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Added 5 mins ago
RB
Financial Advisor
Royal Bank of Canada
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
TW
Senior Financial Advisor
Thrive Wealth Management
Regina, SK
- Full-time
Senior Financial Advisor - Member Contact Centre
Added 49 mins ago
IW
District Vice-President
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 49 mins ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…Development team. You will lead the planning and delivery of advisor acquisition activities, with a primary focus on IG’s Enterprise Acquisition Offers (EAOs). You will turn functional…
Added 49 mins ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
…Development team. You will lead the planning and delivery of advisor acquisition activities, with a primary focus on IG’s Enterprise Acquisition Offers (EAOs). You will turn functional…
Added 49 mins ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 49 mins ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 49 mins ago
N
Manager, Security GRC
nesto
Canada
- Full-time
Nesto Cloud is Canada's cloud-native and AI driven, end-to-end mortgage technology platform, helping financial institutions modernize lending through AI intelligent automation, AI & Cloud…
Added 49 mins ago
CC
Senior Financial Advisor
Conexus Credit Union
Regina, SK
- Full-time
Senior Financial Advisor - Member Contact Centre
Added 50 mins ago
M
Manager, External Financial Advisory
MNP
AB · Calgary, AB
- Full-time
Make an impact with our External Financial Advisory team as a Manager. This diverse team of professionals directly contributes to the success of the firm by supporting external clients. As…
Added 1 hour ago
IW
Senior Manager, Business Development
IG Wealth Management
AB · Alberta, Canada
- Full-time
…Development team. You will lead the planning and delivery of advisor acquisition activities, with a primary focus on IG’s Enterprise Acquisition Offers (EAOs). You will turn functional…
Added 1 hour ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
…operational support, both in-office and virtually, to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD…
Added 2 hours ago
TS
Vendor Business Manager, HPI Personal Systems and Services | Gestionnaire des affaires partenaires, systèmes personnels et services HPI
TD SYNNEX Canada ULC
Mississauga, ON
- $61,000 to $78,000 CAD / year
- Full-time
Achieve or exceed monthly objectives related to revenue, gross margin percentage, gross margin dollars, and overall financial performance.
Added 2 hours ago
H
Tax Advisor
Héroux-Devtek
Longueuil, QC
- Full-time
Competitive salaries linked to performance and hybrid working hours (depending on responsibilities)
Added 2 hours ago
B
Senior Manager, First Party Fraud Analytics - Onboarding
BMO
Toronto, ON
- Full-time
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretiona
Added 2 hours ago
WI
Project Financial Advisor (Project Accountant)
WSP in Canada
Montreal, QC
- Full-time
Bring clarity to the financial performance of projects that shape communities across Canada. As a Project Financial Advisor; you will partner with project managers, delivery teams,…
Added 2 hours ago
WI
Project Financial Advisor (Project Accountant)
WSP in Canada
Laval, QC
- Full-time
Bring clarity to the financial performance of projects that shape communities across Canada. As a Project Financial Advisor; you will partner with project managers, delivery teams,…
Added 2 hours ago
EA
Director, PE Business Partner - Mobile
Electronic Arts (EA)
Vancouver, BC
- Full-time
…team. The Director, PE Business Partner serves as a strategic advisor to senior leaders, bringing commercial insight, organizational expertise, and sound judgment to complex business and…
Added 2 hours ago
SE
Intake Advisor - Health and Wellness
Suncor Energy
Calgary, AB
- Full-time
Strong compensation: we offer competitive compensation, regional-based uplifts, annual bonuses, and long-term financial rewards. We also help you save for your future by offering pension…
Added 2 hours 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 2 hours ago
M
Salesforce Functional Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…and delivery squads to establish platform standards, optimize performance, and support the successful delivery of new Salesforce applications. By strengthening a resilient platform…
Added 2 hours ago
VP, Chief Internal Auditor | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Great-West Lifeco Inc is a Canadian headquarter, international financial services holding company with interests in life insurance, health insurance, retirement and investment services,…
Added 2 hours ago
M
Manager, External Financial Advisory
MNP
Calgary, AB
- Full-time
Make an impact with our External Financial Advisory team as a Manager. This diverse team of professionals directly contributes to the success of the firm by supporting external clients. As…
Added 3 hours ago
R
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 3 hours ago
P
Finance Director
Pollin
Toronto, ON
- Full-time
…leadership team, partnering closely with the executive team to drive financial performance, support growth initiatives, and shape the company’s long-term strategy. This role will also…

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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