Work LocationMarkham, Ontario, CanadaHours37.5 hours per weekLine Of BusinessTD WealthPay Details$43,300 - $56,700 CAD per year; eligible for commission‑based earnings.Job DescriptionThe Private Investment Advisory (PIA) Client Service Associate supports an Investment Advisor or team of Advisors through specialized administrative tasks, client correspondence, and frontline service. You will maintain a high level of client service, manage documentation, update client files, and support marketing and compliance requirements.ResponsibilitiesPrepare documentation and provide updates to IAs in preparation for client meetingsCreate reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunitiesAccept/create leads and ensure correct referral coding administrationSubmit marketing pieces for approval, compile client information packages, maintain marketing materialsBecome familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materialsProvide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full‑service brokerageDeliver the "gold standard" client experience at every interaction with team members,



colleagues and clients; prioritize and handle own work and consistently exercise discretionAdhere to all policies and procedures and maintain a culture and operation of risk managementUse insights to continually improve individual and team performance for clientsParticipate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activitiesJob RequirementsUndergraduate degree or community college diploma preferredMust 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 fieldsStrong communication skills with the ability to build relationships and work collaboratively, confidentially, and independentlyKnowledge of wealth management and/or operations is an assetKnowledge of investment products is an assetBenefitsOur Total Rewards package includes a base salary, variable compensation, and key plans such as health and well‑being advantages, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.Language Requirement (Quebec Only)Sans Objet#J-18808-Ljbffr

📌 Pia Client Service Associate - C$43,300 - C$56,700 A Year (Winnipeg)
🏢 TD Wealth
📍 Winnipeg