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Added 1 min ago
RJ
Mutual Funds Associate - 18 Month Contract
Raymond James
Vancouver, BC
- Full-time
The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. Responsibilities will include reviewing and…
Added 1 min ago
R
Associate, Reporting & Control
RBC
Toronto, ON
- Full-time
Active Learning, Adaptability, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management
Added 16 mins ago
GF
Customer Service Representative (Motivator) - Kingston
GoodLife Fitness
Kingston, ON
- Part-time
The Motivator role is critical to the success of our GoodLife Fitness Clubs. A Motivator is typically the first Associate a Member or Potential Member interacts with upon arrival to the…
Added 16 mins ago
C
Sr. Client Engagement Associate
CIBC
Toronto, ON
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 16 mins ago
TS
Store Associate
The Salvation Army in Canada
Sackville, NB
- Part-time
Added 31 mins ago
Associate, Real Estate Banking, Commercial Banking - North York, ON
Scotiabank
Toronto, ON · North York, ON
The Associate is responsible for contributing to the overall success of Real Estate Banking by meeting his/her team financial and non-financial metrics and supporting the Director with the…
Added 31 mins ago
Customer Experience Associate - Champlain Pl, NB (30 Hours / Week, 10 Month Contract)
Scotiabank
Dieppe, NB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 46 mins ago
RT
Associate Vice President, Administration - St. Francis Xavier University
Royer Thompson
Antigonish, NS
- Full-time
StFX is seeking an Associate Vice President (AVP), Administration, who can connect people and operations, strengthen planning and advance the University’s academic mission and institutional…
Added 46 mins ago
CC
Sales & Estimating Representative
Crystal Clean Maintenance
NS · Halifax Central, Nova Scotia
- Full-time
Crystal Clean Maintenance Ltd. is seeking a motivated, professional, and results-driven Sales Associate to develop new business opportunities throughout HRM and surrounding areas. The…
Added 46 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 46 mins ago
C
Client Associate
CIBC
Calgary, AB
- Full-time
…and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate, you will work closely…
Added 1 hour ago
T
Vaughan Mills Assistant Manager
Tumi
Vaughan, ON
- Full-time
Added 1 hour ago
T
Holiday Sales Associate PT Under 20 hours - Sherway
Tumi
Toronto, ON · Etobicoke, ON
- Part-time
As part of our Retail team, the Holiday Sales Associate is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…
Added 1 hour ago
MC
Financial Services Associate - Full Time - 18 Month Contract
Meridian Credit Union
Cambridge, ON
- $60,000 to $63,000 CAD / year
- Full-time
Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program
Added 1 hour ago
SC
Regional Services Manager
Staples Canada
Saskatoon, SK
- Full-time
⦁ Strong financial and strategic acumen, including experience with sales forecasting, performance analysis, and budget management.
Added 1 hour ago
MD
Retirement and Refund Applications Specialist - Office & Administrative Specialist, Senior
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Associate's degree in Business or Office Technology
Added 1 hour ago
GM
Commercial P&C Associate
Gore Mutual Insurance
Cambridge, ON
- Full-time
The Commercial P&C Underwriting Associate plays a pivotal role in supporting the underwriting team by supporting the processing commercial insurance policies. This role is responsible for…
Added 2 hours ago
Store Associate
Sherwin-Williams
Calgary, AB
Added 2 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Sackville, NB
- Part-time
Added 2 hours ago
PR
Lenovo Assisted Sales Representative
Premium Retail Services
Mississauga, ON
- Part-time
Trust is Your Superpower: Develop long-term, trustworthy relationships with customers, associates, and management. Your mission is to dominate the market, and you've got the charm to make…
Added 3 hours ago
Senior Portfolio Manager- EPMO
CAMH
Toronto, ON
Relationship management at the Director and VP level for key stakeholders associate with the portfolio
Added 3 hours ago
MD
Financial Management Transformation Program Consultant - Management Analyst 4
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Financial Management Transformation Program Consultant
Added 3 hours ago
MD
Spanish Language Translations Specialist - State Program Administrator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…attendance may be required for team meetings or as requested by management to meet business needs. Completion of a telework agreement will be required. Please review the Telework Policy for…
Added 3 hours ago
Retail Sales Associate Part Time
Moores Clothing
Nanaimo, BC
Build a relationship with your customer from greeting through post-sale contact.
Added 3 hours ago
MC
Senior Retail Sales Associate
Moores Clothing
Nanaimo, BC
- Full-time
Build a relationship with your customer from greeting through post-sale contact.

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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