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Added 1 min ago
Retail Customer Service Coordinator Full Time Winners - Dorval Crossing Oakville
The TJX Companies, Inc.
Oakville, ON
Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 46 mins ago
Customer Experience Associate - Cranbrook Street & 6th Street North, Cranbrook, BC (15 hours/week)
Scotiabank
Cranbrook, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Markham, ON
Part-time
Demonstrated ability to drive the business, led by example and support corporate programs
Added 1 hour ago
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Markham, ON
Part-time
Demonstrated ability to drive the business, led by example and support corporate programs
Added 1 hour ago
Beauty Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Vaughan, ON
Full-time
Utilizes corporate Sales Tracking Tools and Dashboard to set sales goals and to meet targets
Added 1 hour ago
Beauty Manager, Hourly Full Time Day
Loblaw Companies Limited
Toronto, ON
Full-time
Utilizes corporate Sales Tracking Tools and Dashboard to set sales goals and to meet targets
Added 1 hour ago
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
Full-time
Demonstrated ability to drive the business, led by example and support corporate programs
Added 1 hour ago
Front Store Manager, Salaried Full Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
Full-time
Demonstrated ability to drive the business, lead by example and support corporate programs
Added 1 hour ago
Front Store Manager, Salaried Full Time Day
Loblaw Companies Limited
West Kelowna, BC
Full-time
Demonstrated ability to drive the business, lead by example and support corporate programs
Added 1 hour ago
Customer Experience Associate - Major Mac & Weston Road (18.75 hours/week)
Scotiabank
Woodbridge, ON
Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
Customer Experience Associate - Major Mac & Weston Road (15 hours/Week)
Scotiabank
Woodbridge, ON
Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 2 hours ago
Associate Design Director
Klick
Toronto, ON
$140,000 to $160,000 CAD / year
Full-time
…Workplace for Women, Best Workplace for Inclusion, Most Admired Corporate Culture, and FORTUNE Best Workplace in Advertising. Klick also recently made history as Cannes Lions Healthcare…
Added 2 hours ago
Associate, service counter, and returns
RONA
Longueuil, QC · Saint-Hubert, QC
Full-time
We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to…
Added 2 hours ago
Server, Armani Caffè (PT)
Giorgio Armani
Vancouver, BC
Part-time
Opportunities in various brands in the Canadian Corporate Office (Greater Toronto Area), as well as domestic and international opportunities.
Added 2 hours ago
Barista, Armani Caffè (PT)
Giorgio Armani
Vancouver, BC
Part-time
Opportunities in various brands in the Canadian Corporate Office (Greater Toronto Area), as well as domestic and international opportunities.
Added 2 hours ago
Line Cook / Prep Cook, Armani Caffè (PT)
Giorgio Armani
Vancouver, BC
Part-time
Opportunities in various brands in the Canadian Corporate Office (Greater Toronto Area), as well as domestic and international opportunities.
Added 2 hours ago
Sales Associate
RONA
Quebec, QC
Full-time
We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to…
Added 2 hours ago
Client Service Associate
Jackson Hewitt Tax Service Inc.
Williamsburg, ON
Part-time
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this…
Added 3 hours ago
Junior Associate Lawyer – Litigation - Civil, Business and Family Law
Dominion Theta Law
Langley (District), BC · Langley, BC
Full-time
…immigration and employment law. Whether navigating complex corporate matters or deeply personal legal challenges, the firm is committed to integrity, innovation, and client-centered service…
Added 3 hours ago
Retail Sales Associate - Marshalls London South
TJX Companies
London, ON
Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 3 hours ago
Retail Store Asociate, Part Time, Homesense
TJX Companies
Markham, ON
Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 3 hours ago
Tailor
Suitsupply
Vancouver, BC
Full-time
Corporate Social Responsibility: Our commitment to sustainability and ethical business is unwavering. We work exclusively with suppliers who uphold the highest standards, in alignment with…
Added 3 hours ago
Seasonal Part-Time Sales Associate
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 3 hours ago
Merchandise Processing Coordinator - Winners Powell River Town Centre
TJX Canada – Winners, Marshalls, HomeSense
Powell River, BC
Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 3 hours ago
Retail Store Associate Part Time Seasonal Marshalls/HomeSense - Lethbridge
TJX Canada – Winners, Marshalls, HomeSense
Lethbridge, AB
Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.

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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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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