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Added 2 mins ago
OF
Trust Accountant
Olympia Financial Group Inc
AB
- Full-time
CPA and Certified Aboriginal Financial Manager (CAFM) designation (or actively pursuing) preferred; equivalent combination of education and experience will be considered.
Added 2 mins ago
OF
Trust Accountant
Olympia Financial Group Inc
Calgary, AB
- Full-time
CPA and Certified Aboriginal Financial Manager (CAFM) designation (or actively pursuing) preferred; equivalent combination of education and experience will be considered.
Added 2 mins ago
RP
Property Administrator - Ottawa
Rhapsody Property Management Services
Ottawa, ON
- $50,000 to $55,000 CAD / year
- Full-time
Reporting to the General Manager, the Property Administrator will assist the team with various administrative tasks including rent collection, providing accurate and timely financial…
Added 17 mins ago
DC
Senior Manager, Client Service
DATA Communications Management Corp
Richmond Hill, ON
- $75,000 to $85,000 CAD / year
- Full-time
As a Senior Manager, Client Services, you will take ownership of key enterprise relationships and help shape how client service is delivered. You’ll be the single point of accountability…
Added 17 mins ago
XT
Project Coordinator
Xodus Travel Services Inc.
Windsor, ON
- $55,000 to $70,000 CAD / year
- Full-time
Prepare weekly status updates and reports for the Project Manager and stakeholders
Added 17 mins ago
XT
Project Manager
Xodus Travel Services Inc.
Windsor, ON · ON
- $80,000 to $105,000 CAD / year
- Full-time
The Project Manager is responsible for orchestrating the successful delivery of projects by effectively managing resources, timelines, and stakeholder expectations. This role requires the…
Added 17 mins ago
S
Director of Finance
SHIPSHEY
Mississauga, ON
- $98,968.67 to $118,320 CAD / year
- Full-time
Reporting to the Chief Finance and Corporate Services Officer, the Director of Finance is responsible for strategic and operational leadership for the organization's financial management,…
Added 17 mins ago
XT
Bilingual (EN/FR) Claims Examiner
Xodus Travel Services Inc.
Windsor, ON
- $45,000 to $50,000 CAD / year
- Full-time
Added 17 mins ago
TE
Marketing Manager
THE EMPIRE LIFE INS. CO
Kingston, ON · Toronto, ON
- Full-time
- Contract
Empire Life is looking to hire a Group Marketing Manager to join our Marketing team! We are actively seeking candidates to fill a current, open position.
Added 17 mins ago
OF
Director, Investigations
Ombudsman For Banking Services and Investments
Toronto, ON
- Full-time
Ensuring that each Manager, Investigations is supported with appropriate resources to effectively manage their teams and accomplish their team objectives, including:
Added 17 mins ago
CI
Intermediate Accountant
Cotecna Inspections
Burnaby, BC
- $60,000 to $65,000 CAD / year
- Full-time
Financial Reporting: Prepare monthly, quarterly, and annual financial reports, activity reports, expense reports, and perform variance analysis, as requested by the Finance Manager.
Added 17 mins ago
FN
Customer Service Representative
First Nations Bank of Canada
Saskatoon, SK
- $42,092 to $60,612 CAD / year
- Full-time
Reporting to the Branch Manager, you will join the Customer Service team at our Saskatoon, SK branch. As a Customer Service Representative, you will assist customers with a variety of…
Added 18 mins ago
AD
Administrative manager
AKAL DRYWALL & CONTRACTING LTD.
Edmonton, AB
- From $54 CAD / hour
- Full-time
- On-site
Direct and advise staff engaged in providing records management, security, finance, purchasing, human resources or other administrative services
Added 32 mins ago
ST
Financial Business Services Coordinator
Securitas Technology Canada Corporation
Mississauga, ON
- Full-time
Added 32 mins ago
BC
General Manager
BELFOR CANADA INC.
Collingwood, ON
- Up to $90,000 CAD / year
- Full-time
The General Manager drives the performance and success of the branch, ensuring revenue growth, profitability, and operational excellence. This leadership role oversees multiple departments,…
Added 32 mins ago
BC
Marketing Manager
Boast Capital LP
Vancouver, BC · Toronto, ON
- $110,000 to $130,000 CAD / year
Boast is looking for a Marketing Manager to lead demand generation, content and event marketing while managing and developing a team of three.
Added 32 mins ago
FE
Credit Analyst
Franklin Empire Inc
Kitchener, ON · Toronto, ON
- $50,000 to $60,000 CAD / year
The credit analyst is responsible for undertaking administrative support for the Credit Manager, notably in dealing with accounts receivable and credit issues for the clientele of our…
Added 32 mins ago
Manager, Client Services
FNF Canada
Mississauga, ON
Added 32 mins ago
AI
Export Buyer
AutoCanada Inc.
Winnipeg, MB
- $70,000 to $200,000 CAD / year
- Full-time
…on their research. You’ll take direction from the Territory Manager on day-to-day strategy and provide marketplace feedback and analysis of their day-to-day activity. As a Specialist,…
Added 32 mins ago
CM
Senior Financial Analyst
CanCap Management Inc.
Toronto, ON
- $75,000 to $90,000 CAD / year
- Full-time
CanCap has the immediate need for a skilled and energetic Senior Financial Analyst, reporting to the Manager, Finance. The Senior Financial Analyst will play an important role in the…
Added 47 mins ago
HB
Manager, Fraud Risk
Haventree Bank
Toronto, ON
- Full-time
Reporting to the Director of Fraud Management, the Manager, Fraud Risk will play a key role in building and shaping daily operations while developing fraud risk strategies for a range of…
Added 47 mins ago
AI
Project Manager - Security Installation Projects
Ainsworth Inc
Edmonton, AB
- Full-time
The Project Manager, Security Installation Projects, is responsible for leading and delivering security installation projects of varying size and complexity. This role oversees project…
Added 47 mins ago
J
Accounting Manager
Jobber
Remote, Canada
- Full-time
- Remote
Then Jobber might be the place for you! We're looking for an Accounting Manager to be part of our Finance department.
Added 52 mins ago
DB
Administrative manager
Derma Bright Clinic
Vancouver, BC
- $50 to $53 CAD / hour
- Full-time
- On-site
Direct and advise staff engaged in providing records management, security, finance, purchasing, human resources or other administrative services
Added 1 hour ago
OT
Investment manager - banking, credit and investment
Ontario Teachers' Pension Plan
Toronto, ON
- $255,000 to $275,000 CAD / year
- Full-time
- On-site

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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