Location
oakville, on, Canada
Posted
June 17, 2026
Job Description
PIA Client Service Associate
Work Location: Oakville, Ontario, Canada
Hours: 37.5 hours per week
Line Of Business: TD Wealth
Pay Details: $43,300 – $56,700 CAD per annum. Eligible for commission based earnings.
Key Responsibilities
- 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 include...