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Added 19 mins ago
TC
Senior People & Culture Advisor
The Common Good
AB · Edmonton, AB
- Full-time
Are you an experienced People & Culture professional who enjoys being a trusted advisor to managers, making things better and creating a great employee experience?
Added 1 hour ago
RB
Financial Security Advisor, Insurance
Royal Bank of Canada
Blainville, QC · Boucherville, QC · Brossard, QC · Drummondville, QC · Gatineau, QC · Laval, QC · Levis, QC · Longueuil, QC · Mascouche, QC · Montreal, QC · Pointe-Claire, QC · Quebec, QC · Rimouski, QC · Saint-Constant, QC · Saint-Jérôme, QC · Salaberry-de-Valleyfield, QC · Trois-Rivières, QC · Westmount, QC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 1 hour ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Arnprior, ON · Carleton Place, ON · Cornwall, ON · Kingston, ON · Ottawa, ON · Pembroke, ON
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
Chandler, QC
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Stephenville, NL
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 1 hour ago
RB
Client Advisor Intern
Royal Bank of Canada
Windsor, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 2 hours ago
B
Building Enclosure Engineer
BPA
Ottawa, ON · Kanata, ON
- Full-time
Act as a trusted technical advisor to clients, contractors, and internal teams.
Added 2 hours ago
R
Financial Security Advisor, Insurance
RBC
Blainville, QC · Boucherville, QC · Brossard, QC · Drummondville, QC · Gatineau, QC · Laval, QC · Levis, QC · Longueuil, QC · Mascouche, QC · Montreal, QC · Pointe-Claire, QC · Quebec, QC · Rimouski, QC · Saint-Constant, QC · Saint-Jérôme, QC · Salaberry-de-Valleyfield, QC · Trois-Rivières, QC · Westmount, QC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 2 hours ago
R
Insurance Advisor Life, Health & Wealth
RBC
Arnprior, ON · Carleton Place, ON · Cornwall, ON · Kingston, ON · Ottawa, ON · Pembroke, ON
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 3 hours ago
SI
HRIS Senior Advisor - Workday
Saputo Inc.
Montreal, QC
- Full-time
Saputo Inc. is seeking a HRIS Senior Advisor - Workday, for an existing opportunity within our organization. The Workday Advisor will participate in supporting the implementation and…
Added 3 hours ago
1
Senior Corporate Legal Counsel, Operations
123Dentist
Toronto, ON
- $170,000 to $190,000 CAD / year
- Full-time
Act as a trusted advisor to senior leadership on key legal risks and the implications of business strategies and initiatives
Added 3 hours ago
SI
HRIS Senior Advisor - Workday
Saputo Inc.
Montreal, QC
- Full-time
Saputo Inc. is seeking a HRIS Senior Advisor - Workday, for an existing opportunity within our organization. The Workday Advisor will participate in supporting the implementation and…
Added 4 hours ago
R
Insurance Advisor - Life, Health & Wealth
RBC
Charlottetown, PE
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 4 hours ago
H
Specialist – Project Planning & Integration
Hays
Sudbury, ON
- $110,000 to $125,000 CAD / year
- Full-time
…management processes. This role also serves as a key planning advisor to Canadian Operations by providing independent schedule reviews, technical support, and planning capability…
Added 4 hours ago
O
Senior Cloud Service Manager- Financial Services
OpenText
Richmond Hill, ON
- Full-time
Act as the trusted advisor and primary relationship owner for assigned customers.
Added 5 hours ago
RB
Banking Advisor
Royal Bank of Canada
Hanover, ON
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 5 hours ago
RB
Client Advisor
Royal Bank of Canada
Foremost, AB
- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 5 hours ago
RB
Financial Advisor
Royal Bank of Canada
Moose Jaw, SK
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 5 hours ago
FH
Pharmacy Technician - St. Paul's Hospital & Mount Saint Joseph Hospital
Fraser Health Authority
Vancouver, BC
- $36.26 CAD / hour
- Part-time
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 7 hours ago
BH
Change Management Advisor
BC Housing
Burnaby, BC
- Full-time
LOCATION: BURNABY, B.C (Hybrid Position, Advisor can work remotely within BC but may be required to attend in-person meetings at own expense)
Added 7 hours ago
I
Client Solutions Lead
Insight
Remote, Canada
- Full-time
- Remote
Trusted advisor approach with client executives and the ability to build long-term relationships.
Added 7 hours ago
BH
Executive Director, Data and Analytics
BC Housing
Burnaby, BC
- Full-time
Participation in community and charitable events.
Added 7 hours ago
RB
Financial Advisor
Royal Bank of Canada
Wellington North, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 7 hours ago
RB
Banking Advisor
Royal Bank of Canada
Whitecourt, AB
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 8 hours ago
R
Banking Advisor
RBC
Hanover, ON
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities

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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