Financial Services Professional

1 week ago


Vancouver, British Columbia, Canada TEKsystems Full time

About the Role:


We are seeking a highly skilled and experienced Financial Services Professional to join our team as an Everyday Banking Advisor. As a key member of our team, you will be responsible for providing exceptional customer service and support to clients in Vancouver, BC.



Key Responsibilities:

  • Manage high-volume inbound calls, resolving client inquiries and concerns in a timely and professional manner
  • Provide personalized banking solutions, educate clients on digital capabilities, and ensure seamless client experiences
  • Cultivate strong relationships with partners and colleagues to drive team results and success
  • Collaborate with the team to identify and mitigate risks, ensuring compliance with all relevant policies and procedures
  • Educate and assist clients with using our digital banking platforms


Requirements:

  • Fluency in English and Mandarin or Cantonese (reading and verbal skills required)
  • At least 6 months of previous call center or phone-based customer service experience, handling high volumes of calls (40+ per day)
  • Prioritize personal flexibility to work shift work, including weekends, and adapt to changing priorities
  • Proven ability to build rapport, maintain client relationships, and work independently and collaboratively as part of a team


Preferred Qualifications:

  • Experience working in the financial or service industry
  • Exceptional time management, organizational, and problem-solving skills
  • Digital literacy across various devices and above-average keyboarding skills


About TEKsystems:

We are a leader in Full-Stack Technology Services, Talent Services, and real-world application. Our team of over 80,000 professionals works with progressive leaders to drive change. We believe in the power of true partnership and strive to create exceptional client experiences.


TEKsystems is an Allegis Group company and an equal opportunity employer. We value diversity and inclusivity and welcome applications from candidates of all backgrounds.



  • Vancouver, British Columbia, Canada G&F Financial Group Full time

    About G&F Financial GroupG&F Financial Group, founded by Gulf & Fraser and Interior Savings, is a leading credit union in BC with over $ billion in total assets under administration. With a strong presence across the province, our employees work to serve over , members who live and work across BC.We strive to create a future where everyone in our communities...


  • Vancouver, British Columbia, Canada G&F Financial Group Full time

    About G&F Financial GroupG&F Financial Group, founded by Gulf & Fraser and Interior Savings, is a leading credit union in BC with approximately $ billion in total assets under administration. We have over , members who live and work across the province. Our credit union offers personal and commercial banking, insurance, and wealth management services from...


  • Vancouver, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a leading financial institution in British Columbia, is committed to providing exceptional banking services to its members. As the second-largest provincially regulated credit union in BC, we offer a wide range of personal and commercial banking products, as well as insurance and wealth management services.We strive...


  • Vancouver, British Columbia, Canada Connor Clark and Lunn Financial Group Full time

    Becoming a financial services professional with Connor, Clark & Lunn Financial Group may be the only career advancement you ever need. As one of Canada's largest independent and privately held discretionary investment managers, you will help clients achieve their unique financial goals and objectives. Key Responsibilities• Develop and implement...


  • Vancouver, British Columbia, Canada D&H Group LLP Chartered Professional Accountants Full time

    D&H Group LLP Chartered Professional Accountants, a leading Vancouver-based firm of accountants, is seeking a highly skilled Financial Services Professional to join their team.The ideal candidate will possess excellent English communication skills, both written and verbal, as well as strong interpersonal skills, with the ability to develop positive rapport...


  • Vancouver, British Columbia, Canada LGM Financial Services Full time

    About LGM Financial ServicesLGM Financial Services is a national leader in providing warranty, finance and insurance services to the Canadian automotive industry. With over 25 years of experience, we have successfully supplied quality products and leading training solutions to over 1,200 Canadian franchised new car dealerships.Accountant Role OverviewWe are...


  • Vancouver, British Columbia, Canada HM Tax Services Ltd. Full time

    Job Title: Financial ProfessionalAbout the Role:We are seeking a highly skilled Financial Professional to join our team at HM Tax Services Ltd. The ideal candidate will have a Bachelor's degree and 2 years of experience in accounting.Key Responsibilities:Plan, set up and administer accounting systemsPrepare financial information for individuals, departments...


  • Vancouver, British Columbia, Canada HM Tax Services Ltd. Full time

    Job DescriptionAt HM Tax Services Ltd., we are seeking a highly skilled Financial Professional to join our team. The ideal candidate will have a strong background in accounting and finance, with the ability to plan, set up and administer accounting systems. Key responsibilities include preparing financial information for individuals, departments or...


  • Vancouver, British Columbia, Canada LGM Financial Services Full time

    About the Role:LGM Financial Services is seeking a highly skilled Accounting Professional to join our team. As an Accounting Professional, you will be responsible for:Mentoring and motivating the Accounts Payable team to achieve departmental goals and deliver high-quality results.Coordinating and reviewing the preparation of payments, including checks,...


  • Vancouver, British Columbia, Canada Momentum Financial Services Group Full time

    Company OverviewMomentum Financial Services Group is a leading financial services provider in North America with over 400 retail locations and a legacy of serving customers for over 40 years.


  • Vancouver, British Columbia, Canada BlueShore Financial Full time

    Accounting and Reporting ExpertAs a key member of our Finance team, you will provide comprehensive accounting services to our branches and subsidiaries. This role involves preparing monthly financial statements and reports for the credit union and its subsidiaries, as well as working with the Finance team to prepare year-end consolidated and unconsolidated...


  • Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Unlock Your Potential as a Financial Services ProfessionalRoyal Bank of Canada is seeking a highly motivated and results-driven individual to join our team as a Financial Services Professional. In this role, you will have the opportunity to build and manage long-term client relationships, leveraging your investment strategy to create customized wealth...


  • Vancouver, British Columbia, Canada STEVEN NI CHARTERED PROFESSIONAL ACCOUNTANT LTD. Full time

    About the RoleWe are seeking a skilled Accountant to join our team at STEVEN NI CHARTERED PROFESSIONAL ACCOUNTANT LTD.Job SummaryThis is a permanent position that requires strong accounting skills, excellent communication, and organizational abilities. As an Accountant, you will be responsible for managing financial records, preparing financial statements,...


  • Vancouver, British Columbia, Canada WH FINANCIAL SERVICES LTD. Full time

    Job Title: Insurance ProfessionalJob Summary: We are seeking an Insurance Professional to join our team at WH FINANCIAL SERVICES LTD. The successful candidate will be responsible for assessing potential client markets, establishing client insurance coverage, and providing customer service.Key Responsibilities:Assess potential institutional, business or...


  • Vancouver, British Columbia, Canada LGM Financial Services Full time

    About the RoleLGM Financial Services is seeking a highly skilled and experienced Senior Financial Manager to join our team. As a key member of our finance department, you will play a critical role in driving the financial success of our organization.Key ResponsibilitiesLead and manage the Corporate Accounting Team, providing guidance and support to ensure...


  • Vancouver, British Columbia, Canada Envision Financial Full time

    Job DescriptionAt Envision Financial, we are seeking a highly skilled Member Advisor to provide exceptional service to our members. The successful candidate will be responsible for delivering personalized financial solutions and building strong relationships with our customers.Key Responsibilities:Provide front-line member service to triage and manage member...


  • Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 209486At Scotiabank, we're seeking a skilled Financial Services Professional to join our team. As a Financial Advisor, you'll play a key role in providing exceptional service to our customers, helping them achieve their financial goals.About the RoleKey Responsibilities:Build strong relationships with customers, understanding their needs and...


  • Vancouver, British Columbia, Canada LGM Financial Services Full time

    Job Title: Accountant The Organization: LGM Financial Services is a leading provider of warranty, finance, and insurance services to the Canadian automotive industry. With over two decades of experience, the company has established itself as a trusted partner for Canadian new car dealerships, backed by strong automotive manufacturing brands. Job Summary: ...

  • Product Manager

    1 week ago


    Vancouver, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a pioneering financial institution in BC, has reached approximately $ billion in total assets under administration. With over , members served across the province, our employees work tirelessly to deliver exceptional banking and insurance services through branches spanning from downtown Vancouver to the North Peace...


  • Vancouver, British Columbia, Canada HM Tax Services Ltd. Full time

    About HM Tax Services Ltd.We are a leading provider of tax services, dedicated to delivering exceptional results for our clients. Our team is comprised of highly skilled professionals who are passionate about helping individuals and businesses navigate the complexities of taxation.Job DescriptionWe are currently seeking an experienced accountant to join our...