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Added 18 mins ago
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Specialist – Project Planning & Integration
Hays
Sudbury, ON
- $110,000 to $125,000 CAD / year
- Full-time
This is a permanent position reporting to the Sr. Manager, Project Controls - Canada . The role is responsible for planning and scheduling across multiple studies and projects, ensuring the…
Added 18 mins ago
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Project Manager - Control System Upgrades
Evertz
Burlington, ON
- Full-time
Evertz is hiring a Project Manager to lead software upgrade (regression) projects for large-scale broadcast and media systems, including SDVN / MAGNUM environments. You will drive each…
Added 18 mins ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 18 mins ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 48 mins ago
O
Senior Cloud Service Manager- Financial Services
OpenText
Richmond Hill, ON
- Full-time
OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will…
Added 3 hours ago
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Voice of the Customer Program Manager
Qlik
Canada
- $92,000 to $117,000 CAD / year
- Full-time
…powerful analytics engine, and AI agents. This helps teams reduce risk and operating costs, while scaling AI…
Added 3 hours ago
M
Customer and Partner Engagement Manager
Microsoft
Goodwood, ON
- Full-time
Cross-group collaboration and stakeholder-management skills, with the ability to coordinate across sales, engineering, partner, leadership, and global teams.
Added 3 hours ago
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Mortgage Specialist
BMO
Victoria, BC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 3 hours ago
KC
Manager / Senior Manager, Restructuring & Turnaround
KPMG Canada
Quebec, QC
- Full-time
…challenges, our team provides financial advisory services to lenders, management, boards of directors, regulators, and other key…
Added 3 hours ago
TS
Client Delivery Manager
Turnberry Solutions
Saint-Paul, NB · St.-Paul, NB
- Full-time
Overview: We are seeking a highly motivated, intellectually curious, and people-oriented Client Delivery Manager to support a large, strategic enterprise account within our consulting…
Added 3 hours ago
I
Program Manager - Oracle Fusion Cloud
Infosys
Toronto, ON
- Full-time
Infosys is seeking a Program Manager Cum AMS Service Delivery Manager for Oracle Fusion Cloud engagements with strong experience in leading end-to-end Oracle Fusion Cloud implementations…
Added 4 hours ago
TT
Program Manager
TTM Technologies
Toronto, ON
- Full-time
Program/project management discipline - planning, milestone tracking, risk identification, and structured escalation
Added 4 hours ago
K
Project Engineer/Analyst
Kinectrics
Tiverton, ON
- Full-time
Kinectrics is a wholly owned subsidiary of BWX Technologies focused on providing life cycle management services in the energy and utility sector. We develop innovative solutions for the…
Added 4 hours ago
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Senior Project Manager
TEKsystems
Ottawa, ON
- $95 to $120 CAD / hour
- Contract
Strong risk management, governance, reporting, and stakeholder management skills.
Added 4 hours ago
M
Lead Full Stack Engineer
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Direct investigative spikes to reduce technical uncertainty and risk, and make the resulting architectural decisions.
Added 4 hours ago
Assistant Manager, Structured Finance - Settlements & Clearing (GWO)
Scotiabank
Toronto, ON
…accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet…
Added 4 hours ago
CC
Senior Manager, Engineering
Confidential Company
Toronto, ON · Greater Toronto Area, Canada
- $136,000 to $195,000 CAD / year
- Full-time
A global manufacturing organization is seeking an experienced Senior Manager - Engineering Manager to lead technical engineering activities, customer-facing initiatives, and program…
Added 4 hours ago
T
Senior Wealth Operations Officer Prefered Candidate
TD
Toronto, ON
- Full-time
Prioritize and complete own workload to meet SLA requirements for service and productivity and or support team manager in prioritizing and managing team workload, demonstrating a proactive…
Added 4 hours ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
…accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to…
Added 4 hours ago
K
National Sea Logistics Implementation Project Expert
Kuehne+Nagel
Winnipeg, MB
- Full-time
Are you an experienced project manager with a passion for customer onboarding, process optimization, and supply chain technology? Join Kuehne+Nagel as a National Sea Logistics…
Added 4 hours ago
M
Lead Full Stack Engineer
Manulife
Waterloo, ON
- Full-time
Direct investigative spikes to reduce technical uncertainty and risk, and make the resulting architectural decisions.
Added 4 hours ago
K
National Sea Logistics Implementation Project Expert
Kuehne+Nagel
Mississauga, ON
- Full-time
Are you an experienced project manager with a passion for customer onboarding, process optimization, and supply chain technology? Join Kuehne+Nagel as a National Sea Logistics…
Added 4 hours ago
K
National Sea Logistics Implementation Project Expert
Kuehne+Nagel
Kitchener, ON
- Full-time
Are you an experienced project manager with a passion for customer onboarding, process optimization, and supply chain technology? Join Kuehne+Nagel as a National Sea Logistics…
Added 4 hours ago
G
Regional Facility Manager - Remote, Vancouver
Guckenheimer
Mississauga, ON
- $120,000 to $125,000 CAD / year
- Full-time
The Regional Operations Manager provides leadership to key accounts that are Integrated Facility Services operations in North America.
Added 4 hours ago
K
National Sea Logistics Implementation Project Expert
Kuehne+Nagel
Richmond, BC
- Full-time
Are you an experienced project manager with a passion for customer onboarding, process optimization, and supply chain technology? Join Kuehne+Nagel as a National Sea Logistics…

PIA Client Service Associate

Markham, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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