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Added 1 day ago
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Clinical Sales Representative - Future Opportunity
Intuitive
Edmonton, AB
- Full-time
Join a team committed to taking big leaps forward for a global community of healthcare professionals and their patients. Together, let's advance the world of minimally invasive care.
Added 1 day ago
MF
Client Service Associate London, ON
MD Financial Management | Gestion financière MD
London, ON
- Full-time
…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…
Added 2 days ago
QE
Trade Compliance & Logistics Manager
Quadro Engineering
Waterloo, ON
- Full-time
Manage all global transportation activities including air, sea, road, and courier shipments.
Added 2 days ago
Team Lead - Business Banking - West New Brunswick
Scotiabank
NB · Fredericton, NB
…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…
Added 2 days ago
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Team Lead - Business Banking - West New Brunswick
Scotiabank
Fredericton, NB
- Full-time
…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…
Added 2 days ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Cantonese)
Scotiabank
Toronto, ON
…accordance with Scotiabank’s Values, its Code of Conduct and Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet…
Added 2 days ago
OEM Client Relationship Manager
Scotiabank
Vancouver, BC
…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…
Added 2 days ago
MM
Global Financial Crime Screening Operations Manager
Marsh McLennan
Toronto, ON
- Full-time
…enhance screening controls and processes in conjunction with global business, Compliance and IT operations stakeholders. The role holder should have experience working in a Financial Crime…
Added 2 days ago
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Trade Compliance & Logistics Manager
IDEX Corporation
Waterloo, ON
- Full-time
· Manage all global transportation activities including air, sea, road, and courier shipments.
Added 2 days ago
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Principal Program Manager- Identity & Trust
Remitly
Burnaby, BC
- Full-time
…we're not just here to move money - we're here to move our global customers…
Added 2 days ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Mandarin/Cantonese)
Scotiabank
Toronto, ON
…accordance with Scotiabank’s Values, its Code of Conduct and Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet…
Added 2 days ago
Senior Manager, HR Business Partner (Technology)
Scotiabank
Toronto, ON
…in accordance with Scotiabank’s Values, Code of Conduct, and Global Sales Principles, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet…
Added 3 days ago
JA
Gestionnaire principal(e) de la qualité des projets/Senior Project Quality Manager
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
…crédit (lorsque la loi l’autorise), des contrôles liés aux sanctions ou d’autres mesures de diligence raisonnable adaptées aux responsabilités du…
Added 3 days ago
JA
Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
JR Automation
Calgary, AB
- Full-time
Join our innovative team as a Quotation Tender Specialist in the High Voltage Service group! Reporting to the Tendering Manager, you'll lead and complete RFQs for Switchgear after sales…
Added 3 days ago
JA
Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
JR Automation
Stoney Creek, NB
- Full-time
Join our innovative team as a Quotation Tender Specialist in the High Voltage Service group! Reporting to the Tendering Manager, you'll lead and complete RFQs for Switchgear after sales…
Added 3 days ago
JA
Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
JR Automation
Winnipeg, MB
- Full-time
Join our innovative team as a Quotation Tender Specialist in the High Voltage Service group! Reporting to the Tendering Manager, you'll lead and complete RFQs for Switchgear after sales…
Added 3 days ago
JA
Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
JR Automation
Kelowna, BC
- Full-time
Join our innovative team as a Quotation Tender Specialist in the High Voltage Service group! Reporting to the Tendering Manager, you'll lead and complete RFQs for Switchgear after sales…
Added 3 days ago
JA
Business Development Manager – Substation Services & Lifecycle Solutions
JR Automation
BC · British Columbia, Canada
- Full-time
The Business Development Manager is responsible for driving growth of the Substation Service, Modernization, and Lifecycle Management business across North America. The role focuses on…
Added 3 days ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Calgary, AB
- Full-time
…Transformer Service group! Reporting to the Tendering and Quotation Manager, you'll lead and complete RFQs for transformer, support customers with technical queries, and ensure seamless…
Added 3 days ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Stoney Creek, NB
- Full-time
…Transformer Service group! Reporting to the Tendering and Quotation Manager, you'll lead and complete RFQs for transformer, support customers with technical queries, and ensure seamless…
Added 3 days ago
JA
Head of Contract Management Hub North America - Grid Automation
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
More than seven years of relevant professional experience as a Contract Manager, legal counsel, legal advisor, or in a comparable contractual and commercial role.
Added 3 days ago
JA
Coordonnateur(trice) de projets – Fabrication et opération / Project Coordinator – Manufacturing & Operations
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
As an Associate Project Manager, you will coordinate the execution of small- and medium-complexity workshop assembly and refurbishment projects, ensuring activities are completed in…
Added 3 days ago
JA
Chargé(e) de projet / Project Manager
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
As a Project Manager within Hitachi Energy’s High Voltage Product Group, you will manage high-voltage grid integration projects from hand-off through final delivery. You will develop and…
Added 3 days ago
JA
Gestionnaire de projet – Sous-stations et FACTS/Project Manager – Substations & FACTS
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Added 3 days ago
JA
Gestionnaire SSE – Projets d’infrastructures électriques/ HSE Manager – Power Infrastructure Projects
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
…vérifications de crédit (lorsque la loi le permet), des contrôles de sanctions ou d’autres mesures de diligence raisonnable adaptées aux responsabilités du…

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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