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Added 2 hours ago
S
Associate Manager, Brand Marketing
Shiseido
Markham, ON
- $75,000 to $85,000 CAD / year
- Full-time
Job Title: Associate Manager, Brand Marketing
Added 3 hours ago
T
Customer Experience Associate- Whistler, BC
TD
Whistler, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 3 hours ago
T
University of Victoria Networking Event - October 29 2026
TD
Victoria, BC
- Full-time
Positions are available across Canada for the Commercial Banking Intern/Co-op & Associate program. Please indicate your preferred location in your resume.
Added 3 hours ago
MD
Director, Oversight and Accountability - State Program Administrator Coordinator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…and oversight of approximately $1-2 billion/annually of grant investments by state agencies, boards, and commissions. This position will contribute expertise toward development of the…
Added 3 hours ago
EJ
Canada Registered Branch Associate Trainee -Bedford, NS
Edward Jones
Bedford, NS
- Full-time
If you’re looking for a challenging and rewarding career, the Registered Branch Associate role at Edward Jones may be the right opportunity for you. Registered Branch Associates are…
Added 4 hours ago
NR
Associate Portfolio Manager
North Road Investment Counsel
AB · Edmonton, AB
- Full-time
Do you love talking about investments and markets?
Added 4 hours ago
T
Manager, Advanced Analytic, Insurance Model Validations (Quants)
TD
Toronto, ON
- Full-time
Fellow or associate of the Society of Actuaries (FSA), Fellow or Associate of the Casualty Actuarial Society (ACAS), Fellow or Associate of the Canadian Institute of Actuaries (ACIA)
Added 4 hours ago
RC
Trade Marketing Analyst
Regal Confections Inc.
Mississauga, ON
- Full-time
Promotional ROI Analysis: Measure the impact and profitability of trade investments, feature placements (Endcaps, Action Alleys), and Rollbacks.
Added 5 hours ago
MW
Business Development Associate
Manulife Wealth & Asset Management
Montreal, QC
- Full-time
As part of Manulife Investments, you’ll join a high-performing wholesaling team alongside a District Vice President and a Business Development Manager. Your mission? Help drive sales growth…
Added 5 hours ago
GC
Senior Client Service Associate - Vancouver /Toronto
Genus Capital Management
Vancouver, BC
- Full-time
…institutions and families. For clients seeking to align their investments with their values, Genus offers a range of climate-friendly strategies grounded in environmental, social, and…
Added 6 hours ago
T
Customer Experience Associate
TD
Burnaby, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 6 hours ago
T
Associate, Private Wealth
TD
Toronto, ON
- Full-time
…financial services. The TD Private Wealth is looking to hire an Associate to join their dynamic team in providing an exceptional experience to their Ultra High Net Worth (UHNW)…
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
St. Albert, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 6 hours ago
T
Customer Experience Associate
TD
Duncan, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 7 hours ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 7 hours ago
T
PIA Client Service Associate
TD
Burlington, ON
- Full-time
…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…
Added 8 hours ago
T
Customer Experience Associate
TD
Yorkton, SK
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 8 hours ago
C
Associate Financial Advisor - Labrador City, NL
CIBC
Labrador City, NL
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 8 hours ago
CI
Associate, Private & Alternative Asset Operations (12-month contract)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
Joining CPP Investments means joining one of the world’s most admired and respected institutional investors to drive a single mandate: to deliver strong, sustainable returns for generations…
Added 9 hours ago
T
Customer Experience Associate
TD
Red Deer, AB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 10 hours ago
IF
Associate Director, Canadian Equities
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
Are you passionate about investing, capital markets, and fundamental research? As Associate Director, Canadian Equities, you will play a key role within a growing Canadian equity platform…
Added 10 hours ago
T
Senior Manager, Advanced Analytic, Insurance Model Validations (Quants)
TD
Toronto, ON
- Full-time
Fellow or associate of the Society of Actuaries (FSA), Fellow or Associate of the Casualty Actuarial Society (ACAS), Fellow or Associate of the Canadian Institute of Actuaries (ACIA)
Added 10 hours ago
T
Manager, Advanced Analytic, Insurance Model Validations (Quants)
TD
Toronto, ON
- Full-time
Fellow or associate of the Society of Actuaries (FSA), Fellow or Associate of the Casualty Actuarial Society (ACAS), Fellow or Associate of the Canadian Institute of Actuaries (ACIA)
Added 10 hours ago
T
Personal Banking Associate Trainee
TD
Delta, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 10 hours ago
T
Data Scientist I (Quants) – Insurance Model Validation
TD
Toronto, ON
- Full-time
Fellow or associate of the Society of Actuaries (FSA), Fellow or Associate of the Casualty Actuarial Society (ACAS), Fellow or Associate of the Canadian Institute of Actuaries (ACIA)

PIA Client Service Associate

Burlington, ON, Canada

Full-time

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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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