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Added 7 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…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…
Added 22 hours ago
EC
Event Producer - Hybrid (Project-Based)
Encore Canada
Brampton, ON
- Full-time
…work collaboratively to find creative solutions during the development of projects. The Event Producer will ensure that all the right steps/process are followed and that the results of the…
Added 1 day ago
NS
Extension Agent, 4-H Youth Development (Assistant, Associate or Full Agent)
NC State Extension Forestry
ON · Durham, ON
- Full-time
Working Title Extension Agent, 4-H Youth Development (Assistant, Associate or Full Agent) Appointment 12 Month Recurring Job Type Full-Time - Permanent FTE 1.0
Added 1 day ago
RP
Account Manager
Reimagined Parking
Toronto, ON
- $65,000 to $70,000 CAD / year
- Full-time
The Account Manager will leverage his/her project management and managerial abilities to supervise functions for Reimagined Parking’s client-facing accounts. Reporting to the general…
Added 1 day ago
OM
Associate Director, Programmatic
Omnicom Media
Toronto, ON
- Full-time
The Associate Director, Programmatic is a senior leader responsible for delivering best-in-class programmatic solutions across a dedicated client portfolio. This role provides thought…
Added 1 day ago
FC
AVP Commercial Credit
FirstOntario Credit Union
Burlington, ON
- Full-time
The Associate Vice President (AVP), Commercial Credit is responsible to lead the Commercial Credit team within FirstOntario, ensuring the group meets its mandate of providing effective…
Added 1 day ago
O
Senior Manager, Programmatic
OMD
Toronto, ON
- Full-time
The Account Manager, Programmatic is a pivotal leadership role responsible for formal team management, client relationship ownership, and supports the associate director in achieving the…
Added 1 day ago
OM
Account Manager, Programmatic
Omnicom Media
Toronto, ON
- Full-time
The Account Manager, Programmatic is a pivotal leadership role responsible for formal team management, client relationship ownership, and supports the associate director in achieving the…
Added 1 day ago
FC
Tarificateur(trice) – Assurance collective
First Canadian Financial Group
Pointe-Claire, QC
- Full-time
Le titre de Certified Employee Benefits Specialist (CEBS), Group Benefits Associate (GBA), Fellow, Life Management Institute (FLMI) ou un titre équivalent constitue un atout.
Added 1 day ago
M
Gestionnaire de comptes clés, Unité d’affaires Animaux de compagnie – Santé animale / Key Account Manager, Companion Animal Business Unit - Animal Health
Merck
Calgary, AB · Edmonton, AB · ON · Kirkland, QC
- Full-time
Added 1 day ago
RD
Senior Associate
RBC Dominion Securities
Toronto, ON
- Full-time
…clients achieve their financial goals. We are seeking a Senior Associate to join our…
Added 1 day ago
TC
HR Business Partner (HRBP) Manager
TJX Canada – Winners, Marshalls, HomeSense
Montreal, QC
- $89,208 to $135,086.4 CAD / year
- Full-time
Immediate access to our Group Benefits package, including a Health Care Spending Account, Associate & Family Assistance Program, and various well-being resources
Added 1 day ago
AG
Associate Director, Programmatic
Adelphi Group
Toronto, ON
- Full-time
The Associate Director, Programmatic is a senior leader responsible for delivering best-in-class programmatic solutions across a dedicated client portfolio. This role provides thought…
Added 1 day ago
AG
Account Manager, Programmatic
Adelphi Group
Toronto, ON
- Full-time
The Account Manager, Programmatic is a pivotal leadership role responsible for formal team management, client relationship ownership, and supports the associate director in achieving the…
Added 1 day ago
WC
(CAN) Customer Service Manager
Walmart Canada
Winnipeg, MB
- $15 CAD / hour
- Full-time
…customer loyalty. The Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and…
Added 1 day ago
WC
(CAN) Customer Service Manager
Walmart Canada
Saskatoon, SK
- $15 CAD / hour
- Full-time
…customer loyalty. The Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and…
Added 1 day ago
RB
Senior Associate
Royal Bank of Canada
Toronto, ON
- Full-time
…clients achieve their financial goals. We are seeking a Senior Associate to join our…
Added 1 day ago
T&
Business Operations Partner
Turner & Townsend
Toronto, ON
- Full-time
The Business Operations Partner is a key support role within the team, providing a hybrid of executive support, operational coordination, marketing/proposal development, and administrative…
Added 1 day ago
ES
Inside Sales Associate
ECCO Supply™
Saskatoon, SK
- Full-time
The Inside Sales Associate will work co-operatively with the Project & Account Managers, Outside Sales, and Estimation teams to grow existing customers, generate new customers, and meet or…
Added 1 day ago
SA
Associate Dean, Operations
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
As the Associate Dean, Operations of the MacPhail School of Energy and School of Construction, you will provide operational leadership and strategic direction across workforce planning,…
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 1 day ago
T&
Business Operations Partner
Turner & Townsend
Toronto, ON
- Full-time
The Business Operations Partner is a key support role within the team, providing a hybrid of executive support, operational coordination, marketing/proposal development, and administrative…
Added 1 day ago
W
(CAN) Customer Service Manager
Walmart
Winnipeg, MB
- Part-time
…customer loyalty. The Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and…
Added 1 day 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 1 day ago
T
Canadian Commercial Banking Associate
TD
Thunder Bay, ON
- Full-time
…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…

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

Apply About employer

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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