Job Description

Line of business: Private Wealth

Duration:12 months

Location: Anyone in Canada but not % remote. This individual must be able to work during EST.

In office 2x/week Mon/Tues or Mon/Thursday based on location

This role is open to

Reason why open: Mat leave coverage

Project: BAU

Team size: 21 in total

Team culture: Collaborative

Candidate value proposition: Opportunity to grow within Wealth sector, Banking industry

SUMMARY:

  • Supports the delivery of an exceptional customer experience to private wealth clients.
  • This role supports 2 individuals who are client facing.
  • Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products.
  • Recognizes the appropriate time to proactively support clients’ needs and works collaboratively with the branch and regional teams.
  • Ensures compliance and operatio...

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