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Added 59 mins ago
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Customer Success Account Manager
Microsoft
Calgary, AB
- Full-time
Build trusted advisor relationships with customer stakeholders and Microsoft teams, helping align technology investments to strategic business priorities and outcomes.
Added 59 mins ago
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Customer Success Account Manager
Microsoft
Toronto, ON
- Full-time
Build trusted advisor relationships with customer stakeholders and Microsoft teams, helping align technology investments to strategic business priorities and outcomes.
Added 59 mins ago
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Cloud Solution Architect - AI Apps - Full-time LOA backfill
Microsoft
Calgary, AB · Vancouver, BC
- Full-time
Establish trusted advisor relationships with stakeholders by understanding customer needs and technologies, fostering deep engagement with both technical and business decision makers.
Added 1 hour ago
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Conseiller / Conseillère service client – Customer Support Advisor
TOPRING
Granby, QC
- Full-time
Added 1 hour ago
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Territory Account Manager
Insight
Montreal, QC
- Full-time
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AVP Retirement & Wealth Strategy
Manulife
Toronto, ON
- Full-time
Our Retirement & Wealth business serves over 6M customers worldwide, is a key contributor to GWAM earnings and is well positioned in all of our key markets.
Added 1 hour ago
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Conseiller / Conseillère service client – Customer Support Advisor
Topring
Granby, QC
- Full-time
Added 1 hour ago
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Senior Accountant, Assurance and Accounting - Private Enterprise & Public Sector Audit
ACCA Careers
Vancouver, BC
- Full-time
…to exceeding clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information…
Added 1 hour ago
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Senior Salesforce Developer
HRbrain Inc.
Toronto, ON
- Full-time
…practices, as well as DevOps/SRE to help bring to life the CRM Advisor Platform of the…
Added 1 hour ago
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Lead Consultant
Atlantis IT Group
Canada
- Contract
Provide subject matter expertise, help lead the technical teams and be a trusted advisor to the business.
Added 1 hour ago
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Enterprise Network Architect
evertz.io
Burlington, ON
- Internship
You'll be equal parts technical expert, trusted advisor, and communicator - translating complex networking and media-transport concepts into clear recommendations for both engineering teams…
Added 1 hour ago
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Concrete Restoration Specialist
Engineering Link
Toronto, ON
- Full-time
Maintains and strengthens existing client relationships, fostering new business opportunities from our existing work.
Added 1 hour ago
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Manager, Consulting - Human Resources
MNP
Vancouver, BC
- Full-time
Make an impact with our Executive Search & Recruitment team as a Manager. As a trusted advisor, you will partner with clients to identify, attract and assess executive, senior leadership…
Added 2 hours ago
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Advisor, IG Wealth Management, Corporate Channel - Sherbrooke
IG Wealth Management
Quebec, QC
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
Added 2 hours ago
A&
Manager, Core Tax
Alvarez & Marsal
Toronto, ON
- Full-time
…navigate the complex and evolving tax issues that affect their business transactions, investments, and…
Added 2 hours ago
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Associate, Restructuring
Alvarez & Marsal
Toronto, ON
- Full-time
…the strategy, to cash conservation/liquidity management, to business plan development and implementation - providing you with a wide range of experiences and projects. Leveraging your…
Added 2 hours ago
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Advisor, IG Wealth Management, Corporate Channel - Quebec City
IG Wealth Management
Quebec, QC
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
Added 2 hours ago
A&
Manager, Core Tax
Alvarez & Marsal
Calgary, AB
- Full-time
…navigate the complex and evolving tax issues that affect their business transactions, investments, and…
Added 2 hours ago
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Senior Accountant
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
…cost accounting, inventory management, margin analysis, and business partnering. This is an excellent opportunity for a detail-oriented professional who enjoys driving insights, improving…
Added 2 hours ago
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Field Sales Representative
Federated Insurance Company of Canada
Mississauga, ON
- Full-time
Are you a natural relationship builder who thrives on winning new business and helping clients succeed? As a Commercial Insurance Sales Agent at Federated Insurance, you'll have the…
Added 2 hours ago
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Director, Global Transaction Tax
Alvarez & Marsal
Toronto, ON
- Full-time
…opportunity to work without audit conflict and truly act as a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most…
Added 2 hours ago
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Bilingual HR Advisor
ALS
Winnipeg, MB · Sudbury, ON · Thunder Bay, ON · CAN - ON - Sudbury
- Full-time
The HR Advisor works with the HR Manager to provide support in all areas of HR to an assigned client group. This role serves as a primary point of contact for managers, supervisors, and…
Added 2 hours ago
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PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
…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…
Added 2 hours ago
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Beauty Advisor - Multi Skincare (K Beauty)
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Toronto, ON
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 2 hours ago
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Manager, Ceremonies, Events, and Government Liaison
Carleton University
Ottawa, ON
- Other
…and visits by delegations and dignitaries. Acting as a key advisor and liaison, the Manager ensures that all presidential and institutional events reflect the organization’s values,…

PIA Client Service Associate

Winnipeg, MB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 28, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Nov 3, 2026

Original job description

Work Location:

Winnipeg, Manitoba, 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 Investment Advisors, including preparing documentation and client reports. Deliver high-quality client service by managing inquiries and maintaining compliance with firm policies.

Requirements

Candidates should have an undergraduate degree or community college diploma and 1-2 years of relevant experience. Successful applicants must obtain an Investment Representative (IR) license with the Canadian Investment Regulatory Organization (CIRO).

Skills

Administrative support
Client service
Investment knowledge
Communication skills
Relationship building
Attention to detail
Compliance
Documentation
Reporting
Risk management
Marketing support
Problem solving

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

Wealth Management
Investment Advisor
CIRO
Investment Representative
Client Service
Administrative Support
Financial Services
Banking
Compliance
Portfolio Management
Marketing Materials
Risk Management
Client Relations
Investment Products
Brokerage

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