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AA
Health Safety Environment Advisor
Acden Aves
Calgary, AB
- Full-time
Role Description The Health Safety Environment (HSE) Advisor is a full-time, on-site role based in Fort McMurray, AB. Day-to-day tasks include conducting site inspections, risk assessments,…
Added 1 hour ago
MC
Manager, Revenue Accounting & Reporting
Make-A-Wish Canada
Toronto, ON
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
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IC
VP, Life Operations
ivari Canada
Toronto, ON
- Full-time
Maintain and improve risk identification and mitigation processes, including activities and controls associated with meeting contractual, regulatory, and legislative requirements.
Added 1 hour ago
RH
Controller
Robert Half
Sturgeon Falls, ON
- Full-time
…mentoring teams, improving processes, and acting as a trusted advisor to business…
Added 1 hour ago
A
Commercial/Sales Account Director I
AMECO
Terrace, BC
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 1 hour ago
A
Commercial/Sales Account Director I
AMECO
Kitimat, BC
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 1 hour ago
S
Senior HSEQ Advisor
Sedgman
Vancouver, BC
- Full-time
Sedgman is seeking an experienced Senior HSEQ Advisor to join our North American team, based in either Vancouver, Canada or Phoenix, USA.
Added 1 hour ago
A
InfraSec Project Manager
Affinity
Burnaby, BC
- Contract
Define and refine project scope, success metrics, deliverables, and business outcomes aligned to strategic goals and regulatory requirements
Added 1 hour ago
B
Corporate Relations Advisor
Brunel
AB · Alberta, Canada
- $100 to $130 CAD / hour
- Contract
Brunel is currently seeking an experienced Corporate Relations Advisor to support Indigenous and stakeholder engagement activities for a major industrial organization in British Columbia.…
Added 1 hour ago
WI
Senior Environmental Engineer / Geoscientist
WSP in Canada
Barrie, ON
- Full-time
Drawing on your deep geoscience expertise and strong understanding of Northern Ontario’s environmental, geological, and regulatory context, you’ll guide environmental assessments, site…
Added 2 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Maintain a strong global control environment while ensuring compliance with IFRS, regulatory requirements, tax authorities, and corporate governance standards.
Added 3 hours ago
PC
Environmental Compliance Intern - January 2027 (12 or 16 Month Term)
Parkland Corporation
Burnaby, BC
- Other
The Environmental Specialist Intern supports the Compliance Assurance (CA) program to help ensure alignment with regulatory requirements. The successful candidate will contribute to…
Added 3 hours ago
TO
Senior Advisor, WSIB & Return To Work
The Ottawa Hospital
Ottawa, ON
- Full-time
The Senior Advisor Occ Health consults collaboratively with internal and external stakeholders to provide guidance, assistance and provide resolution of issues for workplace injuries. This…
Added 3 hours ago
Director, Product Taxation
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
…solutions. This role is responsible for monitoring legislative and regulatory changes, assessing impacts to the business, and providing strategic guidance that supports innovative,…
Added 3 hours ago
T
General Counsel
Techo-Bloc
Longueuil, QC · Saint-Hubert, Quebec
- Full-time
This is a rare chance to become Techo-Bloc's first General Counsel and a trusted advisor to the CEO - with real influence, autonomy, and the opportunity to build something lasting.
Added 4 hours ago
Senior Advisor, Agency Oversight and Freedom of Information
Alcohol and Gaming Commission of Ontario
Toronto, ON
The Alcohol and Gaming Commission of Ontario (AGCO) is a regulatory agency that reports to the Ministry of the Attorney General. The AGCO is responsible for regulating the alcohol, gaming,…
Added 4 hours ago
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Environmental Compliance Intern - January 2027 (12 or 16 Month Term)
Parkland Corporation
Burnaby, BC
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The Environmental Specialist Intern supports the Compliance Assurance (CA) program to help ensure alignment with regulatory requirements. The successful candidate will contribute to…
Added 4 hours ago
PC
Environmental Compliance Intern - January 2027 (12 or 16 Month Term)
Parkland Corporation
Burnaby, BC
- Other
The Environmental Specialist Intern supports the Compliance Assurance (CA) program to help ensure alignment with regulatory requirements. The successful candidate will contribute to…
Added 5 hours ago
N
Analyst, Continuous Improvement
Nutrien
Saskatoon, SK
- Full-time
…ensuring process compliance with all relevant legislation, regulatory policies, and Nutrien’s governance…
Added 5 hours 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 5 hours ago
EJ
CA Financial Advisor
Edward Jones
Calgary, AB
- $38,500 to $100,000 CAD / year
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…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 5 hours ago
LH
Manager, Legal Services and General Counsel
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London, ON
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…Health Sciences Centre (LHSC). This role will act as a trusted advisor, offering expert legal counsel and representation on complex claims, litigation risks, regulatory matters, and…
Added 5 hours ago
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Mechanical Engineer Level I
Worley
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Serve as a trusted technical advisor to clients on materials performance, corrosion management strategies, asset integrity, life-cycle management, and risk mitigation.
Added 5 hours ago
C
Sr. Manager, Email and Distributed Marketing
CIBC
Toronto, ON
- Full-time
…execution, governance, optimization, and ongoing management of advisor- and business-driven email communications across both Salesforce Marketing Cloud and traditional email channels,…
Added 5 hours ago
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Analyst, Continuous Improvement
Nutrien
Calgary, AB
- Full-time
…ensuring process compliance with all relevant legislation, regulatory policies, and Nutrien’s governance…

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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