Job Description
Agricultural Advisory Associate - Alberta or Southwest Ontario
Requisition ID: 267877
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Agricultural Associate supports the Agricultural Advisory Service (AAS) Team and the Advanced Planning Team by providing tax and financial planning support, organizational, and document‑preparation support for Agricultural clients of the bank.
This role functions under the close supervision and direction of the AAS lead, contributing to the coordination and preparation of materials used in advanced planning engagements involving high‑net‑worth and ultra‑high‑net‑worth clients.
**Key Responsibilities**
**1. Information Gathering & Document Review**
+ Collect, organize, and maintain client information, corporate, financial and tax documents, ownership charts, and related materials as instructed by the AAS.
+ A comfort level with, and...
Requisition ID: 267877
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Agricultural Associate supports the Agricultural Advisory Service (AAS) Team and the Advanced Planning Team by providing tax and financial planning support, organizational, and document‑preparation support for Agricultural clients of the bank.
This role functions under the close supervision and direction of the AAS lead, contributing to the coordination and preparation of materials used in advanced planning engagements involving high‑net‑worth and ultra‑high‑net‑worth clients.
**Key Responsibilities**
**1. Information Gathering & Document Review**
+ Collect, organize, and maintain client information, corporate, financial and tax documents, ownership charts, and related materials as instructed by the AAS.
+ A comfort level with, and...
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