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Reposted 5 Days AgoSaved
In-Office
Vancouver, BC, CAN
Mid level
Mid level
Financial Services
The Mortgage Specialist will manage relationships, develop marketing strategies, and assist customers in home financing. Responsibilities include identifying sales opportunities, delivering exceptional service, and engaging with referral networks to generate mortgage business.
Reposted 5 Days AgoSaved
In-Office
Burnaby, BC, CAN
Mid level
Mid level
Financial Services
The Mortgage Specialist supports customers in obtaining home financing, manages referral networks, and drives sales through marketing initiatives while ensuring compliance with regulations.
Reposted 5 Days AgoSaved
In-Office
Burnaby, BC, CAN
Mid level
Mid level
Financial Services
The Mortgage Specialist will build relationships, manage mortgage applications, identify sales opportunities, and ensure excellent customer service while adhering to regulatory standards.
Reposted 5 Days AgoSaved
In-Office
Maple Ridge, BC, CAN
Mid level
Mid level
Financial Services
The Mortgage Specialist develops referral networks, identifies sales opportunities, provides customer service, and manages mortgage applications while ensuring compliance and promoting BMO's services.
Reposted 5 Days AgoSaved
In-Office
Vancouver, BC, CAN
Senior level
Senior level
Financial Services
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.
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6 Days AgoSaved
In-Office
Vancouver, BC, CAN
Senior level
Senior level
Financial Services
The Tax and Planning Associate provides specialized wealth planning for HNW/UHNW clients, delivering customized advice and facilitating collaborative strategies to enhance client relationships and meet financial goals.
Top Skills: CfpCpa
Junior
Financial Services
Provide bilingual (French/English) wealth and investment sales and service to BMO customers, advise on investment strategies, meet sales targets, manage transactions, escalate complex issues, ensure compliance (AML, FCAC, Privacy), and maintain product and market knowledge.
Reposted YesterdaySaved
Remote
11 Locations
Mid level
Mid level
Financial Services
The HVAR Collection agent will manage high-risk accounts, negotiate solutions for customers, assess risks, and implement debt collection practices while ensuring compliance with legal standards.
Top Skills: Angular ToolEcpExcelMdifMS OfficeOptimizerStrataTsysWord
Reposted YesterdaySaved
Remote
4 Locations
Junior
Junior
Financial Services
This role involves managing delinquent accounts, providing collections-related sales and service, and developing customer relationships. It requires analyzing data to inform payment strategies and executing loss mitigation processes.
Reposted YesterdaySaved
Remote
4 Locations
Mid level
Mid level
Financial Services
The Platform Specialist will manage Amazon Connect capabilities, conduct analyses, optimize platform functions, and support strategic initiatives in customer care.
Top Skills: Amazon ConnectAmazon LambdaAmazon LexAmazon PollyAWSGenesys CloudNatural Language Ivr
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