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Added 4 mins ago
IF
Account Manager Combo BDM / CDM
Impact Fulfillment Services
Kitchener, ON
- Full-time
…profitability of current accounts as well as to develop profitable new customer business and meet or exceed assigned quotas for revenue and new accounts. The CDM Combo will have…
Added 4 mins ago
BA
Manager, Payment Operations
Borderless AI
Toronto, ON
- Full-time
Borderless AI is looking for a highly organized, detail-oriented Manager, Payment Operations, to help lead our day-to-day payment operations as we scale. You'll manage cross-functional…
Added 4 mins ago
E
Manager, Facilities and Safety
Eva's
Toronto, ON
- $74,548.2 to $86,261.76 CAD / year
- Full-time
The Manager, Facilities and Safety will be responsible for leading a team of facility professionals to ensure the efficient and effective operation, maintenance, and safety of our…
Added 4 mins ago
IF
Rental Account Manager
Impact Fulfillment Services
Concord, ON
- Full-time
The Rental Account Manager will have responsibility for both inside and outside sales. This role will grow with a career path toward Customer Development Manager and/or Business Development…
Added 4 mins ago
BA
Customer Success Manager
Borderless AI
Toronto, ON
- Full-time
Borderless AI is seeking an exceptional Customer Success Manager who has customer success experience in HR-tech or HRIS companies to join our growing team. This full-time position will be…
Added 4 mins ago
IF
Rental Account Manager
Impact Fulfillment Services
Toronto, ON · Etobicoke, ON
- Full-time
The Rental Account Manager will have responsibility for both inside and outside sales. This role will grow with a career path toward Customer Development Manager and/or Business Development…
Added 4 mins ago
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Vehicles Sales Manager
Impact Fulfillment Services
Dartmouth, NS
- Full-time
The Vehicles Sales Manager CN implements: marketing, sales and customer satisfaction initiative to increase retails sales productivity. Through development of a strong retail network, the…
Added 4 mins ago
SE
Accounting Manager
skyblue Express Inc
Vaudreuil-Dorion, QC
- Full-time
…diverse sectors and is known for its professionalism and strong customer relationships. Operations are supported by meticulous planning, state-of-the-art tracking systems, and strict…
Added 4 mins ago
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Part Time Assistant Manager - Normanview
Cineplex
Regina, SK · GLX Regina
- Part-time
Forecast, initiate action/projects to drive the business forward and strengthen Cineplex Entertainment as Canada’s #1 premier film exhibition company.
Added 4 mins ago
JC
HVAC Project Coordinator
Johnson Controls
Richmond Hill, ON · Toronto, ON
- Full-time
Under direct supervision, tracks and provides direct support for the HVAC Building Solutions Installation Contract Business. Will work with Project Manager, Site Superintendent, and…
Added 4 mins ago
Night Supervisor, Maintenance
CONA Services
Brampton, ON
Reporting to the Maintenance Manager, the Maintenance Supervisor will be responsible for the management of the Maintenance department to ensure the eﬃciency of the highest quality product…
Added 18 mins ago
OF
Studio Manager
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AB · Grande Prairie, AB
- $25 to $30 CAD / hour
- Full-time
We're looking for an energetic, motivated Studio Manager who loves leading people, thrives on achieving goals, and is excited to help grow our business.
Added 18 mins ago
Part-Time Warehouse Worker
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Pick customer orders indicated on pick tickets. Wraps pallets and loads trucks for in-town deliveries.
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Relationship Manager Commercial Accounts
Royal Bank of Canada
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 18 mins ago
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Manager, Business Management & Optimization
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- Full-time
Reporting to the Director, Business Management & Optimization, you will lead initiatives that improve how Fund Administration operates through business transformation, process improvement,…
Added 18 mins ago
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Relationship Manager, Commercial Financial Services - Agriculture
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- 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 18 mins ago
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· Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 34 mins ago
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Added 34 mins ago
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Added 48 mins ago
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store manager, East York, ON
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store manager - Milton, ON
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…agreement obligations while focusing on quality service and customer satisfaction for the Acute Care Therapy division. In addition, the position will be expected to pursue the renewal of…
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Technical Service Representative, ACT (Calgary, Alberta)
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…agreement obligations while focusing on quality service and customer satisfaction for the Acute Care Therapy division. In addition, the position will be expected to pursue the renewal of…
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National Account Manager - Digital Commerce eGrocery
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…our grocery customers, leading the development of these key customer relationships and business operations across 1PEP. Success in this role will be measured by the ability to drive both…

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

Apply About employer

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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