Top Tech Jobs & Startup Jobs in Vancouver

Financial Planners will provide financial and investment planning, implement business strategies to acquire clients, and develop solutions based on client needs. The role involves customer engagement, referral generation, and achieving performance targets, while maintaining compliance and current industry knowledge.

The role involves tax planning for HNW/UHNW clients, collaborating on wealth strategies, and providing customized financial advice while also maintaining client relationships and enhancing overall service experience.

The Mortgage Specialist supports customers in obtaining home financing, manages referral networks, and drives sales through marketing initiatives while ensuring compliance with regulations.

The Senior Investigator provides investigative services to address threats and violations, conducts investigations, prepares reports, and implements risk mitigation strategies while collaborating with stakeholders.

The Mortgage Retention Specialist advises on mortgage financing, manages customer interactions, negotiates terms, and ensures compliance while maintaining customer satisfaction.

Provide lending-related sales and services to BMO customers. Advise on borrowing strategies, manage transactions, and ensure compliance with financial regulations. Handle customer inquiries professionally and stay informed about products and market trends.

Provide credit and lending-related sales and service to customers, advise on borrowing strategies, and fulfill transaction requests according to procedures while managing customer interactions professionally.

The Investment Specialist provides wealth and investment-related services to BMO customers, advising on products, achieving sales targets, and maintaining knowledge of market trends while ensuring compliance with regulations.

The Bilingual Account Specialist collaborates on managing delinquent accounts, provides customer service, advises on payment strategies, and ensures successful resolution of non-performing accounts while adhering to policies.

The role involves providing client investment advice and fulfilling sales and service activities, while achieving sales targets and maintaining industry knowledge.