Job Order Detail

Description

Your job:  Ensure effective communication between all parties (clients, advisors, and various collaborators); Provide superior customer service in person, on the phone, and by email; Analyze client accounts to prepare for activities that support investment advisors in their business development; Diligently carry out transactions related to investment accounts; Open and update client files; Coordinate advisors'agendas, schedule appointments, and prepare clients meetings; Ensure adherence to compliance and risk management rules.  
Prerequisites:  College diploma in a related field; at least one year of relevant experience in a related field such as banking operations, customer service, or administration; good knowledge of the Microsoft Office suite; organizational and priority management skills
Skills:  Accountability; Client-focused; Communication; Detail-oriented; Diversity & Inclusive; Driving Results; Emotional Intelligence; Empathy; Initiative; Learning; Agility; Multitasking; Perseverant; Resiliency; Teamwork:
Your benefits:  In addition to competitive compensation, upon hiring you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
We're putting people first:
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?