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Added 32 mins ago
HT
Advanced Applications Blow Molding Specialist
Husky Technologies
Bolton, ON
- Full-time
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Added 32 mins ago
BU
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- Full-time
Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Added 32 mins ago
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Montreal, QC
- Full-time
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Added 47 mins ago
N(
Assessment Services Specialist, Services for Students with Disabilities
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
…assessment services and provide administrative and service support. This position requires a strong commitment to quality service delivery, effective communication skills, and a focus on…
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Advanced Applications Blow Molding Specialist
Husky Technologies
Bolton, ON
- Full-time
We are currently seeking a Stretch Blow Molding Specialist to join our Advanced Solutioning team. You will be working alongside our process, application, melt delivery and technology teams…
Added 6 hours ago
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Technology Lifecycle Services Renewals Sales Specialist Intern – Entry Level Sales Program 2027
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Calgary, AB
- $82,875 to $117,000 CAD / year
- Full-time
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Added 6 hours ago
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Technology Lifecycle Services Renewals Sales Specialist Intern – Entry Level Sales Program 2027
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Ottawa, ON
- $82,875 to $117,000 CAD / year
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Added 7 hours ago
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Triage Quality Specialist (PT/OT)
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Ottawa, ON
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Toronto, ON
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RQ11822 – Systems Testing/QA Specialist – Senior
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Toronto, ON
- Full-time
We are seeking a Senior Systems Testing/QA Specialist with strong experience in software testing, quality assurance, test automation, application development, coding, debugging, and defect…
Added 10 hours ago
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Billing Specialist (SaaS Billing)
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- $55,000 to $65,000 CAD / year
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We are seeking a detail-oriented Billing Specialist to support SaaS billing operations, accounts receivable, and financial reconciliation across multiple business units. In this role, you…
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Added 10 hours ago
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Academic Quality Assurance Specialist
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Added 11 hours ago
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Quality Assurance Specialist – Food Safety & Regulatory Compliance
MNG International
ON
- $47,000 to $52,000 CAD / year
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Added 12 hours ago
MC
IT Operations & Systems Support Specialist (34762)
Myticas Consulting
Ottawa, ON
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IT Systems Support Specialist – Technology & Infrastructure
Added 12 hours ago
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Microsoft Dynamics 365 Finance Functional Consultant – D365 F&O | Manufacturing (35742)
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Toronto, ON
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Initial Intensive Support Period: Approximately 4–8 Weeks

Scotiabank

Regional Administrative Specialist

Toronto, ON, M5G 1W7, Canada

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Job details

Posting language: English
Posted: Oct 16, 2026

Original job description

Requisition ID: 275984

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.

Location(s): Canada : Ontario : Toronto

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 Regional Administrative Specialist provides administrative and operational support to Financial Advisors and Portfolio Managers to ensure high service standards for clients. Responsibilities include processing client documentation, maintaining accurate databases, preparing for client meetings, and ensuring compliance with regulatory requirements.

Requirements

Candidates must possess a college diploma in business or commerce and demonstrate knowledge of the financial services industry, including various investment and tax-related products. Proficiency in Microsoft Office and strong organizational and communication skills are essential for success in this role.

Skills

Administrative support
Operational support
Client documentation
Transaction processing
Database management
Client service
Compliance reporting
Microsoft Office Suite
Financial services knowledge
Organizational skills
Attention to detail
Communication skills
CRM2
Canadian Securities Course
Conduct and Practice Handbook

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Administrative Specialist
Financial Services
Wealth Management
Client Documentation
CRM2
Canadian Securities Course
CSC
Conduct and Practice Handbook
CPH
Microsoft Office
Compliance
Estates
Trusts
RESPs
RDSPs
FHSAs
RRSPs
RRIFs
TFSAs
Non-registered investments
Tax documents
Reception
Operational Support
Data Accuracy
Client Inquiries

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