Commercial Banking Advisor supporting business clients at Canada’s largest bank. Advising on day - to - day banking, developing solutions, and partnering with Account Managers.
About the role
- Investment assistant supporting advisors with administrative tasks in securities management. Tracking account transactions and ensuring client satisfaction while adhering to compliance standards.
Responsibilities
- Supporting the advisors by performing all the administrative and operational tasks involved in securities account management
- Tracking client account transactions on a daily basis and resolving various administrative situations
- Managing the advisors’ calendars and voicemail
- Completing account openings, forms, and securities transactions as directed by the advisor(s)
- Preparing necessary documentation for member and client meetings
- Participating in producing reports and statistics and preparing related documents
Requirements
- College diploma in a related field
- A minimum of one year of relevant experience
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
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