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Client Reporting Associate Jobs in Ontario (NOW HIRING)

Td

PIA Client Service Associate

Kitchener, ON · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Create reports for analysis of client accounts; communicate with customers to provide mentorship on ...

Td

PIA Client Service Associate

Toronto, ON · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Create reports for analysis of client accounts; communicate with customers to provide mentorship on ...

Td

PIA Client Service Associate

Vaughan, ON · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Create reports for analysis of client accounts; communicate with customers to provide mentorship on ...

Td

PIA Client Service Associate

Ottawa, ON · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Create reports for analysis of client accounts; communicate with customers to provide mentorship on ...

Royal Bank of Canada

Associate

Whitby, ON

CA$37K - CA$50K/yr

... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Respond to client inquiries (account transactions, requests for tax receipts, account reporting ...

Td

PIA Client Service Associate

Toronto, ON · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Create reports for analysis of client accounts; communicate with customers to provide mentorship on ...

MBNA

Client Relationship Support: * Carry out daily procedural tasks such as managing deposits to ... Maintain compliance by working within current processes, systems, and procedures, and report simple ...

Lloyds Banking Group

Client Relationship Support: * Carry out daily procedural tasks such as managing deposits to ... Maintain compliance by working within current processes, systems, and procedures, and report simple ...

Bank of Scotland

Client Relationship Support: * Carry out daily procedural tasks such as managing deposits to ... Maintain compliance by working within current processes, systems, and procedures, and report simple ...

Lbg

Client Relationship Support: * Carry out daily procedural tasks such as managing deposits to ... Maintain compliance by working within current processes, systems, and procedures, and report simple ...

Worksite Safety

Client Services Team Lead

Burlington, ON · On-site

The Client Services Team Lead will oversee a team of 10 - 15 Client Services Associates and provide ... Experience having direct reports and playing an active role in bringing about individual, team and ...

Royal Bank of Canada

Associate

Toronto, ON · On-site

CA$37K - CA$50K/yr

... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... reporting, etc.). * Tap into your superior problem resolution skills to provide proactive client ...

Ci

Private Client Administration Associate

Toronto, ON · On-site

We are currently seeking a Private Client Administration Associate to join our Private Client ... Recognize potential issues and report to management immediately for further escalation * Assist in ...

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Showing results 41-60

All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Ontario

Client Reporting Associate information

See Ontario salary details

$11

$30

$56

How much do client reporting associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for client reporting associate in Ontario is $30.27, according to ZipRecruiter salary data. Most workers in this role earn between $23.80 and $35.10 per hour, depending on experience, location, and employer.

What does a client reporting associate do?

A Client Reporting Associate is responsible for preparing, analyzing, and delivering regular reports to clients, typically in financial or investment firms. They ensure that clients receive accurate and timely information about their accounts, investments, or services. Their duties often include data collection, report generation, troubleshooting discrepancies, and responding to client inquiries. Strong attention to detail, analytical skills, and proficiency with reporting tools are crucial for this role.

What are some common challenges faced by client reporting associates, and how are they typically addressed in the workplace?

Client Reporting Associates often encounter challenges such as managing tight deadlines for delivering accurate reports, adapting to evolving client requirements, and ensuring data integrity across multiple systems. To address these, teams typically implement robust quality control processes, use advanced reporting tools, and maintain clear communication channels with both internal teams and clients. Regular training and collaboration with portfolio managers, compliance, and IT teams also help associates stay updated on best practices and handle complex reporting needs efficiently.

What are the key skills and qualifications needed to thrive as a client reporting associate, and why are they important?

To thrive as a Client Reporting Associate, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with reporting tools such as Microsoft Excel, data visualization platforms, and client relationship management (CRM) systems is typically required. Exceptional communication, problem-solving abilities, and time management help you deliver accurate reports and respond effectively to client inquiries. These skills are crucial for ensuring data integrity, meeting client expectations, and supporting informed decision-making.

What is the difference between Client Reporting Associate vs Client Service Associate?

AspectClient Reporting AssociateClient Service Associate
Required CredentialsBachelor's degree, familiarity with reporting toolsBachelor's degree, strong communication skills
Work EnvironmentData analysis, report preparation, client reportingClient communication, account management
Employer & Industry UsageFinancial services, asset managementBanking, financial institutions
Common Search & ComparisonFocus on reporting and data analysisFocus on client interaction and support

The main difference is that a Client Reporting Associate primarily handles preparing and analyzing client reports, while a Client Service Associate focuses on direct client communication and support. Both roles require strong communication skills and familiarity with financial data, but their daily tasks and focus areas differ.

What are popular job titles related to Client Reporting Associate jobs in Ontario? For Client Reporting Associate jobs in Ontario, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Ontario look for? The top searched job categories for Client Reporting Associate jobs in Ontario are:
What cities in Ontario are hiring for Client Reporting Associate jobs? Cities in Ontario with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Infographic showing various Client Reporting Associate job openings in Ontario as of August 2026, with employment types broken down into 93% Full Time, and 7% Contract. Highlights an 100% In-person job distribution, with an average salary of $62,958 per year, or $30.3 per hour.

PIA Client Service Associate

Td

Kitchener, ON • On-site

CA$43K - CA$56K/yr

Full-time

Posted 25 days ago

Job description

Work Location:

Kitchener, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

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.

Job Description:

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 Adviceoffers 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 ofPIA 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.

In addition, you will:

  • 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 withand 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 electronicenquiries based on knowledge offull-servicebrokerage

  • 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, continuallyimprovingknowledge andkeepingothers informed and up to date about status and progress, issues or other related activities

Job Requirements

  • 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

Who We Are:

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!

Language Requirement (Quebec only):

Sans Objet

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