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Added 1 hour ago
Wealth Concierge
RBC
Vancouver, BC
Full-time
Minimum of 2 years’ experience in a similar role preferably as a Financial Advisor, Financial Planning Associate, Premier Banker, and Private Banking Associate
Added 2 hours ago
Sr. Credit Solutions Associate, Commercial Banking (Contract) opened to Kelowna, Van. or Langley
Scotiabank
Kelowna, BC
Senior Credit Solutions Associate, Canadian Commercial Banking - Vancouver, Kelowna or Langley areas
Added 2 hours ago
GM Associate Canada 🇨🇦
Alan
Toronto, ON
Full-time
This seat owns Strategy & Operations: the operating cadence, the operational build-out of a young insurer, and the regulatory execution that lets Alan operate province by province. You'll…
Added 2 hours ago
Sales Associate
Pet Valu
Victoria, BC
Part-time
…and Total Pet and together we are one of the largest retail operations in North America dedicated to providing families with food and supplies for dogs, cats, companion birds, wild birds,…
Added 2 hours ago
Personal Banking Associate Trainee
TD
Abbotsford, BC
Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 2 hours ago
Personal Banking Associate - Drummondville (18.75 hours)
TD
Drummondville, QC
Part-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 3 hours ago
Wealth Concierge
Royal Bank of Canada
Vancouver, BC
Full-time
Minimum of 2 years’ experience in a similar role preferably as a Financial Advisor, Financial Planning Associate, Premier Banker, and Private Banking Associate
Added 3 hours ago
Cashier Manager, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Regina, SK
Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 3 hours ago
Customer Experience Associate - Halifax Main Branch, NS (18.75 Hours / Week)
Scotiabank
Halifax, NS
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 3 hours ago
Bilingual (French and English) Financial Service Representative
Money Mart
Edmundston, NB
At Money Mart, we understand that not every customer fit with-in traditional banking or prime lending models. That’s why our teams look beyond the credit score to provide accessible,…
Added 4 hours ago
GM Associate Canada
Alan
Toronto, ON
Full-time
This seat owns Strategy & Operations: the operating cadence, the operational build-out of a young insurer, and the regulatory execution that lets Alan operate province by province. You'll…
Added 4 hours ago
PIA Client Service Associate
TD
Owen Sound, ON
Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 4 hours ago
Senior Technology Resilience and Availability Management Analyst
TD
Toronto, ON
Full-time
Embed resilience and availability requirements into technology architecture, service operations, capacity management, change management, configuration management, incident and problem…
Added 4 hours ago
Personal Banking Associate
TD
Stratford, ON
Part-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 4 hours ago
Personal Banking Associate Trainee
TD
Bowmanville, ON
Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 4 hours ago
Future Opportunity: Personal Banking Associate - New Glasgow
TD
Truro, NS
Full-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 4 hours ago
Fit4Less Manager - Markham Cochrane
GoodLife Fitness
Markham, ON · Cochrane, AB
Full-time
…on the Jobs Hub in Workday. All job offers and requests for banking information or SIN should be completed only through, and when logged into Workday. We will never send or ask any…
Added 5 hours ago
Senior Wealth Associate
National Bank of Canada
Toronto, ON
Full-time
A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with…
Added 5 hours ago
Wealth Associate
National Bank of Canada
Winnipeg, MB
Full-time
Two years of relevant experience in banking operations, wealth management, insurance, financial services, client service, administration, or another role requiring careful follow-through…
Added 5 hours ago
Wealth Associate
National Bank of Canada
Calgary, AB
Full-time
At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Added 5 hours ago
Wealth Associate
National Bank of Canada
Calgary, AB
Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 5 hours ago
Fit4Less Manager - London Proudfoot Lane
Fit4Less Canada
London, ON
Full-time
…on the Jobs Hub in Workday. All job offers and requests for banking information or SIN should be completed only through, and when logged into Workday. We will never send or ask any…
Added 5 hours ago
Fit4Less Manager - Markham Cochrane
Fit4Less Canada
Markham, ON
Full-time
…on the Jobs Hub in Workday. All job offers and requests for banking information or SIN should be completed only through, and when logged into Workday. We will never send or ask any…
Added 6 hours ago
Trust Associate, Scotiatrust - Vancouver, BC
Scotiabank
Vancouver, BC
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and…
Added 6 hours ago
Advisor Associate MD Wealth - Sydney
Scotiabank
Sydney Indian Reserve No. 28A, NS · Sydney, NS
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…

Scotiabank

Wealth Associate Sudbury

Sudbury, ON, P3C 1Z3, Canada

Posting language: English
Posted: Sep 28, 2026

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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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