Jobs in Canada

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Added 7 mins ago
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General Projects Associate / Labourer (Part-Time)
Boardwalk
Calgary, AB
- Part-time
Strong commitment to providing excellent customer service
Added 7 mins ago
TC
Retail Store Coordinator Full Time Winners - Brentwood Commons
TJX Canada – Winners, Marshalls, HomeSense
Lloydminster, AB
- Full-time
Drive operational excellence in areas like visual merchandising, customer service, back room and merchandise processing.
Added 7 mins ago
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Sanitation Team Member (Cleaner, Housekeeping, Custodial) - Full Time
Whole Foods Market
Burnaby, BC
- Full-time
…company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. All positions must be performed in accordance with team and store Standard…
Added 37 mins ago
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Winnipeg Casual Security Guard
GardaWorld
Winnipeg, MB
- Part-time
As a Casual Security Guard, your role will vary depending on the day and special event. Whether it’s customer service, patrols, or surveillance, we need you to adapt with agility and…
Added 37 mins ago
TC
Retail Store Coordinator Full Time Winners - Summerside
TJX Canada – Winners, Marshalls, HomeSense
Summerside, PE
- Full-time
Drive operational excellence in areas like visual merchandising, customer service, back room and merchandise processing.
Added 37 mins ago
TC
Retail Visual Merchandise Coordinator Full Time
TJX Canada – Winners, Marshalls, HomeSense
Prince Albert, SK
- Full-time
Drive operational excellence in areas like visual merchandising, customer service, back room and merchandise processing.
Added 37 mins ago
TC
Retail Customer Service and Operations Coordinator Full Time
TJX Canada – Winners, Marshalls, HomeSense
Prince Albert, SK
- Full-time
Drive operational excellence in areas like visual merchandising, customer service, back room and merchandise processing.
Added 37 mins ago
TC
Retail Store Associate Part Time Winners - Westwood Mall
TJX Canada – Winners, Marshalls, HomeSense
Coquitlam, BC
- Part-time
Be a valued part of a supportive and collaborative team, working together to achieve shared goals.
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Courier/Handler-4
FedEx Canada
Sudbury, ON · Greater Sudbury, ON
- Part-time
…shipments for conformance to Federal Express Canada features of service; to provide related customer service…
Added 37 mins ago
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Retail Store Associate Part Time Winners - Village Green Shopping Center
TJX Canada – Winners, Marshalls, HomeSense
Vernon, BC
- Part-time
Be a valued part of a supportive and collaborative team, working together to achieve shared goals.
Added 37 mins ago
WC
(CAN) Dairy Frozen Associate
Walmart Canada
Mount Pearl, NL
- Contract
…paced retail environment. In this role, you deliver excellent customer service by living Walmart’s values, maintaining a clean, organized, and well zoned Dairy/Frozen department, and…
Added 37 mins ago
TC
Retail Seasonal Sales Associate Part Time Winners - Stavanger Drive
TJX Canada – Winners, Marshalls, HomeSense
St. John's, NL · Greater St. John's Metropolitan Area
- Part-time
Be a valued part of a supportive and collaborative team, working together to achieve shared goals.
Added 37 mins ago
WC
(CAN) Grocery Associate
Walmart Canada
Burnaby, BC
- Full-time
…paced retail environment. In this role, you deliver excellent customer service by living Walmart’s values, keeping the grocery area clean, organized, and well zoned, and supporting stocking…
Added 37 mins ago
TC
Retail Store Associate Temporary Part Time Winners
TJX Canada – Winners, Marshalls, HomeSense
Bridgewater, NS
- Part-time
Be a valued part of a supportive and collaborative team, working together to achieve shared goals.
Added 37 mins ago
WC
(CAN) Stock Unloader Associate
Walmart Canada
Peterborough, ON
- Full-time
…fast‑paced retail environment. In this role, you play a key part in keeping the store running smoothly by unloading trailers, processing merchandise, and moving pallets to the sales floor,…
Added 37 mins ago
FC
Casual Courier-2
FedEx Canada
Drummondville, QC
- Part-time
…shipments for conformance to Federal Express Canada features of service; to provide related customer service…
Added 37 mins ago
WC
(CAN) Grocery Associate
Walmart Canada
Kamloops, BC
- Full-time
…paced retail environment. In this role, you deliver excellent customer service by living Walmart’s values, keeping the grocery area clean, organized, and well zoned, and supporting stocking…
Added 37 mins ago
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Office Manager
COGIR Real Estate
Kelowna, BC
- Full-time
Are you a customer service professional with strong administrative & accounting skills? Do you enjoy a fast-paced environment and meeting deadlines? Are you ready to take your experience to…
Added 37 mins ago
TC
part time sales associate
TJX Canada – Winners, Marshalls, HomeSense
Kingston, ON
- Part-time
Be a valued part of a supportive and collaborative team, working together to achieve shared goals.
Added 37 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Demonstrated commitment to customer service and teamwork.
Added 37 mins ago
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LPN- Part Time
COGIR Real Estate
Regina, SK
- Part-time
Green Falls Landing is currently hiring for Part-Time LPN's. These are all day shifts.
Added 37 mins ago
NA
Client Manager, Personal Insurance
NFP, an Aon company (Canada)
Vaughan, ON
- Full-time
Provide exceptional day-to-day customer service to clients while handling the client file activities to maintain retention targets
Added 37 mins ago
WC
(CAN) Grocery Associate
Walmart Canada
Oshawa, ON
- Contract
…paced retail environment. In this role, you deliver excellent customer service by living Walmart’s values, keeping the grocery area clean, organized, and well zoned, and supporting stocking…
Added 37 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Demonstrated commitment to customer service and teamwork.
Added 37 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Demonstrated commitment to customer service and teamwork.

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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