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Added 2 mins ago
PR
Kitchen Team
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AB · Edmonton, AB
- Full-time
Hands-on paid training to prepare you for success
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BG
Territory Manager - Underground
Brandt Group of Companies
Regina, SK
- Full-time
…focuses on developing business opportunities, strengthening customer relationships, and achieving sales goals to grow revenue and market…
Added 17 mins ago
R
Financing Specialist
RBC
Langley (District), BC · Vancouver, BC
- Full-time
As a skilled financing specialist supporting a high performing commercial banking team with portfolio management and compliance support you will contribute to an exceptional client…
Added 17 mins ago
T
Associate, Private Wealth
TD
Toronto, ON
- Full-time
…analytical and client service support to ensure a legendary customer experience. The role requires working in a high performing inter-disciplinary team providing complete inter-generational…
Added 17 mins ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
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BG
Advertising Account Manager
Brandt Group of Companies
Regina, SK
- Full-time
Minimum 3 years’ experience in advertising, marketing communications, or account management.
Added 31 mins ago
Assistant Branch Manager
Money Mart
Toronto, ON
Monitor and maintain accurate customer data, loan/credit files, account notes, and transaction records in all required systems to limit errors and support compliant branch operations.
Added 31 mins ago
LA
Production Worker - Extrusion Packaging
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Abbotsford, BC
- Full-time
…efficiently packaging extruded products to meet quality and customer specifications. This role involves inspecting, wrapping, labeling, and preparing extruded materials for shipment or…
Added 31 mins ago
AC
Assistant Vice President, Account Executive - Private Client (Fixed term: 18 month- Contract)
Aon Corporation
Calgary, AB
- Full-time
Aon is a global leader in risk management, insurance, and reinsurance brokerage, as well as human capital and management consulting. We offer tailored services, drawing on our industry…
Added 31 mins ago
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Team Lead, Sales - Hazardous & Industrial Waste Management
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AB · Clairmont, AB
- Other
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Added 48 mins ago
GE
Senior Project Manager
Gibson Energy
AB · Alberta, Canada
- Full-time
For over 70 years, Gibson has been defined by our people - those who seize opportunities and make exceptional customer service a part of everything we do. We believe employees should share…
Added 48 mins ago
TF
Account Manager
The Fastener Group Ltd.
Red Deer, AB
- Full-time
…and fasteners across Western Canada is seeking an experienced Account Manager to join our growing sales team. Reporting to the Regional Sales Director, this role is responsible for…
Added 48 mins ago
SA
Career Advisor
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…within a vibrant campus culture. Join a team driven by student success, offering holistic services from academic support and counselling to financial advising and social…
Added 48 mins ago
WC
Stock unloader associate
Walmart Canada
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- Full-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 1 hour ago
AL
Business Development Representative
AGAT Laboratories
Calgary, AB
- Full-time
…business opportunities, generating high-quality leads, and driving customer growth. The ideal candidate will leverage their strong background in customer service, sales, and networking to…
Added 1 hour ago
BG
Territory Manager
Brandt Group of Companies
Regina, SK
- Full-time
Prepare and maintain detailed customer status reports, including sales call activities and prospect account lists submitted weekly, to support informed sales strategies.
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Physician Support Specialist
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AB
- Full-time
Excellent customer service, attention to detail, multitasking.
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District Manager - Industrial & Vacuum Services
GFL Environmental Inc.
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- Full-time
…utilization, technical cleaning projects, and field personnel management. Serving as a hands-on operational leader, the District Manager drives sales, key account relationships, and cost…
Added 1 hour ago
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Assistant Branch Operations Manager
RBC
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 1 hour ago
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Private Banker
RBC
Mississauga, ON
- Full-time
…them to the right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 1 hour ago
T
PIA Client Service Associate
TD
Burlington, ON
- Full-time
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…
Added 1 hour ago
D
Solutions Architect
dentsu
Calgary, AB
- Full-time
Deep understanding of customer data, marketing technology, analytics, workflow management, or digital experience platforms
Added 1 hour ago
CA
Customer Service Representative
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Calgary, AB · GMC Calgary
- Full-time
At Capital Chevrolet Buick GMC, we know that exceptional customer service is the heart of our success. We don’t believe high performers should be micromanaged, limited in growth, or stuck…
Added 1 hour ago
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Customer Service Representative
Capital GMC Buick Cadillac
Calgary, AB · GMC Calgary
- Full-time
At Capital Chevrolet Buick GMC, we know that exceptional customer service is the heart of our success. We don’t believe high performers should be micromanaged, limited in growth, or stuck…
Added 1 hour ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Mandarin/Cantonese)
Scotiabank
Toronto, ON
Minimum of 5 years industry experience in a sales, relationship or account management 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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