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Added 18 mins ago
TW
Senior Financial Advisor
Thrive Wealth Management
Regina, SK
- Full-time
Senior Financial Advisor - Member Contact Centre
Added 18 mins ago
R
Banking Advisor
RBC
Hanover, ON
- Full-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 33 mins ago
CC
Senior Financial Advisor
Conexus Credit Union
Regina, SK
- Full-time
Senior Financial Advisor - Member Contact Centre
Added 33 mins ago
RP
Senior Manager
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Build and maintain strong client relationships while serving as a key business advisor
Added 33 mins ago
M
Manager, External Financial Advisory
MNP
AB · 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 1 hour ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
…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…
Added 1 hour ago
FN
IPC Lead Advisor, Infection Prevention and Control
First Nations Health Authority
Vancouver, BC · Metro Vancouver A, BC
- Full-time
Title: IPC Lead Advisor, Infection Prevention and Control
Added 1 hour ago
A
Advisor, Internal Communications - Temporary contract
Altasciences
Laval, QC
- Full-time
The Advisor, Internal Communications will be a key contributor to the Internal Communications department whose objective is to develop internal communications strategies and implement plans…
Added 1 hour ago
Customer Data Technician (Student Position)
The Canada Life Assurance Company
Winnipeg, MB · Kitchener, ON · Ottawa, ON
…streamline data processes, and maintain the integrity of client and advisor information across the…
Added 1 hour ago
IS
Senior Financial Advisor (Chemainus Branch)
Island Savings
Chemainus, BC
- $56,800 to $72,800 USD / year
- Full-time
We are currently seeking a Senior Financial Advisor to join our team.
Added 1 hour ago
IS
Financial Advisor (Woodgrove Branch)
Island Savings
Nanaimo, BC
- $52,400 to $65,600 USD / year
- Full-time
We are currently seeking a Financial Advisor to join our team.
Added 1 hour ago
HH
HVAC Sales Representative
Hammer's Heating & Cooling
Pitt Meadows, BC
- $41,600 to $140,000 CAD / year
- Full-time
We are looking for an experienced HVAC Sales Representative/Comfort Advisor to help homeowners choose heating and cooling solutions that meet their needs, homes, and budgets. This is a…
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
As a Vendor Business Manager (VBM) supporting HP Inc. (HPI) Personal Systems & Services, you will play a key role in driving business growth, profitability and strategic vendor…
Added 2 hours ago
HS
Senior Advisor, Psychological Health & Safety (PHS)
Health Shared Services
AB · Alberta, Canada
- Full-time
…empowered to do their best work. We're looking for a Senior Advisor, Psychological Health & Safety (PHS) to join our People Experience team. This is a unique opportunity to work with a…
Added 2 hours ago
UO
Marketing and Communications Coordinator, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Added 2 hours ago
CL
Customer Data Technician (Student Position)
Canada Life
Ottawa, ON
- Full-time
…streamline data processes, and maintain the integrity of client and advisor information across the…
Added 2 hours ago
N(
Strategic Procurement Specialist
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
Added 2 hours ago
W
Advisor, Personal Insurance
Waypoint
Port Hardy, BC
- $45,000 to $70,000 CAD / year
- Full-time
The Advisor, Personal Insurance [Renewal] will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include…
Added 2 hours ago
R
Financial Advisor
RBC
Moose Jaw, SK
- Full-time
Flexibility, eagerness to learn, strong personal ethics, and a drive to succeed
Added 2 hours ago
SE
Intake Advisor - Health and Wellness
Suncor Energy
Calgary, AB
- Full-time
Generous time-off: enjoy generous paid vacation time and personal time-off to recharge and maintain a healthy work-life balance
Added 2 hours ago
BC
Dynamics 365 F&O Project Management & Accounting Consultant
BDO Canada
Canada
- Full-time
…fosters a people-first culture with a high priority on your personal and professional…
Added 2 hours ago
BC
Microsoft Dynamics 365 F&O Asset Management Consultant
BDO Canada
Canada
- Full-time
…fosters a people-first culture with a high priority on your personal and professional…
Added 2 hours ago
M
Salesforce Functional Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Serve as a trusted technical advisor to delivery teams, helping accelerate business value while protecting platform integrity.
Added 2 hours ago
Bilingual Individual Underwriting Consultant
The Canada Life Assurance Company
ON
Superior technical knowledge in medical, personal and financial underwriting
Added 2 hours ago
VP, Chief Internal Auditor | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Enhance the function’s performance while improving personal performance and career development to provide a professional and reliable audit opinion with the aim of continuous development of…

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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