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Added 3 mins ago
C&
Operations manager, maintenance
Cedar & Spruce Consulting
Exshaw, AB
- From $53 CAD / hour
- Full-time
- On-site
Plan, organize and direct administrative services such as signage, cleaning, maintenance, parking, safety inspections, security and snow removal
Added 5 mins ago
CC
Casino shift manager
Chances Casino FSJ, Just Jacks Pub and Banquets
Fort St. John, BC
- $52,000 to $65,000 CAD / year
- Full-time
- On-site
Health benefits, Financial benefits, Other benefits
Added 6 mins ago
EB
Professional services manager - business services
Enterprise Brant
Brantford, ON
- $104,341 to $115,000 CAD / year
- Full-time
- On-site
Health benefits, Financial benefits, Other benefits
Added 11 mins ago
OB
Grow Your Practice at Odlum Brown, Your Way
Odlum Brown Limited
Victoria, BC
- Full-time
…toward, additional designations such as Chartered Investment Manager (CIM®), Canadian Investment Manager (CIM), or Chartered Financial Analyst…
Added 11 mins ago
LH
Program Manager, WSIB Programs, Ontario
Lifemark Health Group
Toronto, ON
- $100,000 to $120,000 CAD / year
- Full-time
…rehabilitation, workplace health and wellness and medical assessment services. Lifemark was acquired by Loblaw Companies on May 10,…
Added 11 mins ago
T
Personal Banking Associate Trainee
TD
St. Catharines, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 11 mins ago
Senior Manager, Brokerage & Advisory Operations
Scotiabank
Toronto, ON
5-10 years of experience in the Financial Services industry managing complex projects with operational, process reengineering, change management and IT components
Added 20 mins ago
P
Food services manager
PITAPIT
St. John's, NL
- From $20 CAD / hour
- Full-time
- On-site
Determine type of services to be offered and implement operational procedures
Added 26 mins ago
GO
Environmental Enforcement Specialist (REPOST)
Government of Manitoba
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting to the Issue Manager of Environmental Compliance and Enforcement Branch, the Environmental Enforcement Specialist provides expert guidance, oversight, and support for…
Added 26 mins ago
KL
Manager, Capital Planning and Delivery
Kawartha Lakes
Kawartha Lakes, ON · Lindsay, ON
- Full-time
The City of Kawartha Lakes is looking for a strategic and collaborative leader to join our Community Services team as Manager, Capital Planning and Delivery.
Added 26 mins ago
TS
Store Manager
The Salvation Army in Canada
Saskatoon, SK
- Full-time
Work with Salvation Army agencies to delivery emergency and disaster services as assigned by District Manager
Added 26 mins ago
BM
Assistant Manager, Alpine Race & Freestyle - Full Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
The Assistant Manager, Race sets the cultural tone for creating revolutionary guest experiences while uniting their team around purpose and fun. The Assistant Manager, Race & Freestyle,…
Added 26 mins ago
UF
department manager
Uni-one Food Group Inc.
Ottawa, ON · Nepean, ON
- Full-time
Determine merchandise and services to be sold
Added 26 mins ago
JA
sales and advertising manager
JF Automation Inc.
Mississauga, ON
- Full-time
Plan, direct and evaluate the activities of firms and departments that develop and implement advertising campaigns to promote the sales of products and services
Added 26 mins ago
L
Financial Service Representative - LendDirect Office 1534
LendDirect
Cambridge, ON
- Full-time
…solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing…
Added 26 mins ago
RU
Senior On-Site Service Specialist, Hospitality
Ricoh USA, Inc.
Montreal, QC
- Full-time
…clients, ensuring smooth delivery of conference and function services. Sets up and breaks down conference rooms according to event orders as well as maintains cleanliness standards for…
Added 26 mins ago
CR
restaurant manager
Chuck's Roadhouse Bar & Grill
Aurora, ON
- Full-time
Determine type of services to be offered and implement operational procedures
Added 26 mins ago
MF
Director Compensation
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 26 mins ago
CC
Retail Sales Associate
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Ottawa, ON · Barrhaven, Ottawa, ON
- $17.95 to $18.5 CAD / hour
- Part-time
Greet customers and discuss type, quality, and quantity of merchandise or services required
Added 26 mins ago
AF
Financial Service Representative - LendDirect Office 1534
Attain Finance
Cambridge, ON
- Full-time
…solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing…
Added 41 mins ago
LD
Photo Lab / Casual
London Drugs Limited
Langley (District), BC · Langley, BC
- $18.25 to $21.58 CAD / hour
- Other
Maintaining equipment under the direction of the Photo Lab Manager.
Added 41 mins ago
GD
Security Specialist
General Dynamics Missions System International
Dartmouth, NS
- $70,000 to $85,000 CAD / year
- Full-time
Ensure training has been provided for lab staff for security protocols/compliance & work with the project manager to develop & maintain training material by auditing the managers records as…
Added 41 mins ago
RB
Client Advisor
Royal Bank of Canada
Richibucto, NB
- Part-time
A world-class training program in financial services
Added 41 mins ago
RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Part-time
A world-class training program in financial services
Added 41 mins ago
RB
Senior Manager Operations, Tax Operations
Royal Bank of Canada
Toronto, ON
- Full-time
Industry Expertise – Securities/Financial Services regulatory and audit experience; knowledge of brokerage operations and vendor management

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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