Advisor Associate - Halifax

Overview

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Client Service Associate, you will contribute to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, and initiatives are executed in support of the team’s business strategies and objectives. You will ensure all activities conducted follow governing regulations, internal policies and procedures.

Is this role right for you?

Reporting to the Manager, Regional Administration, you will be responsible for providing administrative and operational support, both in-office and virtually, to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients. You will champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowl...