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Added 8 mins ago
RM
Manager
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the unit manager of these units, you will be accountable for facilitating clinical excellence, leadership, and management leading to the delivery of patient centred, quality acute care.…
Added 8 mins ago
S
13623 - Intermediate Accountant
S.U.C.C.E.S.S.
Vancouver, BC
- Full-time
- Temporary
Works with the Accounting Manager in providing direction to clerical staff and ensures that assigned tasks are completed
Added 8 mins ago
TT
Expediter
TTM Technologies
Toronto, ON
- Full-time
…time-critical, one-stop design, engineering and manufacturing services enable customers to reduce the time required to develop new products and bring them to…
Added 8 mins ago
T
Personal Banking Associate Trainee
TD
Camrose, AB
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 8 mins ago
T
Director Credit Execution, Commercial National Accounts, Financial Institutions Group
TD
Toronto, ON
- Full-time
…your undergraduate/graduate degree in business or relevant professional designation, you will ideally have proven your suitability for this role with at least 5 years experience in a…
Added 8 mins ago
H
Physical Therapist Degree
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
Job Description: Reporting to the Regional Manager of Therapies, this position is concerned with the rehabilitation of patients of all ages. The Physical Therapist renders physical therapy…
Added 8 mins ago
TS
Registered Nurse-Agape Hospice
The Salvation Army Canada and Bermuda Territory
Calgary, AB
- Part-time
…intellectual, emotional, and social needs in accordance with current professional nursing practice and Provincial and Regional Standards. The role contributes to the broader mission and…
Added 23 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
SK · Saskatchewan, Canada
- Full-time
…infrastructure, buildings, transportation, resources, or related professional services setting; proven ability to manage multidisciplinary teams and complex client requirements; strong…
Added 23 mins ago
SO
Commissioning Manager (Mechanical)
Salas O'Brien
Canada
- Full-time
Founded in 1975, Salas O’Brien is an employee-owned engineering and professional services firm focused on achieving impact for our clients, our team, and the world. We know that tomorrow’s…
Added 23 mins ago
SO
Commissioning Manager (Electrical)
Salas O'Brien
Canada
- Full-time
Founded in 1975, Salas O’Brien is an employee-owned engineering and professional services firm focused on achieving impact for our clients, our team, and the world. We know that tomorrow’s…
Added 23 mins ago
L
5760 - Seasonal Sales Help
Lids
Medicine Hat, AB
- Temporary
Our stores feature officially licensed headwear and apparel from collegiate and professional teams, alongside top brands like Champion, Nike, New Era, Lululemon Athletica, and Mitchell &…
Added 23 mins ago
L
7752 - Seasonal Sales Help
Lids
Lethbridge, AB
- Temporary
Our stores feature officially licensed headwear and apparel from collegiate and professional teams, alongside top brands like Champion, Nike, New Era, Lululemon Athletica, and Mitchell &…
Added 23 mins ago
TU
Ice Maker 3
The University of British Columbia
Vancouver, BC
- $35.47 to $38.29 CAD / hour
- Part-time
Under the general direction of the Chief Engineer and Senior Manager, Arena Operations, this position is responsible for ammonia refrigeration ice plant making operations, daily routine…
Added 23 mins ago
L
7765 - Seasonal Sales Help
Lids
Lethbridge, AB
- Temporary
Our stores feature officially licensed headwear and apparel from collegiate and professional teams, alongside top brands like Champion, Nike, New Era, Lululemon Athletica, and Mitchell &…
Added 23 mins ago
SF
Corporate Actions & Security Master
SGGG Fund Services Inc.
Toronto, ON
- $55,000 to $60,000 CAD / year
- Full-time
SGGG Fund Services is Canada’s largest independent administrator of alternative funds with over $120 billion (CAD) under administration. Using Diamond, our proprietary fund administration…
Added 23 mins ago
D
Manager, DT&PMI , Operational Due Diligence
Deloitte
Toronto, ON
- Full-time
…future. And as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 23 mins ago
A
Anti-Money Laundering Analyst
Altis
Toronto, ON
- Contract
…Analysts to join a growing Financial Crimes team within a leading professional services environment, with opportunities available in both Toronto and London, Ontario. This is an exciting…
Added 23 mins ago
HR
Senior Contracts Specialist
Hughes Recruitment & Strategy Collective
SK · Saskatchewan, Canada
- Full-time
…for major capital work, with construction and construction services agreements valued between approximately $1 million and $50 million. Contract value is only part of the equation. A…
Added 23 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 23 mins ago
HI
Water & Wastewater Operator in Training
H2O Innovation
Calgary, AB · AB
- Full-time
Reporting to the Operations Lead and Project Manager, the Water & Wastewater Plant Operator will be responsible for:
Added 23 mins ago
AM
Procurement Assistant Manager, Facilities
A.P. Moller - Maersk
Mississauga, ON
- Full-time
The Procurement Assistant Manager, Facilities is responsible for driving commercial and execution activities across the Source-to-Contract and Demand-to-Delivery lifecycle for Facilities…
Added 23 mins ago
WM
Laser Scanning Technician
Weir Minerals
Fort McMurray, AB
- $38.4 CAD / hour
- Full-time
…equipment. The role provides field and shop-based measurement services, oversees scanning equipment governance and calibration compliance, and develops digital reporting and automation…
Added 23 mins ago
TU
Engineer
The University of British Columbia
Kelowna, BC
- $5,713 to $6,545 CAD / month
- Full-time
…report anomalies or water quality concerns to the Assistant Manager, Engineering and Utility…
Added 23 mins ago
JS
Back of House Manager
JD Sports Canada
Winnipeg, MB
- Full-time
We are seeking a highly organized, detail-oriented, and performance-driven Back of House Manager to lead all stockroom and back-of-house operations in a fast-paced, lifestyle and…
Added 23 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
Winnipeg, MB
- Full-time
…infrastructure, buildings, transportation, resources, or related professional services setting; proven ability to manage multidisciplinary teams and complex client requirements; strong…

Scotiabank

Advisor Associate - Hamilton

Hamilton, ON, L5B 1M2, Canada

Apply About employer

Applications open in a new tab.

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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