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Added 24 mins ago
Associate, Investment Banking, Real Estate
TD Securities
Toronto, ON
Full-time
Minimum 2 years' experience in Investment Banking or other relevant industries (corporate development, private equity, real estate)
Added 54 mins ago
Associate, Investment Banking, Real Estate
TD
Toronto, ON
Full-time
Minimum 2 years' experience in Investment Banking or other relevant industries (corporate development, private equity, real estate)
Added 54 mins ago
Retail Store Associate Part Time Winners/HomeSense – Cambie
The TJX Companies, Inc.
Vancouver, BC
Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 54 mins ago
Retail store Coordinator
The TJX Companies, Inc.
Surrey, BC
Full-time
Comprehensive training and development resources designed to help you learn, grow, and succeed.
Added 1 hour ago
Account Executive
Paladin Technologies
Toronto, ON
Full-time
…and maintaining professional selling skills. Your business development skills combined with your technical knowledge of the market and contacts within the industry will lead to success.…
Added 1 hour ago
Associate General Counsel
BC Housing
Burnaby, BC
Full-time
…work and competitive compensation and supports the growth and development of its…
Added 2 hours ago
Associate Dentist - Cor-dent Dental Centre
Cor-Dent Dental Centre
Winnipeg, MB
Part-time
Associate Development Program: A structured yet flexible learning initiative with curated offerings from top clinicians and mentors where you will receive individualized learning &…
Added 2 hours ago
Retail Store Associate Part Time Winners-Leduc
TJX Companies
Leduc, AB
Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 2 hours ago
Associé / Associée de Magasin de Détail Temps Plein Winners - Promenades Saint-Bruno
TJX Companies
Saint-Bruno-de-Montarville, QC · Saint-Bruno, Quebec
Full-time
Added 2 hours ago
Retail Store Associate Seasonal Marshalls/HomeSense - Meadowlands Power Centre
TJX Companies
Hamilton, ON · Ancaster, Ontario
Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 2 hours ago
Retail Store Associate Part Time Winners-Brewery District
TJX Canada – Winners, Marshalls, HomeSense
AB · Edmonton, AB
Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 2 hours ago
Retail Store Associate Part Time Winners Leduc
The TJX Companies, Inc.
Leduc, AB
Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 3 hours ago
Senior Accounts Payable Associate
Fraserway RV
Abbotsford, BC
Full-time
We are seeking a detail-oriented Sr. Accounts Payable (A/P) Associate to join our Finance team at our Head Office in Abbotsford, BC. In this role, you will support the full cycle of…
Added 3 hours ago
Product Strategy and Operations, Senior Associate - New Verticals | Housing
EliseAI
Toronto, ON
Full-time
As a Senior Associate on the New Verticals team, you will support the identification, incubation, launch, and scaling of new products and market opportunities from “zero to one” and “one to…
Added 3 hours ago
Retail Store Associate Part Time - Winners Parkland Mall
TJX Canada – Winners, Marshalls, HomeSense
Red Deer, AB
Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 3 hours ago
Retail Store Associate Part Time Seasonal Winners/Homesense - Silver Hills
TJX Canada – Winners, Marshalls, HomeSense
Sudbury, ON · Greater Sudbury, ON
Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 3 hours ago
Retail Store Associate Part Time - Winners Discovery Harbour
TJX Canada – Winners, Marshalls, HomeSense
Campbell River, BC
Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 3 hours ago
Retail Store Associate Full Time - Winners Discovery Harbour
TJX Canada – Winners, Marshalls, HomeSense
Campbell River, BC
Full-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 3 hours ago
Distribution Center Operations Supervisor
TJX Canada – Winners, Marshalls, HomeSense
Rocky View No 44, AB · Rocky View County, AB
$76,620 to $107,268 CAD / year
Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 3 hours ago
Loss Prevention Store Security Agent
TJX Canada – Winners, Marshalls, HomeSense
Surrey, BC
$37,590 to $52,626 CAD / year
Full-time
Our comprehensive training and development programs provide you with the tools and resources to expand your skills.
Added 3 hours ago
Senior Analyst, Events Operations
Walmart Canada
Mississauga, ON
Full-time
…leadership meetings and business conferences to large-scale associate, supplier and corporate events involving hundreds to thousands of…
Added 3 hours ago
Retail Store Associate Part Time Seasonal Homesense
TJX Canada – Winners, Marshalls, HomeSense
Fredericton, NB
Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 3 hours ago
CAN MARSHALLS STORE 0727 - DUFFERIN MALL SEASONAL PT SALES ASSOCIATE
TJX Canada – Winners, Marshalls, HomeSense
Toronto, ON
Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 3 hours ago
Seasonal Sales Associate
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
Part-time
Training and development resources that are designed to help you learn, grow, and succeed.
Added 3 hours ago
Full Time Sales Associate
TJX Canada – Winners, Marshalls, HomeSense
AB · Edmonton, AB
Full-time
Training and development resources that are designed to help you learn, grow, and succeed.

Scotiabank

Advisor Associate MD Wealth - Sydney

Sydney Indian Reserve No. 28A, NS, Canada
Sydney, NS, B3L 2C1, Canada

Posting language: English
Posted: Sep 15, 2026

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Applications open in a new tab.

Original job description

Requisition ID: 273135

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

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.

Location(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 internal policies and regulatory requirements.

Requirements

Candidates must hold a college diploma or university degree in business, commerce, or an equivalent field. Additionally, 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
Regulatory Compliance
CRM2
Microsoft Office Suite
Account Management
Transaction Processing
Problem Resolution
Communication
Attention To Detail
Time Management
Teamwork

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Consultants
Portfolio Managers
CIRO
Investment Representative
Estates
Trusts
RESPs
RRSPs
RRIFs
TFSAs
Mutual Funds
CRM2
Microsoft Office
Compliance
AML
ATF
Client Engagement
Administrative Services
Banking
Operations
Risk Management
Tax Documentation
Account Management
Financial Services Industry

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