Jobs in Canada

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Added 29 mins ago
A
Senior Technical Account Manager
Airwallex
Toronto, ON
- Full-time
The Merchant Services team partners with our clients to realise their full potential through the adoption of Airwallex products that drive their growth and success. We influence revenue…
Added 29 mins ago
A
Solutions Architect / Solutions Engineer- Payments
Airwallex
Toronto, ON
- Full-time
This role can be based in SF, NYC, Seattle or Toronto (3 days in office), with implementation coverage across the US
Added 29 mins ago
A
Implementation Manager - Embedded Finance
Airwallex
Toronto, ON
- Full-time
This role can be based in SF, NYC, Seattle or Toronto (with 3 days in office requirement)
Added 59 mins ago
NB
Associate
National Bank of Canada
Quebec, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 59 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
LH
Physiotherapist
Lifemark Health Group
Trenton, ON
- $36.92 to $54.14 CAD / hour
- Full-time
Support for specialized services including pelvic health and vestibular rehabilitation – areas known for high career satisfaction due to their profound patient impact.
Added 2 hours ago
Controller
Dentons
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Edmonton, AB · Calgary, AB
…financial, tax and regulatory requirements. The role serves as a key advisor to the CFO and works closely with Firm Leadership, Practice Group Leaders, Talent , IT, and other internal and…
Added 4 hours ago
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Service Advisor | Yorkdale Nissan
DAG | Downtown AutoGroup
Toronto, ON
- Full-time
As a Service Advisor, you are the trusted guide for our guests throughout their vehicle ownership journey. You are not just coordinating services; you are the reliable consultant who…
Added 4 hours ago
IC
Senior Consultant, Underwriting, Claims & Risk Management
ivari Canada
Toronto, ON
- Full-time
ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US, and Canada. We offer a wide range of…
Added 4 hours ago
IC
Vice President, Operations
ivari Canada
Toronto, ON
- Full-time
ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US and Canada. We offer a wide range of…
Added 5 hours ago
IC
Senior Underwriter
ivari Canada
Toronto, ON
- Full-time
ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US, and Canada. We offer a wide range of…
Added 5 hours ago
K
Manager, Government Solutions
KPMG
Edmonton, AB
- Full-time
Growing your reputation as a trusted advisor and champion within the government community
Added 5 hours ago
K
Manager, Government Solutions
KPMG
Halifax, NS
- Full-time
Growing your reputation as a trusted advisor and champion within the government community
Added 5 hours ago
UO
Undergraduate Program Coordinator and Advisor
University of Waterloo
Waterloo, ON
- Full-time
The Undergraduate (UG) Program Coordinator and Advisor enhances the quality of the undergrad student experience, and is a key contributor to student success, ensuring the delivery of…
Added 5 hours ago
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Wealth Management Advisor
Desjardins
Levis, QC · Caisse Desjardins de la Chaudière
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 5 hours ago
FT
Academic Advisor - CAF - Fanshawe, Base Borden
Fanshawe Toronto@ILAC
Borden, ON
- Full-time
Reporting to the Operations Manager, CAF – Fanshawe, the Academic Advisor (AA) supports the academic lifecycle of students by offering academic and personal advising to students grounded in…
Added 6 hours ago
Sr. Cyber Security Advisor
Rogers Communications
Brampton, ON · Calgary, AB
The Sr. Cyber Security Advisor is a key member of security professionals that supports business and information technology.
Added 6 hours ago
M
Enablement Lead, Employee Relations, Compliance & Health and Safety Technology
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Serve as the primary technology advisor supporting Employee Relations, Compliance, and Health and Safety stakeholders, as well as the Knowledge Governance team.
Added 6 hours ago
Corporate Advisor, Planning and Corporate Advisory Services
The Government of Nova Scotia
Halifax, NS
…Department of Health and Wellness, the Office of Health Professional Recruitment (OHPR), the Office of Addictions and Mental Health (OAMH), Department of Seniors and Long-Term Care (SLTC),…
Added 9 hours ago
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Director of Finance, Contract
WalterFedy
Kitchener, ON
- Contract
Communication & Executive Presence: Trusted finance advisor to non-finance leaders.
Added 9 hours ago
S
DCN Project Cost and Risk Manager
SLB
Calgary, AB
- Full-time
…or industrial projects. This individual will serve as a key advisor to project leadership by providing actionable insights into project performance, financial exposure, risk trends, and…
Added 9 hours ago
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Manager, People & Culture Business Partner - Canada
Greystar
Toronto, ON
- $110,000 to $120,000 CAD / year
- Full-time
…management, investment management, development, and construction services in institutional-quality rental housing. Headquartered in Charleston, South Carolina, Greystar manages and operates…
Added 10 hours ago
CL
Solutions Architect - Enterprise Content Management (ECM)
Canada Life
London, ON
- Full-time
Lead cloud-native architecture initiatives using AWS and modern platform services.
Added 10 hours ago
CI
Cartus - International Relocation Consultant II - Canada
Compass International Holdings
Canada
- Full-time
The International Relocation Consultant II serves as the primary point of contact and trusted advisor throughout the international relocation process for assigned assignees. This role is…
Added 10 hours ago
B
Associate, Sales and Customer Service - North York
belairdirect
Toronto, ON · North York, ON
- Full-time
Join us as a Sales and Customer Service Associate working in an in-bound call center. You’ll become a trusted advisor, helping Canadians protect what matters most to them.

Scotiabank

Advisor Associate - Location is St John's NFLD

St. John's, NL, A1A 0L9, Canada

Apply on jobs.scotiabank.com About employer

Applications open in a new tab.

Job details

Posting language: English
Posted: Sep 16, 2026

Original job description

Requisition ID: 264725

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Client Service 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 matter. 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 to. Use 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

Location(s): Canada : Newfoundland and Labrador : St John's || Canada : Nova Scotia : Sydney

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.

Apply on jobs.scotiabank.com About employer

More about this job

Responsibilities

The Client Service 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 ensuring all activities comply with regulatory requirements and bank policies.

Requirements

Candidates must hold a college diploma or university degree in business, commerce, or an equivalent field. Additionally, they must be approved as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO) and possess knowledge of financial investment products.

Skills

Client Service
Administrative Support
Financial Services
Investment Products
CRM2
Microsoft Office Suite
Regulatory Compliance
Transaction Processing
Account Management
Communication
Problem Resolution
Attention To Detail
Time Management
Sales Support
Tax Documentation

Visa sponsorship

Not detected in the job text

Keywords

Client Service Associate
Financial Consultants
Portfolio Managers
Administrative Support
Operational Support
CIRO
Investment Representative
Mutual Funds
RRSP
TFSA
RESP
RRIF
Estates
Trusts
CRM2
Microsoft Office
Compliance
Regulatory Requirements
Account Management
Tax Documents
Financial Services
Wealth Management
Customer Focused
Risk Appetite
Transaction Processing

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Work requirements

Jobs in Canada