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Added 6 mins ago
T
Customer Experience Associate
TD
Burnaby, BC
- Part-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs…
Added 6 mins ago
T
Personal Banker Trainee - Korean, Vietnamese, Mandarin and/or Cantonese are considered an asset
TD
Calgary, AB
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 6 mins ago
T
Associate, Private Wealth
TD
Toronto, ON
- Full-time
…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…
Added 6 mins ago
T
Personal Banking Associate Trainee
TD
St. Albert, AB
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 6 mins ago
T
Customer Experience Associate
TD
Duncan, BC
- Part-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs…
Added 6 mins ago
A
Information Technology - Senior Technical Product Manager/Product Manager, Omni Technology
Aritzia
Vancouver, BC
- Full-time
…experiences across every channel. As the Senior Technical Product Manager / Technical Product Manager, you will support with shaping and delivering on the order management services…
Added 6 mins ago
HN
Commercial Manager / Senior Commercial Manager
Horizon New Energy
Calgary, AB
- Full-time
…(IPP), or experience within an investment bank, pension fund manager or private equity firm developing renewable energy business cases, managing platform companies and/or leading…
Added 6 mins ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Ottawa, ON
- Full-time
…Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing…
Added 21 mins ago
CC
Retail Sales Associate
Canna Cabana
Ancaster, ON
- $17.95 CAD / hour
- Part-time
Maintain a high level of product and service knowledge
Added 37 mins ago
AC
Manager, Enterprise Data Platform & Governance
Air Canada Vacations
Montreal, QC
- Full-time
The Manager, Enterprise Data Platform & Governance will lead the team responsible for building, operating, scaling, and securing ACV’s core data infrastructure. In this role, you will be…
Added 37 mins ago
BF
Program Manager, Client Solutions & Delivery - Agrotech
Business France North America
Toronto, ON
- Full-time
We are looking for a Program Manager, Client Solutions & Delivery North America for our Agrotech activity (Food, packaged goods companies, wine and spirit and AgroEquipment).
Added 37 mins ago
HN
Business Analyst
Horizon New Energy
Calgary, AB
- Full-time
Horizon New Energy (Horizon) is a Canadian renewable energy platform company focused on developing projects that will deliver clean, renewable, and cost-effective electricity to the grid…
Added 37 mins ago
HN
Development Manager
Horizon New Energy
Calgary, AB
- Full-time
Horizon New Energy (Horizon) is a Canadian renewable energy platform company focused on developing projects that will deliver clean, renewable, and cost-effective electricity to the grid…
Added 37 mins ago
SA
Career Advisor
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Reporting to the Manager, Career Advancement Services, the Career Advisor supports SAIT students and alumni in achieving their career goals through personalized coaching and expert career…
Added 37 mins ago
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District Manager - Calgary
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Calgary, AB
- Full-time
…business, projects, and staffing requirements. Possess thorough knowledge of competitors’ strengths and…
Added 1 hour ago
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Assistant Branch Operations Manager
RBC
Ottawa, ON
- Full-time
…Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing…
Added 1 hour ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
…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…
Added 1 hour ago
T
PIA Client Service Associate
TD
Burlington, ON
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of…
Added 1 hour ago
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Controller
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Edmonton, AB
- Full-time
…includes supporting the transition to NetSuite as e4c’s core ERP platform to improve financial reporting, operational efficiency, and long-term organizational…
Added 1 hour ago
D
Solutions Architect
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Calgary, AB
- Full-time
…based on a variety of factors including relevant experience, knowledge, and skills. A range of medical, dental, RRSP, paid time off, and/or other benefits also are available to all…
Added 1 hour ago
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Prince George, BC
…centers and GPU clusters for AI training and inference. IREN's platform is underpinned by its expansive portfolio of grid-connected land and power in renewable-rich regions across North…
Added 1 hour ago
QA/QC and Turnover Lead (Prince George)
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…centers and GPU clusters for AI training and inference. IREN's platform is underpinned by its expansive portfolio of grid-connected land and power in renewable-rich regions across North…
Added 1 hour ago
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Added 1 hour ago
Director - Global Sales and Business Development
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…Leader and partners closely with the Vice President and General Manager of WESCAM. The ideal candidate has a successful track record of selling into the international defense community, is…

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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