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7 Days AgoSaved
In-Office
Vancouver, BC, CAN
Expert/Leader
Expert/Leader
Fintech • Insurance • Financial Services
The High Net Worth Planner provides financial, tax, and estate planning guidance to HNW clients, working closely with advisors for customized wealth solutions and supporting business development efforts.
Top Skills: ExcelPowerPointWord
Reposted 8 Days AgoSaved
In-Office
Vancouver, BC, CAN
Senior level
Senior level
Fintech • Insurance • Financial Services
Provide wealth planning advice, support advisors with affluent clients, conduct plan reviews, develop training materials, and ensure compliance with standards.
Top Skills: MS OfficePowerPointWord
8 Days AgoSaved
In-Office
Richmond, BC, CAN
Senior level
Senior level
Fintech • Insurance • Financial Services
The Account Manager III drives profitable business growth by managing customer accounts, conducting credit analysis, and delivering exceptional service. They lead account management strategies, identify referral opportunities, and ensure compliance with risk requirements while building solid customer relationships.
9 Days AgoSaved
In-Office
North Vancouver, BC, CAN
Junior
Junior
Fintech • Insurance • Financial Services
As a Customer Experience Associate, you will process transactions, resolve customer concerns, and ensure a positive customer experience while promoting banking solutions.
Top Skills: ExcelMs Office (WordOutlook)
10 Days AgoSaved
In-Office
Vancouver, BC, CAN
Senior level
Senior level
Fintech • Insurance • Financial Services
Manage a portfolio of higher risk borrowers, structure credit deals, assess risk, and build relationships within the Financial Restructuring Group.
Top Skills: Banking ComplianceCredit StructuringFinancial AnalysisRisk Management
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10 Days AgoSaved
In-Office
Burnaby, BC, CAN
Junior
Junior
Fintech • Insurance • Financial Services
As a Mobile Mortgage Specialist, you will build customer relationships, drive mortgage sales, and receive targeted training to enhance your skills. You will develop initiatives for referrals and leverage TD's resources for success in a competitive market.
Reposted 10 Days AgoSaved
In-Office
Vancouver, BC, CAN
Junior
Junior
Fintech • Insurance • Financial Services
The Mobile Mortgage Specialist Assistant supports mortgage specialists by managing credit administration and customer service tasks, ensuring efficiency for sales processes.
Top Skills: ExcelMs Office SuitePowerPointWord
Reposted 10 Days AgoSaved
In-Office
Burnaby, BC, CAN
Entry level
Entry level
Fintech • Insurance • Financial Services
The Customer Experience Associate processes transactions, resolves customer concerns, and promotes banking solutions, ensuring delightful customer interactions and operational excellence.
Top Skills: ExcelMs Office (WordOutlook)
Reposted 11 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Insurance • Financial Services
The Account Executive is responsible for developing client relationships, managing transactions, and ensuring customer satisfaction while achieving sales objectives and collaborating with internal teams.
Top Skills: AccountingCustomer Relationship ManagementFinancingSales Development
Reposted 11 Days AgoSaved
In-Office
Surrey, BC, CAN
Junior
Junior
Fintech • Insurance • Financial Services
The Customer Experience Associate provides customer service, processes transactions, promotes banking solutions, and resolves customer concerns to enhance the overall customer experience.
Top Skills: ExcelMs Office (WordOutlook)
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