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Added 27 mins ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
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 2 hours ago
AA
Health Safety Environment Advisor
Acden Aves
Calgary, AB
- Full-time
Role Description The Health Safety Environment (HSE) Advisor is a full-time, on-site role based in Fort McMurray, AB. Day-to-day tasks include conducting site inspections, risk assessments,…
Added 2 hours ago
BG
CSA_CA
Brandt Group of Companies
Stettler, AB
- Full-time
Brandt Tractor Ltd is currently seeking a Customer Support Advisor (CSA) for our Stettler Agriculture location.
Added 2 hours ago
AS
Client Advisor (Seasonal) (Part-Time)
Acne Studios
Toronto, ON
- Part-time
…We aim to minimise our environmental impact across all our operations and to address societal challenges in the way we conduct our…
Added 2 hours ago
RB
Banking Advisor
Royal Bank of Canada
Mystery Lake, MB · THOMPSON, Manitoba
- Full-time
World-class sales training, coaching, and development opportunities
Added 2 hours ago
AB
Engineering Manager Structural Bridge
Algonquin Bridge
Thorndale, ON
- Full-time
…bridge abutment systems, while partnering closely with Sales, Operations and Project teams to deliver turn-key engineered bridge/abutment packages. This position reports to the President,…
Added 2 hours ago
A
Commercial/Sales Account Director I
AMECO
Terrace, BC
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 2 hours ago
A
Commercial/Sales Account Director I
AMECO
Kitimat, BC
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 2 hours ago
S
Senior HSEQ Advisor
Sedgman
Vancouver, BC
- Full-time
…global resources and critical minerals sectors. As Senior HSEQ Advisor, you will play a key regional role supporting our projects and business activities across the Americas, providing…
Added 2 hours ago
Solution Consultant (California)
Logile, Inc.
Canada
…retailers optimize workforce management, labor planning, and store operations through innovative software solutions. In this role, you will partner directly with customers throughout the…
Added 3 hours ago
OM
Spécialiste en acquisition de talents
Omnicom Media
Montreal, QC
- Full-time
Added 3 hours ago
CL
Personal Shopper
CHANGE Lingerie
Vancouver, BC
- Internship
Support visual merchandising, inventory management, deliveries, and daily store operations.
Added 3 hours ago
RG
Finance Business Partner
Rohit Group
Ottawa, ON
- Full-time
Responsible for driving financial analysis of projects, including the evaluation of revenue and work in progress- acts as financial advisor to Operations team
Added 4 hours ago
DB
Part Time Bridal Sales
David's Bridal
Langley (District), BC · City of Langley, BC
- $16 to $25.8 CAD / hour
- Part-time
Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 4 hours ago
T
General Counsel
Techo-Bloc
Longueuil, QC · Saint-Hubert, Quebec
- Full-time
…guidance, strengthen governance, and manage risk across our operations in Canada and the US - inheriting an active portfolio while building the processes and external counsel relationships…
Added 5 hours ago
EP
Sales & Business Development Representative
East Penn Canada
Mississauga, ON
- Full-time
Industry‑leading training and development, including in‑house product and sales training, as well as tuition reimbursement to support continued growth
Added 5 hours ago
N
Analyst, Continuous Improvement
Nutrien
Saskatoon, SK
- Full-time
Serve as the expert advisor, providing recommendations and driving execution of process improvement, digital transformation, and automation strategies
Added 5 hours ago
EJ
CA Financial Advisor
Edward Jones
Calgary, AB
- $38,500 to $100,000 CAD / year
- Full-time
Edward Jones has built a culture of camaraderie – advisor-led leadership and an ecosystem of trust and collaboration, where advisors help each other succeed. Regional leaders and…
Added 5 hours ago
EJ
CA Financial Advisor
Edward Jones
Calgary, AB
- $38,500 to $100,000 CAD / year
- Full-time
Edward Jones has built a culture of camaraderie – advisor-led leadership and an ecosystem of trust and collaboration, where advisors help each other succeed. Regional leaders and…
Added 5 hours ago
LH
Manager, Legal Services and General Counsel
London Health Sciences Centre (LHSC)
London, ON
- Full-time
…Health Sciences Centre (LHSC). This role will act as a trusted advisor, offering expert legal counsel and representation on complex claims, litigation risks, regulatory matters, and…
Added 5 hours ago
W
Mechanical Engineer Level I
Worley
Calgary, AB · Edmonton, AB
- Full-time
…across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating…
Added 6 hours ago
N
Analyst, Continuous Improvement
Nutrien
Calgary, AB
- Full-time
Serve as the expert advisor, providing recommendations and driving execution of process improvement, digital transformation, and automation strategies
Added 6 hours ago
AS
Client Advisor
Acne Studios
Vancouver, BC
- Full-time
…We aim to minimise our environmental impact across all our operations and to address societal challenges in the way we conduct our…
Added 6 hours ago
NS
Scheduling Advisor - Staffing Office
Nova Scotia Health Authority
Halifax, NS
- Full-time
This role will be well-versed in the scheduling and time software, provide direction and instruction as well as training for scheduling activities, including contingency procedures.The…
Added 6 hours ago
NF
Health & Safety Advisor
Natural Factors
Kelowna, BC
- Full-time
Reporting to the Director, Health and Safety, the Site Health & Safety Advisor plays a key role in supporting occupational health and safety programs across our Kelowna operations.

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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