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Added 2 mins ago
Banking Relationship Sales Representative (Small Business Solutions)
ADP
Mississauga, ON
$71,600 to $121,600 CAD / year
Full-time
Drive new business growth by selling ADP’s cloud‑based HCM solutions (payroll, HR, tax, benefits) to small businesses (1–49 employees) through field and virtual sales.
Added 2 mins ago
Outside Field Sales Representative (Small Business Solutions)
ADP
Mississauga, ON
$71,600 to $121,600 CAD / year
Full-time
Drive new business growth by selling ADP’s cloud‑based HCM solutions (payroll, HR, tax, benefits) to small businesses (1–49 employees) through field and virtual sales.
Added 5 hours ago
Marketing Manager
Boast Capital LP
Toronto, ON · Vancouver, BC
$110,000 to $130,000 CAD / year
…streamlined, scalable engine for growth. By combining deep tax expertise with our purpose-built AI, Boast helps clients capture the full value of their R&D, organize the evidence behind it,…
Added 6 hours ago
Senior Manager Benefits & Wellness
IG Wealth Management
MB · Manitoba, Canada
Full-time
…are delivered at IGM. Working at the intersection of people, technology and service delivery, you will identify opportunities to leverage automation, AI and digital solutions to improve…
Added 6 hours ago
Senior Manager Benefits & Wellness
IG Wealth Management
ON · Ontario, Canada
Full-time
…are delivered at IGM. Working at the intersection of people, technology and service delivery, you will identify opportunities to leverage automation, AI and digital solutions to improve…
Added 6 hours ago
Senior Manager, Financial Reporting & Insights
BDO
Winnipeg, MB
Full-time
BDO Canada is seeking a Senior Manager to join our Financial Reporting & Insights (FR&I) team. This group provides high-quality accounting, financial reporting, tax compliance, and advisory…
Added 8 hours ago
Banking Relationship Sales Representative (Small Business Solutions)
ADP
Mississauga, ON
Full-time
Drive new business growth by selling ADP’s cloud‑based HCM solutions (payroll, HR, tax, benefits) to small businesses (1–49 employees) through field and virtual sales.
Added 8 hours ago
Senior Manager Project Finance
IFG - International Financial Group
Toronto, ON
Contract
Our client, a leading Canadian financial institution, is looking for an experienced Senior Project Manager to support regulatory projects across Finance, with a strong focus on Tax. The…
Added 8 hours ago
Specialized Financing and Banking Solutions Advisor
Desjardins
Quebec, QC
Full-time
…everyday financial transactions. You work closely with the wealth manager and the business centre manager, serving as a partner and supporting business relationships with clients.…
Added 8 hours ago
Lead, Corporate Accountant
Venterra Realty
Richmond Hill, ON
Full-time
…Service teams as well as partner with our Investor Relations, Tax and Acquisitions departments. The team facilitates the dissemination of financial information to key business stakeholders…
Added 8 hours ago
Sr. Manager - Tax- Global Compliance and Reporting - London
EY
London, ON
As a Senior Tax Manager, you will be a part of our Global Compliance & Reporting (GCR) group. In this role, you will develop the technical proficiency and connectivity to address client…
Added 8 hours ago
Senior Tax Manager
Bell
Montreal, QC
We believe in empowering people. That’s why we equip our teams with cutting-edge technology, AI tools, and a collaborative environment that supports creativity and growth. Want to be part…
Added 8 hours ago
Lead, Corporate Accountant
Venterra Realty
Richmond Hill, ON
Full-time
…Service teams as well as partner with our Investor Relations, Tax and Acquisitions departments. The team facilitates the dissemination of financial information to key business stakeholders…
Added 8 hours ago
Senior/Staff Product Manager, Financial Risk
Wealthsimple Technologies
Remote, Canada
Full-time · Remote
…managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets…
Added 9 hours ago
Senior Project Manager - Tax Compliance
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
$80 to $90 CAD / hour
Contract
As a member of the Finance PMO delivery team, the Senior Project Manager will be a seasoned expert delivering highly complex projects from end to end - including initiation, requirement…
Added 9 hours ago
Sr. Manager - Tax- Global Compliance and Reporting - London
EY
London, ON
Full-time
As a Senior Tax Manager, you will be a part of our Global Compliance & Reporting (GCR) group. In this role, you will develop the technical proficiency and connectivity to address client…
Added 9 hours ago
Branch Manager
Airgas
Saint-Hyacinthe, QC
Full-time
Reporting to the Regional Operations Manager, the incumbent contributes to the company’s overall profitability by maintaining a high level of effectiveness and efficiency in managing branch…
Added 10 hours ago
Tax Manager
Accountor CPA
Calgary, AB
Full-time
We are seeking an experienced Tax Manager to join our growing accounting and tax practice.
Added 10 hours ago
Senior Director, Investment Execution - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
Full-time
This position serves as a strategic project manager and stakeholder lead throughout the investment lifecycle, including opportunity assessment, legal and tax review, operational readiness,…
Added 10 hours ago
Senior Director, Investment Execution - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
Full-time
This position serves as a strategic project manager and stakeholder lead throughout the investment lifecycle, including opportunity assessment, legal and tax review, operational readiness,…
Added 10 hours ago
Wealth Associate
National Bank of Canada
Winnipeg, MB
Full-time
…environment, takes pride in accuracy, and is comfortable learning new technology and navigating multiple systems and processes. The successful candidate will be an important part of a…
Added 10 hours ago
Manager SR&ED, Manufacturing
Deloitte
Vancouver, BC
Full-time
Your day is dynamic and impactful. You'll develop core skills in preparing SR&ED tax credit claims, guided by experienced mentors. As your expertise grows, you'll take on responsibilities…
Added 10 hours ago
Technology Partner Communications Manager
Equinix
Toronto, ON
Full-time
The Manager of Technology Partner Communications is the strategic communications owner for this high-visibility segment of our partner business. Working at the intersection of Product…
Added 11 hours ago
Outside Field Sales Representative (Small Business Solutions)
ADP
Mississauga, ON
Full-time
Drive new business growth by selling ADP’s cloud‑based HCM solutions (payroll, HR, tax, benefits) to small businesses (1–49 employees) through field and virtual sales.
Added 11 hours ago
Advisor Associate MD Wealth - Sydney
Scotiabank
Sydney Indian Reserve No. 28A, NS · Sydney, NS
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,…

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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