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Added 27 mins ago
T
Operations Officer III
TD
Mississauga, ON
- Full-time
Provide a broad range of operational support and perform general to specialized transactions and/or other processing activities for own Operations function.
Added 27 mins ago
SB
Account Manager-Special Project (Contract) - Weekly Travel Required
Scandinavian Building Services
Barrie, ON
- Contract
Scandinavian Building Services has been a Canadian leader in retail and commercial cleaning for the last 60 years. Starting as a small family owned and operated business in Edmonton Alberta…
Added 27 mins ago
J
Gestionnaire des installations / Facilities Manager
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Laval, QC · CAN-CLIENT Laval-CRL QC
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Added 27 mins ago
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Added 54 mins ago
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Added 54 mins ago
Dietary Aide - Casual
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Promptly reports unsafe conditions, incidents, or concerns to supervisor, General Manager or Health & Safety Committee.
Added 57 mins ago
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Added 57 mins ago
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Added 1 hour ago
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Part-Time Class 1 Driver
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Coordinate with the Transportation Manager or Coordinator for next-day details such as start times, routes, and necessary addresses.
Added 1 hour ago
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- Full-time
…place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry,…
Added 1 hour ago
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Added 1 hour ago
FB
Bilingual Customer Service Representative
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- Full-time
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Added 1 hour ago
AM
Project Manager
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Added 1 hour ago
Patient Education Associate Co-op
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Added 2 hours ago
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Senior Facilities Manager
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- Full-time
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Keller Developments is seeking a motivated and experienced Project Manager to join our team. Reporting to the Director of Operations, this role is responsible for overseeing and…
Added 2 hours ago
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Deputy Supervisor - Full-Time-Brampton
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Capability in working with Manager to ensure the overall development of direct reports.
Added 2 hours ago
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Account Manager, Commercial
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The Account Manager is a seasoned Commercial insurance professional with deep technical knowledge across all commercial products. They independently manage a book of business as the lead…
Added 2 hours ago
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Sales Consultant - Brantford Honda
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Brantford, ON
- $20,000 to $20,005 CAD / year
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Added 2 hours ago
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Steinbach, MB
Under the direction of the Manager - Environmental Services, the Housekeeping Aide maintains assigned areas in a clean, sanitary, safe and orderly manner to ensure that the highest degree…
Added 2 hours ago
AE
Branch Manager | Truro, NS
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Upper Onslow, NS
- Full-time
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Added 3 hours ago
PA
Senior Sales Executive
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- Full-time
We are seeking an experienced and results-driven North America Sales Manager to lead and grow our sales of various plastic processing equipment, related aftermarket services, and our…
Added 3 hours ago
ST
Technical Sales Representative
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Scotiabank

Wealth Associate Sudbury

Sudbury, ON, P3C 1Z3, Canada

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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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