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Added 1 month ago
AR
Branch Manager
ARS Responds Canada
Ottawa, ON
- $110,000 to $130,000 CAD / year
- Full-time
The Branch Manager is accountable for all operations within the assigned branch. Your expertise in evaluating, scoping, estimate writing and project management of claims will assist in the…
Added 1 month ago
Advisor Associate MD Wealth - Halifax
Scotiabank
Halifax, NS
…thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and…
Added 1 month ago
SH
Fixed-Term Pharmacist - Charlottetown, PEI (January 2027 start)
Sentrex Health Solutions
Charlottetown, PE
- Full-time
High-growth environment that provides opportunities for learning and growth supported by our Employee Development Program and industry-leading, in-house corporate training offered…
Added 1 month ago
SB
Member Retention Representative
Saskatchewan Blue Cross
Saskatoon, SK
- Full-time
…our members’ experiences through investment in our people, technology, services and products. When you join our team, you’re joining an organization where employees are valued, recognized…
Added 1 month ago
D
Senior Manager/Manager, Financial Risk Advisory & Transformation
Deloitte
Toronto, ON
- Full-time
…strategy, business processes, governance frameworks, analytics, technology and operations. Our work is diverse, high profile, high impact, and highly rewarding. If you’re looking for a…
Added 1 month ago
CC
Manager, Human Resources (12 month term)
Canadian Commercial Corporation
Ottawa, ON
- $134,561 to $154,413 CAD / year
- Full-time
Reporting to the Director, Human Resources, the Manager, Human Resources is responsible for leading a team of professionals for the day-to-day delivery of Human Resources (HR) professional…
Added 1 month ago
FH
Licensed Practical Nurse, Hemodialysis - Abbotsford Community (ACDU)
Fraser Health
Abbotsford, BC
- Part-time
Reporting to the Manager, Clinical Operations or designate, performs, implements, plans and evaluates nursing care for their own work assignments within the competency and practice…
Added 1 month ago
K
Senior Manager, International Corporate Tax
KPMG
ON · Toronto, Ontario
- Full-time
…planning initiatives and requirements. Your organizational skills will enable you to direct the work of junior staff, including reviewing their work for accuracy and completeness.…
Added 1 month ago
K
Manager – International Corporate Tax
KPMG
ON · Toronto, Ontario
- Full-time
As Manager in the International Corporate Tax group you will work closely with colleagues and KPMG Partners on international tax planning initiatives and requirements. Your organizational…
Added 1 month ago
Drayton Valley Propane Driver
Superior Plus Propane Talent Acquisition
Drayton Valley, AB
Opportunity: A continuous focus on professional development with many opportunities for training & career growth.
Added 1 month ago
GT
Occupational Health and Safety Manager
GeoSpectrum Technologies Inc.
Dartmouth, NS
- Other
Reporting to the Senior Manager of Compliance & Assets, the Occupational Health & Safety Manager plays a key role in leading and continuously enhancing GeoSpectrum Technologies'…
Added 1 month ago
B
Senior Technical Manager - Networking & DNS Infrastructure
BlueCat
Toronto, ON
- Full-time
…transformation for enterprises globally. Our Intelligent Network Operations platform delivers and enables AI-driven agentic ops at scale, automating and simplifying how companies manage,…
Added 1 month ago
A
Epic Ambulatory and MyChart Associate Manager
Accenture
Mississauga, ON
- Full-time
The Advanced Technology Centers (ATCs) make tremendous impact in solving our clients’ business problems leveraging Innovation, Intelligence, Industry insights, new IT and new technology…
Added 2 months ago
RB
Manager, Collections
Rogers Bank
Burlington, ON
- Full-time
Partner with Credit Risk, Compliance, Legal, Technology, Finance, and Operations teams to deliver strategic initiatives.
Added 1 month ago
S
Interim Client Experience Manager, 12 Month Contract
sephora.com
Langley (District), BC · Langley, BC,CA
- Full-time
Training & Development. Manage the development and certifications process for Beauty Advisors. Provide opportunities to elevate their artistry skills whenever possible.
Added 1 month ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
…featuring enhanced patient care spaces, advanced diagnostic technology, and innovative clinical services designed to meet the evolving needs of our growing…
Added 1 month ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
…featuring enhanced patient care spaces, advanced diagnostic technology, and innovative clinical services designed to meet the evolving needs of our growing…
Added 1 month ago
L
Senior Manager, AI/ML Engineering
lululemon
Vancouver, BC
- Full-time
…lululemon operates. Through deep partnership with product, technology, and business teams, Enterprise Data & AI accelerates product innovation, unlocks measurable value, elevates guest and…
Added 1 month ago
EP
Manager - Strategic Sourcing [Hybrid]
EDF power solutions
Toronto, ON · Montreal, QC
- Full-time
…to maximizing performance and profitability through skilled operations and maintenance and innovative asset optimization, our teams deliver expert solutions along the entire value chain -…
Added 1 month ago
LD
Assistant Department Manager Photo Lab
London Drugs Limited
Kelowna, BC
- $19.52 to $21.73 CAD / hour
- Other
The Assistant Photo Lab Manager is responsible for assisting the Department Manager in directing staff to maintain merchandising, customer service, and operational standards within the lab…
Added 1 month ago
PE
IT Manager – Business Systems and Technology
PrairieCoast Equipment
Chilliwack, BC
- Full-time
We are seeking an experienced IT Manager – Business Systems & Technology to lead and support the technology environment of a growing, multi-location organization.
Added 1 month ago
CC
Commodity Manager - Onsite
Curtiss-Wright Corporation
Ottawa, ON · Canada-Ottawa
- Full-time
The Commodity Manager will provide strategic sourcing leadership across Electronics and Mechanical commodities, with a strong focus on New Product Introduction (NPI), cost reduction,…
Added 1 month ago
Interim Client Experience Manager, 12 Month Contract
Sephora
Langley (City), BC · Langley, BC
Training & Development. Manage the development and certifications process for Beauty Advisors. Provide opportunities to elevate their artistry skills whenever possible.
Added 1 month ago
P&
Gestionnaire de programme – Développement de la main d’œuvre et des compétences / Program Manager – Workforce and Capability Development
Pratt & Whitney
Longueuil, QC
- Full-time
…passagers et de marchandises aux services médicaux d’urgence, aux opérations humanitaires et à la lutte contre les feux de forêt, partout dans le…
Added 1 month ago
GT
Occupational Health and Safety Manager
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
Reporting to the Senior Manager of Compliance & Assets, the Occupational Health & Safety Manager plays a key role in leading and continuously enhancing GeoSpectrum Technologies'…

Scotiabank

Advisor Associate MD Wealth - Halifax

Halifax, NS, B3L 2C1, Canada

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Job details

Posting language: English
Posted: Sep 15, 2026

Original job description

Requisition ID: 273719

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 clientsChampions 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

What's in it for you?

The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.

#SWM

Location(s): Canada : Nova Scotia : Halifax

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 compliance with regulatory requirements and internal policies.

Requirements

Candidates must hold a college diploma or university degree in business or commerce and possess demonstrated knowledge of the financial services industry. Approval as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO) is required.

Skills

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

Benefits

Performance Bonus
Employee Share Ownership Program
Pension Plan Matching
Banking Benefits
Health Benefits

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Wealth Management
Client Service Associate
CIRO
Investment Representative
CRM2
Microsoft Office
Compliance
Regulatory Reporting
Estates
Trusts
RESP
RRSP
RRIF
TFSA
Mutual Funds
Administrative Support
Operational Support
Account Management
Transaction Processing
Client Engagement
Risk Management
Banking
Financial Planning
Portfolio Management

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