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Added 7 hours ago
Wealth Associate
National Bank of Canada
Quebec, QC
Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
Wealth Associate
National Bank of Canada
Halifax, NS
Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
Wealth Associate
National Bank of Canada
Brossard, QC
Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
Commercial Account Executive/Producer
Team Insurance Brokers Inc.
Winnipeg, MB
Full-time
Team Insurance Brokers is a proudly independent, family-owned brokerage.
Added 19 days ago
Branch Administrator, Wood Gundy-Bilingual
CIBC
Montreal, QC
Full-time
Operations/Administration – Oversee and manage day to day branch operations and administration including maintenance of office equipment and supplies, and coordination of office functions…
Added 12 days ago
Territory Manager, Commercial Insurance
BrokerLink
Cambridge, ON · Chatham-Kent, ON · Guelph, ON · Hamilton, ON · Kitchener, ON · London, ON · Niagara Falls, ON · Sarnia, ON · St. Catharines, ON · Windsor, ON
Full-time
Leadership and management experience in insurance brokerage operations
Added 6 days ago
Leader, PI Customer Experience
BrokerLink
Bonnyville, AB · Cold Lake, AB
Full-time
Manage the Personal Insurance operations for your respective team to achieve growth and profitability targets.
Added 7 days ago
PIA Client Service Associate
TD
Kamloops, BC
Full-time
Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage
Added 7 days ago
PIA Client Service Associate
TD
Regina, SK
Full-time
Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage
Added 6 days ago
PIA Client Service Associate
TD
Saanich, BC
Full-time
Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage
Added 4 days ago
PIA Client Service Associate
TD
Mississauga, ON
Full-time
Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage
Added 2 days ago
Senior Accounting Manager
Charger Logistics Inc
Brampton, ON
Full-time
Charger Logistics is a leading asset-based transportation and supply chain solutions provider with operations across Canada, the United States, and Mexico. Headquartered in Brampton,…
Added 2 days ago
Client Service Associate - Commercial Insurance
BFL CANADA
Vancouver, BC
Full-time
…largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of over 1,500 professionals…
Added 2 days ago
Client Service Associate - Real Estate Insurance
BFL CANADA
Vancouver, BC
Full-time
…largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of over 1,450 professionals…
Added 2 days ago
Operations Agent
National Bank of Canada
Laval, QC
Full-time
National Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 3 days ago
Contact Centre Support Specialist, Scotia iTrade
Scotiabank
Toronto, ON
Exercising discretion, within approved authority limits, in correcting problems promptly and indefensibly and when required, escalating to Manager
Added 3 days ago
Associate, Options Clearing
Wealthsimple Technologies
Remote, Canada
$54,400 to $68,000 CAD / year
Full-time · Remote
The Options Clearing team sits within Brokerage Operations, the group responsible for how Wealthsimple executes on behalf of clients across billions of dollars a day. We own the full…
Added 2 days ago
Account Manager
Mohegan
Regina, SK
Full-time
The Account Manager is responsible to work on opportunities across North America, representing the business to all levels of decision makers within the accounts.
Added 2 days ago
Senior Accounting Manager
Charger Logistics Inc.
Brampton, ON
Full-time
Charger Logistics is a leading asset-based transportation and supply chain solutions provider with operations across Canada, the United States, and Mexico. Headquartered in Brampton,…
Added 2 days ago
Account Manager
Mohegan
Regina, SK
Full-time
The Account Manager is responsible to work on opportunities across North America, representing the business to all levels of decision makers within the accounts.
Added 2 days ago
Manager, Personal Finance
Alterna Savings
Orleans, ON
Full-time
The Manager Personal Finance (MPF) Supports the Branch Manager in the strategic planning, organization and administration of all related sales and service functions and activities.
Added 2 days ago
Vice President Commercial
Cannar Venture
Toronto, ON
Full-time
We are not looking for a purely administrative manager.
Added 17 days ago
Digital Marketing & Automation Manager - Bravo Insurance Services Ltd.
The InsureBC Group
Vancouver, BC
Full-time
We are looking for a hands-on,forward-thinking Digital Marketing & Automation Manager to step into anestablished role and take it to the next level. This is not a greenfieldposition - we…
Added 3 days ago
Manager, Sales Operations & Client Success
Jori International Ltd.
AB · Calgary, Alberta
Full-time
The Manager, Sales Operations & Client Success owns the system behind the revenue engine and the health of the client after the sale.
Added 2 days ago
Manager, AML/ATF Governance
Alterna Savings
Toronto, ON
Full-time
The Manager, AML/ATF Governance performs a key risk management role and supports the CAMLO in the development and implementation of a sound and effective AML/ATF/sanctions program, ensuring…

PIA Client Service Associate

Kamloops, BC, Canada

Job type: Full-time
Apply by: Sep 30, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Sep 14, 2026

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Original job description

Work Location:

Kamloops, 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 client reports. Deliver high-quality client service by managing 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 must be licensed as an Investment Representative (IR) with the CIRO. 1–2 years of relevant experience in banking or administrative roles is required, along with strong communication and relationship-building skills.

Skills

Administrative support
Client service
Investment knowledge
Communication skills
Relationship building
Attention to detail
Compliance
Risk management
Documentation
Marketing support
Data analysis
Referral management
Financial services
Wealth management

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development programs
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Representative
CIRO
Administrative Support
Client Service
Banking
Compliance
Risk Management
Investment Products
Financial Institutions
Relationship Management
Marketing Materials
Client Meetings
Referral Coding
Brokerage

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