Wealth Advisory Associate - Client Services

MD Financial Management | Gestion financière MD; Halifax; Hybrid; CAD 42,000 - 56,000; Full time

Benefits offered by this job

Performance Bonus

Employee Share Ownership Program

Pension Plan Matching

Banking Benefits

Health Benefits from day one

Work-life balance

Job summary

Scotiabank in Sydney, Nova Scotia is seeking a Client Service Associate to support Financial Consultants and Portfolio Managers, handling administrative tasks, client documentation and inquiries, in-office and virtually. You will contribute to service standards and regulatory compliance while deepening client relationships.

You will organize meetings, manage timelines, coordinate with accountants and third parties, and participate in special projects to enhance client experience.

Qualifications

• 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).

Responsibilities

• Provide administrative and operational support to Financial Consultants and Portfolio Managers.
• Prepare and process client documentation and correspondence, and input transaction requests.
• Maintain a follow-up system for inquiries, complaints and problem resolution.
• Book on-site and virtual client meetings and coordinate meeting logistics.
• Ensure compliance with regulatory requirements and internal policies in all client interactions.
• Collaborate with other lines of business to identify opportunities and support client strategies.

Skills

Client service excellence

Urgency prioritization

Independent & team work

Adaptability

Attention to detail

Financial services knowledge

CIRO approval

Education

College diploma or university degree in business or commerce or equivalent

Tools

Microsoft Office Suite

Job description

Scotiabank in Sydney, Nova Scotia is seeking a Client Service Associate to support Financial Consultants and Portfolio Managers, handling administrative tasks, client documentation and inquiries, in-office and virtually. You will contribute to service standards and regulatory compliance while deepening client relationships.

You will organize meetings, manage timelines, coordinate with accountants and third parties, and participate in special projects to enhance client experience.