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Added 1 hour ago
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SENIOR COMMERCIAL ACCOUNT MANAGER - Kelowna
BDC
Kelowna, BC
- Full-time
We are looking for an experienced Senior Commercial Account Manager, Mid‑Market to support entrepreneurs in the Kelowna market. In this role, you will leverage your financial expertise,…
Added 2 hours ago
CC
Operations Manager (Flooring, Construction)
CentiMark Corporation
ON · Ontario, Canada
- Full-time
Come join the largest Commercial flooring family with over 40% growth since 2020! QuestMark is hiring an industry-experienced Operations Manager to supervise, coordinate and ensure the…
Added 2 hours ago
IM
Production Manager – Modular Manufacturing
Ironwood Manufactured Homes
Woodstock, NB
- Full-time
…construction by offering modular structures for residential, commercial, and industrial projects. We are looking for a motivated and experienced Production Manager to oversee and optimize…
Added 2 hours ago
CS
Estimator/Project Manager
Cunningham Sheet Metal (Windsor) Ltd.
Windsor, ON
- Full-time
At Cunningham Sheet Metal (Windsor) Ltd., we don't just build metal projects, we build long-term careers. Since 1908, we've been known throughout the specialty metal and…
Added 3 hours ago
WM
Comptable immobilier - Property accountant
Westcliff Management Ltd
Montreal, QC
- Full-time
…developers, we also handle the construction and management of commercial, industrial, and residential real estate…
Added 3 hours ago
PC
Manager, Integrated Supply Chain - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
We are looking for our next Integrated Supply Chain Manager. Could it be you?
Added 4 hours ago
BT
Application Support Manager
BULL TECHNICAL SERVICES LIMITED
Toronto, ON
- Full-time
Experience in Commercial Banking areas such as Payments and Capital Markets.
Added 4 hours ago
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Service Project Manager
Triad Electric Ltd.
AB · Greater Edmonton Metropolitan Area
- Full-time
Role Description The Service Project Manager is a full-time, on-site role based in the Greater Edmonton Metropolitan Area. This role oversees day-to-day service project activities,…
Added 4 hours ago
TH
Associé(e) au Comptoir entrepreneur (Temps plein)
The Home Depot Canada
Victoriaville, QC
- Full-time
…pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your career with us at The…
Added 5 hours ago
DL
Project Manager
DiBRACON Ltd.
Toronto, ON
- Full-time
Founded in 2006, DiBRACON Ltd. specializes in industrial, commercial, retail, and institutional construction throughout Ontario. We are committed to delivering high-quality projects through…
Added 7 hours ago
U
Industrial Project Manager, Mechanical
UPTIME
Surrey, BC
- Full-time
Reporting to the Senior Project Manager, the Industrial Project Manager, Mechanical is responsible for driving projects from inception to completion. By partnering with internal resources…
Added 8 hours ago
K
Project Engineer/Analyst
Kinectrics
Tiverton, ON
- Full-time
Reports to: Section Manager, Bruce Site Engineering Projects
Added 8 hours ago
PC
Manager, Integrated Supply Chain - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
We are looking for our next Integrated Supply Chain Manager. Could it be you?
Added 8 hours ago
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Analyst, Claims Administration
Morguard
Mississauga, ON
- Full-time
The Analyst, Claims Administration is accountable to the Manager, Claims Administration for timely and accurate administration, analysis and reporting of insurance claims to ensure that…
Added 8 hours ago
PC
Manager, Integrated Supply Chain - M&M Food Market
Parkland Corporation
Mississauga, ON
- Full-time
We are looking for our next Integrated Supply Chain Manager. Could it be you?
Added 8 hours ago
B
Project Manager - Building Electrical
BPA
Montreal, QC
- Full-time
Proficiency in English is essential due to involvement in commercial projects outside Quebec and national projects where all meetings and documentation are conducted exclusively in English.
Added 8 hours ago
B
Project Manager - Power
BPA
Montreal, QC
- Full-time
…sustainable design and technical innovation drives impactful projects from coast to coast. Joining BPA means putting your talent to work on meaningful projects, collaborating with…
Added 8 hours ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
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,…
Added 8 hours ago
K
Director of Operations
Kuehne+Nagel
Mississauga, ON
- Full-time
…Whether you’re leading a team, engineering processes, or driving projects, your work ensures that our customers’ products are stored, handled, and delivered with precision. From everyday…
Added 8 hours ago
DL
ARCHITECTURAL REP II - CANADA
Dal-Tile LLC
Concord, ON
- $69,000 to $86,000 CAD / year
- Full-time
Track commercial projects from specification through to completion
Added 8 hours ago
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Construction Manager – High-Rise Residential Construction [Umbrella Design + Construction Consulting]
CareerBeacon
Halifax, NS
- $160,000 to $190,000 CAD / year
- Full-time
…Nova Scotia, and is seeking a highly experienced Construction Manager to lead this landmark…
Added 8 hours ago
TG
Insurance Restoration Project Manager
Triumph Group of Companies
Mississauga, ON
- Full-time
The Insurance Restoration Project Manager runs restoration projects from the moment an emergency call comes in through to final walkthrough, managing mitigation, reconstruction, budgets,…
Added 8 hours ago
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (18-Month Contract GWO)
Scotiabank
Toronto, ON
Responsible for participating and delivering on projects as they relate to the overall Derivative Settlements team
Added 8 hours ago
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Account Manager II, Business Banking
TD
Concord, ON
- Full-time
…expanding its portfolio and maximizing the value of existing commercial business customer relationships for both credit and non-credit products/services. The Account Manager II is…
Added 9 hours ago
F
Business Development Manager
FlatironDragados
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Are you a strategic thinker with a passion for relationship-building ? As a Business Development Manager, you will harness your extensive industry connections to unearth exciting project…

MD Financial Management | Gestion financière MD

Advisor Associate - Hamilton

Mississauga, ON, Canada

Full-time

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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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