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Added 4 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Thompson, MB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 4 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Olds, AB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 4 mins ago
WC
Associé, produits consommables
Walmart Canada
Sherbrooke, QC
- Full-time
Position Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service…
Added 4 mins ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Saskatoon, SK
- Full-time
…and escalate cash or technical issues to the Customer Service…
Added 4 mins ago
WC
Front End Checkout Team Associate
Walmart Canada
Ottawa, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 4 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Ottawa, ON
- Contract
Refers appropriate service and transactional items to a Customer Service Manager as required.
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WC
(CAN) Asset Protection Associate FT
Walmart Canada
Listowel, ON
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
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WC
(can) pharmacy assistant
Walmart Canada
Surrey, BC
- Full-time
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WC
(CAN) GM Lead Department Manager
Walmart Canada
Surrey, BC
- Full-time
…partnership with the General Merchandise and Fashion Assistant Manager and ensure a high level of customer service and while ensuring task…
Added 5 mins ago
W
(can) pharmacy assistant
Walmart
Surrey, BC
- Part-time
7. Assisting with OTC Operations and ordering, stocking, cashier duties as assigned by OTC Manager and/or Pharmacist.
Added 5 mins ago
LV
Associate Category Manager
Lee Valley Tools
Ottawa, ON
- $60,000 to $75,000 CAD / year
- Full-time
The Associate Category Manager plays a vital role in delivering compelling and innovative products that resonate with our customers and drive business performance. This position supports…
Added 1 hour ago
W
Associé, produits consommables
Walmart
Sherbrooke, QC
- Part-time
Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service champion that contributes…
Added 1 hour ago
W
(CAN) Health and Beauty Team Associate
Walmart
Olds, AB
- Full-time
7. Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 1 hour ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Surrey, BC
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
W
(CAN) Health and Beauty Team Associate
Walmart
Ottawa, ON
- Part-time
7. Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 1 hour ago
W
(CAN) Asset Protection Associate FT
Walmart
Listowel, ON
- Full-time
The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and vendors. By following…
Added 1 hour ago
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Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
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Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Newmarket, ON
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Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
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Shoppers Drug Mart
Vancouver, BC
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Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
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Shoppers Drug Mart
Aurora, ON
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Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
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Shoppers Drug Mart
Abbotsford, BC
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Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
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Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
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Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
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Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
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To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…

PIA Client Service Associate

Kingston, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 25, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 7, 2026

Original job description

Work Location:

Kingston, 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:

Department Overview

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 client reports. Deliver high-quality client service by managing inquiries and identifying referral opportunities.

Requirements

Candidates should have 1-2 years of relevant experience in banking or administration and possess strong communication skills. An undergraduate degree or community college diploma is preferred, and the role requires licensure as an Investment Representative.

Skills

Administrative support
Client service
Investment products
Wealth management
Communication skills
Relationship building
Compliance
Documentation
Reporting
Risk management
Marketing support
Referral management

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advisor
Client Service Associate
Banking
Administrative Support
CIRO
Investment Representative
Compliance
Risk Management
Marketing Materials
Client Meetings
Referral Coding
Financial Services
Portfolio Management
Brokerage

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