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Added 3 days ago
Area Marketing Representative
Richardson International
Lamont, AB
Full-time
…possibility. We currently have an opportunity for an Area Marketing Representative at our Richardson Pioneer Ag Business Centre located in Lamont, AB. Area Marketing Representatives…
Added 5 days ago
Area Marketing Representative
Richardson International
Magrath, AB
Full-time
…possibility. We currently have an opportunity for an Area Marketing Representative at our Richardson Pioneer Ag Business Centre located in Magrath, AB. Area Marketing Representatives…
Added 17 days ago
Area Marketing Representative
Richardson International
Canora, SK
Full-time
…possibility. We currently have an opportunity for an Area Marketing Representative at our Richardson Pioneer Ag Business Centre located in Canora, SK. Area Marketing Representatives…
Added 25 days ago
Area Marketing Representative
Richardson International
Wadena, SK
Full-time
…possibility. We currently have an opportunity for an Area Marketing Representative at our Richardson Pioneer Ag Business Centre located in Wadena, SK. Area Marketing Representatives…
Added 10 days ago
Area Marketing Representative
Richardson International
Carmichael, SK
Full-time
…possibility. We currently have an opportunity for an Area Marketing Representative at our Richardson Pioneer Ag Business Centre located in Carmichael, SK. Area Marketing Representatives…
Added 11 days ago
Area Marketing Representative
Richardson International
Stirling, Alberta
Full-time
…possibility. We currently have an opportunity for an Area Marketing Representative at our Richardson Pioneer Ag Business Centre located in Stirling, AB. Area Marketing Representatives…
Added 11 days ago
Area Marketing Representative
Richardson International
Elrose, Saskatchewan
Full-time
…possibility. We currently have an opportunity for an Area Marketing Representative at our Richardson Pioneer Ag Business Centre located in Elrose, SK. Area Marketing Representatives…
Added 12 days ago
Area Marketing Representative
Richardson International
Stonewall, MB
Full-time
…possibility. We currently have an opportunity for an Area Marketing Representative at our Richardson Pioneer Ag Business Centre located in South Lakes, MB. Area Marketing Representatives…
Added 26 days ago
Area Marketing Representative
Richardson International
Swift Current, SK
Full-time
…possibility. We currently have an opportunity for an Area Marketing Representative at our Richardson Pioneer Ag Business Centre located in Swift Current, SK. Area Marketing Representatives…
Added 4 days ago
Area Marketing Representative
Richardson International
Foam Lake, SK
Full-time
…possibility. We currently have an opportunity for an Area Marketing Representative at our Richardson Pioneer Ag Business Centre located in Foam Lake West, SK. Area Marketing Representatives…
Added 4 days ago
Bilingual French Financial Service and Collections Representative
SinglePoint Group International Inc
Toronto, ON
Full-time
The Bilingual French Financial Service and Collections Representatives at SinglePoint are dedicated professionals who exemplify professionalism, responsibility, and goal-orientedness. Our…
Added 25 days ago
Facilities Electrical Technician
Vancouver Fraser Port Authority
Vancouver, BC
Contract
A Registered Fire Protection Technician (ASTTBC) certification and formal training in building automation are considered assets.
Added 3 months ago
Assembly Millwright
Precision Inc
Blackfalds, Alberta
Full-time
…essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals…
Added 2 days ago
Représentant(e) des ventes externes
Master
Quebec, QC
Full-time
Une couverture médicale et dentaire dès le premier jour, ainsi qu'une protection en cas d'invalidité à court et à long terme.
Added 6 days ago
PIA Client Service Associate
TD
Kamloops, BC
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 6 days ago
PIA Client Service Associate
TD
Regina, SK
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 5 days ago
PIA Client Service Associate
TD
Saanich, BC
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 3 days ago
PIA Client Service Associate
TD
Mississauga, 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 4 days ago
PIA Client Service Associate (Fixed Term Contract)
TD
Toronto, ON
Part-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 5 days ago
PIA Client Service Associate
TD
Vancouver, BC
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 5 days ago
PIA Client Service Associate (12M STA)
TD
Whitby, 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 12 days ago
PIA Client Service Associate
TD
Montreal, QC
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 16 days ago
PIA Client Service Associate
TD
Edmonton, AB
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 17 days ago
PIA Client Service Associate
TD
Laval, QC
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 8 days ago
PIA Client Service Associate
TD
Brampton, 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…

PIA Client Service Associate

Montreal, QC, Canada

Job type: Full-time
Apply by: Sep 21, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Sep 8, 2026

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Original job description

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

43 300 $/$43,300 - 56 700 $/$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):

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.

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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 identifying referral opportunities while adhering to compliance and risk management policies.

Requirements

Candidates should possess an undergraduate degree or community college diploma and must be licensed as an Investment Representative with the Canadian Investment Regulatory Organization. 1–2 years of relevant experience in banking or administrative roles is required, along with strong communication and relationship-building skills.

Skills

Client service
Administrative support
Investment knowledge
Documentation preparation
Relationship building
Communication skills
Risk management
Marketing support
Compliance adherence
Attention to detail
Reporting
Referral management

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 Representative
CIRO
Banking
Administrative Support
Client Experience
Compliance
Risk Management
Investment Products
Marketing Materials
Financial Services
Portfolio Management
Client Meetings
Referral Coding
Brokerage

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