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Added 15 mins ago
S
Associate Customer Success Manager - French
ServiceNow
Montreal, QC
- Full-time
You will operate as a confident advisor - overriding agent-recommended plays where customer context demands, leading Customer Business Reviews at Director and Manager level, and translating…
Added 28 mins ago
IW
Senior Manager, Business Development
IG Wealth Management
AB · Alberta, Canada
- Full-time
The Role: As the Senior Manager, Business Development, you will be a hands-on, internally focused member of the Business Development team. You will lead the planning and delivery of advisor…
Added 28 mins ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
…individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing…
Added 45 mins ago
A
Sales Lead, Canada Public Sector
Anthropic
ON · Ontario, Canada
- Full-time
Drive new business and revenue growth across the Canadian public sector, with the Government of Canada as the primary focus and provincial/territorial governments, crown corporations, and…
Added 45 mins ago
CK
Advertising Executive
Castanet Kamloops
Kamloops, BC
- Full-time
Prospecting is key. Calling on businesses to set up meetings to learn about THEIR business. We have a trainable process that includes Castanet’s sales process and support from a dedicated…
Added 59 mins ago
OI
HVAC Parts Outside Sales Representative
Olympic International Sales Limited
North Vancouver, BC
- Full-time
Olympic International's Parts Division is seeking a motivated and customer-focused Outside Sales Representative to join our growing team. In this role, you will build and strengthen…
Added 59 mins ago
HH
HVAC Sales Representative
Hammer's Heating & Cooling
Pitt Meadows, BC
- $41,600 to $140,000 CAD / year
- Full-time
At Hammer's, sales is about helping homeowners make informed decisions, not pressuring them into products they do not need. You will receive company-generated opportunities while having the…
Added 1 hour ago
TS
Vendor Business Manager, HPI Personal Systems and Services | Gestionnaire des affaires partenaires, systèmes personnels et services HPI
TD SYNNEX Canada ULC
Mississauga, ON
- $61,000 to $78,000 CAD / year
- Full-time
Integrate sales forecasts into future purchasing plans to support business growth and customer demand.
Added 1 hour ago
CG
Director of Marketing, Defence
Calian Group
Ottawa, ON
- Full-time
Support Defence growth and business planning by aligning marketing priorities and investments with customer needs, strategic pursuits, government engagement, and business development…
Added 1 hour ago
SS
HVAC Parts Outside Sales Representative
Sprung Studios - UX-UI Design
Vancouver, BC
- Full-time
Olympic International's Parts Division is seeking a motivated and customer-focused Outside Sales Representative to join our growing team. In this role, you will build and strengthen…
Added 1 hour ago
R
Financial Advisor
RBC
Moose Jaw, SK
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 1 hour ago
BC
Dynamics 365 F&O Project Management & Accounting Consultant
BDO Canada
Canada
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client ERP implementations, with a focus on Dynamics 365 F&O Project Management and Accounting (PMA)
Added 1 hour ago
WF
Insurance Broker
Western Financial Group
Watrous, SK
- Full-time
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers,…
Added 1 hour ago
BB
Mobile Sales Associate (Seasonal)
Best Buy Canada
Vaughan, ON
- Part-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…
Added 1 hour ago
WF
Insurance Advisor
Western Financial Group
Sparwood, BC
- Full-time
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers,…
Added 1 hour ago
Manager, Product Management
The Canada Life Assurance Company
London, ON · Toronto, ON
…serve as a subject matter expert for segregated fund products and solutions within Individual wealth. This role is responsible for the delivery of product positioning, marketing content,…
Added 2 hours ago
M
Manager, External Financial Advisory
MNP
Calgary, AB
- Full-time
…success of the firm by supporting external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 2 hours ago
R
Financial Advisor
RBC
Wellington North, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 2 hours ago
HP
Sales Associate / Interior Designer
HR Partnering
Toronto, ON
- Full-time
Giorgetti Toronto is building its opening team, and we are looking for an experienced Sales Associate to join us.
Added 3 hours ago
Senior Financial Advisor Nelson Road Branch - Saskatoon SK
Scotiabank
Saskatoon, SK
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 3 hours ago
Advisor Associate - Hamilton
Scotiabank
Hamilton, ON
…individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing…
Added 3 hours ago
Financial Advisor - Stony Plain, AB
Scotiabank
Stony Plain, AB
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 3 hours ago
Senior Financial Advisor - Oromocto, NB
Scotiabank
Oromocto, NB
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 3 hours ago
ScotiaMcLeod Administrative Associate
Scotiabank
White Rock, BC
As an Administrative Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing…
Added 3 hours ago
S
Paid Services Beauty Advisor II - Part Time
Sephora
Brantford, ON
- Part-time
Drive Service, Sales & Business Results Leverage service appointments to identify client needs, recommend products and routines, convert services into product sales, and contribute to store…

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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