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Added 5 mins ago
Business Development Executive, Financial Services
Avant Imaging & Information Management, Inc.
Toronto, ON · Scarborough, ON
Full-time
AIIM is hiring a proven business development professional who knows how to create and close opportunities within banks, credit unions and other financial institutions.
Added 5 mins ago
Accounting Manager
Paradigm Electronics Inc.
Mississauga, ON
$80,000 to $100,000 CAD / year
Full-time
…are a results-driven professional with a passion for driving financial excellence, we invite you to be part of our dynamic…
Added 5 mins ago
Category Procurement Lead - Kiewit Supply Network
Kiewit
AB · Edmonton, AB
Full-time
Assess and mitigate supply risk - single-source exposure, capacity constraints, financial health, geopolitical and tariff exposure - and maintain qualified alternate sources.
Added 5 mins ago
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 5 mins ago
Senior Software Architect (Fintech, NYSE-Listed, Investments & Wealth Platform)
Salient Group
Toronto, ON · Greater Toronto Area, Canada
Full-time
…settlement, funding, and risk. You'll work at the intersection of financial engineering and modern software practice, partnering closely with a product and engineering team based…
Added 5 mins ago
Manager, Operations & Treasury (Crypto, Web3, NYSE Listed Fintech Brand)
Salient Group
Toronto, ON
Full-time
Added 5 mins ago
Experienced Tax Preparer
Jackson Hewitt Tax Service Inc.
Richmond, BC
Full-time
…the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get…
Added 5 mins ago
Seasonal Tax Preparer in Walmart
Jackson Hewitt Tax Service Inc.
Williamsburg, ON
Full-time
…the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get…
Added 5 mins ago
Experienced Tax Preparer
Jackson Hewitt Tax Service Inc.
Williamsburg, ON
Full-time
…the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get…
Added 5 mins ago
Administrative Assistant
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
Full-time
…every level and equips us to help our clients achieve their financial…
Added 5 mins ago
Manager, Client Reporting
Royal Bank of Canada
Toronto, ON
Full-time
Added 5 mins ago
Senior Manager, Portfolio Governance and Controls
Royal Bank of Canada
Toronto, ON
Full-time
Minimum 5 years of experience in project management, portfolio management, risk management, or financial controls
Added 5 mins ago
Client Advisor
Royal Bank of Canada
NS · ST. MARY'S, Nova Scotia
Part-time
· Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Added 5 mins ago
Financial Advisor Intern
Royal Bank of Canada
BC · RICHMOND, British Columbia
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 5 mins ago
Lead Data Engineer - AI & Machine Learning
Royal Bank of Canada
Toronto, ON
Full-time
Learn and adopt best practices, security standards, and performance benchmarks for financial-grade systems
Added 5 mins ago
Audit Manager, ICFR Operations, Internal Audit
Royal Bank of Canada
Halifax, NS
Full-time
Experience in a financial institution or technology company, dealing with multiple business platforms, business processes, geographies, and legal entities.
Added 5 mins ago
Client Advisor Intern
Royal Bank of Canada
Ottawa, ON
Part-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 20 mins ago
Sr Manager, Marketing Experience & UX Design
The Best Job Board
Toronto, ON · Greater Toronto Area, Canada
Full-time
…incentive programs, and resources for mental, physical, and financial…
Added 20 mins ago
Senior Accountant/Auditor
Paul Teoh Chartered Professional Accountants
Calgary, AB
Full-time
As a Senior Accountant, you will have the option of traveling onsite to small communities (50 to 1,000 people) in the Northwest Territories while working with an engagement team to complete…
Added 50 mins ago
Lead Site Reliability Engineer - Database Management
SimCorp
Toronto, ON
Full-time
Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and…
Added 50 mins ago
Accounting Department Coordinator
The Law Office Management Association (TLOMA)
Mississauga, ON
Full-time
The Accounting Department Coordinator will play a key role in supporting the Firm's financial operations and accounting functions. Working closely with the Partners, management team, and…
Added 50 mins ago
Accounts Receivable Supervisor
KUTHALA GROUP
Georgetown, ON
Full-time
…terminals throughout the region. KUTHALA GROUP also offers financial services such as working capital and multi-million-dollar loans, along with investment opportunities in real estate. The…
Added 50 mins ago
CAREERS
Cameron Stephens
Calgary, AB
Full-time
Added 50 mins ago
PIA Client Service Associate
TD
AB
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 50 mins ago
PIA Client Relationship Associate
TD
Vancouver, BC
Full-time
Demonstrate financial planning expertise to support IA and produce high quality plans that exceed client expectations and improve client retention and loyalty

PIA Client Service Associate

Coquitlam, BC, Canada

Job type: Full-time
Apply by: Sep 26, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fiel
Posting language: English
Posted: Sep 21, 2026

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Original job description

Work Location:

Coquitlam, 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:

Department Overview

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 fiel

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.

Skills

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

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 Advisor
Private Investment Advice
CIRO
Investment Representative
Brokerage
Client Experience
Administrative Support
Compliance
Marketing Materials
Referral Coding
Risk Management
Financial Institutions
Banking
Portfolio Management

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