PIA Client Service Associate
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Support high value clients at TD Wealth in Guelph as a PIA Client Service Associate, using attention to detail and communication skills. Work 17.5 hours weekly in a frontline wealth service environment.
TD Private Investment Advice seeks a Client Service Associate to provide specialized administrative support to an Investment Advisor or team. You will prepare meeting documentation, create account reports, respond to enquiries, and support client relationships. The role includes referrals, marketing materials, compliance documentation, and full-service brokerage service. This position offers a base pay range of $22.15 to $28.99 CAD plus commission-based earnings.
Key Responsibilities:
- Prepare documentation and updates for Investment Advisor client meetings
- Create client account reports and communicate about products and services
- Accept leads and maintain accurate referral coding administration
- Compile client information packages and maintain marketing materials
- Respond to phone, mail, and electronic client enquiries
Requirements:
- Undergraduate degree or community college diploma preferred
- Obtain Investment Representative licensing through CIRO
- Bring one to two years of relevant experience
- Demonstrate strong communication and relationship-building skills
- Knowledge of wealth management or investment products is an asset
Bring administrative precision, client service, and investment knowledge to TD Private Investment Advice clients in Guelph.
-
PIA Client Service Associate
2 days ago
Bowmanville, Ontario, Canada TD Full-timeWork Location:Guelph, Ontario, CanadaHours:17.5Line of Business:TD WealthPay Details:$22.15 - $28.99 CADThis 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...
-
PIA Client Service Associate
7 days ago
Bowmanville, ON, Clarington, ON; Durham Regional District, ON; Ontario, Canada TD Bank Group Full-timeLocation and Compensation Work Location: Guelph, Ontario, Canada Hours: 17.5 Line of Business: TD Wealth Pay Details: $22.15 - $28.99 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...
-
PIA Client Service Associate
7 days ago
Bowmanville, ON, Clarington, ON; Durham Regional District, ON; Ontario, Canada TD Full-timeWork Location: Guelph, Ontario, Canada Hours: 17.5 Line of Business: TD Wealth Pay Details: $22.15 - $28.99 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...
-
Part-Time Wealth Client Services Associate
2 days ago
Bowmanville, Ontario, Canada TD Full-timeTD Private Wealth Management is seeking a PIA Client Service Associate in Guelph, Ontario. This role provides administrative support to Investment Advisors, helps manage client communications, and contributes to a high‐quality client experience for high-value clients.Applicants should have an undergraduate degree or college diploma, CIRO licensing, and...
-
Licensed Associate
7 days ago
Bowmanville, ON, Clarington, ON; Durham Regional District, ON; Ontario, Canada TD Full-timeTD Wealth 22.15 - $28.99 CAD 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...
-
Part-Time Wealth Client Services Associate
7 days ago
Bowmanville, ON, Clarington, ON; Durham Regional District, ON; Ontario, Canada TD Full-timeTD Private Wealth Management is seeking a PIA Client Service Associate in Guelph, Ontario. This role provides administrative support to Investment Advisors, helps manage client communications, and contributes to a high‐quality client experience for high-value clients. Applicants should have an undergraduate degree or college diploma, CIRO licensing, and...
-
Business Services Associate
2 days ago
Bowmanville, Ontario, Canada Talent Find Recruitment Solutions Inc. Full-timeDirect message the job poster from Talent Find Recruitment Solutions Inc.Job titleWe're Hiring: Business Services AssociateCompany: Chicken Farmers of Ontario (CFO)Industry: Agriculture | Supply Management | Customer ServiceAre you ready to move your career in the right direction? Join Chicken Farmers of Ontario (CFO) — a leader in one of Canada's most...
-
Associate
1 day ago
Bowmanville, Ontario, Canada RBC Dominion Securities Full-timeJob DescriptionRBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.RBC Dominion Securities is Canada's leading full-service investment and wealth management firm....
-
Associate Claims Adjudicator
2 days ago
Bowmanville, Ontario, Canada Agricorp Full-timeAre you looking for a meaningful career? Agricorp has an opportunity for an Associate Claims Adjudicator, supporting the farmers of Ontario when they need it most. Associate Claims adjudicators help deliver financial and risk management government programs for Ontario's agriculture sector. They're a vital part of the Claims Services team, working alongside...
-
Personal Banking Associate Bowmanville
2 days ago
Bowmanville, Ontario, Canada TD Full-timeServe TD Canada Trust customers in Bowmanville as a Personal Banking Associate Trainee using banking advice and relationship-building skills.This trainee position supports Personal & Commercial Banking at a TD branch. You will address service transactions, digital education, banking questions, and customer problem resolution while guiding clients toward...