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Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Financial-services or another highly regulated industry experience is particularly relevant to the role.
Added 4 mins ago
GO
Manager - Community Nursing
Government of Yukon
Whitehorse, YT
- Full-time
…the provision of rural and remote, primary and public health services throughout Yukon, including 24/7 emergency…
Added 4 mins ago
C
Part-Time Manager
Claire's
Saint John, NB
- $16 CAD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 4 mins ago
R|
Animal Health Technician - Part-time Occasional
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Part-time
Under the general supervision of the manager of the Animal Resources Division, the incumbent performs animal care-related duties, technical procedures and administrative duties related to…
Added 4 mins ago
R|
ACCESS ALS Program Development Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Temporary
In partnership with program leadership, develops and promotes the program's trial activation services to industry sponsors and CROs, supporting business development;
Added 4 mins ago
Manager, Fire Prevention and Preparedness
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Reporting to the Director, Emergency Response & Compliance, the Manager, Fire Prevention and Preparedness will support the advancement of a proactive fire safety culture at TCHC. The…
Added 19 mins ago
TH
Millwork Sales Specialist Full-Time - 7258 Lloydminster
The Home Depot
Lloydminster, SK
- Full-time
…locating merchandise, providing information on products and services, and making purchasing recommendations. Sales Specialists support In Stock initiatives by assessing stock levels and…
Added 34 mins ago
DB
Part Time Bridal Sales
David's Bridal
Cambridge, ON
- $16 to $25.8 CAD / hour
- Part-time
…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…
Added 34 mins ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
City Wide Facility Solutions Vancouver is actively seeking a Facility Solutions Manager (FSM) for our Burnaby office.
Added 34 mins ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
City Wide Facility Solutions Vancouver is actively seeking a Facility Solutions Manager (FSM) for our Burnaby office.
Added 34 mins ago
BT
Supervisor, Audit and Assurance
Baker Tilly Canada
Courtice, ON
- Full-time
…relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 49 mins ago
ML
Hospitality Manager - Retail
MAPLE LEAF LOUNGE
Toronto, ON
- Full-time
Now, if you were to come on board as our Hospitality Manager - Retail, we'd ask you to do the following for us:
Added 1 hour ago
J
Partner Development Manager, Ecosystem Partnerships
Jobgether
Canada
- Full-time
…next steps. Our partner is looking for a Partner Development Manager, Ecosystem Partnerships based in…
Added 1 hour ago
TH
Hardware Sales Associate Part-Time - 7255 Cranbrook
The Home Depot Canada
Cranbrook, BC
- Part-time
…hazards & unsafe conditions or reporting conditions to the Manager On Duty, and working safely as not to endanger themselves, co-workers, vendors, or customers. These associates work in…
Added 1 hour ago
TH
Associé, Ventes
The Home Depot Canada
Cranbrook, BC
- Part-time
…hazards & unsafe conditions or reporting conditions to the Manager On Duty, and working safely as not to endanger themselves, co-workers, vendors, or customers. These associates work in…
Added 1 hour ago
WT
Senior Project Manager - Project Delivery
Waterfront Toronto
Toronto, ON
- $110,000 to $125,000 CAD / year
- Full-time
The Opportunity: Senior Project Manager, Project Delivery
Added 1 hour ago
GO
Maintenance Performance Analyst
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
Do you want to use data and insight to help strengthen housing services for communities across Nunavut? Reporting to the Manager, Strategic Asset Management, the maintenance performance…
Added 1 hour ago
ST
Director of Finance and Administration - $100K-$150K/yr in Curve Lake, ON!
Scout Talent
SK · Saskatchewan, Canada
- $100,000 to $150,000 CAD / year
- Full-time
A key priority is moving the Nation from year-by-year funding to Indigenous Services Canada’s 10-year grant. This means completing the Financial Management Board certification process and…
Added 1 hour ago
LH
Physiotherapist
Lifemark Health Group
St. Catharines, ON
- $36.92 to $54.14 CAD / hour
- Internship
Support for specialized services including pelvic health and vestibular rehabilitation – areas known for high career satisfaction due to their profound patient impact.
Added 1 hour ago
RP
Pharmacy Manager
Rexall Pharmacy Group Ltd.
Port Elgin, ON
- $65 to $70 CAD / hour
- Full-time
Added 1 hour ago
EI
Project Manager
Ebco Industries Ltd.
Vancouver, BC · Greater Vancouver Metropolitan Area
- $70,000 to $90,000 CAD / year
- Full-time
…deliver world-class quality manufacturing and repair and rebuild services to projects based domestically and worldwide. Our strengths encompass the complete spectrum from heavy metal…
Added 2 hours ago
CW
Operations Manager
Canadian Wilderness Adventures
Whistler, BC
- Full-time
We're looking for an experienced, hands-on Operations Manager who leads by example, takes initiative, and gets things done. The ideal candidate is a proven leader in outdoor adventure…
Added 2 hours ago
CW
Business Administration & Operations Coordinator
Canadian Wealth Inc.
Calgary, AB
- Full-time
…industries, including commercial cleaning, marketing, and business…
Added 2 hours ago
SG
Sidewalks Shoveler
Schill Grounds Management
Hamilton, ON
- Up to $25 CAD / hour
- Temporary
…quality landscape maintenance, enhancement, and construction services with care, professionalism, and attention to detail. As a large and growing company in the green industry, we are proud…
Added 2 hours ago
PE
Human Resources Manager (Interim)
Phasor Engineering Inc
Calgary, AB
- Contract
As a wholly owned subsidiary of Quanta Services, we provide engineering and design services across transmission & distribution, substations, protection & control, geomatics, civil &…
Added 2 hours ago
FP
Manager Campaign Analytics SQL Pega CDH
FINTECH PROFESSIONALS CORP
Toronto, ON
- $50 to $65 CAD / hour
- Full-time
Manager, Campaign Analytics - SQL, Pega/ TSYS CDH

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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