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Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional team. Acts as a designee for the branch manager on compliance objectives within the branch. Provides ongoing compliance education to assigned branch / portfolio. Provides support and guidance to branch staff members on compliance and operational issues. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Builds effective relationships with in...
About the Role
Application Deadline:
03/20/2026Address:
1501 McGill College AvenueJob Family Group:
Wealth Sales & Service***This role will support and work in collaboration with the Branch Operations Manager ***
Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
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