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Added 6 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 6 mins ago
J
Accounting Manager
Jobber
Remote, Canada
- Full-time
- Remote
Reporting to the Manager, Accounting, the Accounting Manager will drive the accounting projects that make the rest of the function better. This is an individual contributor role with no…
Added 21 mins ago
Account Manager_Operations_Cleaning_Industry_London
United Services Group
London, ON · St. Thomas, ON · Woodstock, ON
Responsible for the analysis and review of financial activities related to billing, invoicing, store/site budgets, overall expenses, employee hours, material costs over budget, equipment…
Added 51 mins ago
H(
Sr. Analyst, Securities Operations (14-month contract)
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $103,000 to $153,000 CAD / year
- Full-time
Reporting to the Senior Manager, Securities Operations, the Senior Analyst is the subject matter expert of this team and has extensive knowledge of derivatives and marketable products…
Added 1 hour ago
HI
Technical Sales Manager
Hillmar Industries Ltd.
Delta, BC
- Full-time
Highly organized with strong documentation and reporting skills.
Added 1 hour ago
TS
restaurant manager
Temaki Sushi
Vancouver, BC
- Full-time
Added 1 hour ago
Daycamp Site Director
YMCA of Northeastern Ontario
Sudbury, ON · Greater Sudbury, ON
Under the leadership of the Manager of Day Camps & Community Development, the Team Lead – Day Camp is responsible for assisting with the planning and development of day camp programs and…
Added 1 hour ago
Aircraft Bodyman
Alterra Mountain Company
Kelowna, BC
Reporting to the Paint Manager, the Aircraft Bodyman plays a key role in preparing and restoring aircraft components to ensure they meet the highest standards of quality, appearance, and…
Added 2 hours ago
S
Manager, Global AP&P - Finance
Scotiabank
Toronto, ON
- Full-time
The Manager is responsible for researching and developing accounting policies and procedures and their implementation for the Bank, as directed by the Director or Senior Manager. It…
Added 2 hours ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
Working knowledge and experience in financial accounting in commercial real estate, financial reporting, and budgeting is necessary
Added 2 hours ago
LC
food services manager
Lee Chen Asian Bistro
Toronto, ON
- Full-time
Added 2 hours ago
CO
City Manager
City of Bixby
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
Title: City Manager - City of Bixby, Oklahoma
Added 2 hours ago
P
Manager -Financial Crime and AML
PwC
Toronto, ON · Montreal, QC
- Full-time
As a Manager -Financial Crime and AML, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 2 hours ago
PH
Restaurant manager
Pizza Hut Canada
Bathurst, NB
- Full-time
Added 2 hours ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 2 hours ago
HT
Financial Manager
Husky Technologies
Bolton, ON
- Full-time
Evaluate financial performance of new service products, metrics to drive critical business behavior as well as structures, systems and processes that lead to ease of analysis and reporting
Added 2 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…consulting engagements to drive efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department…
Added 2 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 2 hours ago
NB
Salesforce Application Architect
National Bank of Canada
Montreal, QC
- Full-time
In the commercial CRM sector, you are part of a team of 12 colleagues reporting to the Senior Manager – commercial CRM it Delivery. Our team stands out for the quality of its deliverables,…
Added 3 hours ago
FT
Service Truck Driver (Grande Prairie, Whispering Ridge)
Fountain Tire
Grande Prairie, AB
- Other
A retirement savings plan with company matching to help you achieve your financial goals
Added 3 hours ago
Fisheries Administrative Assistant
Musqueam Indian Band
Vancouver, BC
Reporting to the Fisheries Manager, the Administrative Assistant, Musqueam Fisheries Department assists in the administration of the Fisheries Program of the Musqueam Indian Fisheries…
Added 3 hours ago
T
Business Insights Analyst II
TD
Markham, ON · Toronto, ON · Montreal, QC
- Full-time
Present data-driven insights to the manager to support informed decision-making and drive business growth.
Added 3 hours ago
T
Senior Group Manager, Finance Governance & Controls (Capital Markets)
TD
Toronto, ON
- Full-time
…We deliver risk and control testing, training, insights, and reporting to strengthen Finance's control environment and support high‑quality financial…
Added 3 hours ago
T
Tooling SME, Product Delivery & Transformation
TD
Toronto, ON
- Full-time
…organization into practical, scalable solutions. Experience in financial services or similarly complex regulated environments is an…
Added 3 hours ago
T
PIA Client Service Associate
TD
Kingston, ON
- Full-time
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,…

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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