Client Service Associate
ScotiabankToronto, Ontario, Canada • Toronto, Ontario, Canada
Posted March 18, 2026
Full Time
About the Company
Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future'.
Job Description
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, providing administrative and operational support to Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients.
Requirements
- 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