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Added 44 mins 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 6 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
Accept/create leads and ensure correct referral coding administration
Added 7 hours ago
CC
Retail Shift Leader
Canna Cabana
Fort Saskatchewan, AB
- Part-time
Provide assistance to store management in supervising and facilitating the daily operations of the store
Added 8 hours ago
EP
Senior Logistics Manager
Export Packers Company Limited
Brampton, ON
- Full-time
We are looking for a Senior Logistics Manager to oversee logistics within our International Trading Division, which moves commodities such as meat, seafood, fruits, and honey across North…
Added 8 hours ago
BB
Store Manager
Bulk Barn Foods Limited
Vernon, BC
- Full-time
…maintains a comprehensive corporate structure that includes Administration, Customer Service, Finance, Franchising, IT, Inventory and Logistics, Marketing, Merchandising and Buying, Real…
Added 8 hours ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
The Growth Coordinator is responsible for the coordination and implementation of key strategies, actions, and operations to improve growth outcomes for the City of Saint John. Housed within…
Added 8 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 8 hours ago
PC
Salesforce Platform Owner
Parkland Corporation
Calgary, AB
- Full-time
…Greater Caribbean, and Europe. The Partnership’s midstream operations include an extensive network of approximately 14,000 miles of pipeline and over 160 terminals. This critical…
Added 8 hours ago
PC
Salesforce Platform Owner
Parkland Corporation
Calgary, AB
- Full-time
…Greater Caribbean, and Europe. The Partnership’s midstream operations include an extensive network of approximately 14,000 miles of pipeline and over 160 terminals. This critical…
Added 8 hours ago
B
Versatile Technologist (Versatile Technologist-General)
Boeing
Winnipeg, MB · CAN - Winnipeg, Canada
- Full-time
Boeing Canada Winnipeg is seeking Network Administrator, reporting to the Senior Information Technology Manager, working out of the Winnipeg, Manitoba, Canada office.
Added 9 hours ago
Site Administrator
Del Property Management
ON
…members, and service providers while ensuring smooth daily operations and maintaining high standards of customer…
Added 9 hours ago
Site Administrator
Del Property Management
ON
Reports To: Condominium Manager / VP of Operations
Added 9 hours ago
Business Development Manager, Ontario - Maintenance Industry
United Services Group
Ajax, ON · Brampton, ON · Guelph, ON · Kitchener, ON · Mississauga, ON · Toronto, ON
…collaborate with the National Key Account Managers, our sales operations and marketing functions to realize sales goals. Travel is required throughout Western Canada and to head office. In…
Added 9 hours ago
JF
Spécialiste en Acquisition de Talents Bilingue / Bilingual Talent Acquisition Specialist
JG fruits et légumes
Chambly, QC · J.G. Rive-Sud & Legumes Inc-Québec-JGL
- Full-time
Préparer les lettres d’offre et gérer l’administration d’embauche.
Added 10 hours ago
Senior Specialist Labour Relations
Canada Post - Postes Canada
Ottawa, ON
…to business partners, support groups, and Local and Regional Operations management on the interpretation, application and administration of various Collective Agreements, labour…
Added 10 hours ago
ML
store manager - retail
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- Full-time
Study market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on sales
Added 14 hours ago
General Manager
Amica Senior Lifestyles
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As the General Manager you are responsible for the day-to-day operations of the community ensuring the provision of high quality care and service; management, supervision and clinical…
Added 14 hours ago
FH
Licensed Practical Nurse, Full Scope
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BC · Tri-Cities / Coquitlam / Port Coquitlam / Port Moody, British Columbia
- Part-time
Under the direction of the Manager, Clinical Operations or designate and in collaboration as a member of a multidisciplinary team; performs assessments, plans, implements and evaluates…
Added 14 hours ago
R
Manager, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
The Manager, Business Development generates new business for ReVisionz with owner-operators across North America, opening new accounts and winning new work with existing clients across the…
Added 15 hours ago
R
Manager, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
The Manager, Business Development generates new business for ReVisionz with owner-operators across North America, opening new accounts and winning new work with existing clients across the…
Added 15 hours ago
B
Operational Technology Cybersecurity Lead
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- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 15 hours ago
S
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- Full-time
As Regional Sales Manager, Nuclear, you will play a critical role in growing Shawflex's nuclear products and services business across Canada. Success in this role means expanding sales and…
Added 15 hours ago
S
Regional Sales Manager, Nuclear
Shawflex
Toronto, ON · Etobicoke, ON
- Full-time
As Regional Sales Manager, Nuclear, you will play a critical role in growing Shawflex's nuclear products and services business across Canada. Success in this role means expanding sales and…
Added 15 hours ago
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Clinic Manager
Sanova Health
Toronto, ON · Scarborough, ON
- Part-time
We are seeking an experienced, organized and dependable Medical Clinic Manager to oversee the daily operations of our medical clinic in Scarborough. The ideal candidate must have extensive…
Added 16 hours ago
GE
Hospitality F&B Assistant Manager
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Reporting to the Restaurant Manager is responsible to provide leadership with the team and takes ownership of daily operations. The ability to react to situations that need a sense of…

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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