Wealth Associate

Wealth Associate focuses on status: permanent.

Confirmed role details

• Status: Permanent.
• Schedule: Full-Time.
• Ensure effective communication between all parties (clients, advisors, and various collaborators).
• Provide superior customer service in person, on the phone, and by email.

Additional role context

• We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches.
• For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it.
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration.