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Added 7 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Canadian Association of Medical Radiation Technologists (CAMRT) membership recommended.
Added 7 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Canadian Association of Medical Radiation Technologists (CAMRT) membership recommended.
Added 7 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Canadian Association of Medical Radiation Technologists (CAMRT) membership recommended.
Added 7 mins ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Canadian Association of Medical Radiation Technologists (CAMRT) membership recommended.
Added 23 mins ago
NA
Client Manager, Commercial Agriculture & Equine
NFP, an Aon company (Canada)
Windsor, ON
- Full-time
We are looking for an Agriculture & Farm Account Manager to support and manage an assigned book of farm, agri-business, and related commercial accounts. This role is client-facing and…
Added 23 mins ago
CC
Manager, Leadership Giving, Ontario
Canadian Cancer Society
Hamilton, ON
- Full-time
Job Title: Manager, Leadership Giving Ontario
Added 23 mins ago
CC
Manager, Leadership Giving, Ontario
Canadian Cancer Society
Toronto, ON
- Full-time
Job Title: Manager, Leadership Giving Ontario
Added 23 mins ago
CC
Manager, Fundraising Communications
Canadian Cancer Society
Montreal, QC
- Full-time
The Manager, Fundraising Communications, Quebec and French Canada, is primarily responsible for developing and implementing communications strategies that support CCS fundraising programs…
Added 23 mins ago
CC
Manager, Leadership Giving, Ontario
Canadian Cancer Society
Ottawa, ON
- Full-time
Job Title: Manager, Leadership Giving Ontario
Added 37 mins ago
SH
Accounts Receivable Manager
Sandman Hotel Group
BC · West Vancouver, BC
- Full-time
Proud to be 100% Canadian-owned, Northland Properties' are recognized as one of the most trusted names in hotels, restaurants, resorts, sports, construction, and asset management. Our…
Added 2 hours ago
WR
General Manager
Workshop Recruiting & Consulting
North Vancouver, BC
- $120,000 to $140,000 CAD / year
- Full-time
We’re looking for a hands-on General Manager who will directly handle and oversee accounting and finance, people management, and business operations.
Added 5 hours ago
MP
Central Care Attendant, Funeral Services
Mount Pleasant Group
Toronto, ON
- $30.89 CAD / hour
- Temporary
…entities: the Mount Pleasant Group of Cemeteries (MPGC) and Canadian Memorial Services (CMS). Together, they deliver comprehensive death care services with compassion and professionalism.…
Added 5 hours ago
CO
Waste Collection Program Co-ordinator
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Internship
Characteristic: Under the general supervision of the Manager of Collection and Recycling.
Added 6 hours ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
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,…
Added 6 hours ago
Accounts Receivable Manager
Northland Properties
Vancouver, BC
Proud to be 100% Canadian-owned, Northland Properties' are recognized as one of the most trusted names in hotels, restaurants, resorts, sports, construction, and asset management. Our…
Added 6 hours ago
MN
Indigenous Client Relations Liaison
Mi'kmaw Native Friendship Centre
Halifax, NS
- Part-time
DBHC is looking for a part time overnight ICRL who will be responsible for completing general administrative, cleaning, and meal preparation duties of the DBHC; they will work to ensure…
Added 7 hours ago
UO
Marketing and Communications Coordinator, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
The Marketing and Communications Coordinator reports to the Manager, Marketing and Communications. This versatile generalist position is designed to provide flexible support to all members…
Added 7 hours ago
Quality Assurance & Technical Support Specialist
Enercare
Calgary, AB
A proudly Canadian-owned company, we are the Experts at what we do and deeply care about our customers. We value a diverse, collaborative culture, and take pride in our commitment to health…
Added 7 hours ago
Sous Chef-GCT (12 Month Secondment)
Great Canadian Entertainment
Toronto, ON
Under the general direction of the Executive Chef, Director, Food & Beverage or the Manager, Food & Beverage, this position is responsible for the overall management of one or more food…
Added 7 hours ago
TT
Expediter
TTM Technologies
Toronto, ON
- Full-time
Support initiatives to minimize waste and reduce energy consumption in operations
Added 8 hours ago
Business Development Manager, Road
DSV
Vancouver, BC
The Business Development Manager is responsible for achieving sales growth targets and executing strategic priorities while driving collaboration within the Canadian organization.
Added 8 hours ago
MH
Patient Access Representative
Mackenzie Health
Vaughan, ON
- $27.89 to $31.99 CAD / hour
- Full-time
…(DI) Central Intake Hub at Mackenzie Health. Reporting to the Manager, Central Intake, the role is responsible for the accurate validation, coordination, and management of diagnostic…
Added 9 hours ago
CSSR3
UFA Co-operative Ltd.
Grande Prairie, AB
Reporting to the Store Manager or Assistant Store Manager, the Customer Sales & Service Representative (CSSR) delivers exceptional customer service while supporting the sale of agricultural…
Added 9 hours ago
Trader (1832 Asset Management)
Scotiabank
Toronto, ON
…providing asset management services in Canada since 1877, as a manager of mutual funds and providing investment solutions for private clients, institutions, foundations, endowments and…
Added 9 hours ago
Advisor Associate - Hamilton
Scotiabank
Hamilton, ON
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,…

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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