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Added 10 mins ago
TP
Gestionnaire, finances de la chaîne d’approvisionnement et revenues
Turning Point Brands Canada
Laval, QC
- Full-time
Le poste se situe au carrefour des Finances, des Opérations et de la Comptabilité. Vous serez responsable des prix et de la marge brute par unité de gestion des stocks (UGS), vous établirez…
Added 2 hours ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
In-depth understanding of brokerage and insurance products.
Added 3 hours ago
NB
Associate
National Bank of Canada
Sorel-Tracy, 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 14 hours ago
A
Corporate Actions Administrator
Aviso
Toronto, ON
- $55,000 to $65,000 CAD / year
- Full-time
…services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers…
Added 18 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, 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
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage
Added 2 days ago
MT
Account Manager
Midland Transport
Montreal, QC
- Full-time
You’ll leverage our LTL, TL, Brokerage, and Courier solutions to win new business, expand share of wallet, and solve real customer challenges. Success in this role requires strong…
Added 2 days ago
R
Content Strategist
Ratehub
Remote, Canada
- Full-time
- Remote
…- from Product & Engineering to Sales & Marketing, Finance, Operations, and everything in between - is obsessed with one thing: helping Canadians make better financial choices. And we’re…
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
London, 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 2 days 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 2 days ago
JI
Account Manager
J.D. Irving, Limited
Montreal, QC
- Full-time
You’ll leverage our LTL, TL, Brokerage, and Courier solutions to win new business, expand share of wallet, and solve real customer challenges. Success in this role requires strong…
Added 2 days ago
CL
Manager of Corporate Finance- Investor Relations
Charger Logistics Inc
Brampton, ON
- Full-time
Charger Logistics is a leading asset-based transportation and supply chain solutions provider with operations across Canada, the United States, and Mexico. Headquartered in Brampton,…
Added 2 days ago
PP
Maintenance Technician
Private Pension Partners Inc.
Winnipeg, MB
- Full-time
…well-maintained. This role is essential in supporting the day-to-day operations and overall condition of our…
Added 2 days ago
SB
Supply Chain Manager
Sync Brokerage
Remote, Canada
- $60,000 to $90,000 USD / year
- Full-time
- Remote
Bachelor's degree in Supply Chain Management, Business, Operations Management, or a related field.
Added 2 days ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage
Added 2 days ago
TO
Transportation Manager
Tree of Life Canada
Mississauga, ON
- Full-time
The Transportation Manager is responsible for overseeing transportation operations and supporting the efficient, cost-effective, and reliable movement of goods across the North American…
Added 2 days ago
A
Logistics Coordinator
Altis
Toronto, ON
- Full-time
Join a collaborative and fast-paced organization supporting North American supply chain operations with a strong focus on U.S. and Canadian ocean imports. Working alongside a close-knit…
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
Victoriaville, 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 2 days ago
CL
Senior Accounting Manager
Charger Logistics Inc.
Brampton, ON
- Full-time
Charger Logistics is a leading asset-based transportation and supply chain solutions provider with operations across Canada, the United States, and Mexico. Headquartered in Brampton,…
Added 2 days ago
CL
Manager of Corporate Finance- Investor Relations
Charger Logistics Inc.
Brampton, ON
- Full-time
Charger Logistics is a leading asset-based transportation and supply chain solutions provider with operations across Canada, the United States, and Mexico. Headquartered in Brampton,…
Added 2 days ago
J
Directeur(trice) principal(e) de projets / Director, PDS Projects
JLL
Bromont, QC · CAN-CLIENT Bromont-IBM - Bromont
- Full-time
…conception, les entrepreneurs spécialisés et les groupes d'opérations et d'ingénierie du…
Added 3 days 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 3 days ago
A
Senior Manager, Sales Enablement & Operations - Qtrade Direct Investing
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
We're looking to fill an opening for a Senior Manager, Sales Enablement & Operations to join our Strategic Partnerships and Priority Clients team.
Added 3 days ago
A
Bilingual Onboarding Officer
Aviso
Toronto, ON
- $55,000 to $65,000 CAD / year
- Full-time
Reporting to the Manager, Operations and working in a fast-paced environment, the Bilingual Onboarding Officer is expected to provide high-quality customer service by managing all aspects…
Added 3 days ago
J
Directeur (trice) principal(e) de la gestion des installations / Regional Facilities Manager
JLL
Mississauga, ON · Montreal, QC · CAN-CLIENT Montreal-Schneider
- Full-time
En tant que directeur ou directeur principal de la gestion des installations chez JLL, vous dirigerez les opérations techniques et la surveillance stratégique d'un portefeuille multi-sites…

PIA Client Service Associate

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 27, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 23, 2026

Original job description

Work Location:

Toronto, 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:

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 maintaining compliance with all account documentation and marketing standards.

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 products
Wealth management
Documentation preparation
Relationship management
Compliance
Communication skills
Risk management
Data analysis
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 Representative
CIRO
Private Wealth Management
Brokerage
Administrative Support
Client Experience
Compliance
Investment Portfolio
Banking
Financial Services
Risk Management
Marketing Materials
Referral Coding
Account Documentation

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