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Added 3 hours ago
RB
Private Banking Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
As a key member of the client relationship team, the Private Banking Associate in the International Private Banking team is responsible for developing sales and service solutions through…
Added 4 hours ago
S
Patient Administrative Associate - Hemodialysis - Casual 2026-19115 (2026-19115)
Sunnybrook
Toronto, ON
- Other
The Hemodialysis Program PAA is responsible for co-ordination of patient flow activities; administrative duties; maintenance of patient records, staffing, scheduling, payroll and…
Added 4 hours ago
MD
Appeals Officer - Revenue Tax Specialist Senior/Principal
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
This position is responsible for resolving complex and specialized corporate franchise tax administrative appeals. These appeals arise from the assessment and refund processes as…
Added 4 hours ago
IG
Operations Associate
Insight Global
Toronto, ON
- $25 to $26 CAD / hour
- Contract
Added 4 hours ago
Education Coordinator
Stratford Festival
Stratford, ON
…and All-In!, in collaboration with the Director of Education, Associate Director of Education, and Education…
Added 5 hours ago
R|
Fellowship and Bursary Administrative Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Reporting to the Chair of the Department of Pediatric Surgery, the Fellowship and Bursary Administrative Assistant provides administrative support to the department’s fellowship and…
Added 5 hours ago
TU
Counsellor
The University of British Columbia
Vancouver, BC
- $8,087.08 to $12,117.08 CAD / month
- Full-time
…and Wellbeing, for oversight of clinical work. Reports to the Associate Dean, Teacher Education Office, Faculty of Education for operational matters, and for direction of non-clinical work…
Added 6 hours ago
EI
IT Operations & Procurement Coordinator - 6 Months Fixed Term
Ecolab Inc.
Calgary, AB
- Full-time
Added 6 hours ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 6 hours ago
LC
Merchandising Crew Associate (Western Canada)
Loblaw Companies Limited
Burnaby, BC
- Full-time
Reporting to the Store Development Specialist, the Merchandising Crew Associate is responsible for merchandising all Capital projects, and store request projects as per final merchandising…
Added 6 hours ago
TS
Logistics Lead - Chef d'équipe logistique
TD SYNNEX
Mississauga, ON
- Full-time
…a liaison between management and employees while providing administrative and technical support. Utilizes Warehouse Management Systems (WMS), TD SYNNEX programs, and equipment to resolve…
Added 7 hours ago
TL
Associate Lawyer (Entry-level) – Edwards Bell Jewitt LLP
The Law Society of Manitoba
Winnipeg, MB
- Full-time
Build a rewarding legal practice with meaningful impact. Edwards Bell Jewitt LLP is seeking an entry-level associate to join our growing team in Thunder Bay and work alongside Indigenous…
Added 8 hours ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Selkirk, MB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 8 hours ago
PC
Campus Talent Acquisition, Senior Associate (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
As a Campus Talent Acquisition, Senior Associate, you will play an important role in supporting how PwC attracts Students and Early Career Professionals. By building strong relationships…
Added 9 hours ago
PC
Campus Talent Acquisition, Senior Associate (Bilingual FR/EN) (Contract)
Pwc Canada
Montreal, QC
- Full-time
As a Campus Talent Acquisition, Senior Associate, you will play an important role in supporting how PwC attracts Students and Early Career Professionals. By building strong relationships…
Added 9 hours ago
SD
Pharmacy Assistant, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Bishop's Falls, NL
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 9 hours ago
UO
Research Team Lead
University of Victoria
Victoria, BC
- Full-time
…providing strategic coordination, expert guidance, and high quality administrative support across all stages of the research funding lifecycle. Reporting to the Associate Dean, Research &…
Added 9 hours ago
HS
Clinic Services Associate
Hearing Solutions
Markham, ON
- $40,000 to $50,000 CAD / year
- Full-time
Added 10 hours ago
EI
Paralegal
Ecolab Inc.
Calgary, AB
- Full-time
As a Paralegal, you will support the Associate General Counsel for the Global High-Tech and Data Center business, helping deliver practical and timely legal support in a fast-paced, global…
Added 10 hours ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
The Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in…
Added 10 hours ago
SD
Production Supervisor
Shoppers Drug Mart
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…service, specialized expertise, and actionable advice to support Associate-Owners and their staff in delivering the best health, beauty, and convenience services to…
Added 10 hours ago
FR
Security Floater
FirstService Residential Canada
Mississauga, ON
- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may…
Added 10 hours ago
SD
Front Store Supervisor, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 10 hours ago
UO
Counsellor
University of British Columbia
Vancouver, BC · UBCV | Brock Hall (BRCK)
- $8,087.08 to $12,117.08 CAD / month
- Full-time
…and Wellbeing, for oversight of clinical work. Reports to the Associate Dean, Teacher Education Office, Faculty of Education for operational matters, and for direction of non-clinical work…
Added 10 hours ago
FR
Security Floater
FirstService Residential Canada
Oshawa, ON
- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may…

MD Financial Management | Gestion financière MD

Advisor Associate - Hamilton

Mississauga, ON, Canada

Full-time

Apply About employer

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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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