← Back to opportunities
Authorize withdrawals of cash and/or securities from client’s accounts in accordance with established policies and procedures
Approve the transfer of money and securities between accounts
Review transaction requests and any accompanying documentation to ensure accuracy and completeness prior to processing said items
Provide continuing education for the Sales force, identify problems, and ensure appropriate follow-up
Review and approve foreign currencies conversions
Complete sundry duties as assigned Post Secondary Education & the completion of the Canadian Securities Course is preferred
Experience in the Financial services industry is preferred
A solid understanding of the wealth management business
About the Role
Is this role right for you?
In this role you will:
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
Ready to Join Through a Referral?
Apply now and get connected directly with the hiring team
Apply for this Position