Financial Services Representative

We are seeking a Financial Services Representative to join our team at National Bank. This is a 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.You'll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for...

At Intact Financial Corporation, we're dedicated to helping our customers protect what matters most. As a Sales and Customer Service Representative, you'll play a key role in ensuring our customers receive the best possible protection for their assets.About the RoleYou'll be working closely with our customers to understand their needs and provide...

Compétences requisesLe candidat idéal doit avoir une mentalité de vente et au moins un an d'expérience en vente de services financiers. Il doit également avoir une passion pour le service à la clientèle et de l'expérience dans la manipulation d'argent comptant. Un diplôme d'études secondaires ou l'équivalent est également...

Are you a seasoned financial professional looking to take your career to the next level? We're seeking a highly skilled Senior Financial Consultant to join our team at MD Financial Management.Key Responsibilities:Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.Facilitate a...

Director of Advanced Financial PlanningIGM Financial is seeking a highly skilled Director of Advanced Financial Planning to join our team. As a key member of our Advanced Financial Planning department, you will be responsible for providing expert taxation and estate planning advice to our consultants, as well as developing and delivering training programs to...

At Intact Financial Corporation, we're looking for a skilled Claims Representative, Road to join our team. As a Claims Representative, Road, you will play a critical role in analyzing information, determining liability, and reviewing assessments of damages. You will also be responsible for checking policy details, interviewing insureds and witnesses, and...

Détails du posteLe rôle du représentant des services financiers consiste à fournir une expérience de vente de qualité aux clients, en exécutant efficacement toutes les transactions, en déterminant les besoins des clients et en leur fournissant des solutions qui répondent à leurs besoins.Compétences requises :Avoir une mentalité de venteAvoir au...

Job Summary:We are seeking a Customer Service Representative and Financial Advisor to join our team at BMO. In this role, you will be responsible for delivering exceptional customer service and providing financial guidance to customers.About the Role:Deliver outstanding customer service by greeting customers warmly, answering their questions, and resolving...

At IGM Financial, we are one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. Our company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.We have a unique business model...

Job Title: Client AdvisorAbout the Role:We are seeking a highly motivated and client-focused individual to join our team as a Client Advisor. As a key member of our team, 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...

About the RoleWe're seeking a skilled Claims Representative III to join our team at Intact Financial Corporation.Key Responsibilities:Analyze claims to determine admissibility and investigate circumstances to determine causes.Provide fair and equitable settlements, considering company standards and rules.Effectively use available tools and manage...

Job SummaryAs a Financial Services Representative at NBC, you will play a key role in supporting Financial Planners in their administrative investment activities. This position requires strong communication and problem-solving skills, as well as the ability to work in a fast-paced environment.Key ResponsibilitiesOptimize interactions with clients on the...

Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at National Bank. As a key member of our team, you will be responsible for providing exceptional client service and support in all aspects of investment transactions.Key Responsibilities:Optimize interactions with clients on the technical, administrative, and...

Company OverviewWe are a forward-thinking bank that prioritizes people and innovation. Our mission is to positively impact lives by providing exceptional financial services.SalaryThe compensation for this role starts at $22.09 per hour, with projected increases in the first year. This reflects our commitment to fairness and rewarding hard work.Job...

Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide personalized service to customers, responding to their inquiries and...

Job Overview As a Financial Services Manager at EightSix Network, you will play a pivotal role in driving business growth and development within our branches. Your primary responsibility will be to lead and motivate a team of employees to deliver exceptional customer experiences and achieve financial targets. Key Responsibilities: Lead a team of...

About the RoleThe Chief Advisor, Insights, Financial is a pivotal role within our organization, tasked with two primary hybrid mandates: supporting the team's business strategies to drive growth and bridging the Wealth Sector and Corporate Finance Office by translating actions and deliverables.This position is not only responsible for ensuring accurate...

About the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and providing expert advice on our financial products and services.Key ResponsibilitiesProvide...

About the RoleWe are seeking a skilled Financial Services Advisor to join our team in wealth management. As a key member of our advisory team, you will be responsible for developing and maintaining strong relationships with clients to provide them with tailored financial solutions.ResponsibilitiesAdvise clients on investment strategies and work closely with...

Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide personalized service to customers, responding to their inquiries and...