Personal Banker
3 weeks ago
Job Title: Account Manager (Mid office) Duration: 6 MonthsLocation: Montréal, QC H3C 1A3Job Description:the top choice for portfolio managers (PMs), serving as a broker for introducing brokers (IBs) seeking administrative brokerage support. provides trading and custody services to PMs and acts as a broker for IBs registered with IIROC across Canada. Building strong partnerships with our clients is crucial to our success.Your Role:• Understand the structure and procedures of the Mutual funds operations and/or registered plans (RRSP, RESP, TFSA etc.)• Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions• Ensure a high level of customer service is maintained with clients by keeping them informed of all new developments, products, and services related to their business needs.• Ensure prompt and complete resolution of all client issues and recommend improvements to policies and procedures to continually enhance our service delivery.• Act as a liaison with various operational sectors of to ensure tasks are carried out proactively and in a timely manner.• Organize regular meetings with clients, document ongoing operational and service issues regarding the client and, investigate, track, and resolve.• Provide clients with advice on policies, procedures, and training that directly impact their firm.• Provide process improvement recommendations that will enhance the overall business relationship with clients.• Professionally represent at client meetings and professional events.Your Team:The Account Manager is part of a dynamic team known for exceptional collaboration in an environment that fosters personal growth. You will have the opportunity to learn and develop within a team that values customer satisfaction, performance, and innovation.Prerequisites:• University degree with at least two years of experience in a brokerage or service role• Knowledge of regulatory and operational aspects of the industry.• Experience with registered plans (RESP, RRSP, RDSP etc)• Autonomous and able to work independently and in a team.• Highly motivated and enthusiastic individual with a positive attitude, capable of working in a high-volume, fast-paced environment.• Strong interpersonal skills• Strong oral and written communication skills
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Personal Banker
4 weeks ago
Montreal (administrative region), Canada BMO Full time2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various...
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Personal Banker
2 hours ago
Montreal, Canada BMO Full timeJoin to apply for the Personal Banker role at BMO. Responsibilities Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels...
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Personal Banker: Growth
5 days ago
Montreal, Canada TD Securities Full timeA leading financial institution in Montreal is seeking a Personal Banker to build relationships and provide financial advice to customers. This entry-level position requires strong communication skills and the ability to engage effectively with clients. The ideal candidate should possess a high school diploma, relevant experience, and proficiency in MS...
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Montréal Personal Banker: Invest
2 hours ago
Montreal West, Canada TD Full timeA leading financial institution in Montreal is seeking a Personal Banker to assist customers in achieving their financial goals. You will play a vital role in advising customers on investment options and providing personalized financial advice, ensuring a positive customer experience. The ideal candidate will have a high school diploma and relevant...
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Personal Banker
35 minutes ago
Montreal, Quebec, Canada TD Full time $52,700 - $74,400Work Location:Montréal, Quebec, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:52700$/$ $/$74400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...
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Personal Banker
30 minutes ago
Montreal, Quebec, Canada TD Securities Full timeWork Location:Montréal, Quebec, Canada*Hours:*37.5*Line Of Business:*Personal & Commercial Banking*Pay Details:*52700$/$ $/$74400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...
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Personal Banker
15 minutes ago
Montreal, Quebec, Canada TD Full time $52,700 - $74,400Work Location:Montréal, Quebec, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:52 700$/$52, $/$74,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...
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Personal Banker
9 minutes ago
Montreal, Quebec, Canada TD Securities Full timeWork Location:Montréal, Quebec, Canada*Hours:*37.5*Line Of Business:*Personal & Commercial Banking*Pay Details:*52 700$/$52, $/$74,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies...
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Personal Banker
31 minutes ago
Montreal, Quebec, Canada TD Full timeWork Location:Montréal, Quebec, Canada*Hours:*37.5*Line Of Business:*Personal & Commercial Banking*Pay Details:*51 400$/$51, $/$72,600 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies...
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Personal Banker
25 minutes ago
Montreal, Quebec, Canada TD Full timeWork Location:Montréal, Quebec, Canada*Hours:*37.5*Line Of Business:*Personal & Commercial Banking*Pay Details:*52700$/$ $/$74400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...
