Personal Banking Specialist
2 days ago
We're seeking a motivated and customer-focused individual to join our Personal and Business Banking team as an Associate Financial Advisor. This role is ideal for someone who enjoys building relationships and providing personalized financial solutions to clients.
Key Responsibilities- Meet with clients to understand their financial goals and priorities, and provide tailored advice and solutions.
- Manage a portfolio of mortgage clients, deepening relationships and identifying opportunities for growth.
- Engage in marketing and outreach activities to grow your network and deepen existing relationships.
- Become a technology expert, sharing knowledge with clients and helping them manage their banking needs.
- 2-3 years of experience in providing financial advice to clients and achieving sales results through advice-based conversations.
- Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
- Values-driven individual who embodies CIBC's values of trust, teamwork, and accountability.
At CIBC, we prioritize our employees' goals and strive to create opportunities for growth and development. Our comprehensive benefits package, competitive salary, and incentive pay ensure that our employees are valued and rewarded for their hard work.
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Indigenous Banking Specialist
2 days ago
Vancouver, British Columbia, Canada CIBC Full timeAbout the RoleWe are seeking an Indigenous Banking Specialist to join our Personal and Business Banking Team. As a Client Service Representative, you will be the first point of contact for clients, answering questions, processing transactions, and connecting them with the right specialists to help them achieve their financial goals.You will thrive in a...
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Regional Banking Specialist
4 weeks ago
Vancouver, British Columbia, Canada Webster Bank Full timeJob SummaryWe are seeking a highly motivated and experienced Regional Banking Specialist to join our team at Webster Bank. As a key member of our banking center team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales and growth initiatives.Key ResponsibilitiesRespond to customer...
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Mortgage Banking Specialist
2 weeks ago
Vancouver, British Columbia, Canada BMO Full timeMortgage Specialist Job DescriptionBMO is seeking a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and managing relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesRelationship Building:...
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Debt Advisory Banking Specialist
4 weeks ago
Vancouver, British Columbia, Canada beBee Professionals Full timeJob Title: Debt Advisory Banking SpecialistLocation: Vancouver, BCCompany: beBee ProfessionalsJob Description:beBee Professionals is seeking an experienced Debt Advisory Banking Specialist to provide debt advisory services to clients, including structuring and negotiating debt financing transactions, and providing advice on debt capital markets.The ideal...
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Corporate Investment Banking Specialist
4 weeks ago
Vancouver, British Columbia, Canada beBee Professionals Full timeWe are seeking a Corporate Investment Banking Specialist to provide financial advice to corporate clients. The successful candidate will be responsible for providing mergers and acquisitions, capital raising, and other corporate finance activities. The ideal candidate should have a Bachelor's degree in finance, accounting, economics, or a related field, as...
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Banking Advisor
4 weeks ago
Vancouver, British Columbia, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a key member of our branch team, you will be responsible for providing exceptional service to our clients, building strong relationships, and helping them achieve their financial goals.Key ResponsibilitiesListen to clients' needs and...
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Banking Advisor
3 weeks ago
Vancouver, British Columbia, Canada NBC Full timeJob SummaryAs a Banking Advisor at NBC, you will play a vital role in providing exceptional customer service and support to our clients. This is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.Key ResponsibilitiesGreet Clients and Answer...
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Banking Advisor
3 weeks ago
Vancouver, British Columbia, Canada National Bank Full timeJob Title: Banking AdvisorAt National Bank, we're looking for a skilled Banking Advisor to join our team. As a Banking Advisor, you'll play a key role in providing exceptional client service and advice on personal and small business banking needs.Key Responsibilities:• Listen to clients' needs and resolve complex situations• Provide advice and offer...
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Banking Advisor
4 weeks ago
Vancouver, British Columbia, Canada National Bank Full timeJob Title: Banking AdvisorAt National Bank, we're looking for a talented Banking Advisor to join our team. As a Banking Advisor, you'll play a key role in providing exceptional client service and helping our clients achieve their financial goals.Key Responsibilities: Listen to clients' needs and resolve complex situations Give advice and offer appropriate...
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Banking Service Specialist
1 week ago
Vancouver, British Columbia, Canada BMO Full timeBMO Financial Group is committed to Boldly Growing the Good in business and life. We're looking for a skilled Banking Service Specialist to join our team.About This RoleThis role will be focused on delivering exceptional customer service, identifying customer needs, and providing advice and guidance on financial solutions that are in the best interests of...
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Banking Advisor
4 weeks ago
Vancouver, British Columbia, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at NBC. As a Banking Advisor, you will be responsible for providing exceptional customer service and support to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Greet clients and answer questions in a friendly and...
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Regulatory Reporting Specialist
4 weeks ago
Vancouver, British Columbia, Canada beBee Professionals Full timeJob SummarybeBee Professionals is seeking a Regulatory Reporting Specialist - Banking to join our team in Vancouver. The successful candidate will be responsible for preparing and submitting regulatory reports to relevant authorities, including financial statements, capital adequacy ratios, and financial data analysis.The ideal candidate should have a...
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Senior Corporate Banking Specialist
4 weeks ago
Vancouver, British Columbia, Canada Hong Leong Bank Berhad Full timeUnlock Your Potential in Corporate BankingAt Hong Leong Bank Berhad, we are seeking a highly skilled and experienced Senior Corporate Banking Specialist to join our team. As a key member of our Corporate Banking division, you will be responsible for proposing and executing business plans and marketing strategies to drive successful execution and proven...
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Siding Installation Specialist
4 weeks ago
Vancouver, British Columbia, Canada VBS Siding Specialist Full timeJob SummaryWe are seeking a skilled Siding Installation Specialist to join our team at VBS Siding Specialist. As a key member of our installation team, you will be responsible for installing and repairing exterior prefabricated products, including siding, decks, and fences.Key ResponsibilitiesInstall and repair siding, decks, and fences on residential and...
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Corporate Banking Specialist
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?We are seeking a highly skilled Corporate Banking Specialist to join our team at Royal Bank of Canada. As a key member of our corporate banking team, you will be responsible for managing client relationships, developing innovative borrowing structures, and delivering sound financial advice to our clients. You...
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Senior Small Business Banking Specialist
1 day ago
Vancouver, British Columbia, Canada Scotiabank Full timeAs a Senior Small Business Banking Specialist at Scotiabank, you will play a key role in providing exceptional service to our customers and helping them achieve their financial goals.About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Senior Small Business Banking Specialist. In this role, you will be responsible for...
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Commercial Banking Relationship Specialist
6 days ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeAbout This OpportunityWe are seeking a highly motivated and results-driven Commercial Banking Relationship Specialist to join our team in Vancouver. As a key member of our Commercial Centre, you will be responsible for delivering exceptional client service and building strong relationships with commercial business clients.Key Responsibilities:Develop and...
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Accounting and Financial Specialist
1 week ago
Vancouver, British Columbia, Canada Best Buy Full timeAccounting and Financial Specialist - Banking and FinanceWe are seeking an experienced accounting and financial specialist to join our team as a Banking and Finance expert. In this role, you will be responsible for managing debit and credit card reconciliations to ensure accurate and timely payments.As a financial administrator, you will work closely with...
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Commercial Banking Specialist
2 weeks ago
Vancouver, British Columbia, Canada Hong Leong Bank Berhad Full timeCash Management ExpertiseAs a Commercial Banking Specialist - Cash Management with Hong Leong Bank Berhad, you will be responsible for proposing and executing business plans and marketing strategies to drive successful execution and revenue growth. You will work closely with Product Managers and stakeholders to commercialize new and existing products and...
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Banking Services Representative
4 weeks ago
Vancouver, British Columbia, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at NBC. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals, and building long-lasting relationships.Key ResponsibilitiesGreet clients and answer their questions in a...