Private Wealth Consultant Jobs in Quebec

Identifies and escalates all irregularities and discrepancies to management.

Broader work or accountabilities may be assigned as needed.

Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.

Knowledge and understanding of banking services.

Knowledge of mutual fund/investment products.

Verbal & written communication skills

Provides knowledge detailed information about products and services offered.

Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.

Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Advanced knowledge of investment process and procedures.