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Added 17 mins ago
BB
Mobile Sales Associate (Seasonal)
Best Buy Canada
Vaughan, ON
- Part-time
Grow your career in similar roles (customer service representative, merchandiser, online order pick-up specialist) or development roles (team lead, assistant store leader, store leader).
Added 17 mins ago
IR
Inside Sales Representative
Ivaco Rolling Mills
L'Orignal, ON
- Full-time
Receives all wire rod orders, trade and affiliate sales, has credit checked, analyses, reviews and obtains production approval, schedules for production, follows up on processing and…
Added 17 mins ago
CC
Route Service Representative (4-Day Workweek)
Cintas Canada
Quebec, QC
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 17 mins ago
SR
Proposal Coordinator
Saskatchewan Research Council (SRC)
Saskatoon, SK
- Full-time
The Proposal Coordinator supports SRC’s business development efforts by coordinating the planning, development, and submission of high-quality proposals and client-facing documents. This…
Added 17 mins ago
R&
Commercial Banking Manager - North York
Robertson & Company Ltd.
Toronto, ON · North York, ON
- Full-time
Drive business development initiatives by building strong relationships within the North York business community and generating new client opportunities through referral networks and…
Added 17 mins ago
EH
Hotel General Manager
Evolution HR Services (Vancouver Island)
Nanaimo, BC
- Full-time
…daily operations, team leadership, financial performance and business development. You will work closely with the owners and department leaders, balancing the immediate needs of the…
Added 17 mins ago
CL
Sales Trainer
Capital Lynk
Montreal, QC
- Full-time
Capital Lynk is hiring! We're looking for a Sales Trainer to partner with our sales manager and build a training class that sets new team members up to succeed from day one. You'll design…
Added 17 mins ago
A
Inside Sales Representative
Avnet
Mississauga, ON
- Full-time
Working at Avnet means being a part of a global team. We work collaboratively and with integrity, doing business the right way. For more than a century, we have partnered together to help…
Added 32 mins ago
Retail Territory Sales Representative - Barrie South
Molson Coors
Barrie, ON
In the role of Retail Territory Sales Representative working in the Barrie Territory you will be part of the Ontario Commercial team. This position reports to the District Sales Manager,…
Added 47 mins ago
Territory Sales Representative
Canadian Federation of Independent Business
Lethbridge, AB
Territory Sales Representative – Lethbridge, AB
Added 47 mins ago
P
Sales Representative - Away From Home/ Foodservice - Burnaby, Tri-Cities & Fraser Valley
PepsiCo
Kamloops, BC
- Full-time
As an Away from Home Sales Representative, you will play a vital role in PepsiCo Beverages Canada’s success by:
Added 47 mins ago
E
Sales Development Representative
enurgen
Ottawa, ON
- Full-time
We’re looking for a technically curious, commercially minded Sales Development Representative (SDR) to qualify opportunities and lead compelling early-stage conversations with renewable…
Added 47 mins ago
AW
Inside Sales - Hybrid
All Weather at Home
Calgary, AB
- Full-time
We’re currently hiring for an Inside Sales representative to join our Calgary Customer Solutions Centre.
Added 1 hour ago
TH
Inside Sales Representative
The Heico Companies LLC
L'Orignal, ON
- Full-time
Receives all wire rod orders, trade and affiliate sales, has credit checked, analyses, reviews and obtains production approval, schedules for production, follows up on processing and…
Added 1 hour ago
Advisor Associate - Hamilton
Scotiabank
Hamilton, ON
…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…
Added 1 hour ago
MC
BDC REPRESENTITIVE
Mercedes-Benz Country Hills
Calgary, AB
- Full-time
…everything we do. We are currently seeking a Full-Time BDC Representative to support our growing dealership and help deliver an outstanding experience to every guest who connects with our…
Added 1 hour ago
WS
Outside Sale Representative (Remote with Travel)
Waste Solutions
Hamilton, ON
- Full-time
You’ll join our Sales team and own the Hamilton - Niagara territory, turning qualified and self-sourced opportunities into signed waste and recycling agreements. You’ll manage the full…
Added 1 hour ago
ML
Technical Services Representative
Maple Leaf Foods Inc
New Hamburg, ON
- $71,000 to $103,000 CAD / year
- Part-time
The Technical Services Representative provides on-farm technical support to broiler producers within RWA/Organic programs, driving flock health, performance, and continuous improvement.…
Added 1 hour ago
DN
Technical Sales - Electronics Canada
Dyno Nobel
North Bay, ON
- Full-time
As a Technical Sales Representative, you will support the US Electronic Initiation Systems (EIS) business. You will be primarily focused on the ability to provide detailed product…
Added 1 hour ago
Technical Sales Representative - Channel Sales
Vertiv
Mississauga, ON
This position will contribute to overall sales for the Vertiv Factory Direct office that covers greater Toronto and southwest Ontario. The Technical Sales Rep manages all sales activities…
Added 1 hour ago
Inside Sales Representative - Power
Vertiv
Mississauga, ON
The Inside Sales Representative will play a key role in structuring the sales process. This function includes pricing opportunities through the Vertiv solutions lines, organizing sales and…
Added 1 hour ago
P
Business Development Specialist (BDR)
Pakfactory
ON · Markham, Ontario
- Full-time
PakFactory is seeking a Business Development Representative (BDR) to open new doors for our custom packaging business. You will be on the front lines of generating new opportunities:…
Added 1 hour ago
T
Financial Planner
TD
Mississauga, ON
- Full-time
An entrepreneurial mindset with experience in business development, networking, and high-value sales
Added 1 hour ago
WG
Outside Sales Representative – Lower Mainland, BC
Wagonmaster Group
Richmond, BC
- Full-time
This role is best suited to an established outside B2B sales professional who is comfortable generating leads, making in-person sales calls and building a territory through new business…
Added 1 hour ago
II
Business Development Manager
i3 International
Richmond Hill, ON
- Full-time
Role Description The Business Development Manager is a full-time, on-site role based in Richmond Hill, ON. This role is responsible for identifying and pursuing new business opportunities,…

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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