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Added 2 mins ago
KE
Content Specialist
K’awat’si Economic Development Corporation (KEDC)
Port Hardy, BC
- $65,000 to $70,000 CAD / year
- Full-time
KEDC (K'awat'si Economic Development Corporation), KEDC is an Indigenous-owned business. Interest in, and respect for, First Nations culture and practice is a core part of our mandate and…
Added 2 mins ago
TP
Receptionist / Office Assistant
Trimark People Solutions
Alert Bay, BC
- Part-time
Reports to: Director ‘Namgis Community Services
Added 2 mins ago
KE
Creative Designer and Video Editor
K’awat’si Economic Development Corporation (KEDC)
Port Hardy, BC
- $55,000 to $60,000 CAD / year
- Full-time
KEDC (K'awat'si Economic Development Corporation), KEDC is an Indigenous-owned business. Interest in, and respect for, First Nations culture and practice is a core part of our mandate and…
Added 2 mins ago
LA
Legal Aid Worker
Legal Aid Ontario
Toronto, ON
- Contract
Check conflicts, update and maintain client records in PeopleSoft, Legal Files and other business systems
Added 2 mins ago
CW
Territory Sales Manager - Southern Alberta
Collective Waste Solutions
Lethbridge, AB
- Full-time
We're looking for a motivated, outgoing, and results-driven Territory Sales Manager to help expand our business throughout Southern Alberta.
Added 2 mins ago
LA
Legal Aid Worker
Legal Aid Ontario
Toronto, ON
- Contract
Check conflicts, update and maintain client records in PeopleSoft, Legal Files and other business systems
Added 2 mins ago
O
Manager, Facilities
OpenText
Waterloo, ON
- Full-time
The Manager, Facilities Management is the senior site leader responsible for the safe, reliable, compliant, and cost-effective operation of OpenText’s Waterloo real estate portfolio,…
Added 2 mins ago
TS
Maintenance Specialist
The Salvation Army in Canada
Newmarket, ON
- Full-time
Reporting to the Second Stage & Home Now Property Manager, the Maintenance Specialist supports York Housing & Support Services (YHSS) community housing programs by collaboratively…
Added 3 mins ago
X
Concrete Scanning/Coring Technician Trainee
Xradar
Halifax, NS
- Full-time
Expanding project management and business development skills while working full-time in the role.
Added 3 mins ago
In Store Bakery - Certified Baker TF - Midnight start time
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
White Rock, BC
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community.
Added 3 mins ago
Deli - Manager Deli 6 MO Contract
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Toronto, ON
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community.
Added 3 mins ago
G Licence Truck Driver
Diabetes Canada / National Diabetes Trust
Cambridge, ON
Reporting to the Operations Manager, this critical role will work up to 29 hours per week, driving established routes to collect donated clothing and household items from our valued…
Added 3 mins ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Laval, QC
Being part of a family-owned business committed to the community;
Added 3 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Vaudreuil-Dorion, QC
Being part of a family-owned business committed to the community;
Added 3 mins ago
Manager, Digital Channels (YouTube)
Blue Ant Media Inc.
Toronto, ON
The Manager, Digital Channels will manage and guide internal team members, freelancers, and cross-functional partners to ensure all content is optimized for platform performance, aligned…
Added 3 mins ago
B
Senior Project Manager
BGIS
Ottawa, ON
- Full-time
The Senior Project Manager plans and oversees the end-to-end delivery of assigned projects and ensures delivery within scope, budget and requirements. At this level, projects are typically…
Added 3 mins ago
B
Bilingual Operations Manager (EN/FR)
BGIS
Montreal, QC
- Full-time
The Manager, Operations is responsible for operations and budget management, service delivery management, project management, client relationship management, health and safety, and…
Added 3 mins ago
C
Active Living Consultant
Co-op
Vermilion, AB
- Full-time
…to Daily Living (AADL) services. Reporting to the Pharmacy…
Added 3 mins ago
TO
Coordinator, Gift Processing
The Ottawa Food Bank
Ottawa, ON
- Full-time
…Food Bank’s mission of building a healthier, more food-secure…
Added 3 mins ago
BU
Partnership Development Manager
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
Reporting to the Associate Director, Partnership Development, the Partnership Development Manager is responsible for managing Brock University's research partnership and business…
Added 17 mins ago
PP
Service Technician
Peterbilt Pacific
Kamloops, BC
- $46.05 to $51.17 CAD / hour
- Full-time
At Peterbilt Pacific, we aim to conduct our business as a well-respected organization; with integrity, excellence, productivity, and a positive attitude as our core values. We strive to…
Added 17 mins ago
Manager, Business Enablement
Trans Mountain
Calgary, AB
Trans Mountain is seeking a collaborative, motivated, and values driven individual to join our dynamic team as a Manager, Business Enablement. In this position, you will Lead Trans…
Added 17 mins ago
Call Centre Agent
Air North
Whitehorse, YT
At Air North we believe that connecting people is more than just a business - it’s a mission. With every flight, we’re bridging communities, empowering travelers, and showcasing the beauty…
Added 32 mins ago
MD
Grants Specialist - Grants Specialist 3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…agencies. It also assists the Administrative Services Section Manager with special projects as…
Added 33 mins ago
Business Developer Manager
Siemens
Montreal, QC
The Business Developer Manager is responsible for building strategic relationships with consulting engineers and design firms across Quebec. As a trusted technical advisor, this role…

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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