Is this role right for you?
In this role you will:
Authorize withdrawals of cash and/or securities from client’s accounts in accordance with established policies and proceduresApprove the transfer of money and securities between accountsReview transaction requests and any accompanying documentation to ensure accuracy and completeness prior to processing said items Provide continuing education for the Sales force, identify problems, and ensure appropriate follow-upReview and approve foreign currencies conversionsComplete sundry duties as assigned
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
Post Secondary Education & the completion of the Canadian Securities Course is preferredExperience in the Financial services industry is preferredA solid understanding of the wealth management business
Full-time
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