Jobs in Canada

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Added 35 mins ago
MI
Senior Associate Director, Financial Reporting
MUFG Investor Services
Halifax, NS
- Full-time
Added 1 hour ago
TT
AVP Finance, Store Operations & Loss Prevention
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $139,216 to $210,812.8 CAD / year
- Full-time
Immediate access to our Group Benefits package, including a Health Care Spending Account, Associate & Family Assistance Program, and various well-being resources
Added 1 hour ago
T
Personal Banking Associate
TD
Toronto, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 2 hours ago
PQ
Senior Private Client Associate
Prime Quadrant
Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
The Senior Private Client Associate (Sr. PCA) plays a critical role in supporting client relationships, portfolio management, investment administration, and cash management activities for…
Added 3 hours ago
UO
Senior Project Officer
University of Victoria
Victoria, BC
- Full-time
Reporting to the Associate Director, Institutional Programs, the Senior Project Officer provides strategic project management, financial planning, and advisory services in support of major…
Added 4 hours ago
CI
Senior Associate, Listed Real Estate - Equities Analyst (London or Toronto)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
Joining CPP Investments means joining one of the world’s most admired and respected institutional investors to drive a single mandate: to deliver strong, sustainable returns for generations…
Added 5 hours ago
CI
Senior Associate, Listed Real Estate - Equities
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
…support a concentrated, long-only portfolio of high-conviction investments. Working within a small, collaborative team, you will lead coverage of selected UK and European real estate…
Added 5 hours ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
…of helping 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…
Added 5 hours ago
R
RBC Open House Financial Planning- EN
RBC
Montreal, QC
- Full-time
As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a…
Added 8 hours ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
…of helping 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…
Added 8 hours ago
RB
RBC Open House Financial Planning
Royal Bank of Canada
Montreal, QC
- Full-time
As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a…
Added 11 hours ago
RH
Senior Manager Analytics
Robert Half
Mississauga, ON
- $70 to $95 CAD / hour
- Contract
Work Arrangement: Hybrid, with 4 days per week onsite
Added 12 hours ago
T
Customer Experience Associate
TD
London, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 12 hours ago
T
Customer Experience Associate
TD
Mississauga, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 13 hours ago
T
Personal Banking Associate
TD
Richmond, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 14 hours ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 14 hours ago
T
TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
…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…
Added 15 hours ago
WC
Senior Director, Merchandising (Dairy/Frozen)
Walmart Canada
Mississauga, ON
- Full-time
…the role secures organizational resources to support capital investments and tests/pilots for future growth. The role ensures associate engagement and development, ensuring direct and…
Added 15 hours ago
CI
Senior Associate, Listed Real Estate - Equities Analyst (London or Toronto)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
Joining CPP Investments means joining one of the world’s most admired and respected institutional investors to drive a single mandate: to deliver strong, sustainable returns for generations…
Added 15 hours ago
OW
Oliver Wyman -Commercial Effectiveness and Private Capital Senior Consultant / Associate
Oliver Wyman
Toronto, ON
- Full-time
Private Capital x Commercial Effectiveness – Senior Consultant / Associate
Added 15 hours ago
T
Personal Banking Associate Trainee
TD
Winnipeg, MB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 15 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 16 hours ago
T
Personal Banking Associate - Chateauguay (Full-time, 37.5h/week)
TD
Châteauguay, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 17 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 17 hours ago
T
Customer Experience Associate- Future Opportunities
TD
Windsor, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…

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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Jobs in Canada