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Added 58 mins ago
HI
Client Care Representative - Auto Associate
HUB International
Duncan, BC
- Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Added 58 mins ago
HI
Client Care Representative - Personal Insurance Associate
HUB International
Duncan, BC
- Full-time
…network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so…
Added 1 hour ago
SC
Housing Stability Worker - Indigenous Housing Specialist 62XXH
Starling Community Services
Kitchener, ON
- Full-time
…Lutherwood) is a progressive, not-for-profit health and social service organization that strengthens people's lives by providing mental health, employment, and housing services to more than…
Added 3 hours ago
S
Senior Manager, Store Experience & Services
sephora.com
Toronto, ON
- Full-time
…feedback into scalable programs that improve sales, conversion, service profitability, and client satisfaction. You’ll be part of a collaborative team that’s united in beauty and supported…
Added 3 hours ago
C
Associate Investment Advisor (commission only) CIBC Wood Gundy
CIBC
London, ON
- Full-time
Help build and execute business plans, Wealth Management objectives and client service plans
Added 4 hours ago
FC
Member Experience Representative
FirstOntario Credit Union
Hamilton, ON
- Full-time
The Member Experience Representative is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members'…
Added 4 hours ago
C
Financial Services Representative II
CIBC
Kingston, ON
- Full-time
Banking, Banking Applications, Building Trust, Business Banking, Cash Management, Client Loyalty, Client Relations, Client Relationship Management, Critical Thinking, Customer Engagement,…
Added 5 hours ago
Assistant Store Manager
Rogers Communications
Toronto, ON · Scarborough, ON
Competitive compensation plus lucrative management bonus program
Added 6 hours ago
C
Financial Services Representative II
CIBC
Port Mcneill, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 10 hours ago
RB
Wealth Advisor
Royal Bank of Canada
Calgary, AB
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 10 hours ago
Investment Associate
Odlum Brown
Vancouver, BC
Support clients through the wealth management process by gathering relevant information, documents, and questionnaires, coordinate activities with appropriate financial planning contacts…
Added 10 hours ago
OB
Investment Associate
Odlum Brown Limited
Vancouver, BC
- Full-time
Support clients through the wealth management process by gathering relevant information, documents, and questionnaires, coordinate activities with appropriate financial planning contacts…
Added 10 hours ago
C
Financial Services Representative II
CIBC
Peterborough, ON · Peterboro-Monaghan&Lansdowne
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 11 hours ago
Investment Representative, Scotia iTRADE - Toronto, ON (Cantonese/Mandarin)
Scotiabank
Toronto, ON
The ability to utilize time-management and prioritization skills in order to ensure optimum service levels
Added 12 hours ago
W
Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
1-3 years of experience in wealth management, financial services industry, or customer service.
Added 12 hours ago
RB
Associate Advisor
Royal Bank of Canada
Moncton, NB
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 12 hours ago
W
Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
1-3 years of experience in wealth management, financial services industry, or customer service.
Added 13 hours ago
RB
Associate Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 14 hours ago
R
Wealth Advisor
RBC
Calgary, AB
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 14 hours ago
RD
Associate Advisor
RBC Dominion Securities
Moncton, NB
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 14 hours ago
RD
Wealth Advisor
RBC Dominion Securities
Calgary, AB
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 15 hours ago
R
Associate Advisor
RBC
Moncton, NB
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 15 hours ago
Customer Service Representative (Hybrid - Edmonton, Calmar, Wetaskiwin, Thorsby)
OTIP Group of Companies (OTIP, Orbit, Curo)
Thorsby, AB
Resolves product and service problems. This includes clarifying member/client complaints, determining cause, selecting and explaining the best solution, expediting correction, following-up…
Added 15 hours ago
T
Financial Planner-Edmonton East
TD
AB
- Full-time
…financial goals and objectives. With a focus on relationship management, advice and business development, you…
Added 15 hours ago
T
PIA Client Service Associate
TD
AB
- Full-time
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…

PIA Client Service Associate

AB, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 17, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 9, 2026

Original job description

Work Location:

Edmonton, Alberta, 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 creating reports for client accounts. Deliver high-quality client service by responding to inquiries and identifying referral opportunities while adhering to compliance and risk management policies.

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, along with strong communication and relationship-building skills.

Skills

Administrative support
Investment product knowledge
Client service
Documentation preparation
Compliance adherence
Relationship building
Communication skills
Wealth management
Risk management
Data analysis
Marketing support
Referral 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 Representative
CIRO
Administrative Support
Client Service
Banking
Compliance
Risk Management
Investment Products
Financial Services
Portfolio Management
Marketing Materials
Referral Coding
Documentation
Client Meetings
Brokerage

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