Financial Services Representative

Job Opportunity SummaryKey ResponsibilitiesBuild and maintain strong relationships with clients to understand their banking needs and provide tailored solutions.Proactively engage with clients to identify sales and referral opportunities and deliver exceptional client experiences.Utilize digital banking tools to educate clients and drive sales, while...

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...

Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

Technical Service RepresentativeAre you passionate about working with people and technology? We are seeking a skilled Technical Service Representative to join our retail team. In this role, you will provide technical support to customers by understanding their needs and creating solutions.As a Technical Service Representative, you will be responsible...

beBee Professionals in Drummondville is looking for a highly motivated Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing excellent customer service, handling customer transactions, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases and...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

As a Financial Security Advisor at Desjardins, you will play a key role in helping clients achieve their financial goals. Your primary responsibility will be to serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You will help sell life and health insurance products and services through multiple...

As a Financial Security Advisor at Desjardins, you will play a key role in helping members and clients achieve their financial goals. Your primary responsibility will be to serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You will help sell life and health insurance products and services through multiple...

As a life and health insurance financial security advisor at Desjardins, you will play a key role in helping members and clients achieve their financial goals. Your primary responsibility will be to serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You will help sell life and health insurance products and...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Job SummaryWe are seeking a highly skilled Customer Service Manager to join our team at National Bank. As a key member of our branch operations, you will be responsible for leading a team of representatives in delivering exceptional customer service and promoting the Bank's products and services.Key Responsibilities:Guide and coach the team in identifying...

We are seeking a skilled Customer Service Representative to provide exceptional support to our clients in a fast-paced office environment. As a key member of our team, you will be responsible for managing incoming calls, greeting visitors, and performing administrative tasks to ensure seamless office operations.Key Responsibilities:Provide top-notch customer...

Représentez la Compagnie de Services Financiers la Plus Digne de Confiance au CanadaFonction: Conseiller Financier/Planificateur FinancierVous offrirez des services, des conseils et des produits financiers aux clients. Vous serez appuyé par l'une des plus grandes sociétés de services financiers du monde.Avantages:Revenu moyen + 85 000 $Appui financier de...

Job Title: Customer Service ManagerAs a key member of our team, you will play a leadership role in supporting and guiding our transaction service employees to make a positive impact in people's lives. You will work closely with the Branch Manager to ensure the smooth operation of our branch and provide coaching and guidance to your team members.Your Key...

Job Summary: The Customer Service Role is the foundation of our success, we value this role and could not be a Company without you. We are experts in creating world-class customer service. We are responsible for engaging and connecting with our store customers, sharing top-quality product education, and speaking with knowledge about the Vendors. We are...

Job SummaryWe are seeking a highly skilled Customer Service Manager to lead our team and ensure excellent customer experience. As a key member of our organization, you will be responsible for providing coaching and guidance to our customer service representatives, while also promoting our products and services.Key Responsibilities:Coach and guide customer...

Job SummaryAs a Customer Service Manager at National Bank, you will be responsible for leading a team of representatives in providing exceptional service to clients. Your primary goal will be to ensure that clients receive the best possible experience, while also supporting the growth and development of your team members.Key Responsibilities Guide and coach...

The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services. More specifically, you will be required to: - Prepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and...

We are seeking a skilled and enthusiastic Financial Services Relationship Manager to join our team. As a key member of our branch office, you will be responsible for establishing and maintaining impactful relationships with our customers.The ideal candidate will have a strong passion for working with customers and helping them achieve their financial goals....

Job SummaryWe are seeking a highly skilled Customer Service Manager to join our team at National Bank. As a key member of our branch, you will be responsible for leading a team of representatives in providing exceptional client service and promoting the Bank's products and services.Key ResponsibilitiesGuide and coach the team in identifying clients'...