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MD Financial Management | Gestion financière MD

Canada / Global

Wealth Advisory Associate - Client Services

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.

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