{"id":1149572,"url":"https://alion.io/job/td-bank-group-pia-client-service-associate-23","title":"PIA Client Service Associate","company":{"id":3167,"name":"TD Bank Group","domain":"td.com","url":"https://alion.io/company/td-bank","size_band":"1001-5000","is_staffing_agency":false,"is_intermediary":false,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":279,"ghost_share":0,"stale_share":0.179,"repost_share":0.007,"time_to_fill_p50_days":13,"computed_at":"2026-09-23T05:45:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"hiring_geo_confidence":"structured","locations":["Montreal, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":43300,"max":56700,"currency":"USD","period":"year","gross":null,"usd_annual":56700},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-23T17:05:30Z","employer_posted_date":"2026-09-23","last_verified_at":"2026-09-23T21:54:10Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Work Location:\nMontréal, Quebec, CanadaHours:\n37.5Line of Business:\nTD WealthPay Details:\n43 300 $/$43,300 - 56 700 $/$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 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.\nAs 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.\nJob Description:\nTD 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.\nTD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin - and grow - a lasting, progressive, and rewarding career in wealth.\nAre you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.\nIn addition, you will:\nPrepare documentation and provide updates to IAs in preparation for client meetings\n\nCreate reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities\n\nAccept/create leads and ensure correct referral coding administration\n\nSubmit marketing pieces for approval, compile client information packages, maintain marketing materials\n\nBecome familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials\n\nProvide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage\n\nDeliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion\n\nAdhere to all policies and procedures and maintain a culture and operation of risk management\n\nUse insights to continually improve individual and team performance for clients\n\nParticipate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities\n\nJob Requirements\nUndergraduate degree or community college diploma preferred\n\nSuccessful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)\n\n1-2 years of relevant experience, ideally in banking, administrative roles, or related fields\n\nStrong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently\n\nKnowledge of wealth management and/or operations is an asset\n\nKnowledge of investment products is an asset\n\nWho We Are:\nTD 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.\nOur Total Rewards Package\nOur 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. Learn more\nAdditional Information:\nWe’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.\nPlease 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.\nColleague Development\nIf you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. 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.\nIf 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.\nWe'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.\nTraining & Onboarding\nWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.\nInterview Process\nWe’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.\n Accommodation\nYour 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.\nWe look forward to hearing from you!\nLanguage Requirement (Quebec only):\nMaîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.","description_format":"text","description_chars":7300,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Growth opportunities","Mentoring programs"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Banking","Wealth Management"],"lifecycle":[{"event":"open","at":"2026-09-23T17:05:30Z"}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":13,"reasons":["conf:0","win:early","comp:junior,brand"],"computed_at":"2026-09-23T22:32:15Z"},"pay":{"stated_usd_annual":56700,"is_top_pay":false},"html_url":"https://alion.io/job/td-bank-group-pia-client-service-associate-23","json_url":"https://alion.io/job/td-bank-group-pia-client-service-associate-23.json","meta":{"generated_at":"2026-09-23T22:32:15Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}