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Added 12 mins ago
FC
Member Consultant Chatham
FirstOntario Credit Union
Chatham-Kent, ON · Chatham, ON
- Full-time
Responsible for achieving sales targets and goals as set out by the Branch Manager.
Added 12 mins ago
ML
Business Development Manager
MTE Logistix
Calgary, AB
- Full-time
Work schedule: Monday to Friday with regular after-hours support required.
Added 12 mins ago
FH
Front Desk Agent
Fairmont Hotels & Resorts
Banff, AB
- Full-time
Reporting to the Front Desk Manager, responsibilities and essential job functions include, but are not limited to, the following:
Added 12 mins ago
C
Part-Time Manager
Claire's
North Bay, ON
- $17 to $18 USD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 12 mins ago
F
Business Development Manager
FlatironDragados
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Are you a strategic thinker with a passion for relationship-building ? As a Business Development Manager, you will harness your extensive industry connections to unearth exciting project…
Added 12 mins ago
JS
Financial Analyst
JD Sports Canada
Vancouver, BC
- Full-time
…Financial Planning & Analysis department, executing on your Manager of FP&A’s strategic directives. The ideal candidate brings a successful track record of supporting sales forecasting,…
Added 12 mins ago
FB
Assistant Store Manager
Food Basics
Ottawa, ON
- Full-time
Support the Store Manager in achieving sales, profit, and margin targets, as well as shrink and labor goals.
Added 13 mins ago
EI
Product Specialist (QC) - 12 month contract
Echelon Insurance
Quebec, QC
- Contract
Conduct sales, marketing, product health monitoring, financial reporting and analysis on an ongoing basis and provide results to Product Manager, Insurer(s) and key stakeholders
Added 13 mins ago
J
Major Account Manager
JobsMedia.io
Mascouche, QC
- Full-time
We are seeking an experienced Key Account Manager for a large company in the industrial sector. This individual will assume strategic responsibility for a portfolio of key accounts, with a…
Added 28 mins ago
FI
Territory Sales Manager
Formations Inc.
Winnipeg, MB
- Full-time
…are looking for a motivated, relationship-driven Territory Sales Manager (TSM) to join our Winnipeg team and help expand our market…
Added 28 mins ago
T
Customer Experience Associate - Dartmouth Crossing
TD
Dartmouth, NS
- Part-time
…competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at…
Added 28 mins ago
KD
Territory Sales Representative
Keurig Dr Pepper Canada
Winnipeg, MB
- $67,800 to $77,000 CAD / year
- Full-time
As a Territory Sales Rep (TSR) for Keurig Dr Pepper Canada (KDP), you will be responsible for managing assigned stores within the province of Manitoba. Reporting into the Western Regional…
Added 28 mins ago
TS
Vendor Business Manager, HPI Personal Systems and Services | Gestionnaire des affaires partenaires, systèmes personnels et services HPI
TD SYNNEX Canada ULC
Mississauga, ON
- $61,000 to $78,000 CAD / year
- Full-time
Integrate sales forecasts into future purchasing plans to support business growth and customer demand.
Added 28 mins ago
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Commercial Sales Training Manager
''
Toronto, ON
- Full-time
The Commercial Training Manager is part of the Foodservice commercial organization and reports to the Senior Director, Strategy & Execution – Foodservice. This role partners closely with…
Added 28 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Winkler, MB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 28 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
St. Thomas, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 28 mins ago
SD
Merchandiser, Hourly Full Time Evening
Shoppers Drug Mart
Victoria, BC
- Full-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 28 mins ago
EN
Quick Service (QSR) Sales Associate (Part-Time) - Eataly Sherway Gardens
Eataly North America
Toronto, ON
- $17.95 CAD / hour
- Part-time
A Quick Service Restaurant (QSR) Sales Associate provides exceptional guest service across Eataly’s various QSR counters – serving gelato, pastries, coffee, paninis and other Italian…
Added 28 mins ago
W
(CAN) Health and Beauty Team Associate
Walmart
Ottawa, ON
- Part-time
7. Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 43 mins ago
MH
Bilingual Legal & Debt Resolution Specialist
Mitsubishi HC Capital Canada
Burlington, ON
- $58,290 to $108,290 CAD / year
- Full-time
Work closely with the Credit Service Department and other business units such as Sales, Asset Management, Customer Support, and Operations to ensure customer service satisfaction, and…
Added 43 mins ago
CN
Lodge Manager - PNW
Civeo North America
Kitimat, BC
- Full-time
Civeo Pacific Northwest Employees LP is seeking a Lodge Manager to lead day-to-day operations for Sitka Lodge located in Kitimat, BC. Reporting to the Sr. Operations Manager, this role…
Added 43 mins ago
A
Strategy & Operations, Customer Success
Ashby
Canada
- Full-time
Optimizate the Customer Journey: Enhance the end-to-end customer journey, ensuring smooth transitions across all post-sales touch points from onboarding through support and renewal.
Added 43 mins ago
S
Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (18-Month Contract GWO)
Scotiabank
Toronto, ON
- Contract
…individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted follow governing regulations,…
Added 43 mins ago
S
Home Health Care - Specialist Rehab Product
Sobeys
St. John's, NL
- Full-time
Participate with manager on planning and forecasting sales and growth areas for the business
Added 43 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Victoria, BC
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…

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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