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Added 18 mins ago
SM
Storeperson
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Added 34 mins ago
JA
SME - Commercial Mortgage (Contract)
JazzX AI
Canada
- Contract
Able to map workflows across relationship managers, analysts, underwriters, credit officers, closers, loan operations, servicing, portfolio management, risk, compliance, and internal audit.
Added 34 mins ago
MR
Broker of Record
MoveSmart Rentals
Vaughan, ON
- Up to $130,000 CAD / year
- Full-time
Work with product, engineering, and operations teams to build brokerage requirements into proprietary technology.
Added 48 mins ago
FC
Senior Manager, Credit Solutions, Commercial Services
FirstOntario Credit Union
St. Catharines, ON
- Full-time
Maintain a thorough knowledge of policies and procedures as they pertain to the operations of lending services
Added 48 mins ago
W
(CAN) Associé, équipe des activités de protection des biens
Walmart
Saint-Bruno, QC
- Full-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 48 mins ago
W
(CAN) Asset Protection Operations Team Associate
Walmart
Hamilton, ON
- Full-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 48 mins ago
UO
Administrative Manager, Finance and Operations
University of Waterloo
Waterloo, ON · Psychology, Anthropology, Soci
- Full-time
The Administrative Manager, Finance and Operations, is responsible for managing and coordinating the operational administrative functions of the School and finance-related support with…
Added 48 mins ago
UO
Administrative Officer
University of Waterloo
Waterloo, ON · Ira G. Needles Hall
- Full-time
…Executive Director in planning and co-ordination of administrative operations of the department, including assistance with managing operating accounts, financial reporting, paying invoices…
Added 48 mins ago
UO
Administrative Assistant
University of Waterloo
Waterloo, ON · Ira G. Needles Hall
- Full-time
…leaders in the Secretariat. The role ensures coordinated office operations, sound financial administration, and consistent application of institutional policies and procedures. By providing…
Added 1 hour 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 1 hour ago
RD
Team Operations Lead
RBC Dominion Securities
Vernon, BC
- Full-time
…individual to join our leading wealth management firm as a Team Operations…
Added 1 hour ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Serve as the senior finance partner to service leadership, operations, commercial teams, and Customer Success leaders, providing insight and challenge on strategic priorities, business…
Added 1 hour ago
BM
Integrator / General Manager
BBX Moving
Richmond, BC
- Full-time
You run the business. Three seats report to you on day one: operations, finance and admin, and sales and marketing. The owner sits in that last seat. Yes, he reports to you for it. That’s…
Added 1 hour ago
L
Assistant Manager, Operations | Tanger Outlet
lululemon
Ottawa, ON
- Internship
The Assistant Manager, Operations role is an essential part of the store leadership team and is responsible for making sure our retail business runs smoothly and successfully. Assistant…
Added 1 hour ago
Wealth Management - JFL Research Internship/Co-op (Toronto) - Summer 2027
Scotiabank
Toronto, ON
Actively pursue effective and efficient operations of his/her respective areas in accordance with the firm’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the…
Added 1 hour ago
Wealth Management - JFL Research Internship/Co-op (Montreal) - Summer 2027
Scotiabank
Montreal, QC
Actively pursue effective and efficient operations of his/her respective areas in accordance with the firm’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the…
Added 1 hour ago
MANAGEMENT CONSULTANT
City of Toronto
Toronto, ON
implementation of policies; the identification of a range of options for operations, policies, information systems and management practices; the assessment of the implications and viability…
Added 1 hour ago
O
Finance Operations Analyst (EVC)
omnie
Canada
- Full-time
This role sits at the intersection of accounting operations and light data work. You don't need to be an engineer, but you do need to be comfortable living in Excel and Power Query, reading…
Added 1 hour ago
RB
Director, New Accounts and Documentation
Royal Bank of Canada
Toronto, ON
- Full-time
…initiatives. The incumbent acts as a senior liaison between Operations and business leadership, supporting internal and external customers across business lines while managing regulatory…
Added 1 hour ago
RB
Senior Director, Operations
Royal Bank of Canada
Toronto, ON
- Full-time
As the Senior Director, Operations in Canadian Wealth Management Operations, you will help drive strategy in a large diverse group of departments that supports multiple business lines…
Added 1 hour ago
RB
Manager, Operations II
Royal Bank of Canada
Toronto, ON
- Full-time
As Manager, Futures Operations, you will lead a team supporting time-sensitive, complex, exception-based, and highly specialized futures operations within Wealth Management Canada. You will…
Added 1 hour ago
C
Consultant SAP FI-CO
CGI
Drummondville, QC
- Full-time
…then support users as they validate results and prepare for…
Added 1 hour ago
HN
Hotel Operations Manager
Hospitality Newfoundland and Labrador
St. John's, NL
- Full-time
DoubleTree by Hilton St. John’s Harbourview is seeking a dynamic, service-driven, and results-oriented Hotel Operations Manager to support the day-to-day leadership and overall performance…
Added 1 hour ago
ME
Senior Accountant
MNP Executive Search & Professional Recruitment
Burnaby, BC
- Full-time
Reporting to the Financial Controller, the Senior Accountant supports the financial integrity of Richmond Packaging through financial reporting, analysis, intercompany general ledger…
Added 1 hour ago
SI
Coordinator, Warehouse
Saputo Inc.
Georgetown, ON
- Full-time
We support employment equity. Saputo strives to embed diversity and inclusion in its operations and invites candidates from all horizons to join its family. Saputo welcomes and encourages…

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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