Jobs in Canada

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Added 18 mins ago
VB
Sr. Specialist - Project Risk Management
Vale Base Metals
Toronto, ON
- Full-time
This permanent position reports to the Sr. Manager, Project Controls – Canada and provides senior functional leadership for Project Risk Management across Vale Base Metals’ Canadian studies…
Added 18 mins ago
VB
Specialist, Technical - Business Planning Architecture
Vale Base Metals
Toronto, ON
- Full-time
Bachelor's degree in Business Administration, Engineering, Commerce, Finance, Economics, Operations Management, Project Management, or a related discipline.
Added 48 mins ago
FN
Application Business Analyst, IT Application Management
First National Financial LP
Toronto, ON · East York, ON
- Contract
Hybrid working environment (2-3 days in office)
Added 1 hour ago
Q
Revenue Operations Manager – Partner & Channel Operations
Quadient
Markham, ON
- $90,000 to $100,000 CAD / year
- Full-time
Quadient is seeking an experienced Revenue Operations Manager – Partner & Channel Operations to oversee the systems, processes, and data that support our partner and channel business.
Added 2 hours ago
Q
Revenue Operations Manager – Partner & Channel Operations
Quadient
Markham, ON
- $90,000 to $100,000 CAD / year
- Full-time
Quadient is seeking an experienced Revenue Operations Manager – Partner & Channel Operations to oversee the systems, processes, and data that support our partner and channel business.
Added 2 hours ago
A
Portfolio Administrator - AM-26-226
Aviso
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
Reporting to the Senior Manager, MAP Trading, the Portfolio Administrator is responsible for the daily portfolio administration of Credential's Separately Managed Account (SMA) programs and…
Added 2 hours ago
T
Customer Experience Associate
TD
London, ON
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 2 hours ago
T
Customer Experience Associate
TD
Mississauga, ON
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 2 hours ago
TR
Vice-président(e) exécutif(ve) (VPE)
Tender Retail
ON · Ontario, Canada
- Full-time
Baccalauréat en administration, en génie, en informatique ou dans un domaine connexe (MBA, un atout).
Added 3 hours ago
JF
Restaurant Supervisor
Jollibee Foods Corporation North America
Vancouver, BC
- $20.25 CAD / hour
- Full-time
- Part-time
The Restaurant Supervisor assists the Restaurant Manager and restaurant team in the achievement of the Restaurant Business Goals through effective implementation of specific operations…
Added 3 hours ago
JF
Restaurant Supervisor
Jollibee Foods Corporation North America
Edmonton, AB
- $17.55 CAD / hour
- Full-time
- Part-time
The Restaurant Supervisor assists the Restaurant Manager and restaurant team in the achievement of the Restaurant Business Goals through effective implementation of specific operations…
Added 3 hours ago
T
Personal Banking Associate
TD
Richmond, BC
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 3 hours ago
A
Government Relations Manager
ATB
Edmonton, AB · Calgary, AB
- Full-time
As a Government Relations Manager, you are responsible for executing on key strategies to advance ATB Financial's business goals, while monitoring legislative developments and translating…
Added 3 hours ago
BH
Senior Manager, Supportive Housing Delivery
BC Housing
Burnaby, BC
- Full-time
Bachelor’s degree in commerce, Business Administration, Public Administration, Finance, or a related field.
Added 3 hours ago
CO
Financial Analyst - Regular Full-Time
City of Oshawa
Oshawa, ON
- Full-time
Regular Full-Time Infrastructure Delivery Project Manager - City of Oshawa
Added 4 hours ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
· Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 4 hours ago
T
TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
Accept/create leads and ensure correct referral coding administration
Added 4 hours ago
CA
Sales Support Specialist
Centurion Associates Inc
Toronto, ON
- Full-time
Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies…
Added 4 hours ago
BI
Bilingual Client Service Associate
BMO Insurance
Toronto, ON
- Full-time
Performs defined policy administration tasks and submits for approval as required.
Added 4 hours ago
RH
Accounting Manager
Robert Half
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
We are looking for a detail-oriented and analytical Senior Accountant or Accounting Manager to join our client's finance team. You will support financial planning, budgeting, forecasting,…
Added 4 hours ago
M
Administrative Assisstant
Morguard
Saskatoon, SK
- Full-time
The Administrative Assistant is accountable to the Manager or the Director of a function, department or office for ensuring that all daily administrative and other function-specific support…
Added 4 hours ago
TE
Branch Administrator - Victoria
TK Elevator
Victoria, BC
- Full-time
…qualifications. All final hiring decisions are made by either the hiring manager or the recruitment…
Added 4 hours ago
V&
Account Manager
Vieira & Associates Insurance Brokers Ltd.
Toronto, ON
- Full-time
Role Description The Account Manager is a full-time, on-site role located in Toronto, ON. This position is responsible for managing a portfolio of personal and commercial lines clients,…
Added 4 hours ago
E
Business Line Manager - Surface Division
Epiroc
Mississauga, ON
- Full-time
Join Our Team as a Business Line Manager - Surface Division at Epiroc!
Added 5 hours ago
Manager, Global Benefits
Geotab
Canada
We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Manager, Global Benefits who will lead the design, strategy, and…

Scotiabank

Wealth Associate Sudbury

Sudbury, ON, P3C 1Z3, Canada

Apply on jobs.scotiabank.com About employer

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.

Apply on jobs.scotiabank.com About employer

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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Work requirements

Jobs in Canada