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Added 9 mins ago
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Business Advisor Trainee - Regional Opportunities, Ottawa, ON
Scotiabank
Ottawa, ON
- Full-time
Following the initial training period, successful candidates will be placed into Business Advisor opportunities based on business needs. As part of this program, flexibility and mobility…
Added 19 mins ago
GC
Automotive repair technical advisor
GARAGE CHAREST & FRÈRES INC.
Trois-Rivières, QC
- From $28 CAD / hour
- Full-time
- On-site
Added 25 mins ago
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Senior Manager, Store Experience & Services
sephora.com
Toronto, ON
- Full-time
Ready for a career glow-up? As Senior Manager, Store Experiences & Services, you’ll lead strategies that elevate the client experience, strengthen selling performance, and grow Beauty…
Added 40 mins ago
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Legal Counsel - Technology & Digital (Commercial Contracts)
MNP
Montreal, QC · Quebec, QC
- Full-time
…operations across a broad range of practice areas. As a trusted advisor, you’ll apply your understanding of the legislative landscape to proactively explore and mitigate risk and ensure…
Added 40 mins ago
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Financial Advisory Consultant
RBC
Vancouver, BC
- Full-time
…Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their…
Added 40 mins ago
R
Financial Advisory Consultant
RBC
Montreal, QC
- Full-time
…Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their…
Added 40 mins ago
R
Financial Advisory Consultant
RBC
Toronto, ON
- Full-time
…Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their…
Added 40 mins ago
C
Associate Investment Advisor (commission only) CIBC Wood Gundy
CIBC
London, ON
- Full-time
Manage and enhance client relationships through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the…
Added 40 mins ago
C
Financial Advisor - CIRO-MFD/AMF
CIBC
Brossard, QC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 40 mins ago
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SENIOR BUSINESS ADVISOR, AI
BDC
Montreal, QC
- Full-time
The Advisor works with SMEs across industries to assess AI readiness, identify high‑impact use cases, define responsible AI strategies, and oversee the delivery of AI‑enabled advisory…
Added 1 hour ago
IF
Wealth Enablement Digital Trainer
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
In this role, you will help advisors, advisor support teams, and internal business partners maximize the value of the firm’s digital tools, operational processes, and advisor-facing…
Added 1 hour ago
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People Advisor II
Worley
Edmonton, AB
- Full-time
Act as the primary advisor to operational leaders on labour relations issues, disciplinary matters, workforce concerns, and policy interpretation.
Added 1 hour ago
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Client Advisor
RBC
St. John's, NL
- 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
T
Audit Manager II, Financial Crimes (1148)
TD
Toronto, ON
- Full-time
Act as the audit lead or audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action…
Added 1 hour ago
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Senior Audit Group Manager, Financial Crimes Fraud and Insider Risk (1158)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 1 hour ago
T
Audit Manager II (ATH 993)
TD
Toronto, ON
- Full-time
Act as the audit lead or audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Timmins, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 1 hour ago
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Financial Advisor CIRO-MFD
CIBC
Whitehorse, YT
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 1 hour ago
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Financial Advisor-CIRO-MFD/AMF
CIBC
Castlegar, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 1 hour ago
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Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
- Full-time
…focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth…
Added 1 hour ago
HI
Associate, Junior Broker & Administration
HUB International
Grande Prairie, AB
- Full-time
…duties, making it a great fit for someone who is organized, client-focused, and ready to work toward their insurance license. You will work alongside experienced advisors and play a key…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
St. John's, NL
- 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 2 hours ago
AD
Diagnostic Sales Manager (Ottawa, ON)
Antech Diagnostics
Ottawa, ON
- Full-time
…and Diagnostic (“SDx”) offerings. The DSM will serve as an advisor, leader, and technical expert to support peer mentorships and will support colleagues/functions to develop sales tactics…
Added 3 hours ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Montreal, 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 4 hours ago
GA
Client Advisor (FT), AX Chinook Centre
Giorgio Armani
Calgary, AB
- Part-time
Client Advisor | Full-Time | Armani Exchange, Chinook Centre

PIA Client Service Associate

Markham, ON, Canada

Full-time

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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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