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Added 25 mins ago
Store Associate
Dollarama
Hawkesbury, ON
Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 25 mins ago
Merchandising Associate Part Time - OAKVILLE BURLOAK
The Home Depot Canada
Oakville, ON
Part-time
…strategies and ensure product is displayed correctly to drive sales and maximize inventory turns. MEAs work in teams with on-site supervision, and provide service to multiple departments in…
Added 25 mins ago
Sales Associate - CosmoProf Store # 07335
CosmoProf Beauty
Belleville, ON
Full-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 25 mins ago
Merchandising Associate Part Time - SARNIA
The Home Depot Canada
Sarnia, ON
Part-time
…strategies and ensure product is displayed correctly to drive sales and maximize inventory turns. MEAs work in teams with on-site supervision, and provide service to multiple departments in…
Added 25 mins ago
Sales Associate
Pearle Vision
Ottawa, ON · Kanata, ON
Part-time
The Sales Associate creates exceptional value in the lives of patients by delivering outstanding eye care right in your neighborhood. Join our team and hone your selling and consultative…
Added 25 mins ago
Beauty Specialist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Peterborough, ON
Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 25 mins ago
Sales Associate
LensCrafters
Sarnia, ON
Part-time
The Sales Associate sets the standard of quality in eye care and eyewear by ensuring every patient and customer has the best experience in every LensCrafters every time. The role of Sales…
Added 25 mins ago
Part Time Sales Associate
Showcase - Home of the Hottest Trends
Vaughan, ON
Part-time
…trending products in retail. You will be asked to maximize the sales of the store by achieving and surpassing personal productivity goals while being a part of an exciting and highly…
Added 25 mins ago
Fashion Associate (Part time) - Langley
RCL - Reitmans Canada Ltd/Ltée
Langley (District), BC · City of Langley, BC
Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…
Added 25 mins ago
LensCrafters - Retail Sales Associate - Vancouver
LensCrafters
Vancouver, BC
Part-time
As a Sales Associate, your objective will be to provide an exceptional shopping experience that will encourage positive customer connections and brand loyalty.
Added 25 mins ago
Sales Associate
LensCrafters
Cambridge, ON
Part-time
The Sales Associate sets the standard of quality in eye care and eyewear by ensuring every patient and customer has the best experience in every LensCrafters every time. The role of Sales…
Added 25 mins ago
Associate, Investment Banking, Real Estate
TD Securities
Toronto, ON
Full-time
…Real Estate Investment Banking team as an Investment Banking Associate based in Toronto. We believe that diversity is key to our success in competitive global marketplaces and we embrace…
Added 25 mins ago
Part Time Sales Associate
Showcase - Home of the Hottest Trends
St. Catharines, ON
Part-time
…trending products in retail. You will be asked to maximize the sales of the store by achieving and surpassing personal productivity goals while being a part of an exciting and highly…
Added 25 mins ago
Sales Associate
WIRELESSWAVE / WAVE SANS FIL
Burlington, ON
Full-time
New: Maternity Leave Top‑Up Program: We’re proud to introduce a new benefit designed to support employees during one of life’s most important milestones. Our Maternity Leave Top‑Up Program…
Added 25 mins ago
VP of Operations
Wolf Steel Ltd
Barrie, ON
Full-time
The VP, Operations translates sales demand, product mix, and business priorities into clear operating plans and leads the manufacturing network through a common operating system. This…
Added 25 mins ago
Beauty Specialist, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Vaughan, ON
Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 25 mins ago
Associate Manager
No Frills
Quinte West, ON
Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 25 mins ago
Beauty Specialist, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Barrie, ON
Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 25 mins ago
Front Store Supervisor, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Winnipeg, MB
Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 25 mins ago
Natural Foods Department Manager
Loblaw Companies Limited
Cranbrook, BC
Full-time
Ensure the department meets or exceeds sales and profitability goals
Added 25 mins ago
Merchandiser, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Ottawa, ON · Nepean, ON
Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 25 mins ago
Merchandiser, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
King City, ON
Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 25 mins ago
Merchandiser, Hourly Full Time Day
Loblaw Companies Limited
Toronto, ON
Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 25 mins ago
Sales Associate
QE Home
Red Deer, AB
Part-time
Join QE Home's passionate retail team and become part of a Canadian company known for comfort, quality, and care. As a Sales Associate, you’ll be the friendly face that welcomes guests,…
Added 55 mins ago
(can) optician, dual licensed
Walmart Canada
Toronto, ON
Full-time
…ordering and dispensing of quality eyewear while maximizing sales and profit, maintaining exemplary customer service by adhering to the 3 Basic Beliefs and values of…

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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