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Client Onboarding Associate Jobs in Toronto, ON (NOW HIRING)

Associate

Whitby, ON · On-site

CA$37K - CA$50K/yr

... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... with client onboarding. * Help manage incoming communications from clients, Advisors and other ...

Business Development Associate | Toronto Monex is a leading global financial solutions provider ... Strong attention to detail, particularly with client onboarding, KYC, and record-keeping ...

Associate Account Executive

Toronto, ON · On-site

CA$40K - CA$50K/yr

Assistant Account Executive Position Overview The Associate Account Executive is responsible for ... Assisting with client onboarding and ensuring a smooth transition into agency services. 

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Client Onboarding Associate information

What are some common challenges faced by client onboarding associates during the onboarding process, and how are they typically addressed?

Client Onboarding Associates often encounter challenges such as managing tight deadlines, handling complex regulatory requirements, and coordinating between multiple internal teams and clients. To address these, Associates typically rely on strong organizational skills, clear communication, and thorough documentation. Many organizations provide structured workflows and regular training to ensure compliance and efficiency, and teamwork is encouraged to resolve issues quickly and maintain a smooth onboarding experience for clients.

What is a client onboarding associate?

A client onboarding associate is a professional responsible for guiding new clients through the onboarding process, ensuring all necessary documentation and account setup are completed efficiently. They often communicate with clients, coordinate internal teams, and use customer relationship management (CRM) tools to facilitate a smooth transition into the company's services.

What are the key skills and qualifications needed to thrive as a client onboarding associate, and why are they important?

To thrive as a Client Onboarding Associate, you need strong organizational skills, attention to detail, and knowledge of client relationship management, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and document management systems is typically required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are valuable soft skills that set top performers apart. These skills ensure a smooth onboarding experience, build client trust, and contribute to long-term client satisfaction and retention.

What is the difference between Client Onboarding Associate vs Client Relations Specialist?

AspectClient Onboarding AssociateClient Relations Specialist
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldOften requires similar degrees; certifications in customer service or relationship management are a plus
Work EnvironmentUsually works in financial services, banking, or consulting firms, focusing on new client setupWorks across industries, maintaining ongoing client relationships and satisfaction
Employer & Industry UsageCommon in finance, banking, and professional services for onboarding new clientsUsed broadly in finance, tech, and service industries for client retention

The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.

What does a client onboarding associate do?

A Client Onboarding Associate is responsible for guiding new clients through the initial setup and integration process with a company’s products or services. This role involves collecting and verifying client information, ensuring all necessary documentation is completed, and coordinating with internal teams to facilitate a smooth transition. Client Onboarding Associates also address client questions, resolve any issues that may arise during onboarding, and help ensure a positive first experience. Their work is essential in building strong client relationships and setting the foundation for long-term customer satisfaction.
What job categories do people searching Client Onboarding Associate jobs in Toronto, ON look for? The top searched job categories for Client Onboarding Associate jobs in Toronto, ON are:
Infographic showing various Client Onboarding Associate job openings in Toronto, ON as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Associate Director - Onboarding Systems (GWO)

Scotiabank

Toronto, ON

Full-time

PTO

Posted 7 days ago


Job description

Requisition ID: 269313 
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Role

The Associate Director, Onboarding Systems, is responsible for the technology product strategy, governance, and delivery of technology capabilities supporting Global Banking & Markets client onboarding processes, including KYC, AML, and Regulatory Onboarding requirements such as Dodd-Frank (CFTC, SBS), Canadian Derivatives, and EMIR and other OTC market regulations.  The role leads onboarding platform modernization, regulatory change initiatives, and business transformation efforts to enhance operational efficiency, strengthen regulatory compliance, and improve the client onboarding experience while supporting client onboarding data governance.

Is this role right for you? In this role, you will:

Technology Strategy, Platform Ownership & Delivery

  • Own the strategic direction, governance, and ongoing evolution of the Fenergo (FenX) platform and related onboarding tools and platforms supporting KYC, AML, and Regulatory Onboarding data and document capture processes
  • Lead the intake, prioritization, delivery, and governance of BAU enhancements, regulatory changes, defect resolution, system upgrades, and production support activities to ensure platform stability and alignment with business needs
  • Oversee business requirements, impact assessments, user acceptance testing (UAT), release management, and implementation activities to ensure changes are delivered effectively and with appropriate controls
  • Drive platform modernization, automation, and strategic change initiatives to improve operational efficiency, data quality, client experience, and regulatory compliance

Data Governance & Regulatory Compliance

  • Oversee onboarding data quality, governance, remediation, and reporting initiatives to support regulatory obligations and business decision-making
  • Partner with Compliance, Risk, Operations, and Technology teams to ensure onboarding processes and technology solutions align with evolving regulatory requirements

Stakeholder & Vendor Management

  • Build and manage relationships with business, technology, and external vendor partners to deliver scalable onboarding solutions and achieve strategic objectives
  • Act as a trusted advisor and subject matter expert on onboarding technology, client lifecycle management, and tech-enabled regulatory onboarding process design

People Leadership & Change Management

  • Lead, coach, and develop a high-performing team while fostering a culture of collaboration, accountability, and continuous improvement
  • Drive organizational change management, stakeholder engagement, training, and business readiness activities to support successful adoption of new capabilities

Risk & Control

  • Ensure effective controls and compliance practices are embedded within onboarding technology processes and initiative delivery in accordance with Bank policies and regulatory expectations

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

  • Experienced banking professional familiar with the GBM business model and associated risks, client data and product suite
  • Must possess knowledge of the Corporate Banking and Capital Markets business and/or onboarding regulations.
  • Must be a highly self-motivated individual with excellent analytical and problem-solving skills, technologically savvy and innovative; creative, a self-starter, results-oriented, detail oriented and organized.
  • A recognized undergraduate degree is required, preferably in Mathematics, Statistics, Computer Science, Information Systems, IT, or Business.
  • At least 5 years of work experience in similar or related role at a global financial institution.
  • Experience and familiarity with the agile methodology and the software development lifecycle, particularly in a business user context.
  • Demonstrated experience leading technology-centered change initiatives highly valuable.

What's in it for you?

  • A rewarding career path with diverse opportunities for professional development
  • An organization committed to making a difference in our communities - for you and our customers.
  • A competitive rewards program including bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day.
  • Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
  • Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.

Location(s):  Canada : Ontario : Toronto 
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.