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Added 13 hours ago
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Satellite Flight Software (FSW) Systems Engineer
MDA
Sainte-Anne-de-Bellevue, QC
- Full-time
Update traceability links in the requirements‑management system and flag any inconsistencies to the configuration manager.
Added 13 hours ago
P&
Gestionnaire de projets stratégiques de la chaîne d’approvisionnement / Project Manager Strategic Supply Chain Projects
Pratt & Whitney
Longueuil, QC
- Full-time
…passagers et de marchandises aux services médicaux d’urgence, aux opérations humanitaires et à la lutte contre les feux de forêt, partout dans le…
Added 13 hours ago
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Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (18-Month Contract GWO)
Scotiabank
Toronto, ON
- Contract
…clients, counterparties, Sales and Trading, Product Control, Technology, other operations…
Added 13 hours ago
CN
Manager, Waste Program Oversight
Canadian Nuclear Laboratories
Pinawa, MB
- Full-time
…decommissioning, and long-term waste management objectives? If so, the Manager, Waste Program Oversight role at CNL is key to enabling regulatory compliance and supporting important waste…
Added 13 hours ago
CN
Manager, Waste Technical Services
Canadian Nuclear Laboratories
Pinawa, MB
- Full-time
…decommissioning and long-term waste management outcomes? If you do, the Manager, Waste Technical Services plays a critical role in enabling safe, efficient, and compliant waste management…
Added 13 hours ago
CN
Performance Assurance Specialist
Canadian Nuclear Laboratories
Pinawa, MB
- Full-time
Evaluating program effectiveness through assessments, validation studies, and performance measurement activities.
Added 13 hours ago
FH
Licensed Practical Nurse, Full Scope - Langley Memorial Hospital
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $32.84 to $44.96 CAD / hour
- Full-time
Under the direction of the Manager, Clinical Operations or designate and in collaboration as a member of a multidisciplinary team; performs assessments, plans, implements and evaluates…
Added 13 hours ago
KD
Territory Sales Representative
Keurig Dr Pepper Canada
Calgary, AB
- $67,800 to $77,000 CAD / year
- Full-time
Actual placement within the compensation range may vary depending on experience, skills, and other factors. Annual bonus based on performance and eligibility. Benefits, subject to…
Added 13 hours ago
Technology- Manager, Infrastructure
Wesgroup
Vancouver, BC
We’re looking for a Manager, Infrastructure to lead the strategy, security, reliability, and evolution of Wesgroup’s technology infrastructure across a diverse operating environment.
Added 13 hours ago
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Expediter
TTM Technologies
Toronto, ON
- Full-time
TTM Technologies, Inc. is a leading global manufacturer of technology products, including mission systems, radio frequency (“RF”) components, RF microwave/microelectronic assemblies, and…
Added 13 hours ago
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Manager, DT&PMI , Operational Due Diligence
Deloitte
Toronto, ON
- Full-time
As a Manager, you will work with clients across all industry sectors primarily during the pre-deal diligence stage within the M&A deal lifecycle, providing services including: operational…
Added 13 hours ago
AM
Procurement Assistant Manager, Facilities
A.P. Moller - Maersk
Mississauga, ON
- Full-time
Working closely with Operations, Finance, Accounts Payable, Legal, Technology, Vendor Master Data Management and other stakeholders, the role will help streamline the end-to-end procurement…
Added 13 hours ago
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Senior Systems Engineer
Aviso
Vancouver, BC
- $100,000 to $120,000 CAD / year
- Full-time
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Added 13 hours ago
JC
Plant Quality Manager
Johnson Controls
Nisku, AB
- Full-time
…auditing, compliance, and strategic leadership. The Quality Manager will partner with Operations, Engineering, Supply Chain, Program Management, and Executive Leadership to improve…
Added 13 hours ago
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (12-Month Contract GWO)
Scotiabank
Toronto, ON
…clients, counterparties, Sales and Trading, Product Control, Technology, other operations…
Added 13 hours ago
AW
Senior Systems Engineer
Aviso Wealth
Remote, Canada
- $100,000 to $120,000 CAD / year
- Full-time
- Remote
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Added 13 hours ago
M
Procurement Assistant Manager, Facilities
Maersk
Mississauga, ON
- Full-time
Working closely with Operations, Finance, Accounts Payable, Legal, Technology, Vendor Master Data Management and other stakeholders, the role will help streamline the end-to-end procurement…
Added 14 hours ago
RA
Product Management Specialist – Medium Voltage
Rockwell Automation
Cambridge, ON · Canada Cambridge (Dundas)
- $63,600 to $79,500 CAD / year
- Full-time
As a Product Management Specialist at Rockwell Automation, you will support the development and execution of product and marketing strategies for our Medium Voltage Drive products with…
Added 14 hours ago
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Relationship Manager Commercial Accounts
RBC
Laval, QC
- Full-time
- Ability to complete needs-based discovery and solution development to provide Commercial clients with advice for their day-to-day banking operations
Added 14 hours ago
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New Accounts Administrator
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Added 14 hours ago
SP
Digital Experience & Customer Marketing Specialist
Superior Propane
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
Support Customer Experience, Retention, Operations, and Technology teams in identifying customer pain points and improving digital journeys, self-service processes, and overall customer…
Added 14 hours ago
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Lot Associate - OpenRoad Toyota Richmond
OpenRoad Auto Group
Richmond, BC
- Full-time
Exclusive perks and benefits, including a Discounted Vehicle Purchasing Program, RRSP matching, and referral bonuses
Added 14 hours ago
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Director, Internal Audit (Information Technology)
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
…findings and recommendation process for various Information Technology audits across the Bank, with a focus on Cyber Security and Artificial Intelligence. The incumbent will also be…
Added 14 hours ago
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Senior Manager, Guest Communication & Engagement
Armstrong Collective
Vancouver, BC
- Full-time
As a key people leader, the Senior Manager translates business strategy into actionable plans, fosters a high-performing and collaborative team culture, and builds strong partnerships…
Added 14 hours 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…

Scotiabank

Advisor Associate - Hamilton

Hamilton, ON, L5B 1M2, Canada

Apply About employer

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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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