Jobs in Canada

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Added 1 hour ago
Manager, Unsecured Development & Control
Scotiabank
Toronto, ON
…for the Unsecured portfolio to optimize risk/return within Global Risk Management to meet Canadian Banking strategic priorities. In this role, you will be responsible for the following key…
Added 5 hours ago
Senior Manager - Financial Crime Intelligence - Intelligence, Enterprise Corporate Security
Scotiabank
Toronto, ON
…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…
Added 5 hours ago
Assistant Manager, Trade Finance Operations, Global Transactions Banking - Toronto
Scotiabank
Toronto, ON
…Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, the Guidelines for Business Conduct, AML/ATF and Sanctions Pre-Transaction Due Diligence and Enhanced…
Added 1 day ago
Gestionnaire SSE – Projets d’infrastructures électriques/ HSE Manager – Power Infrastructure Projects
Hitachi
Montreal, QC · (HE)Office_QC, Saint-Laurent
Full-time
…vérifications de crédit (lorsque la loi le permet), des contrôles de sanctions ou d’autres mesures de diligence raisonnable adaptées aux responsabilités du…
Added 1 day ago
Product Manager II - Financial Crime Operations
Kraken
Canada
Full-time
…infrastructure platforms in the industry, built to advance an open, global financial…
Added 1 day ago
Manager, Financial Crimes Oversight Testing
RBC
Toronto, ON · Vancouver, BC · Halifax, NS
Full-time
…anti-bribery/anti-corruption, financial intelligence units, global economic sanctions, high risk client management, and regulatory…
Added 1 day ago
Manager, Balance Sheet Analysis - Canadian Banking Finance
Scotiabank
Toronto, ON
…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…
Added 1 day ago
Manager, Software Engineering
Mastercard
Vancouver, BC
Full-time
We are seeking a Manager, Software Engineering to lead the development and evolution of Mastercard's Sanctions Screening solutions. These solutions help financial institutions assess…
Added 1 day ago
Manager, Software Engineering (Sanction Service)
Mastercard
Vancouver, BC
Full-time
We are seeking a Manager, Software Engineering to lead the development and evolution of Mastercard's Sanctions Screening solutions. These solutions help financial institutions assess…
Added 1 day ago
Manager, Global Design & Standards - Global AML
Scotiabank
ON · Mississauga, ON
The Manager, Global Design & Standards contributes to the success of the Global AML (Anti-Money Laundering) function by supporting the design, documentation, and implementation of Global…
Added 1 day ago
Manager, Financial Crimes Oversight Testing
Royal Bank of Canada
Toronto, ON
Full-time
…anti-bribery/anti-corruption, financial intelligence units, global economic sanctions, high risk client management, and regulatory…
Added 1 day ago
Senior Manager, Global Design & Standards - Global AML
Scotiabank
ON · Mississauga, ON
The Senior Manager, Global Design and Standards, plays a key role in supporting the design, implementation, and ongoing evolution of Global AML Investigations standards, ensuring alignment…
Added 1 day ago
Senior Manager, Global Effectiveness & Initiatives - Global AML
Scotiabank
ON · Mississauga, ON
The Senior Manager, Global Effectiveness & Initiatives leads the execution and delivery of strategic initiatives that enhance the effectiveness, quality, and performance of AML…
Added 1 day ago
Manager, Analytics Engineering, Global Transaction Banking Analytics - Toronto
Scotiabank
Toronto, ON
…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…
Added 1 day ago
Manager, Global Effectiveness & Initiatives - Global AML
Scotiabank
ON · Mississauga, ON
The Manager, Global Effectiveness & Initiatives contributes to the success of the Global AML (Anti-Money Laundering) function by supporting the execution and delivery of initiatives that…
Added 2 days ago
Senior Manager, Loyalty Acquisition
Scotiabank
Toronto, ON
Maintain an external view of Canadian and global loyalty innovation (Avion Rewards, Aeroplan, BMO Rewards, Amex Membership Rewards, retail and fintech models) and translate it into…
Added 2 days ago
Advisor Associate MD Wealth - Sydney
Scotiabank
Sydney Indian Reserve No. 28A, NS · Sydney, NS
…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…
Added 2 days ago
Advisor Associate - Location is St John's NFLD
Scotiabank
St. John's, NL
…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…
Added 2 days ago
Manager, Program Risk, Global Sanctions & Screening
Scotiabank
Toronto, ON
Contributes to the overall success of the Global Sanctions & Screening (GSS) program risk function by ensuring specific individual goals, plans, and initiatives are executed / delivered in…
Added 2 days ago
Senior Manager, Cloud Security Engineering
Scotiabank
Toronto, ON
…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…
Added 2 days ago
Assistant Manager, Trade Finance Operations - Global Transactions Banking - Toronto
Scotiabank
Toronto, ON
…Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, the Guidelines for Business Conduct, AML/ATF and Sanctions Pre-Transaction Due Diligence and Enhanced…
Added 2 days ago
Wealth Associate Sudbury
MD Financial Management | Gestion financière MD
Sudbury, ON · Greater Sudbury, ON
Full-time
…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…
Added 2 days ago
Wealth Associate Sudbury
Scotiabank
Sudbury, ON
…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…
Added 2 days ago
Senior Financial Crime Risk Investigator (5362)
TD
Toronto, ON · Ottawa, ON · Vancouver, BC
Full-time
Conduct a variety of complex investigations, including AML, Sanctions/ABAC and Financial Crime
Added 3 days ago
AVP, Senior Portfolio Manager TA&A (SBS)
SCOR
Toronto, ON · Greater Toronto Area, Canada
Full-time
About SCOR: As a leading global reinsurer, SCOR offers its clients a diversified and innovative range of reinsurance and insurance solutions and services to control and manage risk.…

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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