PIA Client Relationship Associate

Work Location

Toronto, Ontario, Canada

37.5

TD Wealth

$45,000 - $59,000 CAD (eligible for commission based earnings)

TD Private Wealth Management applies a sophisticated and holistic goals discovery approach to wealth planning and protection, providing highly personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients a dedicated, one‑on‑one relationship with a professional Investment Advisor, while allowing active participation in portfolio decisions. This position supports the Investment Advisors (IAs) in delivering exceptional client service and business relationships.

• Provide functional specialised business services, advisory and process/program support
• Assist IA in building integrated and customised solutions based on clientsʼ unusual needs
• Build relationships with existing clients
• Provide consistent and accurate administrative support to IA(s)
• Prepare all documentation and update IA(s) for client meetings
• Deliver client service including operational execution based on full service brokerage knowledge
• Sell 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 professional 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 escalation point 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

• Undergraduate degree or community college diploma preferred
• Registered Representative (RR) licensed 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

Our Total Rewards package includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and rewards and recognition programs.

Sans Objet

We provide accommodations to support accessibility throughout the interview process upon request.