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Added 18 hours ago
CO
Clerk B - Enforcement Services
City of Winnipeg
Winnipeg, MB
- Full-time
Ability to provide excellent customer service to internal and external stakeholders in a fast-paced and busy work environment.
Added 19 hours ago
SC
Financial Service Representative MSC
StellerVista Credit Union
Cranbrook, BC
- Full-time
As a Financial Service Representative, you will provide exceptional member experience to members and contribute to the success of the Member Solutions Centre (MSC) through the achievement…
Added 19 hours ago
Assistant Hotel Manager
Sunshine Village Corporation
Banff, AB
The primary function of this role is to ensure that hotel service delivery and work performed by hotel supervisors meets, and exceeds, guest expectations. This role must be able to perform…
Added 22 hours ago
NC
Project Coordinator (Entry-Level)
Newfoundland Capital Corporation Limited
Montreal, QC
- Full-time
Education & Experience: 0–2 years of experience in project coordination, administrative support, or customer service. A degree or diploma in Business Administration, Operations, IT, or a…
Added 22 hours ago
WD
Museum Associate - Part-time position
Western Development Museum
Moose Jaw, SK
- Part-time
Grade 12 diploma or equivalent and one to two years of relevant experience in customer service and program development or delivery. An equivalent combination of education and experience…
Added 1 day ago
MR
Mechanical Systems Specialist
Mount Royal University
Calgary, AB
- Full-time
…staff. Our team of professionals are dedicated to providing customer service excellence. Our staff respond to daily service requests and emergency/ priority situations as…
Added 1 day ago
BB
Central Repository Manager
Bosch Building Technologies North America
Vancouver, BC
- Full-time
Strong leadership, judgment, communication, organizational, analytical, and customer service skills
Added 1 day ago
NS
Procurement Coordinator - Supply Chain Operations
Nova Scotia Health Authority
Halifax, NS
- Full-time
…Procurement in creating requests for services to be performed by Service Nova Scotia – Internal Services – Procurement Shared Service by using…
Added 1 day ago
H
Technical Specialist
Hays
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
…and system-related challenges while delivering exceptional customer service. This role requires strong troubleshooting skills, a calm and professional approach, and the ability to…
Added 1 day ago
S
Project Coordinator (Entry-Level)
Stingray
Montreal, QC
- Full-time
Education & Experience: 0–2 years of experience in project coordination, administrative support, or customer service. A degree or diploma in Business Administration, Operations, IT, or a…
Added 1 day ago
S
Manager, Facilities
St.Amant
Winnipeg, MB
- Full-time
…partner programs while providing employees with respectful customer…
Added 1 day ago
Administrative Legal Assistant/Intake Legal Assistant, Term B056-26
Legal Aid BC
Victoria, BC
Added 1 day ago
LS
Customer Service Rep & Office Service Support (10- Month Limited Term)
Law Society of Alberta
Calgary, AB
- Full-time
When assigned to the Contact Centre, responsibilities as the Customer Service Representative (CSR) include providing information, guidance, and available resources to customers. The Contact…
Added 1 day ago
BC
Service Advisor - Speedy Glass
Belron Canada inc
Newmarket, ON
- Full-time
You are the person who likes to set the tone for the customer’s experience. As a Customer Service Representative, you will create ease in a fast-paced, action-oriented role. You will enjoy…
Added 1 day ago
B
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…experience, balancing strong investment discipline with proactive service and trusted…
Added 1 day ago
T
Workplace Ambassador
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Vancouver, BC
- Full-time
Submit, coordinate and track facility and technology service requests
Added 1 day ago
SH
Unit Clerk-Commis d'unité
Southern Health-Santé Sud
Ste. Anne, MB
- Full-time
Added 1 day ago
CO
Clerk B - Health Resources
City of Winnipeg
Winnipeg, MB
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Excellent customer service skills with the ability to deal with requests and inquiries in a professional, courteous and timely manner.
Added 1 day ago
W
Parts Representative
Wajax
Clairmont, AB
- Full-time
As a key member of the Wajax team the Parts Representative is responsible for providing an elevated level of customer service in support of the business of service and parts sales to the…
Added 1 day ago
CF
Seasonal Guest Services Representative - Contract (PT)
Cadillac Fairview
Toronto, ON · Etobicoke, ON
- Part-time
To provide exceptional customer service to valued shoppers, community retailers and business partners. The successful candidate must have availability and flexibility to work days,…
Added 1 day ago
BB
Central Repository Manager
Bosch Building Technologies
Vancouver, BC
- $95,000 to $105,000 USD / year
- Full-time
Strong leadership, judgment, communication, organizational, analytical, and customer service skills.
Added 1 day ago
PT
Central Repository Manager
Paladin Technologies
Vancouver, BC
- Full-time
Strong leadership, judgment, communication, organizational, analytical, and customer service skills
Added 1 day ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
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…
Added 1 day ago
EC
Youth Exchanges Program Coordinator - Coordinateur ou coordinatrice d’échange de jeunes
Experiences Canada
Ottawa, ON
- Full-time
Reporting to the Manager, the Coordinator is responsible for the day-to-day administration of Experiences Canada’s Youth Exchanges program. They will work as part of a small, dedicated team…
Added 1 day ago
SW
ScotiaMcLeod Administrative Associate - Waterloo
Scotia Wealth Management
Waterloo, ON
- Full-time
…or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their…

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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