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Added 12 mins ago
TG
Engineering Manager / Directeur – Maintenance et Ingénierie
The Goodyear Tire & Rubber Company
Salaberry-de-Valleyfield, QC
- Full-time
The Maintenance & Engineering Manager leads maintenance, engineering, reliability, and capital investment activities for the Valleyfield Mixing Centre, including the power generation house.…
Added 12 mins ago
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Events Manager
Fasken
AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Calgary, AB
- Full-time
Fasken is looking for an experienced Events Manager to join our Firmwide Marketing Communications Team.
Added 12 mins ago
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Claims Examiner, Group Life and Disability
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Sherwood Park, AB
- Full-time
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Added 12 mins ago
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Project Engineering Coordinator
AtkinsRéalis
Montreal, QC
- Full-time
Collaborate with Station Design Manager to define project goals, timelines, and deliverables, ensuring alignment with client requirements and overall business objectives.
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Veolia Environnement SA
Oakville, ON
- Full-time
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Product Management Specialist – Medium Voltage
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Cambridge, ON · Canada Cambridge (Dundas)
- $63,600 to $79,500 CAD / year
- Full-time
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Added 12 mins ago
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Relationship Manager Commercial Accounts
RBC
Laval, QC
- Full-time
By joining RBC as a Relationship Manager, Commercial Accounts, you open the door to an exciting career in Commercial Banking. You will provide business and financial advice and manage a…
Added 12 mins ago
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Relationship Manager, Commercial Financial Services - Agriculture
RBC
Mississippi Mills, ON
- Full-time
Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering…
Added 12 mins ago
Gestionnaire senior de l'engagement | Sr Engagement Manager, Services professionnels du secteur public | Public Sector Professional Services
Amazon
Montreal, QC
We are hiring a Senior Engagement Manager capable of leading internal AWS, external partners, and customer teams to deliver AWS cloud products and services that enable our customers to…
Added 27 mins ago
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New Accounts Administrator
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
Provide administrative support/coverage for our fee-based business lines, including ongoing maintenance of accounts in our various fee-based programs and the generation and posting of the…
Added 27 mins ago
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Customer Success Manager, North America
tripstack
Vancouver, BC
- Full-time
…the customer's needs and priorities in monthly and quarterly business reviews and in product planning ceremonies, making sure their voice shapes how our product and services evolve. You…
Added 27 mins ago
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Digital Experience & Customer Marketing Specialist
Superior Propane
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
Reporting to the Senior Marketing Manager, Brand and Communications, the Digital Experience & Customer Marketing Specialist executes and optimizes customer-facing digital experiences and…
Added 27 mins ago
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Claims Examiner, Group Life and Disability
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Sherwood Park, AB
- Full-time
The Claims Examiner, Group Life & Disability Benefits reporting to Manager, Group & Creditor Life & Disability Claims is based in Sherwood Park. This position is in-office position…
Added 27 mins ago
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TD
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- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 27 mins ago
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Personal Banking Associate
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- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Personal Banking Associate Trainee - Korean Language Skills Considered an Asset
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…job-related knowledge, geographic location, and other specific business and organizational…
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- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
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Customer Experience Associate
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…job-related knowledge, geographic location, and other specific business and organizational…
Added 27 mins ago
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Business Systems Analyst III
TD
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- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 27 mins ago
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Customer Experience Associate
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…job-related knowledge, geographic location, and other specific business and organizational…
Added 27 mins ago
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Personal Banking Associate Trainee
TD
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- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 27 mins ago
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Customer Experience Associate
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- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 27 mins ago
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- Full-time
…management discussions involving the negotiation process. The Manager, Business Analysis works with highly sensitive information, including confidential employee data and is expected to…
Added 27 mins ago
Manager of Revenue
the Town of the Blue Mountains
Thornbury, ON
Reporting to the Director of Corporate and Financial Services, the Manager of Revenue is responsible for the administration of the Town's property taxation, assessment, and revenue…

PIA Client Service Associate

Markham, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 16, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Nov 2, 2026

Original job description

Work Location:

Markham, 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 an Investment Advisor or advisor team, including preparing meeting documents, creating account reports, coordinating marketing materials, and maintaining compliant account documentation. Respond to client inquiries, support referrals, deliver high-quality service, and contribute to team performance and risk management.

Requirements

A degree or community college diploma is preferred, along with 1–2 years of relevant experience, ideally in banking, administration, or a related field. Candidates must obtain Investment Representative licensing with CIRO and should have strong communication and relationship-building skills; wealth management, operations, and investment product knowledge are assets.

Skills

Client Service
Attention To Detail
Administrative Support
Client Communication
Relationship Building
Investment Account Reporting
Referral Management
Marketing Materials Coordination
Compliance
Risk Management
Confidentiality
Teamwork
Investment Products
Wealth Management
Organization
Discretion

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

TD Wealth
TD Private Investment Advice
Investment Advisor
Investment Representative
Canadian Investment Regulatory Organization
CIRO
Wealth Management
Full-Service Brokerage
Client Service
Administrative Support
Client Account Reports
Client Meetings
Investment Products
Account Documentation
Marketing Materials
Referral Coding
Compliance
Risk Management
Client Inquiries
Investment Portfolio

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