Financial Services Expert

Sales Performance ExpertAs a Sales Team Lead at Neo Financial, you'll be responsible for recruiting, training, and coaching sales associates to become high performers. You'll develop and implement strategies to enhance customer experience and drive sales growth, while maintaining a positive work environment that promotes teamwork and collaboration.The ideal...

Job Overview:At Neo Financial, we're on a mission to revolutionize the financial services industry. As a Sales Representative, you'll play a critical role in helping us achieve this goal by acquiring new customers and promoting our innovative products.About the Role:This is a full-time/part-time contract position that offers opportunities for career...

Company OverviewBMO is a leading financial institution dedicated to delivering exceptional service to its customers and prospects. Our team of professionals works collaboratively to identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of our customers.Job DescriptionThe Banking Solutions Expert...

Job OverviewDLL - Financial Solutions Partner - Part of Rabobank is seeking a highly skilled Regulatory Affairs Expert to join our team. The successful candidate will support the wider business by providing guidance on compliance-related matters with thorough knowledge of both the business processes, internal policies and procedures, and relevant laws and...

Delivering Exceptional ServiceBMO's Financial Services Representatives are responsible for delivering exceptional service to our customers and prospects. This includes identifying customer needs, providing advice and guidance on financial solutions, and working collaboratively as part of a team. Key Responsibilities- Identify customer needs and preferences-...

Job Summary Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

Job Summary:The Lease Administrator will work closely with the team to manage lease and loan contracts. This role requires strong attention to detail, excellent keying data entry skills, and experience working in a Finance or Operations function with leasing or financing industry experience considered an asset.Main Responsibilities:Financial Adjustments:...

Overview:DLL is a multinational business offering financial solutions to clients worldwide. As a Lease Administrator, you will be part of our dynamic team responsible for managing lease and loan contracts. Your primary goal will be to ensure accurate and timely updates of necessary information in DLL's back-end system.Responsibilities:Financial Adjustments:...

This position is responsible for supporting the Portfolio Services Department in insurance administrative responsibilities. This is a hybrid position and requires customer contact.- Respond to insurance inquiries and resolve insurance issues.- Verify proof of insurance, update customer database, and manage internal and external claims.- Monitor the portfolio...

About this OpportunityWe are seeking a skilled Residential Mortgage Expert to join our team in Ontario. As a key member of our organization, you will be responsible for providing expert mortgage advice and developing effective strategies to build strong relationships with clients and referral partners.The ideal candidate will possess excellent communication,...

Financial Advisor RoleWe are seeking a customer-centric Financial Advisor to join our Canadian Banking Branch network. As an essential member of our team, you will provide exceptional service throughout the customer's journey by:Taking a proactive approach to discovering customer needs and understanding their requirementsEducating customers on relevant...

Sales and ServiceIn this role, you will work with BMO customers and prospects to deliver exceptional sales and service experiences. This includes identifying customer needs, providing expert advice on financial solutions, and working collaboratively as part of a team. Requirements- Excellent communication and interpersonal skills- Strong understanding of...

TD Bank is one of the world's leading global financial institutions, dedicated to delivering legendary customer experiences. As a Retail Banker II Float in the Burlington/Camden Region, you will play a vital role in helping customers achieve their financial goals by providing expert advice on personal banking solutions.Key Responsibilities:Act as a subject...

Job DescriptionAs a Jr. Accountant at Evertz Microsystems Limited, you will be responsible for performing accounting and financial tasks, including reporting to the Financial Controller, completing month-end procedures and analysis, financial reporting, account reconciliation, maintaining a general ledger, recording journal entries, and complying with all...

Aplin has partnered with our Ontario-based client to recruit a Head of Financial Planning and Analysis to join their team. This role requires a strong finance professional who can provide strategic leadership and expert financial planning capabilities.About the Role:Oversee all financial operations, including financial planning, budgeting, forecasting,...

**About the Role**We are seeking a talented individual to join our team as a Customer Service Financial Advisor. As a key member of our retail banking sales and service team, you will play a critical role in delivering exceptional customer experiences.**Key Responsibilities**Identify customer needs and provide advice on financial solutions that meet their...

Job DescriptionThe Compliance Officer role at DLL - Financial Solutions Partner - Part of Rabobank is a crucial part of the 2nd line of defence. As a Compliance Officer, you will support the wider business by providing guidance on compliance-related matters with thorough knowledge of both the business processes, internal policies and procedures, and relevant...

Key Performance IndicatorsThe successful candidate will be measured on their ability to:Cultivate, build, and manage relationships with a referral network to generate referrals and mortgage originations.Develop and execute effective marketing and sales programs to drive business results.Identify sales opportunities and refer them to BMO colleagues as...

About ScotiabankWe're a leading financial services provider committed to helping our customers achieve their goals.Our PurposeWe help people and businesses achieve success through innovative banking solutions.Job DescriptionWe're seeking a Senior Financial Advisor to join our team in Burlington, Ontario. As a Senior Financial Advisor, you will play a key...

At Bateman MacKay, we're committed to delivering high-quality accounting services that exceed our clients' expectations. As a Senior Accountant in our Assurance team, you'll play a crucial role in building strong relationships with clients and ensuring the successful delivery of engagements.Key Responsibilities:Cultivate and maintain strong relationships...