Financial Services Associate providing administrative support to high value clients in Canada. Partnering with Financial Advisors to enhance client relations and ensure financial success.
Responsibilities
Help high value clients secure their futures
Provide client support to seek business growth opportunities
Create strong working relationships
Work flexible hours including evenings and weekends
Requirements
Partner with Financial Advisors
Provide administrative and client support
Knowledge of cash management, credit, investment, and wealth protection
Organizational skills for preparing client files
Flexibility to work at multiple banking centres
Benefits
Competitive salary
Incentive pay
Banking benefits
Benefits program*
Defined benefit pension plan*
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
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