Wealth Relationship Officer

The Wealth Relationship Officer provides sales support to registered securities representatives and Wealth Relationship Managers, focusing on banking and wealth products to enhance client experience and increase manager client-facing time. The role involves managing client contact, resolving enquiries, entering trade orders, and supporting the delivery of banking and wealth services under the direction of licensed staff. This position aims to allow Wealth Relationship Managers to focus on broader portfolio goals such as acquisition, cross-sales, and growth.