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Added 10 mins ago
Contracts Administrator
L3Harris Technologies
Montreal, QC
Reporting to the Senior Manager of Contracts, the successful candidate will operate with a degree of independence and nominal oversight. The incumbent will serve as a trusted advisor on…
Added 10 mins ago
MI
Associate, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
…banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help…
Added 10 mins ago
W
(CAN) Pharmacy Manager
Walmart
Dryden, ON
- Full-time
The Pharmacy Manager is responsible for all day-to-day activities affecting the people, operations, and merchandise in their division. The Pharmacy Manager must also see that the Pharmacy…
Added 10 mins ago
UH
Medical Laboratory Technologist, Hematology
University Health Network
Toronto, ON
- Full-time
Reports to: Manager, Core Laboratory and Rapid Response
Added 10 mins ago
RB
Group Advantage Relationship Manager Intern
Royal Bank of Canada
Vancouver, BC
- Full-time
You are a mobile sales professional responsible for the retention and growth of assigned commercial and corporate clients (Sponsors) of RBC’s Group Advantage business. You love the…
Added 25 mins ago
A
Recruiter - Oil Pipeline Project
Adecco
Calgary, AB
- $40 to $60 CAD / hour
- Full-time
3-5+ years of recruitment experience, preferably within a high-volume agency or fast-paced corporate recruiting environment.
Added 25 mins ago
TT
Senior Analyst, Performance Reporting (13928)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $115,570 to $144,526.2 CAD / year
- Full-time
…places to work in the GTA has introduced its new 2024-2028 TTC Corporate Plan - Moving Toronto, Connecting Communities which continues the TTC’s legacy of delivering service to hundreds of…
Added 25 mins ago
MO
Manager of Recreation & Community Operations
Municipality of Grey Highlands
Markdale, ON
- $102,394.5 to $119,769 CAD / year
- Full-time
Reporting to the Director of Community Services, the Manager of Recreation & Community Operations is responsible for the overall coordination, administration, and operational leadership of…
Added 25 mins ago
MI
Associate, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
…banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help…
Added 25 mins ago
E3
Manager of EPR & Sustainability
Environmental 360 Solutions
Aurora, ON
- $100,000 to $125,000 CAD / year
- Full-time
Position Title: Manager of EPR & Sustainability
Added 25 mins ago
CL
Purchaser
CCL Label
Toronto, ON · Etobicoke, ON
- Full-time
…team, reporting directly to the Technical Services & Technical Development Manager. This role is essential in ensuring the consistent supply of consumables and materials required to support…
Added 25 mins ago
E
Project Manager
EllisDon
ON · Ontario Projects
- Full-time
Lead meetings, contribute to business development opportunities, and provide timely reporting to leadership
Added 25 mins ago
Replenishment - Manager Replenishment (In Store)
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Saskatoon, SK
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 25 mins ago
Corporate Sales Manager
Northland Properties
Richmond, BC
Targeting new business opportunities, specifically in the Corporate market segments.
Added 39 mins ago
GC
Account Manager (Electrical)
GRAYBAR CANADA
Fredericton, NB
- Full-time
The Account Manager is responsible for aggressively developing the business of Graybar by prospecting new customers and creating mutually beneficial business opportunities. This role also…
Added 39 mins ago
F
Business Development Representative
Fortive
Toronto, ON
- Full-time
Trusted Since 1992, Intelex Technologies, ULC. is a global leader in the development and support of software solutions for Environment, Health, Safety and Quality (EHSQ) programs. Our…
Added 39 mins ago
Regional Manager, Workplace - Americas
Infoblox
Burnaby, BC
We have an opportunity for a Regional Manager, Workplace - Americas to join our Workplace Operations & Events team in Burnaby, Canada, reporting to the Director, Global Workplace Operations…
Added 54 mins ago
G
Corporate Communications Manager (Contract)
GreenShield
Toronto, ON
- Full-time
Reporting to the Director, Corporate Communications & Enterprise Change Management, the Manager, Corporate Communications leads GreenShield's internal communications function and plays a…
Added 54 mins ago
TC
Fundraising & Communications Manager
Toronto Cat Rescue
Toronto, ON
- Full-time
Toronto Cat Rescue is seeking an experienced Fundraising and Communications Manager to lead fundraising growth, strengthen donor and partner relationships, and oversee communications that…
Added 54 mins ago
L
Financial Service Representative - LendDirect Office 1603
LendDirect
St. Thomas, ON
- Full-time
“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three…
Added 54 mins ago
TC
Assistant Store Manager Winners HomeSense Collingwood Centre
TJX Canada – Winners, Marshalls, HomeSense
Collingwood, ON
- $48,592.5 to $68,029.5 CAD / year
- Full-time
We’re looking for an Assistant Store Manager who is passionate about fostering an inclusive and supportive environment. In this role, you’ll empower your team to deliver unforgettable…
Added 54 mins ago
TC
Manager Of Real Estate - Regional Director
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $118,709.6 to $168,709.6 CAD / year
- Full-time
We’re seeking a Manager Of Real Estate – Regional Director to lead the development and execution of TJX Canada’s regional real estate strategy for Central or Eastern Canada markets &…
Added 55 mins ago
TC
District Manager (East Region)
Toronto Community Housing
Toronto, ON · Scarborough, ON
- Full-time
Ability to participate in inclusive employee-led networks to educate, inspire, amplify voices, build relationships and provide development opportunities;
Added 55 mins ago
IT
Business Development Representative
Intelex Technologies ULC
Toronto, ON
- Full-time
Since 1992, Intelex Technologies, ULC. is a global leader in the development and support of software solutions for Environment, Health, Safety and Quality (EHSQ) programs. Our scalable,…
Added 55 mins ago
Analyst, Heartland Finance
Inter Pipeline Ltd.
Calgary, AB
2-5 years’ experience in FP&A, investment banking, corporate development, or other relevant areas of finance.

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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