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Added 5 mins ago
Technical Sales Representative
John Brooks
Canada
Full-time
The Technical Sales Representative-Outside Sales is responsible for providing field technical sales support to customers of John Brooks Company in various markets and industries. The…
Added 5 mins ago
Sales Assistant
Bench Mark Equipment & Supplies Inc.
Calgary, AB
Full-time
Sales Development Representative (SDR) – Outbound (Junior)
Added 6 mins ago
Project Manager - Western Canada
Siemens Healthineers
Calgary, AB · YYC M
Full-time
Previous experience working as a Field Service Representative in diagnostic imaging is highly preferred
Added 6 mins ago
Technical Sales Representative
John Brooks Company
Remote, Canada
Full-time · Remote
The Technical Sales Representative-Outside Sales is responsible for providing field technical sales support to customers of John Brooks Company in various markets and industries. The…
Added 21 mins ago
Customer Service Representative
Genuine Parts Company
Sudbury, ON · UAPINC
Full-time
Under close supervision, the Customer Service Representative is responsible for
Added 21 mins ago
Account Representative I
Genuine Parts Company
UAPINC
Full-time
The Account Representative I is primarily responsible for building or expanding their book of business through converting competitors' business and expanding their assigned medium-sized…
Added 21 mins ago
Responsable du développement des affaires - ventes externes l Business Development Executive - Outside Sales
Medisca
QC · Saint-Laurent, QC
Full-time
…montée en valeur des comptes existants, tout en assurant le service et la maintenance. Vous serez le point de contact principal pour les ventes aux clients, les demandes quotidiennes et les…
Added 21 mins ago
Store Manager - BOSS Outlet, McArthur Glen
HUGO BOSS Canada, Inc.
Richmond, BC
Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 21 mins ago
Part Time Key Holder - HUGO Outlet, Halton Hills ON
HUGO BOSS Canada, Inc.
Halton Hills, ON
Part-time · Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 21 mins ago
2026 Seasonal Customer Experience Representative
Indigo Books & Music
Burlington, ON
Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 36 mins ago
Head of sales / partnerships
PADS Financial
Montreal, QC
Full-time
We are seeking a highly motivated and customer-oriented individual to join our team as a Customer Service Representative in Mortgage Lending.
Added 36 mins ago
Client Retention Rep
GroupHEALTH Benefit Solutions
Winnipeg, MB
Full-time
As a Client Retention Representative, you will be the voice that keeps our client relationships strong. You'll connect with existing GroupHEALTH clients to understand how they're feeling…
Added 36 mins ago
Sales Representative - First Aid & Safety
Cintas Canada
Toronto, ON · Scarborough, ON
Full-time
Cintas is seeking a Sales Representative to focus on new business-to-business account development in our First Aid and Safety Division. Responsibilities include prospecting, cold calling,…
Added 36 mins ago
2026 Seasonal Customer Experience Representative
Indigo
Burlington, ON
Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 36 mins ago
Inside Account Representative
Noble Corporation
Toronto, ON · North York, ON
Full-time
The Inside Account Representative is a blended role of Inside and Outside Sales and will be responsible for maintaining and growing Noble’s customer base by utilizing professional selling…
Added 36 mins ago
Outside Sales Representative
Qcc Pièces / Parts
Montreal, QC · Greater Montreal Metropolitan Area
Full-time
We are looking for a Sales Representative to develop and manage a territory on the North Shore of the St. Lawrence River.
Added 36 mins ago
Sales Representative - Uniform
Cintas Canada
Cambridge, ON
Full-time
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 36 mins ago
Bilingual Collections Representative (EN/FR)
goeasy Ltd.
Pickering, ON
Full-time
Minimum 1-2 years of experience in a collections, sales, or customer service or call center/contact center role.
Added 1 hour ago
Hilti Store Representative
Hilti Canada
Langley (District), BC · City of Langley, BC
Full-time
The Hilti Center Rep is responsible for managing and operating a Hilti Center while maximizing walk-in sales and smaller field accounts while simultaneously providing a high level of…
Added 1 hour ago
Customer Service Representative
Branded Bites
Toronto, ON
Full-time
We’re currently on the hunt for a Customer Service Representative. The role includes responding to general customer inquiries, working with clients to accept orders, coordinating with…
Added 1 hour ago
Client Service Manager (Commercial Damage Insurance) - QUEBEC CITY
Northbridge Financial Corporation
Quebec, QC
Full-time
Provide support to the Client Service Representative team (training, coverage guidance, processes, etc.).
Added 1 hour ago
Planet Fitness - Member Services Representative - Part Time - Kingston
Taymax Group
Kingston, ON
Part-time
We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer…
Added 1 hour ago
Planet Fitness - Member Services Representative - Part Time - Sudbury
Taymax Group
Sudbury, ON
Part-time
We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer…
Added 1 hour ago
Financial Services Representative
The Police Credit Union Ltd.
Toronto, ON
Full-time
Added 1 hour ago
Inside Sales Representative
Scilltech Professional Services
Mississauga, ON
Full-time
We are currently seeking a detail-oriented and customer-focused Inside Sales Representative to join our client’s team in Mississauga. This role is ideal for someone who enjoys coordinating…

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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