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Added 49 mins ago
Senior Director, News and University Affairs
The University of British Columbia
Vancouver, BC
$13,531.92 to $20,284.5 CAD / month
Full-time
Reporting directly to the Associate Vice-President, Communications, the Senior Director provides essential central strategic leadership, counsel, and expertise for UBC's news - both…
Added 50 mins ago
Senior Director, News and University Affairs
University of British Columbia
Vancouver, BC · UBCV | Cecil Green Park House (CGPH)
$13,531.92 to $20,284.5 CAD / month
Full-time
Reporting directly to the Associate Vice-President, Communications, the Senior Director provides essential central strategic leadership, counsel, and expertise for UBC's news - both…
Added 3 hours ago
Sales Support Associate II-6
Coach
Richmond, BC
Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 3 hours ago
Sales Support Associate II-4
Coach
Richmond, BC
Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 6 hours ago
Associate Design Director
Klick
Toronto, ON
$140,000 to $160,000 CAD / year
Full-time
As an Associate Design Director, you will establish the visual direction and design strategy for major healthcare campaigns and initiatives. You will mentor design teams while managing the…
Added 6 hours ago
Premier(ère) Associé(e) Technique | Senior Technical Associate
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Full-time
This title could include: Senior Technical Associate, Repair Technician, Maintenance Repair Technician, HVAC Technician, Equipment Repair Technician, Industrial Technician.
Added 6 hours ago
Associé(e) à la Livraison | Delivery Associate
Keurig Dr Pepper
Sherbrooke, QC
Full-time
The Delivery Associate is an important part of the operations, service and delivery team and is responsible for ensuring that our customer’s expectations and needs are fully satisfied.
Added 7 hours ago
Senior Analyst
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Cambridge, ON
Full-time
The Senior Analyst will work across a diverse range of projects with senior staff and teams, providing support for project management, research, and analysis.
Added 8 hours ago
Intermediate Building Envelope Specialist
Entuitive
Calgary, AB
$90,000 to $100,000 CAD / year
Full-time
Provide technical expertise and guidance on small to large scale projects through effective project management, coordination, and participation in the delivery of projects to maintain a…
Added 8 hours ago
Associate Director, Legal Services - Construction
Oxford Properties Group
Toronto, ON
Full-time
As a member of the Oxford Legal Services team, the Associate Director, Legal Services will advise directly and/or manage legal support on construction and development projects across the…
Added 8 hours ago
Reporting & Analysis Manager (Financial Services)
Leons Furniture Limited
Edmonton, AB
Full-time
Today, LFL Group is a proudly Canadian organization with a portfolio of trusted retail brands and businesses, including Leon’s Furniture, The Brick, Appliance Canada, TransGlobal,…
Added 8 hours ago
Driver/Helper (full-time hourly)
Leons Furniture Limited
Sarnia, ON
Full-time
Today, LFL Group is a proudly Canadian organization with a portfolio of trusted retail brands and businesses, including Leon’s Furniture, The Brick, Appliance Canada, TransGlobal,…
Added 8 hours ago
Intermediate Building Envelope Specialist
Entuitive
Remote, Canada
Remote
Provide technical expertise and guidance on small to large scale projects through effective project management, coordination, and participation in the delivery of projects to maintain a…
Added 9 hours ago
Sales Associate II
Coach
Halton Hills, ON
Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 9 hours ago
Sales Associate II
Coach
Halton Hills, ON
Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 9 hours ago
Sales Associate II
Coach
Halton Hills, ON
Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 10 hours ago
Technical Architect Director - PubSec - Mulesoft Canada
Salesforce Partner Canada
Toronto, ON
Full-time
This is a customer-billable delivery role - a senior individual contributor accountable for engagement outcomes and hands-on technical leadership, not an internal people-management position.
Added 10 hours ago
Electrical Design Engineer - Associate Principal
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Toronto, ON
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Associate Principal – Electrical Engineering (Building Consulting)
Added 10 hours ago
Lead Environment Artist / Chef Artiste d’environnement
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Montreal, QC
Full-time
…create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our global theme park destinations, consumer products, and…
Added 10 hours ago
Associate Director, Legal Services - Construction
OMERS
Toronto, ON · Head Office Toronto
Full-time
As a member of the Oxford Legal Services team, the Associate Director, Legal Services will advise directly and/or manage legal support on construction and development projects across the…
Added 11 hours ago
Senior Producer - Pillar | Responsable senior de la production - Pilier
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Montreal, QC
Full-time
…create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our global theme park destinations, consumer products, and…
Added 11 hours ago
Associate Director, Data Analytics & Prospecting
UJA Federation of Greater Toronto
Toronto, ON · North York, Ontario
Full-time
The team is looking to amplify and strengthen our fundraising strategy. As part of this initiative, we are hiring an Associate Director, Data Analytics & Prospecting to own UJA's donor…
Added 11 hours ago
Associate Creative Director (Art)
McCANN Canada
Toronto, ON
Full-time
Note: Please include a link to your portfolio in your resume.
Added 12 hours ago
Sales Associate
iA Financial Group (Industrial Alliance)
Toronto, ON
Full-time
As a Sales Associate supporting the Asian market, you will play a key role in promoting iA’s investment products, including segregated funds, high-interest savings accounts (HISAs), and…
Added 12 hours ago
Finance Support - Accounting
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Perform daily bank transaction tracking and processing, and complete daily/monthly bank reconciliations for management sign-off.

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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