Peterborough, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $43,300 - $56,700 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. 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.

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. 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 ofPIA 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. 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 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 Undergraduate degree or community college diploma preferred ~ 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 ~ Knowledge of wealth management and/or operations is an asset ~ Knowledge of investment products is an asset TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being perks, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. 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.

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.

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. We do our best to communicate outcomes to all applicants by email or phone call.

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.

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Requirement (Quebec only) At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Helping to Make an Impact in Communities – TD Ready Commitment TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.

Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

📌 Licensed Associate / Client Service Associate (Peterborough)
🏢 The Toronto-Dominion Bank (Canada)
📍 Peterborough