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Added 3 mins ago
SH
Health Care Aide - Certified
Southern Health-Santé Sud
Manitou, MB
- Full-time
Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 3 mins ago
SH
Health Care Aide- Repost
Southern Health-Santé Sud
Altona, MB
- Full-time
Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 3 mins ago
SH
Health Care Aide
Southern Health-Santé Sud
Portage la Prairie, MB
- Full-time
Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 3 mins ago
H
Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Regina, SK
- Full-time
Department: LTC Nursing Unit - South Wing Community
Added 3 mins ago
H
Assessor Coordinator Degree
HealthCareersInSask.ca
North Battleford, SK
- Full-time
Job Description: This position reports to the Primary Health Care Manager or his/her designate and is responsible for the assessment and coordination of Home Care Client services and case…
Added 18 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 18 mins ago
W
DC Associate
Worldpac
Richmond, BC
- $20.5 to $25.5 CAD / hour
- Full-time
…to our customers and suppliers. WORLDPAC fosters a sense of community, connection, and…
Added 34 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 34 mins ago
Retail Territory Sales Representative - Barrie South
Molson Coors
Barrie, ON
In the role of Retail Territory Sales Representative working in the Barrie Territory you will be part of the Ontario Commercial team. This position reports to the District Sales Manager,…
Added 48 mins ago
PT - Residence Support Worker (Vancouver Apartments)
Connective
Vancouver, BC
As appropriate, supports residents towards integration and normal functioning within the community
Added 48 mins ago
FT Residence Worker (Bridge St)
Connective
Victoria, BC
Liaises with staff and volunteers of community and government agencies as required
Added 48 mins ago
Territory Sales Representative
Canadian Federation of Independent Business
Lethbridge, AB
Territory Sales Representative – Lethbridge, AB
Added 49 mins ago
AW
Inside Sales - Hybrid
All Weather at Home
Calgary, AB
- Full-time
We’re currently hiring for an Inside Sales representative to join our Calgary Customer Solutions Centre.
Added 1 hour ago
H
Nurse B - Public Health Nurse
HealthCareersInSask.ca
Humboldt, SK
- Full-time
Job Description: Assists in planning/implementation/evaluation of program activities based on determinants of health, best practice literature & community assessment. Provides health…
Added 1 hour ago
H
Nurse B - Public Health Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
Job Description: Provides health information, crisis intervention and referral through telephone and one-on-one contact, in office and community settings. Provides group educational…
Added 1 hour ago
Advisor Associate - Hamilton
Scotiabank
Hamilton, ON
…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…
Added 1 hour ago
Cook -Cuisinier(ère)- Repost
Winnipeg Regional Health Authority
Ste. Anne, MB
Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 1 hour ago
Home Care Attendant
Winnipeg Regional Health Authority
Portage la Prairie, MB
Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 1 hour ago
Health Care Aide - Certified
Winnipeg Regional Health Authority
Altona, MB
Site: Altona Community Memorial Health Centre
Added 1 hour ago
C
Claims Representative I, Auto
Co-operators
Calgary, AB · Moncton, NB · Guelph, ON · Hamilton, ON · London, ON · Mississauga, ON · Ottawa, ON · Toronto, ON · North York, ON
- Full-time
As the Claims Representative I, Auto, you will investigate, negotiate and settle service claims for the organization. You will contribute to the organization’s client service culture…
Added 1 hour ago
F
Webber - Seasonal Traffic Control Technician - Gormley - Infrastructure Management
Ferrovial
Richmond Hill, ON · ON · CAN - Webber - Infra - York
- Full-time
…people’s lives? At Ferrovial, we are not just a company; we are a community of innovators and trailblazers. Ferrovial is also leading the development of the New Terminal One at JFK…
Added 1 hour ago
F
Webber - Operations Manager - Infrastructure Management
Ferrovial
ON · CAN - Webber - Infra - Niagara
- Full-time
…people’s lives? At Ferrovial, we are not just a company; we are a community of innovators and trailblazers. Ferrovial is also leading the development of the New Terminal One at JFK…
Added 1 hour ago
FB
Customer Service Representative
Farm Boy Inc.
Ottawa, ON
- From $17.95 CAD / hour
- Part-time
Follow all corporate policies and procedures, with a strong focus on Health & Safety, Food Safety, and proper equipment use.
Added 1 hour ago
T&
Senior Project Leader
Turner & Townsend
Ottawa, ON
- Full-time
…high-profile project that will deliver lasting value to a diverse user community while shaping the future of recreation, wellness, and campus…
Added 1 hour ago
MC
BDC REPRESENTITIVE
Mercedes-Benz Country Hills
Calgary, AB
- Full-time
…everything we do. We are currently seeking a Full-Time BDC Representative to support our growing dealership and help deliver an outstanding experience to every guest who connects with our…

Scotiabank

Advisor Associate - Hamilton

Hamilton, ON, L5B 1M2, Canada

Apply About employer

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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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