BM
Investment Portfolio Support
Ottawa, Ottawa region
On-site
Full-time
No salary posted2 weeks agoJob Overview
Application Deadline: 08/30/2026 Address: 1600 Carling Avenue Job Family Group: Wealth Sales & Service Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. Contribute to the team's business o…
What you'll do
- Provide administrative and operational support to financial and investment planning and advice delivery
- Deliver exceptional customer experience
- Work collaboratively within assigned team/branch and with business partners
- Identify gaps, issues and best practices
- Monitor sales and service performance targets against plans
- Contribute to team's business objectives
What you'll need
- Ability to work collaboratively within assigned team/branch
- Ability to work with business partners
- Ability to monitor sales and service performance targets
- Understanding of financial and investment planning concepts
About the Company
BM