Jobs in Canada

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Added 49 mins ago
RB
Associate Vice President, Core Banking, RBCx (similar to Commercial Account Manager)
Royal Bank of Canada
Ottawa, ON
- Full-time
If you are a Business Account Manager (BAM), a Relationship Manager - Commercial Accounts (RMCA), a Commercial Account Manager (CAM) Intern or an Associate / Commercial Banking Advisor…
Added 49 mins ago
RB
Client Advisor
Royal Bank of Canada
MB · STONEWALL, Manitoba
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 49 mins ago
RB
Client Advisor Kitchener/Waterloo
Royal Bank of Canada
Kitchener, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 49 mins ago
RB
Associate
Royal Bank of Canada
Pickering, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
RB
Administrative Assistant
Royal Bank of Canada
Calgary, AB
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 1 hour ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
…our clients thrive and communities prosper. As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our…
Added 2 hours ago
K
National Sales Excellence Manager
Kuehne+Nagel
Mississauga, ON
- Full-time
Act as a trusted advisor and strategic support resource to Key Account Managers across existing and newly acquired customer opportunities.
Added 3 hours ago
T
PLC Programmer
Tarco
Calgary, AB
- Full-time
…Intelligent Execution Platform, we pride ourselves on being a trusted advisor and long-term partner for clients across diverse…
Added 4 hours ago
Sr AVP- Sr Engagement Manager
EXL
Canada
Collaborate with sales, account, industry, capability, architecture, and delivery leaders to expand strategic client relationships.
Added 4 hours ago
WF
Insurance Advisor
Western Financial Group
Victoria, BC
- Contract
Insurance Advisor - Victoria (3 month contract)
Added 4 hours ago
OT
Senior Cloud Service Manager- Financial Services
Open Text Corporation
Richmond Hill, ON
- Other
Act as the trusted advisor and primary relationship owner for assigned customers.
Added 8 hours ago
T
TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
…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…
Added 8 hours ago
LM
Senior Surety Claims Counsel OR Senior Surety Claims Expert
Liberty Mutual Canada
Remote, Canada
- Full-time
- Remote
…manufacturers and suppliers, and commercial enterprises on an account and transactional basis. We are committed to building mutually profitable relationships by providing smart business…
Added 9 hours ago
LS
Legal Architect, Enterprise - Permanent - 19635
LRO Staffing
Toronto, ON
- Full-time
Hybrid: minimum 2 days per week in office (client site visits count as office days)
Added 9 hours ago
DU
Black Student Advisor (Designated Position)
Dalhousie University
Halifax, NS
- Full-time
Position Title Black Student Advisor (Designated Position)
Added 9 hours ago
LC
Banking Advisor - Arkona
Libro Credit Union
Arkona, ON
- Full-time
Join Libro Credit Union as a full-time Banking Advisor - Arkona Branch
Added 9 hours ago
S
Principal Applied AI Architect
Salesforce
Toronto, ON · Montreal, QC · Canada - Montreal
- Full-time
Elevate the team and the field. Mentor architects and account teams. Contribute points of view, reference architectures, and reusable assets. Work closely with AEs, SEs, Professional…
Added 9 hours ago
EI
Senior Technical Specialist - Long Haul Trucking & Cargo
Echelon Insurance
Mississauga, ON
- Full-time
Competitive benefits include a defined contribution plan, personal spending account, and so much more.
Added 9 hours ago
I
Senior Recruiter
IKEA
Coquitlam, BC
- Full-time
Please note: This is a hybrid position requiring three days per week on-site and two days per week working remotely
Added 9 hours ago
GO
Crown Counsel
Government of Manitoba
Winnipeg, MB
- Full-time
…constitutional and statutory responsibility of Chief Legal Advisor to Government, and as the guardian of the public interest with respect to matters of civil law. This results in a varied…
Added 10 hours ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Toronto, ON
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 10 hours ago
TT
Customer Success Manager
Trane Technologies
Montreal, QC
- Full-time
Language Requirement: Bilingualism (English and French required)
Added 10 hours ago
AG
Transmission Key Accounts Manager
ATCO Gas
AB · Edmonton, AB
- Full-time
Act as a trusted advisor to customers by maintaining awareness of their operational plans, business objectives, growth initiatives, and emerging requirements.
Added 10 hours ago
WC
Client Solutions Advisor
Woola Capital
Coquitlam, BC
- Full-time
Woola is hiring a Client Solutions Advisor to strengthen existing customer relationships, improve quotation approvals and help our clients access solutions across all four of our divisions.
Added 10 hours ago
B
Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
…money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential…

TD Wealth- Client Service Associate- Private Investment Advice

Quebec, QC, Canada

Full-time

Apply on td.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
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:

Québec, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

43 300 $ /$43,300 - 56 700 $/$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
Bilingual proficiency (English & French)
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):

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.

Apply on td.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Provide specialized administrative support to Investment Advisors, including documentation preparation and client account reporting. 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 be bilingual in English and French. Applicants must be eligible for or hold an Investment Representative (IR) license with the Canadian Investment Regulatory Organization (CIRO) and have 1-2 years of relevant experience.

Skills

Administrative support
Client service
Investment knowledge
Documentation preparation
Relationship building
Communication skills
Compliance
Risk management
Marketing support
Attention to detail
Bilingualism
Investment representative licensing

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
Banking
Administrative support
Client experience
Compliance
Risk management
Marketing materials
Financial services
Investment products
Referral coding
Account documentation
Bilingual
TD Wealth

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Work requirements

Jobs in Canada