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Added 33 mins ago
C
Senior Product Owner- Digital Banking
CGI
Halifax, NS
- Full-time
Build strong, trust-based relationships with Canadian credit union clients, acting as a strategic advisor and advocate for their needs.
Added 33 mins ago
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Senior Site Reliability Specialist (SRE) – Equity Trading Platform
CGI
Montreal, QC
- Full-time
Technical advisor: Test and analyze the platform to identify recurring or potential bottlenecks. Develop proposals to address issues by refactoring algorithms, redesigning components, or…
Added 33 mins ago
1
Senior Corporate Legal Counsel, Operations
123Dentist
Toronto, ON
- $170,000 to $190,000 CAD / year
- Full-time
…Development, Business Development, Human Resources, Marketing, and Finance…
Added 48 mins ago
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Insurance Advisor - Life, Health & Wealth
RBC
Charlottetown, PE
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 1 hour ago
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Client Director
helloDarwin
Montreal, QC
- Full-time
We're looking for an Executive Advisor to take ownership of a large client portfolio and the team that serves it, made up of account managers and analysts. This is a strategic advisory role…
Added 2 hours ago
RB
Banking Advisor
Royal Bank of Canada
Hanover, ON
- Full-time
Added 2 hours ago
RB
Client Advisor
Royal Bank of Canada
Foremost, AB
- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 2 hours ago
RB
Financial Advisor
Royal Bank of Canada
Moose Jaw, SK
- Full-time
Added 3 hours ago
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Financial Advisor Wealth Advice Centre
ATB
Airdrie, AB · Alexis Whitecourt 232, AB · Andrew, AB · Athabasca, AB · Banff, AB · Barrhead, AB · Beaumont, AB · Beaverlodge, AB · Bonnyville, AB · Bow Island, AB · Boyle, AB · Breton, AB · Brooks, AB · Calgary, AB · Camrose, AB · Canmore, AB · Cardston, AB · Caroline, AB · Carstairs, AB · Castor, AB · Chestermere, AB · Claresholm, AB · Coaldale, AB · Cochrane, AB · Cold Lake, AB · Consort, AB · Coronation, AB · Crossfield, AB · Didsbury, AB · Drayton Valley, AB · Drumheller, AB · Edmonton, AB · Edson, AB · Elk Point, AB · Fairview, AB · Falher, AB · Foremost, AB · Forestburg, AB · Fort Macleod, AB · Fort McMurray, AB · Fort Saskatchewan, AB · Fort Vermilion, AB · Grande Prairie, AB · Granum, AB · Grimshaw, AB · Hanna, AB · High Level, AB · High Prairie, AB · Hinton, AB · Hythe, AB · Innisfail, AB · Jasper, AB · Killam, AB · La Crête, AB · Lac la Biche, AB · Lacombe, AB · Lamont, AB · Leduc, AB · Lethbridge, AB · Linden, AB · Magrath, AB · Manning, AB · Mayerthorpe, AB · Medicine Hat, AB · Milk River, AB · Nanton, AB · Okotoks, AB · Olds, AB · Onoway, AB · Oyen, AB · Peace River, AB · Picture Butte, AB · Pincher Creek, AB · Ponoka, AB · Provost, AB · Raymond, AB · Red Deer, AB · Redwater, AB · Rimbey, AB · Rocky Mountain House, AB · Rycroft, AB · Sherwood Park, AB · Slave Lake, AB · Smoky Lake, AB · Spirit River, AB · Spruce Grove, AB · St. Albert, AB · St. Paul, AB · Stettler, AB · Stony Plain, AB · Strathmore, AB · Sundre, AB · Sylvan Lake, AB · Taber, AB · Thorsby, AB · Three Hills, AB · Tofield, AB · Trochu, AB · Two Hills, AB · Valleyview, AB · Vegreville, AB · Vermilion, AB · Viking, AB · Vulcan, AB · Wainwright, AB · Westlock, AB · Wetaskiwin, AB · Wildwood, AB · AB · Lloydminster, SK · Diamond Valley, AB,CA · Whitecourt, AB,CA
- Full-time
As ATB Wealth’s next Financial Advisor in our Wealth Advice Centre, you will be responsible for supporting new and existing clients through a variety of digital channels. For example,…
Added 4 hours ago
BH
Change Management Advisor
BC Housing
Burnaby, BC
- Full-time
LOCATION: BURNABY, B.C (Hybrid Position, Advisor can work remotely within BC but may be required to attend in-person meetings at own expense)
Added 4 hours ago
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Spec, Planning & Business Partnership - Finance
Vale
Canada
- Full-time
Leveraging strong Finance process expertise and a deep understanding of business planning, controls, and performance management, you act as a trusted advisor to Finance leadership - pairing…
Added 4 hours ago
RB
Financial Advisor
Royal Bank of Canada
Wellington North, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 4 hours ago
RB
Banking Advisor
Royal Bank of Canada
Whitecourt, AB
- Full-time
Added 4 hours ago
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Représentant Du Service à La Clientèle
TEKsystems
Montreal, QC
- $24 to $25 CAD / hour
- Contract
bancaires courants / Everyday Banking Advisor (Bilingual English/French)
Added 4 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Regina, SK
- Full-time
Senior Financial Advisor - Member Contact Centre
Added 4 hours ago
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Banking Advisor
RBC
Hanover, ON
- Full-time
Added 5 hours ago
IW
District Vice-President
IG Wealth Management
Quebec, QC
- Full-time
Added 5 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…Development team. You will lead the planning and delivery of advisor acquisition activities, with a primary focus on IG’s Enterprise Acquisition Offers (EAOs). You will turn functional…
Added 5 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
…Development team. You will lead the planning and delivery of advisor acquisition activities, with a primary focus on IG’s Enterprise Acquisition Offers (EAOs). You will turn functional…
Added 5 hours ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
ON · Ontario, Canada
- Full-time
Identify employee technology friction across corporate and advisor communities and sponsor practical improvements that improve productivity, adoption, service experience and confidence in…
Added 5 hours ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Identify employee technology friction across corporate and advisor communities and sponsor practical improvements that improve productivity, adoption, service experience and confidence in…
Added 5 hours ago
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Manager, Security GRC
nesto
Canada
- Full-time
Transform risk management into a strategic business advisor. Collaborate with business unit leaders to evolve our risk narratives, connect technical findings to business impact, and enable…
Added 5 hours ago
T
Mandarin/Cantonese/English Banking Advisor
TEKsystems
Mississauga, ON
- $24 to $25 CAD / hour
- Contract
As a Banking Advisor, you'll be the first point of contact for customers calling for support with their banking needs. You'll handle approximately 40-60 inbound calls daily while providing…
Added 5 hours ago
PC
SR&ED and Incentives, Senior Manager
PwC Canada
Toronto, ON
- Full-time
Be a market-facing leader, building and nurturing relationships with clients, prospects and referral networks to position the firm as a trusted advisor on SR&ED and incentives
Added 5 hours ago
T
Mandarin/Cantonese/English Banking Advisor
TEKsystems
Vancouver, BC
- $24 to $25 CAD / hour
- Contract
As a Banking Advisor, you'll be the first point of contact for customers calling for support with their banking needs. You'll handle approximately 40-60 inbound calls daily while providing…

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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