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Added 24 mins ago
BK
Restaurant manager
Burger King
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Added 38 mins ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Delivers consistent client service using established playbook and guidelines.
Added 38 mins ago
J
Major Account Manager
JobsMedia.io
Mascouche, QC
- Full-time
We are seeking an experienced Key Account Manager for a large company in the industrial sector. This individual will assume strategic responsibility for a portfolio of key accounts, with a…
Added 54 mins ago
TS
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD Securities
Toronto, ON
- Full-time
…launching, commercialization, and on-going management of a product/service. Reporting to Payments Product, the successful candidate could be involved in several cross-GTB initiatives…
Added 1 hour ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 1 hour ago
NB
Banking Advisor D
National Bank of Canada
Montreal, QC
- Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 2 hours ago
PV
Hospital Manager
P3 Veterinary Partners
Timmins, ON
- Internship
The Hospital Manager provides onsite leadership and oversight of the management team to ensure that high quality care is provided to our patients and their people. You will be responsible…
Added 3 hours ago
T
Associate, Transaction Banking Product Development
TD
Toronto, ON
- Full-time
The Associate, Transaction Banking Product Development is a member of the TB Product Transformation team and will report directly to the Director, TB Payments, Product Transformation. The…
Added 3 hours ago
T
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD
Toronto, ON
- Full-time
…launching, commercialization, and on-going management of a product/service. Reporting to Payments Product, the successful candidate could be involved in several cross-GTB initiatives…
Added 4 hours ago
AC
Infrastructure & Capital Projects - Office Manager, COM
Accenture Construct
Toronto, ON
- Full-time
Effective facility management of the office facilities occupied by the integrated project team, made up of the client, delivery partners and contractors.
Added 4 hours ago
AC
Senior Manager, Supply Chain
Aston Carter
Markham, ON
- $170,000 to $225,000 CAD / year
- Full-time
…États-Unis, au Canada, en Asie et en Europe, Aston Carter est au service dun grand nombre dentreprises du classement Fortune 500. Nous sommes fiers davoir remporté la désignation « Prix…
Added 5 hours ago
V
Senior Roster Coordinator South and East Region
VMCH
Mulgrave, NS
- Full-time
Lead the Rostering team. Maintain accurate rosters to meet client needs.
Added 5 hours ago
MS
Onboarding Engagement Project Manager, AVP
Morgan Stanley
Calgary, AB
- Full-time
The Onboarding Project Manager will be part of the U.S. Public Equity Solutions group within the Morgan Stanley at Work organization. U.S. Public Equity Solutions service group is…
Added 6 hours ago
BC
Moncler Team Lead - Yorkdale Shopping Centre, Toronto
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
As a Team Lead, you will be an ambassador of the Brand. You will assist the Store Director/Store Manager and/or Client Advisor Manager (CAM) to coach and develop the team, build Client…
Added 7 hours ago
CO
Manager, Talent Acquisition
Capital One
Toronto, ON
- Full-time
Our Talent Acquisition team is at the forefront of attracting, engaging and retaining great talent that is passionate about changing banking for good. We provide a best-in-class experience…
Added 7 hours ago
BT
Manager, Private Enterprise Services
Baker Tilly Canada
Peterborough, ON
- Full-time
Collaborate with Partners and the client service team to plan, execute, and complete a wide range of review engagements, compilation engagements, and tax engagements for owner-managed…
Added 7 hours ago
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- Full-time
The Culinary Manager provides strategic leadership through influence rather than direct authority, assisting in developing culinary standards, training programs, menu innovation,…
Added 7 hours ago
UO
Manager, School of Pharmaceutical Sciences
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Client Service Orientation: Help or serve othe
Added 7 hours ago
Spécialiste du support client bilingue/ Bilingual Client Support Specialist
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Boisbriand, QC
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Added 7 hours ago
Gestionnaire de performance, Québec city
AutoTrader.ca
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…clients à optimiser leurs processus, à améliorer leur expérience client et à atteindre de meilleurs…
Added 7 hours ago
A
Gestionnaire de performance, Québec city
AutoTrader.ca
Quebec, QC
- Full-time
…clients à optimiser leurs processus, à améliorer leur expérience client et à atteindre de meilleurs…
Added 7 hours ago
A
Spécialiste du support client bilingue/ Bilingual Client Support Specialist
AutoTrader.ca
Boisbriand, QC
- Full-time
Le rôle du spécialiste – service à la clientèle est de fournir un soutien quotidien axé sur la clientèle à des clients et à des groupes de concessionnaires particuliers qui font affaire…
Added 9 hours ago
SM
29954-RFR-DTS-071 – Project Manager
S M Software Solutions Inc
Winnipeg, MB
- Full-time
Through the application of appropriate management techniques, the Project Manager will lead and manage the efforts of the Project Team to achieve the project's objectives and meet project…
Added 9 hours ago
SM
29954-RFR-DTS-071 – Project Manager
S M Software Solutions Inc
Winnipeg, MB
- Full-time
Through the application of appropriate management techniques, the Project Manager will lead and manage the efforts of the Project Team to achieve the project's objectives and meet project…

PIA Client Service Associate

Markham, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 13, 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:

Markham, 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 client reports. Deliver high-quality client service by responding to inquiries and maintaining compliance with firm policies.

Requirements

Requires 1-2 years of relevant experience in banking or administration and a preference for an undergraduate degree or community college diploma. Candidates must obtain or hold an Investment Representative (IR) license with the Canadian Investment Regulatory Organization (CIRO).

Skills

Administrative support
Client service
Investment knowledge
Communication skills
Relationship building
Documentation preparation
Compliance
Risk management
Marketing support
Attention to detail
Wealth management
Financial services

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
CIRO
Investment Representative
Banking
Administrative Support
Compliance
Risk Management
Marketing Materials
Financial Planning
Investment Products
Client Experience
Referral Coding
Portfolio Management
Brokerage

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