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Added 27 mins ago
IG
Investment Advisor
Infotree Global Solutions
Toronto, ON
- Contract
University degree with a minimum of two years in a wealth management service role
Added 3 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 6 hours ago
SL
Engineering Manager
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
…500. We're revolutionizing how Canadians access insurance and wealth solutions by building a platform that lets people buy products the way they want to: online in minutes or virtually via…
Added 9 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 13 hours ago
Wealth Advisor
Sonance Wealth Partners
Edmonton, AB
The Wealth Advisor is a critical leadership role within JV, providing holistic wealth management services to individuals, families, professionals and business owners. Reporting to one of…
Added 13 hours ago
Wealth Advisor | Ongoing Opportunities
Sonance Wealth Partners
Ottawa, ON · Edmonton, AB · Lethbridge, AB
Typically 7–10+ years of wealth-management, private-banking or financial-advisory experience.
Added 13 hours ago
Associate Portfolio Manager | Ongoing Opportunities
Sonance Wealth Partners
Ottawa, ON · Edmonton, AB · Lethbridge, AB
Early-career experience in investment research, portfolio analysis, wealth management or investment operations; strong internship or co-op experience will also be considered.
Added 17 hours ago
OF
Corporate Development Representative - Advisor Acquisition & Growth
Optimize Financial Group
Toronto, ON
- Full-time
Market Knowledge: Solid understanding of wealth management models across North America (including Independent Broker-Dealers, RIAs, CIRO Investment & Mutual Fund Dealers, and Bank-Owned…
Added 18 hours ago
NB
Wealth Associate
National Bank of Canada
Sherbrooke, QC
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Richmond Hill, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
MC
Principal Banking Cloud Architect | Client Partner | Technology Consulting (35568)
Myticas Consulting
Toronto, ON
- Full-time
…strong client relationship skills. You will serve as a trusted advisor to senior banking executives, helping shape technology strategy while expanding long-term client…
Added 1 day ago
TA
Vice President, Finance & Tax
Thorek/Scott and Partners
Toronto, ON
- Full-time
…planning and compliance, treasury, financial operations and risk management. As a trusted advisor, this individual will translate complex financial matters into clear recommendations that…
Added 2 days ago
SO
Senior Advanced Planning Advisor
Stone Owl Family Office
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…financial structuring to help our clients grow and protect their wealth. As we continue to expand, we are looking for a Senior Advanced Planning Advisor to join our team and play a key role…
Added 2 days ago
C
Director, Strategic Partnerships
Clarity
Vancouver, BC
- $200,000 to $350,000 CAD / year
- Full-time
Familiarity with the wealth management ecosystem: RIAs, advisor platforms, and custodians.
Added 2 days ago
T
PIA Client Service Associate
TD
Kingston, ON
- 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…
Added 2 days ago
T
Senior Practice Consultant, Private Wealth Management
TD
Vancouver, BC
- Full-time
At TD Wealth, Advisors strive to deliver exceptional client outcomes, while building world class practices. That is why we have invested heavily in the expertise and capacity of our…
Added 2 days ago
DF
Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Vancouver, BC
- Full-time
The Canadian Wealth Management Group is part of Dimensional’s Global Client Group (GCG). GCG is Dimensional’s distribution arm, comprising sales channels that target a diverse client set.…
Added 2 days ago
C
Associate Investment Advisor CIBC Wood Gundy (Commission only)
CIBC
London, ON
- Full-time
…Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets…
Added 2 days ago
B
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
BMO Private Wealth is dedicated to delivering exceptional advice and service to high-net-worth clients through a collaborative, client-focused approach. Our advisors and wealth…
Added 2 days ago
S
Financial Advisor - Village Green Branch, Vernon, BC
Scotiabank
Vernon, BC
- Full-time
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
IF
Claims Partnerships Advisor- Home Insurance
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Montreal, QC · Quebec, QC
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 2 days ago
RD
Associate
RBC Dominion Securities
Red Deer, 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 2 days ago
S
Business Advisor Trainee - Regional Opportunities, Ottawa, ON
Scotiabank
Ottawa, ON
- Full-time
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

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

Apply About employer

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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