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Forward Deployed Engineer Intern (FDE)
GeoComply
Vancouver, BC
- Internship
Apply to the FDE track of our STRETCH program. Tell us what you’re good at, what you want to dig into, and why you want to be here.
Added 5 days ago
GeoComply Graduate Rotational Program (Technology)
GeoComply
Vancouver, BC
Landing rotation (months 13 to 18). A team you choose with your manager and the Early Talent Program, often the one you'll stay with full time as you move into a permanent role.
Added 5 days ago
GeoComply Graduate Rotational Program (Customer, Growth, and Operations)
GeoComply
Vancouver, BC
Landing rotation (months 13 to 18). A team you choose with your manager and the Early Talent Program, often the one you'll stay with full time as you move into a permanent role.
Added 5 days ago
EB
Director, Internal Audit (Information Technology)
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
Develop a Risk and Control assessment for each individual audit engagement to guide the development of each audit program.
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Packager - Day shift (7:00am - 3:30pm)
Bimeda
Cambridge, ON
- Full-time
Bimeda’s global innovation program sees six state-of-the art R&D centers across four continents collaborate on an enviable product development pipeline which anticipates the ever-evolving…
Added 5 days ago
LS
Part time Supervisor
Levi Strauss & Co.
Calgary, AB
- Part-time
Proactively resolve consumer concerns in a manner consistent with company policy and with consumer satisfaction in mind. Partner with store manager on elevated consumer issues
Added 5 days ago
BS
Management In Training
Browns Shoes
Ottawa, ON
- Full-time
…potential to grow into a management role. Reporting to the Manager, you'll play a pivotal role in ensuring efficiency, meeting customer expectations, and maximizing sales potential while…
Added 5 days ago
BS
Management In Training
Browns Shoes
Ottawa, ON
- Full-time
…potential to grow into a management role. Reporting to the Manager, you'll play a pivotal role in ensuring efficiency, meeting customer expectations, and maximizing sales potential while…
Added 5 days ago
BS
Management In Training
Browns Shoes
Ottawa, ON
- Full-time
…potential to grow into a management role. Reporting to the Manager, you'll play a pivotal role in ensuring efficiency, meeting customer expectations, and maximizing sales potential while…
Added 5 days ago
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Senior Manager, Guest Communication & Engagement
Armstrong Collective
Vancouver, BC
- Full-time
Reporting to the Director, Guest Engagement & Experience Design, the Senior Manager, Guest Communication & Engagement is responsible for the strategy, governance, delivery, and continuous…
Added 5 days ago
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Beauty Manager, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Full-time
…From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every…
Added 5 days ago
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Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Strathroy, ON
- Full-time
…From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every…
Added 5 days ago
SC
Sales Associate
Staples Canada
Barrie, ON
- Part-time
Calmly de-escalate and assist in complex customer situations to ensure their concerns are addressed effectively or refer to a manager/supervisor.
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Manager, Tax / Directeur(trice), Fiscalité
MNP
Bathurst, NB · Dieppe, NB
- Full-time
Completion of Level 1 of In-depth Tax Program and other specialist development courses
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Manager, Tax
MNP
Stratford, PE · Summerside, PE
- Full-time
Completion of Level 1 of In-depth Tax Program and other specialist development courses
Added 5 days ago
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Resident Engagement Manager
Sienna Senior Living
Belleville, ON
- Full-time
…and caring to life. In this capacity, the Resident Engagement Manager plays a crucial role. Through leadership excellence, the successful candidate will not only manage their department's…
Added 5 days ago
Manager, Ingredient Strategy
HelloFresh
Toronto, ON
The Product Innovation team is looking for a Manager, Ingredient Strategy to own the commercial and operational side of bringing new ingredients to HelloFresh. Supporting the Canadian…
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Project Manager, Ontario Line, Elevated Guideway & Stations
Metrolinx
Canada
- Full-time
The Project Manager, Elevated Guideway and Stations will be responsible for oversight of Technical/Design Services throughout the project lifecycle and accountable to ensure designs are…
Added 5 days ago
Advisor Associate - Hamilton
Scotiabank
Hamilton, ON
…thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and…
Added 5 days ago
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General Manager
Chipotle
Edmonton, AB
- Full-time
Genuine enthusiasm for people development and leading others
Added 5 days ago
Account Executive (Sales) (Medical) (Healthcare) - Winnipeg, Manitoba
Arjo
Winnipeg, MB
An effective customer relationship manager you will have a steadfast desire to satisfy the customer, by taking a “partnership” approach to selling, by listening to and understanding Arjo…
Added 5 days ago
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Clinical Lead (Contract)
T45 Labs
Remote, Canada
- Remote
…brings together physician inventors with T45 Labs’ product development, operations, and clinical and regulatory strategy expertise to advance the device toward broader clinical…
Added 5 days ago
Specialist, Manufacturing Procurement
CONA Services
Brampton, ON
…strategic thinking. This position reports directly into the Senior Manager, Manufacturing…
Added 5 days ago
Specialist, Manufacturing Procurement
CONA Services
Brampton, ON
…strategic thinking. This position reports directly into the Senior Manager, Manufacturing…
Added 5 days ago
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Respiratory Therapy Educator - Full Time
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
…expertise in the support, orientation and competency based skills development of hospital staff. The RT Educator works collaboratively with the interprofessional program team in…

Scotiabank

Advisor Associate - Hamilton

Hamilton, ON, L5B 1M2, Canada

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Job details

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

The Associate provides administrative and operational support to Financial Consultants and Portfolio Managers to ensure high standards of client service. They are responsible for processing client documentation, managing inquiries, and maintaining compliance with regulatory requirements.

Requirements

Candidates must hold a college diploma or university degree in business, commerce, or an equivalent field. Approval as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO) is required.

Skills

Financial Services
Client Service
Administrative Support
Operational Support
Investment Products
Regulatory Compliance
CRM2
Microsoft Office Suite
Account Management
Problem Resolution
Documentation Preparation
Sales Support
Relationship Management
Attention To Detail
Communication

Benefits

Performance Bonus
Employee Share Ownership Program
Pension Plan Matching
Banking Benefits
Health Benefits

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Consultants
Portfolio Managers
Investment Products
CIRO
CRM2
Microsoft Office Suite
Compliance
Regulatory Requirements
Account Management
Wealth Management
Private Banking
Mutual Funds
TFSAs
RRSPs
RRIFs
Estates
Trusts
Client Engagement
Operational Risk
AML
ATF
Sales Support
Administrative Support

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