Job Description
Advisor Associate - Bilingual
Requisition ID: 250605
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Advisor Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies, and procedures
**Is this role right for you? In this role, you will:**
Be responsible for providing administrative and operational support to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients.
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
B...
Requisition ID: 250605
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Advisor Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies, and procedures
**Is this role right for you? In this role, you will:**
Be responsible for providing administrative and operational support to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients.
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
B...
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