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Senior Wealth Officer


This is a Contract position in Toronto, ON posted November 20, 2020.

TalentWorld is looking for a Senior Wealth Officer role in Toronto for its client, a leading bank in Canada The Senior Wealth Officer must have a clear criminal record and credit check, and great organizational skills Senior Wealth Officer Responsibilities Contribute to gathering data support to the demarketing team.

Assist in Registered Tax Plan Reporting Confirming transaction details using various methods of confirmation including phone, fax, swift, and email Product tax reporting files, edit, and manipulate data and import into the system Assisting in Brokerage Plan Account Tax Reporting with CRA and RQ Senior Wealth Officer Qualifications 5-7 years of experience as an Operations Officer (or similar role) Experience with the Canadian Tax system Strong Excel (v-lookups, Pivot tables, Mail merge); data manipulation and importing Accounting background; post secondary education in relevant field Able to work overtime during peak periods CSC and IFIC courses are an asset Knowledge of OPC, ISM, MPower, SEI, Unitrax and Baycom system strong asset Employment Conditions: Opportunity Number: Location: Toronto Hours: Mon
– Fri 37.5 hrs/week Start Date: January 1, 2021 Duration: 2-3 months; possibility of extension Pay Rate: $21.50 /hr Interested in the Senior Wealth Officer position in Toronto?

Please apply through our career website directly.

About TalentWorld We exist to create meaningful relationships between people and their employers.

With TalentWorld, people can find the ideal job that showcases their talent, fuels their passion, and meets their unique wants.

And employers can find the ideal people to help shape their business.

Are you looking for talented people to join your team?

Then you’re in the right place.

TalentWorld is a full-service recruitment and staffing agency that specializes in outsourcing, without losing the human element.

We’re on a mission to bring back a sense of depth in an industry that’s about speed and automation.

TalentWorld is an equal-opportunity employer and we are proud to offer jobs in environments where diversity is embraced.

We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status (race, color, religion, gender, sexual orientation, national origin, age, marital or veteran status, disability or any other protected status).

Accommodations are available upon request to support your participation during all stages of the recruitment process Apply Now TWTOTEMP