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MN
Indigenous Client Relations Liaison
Mi'kmaw Native Friendship Centre
Halifax, NS
- Part-time
Ensure confidentially of all records and files, unless release of specific information is authorized by the Diamond Bailey Manager
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HN
Electrical Project Manager
Harbinger Network Inc.
Mississauga, ON
- $130,000 to $140,000 CAD / year
- Full-time
The Project Manager is accountable for working closely with office and field staff, other managers, and key stakeholders to ensure that the jobs within the role’s direct control deliver…
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Junior Security Technician - North Battleford, SK
Convergint
Saskatoon, SK
- Full-time
Works closely with the Project Manager and/or supervisor and assists in the overall coordination of specific projects; makes recommendations regarding quality of work and potential changes…
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Operations Manager, Tank Rentals & Sales
UFA Co-operative Ltd.
Grande Prairie, AB
BarW is seeking a strategic and entrepreneurial Operations Manager, Tank Rentals & Sales to lead a growing multi-location business across Western Cananda. This role is accountable for…
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Retail Manager - Lively
Brewers Retail Inc
Sudbury, ON · Lively, Onta
We are currently searching for a Retail Store Manager, reporting to the District Manager. This vacancy is a full-time, permanent opportunity. The Store Manager plays a critical part in…
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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…
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Assistant Manager, Derivative Settlements Operations, Settlements & Clearing (18-Month Contract GWO)
Scotiabank
Toronto, ON
Contributes to the overall success of Derivative Settlements Operations / Settlements and Clearing in Canada ensuring specific individual goals, plans, initiatives are executed / delivered…
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Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including…
Added 14 mins ago
SF
Material Handler
Safe Fleet
Oshawa, ON
- Full-time
…1952, Kerr Industries has a strong North American presence with operations located in Dallas, Chicago, Detroit and Oshawa. We want motivated, ambitious people who put the needs of our…
Added 14 mins ago
J
Department Manager, Water Facilities (Canada)
Jacobs
Toronto, ON
- $136,600 to $225,925 USD / year
- Full-time
We are excited to announce the Department Manager, Facilities role for our Canada Water Business. The Department Manager (DM), Facilities will report to the Director of Operations and…
Added 14 mins ago
J
Department Manager, Water Facilities (Canada)
Jacobs
Calgary, AB
- $136,600 to $225,925 USD / year
- Full-time
We are excited to announce the Department Manager, Facilities role for our Canada Water Business. The Department Manager (DM), Facilities will report to the Director of Operations and…
Added 14 mins ago
J
Department Manager, Water Facilities (Canada)
Jacobs
Ottawa, ON
- $136,600 to $225,925 USD / year
- Full-time
We are excited to announce the Department Manager, Facilities role for our Canada Water Business. The Department Manager (DM), Facilities will report to the Director of Operations and…
Added 14 mins ago
J
Department Manager, Water Facilities (Canada)
Jacobs
Burnaby, BC
- $136,600 to $225,925 USD / year
- Full-time
We are excited to announce the Department Manager, Facilities role for our Canada Water Business. The Department Manager (DM), Facilities will report to the Director of Operations and…
Added 14 mins ago
P
Senior Product Manager (Platform & AI)
PakFactory
Toronto, ON
- Full-time
We're hiring a founding Senior Product Manager (Platform & AI) to own PakFactory’s digital transformation. Partnering directly with the CEO, you will bridge high-level business vision with…
Added 14 mins ago
TW
Administrative Assistant, Enrolment Operation
Trinity Western University
Langley (District), BC · Langley, BC
- $42,000 to $45,000 CAD / year
- Full-time
The Administrative Assistant, Enrolment Operations provides essential support within Trinity Western University’s enrolment and student services ecosystem. This role blends front-line…
Added 14 mins ago
FB
Assistant Store Manager
Food Basics
Ottawa, ON
- Full-time
Join our dynamic team at Food Basics as an Assistant Store Manager! We are committed to fostering a diverse, equitable, and inclusive workplace where everyone feels valued and respected.
Added 14 mins ago
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Manager Financial Operations and Analytics
Government of Manitoba
Winnipeg, MB
- Full-time
Extensive experience in Microsoft Office Suite, particularly MS Excel including manipulating large datasets, using complex formulas and pivot tables.
Added 14 mins ago
OG
Guest Services Agent - Part Time
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Vancouver, BC
- Part-time
Communicate any relevant feedback from guest and/or other departments with the Guest Service Manager
Added 14 mins ago
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Senior Financial Analyst
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Markham, ON · Extendicare (Canada) Inc (Steeles Ave.)
- Full-time
Reporting to the Finance Manager, the Senior Financial Analyst will be responsible for supporting accounting activities, month end close, reconciliation and variance analysis with an aim to…
Added 21 mins ago
Manager Financial Operations and Analytics
Department of Transportation and Infrastructure
Winnipeg, MB
Extensive experience in Microsoft Office Suite, particularly MS Excel including manipulating large datasets, using complex formulas and pivot tables.
Added 29 mins ago
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Territory Sales Manager
Formations Inc.
Winnipeg, MB
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…looking for a motivated, relationship-driven Territory Sales Manager (TSM) to join our Winnipeg team and help expand our market…
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Packaging Procurement Coordinator
Ace Beverage Group
Toronto, ON
- $50,000 to $60,000 CAD / year
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…the right time. This role works closely with the Procurement, Operations, and Quality teams, as well as our co-packing partners and freight providers, to ensure packaging materials are…
Added 29 mins ago
KD
Territory Sales Representative
Keurig Dr Pepper Canada
Winnipeg, MB
- $67,800 to $77,000 CAD / year
- Full-time
This position reports to the Beverage Operations Unit
Added 29 mins ago
SS
Client Care Supervisor (RPN) - Supportive Housing
SPRINT Senior Care
Toronto, ON
- Full-time
…calls. The Client Care Supervisor coordinates the day-to-day operations at the residence and supervises team members including but not limited to Personal Support Workers…
Added 29 mins ago
SL
Lead Technician
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- Full-time
…school districts throughout Ontario and Alberta. Our corporate office, located in Markham ON, houses the administrative and support functions for the company. Stock Transportation has a…

Scotiabank

Advisor Associate - Hamilton

Hamilton, ON, L5B 1M2, Canada

Apply About employer

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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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