PIA Client Relationship Associate

The Toronto-Dominion Bank (Canada); Toronto; On-site; CAD 45,000 - 59,000; Full time

Job summary

The Toronto-Dominion Bank in Toronto, ON, is seeking an Investment Advisor Support professional to enable Advisors to deliver exceptional client service to high‑value clients. This role focuses on business services, process support, and enabling seamless client interactions.

You will build relationships, prepare documentation for client meetings, and provide accurate market information and reports to assist Investment Advisors in delivering tailored wealth solutions.

Qualifications

• Undergraduate degree or community college diploma preferred
• Licensed as a Registered Representative (CIRO) required
• 1–2 years of relevant experience in banking or administrative roles

Responsibilities

• Provide specialized business services and support to Investment Advisors
• Assist IA in building integrated solutions for 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 with sound operational execution for full-service brokerage
• Sales support by identifying opportunities and referrals
• Provide market quotes and track dividends and accounts

Skills

Communication skills

Relationship management

Team collaboration

Education

Undergraduate degree or diploma

Job description

Work Location

Work Location: Toronto, Ontario, Canada

Hours

Hours: 37.5

Line of Business

Line of Business: TD Wealth

Pay Details

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

Preferred Candidate Identified 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, 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?

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.

• 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 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 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

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information

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. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

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. We’re committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. 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.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Accommodation Your accessibility is important to us. 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.

Language Requirement (Quebec only)

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Our Values

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.

Our 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. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. 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. Learn more: Canada | US | Europe & Asia Pacific