Credit Officer - Toronto, ON MC V

Only for registered members Toronto, ON MC V, Canada

1 month ago

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Job summary

The Credit Officer contributes to the overall success of the Credit/Risk, Account Maintenance and Financial of Canadian Wealth Management ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team's business strategies and objectives.

Responsibilities

  • Generate, modify, and interpret various reports to identify accounts that pose credit and market risk to the firm,
       as well as violate industry and firm policies.
  • Answer inquiries,
       explain policies and procedures,
       approve orders above set limits,
       update relevant information,
       and provide guidance to Advisors & Assistants
    & A nd various internal departments.

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