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Added 1 hour ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of…
Added 12 hours ago
P
Assistant Store Manager
Pandora
Waterloo, ON
- $25.7 to $32.1 CAD / hour
The Assistant Store Manager (ASM) will be the ultimate Pandora Fan. As the ASM you will fully immerse yourself in our brand, culture, and product, taking immense pride in delivering…
Added 12 hours ago
P
Assistant Store Manager
Pandora
Waterloo, ON
- Full-time
The Assistant Store Manager (ASM) will be the ultimate Pandora Fan. As the ASM you will fully immerse yourself in our brand, culture, and product, taking immense pride in delivering…
Added 12 hours ago
Director, Talent Acquisition and Employee Success
Tigera
Vancouver, BC
Manager Collaboration & Retention: Collaborate closely with managers across functions to understand team priorities and build data-informed talent retention and acquisition strategies.
Added 14 hours ago
TB
Store Manager
Tailored Brands
Calgary, AB
- Full-time
As a Store Manager you are expected to lead your store team to achieve sales performance expectations through active coaching, development of a team selling environment, and operational…
Added 14 hours ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 23 hours ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Burlington, ON
Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related…
Added 23 hours ago
Branch Manager
Talent Acquisition Team at Westland Insurance. Text reply only.
Gibsons, BC
As a Branch Manager, you're a collaborative sales leader with a genuine passion for the client experience and your team members. You're responsible for all our daily office operations.…
Added 23 hours ago
Strategy & Operations, Financial Services
Clutch Technologies Inc.
Toronto, ON
…individual to join our Financial Services team as Strategy & Operations Manager (Financial Services). This role is an opportunity to help build and scale a growing business within Clutch,…
Added 23 hours ago
T
Personal Banking Associate (Part time, 18.75h)- Charlesbourg
TD
Quebec, QC
- Part-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 23 hours ago
T
Personal Banking Associate (Full time)- Beauport
TD
Quebec, QC
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 1 day ago
IE
Manager, Supply Chain & Innovation
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
The Manager, Supply Chain Analytics & Innovation reports to the Senior Director, Supply Chain Operations and partners with Supply Chain leaders to identify, design and implement…
Added 1 day ago
S
store manager, Burlington, Oakville, ON
Starbucks
Oakville, ON · Burlington, ON
- $62,500 to $82,600 CAD / year
Our Store Managers bring the Starbucks experience to life by managing store operations, driving financial success, building great teams, and building a meeting place in their communities.…
Added 1 day ago
K
People and Culture Specialist
KFC
Vaughan, ON
- Full-time
Encompassing both a specialty in Total Rewards, plus broad exposure across HR Operations, Employee Experience, Talent initiatives, HR systems and People Analytics, this is an excellent…
Added 1 day ago
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Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
…business. In 2024, I was honored to take on the role of District Manager! Looking back on the past decade, I’m incredibly grateful for the opportunities I’ve been given to grow within the…
Added 1 day ago
Retail Ontario-Account Manager, Ontario
United Services Group
Ottawa, ON · Gatineau, QC
This role will also involve close collaboration with Partner Relations to ensure operational excellence and service quality, and with Talent
Added 1 day ago
S
Stage Experience Manager, Stores
sephora.com
Toronto, ON
- Full-time
As the Client Experience Manager at Sephora, you will oversee the success of our sales floor, or as we call it, our "Stage". This role focuses on coaching and development, driving your team…
Added 1 day ago
PI
HR Coordinator
Photonic Inc.
Coquitlam, BC
- $71,000 to $97,600 CAD / year
- Full-time
…onboarding and benefits administration through day-to-day people operations and recruitment coordination. You’ll partner closely with the People & Culture team, managers across the…
Added 1 day ago
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Hearing Instrument Specialist or Audiologist
Amplifon
Courtice, ON
- Full-time
…providing personalized consultations. Reporting to the Senior Area Manager, you will lead sales of hearing aids and accessories while educating the community on the importance of hearing…
Added 1 day ago
S
Talent and Business Operations Manager, Stores
sephora.com
Sudbury, ON · Greater Sudbury, ON,CA
- Full-time
As the next Manager of Store Operations and Talent at Sephora, you will lead the people and operational functions of your store. In this key leadership role, you’ll oversee staffing and…
Added 1 day ago
S
Stage Experience Manager, Stores
sephora.com
Toronto, ON
- Full-time
As the Client Experience Manager at Sephora, you will oversee the success of our sales floor, or as we call it, our "Stage". This role focuses on coaching and development, driving your team…
Added 1 day ago
H
Contract Recruiter
Hays
Windsor, ON
- Full-time
…will manage full-cycle hiring across technical, corporate, and operations roles — ensuring a smooth, efficient process for both candidates and Hiring Managers. You’ll be a trusted…
Added 1 day ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 1 day ago
TH
Directeur adjoint au service à la clientèle
The Home Depot Canada
Pointe-Claire, QC
- Full-time
…customer service escalations. At times, CXMs may be the only Manager available and will be expected to make business and associate decisions in partnership with appropriate resources and…
Added 1 day ago
CR
Associate Manager of Health & Wellness
COGIR Real Estate
Ottawa, ON
- Full-time
Our next Associate Health and Wellness Manager is the perfect role for an experienced nurse who is ready to become a leader. Under the leadership of the Health and Wellness Manager, you…

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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