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Added 2 mins ago
CH
Food & Beverage Manager
CMH Heli-Skiing & Summer Adventures
BC · British Columbia, Canada
- Full-time
The Food & Beverage Manager supports the Hotel Manager in the day to day operation of the lodge, with primary responsibility for the Food & Beverage program including front of house service…
Added 2 mins ago
N
Manager, Security GRC
nesto
Canada
- Full-time
…Compliance teams from foundational policies to enterprise-grade controls that enable rapid, safe AI feature deployment and internal…
Added 2 mins ago
WC
(CAN) Overnight Assistant Manager
Walmart Canada
New Glasgow, NS
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 2 mins ago
PC
Manager, Processing - London, ON
Premier Canada Assurance
London, ON
- Full-time
We are looking for a Manager, Processing, to lead the day-to-day work of our Processing Team. You’ll make sure new business, renewals, endorsements, cancellations, policy issuance,…
Added 2 mins ago
K
Project Engineer/Analyst
Kinectrics
Tiverton, ON
- Full-time
Reports to: Section Manager, Bruce Site Engineering Projects
Added 2 mins ago
WC
(CAN) Food Assistant Manager
Walmart Canada
Valleyfield, PE
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 2 mins ago
C
Staff Program Manager, Marketing Enablement
Clio
Calgary, AB · Vancouver, BC · Toronto, ON
- Full-time
We are currently looking for a Staff Program Manager, Marketing Enablement to join our Marketing team. This role is open to candidates in Vancouver, Calgary or Toronto.
Added 2 mins ago
Assistant Manager, Structured Finance - Settlements & Clearing (GWO)
Scotiabank
Toronto, ON
…activities conducted are in compliance with governing regulations, internal policies and…
Added 18 mins ago
SI
Manager, Underwriting Member & Co-operative Business
Sovereign Insurance
Toronto, ON
- Full-time
The Manager, Underwriting Member & Co-operative Business leads the underwriting function for a specialized portfolio, ensuring profitable growth, sound risk management, and exceptional…
Added 18 mins ago
NB
Warehouse Superintendent
Neptune Bulk Terminals
North Vancouver, BC
- Full-time
· Support internal and external audits relating to inventory and warehouse controls.
Added 31 mins ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
…all activities conducted are following governing regulations, internal policies and…
Added 32 mins ago
M
Manager, Corporate & Strategic Partnerships
Metrolinx
Toronto, ON · Greater Toronto Area, Canada
- $123,026 to $168,886 USD / year
- Full-time
Our Non-Fare Sales Office is seeking a Manager, Corporate & Strategic Partnerships for a 14-month contract to lead the growth of corporate and strategic partnerships. This role is…
Added 32 mins ago
Accounts Receivable Manager
Northland Properties
Vancouver, BC
Northland Properties is seeking an experienced and results-driven Accounts Receivable Manager to lead our Accounts Receivable function and strengthen the processes, controls, and reporting…
Added 48 mins ago
Assistant Manager, Asset Servicing - Corporate Actions (12-Month Contract GWO)
Scotiabank
Toronto, ON
…strategies, objectives, and operational priorities. The Assistant Manager is responsible for the accurate and timely processing of corporate action events within one or more assigned…
Added 48 mins ago
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (18-Month Contract GWO)
Scotiabank
Toronto, ON
…Ensures all activities conducted follow governing regulations, internal policies, and…
Added 1 hour ago
HT
Senior Financial Analyst - Corporate Accounting
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Bolton, ON
- Full-time
Strong understanding of US GAAP and/or IFRS as it relates to complex accounting areas, consolidations, and internal controls
Added 1 hour ago
GO
Manager Financial Operations and Analytics
Government of Manitoba
Winnipeg, MB
- Full-time
In-depth experience in developing, assessing, and monitoring financial processes, internal controls, and/or conducting audits or reviews to assess evaluate compliance, make recommendations…
Added 1 hour ago
Manager, Ethics and Integrity Program
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…coordinate the worldwide implementation of initiatives and controls across all program…
Added 1 hour ago
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Accounts Payable Specialist
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- Full-time
integrity. Reporting to the Finance Manager, Operations & Controls, you'll
Added 1 hour ago
Manager Financial Operations and Analytics
Department of Transportation and Infrastructure
Winnipeg, MB
In-depth experience in developing, assessing, and monitoring financial processes, internal controls, and/or conducting audits or reviews to assess evaluate compliance, make recommendations…
Added 1 hour ago
S
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (18-Month Contract GWO)
Scotiabank
Toronto, ON
- Contract
…Ensures all activities conducted follow governing regulations, internal policies, and…
Added 1 hour ago
ZC
Statistical Reporting Specialist
Zurich Canada
Toronto, ON
- Full-time
Interpret evolving regulatory requirements and translate them into business rules, data requirements, controls and reporting approaches.
Added 1 hour ago
MC
Cloud Operations Engineer – Azure AKS Terraform (36170)
Myticas Consulting
Toronto, ON
- Full-time
Reporting to the Manager, Cloud Operations, the successful candidate will be responsible for deploying, maintaining, supporting, and optimizing a mission-critical SaaS environment hosted on…
Added 1 hour ago
MR
Senior Accountant
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Maple Ridge, BC
- Full-time
…our District Education Office. Reporting to the Accounting Manager, the Senior Accountant performs the necessary tasks to ensure the timely completion and distribution of accounting…
Added 1 hour ago
Technology- Manager, Infrastructure
Wesgroup
Vancouver, BC
We’re looking for a Manager, Infrastructure to lead the strategy, security, reliability, and evolution of Wesgroup’s technology infrastructure across a diverse operating environment.

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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