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Added 12 mins ago
C
Telecommunications Architecture Advisor
COFOMO
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- Full-time
Hold a bachelor's degree in computer science, software engineering, information systems or a related discipline.
Added 13 mins ago
Senior Advisor, Agency Oversight and Freedom of Information
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…more strategic approach with respect to data governance and management to assure quality and optimize the value of data and…
Added 28 mins ago
PC
Environmental Compliance Intern - January 2027 (12 or 16 Month Term)
Parkland Corporation
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- Other
As of November 1, 2025, Sunoco LP has successfully completed its acquisition of Parkland Corporation. For more information, please visit www.sunocolp.com.
Added 28 mins ago
PC
Environmental Compliance Intern - January 2027 (12 or 16 Month Term)
Parkland Corporation
Burnaby, BC
- Other
As of November 1, 2025, Sunoco LP has successfully completed its acquisition of Parkland Corporation. For more information, please visit www.sunocolp.com.
Added 28 mins ago
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- Full-time
Act as a strategic advisor to architecture teams, projects and stakeholders;
Added 43 mins ago
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- $115,000 to $145,000 CAD / year
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Added 43 mins ago
Director, Client Relationships Western Canada
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC · Winnipeg, MB
…culture, and championing initiatives that enhance the client, advisor, and member…
Added 1 hour ago
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Utilize Salesforce CRM and other sales tools to maintain accurate customer information, prospect activity, sales forecasts, and pipeline management.
Added 1 hour ago
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- $40,000 to $52,000 CAD / year
- Full-time
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Added 1 hour ago
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- Full-time
Serve as the expert advisor, providing recommendations and driving execution of process improvement, digital transformation, and automation strategies
Added 1 hour ago
EJ
CA Financial Advisor
Edward Jones
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- $38,500 to $100,000 CAD / year
- Full-time
…estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a client support team, a home-office team…
Added 1 hour ago
EJ
CA Financial Advisor
Edward Jones
Calgary, AB
- $38,500 to $100,000 CAD / year
- Full-time
…estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a client support team, a home-office team…
Added 1 hour ago
LH
Manager, Legal Services and General Counsel
London Health Sciences Centre (LHSC)
London, ON
- Full-time
…regional, national and international partnerships. For more information, please visit…
Added 1 hour ago
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Senior Advisor,Rapid Transit Insights
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Toronto, ON
- Full-time
The Rapid Transit Analysis team is seeking a Senior Advisor, Rapid Transit Insights, who will carry out comprehensive technical analysis to develop strategic plans in support of corporate…
Added 1 hour ago
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Analyst, Continuous Improvement
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- Full-time
Serve as the expert advisor, providing recommendations and driving execution of process improvement, digital transformation, and automation strategies
Added 1 hour ago
EJ
Canada Registered Branch Associate Trainee -Bedford, NS
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…Organization (CIRO), who create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial…
Added 1 hour ago
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Added 2 hours ago
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Reporting to the Scheduling Operations Manager, and working in collaboration with the Assistant Manager, the Scheduling Advisor supports the scheduling team and is responsible for…
Added 2 hours ago
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Lead effort to improve business performance, supporting decision making and guiding financial management
Added 2 hours ago
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…application to the attention of: The Recruitment Team. For further information regarding this posting, please email Vincent…
Added 2 hours ago
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Elementary Long Term Occasional (LTO) 100% French Core and FDK Prep
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…application to the attention of: The Recruitment Team. For further information regarding this posting, please email Cynthia Wilson, Principal,…
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Elementary Long Term Occasional (LTO) 100% Jr/Int French Core
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…application to the attention of: The Recruitment Team. For further information regarding this posting, please email Sarah Anderson, Principal, at…
Added 2 hours ago
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…application to the attention of: The Recruitment Team. For further information regarding this posting, please email Kathy McAlpine, Principal, at…
Added 2 hours ago
HT
VP, Accounting & Controllership (Husky)
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Accelerating the monthly and quarterly close process while improving the quality, accessibility, and reliability of financial information.
Added 2 hours ago
NH
Workplace Relations & Investigations Consultant
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St. Catharines, ON
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You are a trusted advisor and skilled facilitator and investigator who understands that positive workplace relationships are essential to employee well-being, engagement and exceptional…

PIA Client Service Associate

Burlington, 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 29, 2026

Original job description

Work Location:

Burlington, 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 creating reports for client accounts. Deliver high-quality client service by responding to inquiries and maintaining professional relationships with high-value clients.

Requirements

Candidates should possess 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 knowledge
Communication skills
Relationship building
Documentation management
Compliance adherence
Risk management
Marketing support
Data analysis
Referral management
Attention to detail

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
Client Meetings
Referral Coding
Financial Institutions
Portfolio Management
Brokerage

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