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Added 11 mins ago
CA
IT Applications Manager
Crédit Agricole CIB
Montreal, QC
- Full-time
IT Applications Manager (CBTS Manager) will be based in Montreal, reporting directly to CACIB Americas CIO. The primary responsibility will entail development and support of corporate…
Added 11 mins ago
SA
Senior Financial Analyst
STAN AI
Toronto, ON · North York, ON
- $90,000 to $105,000 USD / year
- Full-time
…and we're on a mission to build the world's first AI property manager. Want to come along for the…
Added 41 mins ago
RE
Controller
Rénovation et Restauration après Sinistre, Renovco Inc.
Dorval, QC
- Full-time
We are looking for an experienced Controller or Senior Bookkeeper to own the full accounting function at RENOVCO. This is a hands-on, senior finance role at a growing construction and…
Added 41 mins ago
AI
Strategic Sourcing Manager
American Iron & Metal (AIM)
Montreal, QC
- Full-time
Reporting to the Director, Procurement, the Strategic Sourcing Manager is responsible for leading the organization’s strategic sourcing function and developing sourcing strategies aimed at…
Added 41 mins ago
AI
Accounts Payable Manager
American Iron & Metal (AIM)
Montreal, QC
- Full-time
Reporting to the Senior Manager, Corporate Accounting, the Accounts Payable Manager will play a key leadership role within AIM’s Finance Shared Services Center (FSSC). The incumbent will be…
Added 1 hour ago
T
Developing Investment Advisor - Edmonton & Calgary
TD
Calgary, AB
- Full-time
…maintaining active participation in decisions regarding their financial…
Added 1 hour ago
SA
Senior Multi-unit Restaurant Operations Leader
SSP America
Richmond, BC
- Full-time
Minimum 5 years of General Manager-level experience with full operational and financial accountability for a high-volume, full-service restaurant with bar/alcohol operations.
Added 2 hours ago
OC
Treasury Coordinator
Ocean Capital Holdings
Saint John, NB
- Full-time
…multiple companies and industries. Reporting to the Senior Manager – Treasury, you’ll play a key role in cash management, banking administration, corporate credit card oversight, treasury…
Added 3 hours ago
M
assistant manager - retail trade
MaxiCare
Amos, QC
- Full-time
Added 3 hours ago
K
Associate Vice President, Corporate Finance
KPMG
Calgary, AB · AB · Winnipeg, MB · Edmonton, Alberta
- Full-time
Strong technical finance proficiency, including knowledge of financial statements and general accounting principles.
Added 3 hours ago
K
Manager - Governance, Risk & Compliance Services / Internal Audit and Internal Controls in Halifax
KPMG
Halifax, NS
- Full-time
Internal Controls over Financial Reporting (ICFR)
Added 4 hours ago
UO
Accounting Specialist, Accounting Operations
University of Calgary
Calgary, AB
- Full-time
Reporting to the Manager, Accounting Operations, this position provides financial operations accounting advice, support to end-users with their requests predominately related to salary…
Added 5 hours ago
ES
Senior Consultant (BudgetPro)
Euna Solutions
Oakville, ON
- Full-time
Bachelor’s degree in business, accounting, finance or related field.
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
Sainte-Agathe-des-Monts, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 7 hours ago
NB
Business Account Manager
National Bank of Canada
Brossard, QC
- Full-time
A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex…
Added 9 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
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,…
Added 11 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 12 hours ago
C
Finance & Administration Manager [Fredericton Playhouse Inc. | Hawkes Centre for the Arts]
CareerBeacon
Fredericton, NB
- $61,901 to $80,473 CAD / year
- Full-time
Reporting to the Executive Director, the Finance & Administration Manager is responsible for the organization's accounting, payroll and benefits administration, financial reporting,…
Added 12 hours ago
FL
Manager, Business Valuations
Fuller Landau LLP
Toronto, ON
- Full-time
The Manager is responsible for management of each engagement including planning/methodology, communications with clients and counsel, financial research, review and analysis of documents,…
Added 13 hours ago
VM
Senior Accountant / Accounting Manager
Visa Master Canada (VMC)
Toronto, ON
- Full-time
…other corporations, and we are hiring a Senior Accountant / Accounting Manager to own day-to-day finances across the group, in-office, working alongside our external CPA firms and…
Added 13 hours ago
Site Administrator
Del Property Management
ON
Preparation of notices and correspondence, and posting accordingly under the Condominium Manager's supervision
Added 13 hours ago
Site Administrator
Del Property Management
ON
Reports To: Condominium Manager / VP of Operations
Added 14 hours ago
L
Planner, Strategic Sales Merchandise Planning
lululemon
Vancouver, BC
- Full-time
As a member of the product team, the Global Planning team is responsible for ensuring financial success of the company. They work closely with Merchandising to understand new product trends…
Added 16 hours ago
BT
Senior Audit and Assurance Accountant
Baker Tilly Canada
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 16 hours ago
BT
Supervisor, Audit and Assurance
Baker Tilly Canada
Courtice, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…

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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