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Added 4 mins ago
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Manager Mental Health and Addictions Services
HealthCareersInSask.ca
North Battleford, SK
- Full-time
Job Description: The Manager, Mental Health and Addictions Services, is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province’s healthcare goals.…
Added 4 mins ago
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Personal Lines Account Manager, Retail
HUB International
Brantford, ON
- Full-time
Join HUB as an Account Manager, Personal Lines Insurance
Added 4 mins ago
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Gestionnaire de Formation / Training Manager
Genetec
Remote, Canada
- Full-time
- Remote
…opérations de prestation, la stratégie régionale, l’engagement client et la collaboration interfonctionnelle. Il consiste à traduire les normes mondiales des services d’apprentissage et de…
Added 4 mins ago
OC
Engineering Manager
OSCO Construction Group
Saint John, NB
- Full-time
We are seeking an Engineering Manager (P.Eng.) to join our Engineering team. This role is ideal for an experienced engineering leader who is passionate about developing high-performing…
Added 4 mins ago
Occupational Therapist - Rehabilitation Services
Nova Scotia Health and IWK Health
Sydney, NS
The Occupational Therapist works under the supervision of the Manager. The Occupational Therapist (OT) works in collaboration with the client, caregivers and family to facilitate, restore…
Added 19 mins ago
Service Desk L1 Support Agent
Sid Lee
Toronto, ON
…responsible for providing technical support to company users. In a client-focused and team-oriented environment, the selected candidate will perform various installation and maintenance…
Added 19 mins ago
FR
Service Advisor
Fraserway RV
Abbotsford, BC
- Full-time
Keep the shop moving: Work closely with technicians, Service Manager, and warranty to resolve issues and maintain an efficient workflow.
Added 19 mins ago
Software Engineer, Identity
Lyft
Toronto, ON
Developing OAuth client provisioning and related tooling.
Added 19 mins ago
RB
Senior Manager, Treasury Solutions – Corporate, Transaction Banking (SWO)
Royal Bank of Canada
Burlington, ON
- Full-time
As a Senior Manager, Treasury Solutions with RBC’s Treasury Solutions Corporate Coverage team, you will be responsible to proactively provide advice and enable clients to leverage RBC’s…
Added 19 mins ago
UH
Physiotherapist
University Health Network
Thornhill, ON · Vaughan, Ontario
- Full-time
At Altum Health, we believe in providing “The Right Care. Always.” by offering client-centered services that address the physical, psychosocial, and behavioral issues related to injury or…
Added 19 mins ago
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ESP Customer Manager
Aston Carter
Longueuil, QC
- $45 to $60 CAD / hour
- Contract
Job Title: ESP Customer Manager Job Description
Added 34 mins ago
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Construction Manager
Robert Half
BC · Fraser Valley, BC
- Full-time
Our client is a well-established privately owned commercial general contractor based in the Fraser Valley with more than 25 years of experience in the construction industry.
Added 34 mins ago
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Industrial Cybersecurity Senior Consultant 1
Black & Veatch
Markham, ON
- Full-time
Assesses people, process, and technical dimensions of client cybersecurity posture
Added 34 mins ago
RI
Branch Manager
Rentokil Initial
Sackville, NB
- $85,000 to $95,000 CAD / year
- Full-time
Under the supervision of the Regional Director, the duties and responsibilities of the Branch Manager include, but are not limited to, the following:
Added 34 mins ago
RI
Branch Manager
Rentokil Initial
Halifax, NS
- $85,000 to $95,000 CAD / year
- Full-time
Under the supervision of the Regional Director, the duties and responsibilities of the Branch Manager include, but are not limited to, the following:
Added 34 mins ago
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Technical Sales Engineer (Electrical Power Solutions) (LB0010)
Potenco
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our client, a well-established and growing provider of electrical power solutions, is seeking a Technical Sales Leader / Regional Sales Manager to take ownership of a critical product line:…
Added 34 mins ago
B
Cleaning Supervisor
BGIS
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- Full-time
Make independent decisions and consult with Property Manager, as necessary, in the day-to-day operations of the BGIS Cleaners and keep documentations as required by client MSA and BGIS.
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Senior Estimator
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Prepare front end specification in conjunction with project manager (CM).
Added 34 mins ago
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Associate Director, Search
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- Full-time
Lead development of full-funnel paid social strategies aligned to client business objectives
Added 34 mins ago
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Director, Performance
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Toronto, ON
- Full-time
…innovation, strategic direction, and business growth across teams and client…
Added 34 mins ago
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Business Development Manager, Wealth Channel - Southwestern Ontario
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- Full-time
The Business Development Manager is responsible for growing referral business in an assigned territory by building strong relationships with referral partners and clients. The role manages…
Added 34 mins ago
LL
Business Operations Manager - Acheson
Liebherr-Canada Ltd.
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- Full-time
Technical Support: Act as a key escalation point for critical customer issues, managing client relationships and ensuring high levels of satisfaction and retention.
Added 34 mins ago
AG
Director, Performance
Adelphi Group
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…innovation, strategic direction, and business growth across teams and client…
Added 34 mins ago
Outreach Worker
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Coquitlam, BC
This position will provide assistive outreach support to client(s) referred to Connective by our funders to enable their adjustment to, and success with life in the community.
Added 34 mins ago
Residence Worker, Mental Health
Connective
Langley (District), BC · Langley, BC
Reports and is accountable to the Program Manager of the facility or their designate.

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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