Financial Services Relationship Officer

Job OverviewThis role is a great opportunity to build lasting relationships with clients and help them achieve their financial goals. As a Financial Services Relationship Manager, you will work closely with clients to understand their needs and provide personalized advice on investments, loans, and insurance products.About the JobWe are looking for an...

Job DescriptionRole OverviewAs a Senior Client Service Associate at MD Financial Management, you will play a vital role in delivering exceptional client experiences, driving client satisfaction, and fostering long-term relationships. This dynamic position requires a client-focused individual with a passion for delivering personalized service, navigating...

Job DescriptionWe are seeking a skilled Financial Relationship Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for establishing and maintaining impactful relationships with customers.Company OverviewThe Toronto-Dominion Bank is a leading financial services provider in Canada. Our...

We are seeking a dedicated and customer-focused Financial Services Professional to join our team as a Client Relationship Manager.About the RoleThis is a full-time position based on site, where you will be responsible for providing exceptional service to our members and clients.You will work closely with personal finance advisors to enhance the service...

Unlock Your Potential in Commercial Financial ServicesAt Royal Bank of Canada, we're looking for a seasoned professional to join our team as a Senior Commercial Financial Services Relationship Director. As a key player in our organization, you'll have the opportunity to leverage your expertise in financial analysis, client relationship management, and...

Job SummaryWe are seeking a highly skilled and experienced High-Performance Client Relationship Manager to join our team at MD Financial Management. As a key member of our client service team, you will be responsible for delivering exceptional client experiences, deepening relationships, and driving business growth.

Job DescriptionWe are seeking an accomplished Data Intelligence Analyst to join our Business Technology team at The Maples Group, a global leader in financial services. This role is part of our financial services business in Montreal and reports directly to the Business Technology Manager.The successful candidate will support the Business Technology Team by...

About Fairstone Financial Inc.Fairstone Financial Inc. is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. Our focus on customer service and community engagement sets us apart from other financial institutions.Salary InformationThe estimated salary for this position is around $35,000 -...

Unlock Your Potential as a Financial PlannerWe are seeking an exceptional Financial Planner to join our team at RBC in Montreal, Canada. As a key member of our financial services team, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing them with tailored financial planning advice and helping them achieve their...

The Royal Bank of Canada is seeking a skilled Commercial Financial Services Relationship Manager to join our team in Montreal, Quebec.This role offers an exciting opportunity for an individual with a passion for delivering exceptional client service and developing strong relationships with commercial business clients. As a key member of our team, you will be...

At Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. We're seeking a skilled Financial Services Consultant to join our team.This role is an excellent opportunity for someone who is passionate about providing exceptional client service and building strong relationships with existing...

Une carrière dynamique dans les services financiersVous recherchez un défi professionnel stimulant et une opportunité de croissance professionnelle ? Le poste de Conseiller en services financiers expérimenté est l'endroit idéal pour vous.Description du posteNous recherchons un individu compétent et passionné qui souhaite rejoindre notre équipe de...

At Intact Financial Corporation, we're committed to helping our employees thrive in their careers. As a FinOps Manager, you'll play a key role in driving our financial operations forward.We're looking for a highly motivated and experienced professional to join our team. As a FinOps Manager, you'll be responsible for developing and implementing our financial...

About the RoleWe are seeking an experienced Financial Portfolio Manager to join our Client Service Centre team. This is a unique opportunity to work with clients, build strong relationships and deliver exceptional service.Job DescriptionIn this role, you will be responsible for building relationships with clients of our personal Group Choices plan. Your...

About Mackenzie Financial CorporationMackenzie Financial Corporation is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial...

Sun Life Financial is a leading provider of life insurance, health insurance, and financial services. With our focus on innovation and customer-centricity, we are seeking an experienced Prospr Advisor to join our dynamic team.The ideal candidate will have a strong background in retail insurance and investment products, with excellent communication and...

About Promote ProjectPromote Project is on a mission to revolutionize financial services in Canada, offering secure, rewarding, and bitcoin-friendly solutions. As one of Canada's fastest-growing financial institutions, backed by top venture capitalists with over $44 million in funding, Shakepay reimagines banking for the digital age.Our team is passionate...

About the RoleAt Sun Life Financial, we are seeking a highly skilled and motivated Senior Financial Planning Specialist to join our Client Relationship Team. This is a unique opportunity to build relationships with clients of our personal Group Choices plan and provide comprehensive portfolio reviews, retirement planning discussions, and financial advice to...

At Scotiabank, we are seeking a Senior Total Wealth Planner to join our team.About the RoleThis is a challenging and rewarding opportunity for a high net worth financial planner to leverage their expertise in delivering comprehensive financial planning advice to clients.Main ResponsibilitiesDeveloping end-to-end goals-based financial plans that cater to the...

Job SummarySun Life Financial is seeking a highly motivated Financial Consultant to join their Client Relationship Team. As a key member of the team, you will be responsible for building strong relationships with clients and providing comprehensive portfolio reviews to help them achieve their financial goals.About the RoleThis is a full-time opportunity that...