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Added 4 mins ago
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Gestionnaire marketing produit / Product Marketing Manager
Genetec
Montreal, QC
- Full-time
L'équipe Marketing produit et secteur d'activité de Genetec fait le lien entre la technologie, les ventes et la stratégie de marché. Nous aidons les clients à comprendre la valeur…
Added 34 mins ago
K
Manager, Cyber Security - Cyber Transformation and Strategy
KPMG
Vancouver, BC
- Full-time
Our Vancouver/Victoria team is looking for a highly motivated Cyber Security professional at the Manager level to join our team! As a member of KPMG Canada’s cross-functional Cyber team,…
Added 49 mins ago
DQ
restaurant manager
Dairy Queen
Sudbury, ON · Greater Sudbury, ON
- Full-time
Participate in marketing plans and implementation
Added 49 mins ago
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E-Commerce Specialist, Amazon
AMOREPACIFIC
Toronto, ON · Greater Toronto Area, Canada
- $60,000 to $70,000 CAD / year
- Full-time
Reporting to the Amazon Account Manager, this role will be responsible for maintaining and optimizing the Amazon product catalog, including creating new ASINs, managing product content, and…
Added 49 mins ago
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Account Manager
Kaseya
Toronto, ON
- Full-time
…future of IT: whether you're in engineering, product, sales, marketing, customer support, or operations, your work helps protect, defend, and optimize IT environments across the…
Added 49 mins ago
A
Sr. Manager, Key Accounts – Commercial Planning
AMOREPACIFIC
Toronto, ON · Greater Toronto Area, Canada
- $110,000 to $130,000 CAD / year
- Full-time
The Senior Manager, Key Accounts – Commercial Planning is responsible for driving sustainable growth across key retail accounts by combining strategic account management with strong…
Added 49 mins ago
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Directeur principal, Exploitation du commerce de détail – Québec
MEC
Montreal, QC
- Full-time
…while partnering closely with the Senior Vice President, Retail Operations on strategy and enterprise…
Added 49 mins ago
Assistant Restaurant Manager
Red Robin Canada
Abbotsford, BC
We’re hiring an Assistant Restaurant Manager to lead busy shifts, coach and develop team members, and help run the day-to-day operations of a high-volume, full-service restaurant.
Added 1 hour ago
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Key Account Manager
Greenhouse
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…we need a competitive, positive, results-driven Key Account Manager to keep that momentum going. You'll own a defined portfolio of Canadian grocery accounts, spanning national, regional,…
Added 1 hour ago
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Account Manager
Mentimeter
Toronto, ON
- Full-time
As an Account Manager, you will lead the expansion of our existing Enterprise customers by focusing on revenue growth through renewals and up-sales while serving as a trusted adviser to our…
Added 1 hour ago
Account Manager
Kaseya Careers
Toronto, ON
…future of IT: whether you're in engineering, product, sales, marketing, customer support, or operations, your work helps protect, defend, and optimize IT environments across the…
Added 2 hours ago
A
Director of Knowledge Management - NAMER
Ashby
Canada
- Full-time
…strategy, roadmap, and quality and partnering with Support, Support Operations, and Engineering on design and…
Added 2 hours ago
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Principal Sales Performance Coach
UKG
Canada
- Full-time
Collaborate with Sales, Product, Marketing, Sales Operations, and Enablement partners to align sales messaging, go-to-market priorities, and field execution.
Added 2 hours ago
UO
Events and Communications Assistant, Snyder Institute for Chronic Diseases
University of Calgary
Calgary, AB
- Full-time
Reporting to the Manager, Business Operations; the Events & Communications Assistant is responsible for assisting with the coordination, administration and planning of events, programming…
Added 2 hours ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Richmond, BC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 2 hours ago
SG
Senior Manager, Investment Distribution Management - JFL Equity Research
Scotia Global Asset Management
Montreal, QC
- Full-time
Collaborate across Investment Management, Distribution, Marketing, Operations, Legal, Compliance, Product Development & Innovation and other stakeholders in both leadership and key…
Added 2 hours ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Kamloops, BC
- Full-time
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 2 hours ago
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Product Manager
Linedata
Toronto, ON
- Full-time
The Linedata Capitalstream Product Manager is responsible for managing Capitalstream product capabilities throughout the product lifecycle from initial concept and market research through…
Added 2 hours ago
Insurance Associate
Odlum Brown
Vancouver, BC
Reporting to the Senior Manager, Estate and Insurance, you will take ownership of client files following the initial planning meeting. You will meet with clients to complete insurance…
Added 2 hours ago
ML
Category Marketing Manager - Kits
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
As the Category Marketing Manager, Kits you'll be tasked with leading the next phase of this growing business - developing and executing growth strategies owns developing and executing…
Added 2 hours ago
Area Manager
Lammle's Western Wear
Calgary, AB
…breathe the Western lifestyle and genuinely enjoy it. The Area Manager is critical in delivering an exceptional Lammle’s Experience to our customers. As an Area Manager, you are responsible…
Added 2 hours ago
BV
Growth Associate
Betstamp Ventures
Toronto, ON
- Full-time
…time and every number adds up. You'll report to the Senior Manager of our organic growth programs and work beside them every…
Added 2 hours ago
BV
Program Coordinator, Growth Programs
Betstamp Ventures
Toronto, ON
- Full-time
…time and every number adds up. You'll report to the Senior Manager of our organic growth programs and work beside them every…
Added 2 hours ago
BV
Senior Manager, Social, Content & Creator Partnerships
Betstamp Ventures
Toronto, ON
- Internship
…be accountable for the results. You'll report to our Head of Operations and work with people across the whole business, from paid acquisition and retention to brand design, product and new…
Added 2 hours ago
PC
Database Marketing Manager
Parq Casino
Vancouver, BC
- Full-time
Report suspicious transactions to the Player Operations Manager for further investigation

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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