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Added 11 mins ago
SP
Business Operations Manager
Salesforce Partner Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
This role is responsible for the financial administration and operational governance of the Partner Program incentives. The primary focus is to ensure that all funding requests, payments,…
Added 11 mins ago
GE
Hospitality F&B Assistant Manager
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Reporting to the Restaurant Manager is responsible to provide leadership with the team and takes ownership of daily operations. The ability to react to situations that need a sense of…
Added 56 mins ago
RB
Manager, Insurance Financial Control
Royal Bank of Canada
Mississauga, ON
- Full-time
As the Manager, Insurance Financial Control within our Insurance Finance group, the successful candidate will support the General Ledger Attestation process ensuring the effective design…
Added 2 hours ago
IP
Clinical Operations Manager
Indigenous Perspectives Society
Vancouver, BC
- Full-time
Oversee daily clinic operations to ensure efficient, coordinated, and client-centred service delivery.
Added 3 hours ago
RP
Manager, Inventory
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $80,000 to $105,000 CAD / year
- Full-time
Reporting to the Senior Director, Controller, this new role as Inventory Manager, oversees the effective control over retail inventories and inventory store processes within the Rexall…
Added 3 hours ago
CC
Bilingual Signature Programs, Relay For Life Youth Specialist
Canadian Cancer Society
Montreal, QC
- Full-time
Reporting to the Manager of Relay For Life Youth (RFLY), Signature Programs, the Relay For Life Youth Specialist will work as part of the national RFLY team to actively solicit new business…
Added 3 hours ago
CC
Bilingual Signature Programs, Relay For Life Youth Specialist
Canadian Cancer Society
Quebec, QC
- Full-time
Reporting to the Manager of Relay For Life Youth (RFLY), Signature Programs, the Relay For Life Youth Specialist will work as part of the national RFLY team to actively solicit new business…
Added 3 hours ago
SI
CRM Analyst
Saskatchewan Indian Institute of Technologies (SIIT)
Saskatoon, SK
- Full-time
Reporting to the Manager, Admissions and Advisory Services, the CRM Analyst is responsible for the day-to-day functional administration of CRM admissions system, including system…
Added 3 hours ago
SI
Office Administrator, Student Supports & Admissions
Saskatchewan Indian Institute of Technologies (SIIT)
Saskatoon, SK
- Full-time
…position supports a wide variety of company administrative operations in a prompt and professional manner. The incumbent is responsible for organizing and coordinating office operations and…
Added 3 hours ago
CC
Sr. Specialist, Relay for Life Youth
Canadian Cancer Society
Toronto, ON
- Full-time
Reporting to Manager of Relay for Life Youth (RFLY), Signature Programs, the Relay for Life Youth Sr. Specialist will assist in leading growth and expansion of Relay for Life Youth by…
Added 3 hours ago
LD
Store Systems and Administration
London Drugs Limited
Victoria, BC
- $18.25 to $21.58 CAD / hour
- Other
The individual in this position is responsible for the administrative functions of store operations, cash room, and the integrity of store-level pricing. Accordingly, you will report…
Added 4 hours ago
CC
Finance Assistant, Accounts Payable (Contract)
Canadian Cancer Society
Quebec, QC
- Contract
Reporting to the Senior Manager, Finance, this position will be responsible for supporting Accounts Payable (AP) processes such as ensuring timely processing of weekly payments, review of…
Added 4 hours ago
CC
Finance Assistant, Accounts Payable (Contract)
Canadian Cancer Society
Ottawa, ON
- Contract
Reporting to the Senior Manager, Finance, this position will be responsible for supporting Accounts Payable (AP) processes such as ensuring timely processing of weekly payments, review of…
Added 4 hours ago
CC
Finance Assistant, Accounts Payable (Contract)
Canadian Cancer Society
Montreal, QC
- Contract
Reporting to the Senior Manager, Finance, this position will be responsible for supporting Accounts Payable (AP) processes such as ensuring timely processing of weekly payments, review of…
Added 4 hours ago
CC
Finance Assistant, Accounts Payable (Contract)
Canadian Cancer Society
Halifax, NS
- Contract
Reporting to the Senior Manager, Finance, this position will be responsible for supporting Accounts Payable (AP) processes such as ensuring timely processing of weekly payments, review of…
Added 4 hours ago
CC
Finance Assistant, Accounts Payable (Contract)
Canadian Cancer Society
Toronto, ON
- Contract
Reporting to the Senior Manager, Finance, this position will be responsible for supporting Accounts Payable (AP) processes such as ensuring timely processing of weekly payments, review of…
Added 4 hours ago
SH
Accounts Receivable Manager
Sandman Hotel Group
BC · West Vancouver, BC
- Full-time
Northland Properties is seeking an experienced and results-driven Accounts Receivable Manager to lead our Accounts Receivable function and strengthen the processes, controls, and reporting…
Added 4 hours ago
C
Project Administrator
Convergint
Dartmouth, NS
- Full-time
Assist with project delivery and construction phase administration files and documents throughout the project life cycle including: fee letters, design contracts, project correspondence,…
Added 4 hours ago
C
Service Manager
Convergint
Toronto, ON · Etobicoke, ON
- Full-time
Job Description: Convergint is currently recruiting for a Service Manager to join our growing team in our Toronto, ON location. As the Service Manager, you will be responsible for the…
Added 4 hours ago
Project Coordinator (Construction)
Region of Waterloo
Kitchener, ON
Writes building/project notices when the public and internal operations are impacted.
Added 5 hours ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…Human Resources Generalist serves as a trusted resource for administration, benefits, learning and development, administration, onboarding, offboarding, Human Resources operations, policy…
Added 5 hours ago
1
M&A Integrations Coordinator
123Dentist
Toronto, ON
- $55,000 to $65,000 CAD / year
- Full-time
Bachelor’s degree in Business Administration, Project Management, Operations, or a related field
Added 5 hours ago
1
Office Manager - Studio Dental Union Station
123Dentist
Toronto, ON · Greater Toronto Area, Canada
- $70,000 to $80,000 CAD / year
- Full-time
The team at Studio Dental Downtown Toronto is looking for a passionate, hard-working Office Manager on a full-time basis.
Added 5 hours ago
R|
Project Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
The Centre for Precision Psychiatry – Quebec (CPPQ) is seeking a project manager for our large-scale longitudinal mental health research project across three clinical research sites,…
Added 5 hours ago
CP
Resident Services Agent CRS ON
Concert Properties
Toronto, ON
- $56,000 to $58,000 USD / year
- Full-time
In absence of the Resident Services Manager, perform appropriate supervisory and administration duties when delegated by the Resident Services Manager

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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