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Added 5 mins ago
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Advisor, Personal Insurance
Waypoint
Port Hardy, BC
- $45,000 to $70,000 CAD / year
- Full-time
The Advisor, Personal Insurance [Renewal] will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include…
Added 5 mins ago
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Financial Advisor
RBC
Moose Jaw, SK
- Full-time
Added 20 mins ago
TN
Policy Advisor, Agriculture
The Nature Conservancy
Canada
- Full-time
The Policy Advisor, Agriculture develops and implements government relations and policy strategies to advance Nature United's agriculture priorities with the governments of Alberta,…
Added 20 mins ago
BC
Dynamics 365 F&O Project Management & Accounting Consultant
BDO Canada
Canada
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client ERP implementations, with a focus on Dynamics 365 F&O Project Management and Accounting (PMA)
Added 20 mins ago
BC
Microsoft Dynamics 365 F&O Asset Management Consultant
BDO Canada
Canada
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client ERP implementations, with a focus on Dynamics 365 F&O Asset Management
Added 20 mins ago
WF
Insurance Broker
Western Financial Group
Watrous, SK
- Full-time
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers,…
Added 20 mins ago
M
Salesforce Functional Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Serve as a trusted technical advisor to delivery teams, helping accelerate business value while protecting platform integrity.
Added 20 mins ago
GF
New Business Associate
Greatway Financial Inc.
London, ON
- Full-time
This role is for someone who wants to build a career in financial services and is open to becoming a financial advisor. You will start by supporting our advisors and managing new business,…
Added 20 mins ago
Bilingual Individual Underwriting Consultant
The Canada Life Assurance Company
ON
Added 20 mins ago
VP, Chief Internal Auditor | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Bachelor’s degree in Accounting, Finance, Business, or a related discipline; CPA/CA designation is an asset.
Added 20 mins ago
Manager, Product Management
The Canada Life Assurance Company
London, ON · Toronto, ON
…product positioning, marketing content, business development and advisor support initiatives, and product support for Canada Life's segregated fund product…
Added 20 mins ago
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PI Advisor I
BrokerLink
Hawkesbury, ON
- Full-time
We are looking for a Personal Insurance Advisor to join our growing team!
Added 21 mins ago
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Manager, External Financial Advisory
MNP
Calgary, AB
- Full-time
…success of the firm by supporting external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 35 mins ago
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Financial Advisor
RBC
Wellington North, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 35 mins ago
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SR&ED and Incentives, Senior Manager
PwC
Toronto, ON
- Full-time
Be a market-facing leader, building and nurturing relationships with clients, prospects and referral networks to position the firm as a trusted advisor on SR&ED and incentives
Added 35 mins ago
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Head of Advisor Technology - Americas
Vanguard
Toronto, ON
- Full-time
Added 50 mins ago
Director, Corporate Compliance & Enterprise Risk
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
As a trusted advisor to leaders across TCHC and to the Board of Directors, you will bring clarity to complex and emerging risks and inform enterprise-wide decisions. Your advice will…
Added 50 mins ago
Director, Corporate Compliance & Enterprise Risk
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
As a trusted advisor to leaders across TCHC and to the Board of Directors, you will bring clarity to complex and emerging risks and inform enterprise-wide decisions. Your advice will…
Added 51 mins ago
W
Advisor, Personal Insurance
Waypoint
Squamish, BC
- Full-time
The Advisor, Personal Insurance [Renewal] will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include…
Added 51 mins ago
W
Advisor, Personal Insurance
Waypoint
Ladysmith, BC
- Full-time
The Advisor, Personal Insurance [Renewal] will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include…
Added 51 mins ago
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Finance Director
Pollin
Toronto, ON
- Full-time
We are seeking a strategic and hands-on Director of Finance to lead and scale our finance function and support the growth and expansion of the business. This role will serve as a key member…
Added 1 hour ago
AG
Senior Manager, HR Operations
Altus Group
Toronto, ON
- Full-time
…recurring processes. With exposure across HR, IT, Payroll, Finance, Legal, and senior HR leadership, you will turn operational friction into measurable improvements that make the team more…
Added 1 hour ago
M
Receptionist
MNP
Orangeville, ON
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 1 hour ago
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Generalist, Regional Human Capital
MNP
Winnipeg, MB
- Full-time
…continues to stand out as an employer of choice. As a trusted advisor, you’ll implement and support strategies, programs and processes that attract, develop, train and retain our firm’s…
Added 1 hour ago
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Manager, Tax / Directeur(trice), Fiscalité
MNP
Bathurst, NB · Dieppe, NB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…

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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