# PIA Client Service Associate [TD Bank](https://www.jorb.ai/firms/td-bank.md) · London · United Kingdom · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md) TD Bank is hiring a PIA Client Service Associate in London. Posted 2026-07-24; applications close 2026-09-22. **Apply**: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/London-Ontario/PIA-Client-Service-Associate_R_1501727 Posted 1d ago. ## Role details ## PIA Client Service Associate **Work Location:** London, 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. ## Department Overview 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 opportunity to maintain an active role in their investment decisions while working with a dedicated Investment Advisor (IA). ## Responsibilities In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors. You may also correspond with clients and other branch staff, delivering a high-quality client experience in a frontline capacity. - 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, and maintain marketing materials - Become familiar with and adhere to compliance requirements, including new and existing account documentation and marketing materials - Provide high-level client service by responding to phone, mail, and electronic enquiries based on knowledge of full-service brokerage - Deliver the “gold standard” client experience at every interaction; prioritize and handle your own work and consistently exercise discretion - Adhere to 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 by continually improving knowledge and keeping others informed about status, progress, issues, or other related activities ## Job Requirements - Undergraduate degree or community college diploma preferred - Successful candidates must 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 ## Applying to this role This PIA Client Service Associate role at TD Bank runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=td-bank&job=6a63fd1f34deaa5d30f4f06d) ## More open roles at TD Bank - [Retail Banker I - Middle Village (Bilingual Polish or Italian Preferred)](https://www.jorb.ai/jobs/6a63c4fb140c7899c3c1172c.md) – New York, posted 1d ago - [Personal Banking Associate](https://www.jorb.ai/jobs/6a6273a249ed057c30e4dbd0.md) – London, posted 2d ago - [Banking Associate - Clinton Hill - (30 Hours Weekly)](https://www.jorb.ai/jobs/6a615a5a135c46b274d426a2.md) – New York, posted 3d ago - [Banking Associate - (30 Hours Weekly) - Middle Village (Bilingual Polish or Italian Preferred)](https://www.jorb.ai/jobs/6a60e9f5afe8661c2cf5fc0d.md) – New York, posted 3d ago - [Teller (20 Hours Weekly) - White Plains (Bilingual Spanish Preferred)](https://www.jorb.ai/jobs/6a5ac30faa3e8077ead4972b.md) – New York, posted 8d ago ## Other open Private Wealth roles - [2027 Off-Cycle Internship - Global Wealth Management, CMO - SG](https://www.jorb.ai/jobs/6a46fd54ca5ca27ec273ddc0.md) at [UBS](https://www.jorb.ai/firms/ubs.md) – Singapore, posted 22d ago - [2027 Off-Cycle Internship - Global Wealth Management, CIO - SG](https://www.jorb.ai/jobs/6a46fd54ca5ca27ec273ddbb.md) at [UBS](https://www.jorb.ai/firms/ubs.md) – Singapore, posted 22d ago - [2027 Off-Cycle Internship - Global Wealth Management, Solutions - HK](https://www.jorb.ai/jobs/6a46fd54ca5ca27ec273ddc1.md) at [UBS](https://www.jorb.ai/firms/ubs.md) – Hong Kong, posted 22d ago - [AWM Program Analyst - London](https://www.jorb.ai/jobs/6a634f5f652df0cdd2c63a2b.md) at [J.P. Morgan](https://www.jorb.ai/firms/j-p-morgan.md) – London, posted 1d ago - [International Private Bank- Investment Professional- Analyst](https://www.jorb.ai/jobs/6a623bef0df10fe2d48d1d7d.md) at [J.P. Morgan](https://www.jorb.ai/firms/j-p-morgan.md) – New York, posted 2d ago --- Updated: 2026-07-25 Canonical: https://www.jorb.ai/jobs/6a63fd1f34deaa5d30f4f06d