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Added 10 mins ago
A
Copy of Senior Vice President, Energy
AECOM
Calgary, AB
- $300,000 to $350,000 CAD / year
- Full-time
…the future of our Energy business. Serving as the Canadian representative on our Americas Energy leadership team, you will work closely with Energy leaders across the United States and…
Added 10 mins ago
G&
Forward Deployed AI Engineer
Groom & Associés / Associates
Montreal, QC · Greater Montreal Metropolitan Area
- $140,000 to $180,000 CAD / year
- Full-time
Our client is an established international software company specializing in retail supply-chain planning and optimization, with solutions delivered through a combination of technology and…
Added 10 mins ago
C
Financial Services Representative
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 hour ago
UO
Team Lead, VFMP Patient Program
University of British Columbia
Vancouver, BC · VCH | Vancouver General Hospital - Gordon and Leslie Diamond Health Care Centre (VGHHCC)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
…practical skills-development in collaboration with partners who are representative of those community members the students will serve in clinical practice. This includes engaging with…
Added 1 hour ago
C
Business Development Associate
Corpay
Toronto, ON
- Full-time
Collaborative - Working with people and are skilled at facilitating strong client and internal relationships.
Added 1 hour ago
A
Développeur Full Stack (Java, Angular) / Full Stack Developer (Java, Angular)
Akkodis
Montreal, QC
- Contract
The engagement involves building scalable, secure, and high-performing solutions while collaborating with cross-functional teams and contributing to continuous improvement initiatives.
Added 2 hours ago
S
Financial Advisor, Investment & Retirement Planning - Timberlea, Fort McMurray, Alberta
Scotiabank
Fort McMurray, AB
- Full-time
Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Added 2 hours ago
DH
Creative Services Advisor
De Havilland Aircraft of Canada Limited
Calgary, AB
- Full-time
Community engagement and sponsorship event visuals
Added 2 hours ago
H
Director Progam Planning & Support
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…to enable an innovative and positive working climate and a client-centric culture. The Director must work cross functionally within the portfolio and across the organization to support…
Added 2 hours ago
TU
Team Lead, VFMP Patient Program
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
…practical skills-development in collaboration with partners who are representative of those community members the students will serve in clinical practice. This includes engaging with…
Added 3 hours ago
C
Financial Service Representative ( Cantonese )
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 3 hours ago
C
Financial Services Representative II
CIBC
Oshawa, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 3 hours ago
C
Financial Services Representative II
CIBC
Calgary, AB
- Full-time
You will be joining the Personal and Business Banking team, as the Financial Services Representative II you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference…
Added 3 hours ago
C
Contact Centre Representative (Credit Counsellor, Client Account Management)
CIBC
Toronto, ON
- Full-time
Client engagement – Speak with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit,…
Added 3 hours ago
Financial Advisor, Investment & Retirement Planning - Timberlea, Fort McMurray, Alberta
Scotiabank
Fort McMurray, AB
Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Added 3 hours ago
IS
AI Solutions Architect
Iris Software Inc.
Toronto, ON
- Contract
Serve as the primary Iris representative and point of contact for the client initiative.
Added 3 hours ago
C
Financial Services Representative II
CIBC
Mississauga, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 3 hours ago
C
Client Associate
CIBC
Calgary, AB
- Full-time
Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team…
Added 3 hours ago
H
Director Progam Planning & Support
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…to enable an innovative and positive working climate and a client-centric culture. The Director must work cross functionally within the portfolio and across the organization to support…
Added 4 hours ago
G
Senior Design Project Manager
GagaMuller
Regina, SK
- Full-time
…Commissioning Managers, Design Consultants, Contractors, and Client Representatives, you will oversee design strategy, programme integration, technical governance, risk management, and…
Added 4 hours ago
Creative Services Advisor
Westerkirk
Calgary, AB
Community engagement and sponsorship event visuals
Added 5 hours ago
D
Business Development Manager | Toronto
Digicast
Toronto, ON
- Full-time
This role is focused on new client acquisitions, with a strong emphasis on proactive prospecting and outreach.
Added 8 hours ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Burlington, ON
- Full-time
…Ontario are currently recruiting a full-time Pre-Planning Sales Representative to join our Sales…
Added 8 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, QC
- Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance,…
Added 17 hours ago
JC
Sales Associate, Yorkdale Shopping Center
Jimmy Choo
Toronto, ON
- $19 to $21 CAD / hour
- Full-time
…have a drive to achieve results and a passion for customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting…

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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