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Added 3 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
Halifax, NS
- Part-time
…authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our…
Added 3 mins ago
LC
Uniformed Asset Protection Personnel
Loblaw Companies Limited
Corner Brook, NL
- Part-time
…authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our…
Added 3 mins ago
Operations Manager, Tank Rentals & Sales
UFA Co-operative Ltd.
Grande Prairie, AB
BarW is seeking a strategic and entrepreneurial Operations Manager, Tank Rentals & Sales to lead a growing multi-location business across Western Cananda. This role is accountable for…
Added 3 mins ago
Assistant Manager, Asset Servicing - Corporate Actions (12-Month Contract GWO)
Scotiabank
Toronto, ON
Contributes to the overall success of the Asset Servicing – Corporate Actions department by supporting the execution of business strategies, objectives, and operational priorities. The…
Added 3 mins ago
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (18-Month Contract GWO)
Scotiabank
Toronto, ON
A rewarding career path with diverse opportunities for professional development
Added 3 mins ago
T
Account Manager II, Business Banking
TD
Concord, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 3 mins ago
T
Customer Experience Associate - Dartmouth Crossing
TD
Dartmouth, NS
- Part-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 3 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 16 mins ago
ML
Business Development Manager
MTE Logistix
Calgary, AB
- Full-time
We are recruiting Business Development Managers (BDMs) based out of Edmonton and Calgary.
Added 16 mins ago
AE
Project Manager
Associated Engineering
Grande Prairie, AB
- Full-time
Preparing proposals and undertaking business development and marketing initiatives.
Added 16 mins ago
LM
Head of Digital Performance
Lacroix Médecine Privée
Quebec, QC
- Full-time
…high-performing strategies that generate a tangible impact on our business objectives. Their daily challenge: transforming data into opportunities, strategies into results, and ideas into…
Added 17 mins ago
Manager, Ethics and Integrity Program
WSP
Montreal, QC
Manage the full lifecycle of the Global ethics policy portfolio, including development, engagement with regional Ethics teams and functional and business subject matter experts, updates and…
Added 31 mins ago
T
Customer Experience Associate - Dartmouth Crossing
TD
Dartmouth, NS
- Part-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 32 mins ago
Customer Care Representative-Oromocto, NB
Sonova AG
Oromocto, NB
…health. We offer a competitive remuneration package, professional development opportunities, and promote a safe and healthy…
Added 32 mins 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
As a Vendor Business Manager (VBM) supporting HP Inc. (HPI) Personal Systems & Services, you will play a key role in driving business growth, profitability and strategic vendor…
Added 32 mins ago
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Commercial Sales Training Manager
''
Toronto, ON
- Full-time
McCain Foods is seeking a dynamic and forward-thinking Commercial Training Manager to elevate the capabilities of our commercial sales organization across Foodservice, QSR, Key Accounts,…
Added 32 mins ago
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Process Engineer
''
Carberry, MB
- Full-time
…experiences - together. With a customer-first mindset, we make doing business with McCain…
Added 47 mins ago
B
Senior Manager, First Party Fraud Analytics - Onboarding
BMO
Toronto, ON
- Full-time
Collaborate with product, risk, technology, and business teams to support strategic decision-making, business planning, and future roadmap development.
Added 47 mins ago
S
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (18-Month Contract GWO)
Scotiabank
Toronto, ON
- Contract
A rewarding career path with diverse opportunities for professional development
Added 47 mins ago
ZC
Statistical Reporting Specialist
Zurich Canada
Toronto, ON
- Full-time
This is a unique opportunity to build your knowledge and experience for the future in a supportive environment where your voice matters. This posting is for an existing vacancy.
Added 47 mins ago
TB
Accounts Payable Analyst, TBS
The Beer Store
Bolton, ON
- Full-time
…part of communities across Ontario, growing into an integrated business that includes Ontario's largest beer retailer, a leading beverage distributor, and a trusted partner in beverage…
Added 47 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
Regina, SK
- Full-time
Build the Future With Us – Step into a role where your project leadership truly shapes outcomes. As a Senior Project Manager, you’ll take ownership of complex, meaningful projects supported…
Added 47 mins ago
TT
Quality Specialist - Nuclear
Tetra Tech
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- Full-time
Review existing QA processes, identify improvement opportunities, and implement changes in collaboration with the QA Manager.
Added 47 mins ago
PV
Pearle Vision - Store Manager 1 - #S473 Toronto, ON
Pearle Vision
Toronto, ON
- Full-time
Coaches and develops associates to provide candidates for promotion and future growth opportunities. Identifies high capacity and high potential candidates and develops a plan to promote…
Added 47 mins ago
PV
Pearl Vision - Licensed Store Manager 2 - #S474 Toronto, ON
Pearle Vision
Toronto, ON · East York, ON
- Full-time
Coaches and develops associates to provide candidates for promotion and future growth opportunities. Identifies high capacity and high potential candidates and develops a plan to promote…

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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