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Added 8 mins ago
T
Personal Banking Associate Trainee
TD
Camrose, AB
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 23 mins ago
L
5760 - Seasonal Sales Help
Lids
Medicine Hat, AB
- Temporary
…bring sports, fashion, and culture together in more than 1,300 stores nationwide. Headquartered in Indianapolis, Indiana, Lids delivers premium, fan-driven products and unforgettable retail…
Added 23 mins ago
MH
Assistant Store Manager | Orchard Park
Michael Hill
Kelowna, BC
- Full-time
Confidence to oversee store operations alongside and in the absence of the Store Manager
Added 23 mins ago
FB
Produce Production Assistant Manager
Farm Boy Inc.
Toronto, ON
- $21.5 CAD / hour
- Full-time
…fresh shopping experience by partnering with the Department Manager to drive strong operational results. With a customer-first mindset and hands-on leadership approach, you’ll help maintain…
Added 23 mins ago
LC
Grocery Assistant Department Manager Full Time Day
Loblaw Companies Limited
Antigonish, NS
- Full-time
…in-store experience for shoppers like ourselves in all our stores across Canada. We want to show you how it is done and have you help us improve and build an even better in-store…
Added 23 mins ago
P
Assistant Store Manager
Pandora
Toronto, ON
- Part-time
The Assistant Store Manager (ASM) will be the ultimate Pandora Fan. As the ASM you will fully immerse yourself in our brand, culture, and product, taking immense pride in delivering…
Added 53 mins ago
T
Personal Banking Associate
TD
Dauphin, MB
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 53 mins ago
T
Personal Banking Associate Trainee - Korean Language Skills Considered an Asset
TD
Coquitlam, BC
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 53 mins ago
T
Business Systems Analyst III
TD
Toronto, ON
- Full-time
Knowledge of Retail Investment Domain and related financial-services operations.
Added 53 mins ago
C
Full-Time Sales Lead - Stuart Weitzman
Caleres
Halton Hills, ON
- Full-time
Collaborate with Store Manager and Assistant Manager to elevate selling culture.
Added 53 mins ago
T
Software Engineer II
TD
Toronto, ON
- Full-time
· Partner with architecture, security, infrastructure, platform, DevOps, quality engineering, product, business, and operations stakeholders to deliver solutions and coordinate…
Added 53 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer Department Overview:
Added 53 mins ago
Replenishment - Manager Grocery
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Fredericton, NB
…independently owned and operated franchise partners operate over 1,500 stores in all 10 provinces. You may know us as Sobeys, Safeway, IGA, Foodland, FreshCo, Thrifty Foods, Lawtons Drugs,…
Added 53 mins ago
C
Part-Time Sales Associate - Famous Footwear CAN
Caleres
Mississauga, ON
- Part-time
Ace Retail Operations: You’ll ensure daily store tasks (pricing, shipment processing, fulfillment and inventory) are dialed in, keeping the store running like a tightly laced sneaker.…
Added 53 mins ago
L
7751 - Seasonal Sales Help
Lids
Calgary, AB
- Temporary
…bring sports, fashion, and culture together in more than 1,300 stores nationwide. Headquartered in Indianapolis, Indiana, Lids delivers premium, fan-driven products and unforgettable retail…
Added 54 mins ago
L
5727 - 3rd Key
Lids
Burnaby, BC
- $18.75 USD / hour
- Part-time
…bring sports, fashion, and culture together in more than 1,300 stores nationwide. Headquartered in Indianapolis, Indiana, Lids delivers premium, fan-driven products and unforgettable retail…
Added 1 hour ago
LS
Part time Supervisor
Levi Strauss & Co.
Calgary, AB
- Part-time
Proactively resolve consumer concerns in a manner consistent with company policy and with consumer satisfaction in mind. Partner with store manager on elevated consumer issues
Added 1 hour ago
SD
Beauty Manager, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Full-time
With more than 1,300 locally owned and operated stores from coast to coast, the Shoppers Drug Mart network is more than a great place to shop, it’s a great place to work. We’re committed to…
Added 1 hour ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Strathroy, ON
- Full-time
With more than 1,300 locally owned and operated stores from coast to coast, the Shoppers Drug Mart network is more than a great place to shop, it’s a great place to work. We’re committed to…
Added 1 hour ago
District Manager (Edmonton)
Dollarama
Edmonton, AB
The District Manager will oversee the day-to-day operations of the stores in addition to being accountable for performing all duties necessary for the proper functioning of a number of…
Added 1 hour ago
GD
DYNAMITE - Operations Associate PT - Southgate Centre
Groupe Dynamite, Inc Garage
AB · Edmonton, Alberta
- Part-time
Reporting to the Store Manager, your main focus as Operations Associate is to provide support to the team to maximize company sales and profitability by maintaining stockroom organization…
Added 1 hour ago
Department Sales Manager, Hockey
Sporting Life Group
Whitby, ON
As the Department Sales Manager for Hockey, at Team Town Sports, you will manage and inspire a high-performing team to deliver exceptional customer experiences and a world-class retail…
Added 1 hour ago
Corporate Store Key Holder
Bulk Barn
Ottawa, ON · KANATA, ON
Established in 1982, Bulk Barn is Canada's largest bulk food retailer with close to 300 stores and growing! The key to our success is progressive thinking, detailed/ methodical planning and…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Red Deer, AB
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 1 hour ago
T
Senior Credit Risk Analyst (ATH 5766)
TD
Toronto, ON
- Full-time
Ensure business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control…

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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