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Added 10 mins ago
MF
Process Engineer
McCain Foods
Carberry, MB
- Full-time
…Food Processing Plant. This role reports to the Production Manager. This role makes sure the production process is as efficient and standardized as possible. This is accomplished through…
Added 10 mins ago
EA
Senior Manager, Global Travel
Electronic Arts (EA)
Vancouver, BC
- Full-time
Join us at Electronic Arts (EA), where our mission is to inspire the world to play. As Senior Manager, Global Travel, you will guide the strategic direction of our global travel function,…
Added 10 mins ago
T
Customer Experience Associate
TD
Medicine Hat, AB
- Part-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 10 mins ago
T
Personal Banking Associate Trainee
TD
Camrose, AB
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 10 mins ago
T
Director Credit Execution, Commercial National Accounts, Financial Institutions Group
TD
Toronto, ON
- Full-time
…with at least 5 years experience in a combination, and / or Manager Commercial Credit roles in a banking environment. You have well developed analytical, relationship management, credit…
Added 10 mins ago
T
Senior IT Developer
TD
Toronto, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 10 mins ago
S
Senior Retail Sales Consultant - Full Time - Bayshore, ON
Swarovski
Ottawa, ON
- Full-time
You can expect a range of benefits, including:
Added 25 mins ago
MF
Commercial Sales Training Manager
McCain Foods
Toronto, ON
- Full-time
Position Title: Commercial Sales Training Manager
Added 25 mins ago
QP
Leasing Coordinator - 14 Month Contract
QuadReal Property Group
Mississauga, ON
- Full-time
QuadReal Property Group is a global real estate investment, development and operating company headquartered in Vancouver, British Columbia. Its assets under management are $98.5 billion.…
Added 25 mins ago
CG
Assistant Manager, Food Services, ETS
Compass Group Canada
Algoma Unorganized North Part, ON
- Full-time
Now, If You Were To Come On Board As An Assistant Manager, We’d Ask You To Do The Following For Us
Added 25 mins ago
O
Senior Digital Strategy and Growth Manager
Okta
Toronto, ON
- $140,000 to $192,000 CAD / year
- Full-time
As a Senior Digital Growth & Personalization Manager, you'll be the strategic advisor and thought partner to our Digital Strategy team - helping define what to test, why it matters, and…
Added 25 mins ago
D
Manager, DT&PMI , Operational Due Diligence
Deloitte
Toronto, ON
- Full-time
Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.
Added 25 mins ago
AM
Procurement Assistant Manager, Facilities
A.P. Moller - Maersk
Mississauga, ON
- Full-time
At Maersk, we’re transforming global supply chains through end-to-end integrated logistics. As a global leader in connecting and simplifying trade, we help businesses move goods seamlessly…
Added 25 mins ago
YA
Bilingual French Inbound Customer Engagement Specialist- Hybrid
Yoh, A Day & Zimmermann Company
Vancouver, BC
- Contract
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like…
Added 25 mins ago
CG
Food Service Supervisor
Compass Group Canada
Orillia, ON
- Full-time
Assists the Manager on duty with the coordination of activities of associates within the food service department while maintaining the highest standards and levels of customer service.
Added 25 mins ago
VF
Air Specialist (12-Month Contract)
Vancouver Fraser Port Authority
Vancouver, BC
- Contract
At the Vancouver Fraser Port Authority, the work we do matters. Every day, our people help connect Canada to global markets, strengthen supply chains, support sustainable growth, and shape…
Added 25 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 25 mins ago
TI
Claims Examiner
Temple Insurance Company
Toronto, ON
- Full-time
…piece of work who matters the most. Our people make Munich Re a global success. Working at Munich Re gives us access to the depth, breadth, and mindset we want in order to develop our full…
Added 25 mins ago
BP
Project Manager
BELFOR Property Restoration Canada
Hamilton, ON
- Full-time
As a global leader in property restoration for over 70 years, we help people recover from the unexpected.
Added 25 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 25 mins ago
Senior Digital Strategy and Growth Manager
Okta
Toronto, ON
As a Senior Digital Growth & Personalization Manager, you'll be the strategic advisor and thought partner to our Digital Strategy team - helping define what to test, why it matters, and…
Added 25 mins ago
DI
Aerospace Account Manager - Toronto
Dodge Industrial
Toronto, ON
- Full-time
RBC offers competitive pay and benefits including Medical, Dental, Vision, 401K match, and paid time off.
Added 25 mins ago
Pearl Vision - Licensed Store Manager 2 - #S474 Toronto, ON
EssilorLuxottica Group
Toronto, ON
Total Rewards: Benefits/Incentive Information
Added 25 mins ago
Pearle Vision - Store Manager 1 - #S473 Toronto, ON
EssilorLuxottica Group
ON · Toronto, ON
Total Rewards: Benefits/Incentive Information
Added 25 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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