PIA Client Service Associate
2 days ago
PIA Client Service Associate at TD Location: Regina, Saskatchewan, Canada Hours: 37.5 Line Of Business: TD Wealth Pay: $38,300 – $51,700 CAD (commission-based earnings) Job Description 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 relationships with a dedicated and professional Investment Advisor while maintaining active participation in decisions regarding their investment portfolio. This role is a frontline position giving your first impressions a lasting impact on our business and customer experience. In Addition, You Will Prepare documentation and provide updates to IAs in preparation for client meetings 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 and “Marketing Express” mail‑outs Familiarize 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 Deliver the “gold standard” client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion 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 Participate fully as a team member, continually improve knowledge and keep others informed and updated about status, progress, issues or other related activities Job Requirements Undergraduate degree or community college diploma preferred Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently #J-18808-Ljbffr
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Private Wealth Client Experience Associate
2 days ago
Regina, Canada TD Full timeA leading financial institution seeks a PIA Client Service Associate in Regina, Saskatchewan. The successful candidate will provide high-level client service, prepare documentation for client meetings, and assist with account management while maintaining compliance. An undergraduate degree is preferred, and the role requires strong communication skills....
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Regina, Canada TD Full timeUne institution financière de premier plan cherche à recruter un PIA Client Service Associate à Regina, Saskatchewan. Cette personne fournira un soutien administratif spécialisé et assurera un service client exceptionnel, en répondant aux demandes des clients et en respectant toutes les normes de conformité. Les candidats doivent posséder un diplôme...
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Associé, Service à la clientèle, CPP
3 weeks ago
Regina, Canada TD Full timePIA Client Service Associate Lieu De Travail: Regina, Saskatchewan, Canada Horaire: 37.5 heures par semaine Rémunération: 38 300 – 51 700 CAD (salaire de base, avec commissions possibles) Description du poste: TD Private Wealth Management adopte une approche sophistiquée et holistique de découverte des objectifs pour la planification et la...
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Client Service Associate
2 days ago
Regina, Canada Saskatchewan Liquor & Gaming Authority (SLGA) Full timePermanent Full-Time Client Service Associate In‑Scope Level 05 Client Services Branch, Regina Vacancy #41/F26 The Saskatchewan Liquor and Gaming Authority (SLGA) is seeking a self‑motivated and detail‑oriented individual to provide support as a Client Service Associate within the Client Services Branch. This position is required to work on‑site,...
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Client Service Associate
2 days ago
Regina, Canada Saskatchewan Liquor and Gaming Authority Full timePermanent Full-Time Client Service Associate In-Scope Level 05 Client Services Branch, Regina Vacancy #41/F26 The Saskatchewan Liquor and Gaming Authority (SLGA) is seeking a self-motivated and detail-oriented individual to provide support as a Client Service Associate within the Client Services Branch. This position is required to work on-site, reporting to...
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Client Service Associate
1 week ago
Regina, Canada Saskatchewan Liquor & Gaming Authority (SLGA) Full timePermanent Full-Time Client Service Associate In-Scope Level 05 Client Services Branch, Regina Vacancy #41/F26 The Saskatchewan Liquor and Gaming Authority (SLGA) is seeking a self-motivated and detail-oriented individual to provide support as a Client Service Associate within the Client Services Branch . This position is required to work on-site, reporting...
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Client Service Associate
1 week ago
Regina, Saskatchewan, Canada Saskatchewan Liquor and Gaming Authority Full timePermanent Full-Time Client Service AssociateIn-Scope Level 05Client Services Branch, ReginaVacancy #41/F26The Saskatchewan Liquor and Gaming Authority (SLGA) is seeking a self-motivated and detail-oriented individual to provide support as a Client Service Associate within the Client Services Branch.This position is required to work on-site, reporting to the...
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Client Service Associate
2 days ago
Regina, Canada Autismservices Full timeSaskatchewan Liquor and Gaming Authority Posted Date: 15-Jan-2026 Location: REGINA # of Positions: 1 Employment Terms: Full-Time Apply By: 28-Jan-2026 How to Apply?: Please submit your cover letter and resume online quoting vacancy 41F26. Application Information Employer Name: Saskatchewan Liquor and Gaming Authority Contact Name: Saskatchewan Liquor and...
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Client Service Associate
1 week ago
Regina, Saskatchewan, Canada Saskatchewan Liquor & Gaming Authority (SLGA) Full timePermanent Full-Time Client Service Associate In-Scope Level 05 Client Services Branch, Regina Vacancy #41/F26 The Saskatchewan Liquor and Gaming Authority (SLGA) is seeking a self-motivated and detail-oriented individual to provide support as a Client Service Associate within the Client Services Branch. This position is required to work...
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Client Service Associate
1 week ago
Regina, Saskatchewan, Canada Saskatchewan Liquor & Gaming Authority (SLGA) Full time $27 - $34Permanent Full-Time Client Service Associate In-Scope Level 05Client Services Branch, Regina Vacancy #41/F26The Saskatchewan Liquor and Gaming Authority (SLGA) is seeking a self-motivated and detail-oriented individual to provide support as a Client Service Associate within the Client Services Branch. This position is required to work on-site, reporting to...
