Banking Wealth Officer

  • Location
    Toronto, Ontario
  • Salary
  • Job type
  • 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!



    • Apply with Adecco

    Reference number CA_EN_1_026602_1797437

    Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.

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