Jobs in Canada

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Added 7 mins ago
RB
Private Banking Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…Private Banking team is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private…
Added 7 mins ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Halifax, NS
- Full-time
…with your innate business development and knack for client service to set the stage for…
Added 22 mins ago
GZ
Vice President Operations
Gestion Zagora
AB · Edmonton, AB
- Full-time
Oversee property management operations, including leasing, maintenance, tenant relations, and building administration.
Added 38 mins ago
TS
Disability Support Worker
The Salvation Army Canada and Bermuda Territory
Fort McMurray, AB
- Full-time
…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 52 mins ago
RP
Manager, Inventory
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $80,000 to $105,000 CAD / year
- Full-time
Direct the scheduling and ensure performance of physical inventories; maintain relationship with 3 rd party inventory service.
Added 52 mins ago
CR
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 52 mins ago
SM
Unit Assistant, Emergency
Stevenson Memorial Hospital
Alliston, ON
- Internship
…multidisciplinary team the Unit Assistant provides supportive service to patients, nursing staff and physicians and works in cooperation with other departments with the hospital as well as…
Added 52 mins ago
CC
Bilingual Signature Programs, Relay For Life Youth Specialist
Canadian Cancer Society
Montreal, QC
- Full-time
Present the program to potential schools focusing on student councils, leadership classes, cancer clubs, interested students, teachers, and/or administration.
Added 52 mins ago
CC
Bilingual Signature Programs, Relay For Life Youth Specialist
Canadian Cancer Society
Quebec, QC
- Full-time
Present the program to potential schools focusing on student councils, leadership classes, cancer clubs, interested students, teachers, and/or administration.
Added 52 mins ago
Senior Assistant
Canada Post - Postes Canada
Killarney, MB
Sell postal products and service to the business community and public
Added 1 hour ago
SI
CRM Analyst
Saskatchewan Indian Institute of Technologies (SIIT)
Saskatoon, SK
- Full-time
…the CRM Analyst is responsible for the day-to-day functional administration of CRM admissions system, including system configuration, workflow support, troubleshooting, user assistance,…
Added 1 hour ago
SI
Office Administrator, Student Supports & Admissions
Saskatchewan Indian Institute of Technologies (SIIT)
Saskatoon, SK
- Full-time
Process faculty and administration expenses, filing and distributing where appropriate or as assigned
Added 1 hour ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The position provides oversight for application lifecycle management (on-premises and SaaS) including major systems administration (e.g. ERP, Asset Management, ePermitting), application, AI…
Added 1 hour ago
MD
Appeals Officer - Revenue Tax Specialist Senior/Principal
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Customer service and interpersonal skills sufficient to interact and negotiate with taxpayers and/or their representatives
Added 1 hour ago
CC
Sr. Specialist, Relay for Life Youth
Canadian Cancer Society
Toronto, ON
- Full-time
Adhere to all administration procedures as required.
Added 1 hour ago
LM
Administrator (Youth Sport Non-Profit)
Langley Minor Hockey Association
Langley (District), BC · Langley, BC
- Full-time
…association thrive. The team shares responsibility for office administration, communications, registration, hockey programs, events, sponsorship and financial administration, with duties…
Added 1 hour ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Bachelor's degree in Finance, Accounting, Business Administration, Health Administration, or a related field.
Added 1 hour ago
TC
Geospatial Solutions Analyst
The Corporation of the City of Sarnia
Sarnia, ON
- $59,677.8 to $91,819 CAD / year
- Full-time
…initiatives to modernize business processes and enhance customer service through the effective use of geospatial technologies, including the City’s ArcGIS Enterprise platform, Trimble’s…
Added 1 hour ago
LD
Store Systems and Administration
London Drugs Limited
Victoria, BC
- $18.25 to $21.58 CAD / hour
- Other
Provide prompt and efficient customer service based on 10/10 Sales Challenge philosophy
Added 1 hour ago
HS
Institutional Analyst II - Administrative Assistant Office, 606764 (2026-04028)
Hawaiʻi State Department of Education
NB · Chiasson Office, NB
- Full-time
…filled as a limited term temporary appointment. Probationary service credit and tenure are not granted for temporary…
Added 1 hour ago
HS
Institutional Analyst II - Administrative Assistant Office, 606763 (2026-04027)
Hawaiʻi State Department of Education
NB · Chiasson Office, NB
- Full-time
…filled as a limited term temporary appointment. Probationary service credit and tenure are not granted for temporary…
Added 1 hour ago
CC
Finance Assistant, Accounts Payable (Contract)
Canadian Cancer Society
Quebec, QC
- Contract
Support the ongoing administration and transaction issues of the company-wide expense report software Palette and ensure escalation to the appropriate Finance team for timely resolution.
Added 1 hour ago
CC
Finance Assistant, Accounts Payable (Contract)
Canadian Cancer Society
Ottawa, ON
- Contract
Support the ongoing administration and transaction issues of the company-wide expense report software Palette and ensure escalation to the appropriate Finance team for timely resolution.
Added 1 hour ago
CC
Finance Assistant, Accounts Payable (Contract)
Canadian Cancer Society
Montreal, QC
- Contract
Support the ongoing administration and transaction issues of the company-wide expense report software Palette and ensure escalation to the appropriate Finance team for timely resolution.
Added 1 hour ago
CC
Finance Assistant, Accounts Payable (Contract)
Canadian Cancer Society
Halifax, NS
- Contract
Support the ongoing administration and transaction issues of the company-wide expense report software Palette and ensure escalation to the appropriate Finance team for timely resolution.

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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