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Added 36 mins ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
We are looking for an Audit & Accounting Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 36 mins ago
Q
FY27 Intern - Deep Learning Research Internship - Canada (4 Months)
Qualcomm
Markham, ON
- Full-time
…visibility to your project and team, receive support from your manager, and have access to the entire Qualcomm employee community to ensure your success. To round out your internship, we…
Added 36 mins ago
Q
FY27 Intern - Design Verification Engineering Internship - Canada (16 months)
Qualcomm
Toronto, ON
- Full-time
…provide real-world experience, technical skills, and professional development opportunities, empowering you to make a meaningful impact and achieve your career goals. Join us for our 2027…
Added 1 hour ago
WR
General Manager
Workshop Recruiting & Consulting
North Vancouver, BC
- $120,000 to $140,000 CAD / year
- Full-time
We’re looking for a hands-on General Manager who will directly handle and oversee accounting and finance, people management, and business operations.
Added 1 hour ago
FC
Data Entry
First Canadian Financial Group
Sherwood Park, AB
- $40,000 CAD / year
- Full-time
Educational assistance and career development.
Added 1 hour ago
IS
Project Manager
Idealogical Systems Inc
Markham, ON
- Full-time
We are looking for an experienced Project Manager to lead client-facing XR development projects and strengthen our delivery practices as we grow.
Added 1 hour ago
IF
Account Manager Combo BDM / CDM
Impact Fulfillment Services
Kitchener, ON
- Full-time
Develop sales plans, analyzes the profitability of accounts fully understanding the competitive influences and risks within each account
Added 1 hour ago
IF
Rental Account Manager
Impact Fulfillment Services
Concord, ON
- Full-time
The Rental Account Manager will have responsibility for both inside and outside sales. This role will grow with a career path toward Customer Development Manager and/or Business Development…
Added 1 hour ago
IF
Rental Account Manager
Impact Fulfillment Services
Toronto, ON · Etobicoke, ON
- Full-time
The Rental Account Manager will have responsibility for both inside and outside sales. This role will grow with a career path toward Customer Development Manager and/or Business Development…
Added 2 hours ago
MI
Jr. Financial Analyst (Co-op)
Magna International
Aurora, ON
- Full-time
…exciting, varied responsibilities as well as a wide range of development prospects. Because we believe that your career path should be as unique as you…
Added 2 hours ago
Q
FY27 Intern - Qualcomm SoC Engineering Internship - Canada (16 months)
Qualcomm
Markham, ON
- Full-time
…provide real-world experience, technical skills, and professional development opportunities, empowering you to make a meaningful impact and achieve your career goals. Join us for our 2027…
Added 2 hours ago
P
National Account Manager - Digital Commerce eGrocery
PepsiCo
Mississauga, ON
- Full-time
…the online expansion of our grocery customers, leading the development of these key customer relationships and business operations across 1PEP. Success in this role will be measured by the…
Added 3 hours ago
W
(CAN) Leader de nuit
Walmart
Thetford Mines, QC
- Full-time
Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role, you lead and…
Added 3 hours ago
J
Therapeutic Specialist, Neuroscience
Jobgether
Canada
- Full-time
…Greater Toronto Area territory, you will develop strategic account plans and translate brand priorities into effective field execution. Working closely with internal colleagues and…
Added 3 hours ago
KD
Territory Sales Representative
Keurig Dr Pepper
Winnipeg, MB
- $67,800 to $77,000 CAD / year
- Full-time
…province of Manitoba. Reporting into the Western Regional Sales Manager, the TSR is accountable for driving distribution and display of KDP products, the execution of all in-store plans,…
Added 3 hours ago
KD
Territory Sales Representative
Keurig Dr Pepper
Calgary, AB
- $67,800 to $77,000 CAD / year
- Full-time
…province of Alberta. Reporting into the Western Regional Sales Manager, the TSR is accountable for driving distribution and display of KDP products, the execution of all in-store plans, and…
Added 3 hours ago
Q
Voice of the Customer Program Manager
Qlik
Canada
- $92,000 to $117,000 CAD / year
- Full-time
…customer feedback into measurable business outcomes. The Program Manager will define the framework, governance, and engagement model that ensures customer feedback meaningfully improves…
Added 3 hours ago
J
Therapeutic Specialist, Neuroscience
Jobgether
Canada
- Full-time
…Greater Toronto Area territory, you will develop strategic account plans and translate brand priorities into effective field execution. Working closely with internal colleagues and…
Added 3 hours ago
Q
FY27 Intern - Digital Design Engineering Internship - Canada (16 months)
Qualcomm
Toronto, ON
- Full-time
…provide real-world experience, technical skills, and professional development opportunities, empowering you to make a meaningful impact and achieve your career goals. Join us for our 2027…
Added 3 hours ago
F
Technical and Regulatory Specialist
FluksAqua
Ottawa, ON
- Full-time
Complex Account Support: Assist the Sales team and Technical Sales Representatives (TSRs) with the technical review of complex waste streams for new business opportunities.
Added 3 hours ago
TO
Engineering Manager
Town of Pelham
Fonthill, ON
- Full-time
…2022-2026 Strategic Plan prioritizes responsible growth and development, environmental stewardship, and building a resilient, future-ready organization. The mission is to create an active…
Added 4 hours ago
IH
Project Lead | Evaluation
Interior Health Authority
Kelowna, BC
- Part-time
Provides leadership and direction to projects, including the development of project teams, for high priority IH and provincial Health & Housing initiatives, under the direction of the…
Added 4 hours ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
Added 4 hours ago
LC
Finance Manager
LaSalle College Vancouver
Vancouver, BC
- Full-time
Reporting to the Acting President as well as Finance Manager, the incumbent is responsible for developing, negotiating and finalizing financial aid plans consistent with LaSalle College…
Added 4 hours ago
BE
Inside Sales Associate
BoldHouse Executive Search
Mississauga, ON
- $60,000 to $70,000 CAD / year
- Full-time
There is a clear path from Inside Sales Associate to senior and key account roles. K2 teaches the product, so you don't need to arrive as a fastener expert. And as K2 grows, so do the…

MD Financial Management | Gestion financière MD

Advisor Associate - Hamilton

Mississauga, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 2, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

Requisition ID: 277896

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will:

Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually, to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge
Provide service and sales support to Financial Consultants and Portfolio Managers, responding effectively to all inquiries from current and prospective clients concerning MD products and services, and facilitating contact and opportunity management
Accountable for the preparation and processing of client documentation, preparing correspondence to clients and third parties, and inputting transaction requests as directed by Advisors and Portfolio managers
Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
Establish and maintain a plan to ensure all existing clients are contacted regularly and paperwork required for meetings is prepared in advance
Book on-site and virtual client meetings, preparing files, sending meeting reminders, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services
Process documentation related to new accounts and trade requests, input transaction requests as required, confirming all regulatory requirements are adhered toUse your knowledge of MD’s products & services to identify opportunities, anticipate client needs, and partner with other lines of business to arrange mutually beneficial client contact strategies
Support and participate in the research and resolution of a variety of complex client concerns as well as contributing to special projects, as required
Responsible for adherence to professional standards, including policies, procedures and best practices and professional codes of conduct related to client engagement, taking Scotiabank’s risk appetite and culture into consideration relative to day-to-day activities and decisions
Ensure monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently
Liaise with Accountants and third parties to provide tax documents or statements as requested.
General office duties, including reception coverage as required
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

A commitment to an exceptional client experience – using your ability to quickly and clearly understand the client’s perspective, you will provide timely and accurate responses to a myriad of queries.
A sense of urgency – what’s important to the client is equally important to you.  You thrive on getting things done and done well
The flexibility to work independently and as part of a broader team
You embrace change – thriving in a diverse environment of ever-changing and competing priorities
A dedication to organizational efficiency – maintaining a strong attention to detail coupled with the ability to follow up and follow through in a results-oriented fashion
College diploma or university degree in business, commerce or equivalent
Demonstrated knowledge of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs, Mutual Funds and other investment products
Approval as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO)
Proficiency with Microsoft Office Suite
Working knowledge of CRM2

What's in it for you?

The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.

Location(s): Canada : Ontario : Hamilton

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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More about this job

Responsibilities

Provide administrative, operational, and client service support to Financial Consultants and Portfolio Managers, including managing inquiries, meetings, documentation, account openings, and transaction requests. Maintain service and compliance standards, resolve client concerns, support regulatory reporting, and coordinate with clients, accountants, and third parties.

Requirements

A college diploma or university degree in business, commerce, or an equivalent field is required, along with financial services knowledge covering investment products and related rules. Candidates must be approved as an Investment Representative with CIRO and have Microsoft Office proficiency and working knowledge of CRM2.

Skills

Client Service
Administrative Support
Financial Services Knowledge
Communication
Attention To Detail
Organization
Follow-Up
Problem Resolution
Transaction Processing
Regulatory Compliance
Microsoft Office
CRM2
Time Management
Teamwork
Adaptability

Benefits

Performance Bonus
Employee Share Ownership Program
Pension Plan Matching
Banking Benefits
Health Benefits
Career Development Opportunities
Work-Life Balance

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Client Service
Financial Consultants
Portfolio Managers
Investment Representative
Canadian Investment Regulatory Organization
CIRO
Microsoft Office Suite
CRM2
Estates
Trusts
RESPs
RRSPs
RRIFs
TFSAs
Mutual Funds
Investment Products
Client Documentation
Transaction Processing
Account Opening
Regulatory Compliance
Compliance Reporting
Operational Risk
AML/ATF
Sanctions
Meeting Coordination
Problem Resolution
Tax Documents

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