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Added 15 mins ago
CH
Driver, Revelstoke (Winter 2026/27)
CMH Heli-Skiing & Summer Adventures
BC · British Columbia, Canada
- Full-time
Work with hospitality professionals that take pride in providing a high-end guest experience.
Added 15 mins ago
CH
Food & Beverage Manager
CMH Heli-Skiing & Summer Adventures
BC · British Columbia, Canada
- Full-time
The Food & Beverage Manager supports the Hotel Manager in the day to day operation of the lodge, with primary responsibility for the Food & Beverage program including front of house service…
Added 15 mins ago
CH
Transfer Coordinator, Kelowna (Winter 2026/27)
CMH Heli-Skiing & Summer Adventures
BC · British Columbia, Canada
- Full-time
Work with hospitality professionals that take pride in providing a high-end guest experience.
Added 15 mins ago
TT
Program Manager
TTM Technologies
Toronto, ON
- Full-time
The Program Manager is the primary point of accountability for assigned customer programs from quotation through full-scale production. This role coordinates engineering, manufacturing…
Added 15 mins ago
PH
Training Lead, BC Health Workday
Provincial Health Services Authority
BC · British Columbia, Canada
- Full-time
Reporting to the Manager, Communications and Training, the Training Lead is an innovator, knowledge translator, facilitator and change agent responsible for developing and delivering…
Added 15 mins ago
PH
Clinical Research and Trials Coordinator, Research Clinical Trials - BC Cancer - Vancouver
Provincial Health Services Authority
Vancouver, BC
- Part-time
…direction from the Qualified Investigator/Principal Investigator, Manager, or designate to perform and organize special work assignments and…
Added 15 mins ago
IW
District Vice-President
IG Wealth Management
Quebec, QC
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 15 mins ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 15 mins ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 15 mins ago
IW
Senior Manager Real Estate Operations
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 15 mins ago
KE
Labourer
KBL Environmental Ltd.
Whitehorse, YT
- Full-time
Paid training and development opportunities, Manager training program, formal Employee Recognition program
Added 15 mins ago
IW
Manager, HNW Brand Experience (12 Month Contract)
IG Wealth Management
MB · Manitoba, Canada
- Contract
Reporting to the Director, HNW Brand Experience, the Manager, HNW Brand Experience will focus on three key initiatives; executing the marketing plans for our High-Net-worth client…
Added 15 mins ago
IW
Manager, HNW Brand Experience (12 Month Contract)
IG Wealth Management
ON · Ontario, Canada
- Contract
Reporting to the Director, HNW Brand Experience, the Manager, HNW Brand Experience will focus on three key initiatives; executing the marketing plans for our High-Net-worth client…
Added 15 mins ago
FF
Part-Time Sales Lead - Famous Footwear
Famous Footwear
ON · Greater St-Catharines-Niagara Metropolitan Area
- Part-time
As a Famous Footwear Sales Lead, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store culture…
Added 15 mins ago
KE
Labourer
KBL Environmental Ltd.
Yellowknife, NT
- Full-time
Paid training and development opportunities, Manager training program, formal Employee Recognition program
Added 15 mins ago
PH
Food Service Worker, Patient Food Services, C&W
Provincial Health Services Authority
Vancouver, BC
- Part-time
…standard portion control, escalating to Cook, Supervisor, and/or Manager…
Added 15 mins ago
NP
Technician, Niagara Takes Flight
Niagara Parks Commission
Niagara Falls, ON
- $27.44 to $33.74 CAD / hour
- Full-time
Under the supervision of the Site Manager and within established policies, procedures and guidelines, the Technician - Niagara Takes Flight, is responsible for ensuring the smooth and safe…
Added 15 mins ago
AS
Dementia Resource Consultant - Middlesex - UH
Alzheimer Society Southwest Partners
London, ON
- Full-time
Under the direction of the Manager of Community Clinical Services, this position serves as the point of contact for hospital Emergency Department (ED), Home and Community Care Support…
Added 15 mins ago
M
Analyst, Claims Administration
Morguard
Mississauga, ON
- Full-time
A comprehensive, competitive benefits program that promotes health and wellness.
Added 15 mins ago
CC
Specialist, Manufacturing Procurement
Coca-Cola Canada Bottling Limited
Brampton, ON
- Full-time
…package, access to retirement and saving programs, family and employee assistance program, paid vacation and floater…
Added 15 mins ago
FF
Part-Time Sales Associate - Famous Footwear CAN
Famous Footwear
Mississauga, ON
- $17.95 to $20.65 CAD / hour
- Part-time
As a Famous Footwear Sales Associate, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store…
Added 15 mins ago
CC
Night Supervisor, Manufacturing
Coca-Cola Canada Bottling Limited
Brampton, ON
- Full-time
…package, access to retirement and saving programs, family and employee assistance program, paid vacation and floater…
Added 15 mins ago
BA
SERVICE DETAILER
Birchwood Automotive Group
Steinbach, MB
- Full-time
Employee referral bonus program – refer your friends to Birchwood and receive a referral bonus
Added 15 mins ago
BA
PARTS CONSULTANT
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Employee referral bonus program – refer your friends to Birchwood and receive a referral bonus
Added 15 mins ago
BA
HAIL CONSULTANT
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Employee referral bonus program – refer your friends to Birchwood and receive a referral bonus

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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