Jobs in Canada

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Added 4 mins ago
Senior Client Service Associate, Toronto, ON
Scotiabank
Toronto, ON
The Senior Client Services Associate provides the Directors and Associate Directors, Execution, National Accounts, with support needed to service client requirements and new asks. This will…
Added 4 mins ago
Wealth Advisor Development Program Kanata
Scotiabank
Ottawa, ON · Kanata, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 4 mins ago
Customer Service Represenative - Eastland Centre, Sarnia (26.5 hrs/week)
Scotiabank
Sarnia, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 33 mins ago
Associate, Acquisitions
CentreCourt
Toronto, ON
Full-time
Demonstrated record of academic and extracurricular excellence 2–4 years of work experience in investment banking, real estate, private equity, accounting, or a similarly rigorous,…
Added 33 mins ago
Associate, Business
CentreCourt
Toronto, ON
Full-time
2–4 years of work experience in investment banking, real estate, private equity, management consulting, law, accounting, or a similarly rigorous, analytical, and fast-paced business…
Added 33 mins ago
ASSOCIATE, INDUSTRIAL INNOVATION VENTURE FUND - Temporary 18 months
BDC
Montreal, QC
Full-time
4+ years of experience in venture capital, private equity, investment banking, consulting, corporate strategy, corporate development, a technology startup, or an industrial/technical…
Added 33 mins ago
ASSOCIATE, INDUSTRIAL INNOVATION VENTURE FUND - Temporary 18 months
BDC
Toronto, ON
Full-time
4+ years of experience in venture capital, private equity, investment banking, consulting, corporate strategy, corporate development, a technology startup, or an industrial/technical…
Added 1 hour ago
Insurance Sales Associate, Burlington
Scotiabank
Burlington, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
Associate Insurance Service Advisor
Scotiabank
AB · Calgary, AB
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 5 hours ago
Private Banking Associate
National Bank of Canada
Vancouver, BC
Full-time
Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax…
Added 15 hours ago
Valuations Complex Financial Instruments, Associate
PwC Canada
Toronto, ON
Full-time
…to mergers and acquisitions, financial reporting, taxation, private capital investments, and corporate decision-making. Working alongside experienced professionals, you will help clients…
Added 1 day ago
Associé·e, Investissements (Bilingue)
Canada Infrastructure Bank/ Banque de l'infrastructure du Canada
Montreal, QC
Full-time
…finance, project finance, transaction advisory, investment banking, private equity, strategy consulting or related financial sector…
Added 2 days ago
Customer Experience Associate - Moose Jaw, SK (22.5 hours/week)
Scotiabank
Moose Jaw, SK
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 days ago
Investment Banking Associate
BMO
Toronto, ON
Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
Added 7 days ago
PIA Client Service Associate
TD
Kamloops, BC
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 7 days ago
PIA Client Service Associate
TD
Regina, SK
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 6 days ago
PIA Client Service Associate
TD
Saanich, BC
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 4 days ago
PIA Client Service Associate
TD
Mississauga, ON
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 7 days ago
Client Service Associate
BMO
Vancouver, BC · FBT
Full-time
…strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning…
Added 6 days ago
Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
Full-time
BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking…
Added 2 days ago
Customer Experience Associate - Solar Uniquartier, Brossard, QC - 15 hours/week
Scotiabank
Brossard, QC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 16 days ago
Trust Associate, Scotiatrust - Montreal/Quebec City
Scotiabank
Montreal, QC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 days ago
Private Banker
RBC
Montreal, QC
Full-time
Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Credit Structures team as key…
Added 3 days ago
Financial Transformation, Senior Associate
PwC
Toronto, ON · Ottawa, ON · Calgary, AB
Full-time
As a Financial Transformation, Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 2 days ago
Private Banker- EN
RBC
Montreal, QC
Full-time
Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Credit Structures team as key…

Scotiabank

Advisor Associate Wealth - Edmonton

Edmonton, AB, T5N 3Z9, Canada

Posting language: English
Posted: Sep 18, 2026

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Original job description

Requisition ID: 273936

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients.

Is this role right for you? In this role, you will:

Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managersWork with Advisors, as well as a larger regional team of Administrators
Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly
Play an important role in booking and preparing files for client meetings, 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
Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards
Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required
Ensure that 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
Perform general office duties, including reception coverage, when required

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

College diploma in business, commerce or equivalent
Demonstrated knowledge of the financial services industry and rules regarding estates, trusts
RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues
Proficiency with Microsoft Office Suite
Working knowledge of CRM2
Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets
A dedication to client service
Strong organizational skills
Strong attention to detail and follow-through skills
Excellent verbal and written communication skills

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.

#SWM

Location(s): Canada : Alberta : Edmonton

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 role involves providing administrative and operational support to Financial Advisors and Portfolio Managers to ensure high standards of client service. Responsibilities include processing client documentation, maintaining databases, preparing for client meetings, and ensuring compliance with regulatory standards.

Requirements

Candidates must have a college diploma in business, commerce, or an equivalent field along with demonstrated knowledge of the financial services industry. Proficiency in Microsoft Office and strong organizational and communication skills are required for success in this position.

Skills

Financial services industry knowledge
Client documentation processing
Transaction request processing
Database management
Client meeting preparation
Correspondence
Compliance reporting
Tax document preparation
Microsoft Office Suite
CRM2
Client service
Organizational skills
Attention to detail
Verbal communication
Written communication

Benefits

Performance Bonus
Employee Share Ownership Program
Pension Plan Matching
Banking Benefits
Health Benefits

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Wealth Management
Administrative Support
Compliance
CRM2
Microsoft Office
Estates
Trusts
RESP
RDSP
FHSA
RRSP
RRIF
TFSA
Tax Documents
Canadian Securities Course
Conduct and Practice Handbook
Portfolio Management
Client Relations
Data Management

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