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Added 2 hours ago
Manager/Associate Director, Operational Effectiveness & Partner Communications
YouPotential
Toronto, ON · Greater Toronto Area, Canada
Full-time
Job Board / Manager/Associate Director, Operational Effectiveness & Partner Communications
Added 8 hours ago
Customer Service Associate I
Dollar Tree Stores
Thunder Bay, ON
Part-time
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Added 8 hours ago
Customer Service Associate I
Dollar Tree Stores
Grand Bend, ON
Part-time
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Added 8 hours ago
Customer Experience Associate - Yorkton, SK (15 hours/week)
Scotiabank
Yorkton, SK
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 9 hours ago
Inside Sales Associate
Equitable
Waterloo, ON
Relevant experience in the financial industry with a solid understanding of investment products
Added 10 hours ago
Customer Experience Associate - Cranbrook Street & 6th Street North, Cranbrook, BC (15 hours/week)
Scotiabank
Cranbrook, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 11 hours ago
Customer Experience Associate - Major Mac & Weston Road (18.75 hours/week)
Scotiabank
Woodbridge, ON
Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 11 hours ago
Customer Experience Associate - Major Mac & Weston Road (15 hours/Week)
Scotiabank
Woodbridge, ON
Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 14 hours ago
Associate
Royal Bank of Canada
Vancouver, BC
Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 14 hours ago
Estate and Trust Consultant, Scotiatrust - Kelowna, BC
Scotiabank
Kelowna, BC
…member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will work to deepen and…
Added 15 hours ago
Associate
RBC Dominion Securities
Vancouver, BC
Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 15 hours ago
Electrical Design Engineer - Associate Principal
TalentSphere Staffing Solutions
Toronto, ON
Full-time
Associate Principal – Electrical Engineering (Building Consulting)
Added 16 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 17 hours ago
Customer Experience Associate - Tillsonburg (30 hours/week)
Scotiabank
Tillsonburg, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 18 hours ago
Wealth Associate
National Bank of Canada
Laval, QC
Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 19 hours ago
Associée en Assurance et Gestion du Patrimoine | Insurance and Wealth Associate, Prospr by Sun Life
Sun Life
Montreal, QC · Sun Life Montreal Metcalfe
Full-time
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts…
Added 20 hours ago
Associate Professor/Professor - Healthcare Engineering
University of Toronto
Toronto, ON
$200,000 CAD / year
…Systems Engineering. The appointment will be at the rank of Associate Professor or Professor, with an anticipated start date of July 1, 2027. The successful candidate may be appointed as…
Added 20 hours ago
Compensation Consultant, Associate
Marsh
Toronto, ON
Full-time
As a Compensation Consultant Associate, you will join a national team of 100 passionate consultants who have a wealth of expertise in employee and executive rewards, employee communication,…
Added 21 hours ago
Associate Investment Advisor
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
Full-time
Manulife Wealth provides clients across Canada with financial advice and strategies tailored to their goals, circumstances and life stages. Clients benefit from the strength of a global…
Added 21 hours ago
Senior Litigation Law Clerk, Partner's Desk
Envy Consulting Group
Toronto, ON
$80,000 to $95,000 CAD / year
Full-time
Private wealth and estates litigation | Downtown Toronto litigation boutique
Added 22 hours ago
Senior Global Forwarding Agent
C.H. Robinson
Montreal, QC
Full-time
Minimum 4 years of Global Forwarding industry experience
Added 23 hours ago
Compensation Consultant, Associate
Marsh McLennan
Toronto, ON
Full-time
As a Compensation Consultant Associate, you will join a national team of 100 passionate consultants who have a wealth of expertise in employee and executive rewards, employee communication,…
Added 1 day ago
Core Operations, Associate 2
State Street
Toronto, ON
Full-time
Degree holder in business studies is preferred but candidate with diploma or some relevant experience in the industry would be considered
Added 1 day ago
Associate Director, Business Risk Management - Toronto, ON
Scotiabank - Global Banking and Markets
Toronto, ON
Full-time
At least five years’ experience in a risk management role
Added 1 day ago
Associate
RBC Dominion Securities
Vancouver, BC
Full-time
…join a successful and growing Private Client & Institutional Wealth Management team. This role spans client onboarding and servicing, RBC DS applications, business development support, and…

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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