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Added 13 mins ago
BR
Human Resource Generalist
BDO Recruitment Services - Canada
Woodstock, ON
- Full-time
Reporting to the General Manager, the HR Generalist provides responsive, practical, hands-on HR support throughout the employee life cycle. Responsibilities include full-cycle recruitment,…
Added 13 mins ago
Coordinator, Aquatics Programs
YMCA of Lethbridge
Lethbridge, AB
Provide supervision to the Aquatics team, including onboarding, scheduling, and coaching, with support from the Aquatic Manager.
Added 13 mins ago
Attendant, Member Experience
YMCA of Lethbridge
Lethbridge, AB
Member Experience Leaders, including Manager, Member Experience and Acquisitions
Added 29 mins ago
TP
Business Development Manager
T&T Power Group
Canada
- Full-time
We are seeking a qualified individual to fill the position of Business Development Manager, Large Power & Projects. As demand for power generation and industrial electrification continues…
Added 29 mins ago
NI
Account Manager
Network Innovations
Calgary, AB
- Full-time
…Innovations is looking for an ambitious, self-motivated Account Manager to drive commercial success across complex, mission-critical networking…
Added 29 mins ago
PI
Trades Recruiter
Phoenix Industrial Group of Companies
AB · Edmonton, AB
- Full-time
Be Accountable for performance targets (i.e., conversion ratio, recruiting effectiveness, hiring manager and candidate satisfaction).
Added 29 mins ago
GF
Electronics Engineer, Diagnostics & Data Acquisition
General Fusion Inc.
Richmond, BC
- Full-time
The position reports to the Manager, Pulsed Power Systems, and is located on-site at General Fusion’s Richmond, BC facility. Shift work is not expected; however, extended hours during…
Added 29 mins ago
GF
Electrical Engineer (Controls and Infrastructure)
General Fusion Inc.
Richmond, BC
- Full-time
…Electronics team on our path to commercial fusion. Reporting to the Manager, Controls & Electronics, you will design, build, test, and commission the electrical and control hardware behind…
Added 29 mins ago
GF
Talent Acquisition Partner
General Fusion Inc.
Richmond, BC
- Full-time
Reporting to the Manager, People & Culture, the Talent Acquisition Partner will be a hands-on, full-cycle recruiter with primary responsibility for a portfolio of General Fusion's…
Added 29 mins ago
GF
Manager, Financial Planning & Analysis
General Fusion Inc.
Richmond, BC
- Full-time
As a newly public company, General Fusion is seeking a strategic, hands-on Manager, FP&A to help strengthen and scale our financial planning, reporting, and analysis capabilities. Being…
Added 29 mins ago
GF
Business Development Coordinator
General Fusion Inc.
Richmond, BC
- Full-time
Based in, or willing to relocate to Vancouver, BC, with onsite work required a minimum of three days per week, with specific days determined by the manager
Added 58 mins ago
GB
Construction Site Manager / Site Superintendent
Govan Brown & Associates
AB · Edmonton, AB
- Full-time
Fun Team and Volunteer Events: Enjoy the opportunity to socialize with team members at events and volunteer activities within the community.
Added 1 hour ago
A
Senior Software Engineer, Java - 12 Month Contract
Aviso
Vancouver, BC
- Full-time
Reporting to the Manager, Software Engineering, the Senior Software Engineer leads the development of software modules and ensures adherence to engineering standards and best practices.…
Added 1 hour ago
SH
Pharmacy Technician - (Calgary, AB) - Onsite
Sentrex Health Solutions
Calgary, AB
- Full-time
Monitoring of fridge temperatures and reporting any variances directly to the Pharmacy Manager.
Added 2 hours ago
M
Department Manager, Category
MEC
Vancouver, BC
- $56,000 to $69,900 CAD / year
- Full-time
…And we show up in our communities through local partnerships, events, and shared outdoor experiences that extend far beyond our store…
Added 2 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
We are seeking a Senior Manager or Director, Indirect Tax to join our growing Tax practice in Toronto or Vancouver. This is a leadership role focused on indirect tax advisory, compliance,…
Added 2 hours ago
BC
Sales and Reservations Coordinator
Bella Coola Heli Sports
Bella Coola 1, BC
- Full-time
● Post Trip Follow-Up – Coordinate with office manager to collect post visit feedback, with particular focus to engage with guests that are interested in rebooking.
Added 2 hours ago
M
Department Manager, Member Experience
MEC
Vancouver, BC
- $56,000 to $69,900 CAD / year
- Full-time
…And we show up in our communities through local partnerships, events, and shared outdoor experiences that extend far beyond our store…
Added 2 hours ago
Product Marketing Manager (B2C FinTech)
Talencore
Toronto, ON
Our client, a Series B fintech with a team of 70+ members and 100%+ YoY growth, is hiring a Product Marketing Manager in Toronto. They’re building a financial platform that helps U.S. real…
Added 2 hours ago
AW
Senior Software Engineer, Java - 12 Month Contract
Aviso Wealth
Remote, Canada
- Full-time
- Remote
Reporting to the Manager, Software Engineering, the Senior Software Engineer leads the development of software modules and ensures adherence to engineering standards and best practices.…
Added 2 hours ago
Partner Relationship Manager
Property Law Firm CB LLP
Oakville, ON
You have organized events because you knew bringing the right people together would create opportunities. You've introduced people who should have known each other. You've identified gaps…
Added 2 hours ago
Partner Relationship Manager
Property Law Firm CB LLP
Calgary, AB
You have organized events because you knew bringing the right people together would create opportunities. You've introduced people who should have known each other. You've identified gaps…
Added 2 hours ago
U
Sr Community Developer - For Honor
Ubisoft
Montreal, QC
- Full-time
Act as one of the spokespersons for the assigned brand(s). Coordinate community-centric events including, but not limited to: studio visits from fans, developer dialogues, and tournaments.
Added 2 hours ago
GE
Event Centre - Food and Beverage Supervisor
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of Food and Beverage Manager; Event Supervisor duties will include, but are limited to oversees all aspects of a events, including set-up, food service, bar service and…
Added 4 hours ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
Respond to employee and manager inquiries regarding pay, benefits, and employment-related documentation.

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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