Wealth Management Client Associate
MD Financial Management | Gestion financière MD
Deliver client service and sales support for MD products at Scotiabank, using financial services knowledge and careful documentation. This Hamilton role supports advisors in-office and virtually.
As a Client Service Associate, you will help Financial Consultants and Portfolio Managers maintain high service standards for MD clients. You will respond to inquiries, identify opportunities, and coordinate contact strategies. Success requires organization, urgency, attention to detail, and knowledge of Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs, and Mutual Funds.
Key Responsibilities:
- Provide service and sales support for MD products
- Facilitate contact and opportunity management
- Process new account and trade documentation
- Identify opportunities and anticipate client needs
- Liaise with Accountants and third parties
Requirements:
- Exceptional client experience commitment
- Ability to work independently and collaboratively
- Strong organization and follow-through
- College diploma or university degree
- Investment Representative approval with CIRO
Apply client-focused communication, investment product knowledge, and disciplined follow-up while supporting wealth professionals in Hamilton.
#J-18808-LjbffrReference: WJ-4483_1574855 · Posted 12 Nov 2026, 03:05 PM