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Added 8 mins ago
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Assistant Finance Manager – Brand Marketing
Lindt & Sprüngli USA
Toronto, ON · LCA - CAN - Corporate - Head Office - Toronto - ON
- Full-time
Reporting to the Senior FP&A Manager, the Assistant Finance Manager, Brand Marketing will provide financial leadership and strategic support to Lindt Canada’s Brand Marketing teams. This…
Added 8 mins ago
L&
Assistant Finance Manager – Brand Marketing
Lindt & Sprüngli (Canada), Inc
Toronto, ON · LCA - CAN - Corporate - Head Office - Toronto - ON
- Full-time
Reporting to the Senior FP&A Manager, the Assistant Finance Manager, Brand Marketing will provide financial leadership and strategic support to Lindt Canada’s Brand Marketing teams. This…
Added 23 mins ago
Senior Manager, International Banking Treasury Analytics - Global Finance
Scotiabank
Toronto, ON
As Senior Manager, International Banking Treasury Analytics, you will develop analytical tools and insights to support balance sheet, liquidity, funding, capital, investment, and hedging…
Added 23 mins ago
Customer Service Specialist
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager in Wealth Operations, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients’ segregated…
Added 23 mins ago
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PIA Client Service Associate
TD
Kelowna, BC
- Full-time
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…
Added 39 mins ago
CC
Retail Shift Leader
Canna Cabana
Grande Prairie, AB · Prairie Mall, Grande Prairie, AB
- Part-time
Provide assistance to store management in supervising and facilitating the daily operations of the store
Added 39 mins ago
FP&A Manager
CapIntel
Toronto, ON
The Finance Manager is a pivotal team member, reporting to the VP of Finance you will help inform the financial and investment strategy that guides CapIntel, own the revenue model and…
Added 39 mins ago
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Assistant Branch Manager - St. Malo & St. Jean Baptiste Branches
Assiniboine Credit Union
St. Malo, MB · MB · St. Jean-Baptiste, MB
- Full-time
Assists the Branch Manager with developing and implementing comprehensive business plans to facilitate financial target achievement by planning cost-effective operations and market…
Added 39 mins ago
AM
Manager, Marketing - AGF Capital Partners
AGF Management
Toronto, ON
- Full-time
Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 820,000 investors. AGF trades on…
Added 54 mins ago
Senior Manager, Corporate Security
D2L
Kitchener, ON
The Senior Manager, Corporate Security leads the corporate security function and its day-to-day operations and owns the corporate security roadmap. This role is accountable for protecting…
Added 1 hour ago
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Digital Manager
Stantec
Edmonton, AB
- Full-time
The Digital Marketing Manager Operations sets the strategy, roadmap, governance, and operating model for the data, CRM, technology, website, and operational capabilities that underpin…
Added 1 hour ago
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Commercial Services Senior Specialist
Enbridge
Calgary, AB
- Full-time
Solid understanding of pipeline operations, transportation contracts, customer account management, and commercial processes within a regulated environment.
Added 1 hour ago
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Business Transformation Director
GRAITEC Italy
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Transformation, Data & AI, Information Security, and IT Operations & Platforms. Together we own the delivery
Added 1 hour ago
Building Solutions Manager
UFA Co-operative Ltd.
Grande Prairie, AB
Reporting to the Sr. Manager, Buildings, the Building Solutions, Manager is responsible for selling building projects within a geographical area.
Added 1 hour ago
Associate Director, Real Estate Banking (Toronto, ON)
Scotiabank
Toronto, ON
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring…
Added 1 hour ago
Manager, Investments - Tangerine
Scotiabank
ON · Toronto, ON
The Manager of Tangerine Investments reports directly to the Director, Investment & Deposit Front Line Sales and will lead a team of Investment Fund Associates. The Manager is responsible…
Added 1 hour ago
Manager, Engineering (Long Term Grid Planning)
Toronto Hydro
Toronto, ON
Reporting to the Director, Investment Planning, the Manager, Engineering (Long-Term Grid Planning) leads the development of evidence-based long-term plans for the distribution system. The…
Added 1 hour ago
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Gestionnaire Comptable – Développement
RES
Montreal, QC
- Full-time
Added 1 hour ago
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Manager, Content Marketing
Stantec
Edmonton, AB
- Full-time
The Content Marketing Manager leads Stantec’s enterprise-wide content marketing capability, setting the strategy, operating model and editorial direction for how priority stories, expertise…
Added 1 hour ago
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Manager, Performance Marketing
Stantec
Edmonton, AB
- Full-time
The Performance Marketing Manager sets and leads Stantec’s enterprise-wide performance marketing and investment strategy, shaping how paid media, SEO, organic social and advocacy reach…
Added 1 hour ago
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Personal Banking Associate - Sydney
TD
Sydney Indian Reserve No. 28A, NS
- Full-time
…financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it…
Added 1 hour ago
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Senior Manager, FP&A & Strategic Finance
Phoenix
Toronto, ON
- $140,000 to $160,000 CAD / year
- Full-time
We’re looking for a Senior Manager, FP&A & Strategic Finance who understands the analytics behind a business as well as the numbers on the page. This is a hands-on, high-ownership role for…
Added 1 hour ago
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Branch Manager
ROBINSON
Swift Current, SK
- Full-time
Reporting to the Regional Manager, the Branch Manager is responsible for overseeing all aspects of branch operations. This role provides leadership across sales, customer relationships,…
Added 1 hour ago
LS
Chief of Staff - Permanent - 19557
LRO Staffing
Toronto, ON
- Full-time
4+ years of experience, ideally including 1-2 years in investment banking or management consulting, or strategy and operations experience at a scaling tech company
Added 1 hour ago
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Senior Analyst, Continuous Improvement (Hybrid- Toronto, ON or Burnaby/BC)
LifeLabs
Toronto, ON · Burnaby, BC
- $79,900 to $101,800 CAD / year
The Senior Analyst, Continuous Improvement will report into the Sr. Manager, Continuous Improvement. In this role, he/she will have the opportunity to use and develop their Lean knowledge…

PIA Client Service Associate

Kelowna, BC, 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 9, 2026

Original job description

Work Location:

Kelowna, British Columbia, 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 maintaining compliance with all account documentation and marketing policies.

Requirements

Candidates should possess an undergraduate degree or community college diploma and must be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO). 1–2 years of relevant experience in banking or administrative roles is required.

Skills

Administrative support
Client service
Investment product knowledge
Documentation preparation
Compliance adherence
Relationship building
Communication skills
Wealth management
Risk management
Data analysis
Marketing support
Lead 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
CIRO
Investment Representative
Banking
Administrative Support
Client Experience
Compliance
Portfolio Management
Financial Services
Marketing Materials
Account Documentation
Risk Management
Referral Administration
Customer Service
Financial Planning

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