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Added 26 mins ago
TP
Business Development Manager
T&T Power Group
Canada
- Full-time
We are seeking a qualified individual to fill the position of Business Development Manager, Large Power & Projects. As demand for power generation and industrial electrification continues…
Added 26 mins ago
NI
Account Manager
Network Innovations
Calgary, AB
- Full-time
…Innovations is looking for an ambitious, self-motivated Account Manager to drive commercial success across complex, mission-critical networking…
Added 26 mins ago
SS
Rental Coordinator
Sunbelt Solomon
New Westminster, BC
- Full-time
Work with Manager to develop training and development paths
Added 56 mins ago
O
Customer Success Manager
Occupier
Remote, Canada
- Full-time
- Remote
As a Customer Success Manager, you’ll partner with our customers to help them get maximum value from Occupier and reach their desired outcomes. You’ll own the full customer lifecycle, from…
Added 56 mins ago
SN
Seasonal Team Member, Hillcrest Mall
Saje Natural Wellness | Retail
Richmond Hill, ON
- Contract
…there. </p><h3><br>The impact you'll make:</h3><p>Reporting to the Store Manager, Retail Team Members drive our mission first-hand with our customers: you connect people to the healing…
Added 1 hour ago
Territory Sales Representative, Implants
Dentsply Sirona, Inc
BC · Canada Home Office, BC
The primary responsibility of the implants territory manager position is account management, business development and the successful execution of their business plan. This is accomplished…
Added 1 hour ago
NF
Bakery InStore Department Manager Part Time Day
No Frills
Whitby, ON
- Part-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 2 hours ago
M
Department Manager, Category
MEC
Vancouver, BC
- $56,000 to $69,900 CAD / year
- Full-time
Reporting to the General Manager, you oversee assigned product categories and are responsible for store-floor assortment, inventory flow, merchandising execution, pricing, and visual…
Added 2 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
We are seeking a Senior Manager or Director, Indirect Tax to join our growing Tax practice in Toronto or Vancouver. This is a leadership role focused on indirect tax advisory, compliance,…
Added 2 hours ago
M
Department Manager, Member Experience
MEC
Vancouver, BC
- $56,000 to $69,900 CAD / year
- Full-time
As the Department Manager, Member Experience, you are a key store leader responsible for delivering exceptional member experiences across the sales floor, Cash and Member Service Desk, and…
Added 2 hours ago
Partner Relationship Manager
Property Law Firm CB LLP
Oakville, ON
You will work alongside an experienced business development leader who has spent decades building relationships across the Ontario real estate industry. There's a tremendous amount of…
Added 2 hours ago
Partner Relationship Manager
Property Law Firm CB LLP
Calgary, AB
You will work alongside an experienced business development leader who has spent decades building relationships across the Ontario real estate industry. There's a tremendous amount of…
Added 2 hours ago
MC
Commercial Analyst
Meridian Credit Union
St. Catharines, ON
- $52,000 to $75,000 CAD / year
- Full-time
…responsibility, leading to assumption of a position as a Relationship Manager Business Banking, Cash Management or Business Credit…
Added 3 hours ago
3
Customer Success Program Manager
360insights
Whitby, ON
- $57,000 to $80,000 CAD / year
Collaborate with sales for support and reporting on client needs.
Added 4 hours ago
CD
Business Development Manager
Consolidated Dealers Co-Op Inc.
Winnipeg, MB
- Full-time
Minimum 5 years of outside sales, business development or account management experience.
Added 5 hours ago
NB
Senior Account Manager, Commercial Banking
National Bank of Canada
Coquitlam, BC
- Full-time
Based on your academic background, at least 5 to 9 years' experience in sales and business development within the financial industry:
Added 6 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Vaughan, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 6 hours ago
FI
Field Marketing Manager
Fulfillment IQ
Remote, Canada
- $75,000 to $90,000 CAD / year
- Full-time
- Remote
Report target-account attendance, held meetings, MQLs, seller response and opportunity progression at 30, 60 and 90 days with the Senior Marketing Manager, Sales and the RevOps lead.
Added 6 hours ago
FI
Content Marketing Manager
Fulfillment IQ
Remote, Canada
- $85,000 to $100,000 CAD / year
- Full-time
- Remote
Named-account campaigns: we pick accounts with our sellers, identify the buyer and a credible business problem, and reach them through content, organic LinkedIn, email, the website and…
Added 7 hours ago
FI
Senior Marketing Manager
Fulfillment IQ
Remote, Canada
- $115,000 to $130,000 CAD / year
- Full-time
- Remote
Named-account campaigns: we pick accounts with our sellers, identify the buyer and a credible business problem, and reach them through content, organic LinkedIn, email, the website and…
Added 7 hours ago
SA
Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 CAD / year
- Full-time
We are looking for a Senior Customer Success Manager who is obsessed with turning users into lifelong advocates. In this role, you will own the end-to-end post-sales journey for our most…
Added 7 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 8 hours ago
EB
Store Manager - Jo Malone London - Fulltime - Chinook Centre - Calgary AB
ELC Beauty LLC
Calgary, AB
- Full-time
We are looking for a dynamic and inspirational Store/Retail/Counter Manager to lead, coach and develop our team of Sales Associates to achieve all sales, customer service and operational…
Added 8 hours ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
Esri Canada has an exceptional opportunity for a full-time Senior Customer Success Manager, Defence to join our Federal Sector team.
Added 8 hours ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
Esri Canada has an exceptional opportunity for a full-time Senior Customer Success Managers to join our Sales team in the Prairies region.

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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