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Added 8 mins ago
H
Specialist – Project Planning & Integration
Hays
Sudbury, ON
- $110,000 to $125,000 CAD / year
- Full-time
This is a permanent position reporting to the Sr. Manager, Project Controls - Canada . The role is responsible for planning and scheduling across multiple studies and projects, ensuring the…
Added 38 mins ago
H
Client Director
helloDarwin
Montreal, QC
- Full-time
We're looking for an Executive Advisor to take ownership of a large client portfolio and the team that serves it, made up of account managers and analysts. This is a strategic advisory role…
Added 38 mins ago
LE
Director, Human Resources
LG Electronics Canada
Toronto, ON · North York, ON
- Full-time
As Director, Human Resources for LG Electronics Canada, you will serve as a trusted advisor, delivering both strategic counsel and hands-on execution. This role requires commercially minded…
Added 38 mins ago
O
Senior Cloud Service Manager- Financial Services
OpenText
Richmond Hill, ON
- Full-time
Act as the trusted advisor and primary relationship owner for assigned customers.
Added 38 mins ago
Director, Human Resources
Human Resources
Toronto, ON
As Director, Human Resources for LG Electronics Canada, you will serve as a trusted advisor, delivering both strategic counsel and hands-on execution. This role requires commercially minded…
Added 1 hour ago
C
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
Relationship Management – Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.
Added 2 hours ago
C
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
Relationship Management – Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.
Added 3 hours ago
BH
Change Management Advisor
BC Housing
Burnaby, BC
- Full-time
Reporting to the Change Management Lead, the Change Management Advisor is part of BC Housing's Strategic Transformation Team and supports leaders in understanding and responding to the…
Added 3 hours ago
V
Spec, Planning & Business Partnership - Finance
Vale
Canada
- Full-time
…controls, and performance management, you act as a trusted advisor to Finance leadership - pairing practical Finance knowledge with a strong grasp of enterprise systems, digital platforms,…
Added 3 hours ago
BH
Executive Director, Data and Analytics
BC Housing
Burnaby, BC
- Full-time
Reporting to the Vice President, Strategy and Innovation, the Executive Director, Data and Analytics oversees and provides strategic leadership for BC Housing’s enterprise data and…
Added 3 hours ago
EL
Head of AI Product – Trust Intelligence
EnStream LP
Toronto, ON
- Full-time
Reporting to our Chief Product & Technology Officer, you'll own the AI/ML product line within the EnStream Trust Platform. You'll turn mobile network, device, SIM, account and identity…
Added 3 hours ago
V
Senior Lead Data & AI Engineer
Vanguard
Toronto, ON
- Full-time
Build trusted, governed, and reusable data products that support analytics, reporting, data science, and AI initiatives.
Added 4 hours ago
IW
District Vice-President
IG Wealth Management
Quebec, QC
- Full-time
IG Wealth Management is currently accepting applications for the position of District Vice-President (Wholesaler) in Montreal (QC), reporting to the AVP, National Sales.
Added 4 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…Development team. You will lead the planning and delivery of advisor acquisition activities, with a primary focus on IG’s Enterprise Acquisition Offers (EAOs). You will turn functional…
Added 4 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
…Development team. You will lead the planning and delivery of advisor acquisition activities, with a primary focus on IG’s Enterprise Acquisition Offers (EAOs). You will turn functional…
Added 4 hours ago
RP
Senior Accounting Analyst, SAP
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
Act as a trusted advisor to Finance, Capital Accounting, and operational stakeholders on SAP master data design, governance, and lifecycle management
Added 4 hours ago
D
Advisor, Skills training and competency development
Desjardins
Aurora, ON · Levis, QC · Montreal, QC
- Full-time
As a training and skills development advisor, you assist with needs analysis as well as training development, logistics and delivery. You coach and mentor employees. You advise and assist…
Added 4 hours ago
C
Senior Java Engineer – Agentic AI Driven Development
Citi
Mississauga, ON
- Full-time
…and operational support:Implement AI-driven dashboards and reporting for real-time project health, automated progress tracking, and proactive identification of development lifecycle…
Added 4 hours ago
M
Manager, External Financial Advisory
MNP
AB · Calgary, AB
- Full-time
…success of the firm by supporting external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 4 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
AB · Alberta, Canada
- Full-time
…Development team. You will lead the planning and delivery of advisor acquisition activities, with a primary focus on IG’s Enterprise Acquisition Offers (EAOs). You will turn functional…
Added 4 hours ago
MF
Advisor Associate - Hamilton
MD Financial Management | Gestion financière MD
Mississauga, ON
- Full-time
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,…
Added 4 hours ago
FN
IPC Lead Advisor, Infection Prevention and Control
First Nations Health Authority
Vancouver, BC · Metro Vancouver A, BC
- Full-time
As an IPC Lead Advisor role, and under the direction of the Director, Health & Safety, you will be the internal subject matter resource for infection prevention and control. You will lead…
Added 4 hours ago
Assistant to Vice President, Supply Chain, Fleet & Aviation
Hydro One Networks Inc
Toronto, ON
Coordinate various activities and projects such as business planning, budget preparation, performance measurement and reporting.
Added 5 hours ago
SM
Sr. Software Solutions Specialist
Spin Master Ltd
Toronto, ON
- Full-time
…Software Solutions Specialist to join our Global IT Services team, reporting to the Manager, Digital Workplace Engineering. This role is responsible for evaluating, implementing,…
Added 5 hours ago
AI
SQL Database Administrator
Apptoza Inc.
Montreal, QC
- Full-time
Govern Azure SQL automatic tuning and Database Advisor recommendations, including production safeguards and rollback readiness.

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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