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Added 12 mins ago
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Senior Product Manager (8 Month Contract)
Knix
Toronto, ON
- Contract
We're on the hunt for a Senior Product Manager who will be responsible for the strategic planning and implementation of a digital roadmap to support Knix. You will use data, company…
Added 12 mins ago
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Specialist – Project Planning & Integration
Hays
Sudbury, ON
- $110,000 to $125,000 CAD / year
- Full-time
This is a permanent position reporting to the Sr. Manager, Project Controls - Canada . The role is responsible for planning and scheduling across multiple studies and projects, ensuring the…
Added 12 mins ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 12 mins ago
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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 12 mins ago
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FY27 Intern - Design Verification Engineering Internship - Canada (16 months)
Qualcomm
Toronto, ON
- Full-time
…contribute to our long-term innovation pipeline. You'll be part of a community that values collaboration, creativity, and continuous learning. Our programs provide real-world experience,…
Added 12 mins ago
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Senior Manager, Transaction Tax Services
BDO
Calgary, AB
- Full-time
We are currently looking to hire a Senior Manager to be part of our growing Transaction Tax Services team. This is a net new role and you will be involved in assisting clients with…
Added 12 mins ago
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Manager, Transaction Tax Services
BDO
Calgary, AB
- Full-time
BDO Canada is looking for a Manager to join our growing Transaction Tax Services team in Calgary.
Added 42 mins ago
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Facilities and Resources Manager
Indigenous Perspectives Society
Victoria, BC
- Contract
Are you interested in working for an Indigenous charity that focuses on wellness and offers professional development opportunities?
Added 42 mins ago
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Sr. Manager Corporate Development
OpenText
Toronto, ON
- Full-time
…interesting work happens every day, in every department. The Sr. Manager, Corporate Development will play a pivotal role advising on a wide range of strategic programs, analyzing business…
Added 42 mins ago
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Relationship Manager Commercial Accounts- EN
RBC
Laval, QC
- Full-time
By joining RBC as a Relationship Manager, Commercial Accounts, you open the door to an exciting career in Commercial Banking. You will provide business and financial advice and manage a…
Added 1 hour ago
BC
Registered Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
The Brant Community Healthcare System is a two site Community Hospital located in Brantford and Paris, Ontario.
Added 1 hour ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Grow Your Career at Brant Community Healthcare System (BCHS)
Added 1 hour ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Grow Your Career at Brant Community Healthcare System (BCHS)
Added 1 hour ago
BC
Medical Radiation Technologist
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager of Diagnostic Imaging, you will be responsible for performing quality diagnostic procedures in accordance with the College of Medical Radiation Technologists and…
Added 1 hour ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Grow Your Career at Brant Community Healthcare System (BCHS)
Added 1 hour ago
BC
Manager, After Hours Operations
Brant Community Healthcare System
Brantford, ON
- Full-time
Grow Your Career at Brant Community Healthcare System (BCHS)
Added 1 hour ago
BC
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
The Brant Community Healthcare System is a two site Community Hospital located in Brantford and Paris, Ontario.
Added 1 hour ago
BC
Registered Nurse- Paeds
Brant Community Healthcare System
Brantford, ON
- Full-time
The RN demonstrates professional development and clinical competency, utilizes the nursing process to assess plan, implement and evaluate patient care, addresses health educational needs…
Added 1 hour ago
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Registered Practical Nurse - Integrated Stroke Unit
Brant Community Healthcare System
Brantford, ON
- Full-time
Grow Your Career at Brant Community Healthcare System (BCHS)
Added 1 hour ago
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Recreation Therapist
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager of Therapy Services, the Recreation Therapist will function as a member of an interdisciplinary health care team. The recreation therapist meets the assessed needs…
Added 1 hour ago
BC
Personal Support Worker - Surgical (B5)
Brant Community Healthcare System
Brantford, ON
- Full-time
Grow Your Career at Brant Community Healthcare System (BCHS)
Added 1 hour ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Grow Your Career at Brant Community Healthcare System (BCHS)
Added 1 hour ago
BC
RPN Inpatient Rehabilitation
Brant Community Healthcare System
Brantford, ON
- Full-time
Grow Your Career at Brant Community Healthcare System (BCHS)
Added 1 hour ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager, Communications and Public Affairs, the Communications Assistant plays a key role in executing on a number of communications tactics for both sites of the Brant…
Added 1 hour ago
BC
Registered Practical Nurse - Pre-Admission
Brant Community Healthcare System
Brantford, ON
- Full-time
Grow Your Career at Brant Community Healthcare System (BCHS)

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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