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Added 42 mins ago
H
Global Mining Practice Business Development Leader
HDR
Corner Brook, NL
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 1 hour ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
Financial Advisory experience gained either as an advisor within a professional services company, consultancy or investment bank; as an analyst in a debt or special situations funds. An…
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Banking Advisor Intern
Royal Bank of Canada
Whistler, BC
- Full-time
Demonstrates digital banking tools and educational resources to enhance client engagement, enable product adoption, and create memorable service experiences.
Added 1 hour ago
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Assistant Branch Operations Manager
Royal Bank of Canada
Ottawa, ON
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Assistant Branch…
Added 3 hours ago
AS
Client Advisor (Seasonal) (Part-Time)
Acne Studios
Toronto, ON
- Part-time
We are looking for a part-time Seasonal Part-Time Client Advisor for our Yorkdale store. As Seasonal Part-Time Client Advisor at Acne Studios you will work collaboratively with your team to…
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Controller
Robert Half
Sturgeon Falls, ON
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Our client is a growing professional services organization that provides outsourced accounting, controllership, and advisory services to a diverse portfolio of small and mid-sized…
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Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
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- Full-time
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- Full-time
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Financial Advisor
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Halifax, NS
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Banking Advisor
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This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
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Royal Bank of Canada
Toronto, ON
- Full-time
…seeking a highly strategic, thoughtful, and analytical Associate Advisor to join our team. This role is best suited to a professional who is passionate about the markets, building…
Added 3 hours ago
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Senior Environmental Engineer / Geoscientist
WSP in Canada
Barrie, ON
- Full-time
…assessments, and long‑term environmental strategies. As a trusted advisor to clients and project teams, you’ll influence decision‑making, strengthen client relationships, and help grow our…
Added 3 hours ago
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ScotiaMcLeod Administrative Support Assistant - London, ON
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London, ON
- Contract
Respond to client inquiries and issues in a timely, responsive manner and escalating to Advisor
Added 4 hours ago
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Director, Client Relationships Eastern Canada
Canada Life
London, ON
- Full-time
…Retirement & Savings partners and key stakeholders to strengthen client relationships, support business growth, and deliver consistent service excellence. You will also play a critical role…
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Director, Client Relationships Eastern Canada
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…Retirement & Savings partners and key stakeholders to strengthen client relationships, support business growth, and deliver consistent service excellence. You will also play a critical role…
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Director, Client Relationships Eastern Canada
Canada Life
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…Retirement & Savings partners and key stakeholders to strengthen client relationships, support business growth, and deliver consistent service excellence. You will also play a critical role…
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Director, Client Relationships Western Canada
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Calgary, AB
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Director, Client Relationships Western Canada
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Added 5 hours ago
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…ELYSIS), situé à Arvida. Présentement, ELYSIS supporte son premier client pour les phases de préparation aux démarrages de cuves et à leur…
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Director, Product Taxation
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
The Director, Product Taxation serves as a trusted advisor to senior leadership, influencing decision-making through deep technical expertise, sound judgment, and a strong understanding of…
Added 5 hours ago
Director, Client Relationships Eastern Canada
The Canada Life Assurance Company
Halifax, NS · London, ON · Toronto, ON
…Retirement & Savings partners and key stakeholders to strengthen client relationships, support business growth, and deliver consistent service excellence. You will also play a critical role…

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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