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Added 5 hours ago
MC
Senior Product Manager - Brokerage Clearing and Settlement System
Moomoo Canada
Toronto, ON · North York, ON
- Full-time
…to expand our team with a dynamic, growth-mindset Investment…
Added 6 hours ago
FT
Outside Sales Representative, Calgary Moraine
Fountain Tire
Calgary, AB
- Other
…and dedicated individual to join our team as an Outside Sales Representative to help grow our business and support our customers. If you enjoy building relationships and finding new…
Added 7 hours ago
P
Inbound Business Development Representative (SDR)
PheedLoop
Toronto, ON
- Full-time
At PheedLoop, we build critical technology for the global events industry. From conferences and trade shows to hybrid and virtual experiences, our software powers high-impact events around…
Added 7 hours ago
M
Senior Field Supervision Manager
Manulife
Burlington, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Responsible for Tier 1 supervision, approval of daily, monthly, quarterly trade reports.
Added 8 hours ago
US
Install Foreman
University Sprinkler Systems Inc
Delta, BC
- Full-time
Construction-related trade experience and/or qualifications are an asset
Added 8 hours ago
S
Talent Pool - Journeyed Trade, Industrial Mechanic (Millwright)
SaskPower
Estevan, SK
- Full-time
This talent pool will be used to fill current and future opportunities for Journeyed Trade Industrial Mechanics (Millwrights). Candidates may be contacted as positions become available at…
Added 8 hours ago
W
Heavy Duty Field Technician
Wajax
Red Deer, AB
- Full-time
Education: Trade certification, Journeyman Red Seal
Added 10 hours ago
M
Senior Manager, Sourcing
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Manage relationships with key business partners and project owners to maintain momentum, surface blockers early, and ensure alignment on trade-offs and approvals.
Added 11 hours ago
VC
Inside Sales Representative
Viessmann Climate Solutions
Langley (District), BC · Langley, BC
- $33,000 to $83,000 CAD / year
- Full-time
Viessmann is looking for a dynamic Inside Sales Representative to join our team in Langley, BC. In this role, you’ll be the operational backbone of our sales engine - ensuring flawless…
Added 11 hours ago
WS
Job Developer
WCG Services
Prince George, BC
- Full-time
Attend business and community events including Chamber of Commerce functions and other community or employer-based trade shows
Added 11 hours ago
AC
Inside Sales Account Manager, Eastern Canada
Axis Communications
Montreal, QC · Canada - Montreal
- Full-time
Drive awareness and participation in Axis Academies, webinars, trade shows, customer events, and other engagement activities.
Added 13 hours ago
D
ASF-C
Desjardins
Longueuil, QC · Caisse Desjardins du Vieux-Longueuil
- Full-time
Added 13 hours ago
LI
Senior Data Engineer
Livingston International
Toronto, ON · Etobicoke, ON
- Full-time
Join Livingston and grow your career in the constantly changing world of international trade. Livingston is a market leader offering customs brokerage, international trade consulting,…
Added 13 hours ago
CB
Regional Sales Manager
Cornerstone Building Brands
Toronto, ON
- Full-time
Serves as company representative, as needed, with industry organizations or at trade associations/shows
Added 15 hours ago
RP
Territory Sales Manager
Reliable Parts Ltd.
Winnipeg, MB
- Full-time
Engagement: Attend monthly meetings for company-sponsored associations and participate in local, regional, and national trade shows as required.
Added 15 hours ago
R&
Financial Analyst
Robertson & Company Ltd.
Markham, ON
- Full-time
…intercompany invoicing and reconciliation, inventory, capital assets, trade spend and other liability…
Added 17 hours ago
MF
Group Benefits Sales Representative
Merit for Apprenticeship
Mississauga, ON
- Full-time
…shop construction employers across the province. As a multi-trade construction association, we provide advocacy, education, workforce development, group insurance benefits program and…
Added 18 hours ago
SP
Instructor, Heavy Equipment Truck & Transport (HETT)
Saskatchewan Polytechnic Alumni
Saskatoon, SK · Greater Saskatoon Metropolitan Area
- Full-time
…are Indigenous. A continued emphasis on the development of a representative workforce is one of Sask Polytech’s strategic priorities and, as an organization, we are making significant…
Added 18 hours ago
SP
Instructor, Computer Systems Technology (Casual 2026-2027) Saskatoon Campus
Saskatchewan Polytechnic Alumni
Saskatoon, SK · Greater Saskatoon Metropolitan Area
- Temporary
Saskatchewan Polytechnic is committed to building a diverse and representative workforce that reflects the communities we serve. We recognize that First Nations, Métis, and Inuit peoples…
Added 18 hours ago
DC
Team Leader, Contract Services
Defence Construction Canada
Comox, BC
- Contract
The duties and responsibilities listed below are representative but not all-inclusive:
Added 18 hours ago
SP
Instructor, Computer Systems Technology (Casual - Fall 2026)
Saskatchewan Polytechnic Alumni
Regina, SK · Greater Regina Metropolitan Area
- Temporary
Saskatchewan Polytechnic is committed to building a diverse and representative workforce that reflects the communities we serve. We recognize that First Nations, Métis, and Inuit peoples…
Added 18 hours ago
EJ
Canada Registered Branch Associate Trainee
Edward Jones
Mississauga, ON
- Full-time
Responsibilities as a Registered Representative performed at the direction of the FA or independently based on branch processes for all existing clients may include:
Added 18 hours ago
MJ
Sales Representative
Manufacturing Job Site
MB · Rosenort, MB
- Full-time
Participate in trade shows, dealer events, and industry networking opportunities.
Added 19 hours ago
MC
Lead Data Centre Commissioning Engineer & Project Manager
Mission Critical Engineers | Mission Critical Forensics
Toronto, ON
- Full-time
Serve as the primary MCE project interface with the client, owner’s team, general contractor, trade contractors, OEMs, design engineers, controls providers, authorities having jurisdiction,…
Added 19 hours ago
RD
Senior Associate
RBC Dominion Securities
Vaughan, ON
- Full-time

Scotiabank

Advisor Associate MD Wealth - Sydney

Sydney Indian Reserve No. 28A, NS, Canada
Sydney, NS, B3L 2C1, Canada

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Job details

Posting language: English
Posted: Sep 15, 2026

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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