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Added 1 min ago
Account Manager - Retail
Apex Systems
Toronto, ON
$20 to $30 USD / hour
Full-time
Gain exposure to multiple business functions, including account management, operations, process improvement, and customer success.
Added 1 min ago
Label Production Manager
ProMach
Mississauga, ON
Full-time
Oversee daily production operations and meetings to ensure customer expectations, production targets and quality standards are met or exceeded.
Added 1 min ago
Seasonal Sales Associate (Westboro)
Knix
Ottawa, ON
$19 CAD / hour
Temporary
…warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to finding the perfect fit, you bring the Knix experience to life…
Added 1 min ago
Group Sales Manager
Hotel Arts Group
Calgary, AB
Full-time
…internal correspondence regarding accounts helps ensure that our Operations Teams are set up for success in terms of servicing our…
Added 2 mins ago
Manager, Fulfillment (TBS)
Brewers Retail Inc
Bolton, ON
We are currently searching for a Manager, Fulfillment (TBS), reporting to the Senior Manager, Supply Chain Planning. This vacancy is a full-time, permanent opportunity. The Manager,…
Added 2 mins ago
Manager In Training (Winnipeg Area)
Boyd Group Services
Winnipeg, MB
Full-time
The Manager In Training’s primary responsibility includes providing an exceptional customer experience while shadowing/assisting the General Manager’s day-to-day operation of the store. The…
Added 16 mins ago
Operations Support Coordinator
Safe Fleet
Oshawa, ON
Full-time
…1952, Kerr Industries has a strong North American presence with operations located in Texas, Chicago, Michigan and Oshawa. We want motivated, ambitious people who put the needs of our…
Added 16 mins ago
Regional Sourcing Manager (Electronics Lane)
Husky Technologies
Bolton, ON
Full-time
Act as the primary contact and relationship manager while supporting the global strategic sourcing team to develop, prioritize, and execute “in-region” sourcing initiatives that reduce…
Added 16 mins ago
Actuarial Analyst II
TD
Toronto, ON
Full-time
The mandate of the Strategy, Enablement and Optimization team is to improve customer experience, colleague experience and optimize claims and shared services operations costs through…
Added 17 mins ago
Financial Service Representative - LendDirect Office 1576
LendDirect
Toronto, ON · Scarborough, ON
Full-time
As a Financial Service Representative, you’ll be at the heart of our customer experience - delivering exceptional service, building lasting relationships, and helping individuals secure the…
Added 17 mins ago
Management Trainee
Enterprise Holdings
New Minas, NS
Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 17 mins ago
Standardized Job Template
Float
Remote, Canada
$120,000 to $150,000 CAD / year
Full-time · Remote
We're hiring a Field Marketing Manager to build a field function at Float that is measured on pipeline and revenue, not events delivered. You'll own account-based programmes for our top…
Added 17 mins ago
Financial Service Representative - LendDirect Office 1576
Attain Finance
Toronto, ON · Scarborough, ON
Full-time
As a Financial Service Representative, you’ll be at the heart of our customer experience - delivering exceptional service, building lasting relationships, and helping individuals secure the…
Added 17 mins ago
Operations Support Coordinator
Safe Fleet
Oshawa, ON
Full-time
…1952, Kerr Industries has a strong North American presence with operations located in Texas, Chicago, Michigan and Oshawa. We want motivated, ambitious people who put the needs of our…
Added 31 mins ago
Territory Sales Manager
Stokes Seeds
Montreal, QC · Greater Montreal, QC
Full-time
Reporting to the Canadian Sales Manager, the Territory Sales Representative will be responsible for achieving business growth targets through strategic territory management, customer…
Added 31 mins ago
National Food Service Manager
Muskoka Roastery Coffee Co.
Huntsville, ON
Full-time
This position has National scope and is projected to deliver meaningful growth for the company. The success model has already been established with some important customer wins. Building…
Added 31 mins ago
Dispatch Manager
Midland Transport
Concord, ON
Full-time
Midland Transport is currently seeking a Dispatch Manager for our Concord Terminal. Reporting to the Terminal Manager, the successful candidate will lead a high-performing dispatch team…
Added 31 mins ago
Junior Account Manager – Meta Ads Focus
Scale My Meal Prep
Mississauga, ON
Full-time
Thank you for your interest in our Account Manager role here at Scale My Meal Prep.
Added 31 mins ago
Directeur de district / District Manager
Alsco Uniforms
Montreal, QC
$75,000 CAD / year
Full-time
The District Manager is responsible to meet or exceed Service goals in the management of a district of routes. Reports to the Service Manager. A DM may manage a service center and if the…
Added 31 mins ago
Glazing Project Manager
Flynn Group of Companies
Winnipeg, MB
$75,000 to $85,000 CAD / year
Full-time
Flynn Group of Companies is seeking a Glazing Project Manager to join our Winnipeg branch.
Added 32 mins ago
Production Technician - Xanthan Gum
Jungbunzlauer
Port Colborne, ON
Full-time
Reporting to the Xanthan Gum Purification Manager and to the Team Leader the job holder is ensures optimization of the purification process ensuring all quality and production parameters…
Added 47 mins ago
Account Manager
eCapital
Orillia, ON
Full-time
…all thanks to our dynamic team who are the cornerstone of our…
Added 47 mins ago
Dispatch Manager
J.D. Irving, Limited
Concord, ON
Full-time
Midland Transport is currently seeking a Dispatch Manager for our Concord Terminal. Reporting to the Terminal Manager, the successful candidate will lead a high-performing dispatch team…
Added 1 hour ago
Marketing Automation Manager
Seequent
Vancouver, BC
Contract
The Marketing Automation Manager is responsible for effectively managing and optimising Seequent’s marketing automation capabilities to support customer acquisition, solution adoption, and…
Added 1 hour ago
Accounting Manager
Mintink®
Concord, ON
Full-time
…products and services with a focus on creativity, reliability, and customer satisfaction. The company values collaboration, accountability, and continuous improvement across all business…

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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