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Top Tech Jobs & Startup Jobs in Vancouver
Fintech • Insurance • Financial Services
Advises high-net-worth business owners on tax, business succession, estate, and wealth planning. Develops customized plans, researches complex tax matters, presents recommendations, coordinates with banking and external professionals, supports client development and retention, and ensures documentation complies with regulatory requirements. The role also delivers educational presentations, builds professional networks, tracks opportunities, mentors colleagues, and promotes integrated TD Wealth solutions.
Fintech • Insurance • Financial Services
Processes deposits, withdrawals, bill payments, and other financial transactions accurately while following regulations and procedures. Assesses customer needs, recommends banking solutions, resolves concerns, promotes products, and meets business goals. Builds positive customer relationships, maintains confidentiality, supports team effectiveness, and identifies operational improvements. Requires strong administrative, organizational, communication, time-management, and customer-service skills, plus proficiency with Microsoft Office and internet tools.
Top Skills:
InternetExcelMicrosoft OutlookMicrosoft Word
Fintech • Insurance • Financial Services
Manages and grows a commercial banking portfolio by acquiring and retaining business customers, selling credit and non-credit products, conducting credit analysis, preparing applications, monitoring risk, renewing facilities, and developing referral and stakeholder relationships. The role delivers customer service, meets sales and profitability targets, ensures regulatory compliance, and provides industry knowledge and mentorship.
Fintech • Insurance • Financial Services
Processes deposits, withdrawals, bill payments, and other financial transactions accurately while following regulations and procedures. Identifies customer needs, recommends appropriate banking solutions, resolves concerns, escalates non-standard issues, and supports business goals. The role also contributes to team effectiveness, operational improvements, and positive customer experiences through clear communication, organization, and attention to detail.
Top Skills:
InternetExcelMicrosoft OutlookMicrosoft Word
Fintech • Insurance • Financial Services
Provides customized tax, estate, retirement, and holistic wealth-planning guidance to high-net-worth and ultra-high-net-worth clients. Partners with TD Wealth advisors and relationship managers to prepare wealth plans, identify business opportunities, support revenue generation, deliver client meetings and seminars, and execute high-net-worth strategy. Maintains technical expertise through research, tracks plan outcomes, promotes wealth services, and ensures strong service quality, profitability, and risk management.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft Word
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Fintech • Insurance • Financial Services
Processes deposits, withdrawals, bill payments, and other financial transactions accurately while following procedures and regulations. Assesses customer needs, recommends appropriate banking solutions, resolves concerns, promotes products, and delivers positive branch experiences. The role also supports team effectiveness, maintains accurate business processes, identifies operational improvements, and contributes to a respectful, equitable workplace.
Top Skills:
ExcelMicrosoft OutlookMicrosoft Word
Fintech • Insurance • Financial Services
Provides specialized business succession, tax, estate, and wealth planning advice to high-net-worth business owners. Develops customized transition strategies, conducts client discovery, presents recommendations, coordinates internal and external professionals, supports business development, and maintains regulatory compliance. The role also builds trusted client and advisor relationships, delivers educational presentations, tracks opportunities, and mentors colleagues.
Fintech • Insurance • Financial Services
Processes deposits, withdrawals, bill payments, and other financial transactions accurately. Assesses customer needs, recommends suitable banking products and services, resolves concerns, promotes solutions, and meets business objectives. Builds positive customer relationships, protects confidential information, supports team effectiveness, and identifies opportunities to improve operational excellence.
Top Skills:
InternetExcelMicrosoft OutlookMicrosoft Word
Fintech • Insurance • Financial Services
The Customer Experience Associate is responsible for creating exceptional customer experiences, completing financial transactions, resolving concerns, promoting products, and supporting business objectives while contributing to a positive team environment.
Fintech • Insurance • Financial Services
The Associate will enhance customer experience by assisting with transactions, resolving concerns, and promoting banking products, while ensuring compliance and supporting team dynamics.
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