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Added 2 mins ago
C
Designer - Architectural Solutions
COI
Toronto, ON
- Full-time
…5pm, Monday to Friday, with irregular or extended hours as projects…
Added 17 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
SK · Saskatchewan, Canada
- Full-time
Build the Future With Us – Step into a role where your project leadership truly shapes outcomes. As a Senior Project Manager, you’ll take ownership of complex, meaningful projects supported…
Added 17 mins ago
A
Project Manager - Space & Defense Programs
ABB
Quebec, QC
- Full-time
The successful candidate will be responsible for the execution of complex contractual projects involving the development and delivery of space instruments and payloads. The Project Manager…
Added 17 mins ago
ZS
Senior Application Manager
Zodiac Solutions, Inc
Toronto, ON
- Full-time
Experience in Commercial Banking areas such as Payments and Capital Markets.
Added 17 mins ago
HR
Senior Contracts Specialist
Hughes Recruitment & Strategy Collective
SK · Saskatchewan, Canada
- Full-time
Demonstrated ability to assess contractual and commercial risk within major capital projects and determine the appropriate level of rigour based on project scope, value and risk exposure.
Added 17 mins ago
AM
Procurement Assistant Manager, Facilities
A.P. Moller - Maersk
Mississauga, ON
- Full-time
The Procurement Assistant Manager, Facilities is responsible for driving commercial and execution activities across the Source-to-Contract and Demand-to-Delivery lifecycle for Facilities…
Added 17 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
Winnipeg, MB
- Full-time
Build the Future With Us – Step into a role where your project leadership truly shapes outcomes. As a Senior Project Manager, you’ll take ownership of complex, meaningful projects supported…
Added 17 mins ago
VF
Air Specialist (12-Month Contract)
Vancouver Fraser Port Authority
Vancouver, BC
- Contract
…on air quality and climate change matters. Working with the manager, climate action and air quality, they undertake air components of the Project and Environmental Review process. They also…
Added 17 mins ago
T
Commercial Mortgage Funding Officer
Timbercreek
Toronto, ON
- Full-time
Timbercreek is an active investor, owner and manager of global real estate assets. Founded in 1999, Timbercreek currently manages $10 billion in total assets, including syndicated debt…
Added 17 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
Saskatoon, SK
- Full-time
Build the Future With Us – Step into a role where your project leadership truly shapes outcomes. As a Senior Project Manager, you’ll take ownership of complex, meaningful projects supported…
Added 17 mins ago
GG
Development Manager, Land Development
Great Gulf
Toronto, ON
- Full-time
From our first lot in Cambridge, Ontario, to residential, commercial, and recreational developments in 18 cities across North America, Great Gulf Group has grown into a diversified real…
Added 17 mins ago
TI
Claims Examiner
Temple Insurance Company
Toronto, ON
- Full-time
…reserving and resolving multi-line claims with a primary focus on Commercial Property, COC, and other specialty lines of business in accordance with established company policy and providing…
Added 17 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
Calgary, AB
- Full-time
Build the Future With Us – Step into a role where your project leadership truly shapes outcomes. As a Senior Project Manager, you’ll take ownership of complex, meaningful projects supported…
Added 17 mins ago
Manager, Compliance & Risk Management Marketing
Scotiabank
Toronto, ON
Partner with Canadian and international Compliance Champions and Delegates to promote consistent execution of RCM requirements, Enterprise Compliance projects and regulatory initiatives.
Added 17 mins ago
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (12-Month Contract GWO)
Scotiabank
Toronto, ON
Responsible for participating and delivering on projects as they relate to the overall Derivative Settlements team
Added 17 mins ago
M
Procurement Assistant Manager, Facilities
Maersk
Mississauga, ON
- Full-time
The Procurement Assistant Manager, Facilities is responsible for driving commercial and execution activities across the Source-to-Contract and Demand-to-Delivery lifecycle for Facilities…
Added 18 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
AB · Edmonton, AB
- Full-time
Build the Future With Us – Step into a role where your project leadership truly shapes outcomes. As a Senior Project Manager, you’ll take ownership of complex, meaningful projects supported…
Added 33 mins ago
RA
Product Management Specialist – Medium Voltage
Rockwell Automation
Cambridge, ON · Canada Cambridge (Dundas)
- $63,600 to $79,500 CAD / year
- Full-time
You will report to the Business Manager, Medium Voltage Drives and will work Hybrid in Cambridge, ON.
Added 48 mins ago
TH
Pro Sales Associate Full Time (CARLETON PLACE)
The Home Depot Canada
Carleton Place, ON
- Full-time
…pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your career with us at The…
Added 48 mins ago
RC
Project Manager
Rutherford Contracting Ltd.
Kingston, ON
- Full-time
We are currently seeking a Project Manager to join our Site Division in Kingston, Ontario. This position will manage site development and civil construction projects from start-up through…
Added 48 mins ago
TM
Senior Property Manager
Terracap Management Inc.
Toronto, ON · North York, ON
- Full-time
POSITION: Senior Property Manager (GTA Retail/Commercial Portfolio)
Added 1 hour ago
IC
VP, Operations and Deployment
Ivy Charging Network
Toronto, ON
- Full-time
…successful candidate will move Ivy from managing individual projects to managing repeatable programs at…
Added 1 hour ago
L
Principal Organic Specialist
Legend
Toronto, ON
- Full-time
Drive organic growth: Identify high-impact opportunities and deliver SEO initiatives that improve visibility, traffic and commercial performance.
Added 1 hour ago
EB
Associate Director, Internal Audit AML/ATF/SE
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
…initiatives as assigned. This may involve auditing of certain Bank projects. Notably, the role is expected to be an expert and provide current specialized financial services knowledge with…
Added 1 hour ago
GeoComply Graduate Rotational Program (Technology)
GeoComply
Vancouver, BC
You join a track, then spend 18 months rotating through three teams. In each one you own a real deliverable, with a manager, a clear goal and a showcase at the end.

Scotiabank

Advisor Associate - Hamilton

Hamilton, ON, L5B 1M2, Canada

Apply About employer

Applications open in a new tab.

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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