Banking Wealth Officer

New
  • Location
    Toronto, Ontario
  • Salary
    $20.00/Hourly
  • Job type
    Temporary/Contract
  • Category
    Accounting & Finance - Bank Operations

On behalf of our top Banking client Adecco is currently hiring for a Banking Wealth Officer to work remotely for now with a possibility of returning to work onsite in Toronto, ON. Apply now if you have exceptional communication skills, strong multi-tasking, and time management skills. This is a 6-months full time contract position with a potential of extension and conversion to perm (based on performance), paying $20.00/ hr.

Why work for Adecco?

  • Great Pay + 4% vacation pay
  • Medical and dental benefits once qualified
  • Strong health and safety programs
  • Flexible shifts
  • Free training programs
  • Banking Wealth Officer Responsibilities:

  • Analyze and maintain operational data
  • Ensure risk, control and service level requirements are maintained
  • Demonstrate outstanding time management skills and make decisions to mitigate loss
  • Maintain positive client and vendor relationships
  • Implement improved operational measures and policies that promotes efficiency
  • Banking Wealth Officer Qualifications:

  • Completion of high school required, post-secondary education in accounting and business-related field highly preferred
  • Minimum 2-4 years of relevant experience in a financial institution required
  • Completion of Canadian Securities Course (CSC/IFIC/PFP/CFP) would be an asset
  • Knowledge of ISM/Baycom/CIF/EATS/EIS/ Transfer process desirable
  • Ability to accurately document and record customer/client information
  • Working knowledge of wealth management industry needed
  • Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint, and IE)
  • Excellent written and oral communication skills
  • Solid customer service and attention to detail skills
  • Self-motivated with excellent organizational and time management skills.
  • If you are interested in this position as a Banking Wealth Officer in Toronto ON, apply now!

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    • Apply with Adecco

    Reference number CA_EN_1_026602_1797437

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