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Private Banking Specialist
3 weeks ago
About Our Team
">You'll be part of a passionate team that is committed to going the extra mile. We're dedicated to serving distinctive clients in a market with strong potential.
">Job Description
">This role offers an exciting opportunity to join our Private Banking 1859 sector team as a Wealth Management Associate. In this position, you will provide administrative support to advisors and private advisors, manage client files, and carry out various administrative tasks.
">Key Responsibilities
">- ">
- Provide administrative assistance to advisors and private advisors">
- Manage client files and ensure they are up to date">
- Carry out various administrative tasks related to the team's business development and financial transactions">
- Help prepare portfolio analyses and/or financial planning">
- Keep up to date on financial markets">
- Ensure adherence to compliance and risk management rules">
Requirements
">- ">
- Completed college diploma and two years of relevant experience">
- Office administration studies, an asset">
- Customer service experience">
- Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course">
- Knowledge of Word and Excel">
- Ability to work under pressure">
- Autonomy, initiative, and discipline">
Our Benefits
">In addition to competitive compensation, upon hiring, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
">- ">
- A health and wellness program, including many options">
- Flexible group insurance">
- A generous pension plan">
- An Employee Share Ownership Plan">
- An Employee and Family Assistance Program">
- Preferential banking services">
- Opportunities to get involved in community initiatives">
- A telemedicine service">
- A virtual sleep clinic">
Join Our Team
">We're looking for talented individuals who share our values and are passionate about delivering exceptional service and support to our clients.
