Wealth Advisor Associate - Client Services

MD Financial Management | Gestion financière MD; Halifax; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Performance Bonus

Employee Share Ownership Program

Pension Plan Matching

Banking Benefits

Health Benefits

Job summary

Scotiabank in Halifax, Canada seeks a Client Service Associate to support Financial Consultants and Portfolio Managers, handling documentation, inquiries, and client meetings with a focus on service excellence. You will maintain follow-ups, assist with opportunities, and ensure regulatory adherence in day-to-day operations.

The role emphasizes collaboration, timely responses, and adaptability within a client-centric, compliant banking environment.

Qualifications

• Commitment to an exceptional client experience and clear client communication.
• Ability to respond quickly and accurately to client inquiries.
• Flexibility to work independently and with a team in a changing environment.
• Strong organizational skills and attention to detail in handling documents.
• Familiarity with financial services industry norms and regulatory considerations.

Responsibilities

• Provide administrative and operational support to Financial Consultants and Portfolio Managers.
• Process client documentation and input transaction requests as directed by Advisors.
• Maintain follow-up systems for inquiries, complaints, and issue resolution.
• Schedule on-site and virtual client meetings and prepare meeting materials.
• Ensure compliance-related tasks and regulatory requirements are adhered to.

Skills

Client experience

Urgency & responsiveness

Teamwork

Adaptability

Attention to detail

Education

College diploma or university degree in business/commerce

Tools

Microsoft Office Suite

Job description

Scotiabank in Halifax, Canada seeks a Client Service Associate to support Financial Consultants and Portfolio Managers, handling documentation, inquiries, and client meetings with a focus on service excellence. You will maintain follow-ups, assist with opportunities, and ensure regulatory adherence in day-to-day operations.

The role emphasizes collaboration, timely responses, and adaptability within a client-centric, compliant banking environment.