PIA Client Relationship Associate

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

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

PIA Client Relationship Associate – an experienced, detail-oriented associate who provides business and relationship management to Investment Advisors (IAs) to help them deliver exceptional service to high-value clients.

• Provide functional specialized business services, advisory and process/program support to IAs.
• Assist IAs in building integrated and customized solutions based on clients’ unusual needs.
• Build relationships with existing clients.
• Deliver consistent and accurate administrative support; prepare all documentation for client meetings.
• Execute client service operations using full-service brokerage knowledge.
• Support sales by identifying opportunities/referrals and assisting in client meetings.
• Provide market quotes and track Dividends, RSPs, RIFs.
• Create reports for client account analysis.
• Understand TDW PIA Product offerings and unique investment instructions.
• Direct support staff in delivering client service effectively.
• Solve moderate complexity problems, exercise judgment and act as escalation point as required.
• Monitor service quality and productivity; implement continuous improvement.
• Keep current on emerging trends and share status updates with team.
• Participate fully as a team member, support a positive professional environment.

• Undergraduate degree or community college diploma preferred.
• 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 and 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.

TD 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 reward and recognition programs.