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MF
Commercial Sales Training Manager
McCain Foods
Toronto, ON
- Full-time
The Commercial Training Manager is part of the Foodservice commercial organization and reports to the Senior Director, Strategy & Execution – Foodservice. This role partners closely with…
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D
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…
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SC
Bilingual Strategic Business Development Manager
Staples Canada
QC · QC, Canada
- Full-time
The Strategic Business Development Manager (SBDM) will directly prospect and acquire high value clients in the Enterprise & Mid-Market business space. He or she will place focus and…
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Commercial Banking Manager - North York
Robertson & Company Ltd.
Toronto, ON · North York, ON
- Full-time
…recognized for investing in its people through ongoing leadership development, career progression, and a collaborative, entrepreneurial…
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Service Manager
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Langley (District), BC · Langley, BC
- Full-time
Cintas is seeking a Service Manager to directly manage our customer facing Service team. Responsibilities include hiring and performance management; managing the overall performance of a…
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EH
Hotel General Manager
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Nanaimo, BC
- Full-time
Are you a visionary Hotel General Manager or a seasoned Assistant General Manager ready for your next opportunity? Join the Inn on Long Lake and lead a hotel with an outstanding workplace…
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Strategic Account Manager - Packaged Gases
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- Full-time
Strategic Account Manager - Packaged Gases (temps plein)
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Vice-président(e) exécutif(ve), Développement des affaires - Montréal | Executive Vice President, Business Development - Montreal
Equans Services Canada & US
Montreal, QC
- Full-time
…through market expansion, new customer acquisition, strategic account development, and the positioning of Equans as a market leader in technical services, energy solutions, decarbonization,…
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CL
Account Manager, National Accounts - Hybrid - Markham, Ontario, Canada
ClaimsPro LP
Markham, ON
- Full-time
We have an existing opportunity to add a full-time Account Manager to our team!
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PR
Store Manager
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Calgary, AB
- Full-time
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Manager, Actuarial, Operational Performance Analytics
Intact FC
Montreal, QC · Saint-Hyacinthe, QC
- Full-time
Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more
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Aerospace Account Manager - Toronto
Dodge Industrial
Toronto, ON
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(CAN) Overnight Assistant Manager
Walmart
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- Full-time
To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales.
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Senior Legal Counsel, Technology & Commercial
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Account Manager
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Mississauga, ON
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Business Development Sr. Manager-Warehouse as a Service
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- Full-time
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Account Manager, National Accounts - Hybrid - Markham, Ontario, Canada
SCM Services d’assurances
Markham, ON
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Vancouver, BC
Job Posting Title: Business Development Manager, Road
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Claims Examiner, Group Life and Disability
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- Full-time
Educational assistance and career development.
Added 15 mins ago
FC
Data Entry
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Educational assistance and career development.
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RB
Trade Sales Planning Manager
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Toronto, ON
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…recommendations for senior and executive leadership. The Sr. Manager will challenge assumptions, identify emerging risks and opportunities, and drive organizational alignment around one…
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RA
Product Management Specialist – Medium Voltage
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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…
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Retail Territory Sales Representative - Barrie South
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…Commercial team. This position reports to the District Sales Manager, and is responsible for achieving volume and distribution targets for our continued success in the…
Added 30 mins ago
A
New Accounts Administrator
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Vancouver, BC
- $46,000 to $55,000 CAD / year
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Processing new account set up in conjunction with Service Level Agreements and giving consideration when processing top tier Credit Unions

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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