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Added 6 mins ago
NB
Branch Administrator / Operations Agent
National Bank of Canada
Ancaster, ON
- Full-time
…clients in about 100 branches. You will report to the Regional Manager and work closely with a team of investment…
Added 6 mins ago
NB
Associate
National Bank of Canada
Quebec, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 6 mins ago
NB
Associate
National Bank of Canada
Rivière-du-Loup, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 6 mins ago
LH
Corporate Controller
Landmark Homes
AB · Edmonton, AB
- Full-time
…accounting team capability while leading the integration of finance processes, systems and practices. A hands on business partner, the Controller supports operational decisions and helps…
Added 6 mins ago
CO
Manager, Insurance & Risk Services
City of Burlington
Burlington, ON
- $114,971 to $143,713 CAD / year
- Full-time
A post-secondary degree in Risk Management, Business Administration, Public Administration, Finance or a related field.
Added 21 mins ago
SR
Regional Technical Sales Manager
STRIVE Recruitment Inc.
Delson, QC
- $110,000 to $115,000 CAD / year
- Full-time
STRIVE is a specialist recruitment firm offering professional recruitment services across Accounting & Finance, Corporate Administration, Operations, and Technology. We pride ourselves on…
Added 21 mins ago
BH
Facilities Management Coordinator
BC Hydro
Vancouver, BC
- $86,000 to $92,600 CAD / year
- Temporary
Business administration, finance, project management, negotiation and administration, performance measurement and monitoring, research and analysis methods, techniques and processes,…
Added 21 mins ago
OG
Payroll Master
Optel Group
Quebec, QC
- Full-time
Complete, verify, and process forms and documents required for benefits administration, such as pension plans, leaves of absence, employment insurance, and health insurance;
Added 21 mins ago
OG
Payroll Master
Optel Group
Quebec, QC
- Full-time
Complete, verify, and process forms and documents required for benefits administration, such as pension plans, leaves of absence, employment insurance, and health insurance;
Added 35 mins ago
N
Account Manager, Commercial Insurance
Navacord
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
Collaborate with internal departments (administration, claims, underwriting, finance).
Added 36 mins ago
R
Gestionnaire de compte en approvisionnment / Accoubnt Manager procurement
RTX
Longueuil, QC
- Full-time
Formation postsecondaire en administration des affaires, en génie, en commerce, en gestion de la chaîne d’approvisionnement, en finance ou dans un domaine connexe.
Added 36 mins ago
Manager, Financial Planning and Accommodations
Government of Alberta
AB
Leading a team of financial professionals, the Manager drives complex financial planning processes, builds strategic partnerships with internal stakeholders, Alberta Enterprise Corporation…
Added 36 mins ago
SD
Front Store Manager, Salaried Part Time Day
Shoppers Drug Mart
Vancouver, BC
- Part-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 51 mins ago
AC
Chef De Projet Flux De Matériel/ Project Manager (Material Flow)
Aston Carter
Saint-Eustache, QC
- $38 to $45 CAD / hour
- Contract
Diplôme de baccalauréat en génie industriel, en génie, en administration des affaires ou dans un domaine connexe.
Added 1 hour ago
A
Receptionist
Altis
Toronto, ON
- $70,000 to $75,000 CAD / year
- Full-time
1–3 years of experience in reception, corporate front desk, office administration, client services, or a similar customer-facing role
Added 1 hour ago
P
Senior Manager, Planning
PHD
Toronto, ON
- Full-time
Oversee the administration and maintenance of media buys.
Added 1 hour ago
C
Project Manager
COVE
Halifax, NS
- Full-time
Reporting to the Senior Manager, Major Projects, the Project Manager is responsible for overseeing and delivering the successful execution of projects that support innovation and growth…
Added 1 hour ago
Payroll and Benefits Administrator
Concert Properties Ltd.
Vancouver, BC
The Payroll & Benefits Administrator is responsible for the accurate and timely administration of payroll, benefits, pension, employee records, and time and attendance activities. The role…
Added 1 hour ago
Senior Marketer
Steel Reef Infrastructure Corporation
Calgary, AB
Steel Reef is seeking a Senior Marketer to join its Commercial team in Calgary. Reporting to the Manager, Liquids Marketing, this position will be responsible for developing and executing…
Added 1 hour ago
UO
Bachelor of Sustainability and EESC Graduate Programs Assistant
University of British Columbia
Kelowna, BC · UBCO | Charles E. Fipke Centre for Innovative Research (FIP)
- $4,981 to $5,713 CAD / month
- Full-time
…tasks, and receives supervision and guidance from the Department Manager with regards to conditions of employment and University, Faculty and Departmental policies and procedures. This…
Added 1 hour ago
T
PIA Client Service Associate
TD
St. John's, NL
- Full-time
Accept/create leads and ensure correct referral coding administration
Added 1 hour ago
T
Business Information Management Analyst II
TD
Toronto, ON
- Full-time
Added 1 hour ago
T
Personal Banking Associate
TD
Havelock, ON
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 1 hour ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
Accept/create leads and ensure correct referral coding administration
Added 1 hour ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
Accept/create leads and ensure correct referral coding administration

PIA Client Service Associate

Mississauga, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 20, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Nov 6, 2026

Original job description

Work Location:

Mississauga, Ontario, 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 creating reports for client accounts. Deliver high-quality client service by responding to inquiries and identifying referral opportunities while adhering to compliance and risk management policies.

Requirements

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

Skills

Administrative support
Client service
Investment products
Wealth management
Documentation
Communication
Relationship building
Risk management
Compliance
Marketing materials
Data analysis
Referral management

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
Client Service Associate
CIRO
Investment Representative
Banking
Administrative Support
Compliance
Risk Management
Financial Institutions
Client Experience
Marketing Materials
Portfolio
Referral Coding
Documentation
Brokerage

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