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Added 1 hour ago
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Senior Project Manager | Commercial Interiors
Clearspace
Toronto, ON
- Full-time
This is a senior, hands-on leadership role. As a Senior Project Manager you are both a project leader and a people leader.
Added 3 hours ago
AR
Hospitality Manager
Atria Retirement Canada
Winnipeg, MB
- $51,000 to $58,650 CAD / year
- Full-time
Act as “Manager on Duty” when the General Manager/Executive Director is not on site.
Added 3 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 5 hours ago
Account Manager
Amrize
AB · Calgary, AB
The Accounts Manager is responsible for building and maintaining relationships with the market’s midsized strategic account holders, while also providing pricing, technical sales support,…
Added 5 hours ago
Quarry Supervisor
Amrize
Saint-Constant, QC · St Constant, Queb
Execute instructions set by the Site Manager, ensuring proper operational guidelines and parameters are followed.
Added 5 hours ago
WP
Enclosure Project Manager - Diagnostics
Walter P Moore
Toronto, ON
- Full-time
…transfer, and vapor transmission. They will perform building performance analysis including evaluate day-lighting, solar heat gain, thermal energy transfer, and holistic integration of the…
Added 6 hours ago
Estimator
State Window Corporation
Vaughan, ON
Performance Evaluation: We prioritize ongoing feedback and development through structured bi-annual performance reviews and ongoing check ins with your direct supervisor/manager.
Added 8 hours ago
AC
Supply Chain Manager
Aston Carter
Acheson, AB
- $52 to $62 CAD / hour
- Contract
Our client designs and builds modular data center infrastructure for AI and high-performance computing. Their factory-built system combines power, cooling and compute in one unit, and they…
Added 9 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 9 hours ago
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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the operational management of multicentre clinical research studies. The Project Manager…
Added 9 hours ago
T
Elevated Support Senior Specialist
Teleperformance
Toronto, ON · TPCA Toronto
- $23.43 CAD / hour
- Full-time
…global companies. Our diverse service locations, including on-site and work-at-home programs, ensure flexibility and broad…
Added 9 hours ago
UF
Program Manager (RECE)
Umbrella Family and Child Centres of Hamilton
Hamilton, ON
- Full-time
…while contributing to the growth and success of a dynamic multi-site…
Added 10 hours ago
Junk Removal and Customer Service
1-800-GOT-JUNK?
Vancouver, BC
Lead pricing conversations, close on-site sales, and deliver clear estimates
Added 10 hours ago
Site Security Coordinator
EBC Inc.
Ottawa, ON
We are currently looking to add a Site Security Coordinator to the team in Ottawa.
Added 12 hours ago
PD
Contents Handler
Paul Davis Restoration of the National Capital Region, VA
Sudbury, ON
- Full-time
…with a traumatic event, but you will love being a Contents Manager if you take pride in your work and have fun while working with others. You will be practicing continuous improvement every…
Added 13 hours ago
TG
Production Supervisor
Trench Group
Toronto, ON · Scarborough, ON
- Full-time
Scarborough, ON | Full-Time (On-Site) | Senior (5+ years)
Added 13 hours ago
S
Manager, Regional Business Management and Planning (English/Spanish) - International Banking
Scotiabank
Toronto, ON
- Full-time
The Manager, Regional Business Management and Planning supports the execution of International Commercial Banking’s planning and performance management activities across the region. The…
Added 13 hours ago
Regional Environmental Manager, Environmental Assurance and Protection (EAP)
Amazon
Ajax, ON · Brampton, ON · Caledon, ON · Hamilton, ON · Mississauga, ON · Toronto, ON
Our team is seeking a Regional Environmental Manager (REM) who will lead and drive environmental operational excellence across Amazon sites in the Ontario area. The REM is an individual…
Added 14 hours ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 14 hours ago
HH
Senior Web Designer
Health Hue Digital
Remote, Canada
- Full-time
- Remote
…role focused on designing and delivering exceptional, high-performance landing pages at scale, alongside full website design…
Added 15 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 18 hours ago
TL
Manager, Commercial Expansion
Teli Labs
Vancouver, BC
- Full-time
We’re looking for a thoughtful, curious, and driven Sales Manager to lead a team of Commercial Account Executives focused on growing existing customer relationships. You’ll coach and…
Added 18 hours ago
TL
Manager, Commercial Expansion
Teli Labs
Toronto, ON
- Full-time
We’re looking for a thoughtful, curious, and driven Sales Manager to lead a team of Commercial Account Executives focused on growing existing customer relationships. You’ll coach and…
Added 19 hours ago
CC
café manager
Conversations Coffee House
Revelstoke, BC
- Full-time
Added 20 hours ago
C
Project Manager / EV infrastructure Specialist
Chargnex
Montreal, QC
- Full-time
Role Description The Project Manager / EV Infrastructure Specialist is a full-time, on-site role based in Montreal, QC, responsible for overseeing EV charging infrastructure projects from…

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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