Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line Of Business: TD Wealth

Pay Details: $45,000 - $59,000 CAD

This 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 relationships with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It is 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 an outstanding customer experience to our high‑value clients? If so, then apply for the position of PIA Client Relationship Associate today. In this role, you will provide business and relationship management to Investment Advisors (IAs) to enable them to deliver exceptional customer service to our clients.

In Addition, You Will





Provide functional specialized business services, advisory, and process/program support

Assist IA in building integrated and customized solutions based on clients' unusual needs

Build relationships with existing clients

Provide consistent and accurate administrative support to IA(s)

Prepare all documentation and provide updates to IA(s) in preparation for client meetings

Client service which includes sound operational execution based on knowledge of full‑service brokerage

Sales support by identifying sales opportunities/reciprocal referrals and assist IA(s) in preparation for client meetings

Provide market quotes and track dividends, RSPs, RIFs

Create reports for analysis of client accounts

Understand TDW PIA Product offerings and unique investment instructions

Direct support staff in the qualified and personable delivery of client service

Solve moderately complex problems, exercise judgment and work within broad guidelines to independently perform tasks from end to end, acting as a point of escalation as required

Monitor service quality and productivity; implement continuous improvement

Keep current on emerging trends and keep others informed and up to date on work status, progress

Participate fully as a team member, support a positive professional team environment

Job Requirements

Undergraduate degree or community college diploma preferred

Successful candidates will be required to be licensed as a Registered Representative (RR) 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

Language Requirement (Quebec Only)
Sans Objet

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📌 PIA Client Relationship Associate (Ontario)
🏢 TD
📍 Ontario