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Added 5 mins ago
TI
Sr. Calibration Technician
Transcat, Inc.
Burlington, ON
- Other
…over 1,000 employees - in technical, consulting, operational, sales, finance, and corporate roles - we have stood the test of time by delivering on our Trust in Every Measure promise to our…
Added 49 mins ago
HE
Customer Service Sales Representative
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
…events, and brand experiences. We’re looking for a Customer Service Representative who enjoys working with people, learning new skills, and being part of a…
Added 1 hour ago
M
Onsite Call Center Representative (Urgent)
MCI
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
We are looking for enthusiastic Call Center Representatives to support inbound and outbound customer service, technical support and sales initiatives for a portfolio of well-known brands.…
Added 2 hours ago
TS
Onsite Call Center Representative (Urgent)
The Sydney Call Centre
Sydney, NS
- Other
We are looking for enthusiastic Call Center Representatives to support inbound and outbound customer service, technical support and sales initiatives for a portfolio of well-known brands.…
Added 2 hours ago
MC
Onsite Call Center Representative (Urgent)
MCI Careers
Sydney, NS
- Full-time
We are looking for enthusiastic Call Center Representatives to support inbound and outbound customer service, technical support and sales initiatives for a portfolio of well-known brands.…
Added 2 hours ago
ME
Customer Service Representative
McDougall Energy Inc.
Thunder Bay, ON
- Part-time
McDougall Energy is seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative at our Thunder Bay, John Street location.
Added 2 hours ago
ME
Customer Service Representative
McDougall Energy Inc.
Thunder Bay, ON
- Part-time
McDougall Energy is seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative at our Thunder Bay, Arthur St W location.
Added 2 hours ago
ME
Customer Service Representative Lead Hand
McDougall Energy Inc.
Thunder Bay, ON
- Part-time
We are seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative Lead Hand at our Memorial Ave. Thunder Bay location.
Added 2 hours ago
AM
Pre-Planning Director
Arbor Memorial Inc.
AB · Edmonton, AB
- Full-time
Evergreen Memorial Gardens, located at Edmonton, Alberta is currently recruiting a full-time Pre-Planning Sales Representative to join our Sales Office.
Added 2 hours ago
GB
Inside Sales Support
Gentek Building Products - Canada
Sudbury, ON
- Full-time
As a Branch Inside Sales Support Representative, you are an essential part of the Gentek team. You will make sure our customers get the products and/or information they need and get them on…
Added 2 hours ago
ME
Customer Service Representative
McDougall Energy Inc.
Strathroy, ON
- Part-time
McDougall Energy is seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative at our Strathroy, Centre Road location.
Added 2 hours ago
GB
Inside Sales/Warehouse Support
Gentek Building Products - Canada
Sudbury, ON
- $24 to $27 CAD / hour
- Full-time
As a Branch Inside Sales Support /Warehouseperson Representative, you are an essential part of the Gentek team. You will make sure our customers get the products and/or information they…
Added 2 hours ago
ME
Customer Service Representative Lead Hand
McDougall Energy Inc.
Burford, ON
- Part-time
We are seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative Lead Hand at our Burford Ontario location.
Added 2 hours ago
GB
Inside Sales Representative
Gentek Building Products - Canada
Kitchener, ON
- $26 to $29 CAD / hour
- Full-time
As a Branch Inside Sales Support Representative, you are an essential part of the Gentek team. You will make sure our customers get the products and/or information they need and get them on…
Added 2 hours ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Burlington, ON
- Full-time
…Burlington, Ontario are currently recruiting a full-time Pre-Planning Sales Representative to join our Sales…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 4 hours ago
VM
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Venture Media
Calgary, AB
- From $60,000 CAD / year
- Full-time
The role of the Sales Representative is essential in identifying, qualifying, and converting new business opportunities into active Chit Chats clients. This role is focused on building…
Added 4 hours ago
VM
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Venture Media
Vancouver, BC
- From $60,000 CAD / year
- Full-time
The role of the Sales Representative is essential in identifying, qualifying, and converting new business opportunities into active Chit Chats clients. This role is focused on building…
Added 4 hours ago
HI
Junior Technical Sales/Sales Assistant
Hillmar Industries Ltd.
Delta, BC
- Full-time
Job Title: Junior Technical Sales Representative/ Sales Assistant
Added 5 hours ago
VM
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Venture Media
Toronto, ON
- From $60,000 CAD / year
- Full-time
The role of the Sales Representative is essential in identifying, qualifying, and converting new business opportunities into active Chit Chats clients. This role is focused on building…
Added 7 hours ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
Ottawa, ON
- $52,000 to $59,000 CAD / year
- Full-time
Act as the Corporate team’s lead representative in the Digital and Strategy (DAS) project discussions.
Added 7 hours ago
Operations Supervisor
David's Bridal
Edmonton, AB
…team, create a consistent environment of world class customer service, and exceed sales plan. You are a dynamic, attentive, and an inspiring leader who has mastered relationship building…
Added 7 hours ago
Operations Supervisor
David's Bridal
Vaughan, ON
…team, create a consistent environment of world class customer service, and exceed sales plan. You are a dynamic, attentive, and an inspiring leader who has mastered relationship building…
Added 8 hours ago
A
Service Manager
ABB
Mississauga, ON
- Full-time
In this role, you will have the opportunity to implement the service strategy and drive service growth at the respective unit level. Each day, you will lead the Service organization and be…
Added 8 hours ago
BB
AV Estimator lI
Bosch Building Technologies North America
Toronto, ON
- Full-time
…opportunities. This role serves as a key contributor to the pre-sales process by analyzing customer requirements, developing system solutions, preparing detailed cost estimates, and…

MD Financial Management | Gestion financière MD

Advisor Associate - Hamilton

Mississauga, ON, Canada

Full-time

Apply About employer

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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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