Financial Services Relationship Manager
5 days ago
We are seeking a highly skilled and motivated Financial Services Relationship Manager to join our team at TD Securities. The successful candidate will be responsible for building and maintaining impactful relationships with customers, guiding them to the appropriate staff member for resolving their financial queries and banking needs.
Job Description:This is an excellent opportunity to work in a dynamic and growth-oriented organization, where you will have the chance to develop your skills and expertise in financial services. Your primary focus will be on providing exceptional customer service, ensuring that customers receive the highest level of support and guidance in achieving their financial goals.
You will work closely with cross-functional teams, including sales, marketing, and product development, to identify new business opportunities and drive revenue growth. You will also be responsible for staying up-to-date with industry trends and developments, and providing insights and recommendations to senior management on how to improve our products and services.
Key Responsibilities:- Build and maintain strong relationships with customers, understanding their needs and providing tailored solutions to meet their financial objectives.
- Guide customers to the right contact person for resolving their financial queries and banking needs.
- Develop and implement strategies to increase revenue growth and expand our customer base.
- Work collaboratively with cross-functional teams to identify new business opportunities and drive revenue growth.
- Bachelor's degree in Business Administration, Finance, or related field.
- Minimum 1 year of experience in financial services or a related field.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
- Proficiency in MS Office (Word, Excel, PowerPoint) and other relevant software applications.
The successful candidate can expect a competitive salary range of $60,000 - $80,000 per year, depending on experience and qualifications. In addition to a base salary, we offer a comprehensive benefits package, including medical, dental, and vision insurance, as well as a retirement savings plan.
We are committed to providing ongoing training and development opportunities to ensure that our employees have the skills and knowledge needed to succeed in their roles. Our company culture values diversity, equity, and inclusion, and we strive to create a workplace where everyone feels valued and respected.
If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
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Financial Planning Relationship Specialist
4 days ago
Longueuil, Quebec, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a skilled Financial Planning Relationship Specialist to join our team at the Royal Bank of Canada. In this role, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances.
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Financial Services Manager
4 weeks ago
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Financial Services Manager Position
4 weeks ago
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Client Relationship Manager
4 weeks ago
Longueuil, Quebec, Canada Royal Bank of Canada Full timeJob DescriptionThis is an exciting opportunity to join the Royal Bank of Canada team as a Client Advisor. As an RBC Ambassador, you will be responsible for delivering exceptional customer service and finding solutions to clients' individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing...
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Financial Services Specialist
1 week ago
Longueuil, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Desjardins.About the RoleThis is an exciting opportunity to work in wealth management, developing and maintaining long-term relationships with clients to meet their financial needs. You will be responsible for listening to clients' needs, providing personalized...
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Client Advisor
4 weeks ago
Longueuil, Quebec, Canada Royal Bank of Canada Full timeJob Opportunity:We are seeking a skilled Client Advisor to join our team at the Royal Bank of Canada. As a Client Advisor, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Proactively engage with clients to understand their needs and provide tailored solutions.Develop...
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Financial Services Director
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Financial Services Professional
4 days ago
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Client Advisor
4 weeks ago
Longueuil, Quebec, Canada Royal Bank of Canada Full timeJob Opportunity:We are seeking a highly motivated and customer-focused individual to join our team as a Client Advisor. As an RBC Ambassador, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Proactively engage with clients to understand their needs and provide tailored...
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Financial Services Manager
4 weeks ago
Longueuil, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeJob Summary We are seeking a highly skilled Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch, you will be responsible for providing exceptional customer service and advice on personal banking and business banking products and services. Key Responsibilities Act as a subject matter expert in the...
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Financial Planning Specialist
4 weeks ago
Longueuil, Quebec, Canada Royal Bank of Canada Full timeJob OpportunityAs a Financial Planner Relationship at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...
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Financial Services Professional
1 week ago
Longueuil, Quebec, Canada MNP Full timeAbout MNP MNP is a leading national accounting, tax and business advisory firm in Canada. We are proud to be a part of the entrepreneurial spirit that drives Canadian businesses forward. We provide business strategies and solutions to our clients, helping them navigate the complexities of the business world. Our team of professionals is dedicated to...
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Financial Planning Specialist
4 weeks ago
Longueuil, Quebec, Canada Royal Bank of Canada Full timeOpportunity OverviewAs a Financial Planner Relationship at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...
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Client Advisor
4 weeks ago
Longueuil, Quebec, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and customer-focused Client Advisor to join our team at the Royal Bank of Canada. As a Client Advisor, you will be responsible for delivering exceptional client service and building strong relationships with our clients in the South-Shore of Montreal and Montérégie regions.Key ResponsibilitiesProactively engage...
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Senior Financial Planner
4 weeks ago
Longueuil, Quebec, Canada Royal Bank of Canada Full timeJob OpportunityAs a Senior Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Your...
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Client Advisor
4 weeks ago
Longueuil, Quebec, Canada Royal Bank of Canada Full timeJob Opportunity:We are seeking a highly motivated and client-focused individual to join our team as a Client Advisor. As an RBC Ambassador, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Proactively engage with clients to understand their needs and provide tailored...
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Financial Services Consultant
1 week ago
Longueuil, Quebec, Canada Scotiabank Full timeCompany OverviewScotiabank is a leading financial institution dedicated to providing innovative solutions and exceptional customer experiences.We are seeking a skilled Mortgage Specialist to join our team, who will be responsible for building lasting relationships with clients, referral partners, and community stakeholders.Salary: $60,000 - $80,000 per year,...
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Longueuil, Quebec, Canada RBC Life Insurance Company Full timeCompany OverviewRBC Life Insurance Company is a leading provider of life insurance and wealth management solutions. We are committed to helping individuals achieve their financial goals and build a secure future.SalaryThe estimated salary for this role is between $80,000 and $120,000 per year, depending on experience and qualifications.Job DescriptionWe are...
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Customer Relationship Specialist
4 days ago
Longueuil, Quebec, Canada National Bank Full timeAbout This RoleAs a Customer Relationship Specialist at National Bank, you will play a vital role in building and maintaining strong relationships with clients. You will adopt a friendly approach, actively listen to their needs, and provide personalized banking solutions.Key ResponsibilitiesGreet clients and respond to their inquiries.Help clients navigate...
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Financial Management Specialist
4 days ago
Longueuil, Quebec, Canada Héroux-Devtek Full timeAbout the RoleWe are seeking a highly skilled Financial Management Specialist to join our team at Héroux-Devtek. In this role, you will be responsible for ensuring that all aspects of financial controls, transactions, and accounting practices are reflected in our new Enterprise Resource Planning (ERP) software implementation.Main ResponsibilitiesOwn the...