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Added 5 mins ago
S
13623 - Intermediate Accountant
S.U.C.C.E.S.S.
Vancouver, BC
- Full-time
- Temporary
Investigates and resolve unusual or questionable financial entries and account balances
Added 5 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 5 mins ago
TT
Expediter
TTM Technologies
Toronto, ON
- Full-time
Added 5 mins ago
T
Director Credit Execution, Commercial National Accounts, Financial Institutions Group
TD
Toronto, ON
- Full-time
…products. The Financial Institutions Group within National Account is an industry leading team focused on providing best-in-class products and services to firms in the financial services…
Added 5 mins ago
MU
Office Assistant A (Manager/Librarian - Schulich Singers)
McGill University
Vancouver, BC · Strathcona Music
- Part-time
…apply through this Career Site. Login to your McGill Workday account and apply to this posting using the Find Jobs report (type Find Jobs in the search…
Added 20 mins ago
MF
Commercial Sales Training Manager
McCain Foods
Toronto, ON
- Full-time
Position Title: Commercial Sales Training Manager
Added 20 mins ago
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Manager, DT&PMI , Operational Due Diligence
Deloitte
Toronto, ON
- Full-time
As a Manager, you will work with clients across all industry sectors primarily during the pre-deal diligence stage within the M&A deal lifecycle, providing services including: operational…
Added 20 mins ago
HR
Senior Contracts Specialist
Hughes Recruitment & Strategy Collective
SK · Saskatchewan, Canada
- Full-time
Added 20 mins ago
SC
Bilingual Strategic Business Development Manager
Staples Canada
QC · QC, Canada
- Full-time
The Strategic Business Development Manager (SBDM) will directly prospect and acquire high value clients in the Enterprise & Mid-Market business space. He or she will place focus and…
Added 20 mins ago
WM
Laser Scanning Technician
Weir Minerals
Fort McMurray, AB
- $38.4 CAD / hour
- Full-time
…customer assets. Reporting to the Oil Sands Technical Solutions Manager, the Laser Scanning Technician collaborates closely with Aftermarket Account Managers, Field Engineers, Reliability…
Added 20 mins ago
YA
Bilingual French Inbound Customer Engagement Specialist- Hybrid
Yoh, A Day & Zimmermann Company
Vancouver, BC
- Contract
Quickly identifying potential escalations and immediately routing them to their manager for quick action
Added 20 mins ago
R&
Commercial Banking Manager - North York
Robertson & Company Ltd.
Toronto, ON · North York, ON
- Full-time
Lead, coach, mentor, and develop a team of Commercial Account Managers while fostering a high-performance, sales-driven culture.
Added 20 mins ago
CC
Service Manager
Cintas Canada
Langley (District), BC · Langley, BC
- Full-time
Cintas is seeking a Service Manager to directly manage our customer facing Service team. Responsibilities include hiring and performance management; managing the overall performance of a…
Added 20 mins ago
EH
Hotel General Manager
Evolution HR Services (Vancouver Island)
Nanaimo, BC
- Full-time
Are you a visionary Hotel General Manager or a seasoned Assistant General Manager ready for your next opportunity? Join the Inn on Long Lake and lead a hotel with an outstanding workplace…
Added 20 mins ago
L
Strategic Account Manager - Packaged Gases
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Brampton, ON
- Full-time
Strategic Account Manager - Packaged Gases (temps plein)
Added 20 mins ago
ES
Vice-président(e) exécutif(ve), Développement des affaires - Montréal | Executive Vice President, Business Development - Montreal
Equans Services Canada & US
Montreal, QC
- Full-time
…through market expansion, new customer acquisition, strategic account development, and the positioning of Equans as a market leader in technical services, energy solutions, decarbonization,…
Added 20 mins ago
CL
Account Manager, National Accounts - Hybrid - Markham, Ontario, Canada
ClaimsPro LP
Markham, ON
- Full-time
We have an existing opportunity to add a full-time Account Manager to our team!
Added 20 mins ago
PR
Store Manager
Panda Restaurant Group
Calgary, AB
- Full-time
External hires begin their Panda leadership journey as a Store Managers as part of our General Manager development path. This role is designed to prepare you for success as a future General…
Added 20 mins ago
J
Manager, Client Finance
JLL
Calgary, AB · Toronto, ON · CAN-CORP Toronto-Toronto, Canada
- Full-time
JLL is seeking a Manager, Client Finance to join our Property Management Accounting team for one of it growing clients. As a Manager, you will play a crucial role in overseeing a small team…
Added 20 mins ago
IF
Manager, Actuarial, Operational Performance Analytics
Intact FC
Montreal, QC · Saint-Hyacinthe, QC
- Full-time
Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more
Added 20 mins ago
DI
Aerospace Account Manager - Toronto
Dodge Industrial
Toronto, ON
- Full-time
Added 20 mins ago
W
(CAN) Overnight Assistant Manager
Walmart
New Glasgow, NS
- Full-time
To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales.
Added 20 mins ago
W
(CAN) Staff Pharmacist
Walmart
Calgary, AB
- Full-time
The Staff Pharmacist assists the Pharmacy Manager in all aspects of the Pharmacy Operations. Provides patient care specific to each patient based on feedback received during patient…
Added 20 mins ago
Senior Legal Counsel, Technology & Commercial
CAA Club Group
Thornhill, ON
Competitive benefits that include a defined contribution plan, personal spending account, and so much more.
Added 20 mins ago
Account Manager
ACCO Brands
Mississauga, ON
We are seeking an experienced Account Manager to join our GBC business unit of ACCO Brands, the premier supplier of Print Finishing Solution supplies and equipment, in the Montreal, Quebec…

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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