college diploma and must be licensed as an Investment Representative (IR) with the CIRO. 1–2 years of relevant experience in banking or administrative roles is required.

Skills

Administrative support
Client service
Investment product knowledge
Wealth management
Communication skills
Relationship building
Attention to detail
Compliance requirements
Risk management
Marketing material preparation
Reporting
Data analysis
Referral management
Documentation management

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 Advice
Private Banking
CIRO
Investment Representative
Administrative Support
Client Experience
Compliance
Risk Management
Financial Services
Marketing
Reporting
Referral Coding
Brokerage
Portfolio Management

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