Wealth Client Service Associate | Support Investment Advisors

7 days ago


Whitby, Canada TD Full time

A leading global financial institution is seeking a PIA Client Service Associate to provide specialized administrative support to investment advisors in Whitby, Ontario. In this role, you will prepare documentation, respond to customer inquiries, and create reports for client meetings. The ideal candidate should have strong communication skills, attention to detail, and be licensed as an Investment Representative. This position offers growth opportunities within a supportive environment.#J-18808-Ljbffr



  • Whitby, Canada TD Full time

    PIA Client Service Associate Join to apply for the PIA Client Service Associate role at TD. Work Location: Whitby, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $43,300 - $56,700 CAD (eligible for commission based earnings). TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth...


  • Whitby, Canada TD Securities Full time

    Work Location Whitby, Ontario, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $43,300 - $56,700 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....


  • Whitby, Canada TD Full time

    A leading financial institution is looking for a PIA Client Service Associate in Whitby, Ontario. This role focuses on providing client service and administrative support to a team of Advisors, preparing documentation for client meetings, and enhancing client experiences. Ideal candidates should possess strong communication skills and be licensed as an...


  • Whitby, Canada The Toronto-Dominion Bank (Canada) Full time

    Description :Department OverviewTD 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...


  • Whitby, Canada TD Securities Full time

    A leading financial institution in Whitby seeks a Client Service Associate to provide specialized support to Investment Advisors. The successful candidate will enhance client experience through skilled communication and mentorship on products. Ideal for those with an undergraduate degree and prior administrative experience. Competitive compensation with a...


  • Whitby, Canada TD Full time $43,300 - $56,700

    Work Location:Whitby, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$43,300 - $56,700 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...


  • Whitby, Canada TD Full time $43,300 - $56,700

    Work Location:Whitby, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$43,300 - $56,700 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...


  • Whitby, Ontario, Canada TD Securities Full time

    Work Location:Whitby, Ontario, CanadaHours37.5Line Of BusinessTD WealthPay Details$43,300 - $56,700 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...


  • Whitby, Canada Scotiabank Full time

    Requisition ID: 188115 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...


  • Whitby, Canada Royal Bank of Canada> Full time

    A leading financial institution in Canada is seeking a Life & Wealth Advisor to provide integrated life insurance planning and advice. You will connect with clients to offer tailored financial solutions, supported by a network of internal partners. The ideal candidate will have strong business development skills and a proven track record in sales, along with...