Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 min ago
NF
Cashier Part Time Evening
No Frills
Sylvan Lake, AB
- Part-time
…provides employees a range of opportunities and experiences to help Canadians Live Life…
Added 1 min ago
1
Registered Dental Assistant-Dr. Meena Bhatti Regina Oral Surgery
123Dentist
Regina, SK
- Full-time
Collaborative team and environment to help you succeed as a Dental Assistant. Working at Dr. Meena Bhatti Regina Oral Surgery you will experience a team-oriented environment, as it is a…
Added 1 min ago
1
Certified Dental Assistant - Queen Street Dental Centre
123Dentist
Toronto, ON · Greater Toronto Area, Canada
- $20 to $23 CAD / hour
- Part-time
The team at Queen Street Dental Centre located in Toronto, Ontario is looking for a passionate, hard-working Certified Dental Assistant Level II on a part-time basis.
Added 1 min ago
R|
Animal Care Worker - Part-time occasional
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Part-time
Status : Temporary Occasional Part-time (on call), hours per week will vary according to the need of the division. Training offered at start of employment requiring a minimum of 2…
Added 1 min ago
R|
Research Associate
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…of the McGill University Health Centre (RI-MUHC), you can be part of an organization focused on scientific discovery and innovation in patient-centered medicine. Join us today and make a…
Added 1 min ago
1
Senior Corporate Legal Counsel, Operations
123Dentist
Toronto, ON
- $170,000 to $190,000 CAD / year
- Full-time
…operations and in-house corporate development teams to provide general legal support to 123Dentist and its rapidly expanding countrywide network of dental…
Added 32 mins ago
T-
Teacher Documentalist / Enseignant-e documentaliste (2027-2028)
TFS - Canada’s International School (Toronto French School)
Toronto, ON
- Full-time
As a member of the Learning Forum team and along with the other educational team members and as part of the school’s strategic plan, you will implement a knowledge-sharing policy, which…
Added 32 mins ago
U
Warehouse Associate - Day Shift
UPS
Fort Erie, ON
- Part-time
This Is a Permanent Part-time Opportunity That Offers
Added 32 mins ago
U
Warehouse Associate - Evening Shift
UPS
Fort Erie, ON
- Part-time
This Is a Permanent Part-time Opportunity That Offers
Added 32 mins ago
U
Warehouse Associate - Evening Shift
UPS
Fort Erie, ON
- Part-time
This Is a Permanent Part-time Opportunity That Offers
Added 32 mins ago
U
Warehouse Associate - Day Shift
UPS
Fort Erie, ON
- Part-time
This Is a Permanent Part-time Opportunity That Offers
Added 32 mins ago
Q
FY27 Intern - Deep Learning Research Internship - Canada (4 Months)
Qualcomm
Markham, ON
- Full-time
Our interns join world-class teams to help define and build what is next for mobility and the world. You’ll be paired with a mentor with visibility to your project and team, receive support…
Added 32 mins ago
Q
FY27 Intern - Design Verification Engineering Internship - Canada (16 months)
Qualcomm
Toronto, ON
- Full-time
…mentorship, and meaningful work. By joining our team, you'll be part of a community that's pushing the boundaries of what's possible in AI, computing, and connectivity. With a global…
Added 32 mins ago
J
Senior Property Accountant
JLL
Calgary, AB · Toronto, ON · CAN-CORP Toronto-Toronto, Canada
- Full-time
…relevant experience to a new industry, join our team as we help shape a brighter way…
Added 1 hour ago
WS
Operations Coordinator (12-Month Leave Coverage)
West Sixth Construction Inc.
Fort St. John, BC
- Part-time
Flexible, part-time employment for a 12-month term.
Added 1 hour ago
IH
Estimator
Impact HR
Calgary, AB
- Full-time
…equipment, rentals, indirect labour, subcontracted scopes, general requirements, overhead and…
Added 1 hour ago
LC
Pharmacy Assistant Part Time Afternoon Greenlight Requisition
Loblaw Companies Limited
Edmonton, AB
- Part-time
…our colleagues a range of opportunities and experiences to help Canadians Live Life…
Added 1 hour ago
LG
Leaf Filter Installer
LeafFilter Gutter Protection
Nanaimo, BC
- Full-time
Flexible schedule – Set your own work schedule, work part-time, full-time, or as needed
Added 1 hour ago
LG
Leaf Filter Installer
LeafFilter Gutter Protection
Calgary, AB
- Full-time
Flexible schedule – Set your own work schedule, work part-time, full-time, or as needed
Added 1 hour ago
LG
Leaf Filter Installer
LeafFilter Gutter Protection
AB · Edmonton, AB
- Full-time
Flexible schedule – Set your own work schedule, work part-time, full-time, or as needed
Added 1 hour ago
LG
Leaf Filter Installer
LeafFilter Gutter Protection
Burlington, ON
- Full-time
Flexible schedule – Set your own work schedule, work part-time, full-time, or as needed
Added 1 hour ago
BC
Registered Nurse - Medical B7
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 1 hour ago
LG
Leaf Filter Installer
LeafFilter Gutter Protection
West Kelowna, BC
- Full-time
Flexible schedule – Set your own work schedule, work part-time, full-time, or as needed
Added 1 hour ago
LG
Leaf Filter Installer
LeafFilter Gutter Protection
Regina, SK
- Full-time
Flexible schedule – Set your own work schedule, work part-time, full-time, or as needed
Added 1 hour ago
LG
Leaf Filter Installer
LeafFilter Gutter Protection
Mississauga, ON
- Full-time
Flexible schedule – Set your own work schedule, work part-time, full-time, or as needed

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.

Apply About employer

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

Report this job