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
Hourly Pay Range: $19/- to $26/-
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 operational effectiveness.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service leve...