Join a dynamic team in Toronto as an Analyst focusing on Wealth Credit Structuring for insurance products. This position involves financial analysis and client report management.
In this role, you will contribute to the Bank’s private banking arm by overseeing customer reporting and performing complex financial analyses. Your responsibilities will include updating monitoring systems, managing correspondence, and providing administrative support for client interactions. You will ensure compliance with regulations while facilitating communication across teams.
Key Responsibilities:
• Maintain and update customer reporting systems
• Complete financial and cash surrender value analyses
• Store documentation in the Shared Document Repository
• Provide logistical support for the team
• Oversee compliance adherence for customer insights
Requirements:
• Strong organizational skills with the ability to multitask
• Proficient in Excel for financial documentation
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