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Added 15 mins ago
District Manager Operations - Collections (GTA)
Waste Management, Inc. (WM)
Toronto, ON
Full-time
☒ Combination: This job operates in a mix between an office environment and plant/field environment and routinely requires the use of standard office equipment such as computers, phones,…
Added 29 mins ago
(CAN) Directs Store Delivery Associate
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Mississauga, ON
Full-time
Works closely with the Operations Manager and Office Support Associate to identify and resolve receiving issues or discrepancies efficiently.
Added 29 mins ago
(CAN) Directs Store Delivery Associate
Walmart Canada
St. Albert, AB
Full-time
Works closely with the Operations Manager and Office Support Associate to identify and resolve receiving issues or discrepancies efficiently.
Added 29 mins ago
Core Operations, Associate 2
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Toronto, ON
Full-time
Understanding of information technology and payment systems including MS office, SWIFT, RTGS and CLS
Added 30 mins ago
SALES ASSOCIATE - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
Part-time
Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…
Added 30 mins ago
Associate Sales Manager
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
…Brothers, Ted Baker, Hunter, and G.H.BASS. In addition to our head office in Montreal, the ALDO Group maintains international offices in Europe and Asia. For more information, visit…
Added 30 mins ago
Service Associate, Commercial Insurance
Acera Insurance Services Ltd.
Richmond Hill, ON
$40,000 to $45,000 CAD / year
The Service Associate, Commercial Insurance is an important part of the Commercial Insurance team. Working closely with a team of Client Advisors, the Service Associate reviews and screens…
Added 30 mins ago
Associate Electrical Engineer - Substation
Black & Veatch Family of Companies
Markham, ON · Calgary, AB
As an Associate Electrical Engineer, you may have the opportunity to:
Added 30 mins ago
Account Manager, Group Benefits
NFP Corp
Kitchener, ON
Full-time
Strong working knowledge of Microsoft Office Suite (Excel, Outlook, PowerPoint, Word)
Added 45 mins ago
Senior Financial Analyst
TJX Companies
ON · Mississauga, Ontario
Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Clinical Trial Associate
ICON Strategic Solutions
Burlington, ON
Full-time
Clinical Trial Associate (hybrid - home/office based in Mississauga)
Added 59 mins ago
Associé(e), Surveillance Environnementale - Quart de nuit (23h45 to 07h45) / Associate, Environmental Monitoring – Night Shift (23h45 to 07h45)
Jubilant Pharma Limited
Montreal, QC
Full-time
Maîtrise des outils informatiques (Microsoft Office, SAP, systèmes d’acquisition de données électroniques).
Added 59 mins ago
Associate Registrar and Director of Admissions
University of Manitoba
Winnipeg, MB
$80,965.47 to $145,737.84 CAD / year
Full-time
Participate as an active member of the Office of the Registrar and Enrolment Services (ORES) Management team.

Scotiabank

Advisor Associate - Location is St John's NFLD

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

Posting language: English
Posted: Sep 16, 2026

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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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