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Added 14 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…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…
Added 1 day ago
SA
Senior Advisor, Academic Operations
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
As the Senior Advisor, Academic Operations, you play a key role in ensuring pathway programs run smoothly from planning through delivery. You will oversee program staffing, scheduling,…
Added 2 days ago
S
Senior Advisor, Academic Operations
SAIT
Calgary, AB
- Temporary
As the Senior Advisor, Academic Operations, you play a key role in ensuring pathway programs run smoothly from planning through delivery. You will oversee program staffing, scheduling,…
Added 2 days ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
…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…
Added 2 days ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
Support Client Onboarding: Work collaboratively with the Advisor team to welcome and seamlessly onboard new clients, ensuring positive first impressions and smooth account setup.
Added 2 days ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 2 days ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 2 days ago
T
PIA Client Relationship Associate
TD
Concord, ON · Toronto, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 2 days ago
T
Vice President, Relationship Manager - TD Asset Management
TD
Calgary, AB
- Full-time
…management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and…
Added 2 days ago
RD
Associate
RBC Dominion Securities
Toronto, ON
- Full-time
Support Client Onboarding: Work collaboratively with the Advisor team to welcome and seamlessly onboard new clients, ensuring positive first impressions and smooth account setup.
Added 2 days ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 2 days ago
R
Associate
RBC
Toronto, ON
- Full-time
Support Client Onboarding: Work collaboratively with the Advisor team to welcome and seamlessly onboard new clients, ensuring positive first impressions and smooth account setup.
Added 2 days ago
A
WHS Specialist
Amazon
New Westminster, BC
- Full-time
Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels of the organization. Foster…
Added 2 days ago
RD
Associate
RBC Dominion Securities
Windsor, ON
- Full-time
Assist the Advisor team with client onboarding.
Added 2 days ago
MC
Communications Coordinator (12-month contract)/Coordonnateur ou coordonnatrice des communications (contrat 12 mois)
Make-A-Wish Canada
Halifax, NS
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 3 days ago
Communications Coordinator (12-month contract)/Coordonnateur ou coordonnatrice des communications (contrat 12 mois)
Make-A-Wish Canada / Rêves d'enfants Canada
Halifax, NS
-Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish® Canada
Added 3 days ago
Communications Coordinator (12-month contract)
Make-A-Wish Canada / Rêves d'enfants Canada
Halifax, NS · Dartmouth, NS
-Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish® Canada
Added 3 days ago
DF
Associate Consultant - Securities Licensed
Dumitru Flanagan & Associates IG Private Wealth Management
Victoria, BC
- Full-time
· Collaborate closely with the Lead Advisor on onboarding activities, client events, including preparing preliminary materials, coordinating discovery steps, managing required…
Added 3 days ago
HC
Associate Insurance Advisor for Irons Financial | Co-operators
HR Covered Inc.
Norfolk, ON
- Full-time
If so, Irons Financial Services Inc. | Co-operators is looking for an Associate Insurance Advisor to join their growing team. This role is for an experienced insurance professional who…
Added 3 days ago
WHS Specialist
Amazon
New Westminster, BC
Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels of the organization. Foster…
Added 3 days ago
T
Relationship Manager - TD Asset Management
TD
Toronto, ON
- Full-time
…management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and…
Added 3 days ago
RB
Associate
Royal Bank of Canada
Windsor, ON
- Full-time
Assist the Advisor team with client onboarding.
Added 3 days ago
R
Associate
RBC
Windsor, ON
- Full-time
Assist the Advisor team with client onboarding.
Added 3 days ago
T
PIA Client Service Associate
TD
Guelph, ON
- Part-time
…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…
Added 3 days ago
FW
Lead Client Services Associate
Flatiron Wealth
Toronto, ON
- Full-time
We're looking for an experienced Lead Client Service Associate who takes pride in delivering exceptional service, thrives on solving problems, and knows how to keep people, priorities, and…

PIA Client Service Associate

Guelph, ON, Canada

Part-time

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Job details

Job type: Part-time
Apply by: Nov 5, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 22, 2026

Original job description

Work Location:

Guelph, Ontario, Canada

Hours:

17.5

Line of Business:

TD Wealth

Pay Details:

$22.15 - $28.99 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 have an undergraduate degree or community college diploma and 1–2 years of relevant experience in banking or administration. Successful applicants must obtain an Investment Representative (IR) license with the Canadian Investment Regulatory Organization (CIRO).

Skills

Administrative support
Client service
Investment knowledge
Documentation preparation
Relationship building
Communication skills
Compliance adherence
Marketing support
Risk management
Attention to detail
Problem solving
Collaboration

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
Private Investment Advice
CIRO
Investment Representative
Administrative Support
Client Experience
Compliance
Risk Management
Banking
Financial Services
Marketing Materials
Account Documentation
Referral Coding
Client Meetings
Portfolio Management

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