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Added 28 mins ago
MF
Business Development Manager
Mustang Freightways Ltd.
Canada
- Full-time
Business Development Manager | Freight Logistics Edmonton–Red Deer, Alberta | Full-time, permanent
Added 28 mins ago
HP
Procurement & Finance Officer
Huron Perth Catholic District School Board
Dublin, ON
- Full-time
Reporting to the Manager of Finance, the Procurement & Finance Officer is responsible for the effective use of the Board's financial resources through the leadership of procurement and…
Added 28 mins ago
YR
Elementary Long Term Occasional (LTO) 100% Grade 7/8 Homeroom with Science
York Region District School Board
Markham, ON
- Full-time
Visit our and either log into your account or create an account if you do not have one.
Added 43 mins ago
P
Workforce Transformation Senior Manager
PwC
Toronto, ON
- Full-time
As a Workforce Transformation Senior Manager, you’ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include…
Added 58 mins ago
L
Bakery Assistant Department Manager - Full Time
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Toronto, ON · Greater Toronto Area, Canada
- Full-time
We are looking for a Bakery Assistant Department Manager - Full Time who is passionate about food and enjoys working in a fast paced, team environment!
Added 1 hour ago
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Client Solutions Manager - Global Business Solutions - Canada
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The Client Solutions Manager (CSM) will work closely with the sales team to provide support and expertise in meeting client objectives and providing best-in-class customer service to both…
Added 2 hours ago
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(CAN) Cashier
Walmart
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7. Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 2 hours ago
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Brampton, ON
- $65,000 to $85,000 CAD / year
Multi-state/province and multiple payroll account processing.
Added 2 hours ago
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Strategic Segment & Customer Marketing Manager
Phoenix Contact Ltd
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- Full-time
The Strategic Segment & Customer Marketing Manager is a strategic, customer-focused marketing leader responsible for developing and executing market-driven growth strategies across Phoenix…
Added 2 hours ago
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Sales Manager
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Mississauga, ON
- Full-time
The Sales Manager is responsible for planning and managing territory activities to achieve sales and market share growth.
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(CAN) Cashier
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Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 3 hours ago
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Senior Interior Designer
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Works closely with project manager, design coordinators, and project teams on conceptual designs, presentations, design development, and production.
Added 3 hours ago
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Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Chit Chats
Toronto, ON
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Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 4 hours ago
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Account manager - sales
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Added 5 hours ago
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PROJECT MANAGER
RJ Industrial Recycling
Caledon, ON · Mono Road, ON
- Full-time
Our organization is seeking a Project Manager. The ideal candidate will be skilled in project setup and oversight, budget management, documentation/reporting, safety practices and basic…
Added 5 hours ago
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Manager Compliance Tier 1
IG Wealth Management
Quebec, QC
- Full-time
We are currently looking for a Manager, Compliance, to join our Compliance department located across Canada. The mandate of the Compliance Department is to ensure compliance with relevant…
Added 5 hours ago
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Account manager
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Calgary, AB
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Sales Manager
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The Sales Manager is responsible for planning and managing territory activities to achieve sales and market share growth.
Added 6 hours ago
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As the CXF Manager, you will be responsible for enabling the successful deployment, adoption, and optimization of CRM and related customer engagement platforms within the LOC. You will lead…
Added 6 hours ago
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(CAN) Asset Protection Associate
Walmart
Edmonton, AB
- Part-time
…investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external…
Added 6 hours ago
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(CAN) Front End Checkout Team Associate
Walmart
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7.Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 6 hours ago
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Inside Sales Expert - West
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…and transitioning accounts to the appropriate Territory Sales Manager when strategic growth thresholds are…
Added 6 hours ago
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Senior Manager, Client Service
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- $75,000 to $85,000 CAD / year
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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 6 hours ago
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Territory Sales Manager - Automotive
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Edmonton, AB
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The Territory Sales Manager represents the company and manages relationships with customers. This role is focused on achieving targets and maintaining current relationships with dealerships…

PIA Client Service Associate

Kingston, ON, Canada

Full-time

Apply About employer

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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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