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Added 1 min ago
FC
Fit4Less Host - East York Town Centre
Fit4Less Canada
Toronto, ON
- Part-time
Informs and works with the manager for progress relating to customer service and escalation support.
Added 1 min ago
FC
Fit4Less Host - Toronto Yonge and Alexander
Fit4Less Canada
Toronto, ON
- Part-time
Informs and works with the manager for progress relating to customer service and escalation support.
Added 1 min ago
FC
Fit4Less Host - Toronto McCaul
Fit4Less Canada
Toronto, ON
- Part-time
Informs and works with the manager for progress relating to customer service and escalation support.
Added 1 min ago
SC
Wireless Sales Supervisor
Staples Canada
Pickering, ON
- Full-time
As the Wireless Sales Supervisor, you are a champion of the customer experience in the wireless department. You help our consumers and business customers achieve their working & learning…
Added 1 min ago
SI
Wireless Sales Supervisor
Staples Inc.
Mississauga, ON
- Full-time
As the Wireless Sales Supervisor, you are a champion of the customer experience in the wireless department. You help our consumers and business customers achieve their working & learning…
Added 1 min ago
SC
Bilingual Strategic Business Development Manager
Staples Canada
QC · QC, Canada
- Full-time
The Strategic Business Development Manager (SBDM) will directly prospect and acquire high value clients in the Enterprise & Mid-Market business space. He or she will place focus and…
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TH
Receiving Associate Part-Time - 7236 Timmins
The Home Depot Canada
Timmins, ON
- Part-time
…receiving to designated staging areas. A successful Receiving Associate must have a high level of work commitment, attention to detail and the ability to learn and follow procedures.…
Added 1 min ago
YA
Bilingual French Inbound Customer Engagement Specialist- Hybrid
Yoh, A Day & Zimmermann Company
Vancouver, BC
- Contract
Bilingual French Inbound Customer Engagement Associate needed for a 4 month contract opportunity with SAP Canada located in Vancouver, BC.
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FC
Fit4Less Host - Mississauga Bristol Road
Fit4Less Canada
Mississauga, ON
- Part-time
Informs and works with the manager for progress relating to customer service and escalation support.
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AI
Service Delivery Manager (French)
Apptoza Inc.
Montreal, QC
- Full-time
Strong customer-facing experience, including stakeholder and escalation management.
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PR
Store Manager
Panda Restaurant Group
Calgary, AB
- Full-time
External hires begin their Panda leadership journey as a Store Managers as part of our General Manager development path. This role is designed to prepare you for success as a future General…
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(CAN) Overnight Assistant Manager
Walmart
New Glasgow, NS
- Full-time
4. Serves Customers as an ambassador for their store by greeting customers, seeking their feedback and ensuring customer needs, complaints, and issues are resolved within Company guidelines…
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(CAN) Staff Pharmacist
Walmart
Calgary, AB
- Full-time
The Staff Pharmacist assists the Pharmacy Manager in all aspects of the Pharmacy Operations. Provides patient care specific to each patient based on feedback received during patient…
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Pearl Vision - Licensed Store Manager 2 - #S474 Toronto, ON
EssilorLuxottica Group
Toronto, ON
The Licensed Store Manager maximizes the store’s sales and profits and achieves patient care objectives through personal selling and effective management of Associates. Ensures that store…
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Pearle Vision - Store Manager 1 - #S473 Toronto, ON
EssilorLuxottica Group
ON · Toronto, ON
The Store Manager is responsible for maximizing the store’s sales and profits and for achieving patient care objectives through personal selling and the effective management of Associates.…
Added 16 mins ago
HP
Maintenance Associate
Hazelview Properties
Toronto, ON
- Full-time
Maintenance Associates report to the Senior Regional Manager and contribute to the successful operations of our apartment complexes. This role is primarily responsible for the general,…
Added 16 mins ago
WC
On-Site Solutions Associate - Canada
White Cap
Brampton, ON
- Full-time
Conducts weekly review with manager to discuss metrics and deliverables and attends customer meetings.
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TH
Receiving Associate Full-Time - 7244 Huntsville
The Home Depot Canada
Huntsville, ON
- Full-time
…receiving to designated staging areas. A successful Receiving Associate must have a high level of work commitment, attention to detail and the ability to learn and follow procedures.…
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TH
Receiving Associate Associate Full Time - 7119 Skyview
The Home Depot Canada
AB · Edmonton, AB
- Full-time
…receiving to designated staging areas. A successful Receiving Associate must have a high level of work commitment, attention to detail and the ability to learn and follow procedures.…
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TH
Tool Rental Sales Associate - Part Time (Collingwood)
The Home Depot Canada
Collingwood, ON
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
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TH
Overnight Freight Associate Part-Time - SARNIA
The Home Depot Canada
Sarnia, ON
- Part-time
…create a pleasant and safe shopping environment, and providing customer service as required by customer demand. In addition, most Freight Team Associates operate reach trucks, forklifts and…
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TH
Receiving Associate Full-Time - 7222 Fort Saskatchewan
The Home Depot Canada
Fort Saskatchewan, AB
- Full-time
…receiving to designated staging areas. A successful Receiving Associate must have a high level of work commitment, attention to detail and the ability to learn and follow procedures.…
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Customer Experience Associate
TD
Brampton, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
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T
Personal Banking Associate
TD
Dauphin, MB
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
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T
Personal Banking Associate Trainee - Korean Language Skills Considered an Asset
TD
Coquitlam, BC
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…

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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