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Added 10 mins ago
PV
Permanent full-time (7.5 hrs per day) Administrative Assistant
Prairie Valley School Division
White City, SK
- Full-time
Preparing and coding invoices and purchasing card transactions and performing other financial/accounting functions for school-based budget allocations and school generated funds in an…
Added 10 mins ago
HI
Project Manager 6 months contract
HRbrain Inc.
Montreal, QC
- Contract
Need a highly organized and skilled Project Manager to oversee and support two small projects simultaneously under P&BB (Personal and Business Banking). The ideal candidate will be…
Added 25 mins ago
IG
Digital Product Manager
Insight Global
Toronto, ON
- $70 to $78 CAD / hour
- Contract
Experience within financial institutions/bank
Added 25 mins ago
HI
Product Owner ( Spanish Speaker )
HRbrain Inc.
Toronto, ON
- Full-time
As Senior Manager, Business Digital Enablement CRM Solutions, you will contribute to the oversight and strategic design of CRM primary product capabilities in IB Retail & Digital Banking,…
Added 25 mins ago
PC
Indirect Tax, Recovery Data Analytics
PwC Canada
Vancouver, BC
- Full-time
Working knowledge of GST/HST, QST and provincial sales taxes, and how indirect taxes are recorded in financial systems
Added 26 mins ago
PC
Digital Assurance & Transparency Senior Associate
Pwc Canada
Vancouver, BC
- Full-time
…design, documentation, and operations of controls around the financial reporting process, including financial business process and Information Technology management…
Added 41 mins ago
Assistant Manager, Reconciliation Operations (GWO)
Scotiabank
Toronto, ON
The Assistant Manager, in Reconciliation Operations is responsible for providing support to a team of subject matter experts in supporting the Branch and units within Global Operations in…
Added 55 mins ago
F
Responsable de projets - Expériences Fever Originals
Fever
Montreal, QC
- Full-time
Added 55 mins ago
TC
Senior Fund Accountant, Fund Accounting – Hedge Funds
The Citco Group Limited
Toronto, ON
- Full-time
Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology…
Added 55 mins 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 1 hour ago
RP
Senior Accountant to Manager (Public Practice)
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Progressive public practice accounting experience at the Senior Accountant, Assistant Manager, or Manager level
Added 1 hour ago
RP
Jr Project Controls Analyst
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
Reporting directly to the Manager of Project Support, you will focus on core financial monitoring, SAP project setup, monthly cost reporting, and change control management throughout the…
Added 1 hour ago
AT
Credit Analyst / Analyste Crédit
Allianz Trade in North America
Montreal, QC
- Full-time
3 -5 years experience in credit analysis, financial management, accounting, business analysis or related fields
Added 1 hour ago
CA
Financial Analyst
Centurion Associates Inc
Toronto, ON
- Full-time
Reporting to the Director of Finance, the Financial Analyst is responsible for performing corporate finance and accounting duties, including assisting with the preparation of internal and…
Added 1 hour ago
B+
Accounting Analyst
Bausch + Lomb
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Accounting Analyst, reporting directly to the Senior Manager, General Accounting, is responsible for processing monthly, quarterly, and annual accounting activities. In this role, the…
Added 1 hour ago
RP
Manager, Financial Reporting
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Our client is seeking a Manager, Financial Reporting to lead the preparation, analysis, and accuracy of financial reporting within a complex, multi‑entity environment. This role ensures the…
Added 1 hour ago
LP
Revenue Coordinator - Elmhurst, Illinois
LAZ Parking
Burlington, ON
- $26 to $28 USD / hour
- Full-time
…department and operational teams in ensuring accuracy in reporting financial information in a timely and accurate manner. The Revenue Coordinator reviews and approves reports and creates…
Added 1 hour ago
RP
Manager of Accounting
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Our Calgary-based client is seeking an experienced Accounting Manager to join their growing Finance team. Reporting directly to the Controller, the Accounting Manager will play a key role…
Added 1 hour ago
R
Assistant Branch Manager
RBC
Pointe-Claire, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 1 hour ago
T
Personal Banker - Pointe-Claire, Hymus (Full Time)
TD
Pointe-Claire, QC
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 1 hour ago
T
Senior Personal Banker - Home Borrowing
TD
Mission, BC
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 1 hour ago
T
Security Remediation & Resilience Lead, BWI
TD
Toronto, ON
- Full-time
Added 1 hour ago
T
PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
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,…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Duncan, BC
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 1 hour ago
B
Assistant Manager, Insurance Accounting
BCAA
Burnaby, BC · *Head Office
- Full-time
As the Assistant Manager, Insurance Accounting, you’ll play a hands-on leadership role supporting full-cycle insurance accounting, financial and regulatory reporting, internal controls, and…

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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