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Added 11 mins ago
Seasonal Sales Associate (Square One)
Knix
Mississauga, ON
$19.7 CAD / hour
Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 11 mins ago
Director, Lifecycle Marketing
Arcady Media
Toronto, ON
Full-time
Client LTV, owning the retention roadmap. Our managers run subscription and loyalty programs. Nobody designs and prices them as offerings we sell, or decides the plan for the biggest…
Added 11 mins ago
Investment Advisor Assistant
Hunter Mercantile
Toronto, ON · Etobicoke, ON
$60,000 to $70,000 CAD / year
Full-time
Join a Premier HNW Wealth Practice as a Dedicated Client Operations Associate | Hybrid | Etobicoke
Added 12 mins ago
Seasonal Sales Associate (Robson)
Knix
Vancouver, BC
$19.7 CAD / hour
Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 12 mins ago
Seasonal Sales Associate (Sherway Gardens)
Knix
Toronto, ON · Etobicoke, ON
$19.7 CAD / hour
Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 12 mins ago
Seasonal Sales Associate (West 4th)
Knix
Vancouver, BC
$19.7 CAD / hour
Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 12 mins ago
Seasonal Sales Associate (Mission)
Knix
Calgary, AB
$19.7 CAD / hour
Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 12 mins ago
Data Scientist
Lantern
AB · Edmonton, AB
Full-time
Lantern is seeking a hands-on, client-facing Senior Data Scientist to design, develop, and operationalize advanced analytics, machine learning, generative AI, and agentic AI solutions using…
Added 12 mins ago
Contracts Data Clerk
Effortless Admin Inc.
Canada
Full-time
…Initially, you'll focus on data entry and management for new client contract implementations and amendments to existing client contracts. As our system and client base expand, your role…
Added 28 mins ago
Credit Solutions Associate, Canadian Commercial Banking (Mississuaga or Markham, Ontario)
Scotiabank
Markham, ON
The Credit Solutions Associate (CSA) plays a key role in supporting Client Relationship Managers with end-to-end credit underwriting support for growth clients within Commercial Banking…
Added 42 mins ago
SR Guidewire PC with Java Sprinboot
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Guidewire Associate or Specialist Certification.
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Associate Director, Broadcast Creative Producer
Klick
Toronto, ON
Full-time
The Associate Director, Creative Production leads the delivery of broadcast, video, and integrated content from early creative development through final asset delivery. Working closely with…
Added 43 mins ago
Seasonal Associate
Sephora
Vancouver, BC
$19.85 to $24.8 CAD / hour
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 57 mins ago
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FirstService Residential Canada
Hamilton, ON
Full-time
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Oakville, ON
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Mississauga, ON
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FirstService Residential Canada
Richmond Hill, ON
Full-time
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Security Floater
FirstService Residential Canada
Toronto, ON
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Added 58 mins ago
Associate Director - Lead Application Support Specialist, GED Support
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Toronto, ON
Full-time
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Added 58 mins ago
Associate Director, Capital Planning & Reporting
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Toronto, ON
Full-time
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has…
Added 58 mins ago
Implementation Specialist - Canada - On Site
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The Client Implementation Specialist is responsible for engaging new clients and managing the full implementation phase. This position is the Client's main point of contact during…
Added 58 mins ago
International Tax Services, Senior Associate
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Calgary, AB
Full-time
As an International Tax Services Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high-quality client service and operational…
Added 1 hour ago
Security Floater
FirstService Residential Canada
Oshawa, ON
Full-time
…in the physical building which could cause injury or loss of client’s…
Added 1 hour ago
Account Executive
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Toronto, ON
Full-time
…opportunities will be crucial to ensuring the success of our client…
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Store Associate
Sherwin-Williams
Edmonton, AB
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…

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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