Advisor Associate - Bilingual

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

The Advisor Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies, and procedures

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

• Be responsible for providing administrative and operational support to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients.
• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Be accountable for the prepar...