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Added 2 hours ago
Meat - Meat Cutter
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Sherwood Park, AB
Meet company meat standards and Canadian Food Inspection Agency regulations (CFIA)
Added 2 hours ago
PR
HR Systems Consultant
Peterborough Regional Health Centre
Peterborough, ON
- Full-time
…healthcare and social services category, and 199 overall among 300 Canadian employers across all sectors, on the Canada’s Best Employers list released by Forbes in…
Added 6 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Canadian Association of Medical Radiation Technologists (CAMRT) membership recommended.
Added 6 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Canadian Association of Medical Radiation Technologists (CAMRT) membership recommended.
Added 6 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Canadian Association of Medical Radiation Technologists (CAMRT) membership recommended.
Added 6 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Canadian Association of Medical Radiation Technologists (CAMRT) membership recommended.
Added 10 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
Comprehensive Support: Our clinic provides well-trained staff, an experienced clinic manager, and optional urgent care services with on-site resources.
Added 19 hours ago
CC
Retail Shift Leader
Canna Cabana
Fort Saskatchewan, AB
- Part-time
Provide assistance to store management in supervising and facilitating the daily operations of the store
Added 20 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Canadian Association of Medical Radiation Technologists (CAMRT) membership recommended.
Added 20 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Canadian Association of Medical Radiation Technologists (CAMRT) membership recommended.
Added 20 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Canadian Association of Medical Radiation Technologists (CAMRT) membership recommended.
Added 20 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Canadian Association of Medical Radiation Technologists (CAMRT) membership recommended.
Added 22 hours ago
FOH Management - Assistant Manager
Northland Properties
Sherwood Park, AB
Working with the General Manager, some of your responsibilities will include:
Added 22 hours ago
Senior Specialist Labour Relations
Canada Post - Postes Canada
Ottawa, ON
…to business partners, support groups, and Local and Regional Operations management on the interpretation, application and administration of various Collective Agreements, labour…
Added 1 day ago
S
Meat - Meat Cutter
Sobeys
Emerald Park, SK
- Full-time
Meet company meat standards and Canadian Food Inspection Agency regulations (CFIA)
Added 1 day ago
Meat - Meat Cutter
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Emerald Park, SK
Meet company meat standards and Canadian Food Inspection Agency regulations (CFIA)
Added 1 day ago
FH
Respiratory Therapist - Langley Memorial Hospital
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $40.19 to $50.2 CAD / hour
- Part-time
Under the general supervision of the Clinical Practice Chief, Respiratory Services, and being administratively accountable to the Manager, Health Services; performs diagnostic and…
Added 1 day ago
CC
Retail Sales Associate
Canna Cabana
Ottawa, ON · Rideau, Ottawa, ON
- Part-time
Answer external and internal phone calls and transfer calls to the appropriate person or Store Manager.
Added 1 day ago
PL
YVR - PT Warehouse Associate
Paradies Lagardère
Vancouver, BC
- Part-time
POSITION REPORTS TO: Assistant or General Manager
Added 1 day ago
OL
Cook Level I - Part Time
Optima Living
Edmonton, AB
- Part-time
Promptly reports unsafe conditions, incidents, or concerns to supervisor, General Manager or Health & Safety Committee.
Added 1 day ago
IW
Warehouse/Yard Associate
ICONIX Waterworks
Kamloops, BC
- Other
As a general guide, the role is approximately:
Added 1 day ago
SH
Charge Medical Laboratory Technologist
Shared Health-Soins Communs
Winkler, MB
- Full-time
Under the general direction of the Laboratory Supervisor/Manager/Director or Designate, the Charge Medical Laboratory Technologist is responsible for the daily operation of their section of…
Added 1 day ago
CC
Retail Store Manager
Canna Cabana
Taber, AB
- Full-time
The Retail Store Manager is responsible for the daily operations and profitability of the establishment according to set goals and business objectives. Daily operations include staff…
Added 1 day ago
OR
Wireless Manager - 3142 Orangeville
OSL Retail Services Inc
Orangeville, ON
- Other
…locations across Canada, and we are growing fast! As a Wireless Manager, you are key to our success. That’s why we’re looking for a results-driven, hands-on manager to manage and develop a…
Added 1 day ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Westbrook, Calgary, AB
- Part-time
Provide assistance to store management in supervising and facilitating the daily operations of the store

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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