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Added 6 mins ago
D
Advisor, Securities
Desjardins
Amos, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC · Service Signature Abitibi-Témiscamingue et Nord-du-Québec
- Full-time
Added 20 mins ago
PM
Director Finance Business Partnership
Philip Morris International
Toronto, ON
- Full-time
The Business Partner Finance Director is a strategic finance leader and trusted advisor to the Managing Director and Leadership Team. The role drives business performance, value creation,…
Added 36 mins ago
RB
Director, New Accounts and Documentation
Royal Bank of Canada
Toronto, ON
- Full-time
Strategic Advisory and Escalation – Serve as senior-level advisor for decision-making across all groups within scope. Act as point of escalation for matters unresolved by managers and as…
Added 36 mins ago
RB
Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada
St. John's, NL
- 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
RC
Management Consulting Director, Technology
RSM Canada
Toronto, ON
- Full-time
Serve as a senior trusted advisor to executives navigating complex technology strategies, investments, and transformation programs.
Added 1 hour ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 1 hour ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
…(e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a…
Added 1 hour ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
St. John's, NL · Greater St. John's Metropolitan Area
- 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
HO
Snr Talent Acquisition Business Partner
Humans of HR
Vancouver, BC
- Full-time
Relationship Management: Build and sustain strong partnerships with internal leaders and external candidates, serving as a trusted advisor on recruitment best practices.
Added 3 hours ago
B
Director, Office North America Workplace Services
BMO
Toronto, ON · YNG
- Full-time
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Added 3 hours ago
M
AVP Strategy - Intermediary, Product, Institutional
Manulife
Toronto, ON
- Full-time
…Institutional. Working across Distribution, Product, Investments, Finance and Transformation, the role will build confidence that strategic priorities are focused, appropriately resourced…
Added 3 hours ago
Financial Advisor - Saskatoon CBC & Main Branch
Scotiabank
Saskatoon, SK
Added 4 hours ago
M
Licensed Assistant
Manulife
Montreal, QC
- Full-time
Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
Added 4 hours ago
M
AVP Retirement & Wealth Strategy
Manulife
Toronto, ON
- Full-time
Reporting to the Head of GWAM Strategy & Transformation, the AVP, Retirement & Wealth Strategy is a key member of the finance & strategy team and an important catalyst and contributor to…
Added 4 hours ago
AC
Senior Accountant, Assurance and Accounting - Private Enterprise & Public Sector Audit
ACCA Careers
Vancouver, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 4 hours ago
IH
Contract Advisor
Interior Health Authority
Vernon, BC
- Contract
The Vernon Health Centre has an exciting opportunity for a permanent full time Contract Advisor to join their team in Vernon B.C.
Added 5 hours ago
M
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 5 hours ago
IW
Advisor, IG Wealth Management, Corporate Channel - Sherbrooke
IG Wealth Management
Quebec, QC
- Full-time
…existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a hybrid role where individuals have the opportunity to work from an IG…
Added 5 hours ago
A&
Manager, Core Tax
Alvarez & Marsal
Toronto, ON
- Full-time
Build and maintain strong client relationships by understanding client objectives, delivering responsive service, and serving as a trusted day-to-day advisor.
Added 5 hours ago
A&
Associate, Restructuring
Alvarez & Marsal
Toronto, ON
- Full-time
…analytical skills and deep understanding of accounting and finance to a diverse range of projects in turnaround, restructuring, bankruptcy and performance improvement. Your involvement with…
Added 5 hours ago
IW
Advisor, IG Wealth Management, Corporate Channel - Quebec City
IG Wealth Management
Quebec, QC
- Full-time
…existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a hybrid role where individuals have the opportunity to work from an IG…
Added 5 hours ago
A&
Manager, Core Tax
Alvarez & Marsal
Calgary, AB
- Full-time
Build and maintain strong client relationships by understanding client objectives, delivering responsive service, and serving as a trusted day-to-day advisor.
Added 5 hours ago
RP
Senior Accountant
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Our Calgary-based client is seeking an experienced Senior Accountant to join its Finance team. Reporting directly to leadership, this role supports financial operations through month-end…
Added 5 hours ago
FI
Field Sales Representative
Federated Insurance Company of Canada
Mississauga, ON
- Full-time
…meaningful partnerships with business owners, and become a trusted advisor in the commercial insurance…
Added 5 hours ago
A&
Director, Global Transaction Tax
Alvarez & Marsal
Toronto, ON
- Full-time
…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 meaningful to them and…

PIA Client Service Associate

Winnipeg, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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