Banking Financial Services Expert
1 week ago
Royal Bank of Canada (RBC) is seeking an experienced Banking Financial Services Expert to join their team in Toronto, Canada. As a key member of the Private Banking team, you will be responsible for creating an enhanced client experience by fulfilling incoming servicing requests via email and phone and identifying unmet client needs through daily interactions.
About the Role:The successful candidate will be an everyday banking expert specialized in delivering high-level service and support, transaction excellence, digital education, and opportunity spotting. They will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via email, and over the phone.
Key Responsibilities:- Fulfill incoming servicing requests via email and phone in a timely and accurate manner.
- Identify unmet client needs through discovery in daily interactions and champion digital education to enable our clients to engage with RBC through the channel of their choice.
- Deliver a tailored client experience to all Private Banking clients, ensuring exceptional service and support.
- Maximize the use of technology to streamline processes and improve efficiency.
To succeed in this role, you will require:
- A minimum of 2-3 years of banking experience, preferably in private banking or a related field.
- Strong working knowledge of Microsoft Office Suite.
- Proven client service skills, including excellent communication and interpersonal skills.
- Excellent organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
RBC offers a comprehensive compensation package, including a competitive salary, bonuses, and flexible benefits. The estimated salary for this position is around $75,000-$90,000 per year, based on industry standards and location.
You will have the opportunity to work in a dynamic, collaborative, and progressive team environment, with leaders who support your development through coaching and managing opportunities.
RBC is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
-
Lead Financial Services Attorney
4 weeks ago
Old Toronto, Canada Momentum Financial Services Group Full timeMomentum Financial Services Group is a leading provider of financial services in North America, serving customers through its extensive retail network of over 400 locations.About the RoleWe are seeking an experienced Corporate Lawyer to join our team as Associate General Counsel. The successful candidate will be based in the GTA area and work approximately 3...
-
Financial Services Accounting Expert
1 week ago
Toronto, Ontario, Canada IFG - International Financial Group Full timeJob SummaryWe are seeking a highly skilled Financial Services Accounting Expert to join our team at IFG - International Financial Group. The ideal candidate will have expertise in full-cycle accounting, loan accounting, commercial lending, or mortgage operations, with a strong background in financial reporting and analysis.Key ResponsibilitiesPerform...
-
Senior Corporate Counsel
1 week ago
Old Toronto, Canada Momentum Financial Services Group Full timeMomentum Financial Services Group is a leading provider of financial services in North America, with a retail network of over 400 locations known as Moneymart, Insta Cheques and the Cheque Cashing store. Our mission is to provide access to cash and related products that help our customers achieve their goals.Job OpportunityWe are seeking an experienced...
-
Risk Management Expert
1 week ago
Old Toronto, Canada SMBC Full timeOverviewSydney-based SMBC is a leading financial institution offering a range of banking and financial services. As a Risk Management Expert, you will play a crucial role in shaping the organization's risk management strategy and ensuring compliance with regulatory requirements.Job DescriptionWe are seeking an experienced Risk Management Expert to join our...
-
Senior Corporate Counsel
3 weeks ago
Old Toronto, Canada Momentum Financial Services Group Full timeMomentum Financial Services Group is a prominent provider of financial services in North America. With over 40 years of experience, the company has been committed to delivering innovative financial solutions that cater to the evolving needs of consumers and business owners.Through its extensive network of retail locations, Momentum Financial Services Group...
-
Financial Services Director
3 weeks ago
Old Toronto, Canada BMO Financial Group Full time**Company Overview:**BMO Financial Group is a leading financial institution that offers a wide range of financial services to individuals, businesses, and governments. Our company is committed to helping our customers achieve their financial goals and improve their financial well-being.Salary: The estimated salary for this position is $150,000 - $200,000 per...
-
Old Toronto, Canada Cornerstone OnDemand Ltd. Full timeAbout Simon-KucherSimon-Kucher & Partner is a leading consulting firm specializing in growth strategy and pricing. Our team of experts has extensive experience in the Financial Services sector, including banking, fintech, payments, wealth management, and insurance.
-
Senior Banking Attorney
7 days ago
Old Toronto, Canada RFA Bank of Canada, RFA Mortgages Corp. Full timeRFA Bank of Canada, a leading Canadian-owned real estate firm, is seeking a highly experienced Senior Banking Attorney & Corporate Governance Expert to join its team. As a key member of the bank’s Senior Management, this role will provide legal oversight and guidance on all matters affecting the organization.About RFAFounded in 1996, RFA (Realty Financial...
-
Consultant , Financial Services - Banking
1 week ago
Old Toronto, Canada Scotiabank Full timep> Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team.As a Financial Consultant, Regional Accounts you will be...
-
Corporate Lawyer for Financial Services
3 weeks ago
Old Toronto, Canada Momentum Financial Services Group Full timeMomentum Financial Services Group is a leading provider of financial solutions in North America. With 40 years of experience, the company has been committed to delivering innovative and effective financial products that meet the evolving needs of consumers and business owners.The company operates through its retail network of over 400 locations, known as...
-
Commercial Banking Expert
4 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob Title: Commercial Banking Expert - Financial Solutions Professional Salary Range: $120,000 - $180,000 per year based on experience and qualifications.Job Description:About the Role:We are seeking an experienced Commercial Banking Expert to join our team in Toronto. As a key member of our Client Relationship Team, you will work closely with our...
-
Corporate Banking Analyst
3 months ago
Toronto, Canada Sumitomo Mitsui Banking Corporation Full time**Role Description**: The Analyst will also assist in managing the credit portfolio through on-going monitoring and reporting of asset quality. **Role Objectives**: - Participate in the negotiation, structuring, and execution of new transactions and ancillary products (derivatives, DCM, trade finance, etc.) - Participate in the due diligence of new...
-
Senior Financial Advisor
1 month ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleThe ideal candidate will be a customer-centric Senior Financial Advisor with strong business acumen and a passion for delivering exceptional service. As a key member of the Canadian Banking Branch network, you will be responsible for providing proactive financial solutions to clients, building strong relationships, and driving business...
-
Financial Planning Expert
9 hours ago
Old Toronto, Canada BMO Financial Group Full timeAt BMO Financial Group, we are committed to offering a workplace that is inclusive, equitable and accessible.Job Description:We are seeking an experienced Financial Planning Expert to join our team. The successful candidate will have a strong background in financial planning, forecasting and analysis, with the ability to develop detailed financial and...
-
Business Banking Account Manager
6 months ago
Toronto, Canada DUCA Financial Services Credit Union Ltd. Full time**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...
-
Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly skilled Banking Specialist to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for delivering exceptional client experiences and providing expert advice on financial solutions.
-
Senior Financial Operations Manager
1 day ago
Old Toronto, Canada Momentum Financial Services Group Full timeFinancial Operations Leadership OpportunityMomentum Financial Services Group is a leading provider of financial services in North America, committed to delivering innovative solutions that meet the evolving needs of consumers and business owners.We operate a retail network of over 500 locations across Canada and the United States, with robust digital and...
-
Financial Services Expert
4 weeks ago
Old Toronto, Canada Equitable Group Full time**About Equitable Group**We are a Challenger Bank that dares to be different. For over 50 years, we have been innovating the banking experience for Canadians. Our team of inquisitive and agile minds finds smarter ways of doing things. We serve more than 370,000 people across Canada through Equitable Bank, our wholly-owned subsidiary Concentra Bank supports...
-
Old Toronto, Canada Echelon Wealth Partners Inc. Full timeAbout Echelon Wealth Partners Inc.Echelon Wealth Partners Inc. is a leading independent Canadian-owned and operated Capital Markets and Private Client Services firm. Our client-centred approach and entrepreneurial spirit have earned us a reputation as a premium full-service broker dealer. We offer a wide range of services, including investment banking,...
-
Compliance Director for Financial Services
3 weeks ago
Old Toronto, Canada Momentum Financial Services Group Full timeMomentum Financial Services Group, a leading provider of financial services in North America, seeks a highly skilled Compliance Director to join its team. With over 400 locations across the continent, we offer unparalleled access to cash and related products.Job SummaryWe are looking for a seasoned professional with extensive experience in regulatory...