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Added 9 mins ago
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VIE - Junior Financial Analyst (M/F)
Neoen
Toronto, ON
- Full-time
Neoen is looking for a Junior Financial Analyst to join its team in Toronto, Canada. Your role will be to support project competitiveness by developing, optimising and maintaining efficient…
Added 9 mins ago
AW
Program Director
Agilus Work Solutions
Toronto, ON
- $140 to $145 CAD / hour
- Contract
Experience within Financial Services, Wealth Management, Banking, or highly regulated industries
Added 25 mins ago
RB
Mortgage Specialist
Royal Bank of Canada
Ottawa, ON
- Full-time
· Develop a loyal client base by providing exceptional mortgage advice and financial solutions
Added 25 mins ago
RB
Client Advisor Intern
Royal Bank of Canada
Norfolk, ON
- Part-time
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Added 25 mins ago
RB
Executive Assistant
Royal Bank of Canada
Toronto, ON
- Full-time
A world-class training program in financial services
Added 25 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Pointe-Claire, QC
- Full-time
Minimum of 2 years’ experience in a people management/coaching role within the financial industry
Added 25 mins ago
RB
Client Advisor
Royal Bank of Canada
Ottawa, ON
- Part-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 25 mins ago
RB
Manager, Royal Mutual Funds Inc (RMFI) Surveillance
Royal Bank of Canada
Toronto, ON
- Full-time
4-6 years of related work experience at a financial institution and/or regulated securities/mutual fund dealer/and or securities regulatory body
Added 25 mins ago
RB
Team Operations Lead
Royal Bank of Canada
Vernon, BC
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 25 mins ago
RB
Client Implementation Lead
Royal Bank of Canada
Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
…exceptional client experience. Previous work experience in the financial services industry with a focus on cash management and a high level of comfort interacting with clients are important…
Added 25 mins ago
RB
Operations Representative - Currency Processing
Royal Bank of Canada
Halifax, NS
- Full-time
Added 25 mins ago
RB
Wealth Concierge
Royal Bank of Canada
Toronto, ON
- Full-time
…which includes highly accredited lawyers, accountants, and financial planning…
Added 25 mins ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Ottawa, ON
- Full-time
…professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market…
Added 25 mins ago
RB
Financial Advisor Intern
Royal Bank of Canada
Prince Albert, SK
- 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 25 mins ago
RB
Client advisor
Royal Bank of Canada
Regina, SK
- Part-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 hour ago
AH
Cost Accountant (Contract Role)
Airbus Helicopters
Fort Erie, ON
- Contract
Reporting to the Head of Controlling, the Cost Accountant is responsible for maintaining inventory valuations and margin analysis on all Airbus Helicopters Canada Limited products. The…
Added 1 hour ago
AA
Gestion performance financiere & optimisation programme / Financial performance & program improvement
Airbus Aircraft
Mirabel, QC
- Full-time
Added 1 hour ago
NA
Client Manager, Commercial Insurance
NFP, an Aon company (Canada)
Hamilton, ON
- Full-time
…with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving…
Added 1 hour ago
Office Administrative Assistant
HealthCareersInSask.ca
Esterhazy, SK
Job Description: Provides a wide range of administrative support and coordination of clerical/financial services to a variety of department(s) and/or program(s) and/or facility(ies).
Added 1 hour ago
Office Administrative Assistant
HealthCareersInSask.ca
Regina, SK
Job Description: Provides a wide range of administrative support and coordination of clerical/financial services to a variety of department(s) and/or program(s) and/or facility(ies).
Added 1 hour ago
JA
SME - Commercial Mortgage (Contract)
JazzX AI
Canada
- Contract
…borrower overview, sponsor / guarantor analysis, collateral, financial analysis, risk-rating support, exceptions, conditions, covenants, approvals, and evidence…
Added 1 hour ago
H
Anti-Money Laundering Analyst
Hays
Toronto, ON
- Contract
As an AML Analyst, you will be responsible for supporting financial crime investigations, compliance assessments, regulatory reporting, and ongoing monitoring activities. You will work…
Added 1 hour ago
MR
Broker of Record
MoveSmart Rentals
Vaughan, ON
- Up to $130,000 CAD / year
- Full-time
Coordinate with RECO, real estate boards, legal counsel, accountants, insurers, financial institutions, and technology providers.
Added 1 hour ago
UG
Senior Accountant (Permanent, Full-time) Vancouver
Union Gospel Mission (Vancouver)
Vancouver, BC
- Full-time
The Senior Accountant will work closely with the Controller, Finance and be responsible for full accounting cycle, period end closing, and preparation of financial statements for four legal…
Added 1 hour ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…

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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