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Added 7 mins ago
OH
Lead, Methodologist, Analytics
Ontario Health | Santé Ontario
ON · Ontario, Canada
- Full-time
…across the province. Our vision is that together, we will be a leader in health and wellness for all. Our mission is to connect the health system to drive improved and equitable health…
Added 7 mins ago
PI
Automation and Controls Specialist
Price Industries
Winnipeg, MB
- Full-time
…(www.priceindustries.com). The founding principles of Price have never changed – business integrity, first-class service, innovation and a commitment to people. Our dependable quality,…
Added 7 mins ago
Replenishment - Leader Night Shift
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Saint John, NB
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 7 mins ago
JB
Product Specialist - JAK's Kitsilano
JAK's Beer Wine & Spirits
Vancouver, BC
- Full-time
With 10 liquor store locations, JAK'S is a market leader in BC's retail beer, wine, spirits
Added 23 mins ago
N
Lead Patient Access
Novartis
Toronto, ON
- Full-time
In collaboration with the Access Strategy Head, leads the development and execution of a thorough strategic planning process in order to develop strategies that fully leverage the…
Added 23 mins ago
N
Lead Patient Access
Novartis
Toronto, ON
- Full-time
In collaboration with the Access Strategy Head, leads the development and execution of a thorough strategic planning process in order to develop strategies that fully leverage the…
Added 23 mins ago
S
Customer Sales Support Representative
Sandvik
Sudbury, ON · Saskatoon, SK · Surrey, BC
- Full-time
…relationships? This is an opportunity to join a global mining technology leader where your work will directly support our customers and sales…
Added 23 mins ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
…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…
Added 23 mins ago
T
Senior Change Management Analyst
TD
Toronto, ON
- Full-time
…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…
Added 23 mins ago
T
TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
…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…
Added 37 mins ago
CH
Manager, Health & Safety
CMH Heli-Skiing & Summer Adventures
BC · British Columbia, Canada
- Full-time
…compliant workplace across all operations. The role leads the development, implementation, and continuous improvement of Alterra Experiences Division's health and safety management systems,…
Added 37 mins ago
CA
Sales Support Specialist
Centurion Associates Inc
Toronto, ON
- Full-time
Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced…
Added 37 mins ago
PG
Forest Nursery Worker - Seasonal
PRT Growing Services Ltd.
Vernon, BC
- Contract
Career Development & Learning: Grow your skills and advance your career with personalized guidance and a learning-focused culture that prioritizes continuous development.
Added 37 mins ago
CC
Snow Plow Loader Operator - Barrie
Clintar Commercial Outdoor Services
Barrie, ON · Greater Barrie Metropolitan Area
- Part-time
…in North America providing Commercial Outdoor Services. As a leader in the landscape management industry, Clintar rewards high-performing employees with growth and development…
Added 37 mins ago
A
Enterprise Architecture Team Lead
Affinity
Vancouver, BC
- Full-time
…coaching, planning, and delivery accountability of a people leader. The Team Lead partners closely with IT and business stakeholders and third-party vendors to guide technology and design…
Added 37 mins ago
WC
Senior Director, Merchandising (Dairy/Frozen)
Walmart Canada
Mississauga, ON
- Full-time
What you'll do...The role develops the portfolio strategy to align with broader business objectives, ensuring the delivery of profit and growth targets. This involves managing the…
Added 37 mins ago
TR
Assistant Director of Human Resources
The Ritz-Carlton Hotel Company, L.L.C.
Toronto, ON
- Full-time
…recruitment, total compensation, employee relations, and training and development. Executes against objectives outlined in the Human Resources Business Plan and delivers services that meet…
Added 53 mins ago
Senior Financial Analyst
First Majestic Silver
Vancouver, BC
…and the La Encantada Silver Mine, as well as a portfolio of development and exploration assets, including the Jerritt Canyon Gold project located in northeastern Nevada, U.S.A. We are also…
Added 53 mins ago
ML
Manager, Human Resources
Maple Leaf Foods Inc.
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Full-time
We’re a global food company with approximately 10,000 team members. We operate sites in 20+ locations across Canada. We also have locations in the U.S. and Mexico, and do business in Asia.
Added 53 mins ago
TT
2027 Energy Engineering Intern
trane technologies
ON · Markham, Ontario
- Full-time
Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the…
Added 53 mins ago
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Structural Design Engineer/EIT
AECOM
Calgary, AB · Edmonton, Alberta
- $65,000 to $80,000 CAD / year
- Full-time
Self-motivated, detail-oriented, and committed to continuous professional development.
Added 53 mins ago
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Assistant Front Office Manager
AccorHotel
Calgary, AB
- Full-time
…Office Manager. The Assistant Front Office Manager is a key leader within the hotel’s front office team and an ambassador of its service culture. Working closely with the Front Office…
Added 53 mins ago
Manager, Global Benefits
Geotab
Canada
Geotab ® is a global leader in IoT and connected transportation and certified “Great Place to Work™.” We are a company of diverse and talented individuals who work together to help…
Added 1 hour ago
TP
Senior Project Manager, Level II
Toronto Pearson International Airport
Toronto, ON
- Full-time
…Toronto Pearson, Canada’s leading global hub airport, a global leader in airport performance, customer care and sustainability. Together with our partners, approximately 2,100 GTAA…
Added 1 hour ago
IT
Payroll Specialist
Ideon Technologies
Richmond, BC
- Full-time

TD Wealth- Client Service Associate- Private Investment Advice

Quebec, QC, Canada

Full-time

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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.

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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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