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Added 33 mins ago
SA
Restaurant Operations Manager
SSP America
Mississauga, ON
- Internship
Operations Manager - Multi-Unit Restaurant Leadership
Added 48 mins ago
AC
Senior Manager, Supply Chain
Aston Carter
Markham, ON
- $170,000 to $225,000 CAD / year
- Full-time
Lead end-to-end supply chain execution from FEL3/FID through construction, commissioning, and project closeout for a large, complex capital project.
Added 2 hours ago
H
Assistant Marketing Manager
Hytera
Toronto, ON
- Full-time
Hytera is hiring an Assistant Marketing Manager to be the main point of contact for marketing support to our Canadian dealer network, and the day-to-day owner of Hytera's digital presence…
Added 2 hours ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 2 hours ago
HT
A/P Administrator
Husky Technologies
Bolton, ON
- Full-time
…on-site position. You will report to the Shared Services AP Manager and will work as part of a team in a fully automated, full-cycle accounts payable role. If you are a people-person who…
Added 2 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 3 hours ago
PROGRAM MANAGER SERVICE OPERATNL SUPPORT
City of Toronto
ON · Toronto, ON
Program Manager, Service Operational Support (Finance & Business Services)
Added 6 hours ago
AC
Senior Manager, Canadian Corporate Tax
ACCA Careers
Markham, ON
- Full-time
Make an impact with our Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted…
Added 6 hours ago
AC
Manager, U.S. Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our U.S. Corporate Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 7 hours ago
AC
Senior Tax Manager
Accountor CPA
Calgary, AB
- Full-time
We are seeking an experienced Tax Manager to join our growing accounting and tax practice.
Added 7 hours ago
BV
Prospect Analyst
Bow Valley College
Calgary, AB
- Full-time
…fundraising and revenue generation goals. Reporting to the Manager, Advancement, you will collect, analyze and translate research into actionable insights that help identify new prospects,…
Added 7 hours ago
BV
Facilities Manager
Bow Valley College
Calgary, AB
- Full-time
Reporting to the Director, Campus Services, the Facilities Manager oversees building operations, repairs, and maintenance across college-owned facilities. This includes mechanical,…
Added 7 hours ago
TE
Commercial Finance Manager
TRIPLE EIGHT TRANSPORT INC.
Abbotsford, BC
- $100,000 to $110,000 CAD / year
We are seeking a Commercial Finance Manager with strong financial expertise, analytical capabilities, strategic business acumen, and a solution-oriented mindset. This role will drive…
Added 7 hours ago
FO
Senior Manager, Client and Funding Services - Net Zero Acceleration
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Reporting to the Director, Client and Funding Services (CFS), the Senior Manager, CFS is responsible for functional and strategic leadership, planning activities and management of all…
Added 9 hours ago
MC
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
We are seeking a Manager – Banking Cloud & Platform Engineering to help lead complex technology transformation programs within the banking sector.
Added 9 hours ago
BT
Standards and Training Specialist
Baker Tilly Canada
Peterborough, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 11 hours ago
AS
Senior Product Designer - Digital Banking & Financial Services (Canada)
Aequilibrium Software Inc.
Remote, Canada
- $70 to $100 CAD / hour
- Contract
- Remote
…Architects. On client teams, you may partner closely with a product manager and lead developer to align member needs with business priorities and technical…
Added 12 hours ago
L
Murex Environment and Configuration Manager
Luxoft
Canada
- Full-time
Mentorship & Peer Review: Lead and mentor junior/senior team members, providing guidance on complex troubleshooting and ensuring best practices in scripting and CICD pipelines.
Added 12 hours ago
NB
Banking Advisor
National Bank of Canada
Bathurst, NB
- Full-time
Listen to clients’ needs and resolve situations that may be complex.
Added 13 hours ago
AE
Finance Manager
AppleOne Employment Services
Toronto, ON
- $130,000 to $140,000 CAD / year
- Full-time
Seeking an experienced and commercially minded Finance Manager to join a growing Consumer Packaged Goods (CPG) organization in Toronto.
Added 14 hours ago
AI
Strategic Sourcing Manager
American Iron & Metal (AIM)
Montreal, QC
- Full-time
Reporting to the Director, Procurement, the Strategic Sourcing Manager is responsible for leading the organization’s strategic sourcing function and developing sourcing strategies aimed at…
Added 15 hours ago
SA
Senior Multi-unit Restaurant Operations Leader
SSP America
Richmond, BC
- Full-time
Join Our Team as a Senior Operations Manager – Food & Beverage!
Added 17 hours ago
K
Associate Vice President, Corporate Finance
KPMG
Calgary, AB · AB · Winnipeg, MB · Edmonton, Alberta
- Full-time
Our growing diversified investment banking team is seeking an Associate Vice President (Manager) to join our team in Calgary, Edmonton or Winnipeg to play a key role across all aspects of…
Added 21 hours ago
NB
Banking Advisor
National Bank of Canada
Sainte-Agathe-des-Monts, QC
- Full-time
Listen to clients’ needs and resolve complex situations.
Added 21 hours ago
NB
Business Account Manager
National Bank of Canada
Brossard, QC
- Full-time
A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex…

Scotiabank

Advisor Associate - Location is St John's NFLD

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

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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.

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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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