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Private Client Associate
Akkodis
Toronto, ON
Contract
Support Private Client Service Associates and Portfolio Managers on client requests.
Added 1 day ago
Associate, Private Client Group
Beutel, Goodman & Company Ltd.
Toronto, ON
Full-time
The Associate will work closely with Portfolio Managers to support high-net-worth clients within the Beutel Goodman Private Client Group (PCG). As a key contact for administrative matters,…
Private Client Associate
RBC
Quebec, QC
Full-time
…members of the team in providing daily portfolio maintenance administration and superior service to high-net-worth clients of RBC Phillips, Hager & North Investment Counsel…
Private Client Associate
Royal Bank of Canada
Quebec, QC
Full-time
…members of the team in providing daily portfolio maintenance administration and superior service to high-net-worth clients of RBC Phillips, Hager & North Investment Counsel…
Private Client Associate- EN
RBC
Quebec, QC
Full-time
…members of the team in providing daily portfolio maintenance administration and superior service to high-net-worth clients of RBC Phillips, Hager & North Investment Counsel…
Added 12 hours ago
Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
Full-time
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides…
Client Service Associate, Private Wealth
BMO
Toronto, ON · CLAIRE
Full-time
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Private Equity Fund Administration - Associate
JPMorgan Chase & Co.
Toronto, Ontario
Full-time
You will be involved in daily client interactions where you will manage expectations, balance multiple priorities and work in a team setting to deliver accurate and timely reporting to…
Client Coordinator (Private Tax), Senior Associate (Bilingual FR/EN)
PwC
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB · Saint John, NB · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · Vaughan, ON · Waterloo, ON · Windsor, ON · Montreal, QC · Quebec, QC
Full-time
Entrepreneurial & Private Business (EPB) - Private Clients
Senior Associate, Private Banker, International Private Banking - Toronto, ON
Scotia Wealth Management
Toronto, ON
Full-time
The Senior Associate Private Banker is a role focused on junior portfolio management. The role is designed to provide a successful incumbent with the necessary skills and experience to…
Senior Associate, Private Banker, International Private Banking - Toronto, ON
Scotiabank
Toronto, ON
The Senior Associate Private Banker is a role focused on junior portfolio management. The role is designed to provide a successful incumbent with the necessary skills and experience to…
Manager, Associate Private Bankers
Scotiabank
Saskatoon, SK
As a leader of an Associate Private Banking team the incumbent contributes to the Private Banking’s success through leading the delivery of sound advice and administration of the Private…
Associate - Client Relations
RPIA
Toronto, ON
Full-time
We are currently seeking a full-time permanent Associate to join our Client Relations team.
Senior Associate, Client Experience
Wellington-Altus
Vancouver, BC
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Private Wealth Associate
Power Staffing Solutions
Toronto, ON · Greater Toronto Area, Canada
Full-time
We are looking for an Associate, Private Wealth to join their Toronto team. This is a hands-on analytical and operational role supporting both Private Wealth and Tax & Estate Planning, with…
Added 2 days ago
Associate, Private Wealth
Fiera Capital
Calgary, AB
Full-time
Under the supervision of the Senior Investment Counsellor and Head of Private Wealth Western Canada, the Associate is primarily responsible for providing a very high quality, personalized…
Associate Private Banker
Scotiabank
Edmonton, AB
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Associate Private Banker - Vancouver
Scotiabank
Vancouver, BC
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Private Banking Associate
RBC
Winnipeg, MB
Full-time
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email…
Private Banking Associate
Royal Bank of Canada
Winnipeg, MB
Full-time
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email…
Private Banking Associate
Royal Bank of Canada
Victoria, BC
Full-time
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email…
Private Banking Associate
RBC
Victoria, BC
Full-time
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email…
Client Service Associate London, ON
Scotiabank
London, ON
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,…
Client Service Associate London, ON
Scotia Wealth Management
London, ON
Full-time
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,…
Senior Associate, Nexus, Client Delivery
MUFG Investor Services
Toronto, ON
$72,000 to $105,600 CAD / year
Full-time
The Senior Associate will play a key role in the delivery of fund administration services to private market clients with a focus on private equity structures. This role is responsible for…

Scotia Wealth Management

Client Service Associate London, ON

London, ON, Canada

Job type: Full-time
Apply by: Oct 8, 2026

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The role provides administrative and operational support to Financial Consultants and Portfolio Managers to maintain high service standards for clients. Key duties include processing client documentation, managing meeting schedules, and ensuring adherence to regulatory and internal compliance policies.

Requirements

Candidates must have a college diploma or university degree in business or commerce and be approved as an Investment Representative with CIRO. Knowledge of financial products such as Mutual Funds, RRSPs, and TFSAs, along with proficiency in Microsoft Office and CRM2, is required.

Experience

2 to 5 years

Education

associate degree
bachelor degree

Working hours

40 hours per week

Work arrangement

Hybrid

Skills

Administrative Support
Financial Product Knowledge
Regulatory Compliance
CRM2
Microsoft Office Suite
Investment Processing
Customer Service
Document Preparation
Time Management
Problem Resolution
Attention To Detail

Visa sponsorship

Not detected in the job text

Keywords

CIRO
Investment Representative
CRM2
Mutual Funds
RRSPs
RRIFs
TFSAs
RESPs
Estates
Trusts
Financial Services
Wealth Management
Compliance
AML
ATF
Sanctions
Microsoft Office
Client Service
Operational Support

Original job description

Requisition ID: 272422

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Client Service 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 matter.
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 to
Use 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

#SWM

Location(s): Canada : Ontario : London (ON)

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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