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Added 9 mins ago
GD
DYNAMITE - Seasonal Sales Associate - Mapleview Centre
Groupe Dynamite
Burlington, ON
- Temporary
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…
Added 9 mins ago
T
Account Manager II, Business Banking
TD
Concord, ON
- Full-time
Build new relationships and deepen existing customer relationships by consistently following the Business Banking Relationship Methodology (BBRM)
Added 9 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 23 mins ago
B&
Retail Brand Experience Supervisor-SQUARE ONE SHOPPING CENTRE
Bath & Body Works
Mississauga, ON
- $22.95 USD / hour
- Full-time
We believe great associate experiences create great consumer experiences. When our associates feel supported, inspired and empowered, consumers feel it. Whether you're starting your career…
Added 23 mins ago
C
Associate, Credit Execution
CIBC
Toronto, ON
- Full-time
As an Associate, Credit Execution, you will play a pivotal role in supporting credit origination requests for Business Banking, Imperial Service, and Personal Banking. Reporting to the…
Added 23 mins ago
E
Associate Director, Project Execution
EPCOR
AB · Edmonton, Alberta
- Full-time
Reporting to the Senior Director, Engineering & Project Delivery, the Associate Director, Project Execution, provides strategic and operational leadership for the delivery of Electrical…
Added 23 mins ago
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Relationship Management Associate (Agriculture Business Financing)
FCC / FAC
Abbotsford, BC
- Full-time
As a Relationship Management Associate, Agriculture Business Financing, you’ll support the lending process by building strong customer relationships and delivering fast, accurate…
Added 23 mins ago
Retail Sales Associate, Barrie South Smartcentres
Bell
Barrie, ON
Build great customer experiences that keep customers coming back to our stores
Added 53 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Victoria, BC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 53 mins ago
SH
Seasonal Sales Associate
Sunglass Hut
Richmond, BC
- Temporary
…We are a culture that wants to see you succeed, develop your customer expertise and care, and feel supported by people who embrace you. With us, you’ll bring warmth into the hearts and…
Added 53 mins ago
SH
Sales Associate
Sunglass Hut
Calgary, AB
- Full-time
…We are a culture that wants to see you succeed, develop your customer expertise and care, and feel supported by people who embrace you. With us, you’ll bring warmth into the hearts and…
Added 53 mins ago
SD
Specialist, Bilingual Patient Care
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
Strong Computer skills in a Windows environment using MS Office and experience using a customer relationship database is an asset
Added 53 mins ago
TH
Associé(e) au Comptoir entrepreneur (Temps plein)
The Home Depot
Victoriaville, QC
- Full-time
…store departments and developing and maintaining professional customer relationships. PASAs must have thorough knowledge of all departments and how to use the products in each department.…
Added 1 hour ago
Sales Associate (Part-Time) | Associé vente et services - CF Carrefour Laval
ALO
Laval, QC
The Sales Associate works to achieve store sales goals by setting the standard of the ALO experiences & Brand Mission. Creating an authentic, organic experience of excellence for every…
Added 1 hour ago
T
Customer Experience Associate
TD
Medicine Hat, AB
- 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…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Camrose, AB
- 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…
Added 1 hour ago
T
Director Credit Execution, Commercial National Accounts, Financial Institutions Group
TD
Toronto, ON
- Full-time
…effectively impart their experience on a team of Associates and Associate Directors, developing these individuals to be better equipped to structure credit proposals and evaluate business…
Added 1 hour ago
TS
Union Store Associate
The Salvation Army Canada and Bermuda Territory
Saskatoon, SK
- Full-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 1 hour 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 hour 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 hour ago
SC
Bilingual Strategic Business Development Manager
Staples Canada
QC · QC, Canada
- Full-time
Qualify - Assess customer needs and buying patterns and Staples’ ability to meet them.
Added 1 hour ago
GF
New Business Associate
Greatway Financial Inc.
London, ON
- Full-time
Strong communication and relationship-building skills
Added 1 hour 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.
Added 1 hour ago
TH
Lead Sales Associate - Full-Time
Tommy Hilfiger
Niagara-on-the-Lake, ON
- Full-time
SUMMARY: The Lead Associate's primary function is to sell and promote Tommy Hilfiger merchandise through execution of the TH Customer Service Standards. The Lead Associate has cash…
Added 1 hour ago
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(CAN) Staff Pharmacist
Walmart
Calgary, AB
- Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.

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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