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Added 1 hour ago
LM
Sous Chef - Casino Victoria
Lahal Management LP
Victoria, BC
- $55,000 to $65,000 CAD / year
- Full-time
Under the general direction of the Manager – Food & Beverage, this position is responsible for the overall kitchen operations. Ensures adherence to the Company’s policies and procedures,…
Added 1 hour ago
FT
Assistant Manager, Calgary Crowfoot
Fountain Tire
Calgary, AB
- Other
At Fountain Tire, success is centered on providing an exceptional customer experience and building strong community relationships. Managers are leaders and builders who thrive on…
Added 2 hours ago
AI
Service Manager - 417 Nissan
AutoCanada Inc.
Ottawa, ON
- $75,000 to $125,000 CAD / year
- Full-time
Resolve service desk problems and improve current service desk operations to increase productivity and enable amazing customer service
Added 2 hours ago
AI
Marketing Coordinator
AutoCanada Inc.
Edmonton, AB
- Full-time
…Team Members, customers and operational excellence fuels our…
Added 3 hours ago
B
Office Manager
Binners
Toronto, ON · Etobicoke, ON
- $70,000 to $90,000 CAD / year
- Full-time
As we enter our next stage of growth, we are looking for an experienced Office Manager to take ownership of the day-to-day management of our office and administrative functions.
Added 4 hours ago
FA
Duty Officer
Flair Airlines Ltd.
Toronto, ON
- Full-time
Join the System Operations Control Centre (SOCC) team at Flair as a Duty Officer, where you will play a key role in overseeing day-of operations and supporting the safe and efficient…
Added 4 hours ago
FA
Maintenance Control Supervisor
Flair Airlines Ltd.
Toronto, ON
- Full-time
Support the Senior Manager, Maintenance Operations, during the Maintenance Control Manager’s absence, maintaining continuity of MCC operations and supporting operational decision-making.
Added 4 hours ago
BB
Seasonal Merchandiser
Bloomstar Bouquet
Fredericton, NB
- Temporary
The Merchandiser contributes to the success of Bloomstar by providing exceptional customer service at partner stores. This includes merchandising products, freshness rotation; display set…
Added 4 hours ago
ME
Retail Manager - Whistler
Mountain Equipment Company
Whistler, BC
- $56,000 to $69,900 CAD / year
Reporting to the General Manager, you will lead teams, coach and develop staff, drive operational excellence, execute business priorities, and help create a positive and inclusive culture.…
Added 5 hours ago
Corporate Store Key Holder - Temporary
Bulk Barn
Yarmouth Indian Reserve No. 33, NS · YARMOUTH, NS
…retailer with close to 300 stores and growing! The key to our success is progressive thinking, detailed/ methodical planning and flawless execution by passionate people across our…
Added 5 hours ago
SE
Field Service Technician
Schneider Electric
Calgary, AB
- Full-time
Engaging, hands-on work with real impact on customer operations
Added 5 hours ago
FH
Project Manager - Redevelopment & Major Projects
Fraser Health
Surrey, BC
- Full-time
As a Project Manager - Redevelopment & Major Projects you will advise on change strategies, approaches, and provide project and change services specific to the New Surrey Hospital & Cancer…
Added 5 hours ago
R
Principal Product Manager, AI Solutions
RBC
Vancouver, BC
- Full-time
Set ambitious objectives and key results (OKRs) to measure product success and drive continuous improvement;
Added 5 hours ago
K
Maintenance Mechanic / Millwright (Night Shift)
Knoll
Toronto, ON
- Full-time
Ensure all production and safety related issues are communicated to the Maintenance WTL/Manager and appropriate Operations WTL
Added 5 hours ago
TU
Graduate Management Trainee - Pembrokeshire
targetjobs UK
Pembroke, ON
- Full-time
…excellent training, our Management Trainees can progress to Branch Manager in one of our retail operations in as little as two years. In fact, most of our senior leaders began their careers…
Added 5 hours ago
SD
Assistant Front Store Manager
Shoppers Drug Mart
Leduc, AB
- Full-time
Role Description The Assistant Front Store Manager is a full-time, on-site role based in Leduc, AB, supporting the overall operations and customer experience in the front store. This role…
Added 6 hours ago
B
Facility Manager III
BGIS
Montreal, QC
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
Added 7 hours ago
B
Facility Manager III
BGIS
Toronto, ON
- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 7 hours ago
Team Lead-Retail
Roots
Montreal, QC
…motivating the team to exceed goals. Reporting directly to the Store Manager, the Team Lead provides support and coverage to the Store and Assistant Managers in their absence. They model…
Added 7 hours ago
Sales Associate-Retail
Roots
London, ON
We are currently hiring for a Sales Associate. Reporting to the Store Manager, the Sales Associate plays a vital role in promoting our core values. The main objective of this position is to…
Added 7 hours ago
Front Office Manager
Coast Hotels
Chilliwack, BC
We're looking for a Front Office Manager who will provide leadership and direction for the Front Office team while ensuring exceptional guest experiences and operational excellence. You…
Added 7 hours ago
I
Process/Project Engineer
Innophos
Port Maitland, ON
- $90,000 to $105,000 CAD / year
- Full-time
…are the heart of our organization and the foundation of our success. We are driven by our core values of safety, diversity, integrity and collaboration. Headquartered in Cranbury, New…
Added 7 hours ago
T
PIA Client Service Associate
TD
Montreal, QC
- Full-time
Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard…
Added 7 hours ago
T
TDIP - Associate Director, Relationship Management
TD
Toronto, ON
- Full-time
…and growth objectives. Develop a detailed understanding of customer business models, capital structures, funding strategies, transaction flows, and growth plans. Partner with Capital…
Added 7 hours ago
SA
Leadership Career Opportunities
Steele Auto Group
Dartmouth, NS · NB · PE · NL
- Full-time
As Atlantic Canada’s largest automotive group, with 50+ locations across the Atlantic provinces, we deliver exceptional customer experiences by putting our people first. We invest in…

Scotiabank

Wealth Associate Sudbury

Sudbury, ON, P3C 1Z3, Canada

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Applications open in a new tab.

Job details

Posting language: English
Posted: Sep 28, 2026

Original job description

Requisition ID: 274529

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

The 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 manner
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

Location(s): Canada : Ontario : Sudbury

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 Wealth Associate provides administrative and operational support to Financial Consultants and Portfolio Managers to ensure high standards of client service. Responsibilities include processing client documentation, managing inquiries, and maintaining compliance with regulatory requirements.

Requirements

Candidates must hold a college diploma or university degree in business or commerce and possess demonstrated knowledge of financial services and investment products. Approval as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO) is required.

Skills

Client Service
Administrative Support
Financial Services
Investment Products
CRM2
Microsoft Office Suite
Regulatory Compliance
Account Management
Transaction Processing
Problem Resolution
Communication
Attention To Detail
Time Management
Relationship Management
Data Entry

Visa sponsorship

Not detected in the job text

Keywords

Wealth Associate
Financial Consultants
Portfolio Managers
Estates
Trusts
RESPs
RRSPs
RRIFs
TFSAs
Mutual Funds
CIRO
CRM2
Microsoft Office Suite
Compliance Reporting
Account Management
Client Engagement
Operational Support
Risk Management
Scotiabank

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