Virtual Financial Representative
4 weeks ago
We are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank's Ranchlands Calgary Branch. As a key member of our team, you will be responsible for building strong relationships with our customers, providing expert advice, and helping them achieve their financial goals.
Key Responsibilities- Take a proactive approach to understanding customer needs and providing personalized financial solutions.
- Develop and implement comprehensive financial plans that meet the unique needs of our customers.
- Nurture long-term relationships with our customers and deliver exceptional customer service.
- Meet and exceed sales targets while maintaining a customer-centric approach.
- Proven ability to build strong relationships with customers and deliver results-driven sales performance.
- Strong knowledge of financial products and services, including investments, borrowing solutions, and day-to-day banking.
- Ability to work in a fast-paced environment and meet deadlines.
- Relevant certifications, such as a Mutual Funds license and CIFP Diploma.
As a Senior Financial Advisor at Scotiabank, you will have the opportunity to work with a collaborative team of innovative thinkers, develop your skills and expertise, and make a meaningful impact on our customers' lives. We offer a competitive compensation and benefits package, as well as opportunities for career growth and development.
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Virtual Assistant for Financial Operations
1 month ago
Calgary, Alberta, Canada beBee Professionals Full timeJob Title: Virtual Assistant for Financial Services SupportLocation: Calgary, CanadaCompany: beBee ProfessionalsbeBee Professionals is seeking a highly skilled Virtual Assistant for Financial Services Support to provide administrative and financial services support to our clients.Key Responsibilities:Provide administrative support to clients, including data...
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Virtual Assistant for Financial Operations
1 month ago
Calgary, Alberta, Canada beBee Professionals Full timeJob Title: Virtual Assistant for Financial Services SupportLocation: Calgary, CanadaCompany: beBee ProfessionalsbeBee Professionals is seeking a highly skilled Virtual Assistant for Financial Services Support to provide administrative and financial services support to our clients.Key Responsibilities:Provide administrative support to clients, including data...
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Calgary, Alberta, Canada beBee Professionals Full timeJob Title: Virtual Support Professional for Financial ServicesLocation: Calgary, CanadaCompany: beBee ProfessionalsbeBee Professionals is seeking a highly skilled Virtual Support Professional for Financial Services to provide remote support to our clients in the financial services sector.Responsibilities:Providing administrative and financial services...
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Customer Service Representative
1 month ago
Calgary, Alberta, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're looking for a skilled Customer Service Representative to join our team. As a key member of our Service Centre, you'll be responsible for providing exceptional customer service to our clients.About the RoleWe're seeking a highly motivated and customer-focused individual to join our team. As a Customer Service...
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Customer Service Representative
1 month ago
Calgary, Alberta, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're looking for a skilled Customer Service Representative to join our team. As a key member of our Service Centre, you'll be responsible for providing exceptional customer service to our clients.About the RoleWe're seeking a highly motivated and customer-focused individual to join our team. As a Customer Service...
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Senior Customer Service Representative
1 month ago
Calgary, Alberta, Canada Intact Financial Corporation Full timeAbout the RoleWe're seeking a skilled Senior Customer Service Representative to join our Claims team. As a key member of our team, you'll be responsible for providing exceptional customer service and resolving claims in a timely and professional manner.Key ResponsibilitiesBe a subject matter expert on our policies, products, and servicesAnswer inquiries and...
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Senior Customer Service Representative
1 month ago
Calgary, Alberta, Canada Intact Financial Corporation Full timeAbout the RoleWe're seeking a skilled Senior Customer Service Representative to join our Claims team. As a key member of our team, you'll be responsible for providing exceptional customer service and resolving claims in a timely and professional manner.Key ResponsibilitiesBe a subject matter expert on our policies, products, and servicesAnswer inquiries and...
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Virtual Service Coordinator
3 weeks ago
Calgary, Alberta, Canada Stonewood Group Inc. Full timeJob Title: Virtual Service CoordinatorClient is a leading security printing company with a global presence. We are seeking a highly skilled Virtual Service Coordinator to join our team.Job SummaryThe Virtual Service Coordinator will be responsible for leveraging our company's market position to establish new customer relationships and deliver strong sales...
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Customer Service Representative
2 weeks ago
Calgary, Alberta, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're committed to delivering exceptional customer experiences. As a Customer Service Representative, you'll play a vital role in helping our clients navigate their insurance needs.About the RoleWe're seeking a highly skilled and customer-focused individual to join our Service Centre team. As a Customer Service...
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Medical Support Representative
1 month ago
Calgary, Alberta, Canada beBee Professionals Full timeJob Title: Virtual Support Representative for HealthcareWe are seeking a highly skilled and experienced Virtual Support Representative for Healthcare to join our team at beBee Professionals in Calgary.Job Summary:The successful candidate will be responsible for providing exceptional virtual support to healthcare professionals, including responding to...
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Medical Support Representative
1 month ago
Calgary, Alberta, Canada beBee Professionals Full timeJob Title: Virtual Support Representative for HealthcareWe are seeking a highly skilled and experienced Virtual Support Representative for Healthcare to join our team at beBee Professionals in Calgary.Job Summary:The successful candidate will be responsible for providing exceptional virtual support to healthcare professionals, including responding to...
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Financial Representative
1 month ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Representative to join our Wealth Management Services team. As a key member of our team, you will play a critical role in helping our advisors become proficient and consistent users of the myGPS software with targeted clients.Key ResponsibilitiesProvide onsite, face-to-face training of the...
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Financial Representative
1 month ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Representative to join our Wealth Management Services team. As a key member of our team, you will play a critical role in helping our advisors become proficient and consistent users of the myGPS software with targeted clients.Key ResponsibilitiesProvide onsite, face-to-face training of the...
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Calgary, Alberta, Canada Intact Financial Corporation Full timeAbout the RoleWe're seeking a skilled Financial Analyst/Underwriter or Senior Financial Analyst/Underwriter to join our Contract Surety team at Intact Financial Corporation. As a key member of our team, you will be responsible for underwriting contract surety accounts by reviewing and interpreting financial statements to conduct financial and credit risk...
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Calgary, Alberta, Canada Intact Financial Corporation Full timeAbout the RoleWe're seeking a skilled Financial Analyst/Underwriter or Senior Financial Analyst/Underwriter to join our Contract Surety team at Intact Financial Corporation. As a key member of our team, you will be responsible for underwriting contract surety accounts by reviewing and interpreting financial statements to conduct financial and credit risk...
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Calgary, Alberta, Canada Intact Financial Corporation Full timeAbout the RoleWe're seeking a skilled Financial Analyst/Underwriter or Senior Financial Analyst/Underwriter to join our Contract Surety team at Intact Financial Corporation. As a key member of our team, you will be responsible for underwriting contract surety accounts by reviewing and interpreting financial statements to conduct financial and credit risk...
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Calgary, Alberta, Canada Intact Financial Corporation Full timeAbout the RoleWe're seeking a skilled Financial Analyst/Underwriter or Senior Financial Analyst/Underwriter to join our Contract Surety team at Intact Financial Corporation. As a key member of our team, you will be responsible for underwriting contract surety accounts by reviewing and interpreting financial statements to conduct financial and credit risk...
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Banking Customer Service Representative
1 month ago
Calgary, Alberta, Canada CWB Financial Group Full timeJob Title: Banking Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Banking Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key Responsibilities:Deliver...
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Banking Customer Service Representative
1 month ago
Calgary, Alberta, Canada CWB Financial Group Full timeJob Title: Banking Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Banking Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key Responsibilities:Deliver...
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Financial Services Representative
3 weeks ago
Calgary, Alberta, Canada Pro Tax Block Corp. Full timeJob SummaryWe are seeking a skilled Financial Services Representative to join our team at Pro Tax Block Corp.Key ResponsibilitiesProcess banking transactions and maintain accurate recordsPromote financial products and services to customersRespond to customer inquiries and resolve account-related issuesProcess customer information for account openings and...
