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Reposted YesterdaySaved
In-Office
Vancouver, BC, CAN
Mid level
Mid level
Financial Services
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.
Top Skills: Customer Relationship ManagementFinancial PlanningInvestment StrategiesManaged ProductsSales
Reposted 2 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.
Reposted 2 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 3 Days AgoSaved
In-Office
Vancouver, BC, CAN
Senior level
Senior level
Financial Services
The Senior Investigator provides investigative services to address threats and violations, conducts investigations, prepares reports, and implements risk mitigation strategies while collaborating with stakeholders.
Reposted An Hour AgoSaved
Remote
5 Locations
Junior
Junior
Financial Services
The Mortgage Retention Specialist advises on mortgage financing, manages customer interactions, negotiates terms, and ensures compliance while maintaining customer satisfaction.
Top Skills: Call Centre TechnologyContact Centre Technology
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Junior
Financial Services
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.
Junior
Financial Services
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.
Reposted YesterdaySaved
Remote
9 Locations
Junior
Junior
Financial Services
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.
Top Skills: Canadian Securities Course (Csc)Ific CourseIiroc LicensedInvestment Knowledge
Reposted YesterdaySaved
Remote
11 Locations
Junior
Junior
Financial Services
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.
Junior
Financial Services
The role involves providing client investment advice and fulfilling sales and service activities, while achieving sales targets and maintaining industry knowledge.
Top Skills: CscIfic
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