Kingston, Ontario, Canada · On-site
$43k–$57k/yr
Work Location: Kingston, 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 com…
Skills: Administrative Support, Client Relationship Management, Wealth Management, Investment Products, Compliance
Mineola, New York, United States · On-site
$67k–$99k/yr
Work Location: Mineola, New York, United States of America Hours: 40 Pay Details: $66,560 - $99,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities a…
Skills: Financial Analysis, Wealth Management, Investment Strategies, Insurance Products, Relationship Management
Bethpage, New York, United States · On-site
$72k–$108k/yr
Work Location: Bethpage, New York, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities…
Skills: Financial Planning, Investment Management, Client Relationship Management, Consultative Sales, Asset Accumulation
Hauppauge, New York, United States · On-site
$67k–$99k/yr
Work Location: Hauppauge, New York, United States of America Hours: 40 Pay Details: $66,560 - $99,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities…
Skills: Financial Analysis, Wealth Management, Investment Strategies, Insurance Strategies, Relationship Management
Mineola, New York, United States · On-site
$72k–$108k/yr
Work Location: Mineola, New York, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities …
Skills: Financial Planning, Investment Management, Client Relationship Management, Consultative Sales, Wealth Management
Hicksville, New York, United States · On-site
$67k–$99k/yr
Work Location: Hicksville, New York, United States of America Hours: 40 Pay Details: $66,560 - $99,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunitie…
Skills: Financial Analysis, Wealth Management, Investment Strategies, Insurance Products, Relationship Management
Medford, New York, United States · On-site
$67k–$99k/yr
Work Location: Medford, New York, United States of America Hours: 40 Pay Details: $66,560 - $99,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities a…
Skills: Financial Analysis, Wealth Management, Investment Strategies, Insurance Products, Relationship Management
New York, New York, United States · On-site
$67k–$99k/yr
Work Location: Brooklyn, New York, United States of America Hours: 40 Pay Details: $66,560 - $99,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities …
Skills: Financial Analysis, Wealth Management, Investment Strategies, Insurance Products, Relationship Management
Hicksville, New York, United States · On-site
$58k–$86k/yr
Work Location: Hicksville, New York, United States of America Hours: 40 Pay Details: $57,720 - $86,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunitie…
Skills: Financial Analysis, Wealth Management, Relationship Building, Investment Strategies, Insurance Planning
Hicksville, New York, United States · On-site
$72k–$108k/yr
Work Location: Hicksville, New York, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportuniti…
Skills: Financial Planning, Investment Management, Client Relationship Management, Consultative Sales, Asset Accumulation
East Meadow, New York, United States · On-site
$79k–$118k/yr
Work Location: East Meadow, New York, United States of America Hours: 40 Pay Details: $78,520 - $117,520 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunit…
Skills: Financial Planning, Investment Management, Client Relationship Management, Consultative Sales, Asset Accumulation
Markham, Ontario, Canada · Hybrid
$70k–$98k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Financial Crime Risk Management Pay Details: $69,700.00 - $98,400.00 CAD TD is committed to providing fair and equitable compensation opportunities to…
Skills: Investigative Analysis, AML, Sanctions, ABAC, Financial Crime Investigation
Boston, Massachusetts, United States · On-site
$124k–$186k/yr
Work Location: Boston, Massachusetts, United States of America Hours: 40 Pay Details: $124,280 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportuni…
Skills: Trust Administration, Estate Planning, Financial Strategy, Relationship Management, Tax Planning
Brossard, Quebec, Canada · On-site
$82k–$115k/yr
Work Location: Brossard, Quebec, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 81 600 $/$81,600 - 115 200 $/$115,200 CAD TD is committed to providing fair and equitable compensation oppo…
Skills: Credit Structuring, Relationship Management, Business Development, Financial Analysis, Risk Rating
Toronto, Ontario, Canada · Hybrid
$155k–$215k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Audit Pay Details: $155,000 - $215,000 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opport…
Skills: Audit Leadership, Financial Crimes Expertise, Risk-Based Audit Planning, Stakeholder Management, People Management
Toronto, Ontario, Canada · On-site
$165k–$210k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Legal Pay Details: $165,000 - $210,000 CAD The pay details posted reflect a temporary market premium specific to this role that is reassessed annually…
Skills: Corporate Governance, Corporate Secretarial Duties, Legal Advice, Risk Management, Regulatory Compliance
Fanwood, New Jersey, United States · On-site
$97k–$146k/yr
Work Location: Fanwood, New Jersey, United States of America Hours: 40 Pay Details: $97,240 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunitie…
Skills: People Management, Business Development, Financial Analysis, Consumer Lending, Risk Management
Bridgewater, Nova Scotia, Canada · On-site
Work Location: Bridgewater, Nova Scotia, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $0,00 - $0,00 CAD This role is eligible for commission based earnings plus base pay earnings based on local minimum wag…
Skills: Wealth Planning, Client Management, Business Development, Investment Advice, Financial Planning
New York, New York, United States · On-site
$225k–$250k/yr
Work Location: New York, New York, United States of America Hours: 40 Line of Business: TD Securities Pay Detail: $225,000 - $250,000 USD TD is committed to providing fair and equitable compensation opportunities to all …
Skills: Relationship Management, Treasury Solutions, Capital Markets, Strategic Planning, Risk Management
Toronto, Ontario, Canada · On-site
$125k–$156k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Technology Solutions Pay Details: $125,000 - $156,000 CAD This role is eligible for a discretionary variable compensation award that considers busines…
Skills: Java, Spring Boot, Kafka, E2E System Design, RESTful API
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Provide specialized administrative support to Investment Advisors, including preparing client meeting documentation and account analysis reports. Deliver a high-standard client experience by managing inquiries and identifying referral opportunities.
Requires 1-2 years of relevant experience and a preference for an undergraduate degree or community college diploma. Candidates must be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).
Pay 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 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.
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 (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.
Are 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.
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
Become familiar with 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 improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities
Undergraduate degree or community college diploma preferred
Successful candidates will be required to be licensed as an Investment Representative (IR) 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
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. Learn more
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
If 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.
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
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.
We look forward to hearing from you!
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
Offices: Toronto-Dominion Centre, P.O. Box 1, Toronto, Ontario M5K 1A2, CA · 525 Avenue Viger O, Montreal, QC H2Z 0B2, CA · 31 W 52nd St, New York, NY 10019, US · 4140 Church Rd, Mt. Laurel, New Jersey 08054, US
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
Offices: Toronto-Dominion Centre, P.O. Box 1, Toronto, Ontario M5K 1A2, CA · 525 Avenue Viger O, Montreal, QC H2Z 0B2, CA · 31 W 52nd St, New York, NY 10019, US · 4140 Church Rd, Mt. Laurel, New Jersey 08054, US
