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Added 3 mins ago
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Senior Systems Engineer
Aviso
Vancouver, BC
- $100,000 to $120,000 CAD / year
- Full-time
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 3 mins ago
GF
Office Manager
Greenstone Financial Services Canada
Toronto, ON · North York, ON
- $50,000 to $60,000 CAD / year
- Full-time
We are looking for a highly organized, proactive, and service-oriented Office Manager to take ownership of the day-to-day operations, facilities, and overall experience of our Greenstone…
Added 3 mins ago
MH
Assistant Store Manager | Orchard Park
Michael Hill
Kelowna, BC
- Full-time
Join Michael Hill Orchard Park as an Assistant Store Manager and bring your passion for sales, customer service, and team leadership to a supportive retail environment. Help drive results,…
Added 3 mins ago
R&
Commercial Banking Manager - North York
Robertson & Company Ltd.
Toronto, ON · North York, ON
- Full-time
Our client is one of Canada's leading financial institutions dedicated exclusively to supporting entrepreneurs. They provide flexible financing, strategic advisory services, and growth…
Added 3 mins ago
GD
Associate Director - Field Operations
Globalfaces Direct
Toronto, ON · North York, ON
- Full-time
Field Infrastructure & Territory Management: Oversee office lifecycle management across North America. Work with Client Success Managers and field leadership to manage team/campaign…
Added 3 mins ago
K
PRODUCT MANAGER
Kablamo
Toronto, ON
- Full-time
…well organized and deliver truly valuable outcomes. As Product Manager, you’re the strategic leader, partnering with clients to shape product vision and strategy and keeping the team…
Added 4 mins ago
Income Officer - Automotive Finance - 18 months contract - Anjou, Quebec or Hamilton, Ontario
Scotiabank
QC · Anjou, QC
Contributes to the overall success of the Income department of the Dealer Centre of Excellence in Canada ensuring specific individual goals, plans, initiatives are executed and delivered in…
Added 4 mins ago
Income Officer - Automotive Finance - 18 months contract - Anjou, Quebec
Scotiabank
QC · Anjou, QC
Contributes to the overall success of the Income department of the Dealer Centre of Excellence in Canada ensuring specific individual goals, plans, initiatives are executed and delivered in…
Added 4 mins ago
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (12-Month Contract GWO)
Scotiabank
Toronto, ON
Contributes to the overall success of Derivative Settlements Operations / Settlements and Clearing in Canada ensuring specific individual goals, plans, initiatives are executed / delivered…
Added 4 mins ago
Branch Manager - Long Pond, Newfoundland
Scotiabank
Conception Bay South, NL
As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the…
Added 4 mins ago
LA
Media Analytics & AdOps Manager
Level Agency
Remote, Canada
- Remote
As a Media Analytics & AdOps Manager on Level’s Programmatic team, you’ll own campaigns end to end: clean setups, reliable tracking, smart in-platform trading, and reporting that drives…
Added 4 mins ago
AW
Senior Systems Engineer
Aviso Wealth
Remote, Canada
- $100,000 to $120,000 CAD / year
- Full-time
- Remote
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 4 mins ago
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Manager, External Financial Advisory
MNP
Calgary, AB
- Full-time
Make an impact with our External Financial Advisory team as a Manager. This diverse team of professionals directly contributes to the success of the firm by supporting external clients. As…
Added 19 mins ago
HS
Nurse - Temporary Casual 6 months
Hopewell Support Services
Ariss, ON
- Part-time
Competitive regular hourly wage rate for hours worked range between $29.21 - $35.05 and flexible work schedule based on client & staff needs.
Added 19 mins ago
VE
Senior Project Manager - Industrial Water
Veolia Environnement SA
Oakville, ON
- Full-time
The Project Manager (PM) guides a team of engineers and professionals that design, build and manage complex water treatment projects. In this role, the PM is responsible for the overall…
Added 19 mins ago
HS
Nurse - Temporary Part Time
Hopewell Support Services
Ariss, ON
- Part-time
Competitive regular hourly wage rate for hours worked range between $29.21 - $35.05 and flexible work schedule based on client & staff needs.
Added 19 mins ago
R
Relationship Manager Commercial Accounts
RBC
Laval, QC
- Full-time
By joining RBC as a Relationship Manager, Commercial Accounts, you open the door to an exciting career in Commercial Banking. You will provide business and financial advice and manage a…
Added 19 mins ago
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SR&ED and Incentives, Senior Manager
PwC
Toronto, ON
- Full-time
…business issues related to tax credits and incentives. As a Senior Manager and experienced Scientific Research & Experimental Development (SR&ED) and government incentives practitioner, you…
Added 19 mins ago
R
Relationship Manager, Commercial Financial Services - Agriculture
RBC
Mississippi Mills, ON
- Full-time
…highly-developed experience with financial analysis, credit, and client acquisition takes center stage. Your finely honed solution-development skills, combined with your innate salesmanship…
Added 19 mins ago
Gestionnaire senior de l'engagement | Sr Engagement Manager, Services professionnels du secteur public | Public Sector Professional Services
Amazon
Montreal, QC
…d'affaires. Vous devrez mettre à profit vos compétences en relation client et votre sens technique pour comprendre les exigences des clients et les accompagner dans la mise en œuvre de…
Added 34 mins ago
A
New Accounts Administrator
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
Meets or exceed partner & client expectations in day-to-day dealings, demonstrating an understanding of the impact to partners and clients of your work
Added 34 mins ago
T
Customer Success Manager, North America
tripstack
Vancouver, BC
- Full-time
We are seeking a customer-centric Customer Success Manager with strong organizational and communication skills to join our growing B2B team. This is not a sales role - the focus is the…
Added 34 mins ago
T
Customer Experience Associate
TD
Brampton, ON
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 34 mins ago
T
Personal Banking Associate
TD
Dauphin, MB
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 34 mins ago
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Personal Banking Associate Trainee - Korean Language Skills Considered an Asset
TD
Coquitlam, BC
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…

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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