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Added 20 mins ago
GC
Financial Services Representative I, II, Senior
Global Credit Union
East Branch, NB
- Full-time
Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with…
Added 20 mins ago
GO
Staff Justice of the Peace
Government of Manitoba
Winnipeg, MB
- Full-time
…authority and is responsible for the triage, screening, and processing of court matters in accordance with applicable legislation, regulations, policies, and procedures. The position also…
Added 21 mins ago
M
Summer 2027 Intern - Mortgage Operations Analyst
Manulife
Toronto, ON
- Full-time
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in…
Added 21 mins ago
M
Director, Canadian Product Tax
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…products and for overseeing tax compliance associated with customer taxation. This role provides a unique opportunity to develop broad expertise across a diverse range of financial…
Added 21 mins ago
M
Senior Cloud Engineer
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Added 21 mins ago
M
Actuary, Capital Management
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Added 21 mins ago
KT
Front Counter Sales Representative
Kal Tire
Edmonton, AB
- Temporary
As a Front Counter Sales Representative, you’ll be the first point of contact in the store, helping customers choose the right products and services while keeping things moving. This could…
Added 50 mins ago
CL
Residence Services Representative
Campus Living Centres
Oakville, ON
- Contract
The Residence Services Representative is responsible for responding to student and guest inquiries, service requests, and carrying out daily operational duties. They must be able to listen…
Added 51 mins ago
WP
Associate Customer Service- Contract
Westlake Pipe & Fittings
Woodbridge, ON
- Full-time
Responsible for the processing and tracking of orders received via phone, fax, EDI or mail. Communicates required shipment and delivery schedules to our customers by serving as a liaison…
Added 51 mins ago
S
Business Assistant
SaskPower
Estevan, SK
- Contract
Ability to provide extraordinary customer service for all internal and external customers
Added 51 mins ago
RS
Customer Service Coordinator II
Ryder System, Inc.
Woodstock, ON
- Full-time
The Customer Service Coordinator will support the shop management process through timely customer communications and scheduling, inventory ordering and stocking, repair follow up, and…
Added 51 mins ago
B
Bilingual Customer Service Representative
BD
Mississauga, ON · Oakville, ON · CAN ON - Oakville
- $60,000 to $110,000 CAD / year
- Full-time
As the Bilingual Customer Service Representative (CSR), you will act as the primary point of contact for both internal and external customers and will manage the process of high-volume…
Added 1 hour ago
Customer Service Representative
U-Haul
Winnipeg, MB
…in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face…
Added 1 hour ago
M
Salesforce Functional Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Added 1 hour ago
IR
Inside Sales Representative
Ivaco Rolling Mills
L'Orignal, ON
- Full-time
Forwards trial order information to the Technical Representative and advises customer when material is shipped.
Added 1 hour ago
NC
Client Services Representative
NVA Canada
Westbank, BC
- Full-time
Westbank Animal Care Hospital is looking to add a full time Customer Service Representative (CSR) to our team.
Added 1 hour ago
LP
Airport Parking Cashier - Victoria, British Colombia
LAZ Parking
Victoria, BC
- Part-time
Previous customer service experience required
Added 1 hour ago
GT
Hardgoods Associate (Part-Time)
Giant Tiger
Calgary, AB
- Part-time
…store teams are the heart of our mission, making sure every customer has a great experience and finds the products they need at the right…
Added 1 hour ago
Intermediate Personal Lines Underwriter
Gore Mutual Insurance
Cambridge, ON
…support to our broker partners by managing inbound inquiries and processing referred risks. You’ll assess risks within your delegated authority while ensuring regulatory and compliance…
Added 1 hour ago
Counter Sales
ROBINSON
Steinbach, MB
We know what it means to put the customer first - our business is built upon a tradition of exceptional, individualized customer service. Our employees experience the excitement and…
Added 1 hour ago
KL
Customer Experience Representative
Kawartha Lakes
Kawartha Lakes, ON
- Full-time
The City of Kawartha Lakes invites applications to join our team as a Customer Experience Representative.
Added 1 hour ago
KL
Customer Experience Representative
Kawartha Lakes
Kawartha Lakes, ON
- Full-time
The City of Kawartha Lakes invites applications to join our team as a Customer Experience Representative.
Added 1 hour 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
GM
Intermediate Personal Lines Underwriter
Gore Mutual Insurance
Cambridge, ON
- Full-time
…support to our broker partners by managing inbound inquiries and processing referred risks. You’ll assess risks within your delegated authority while ensuring regulatory and compliance…
Added 1 hour ago
MH
Patient Access Representative
Mackenzie Health
Vaughan, ON
- $27.89 to $31.99 CAD / hour
- Full-time
The Patient Access Representative - Central Intake is a specialized administrative and access-coordination role within the centralized Diagnostic Imaging (DI) Central Intake Hub at…

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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