- Proactively identify opportunities to match customer needs through effective communication and probing skills
- Work within specified performance metrics for all client communications (verbal or written)
- Uphold a professional image of the organization at all times
- Actively promote self-service capabilities for clients, proactively identifying opportunities for them to take control of their financial decisions
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We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. · You'll find a culture grounded in teamwork, guided by integrity,Our Commercial Mid-Market team in GTA is growing We're looking for a Client ...
Markham Full time1 month ago
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We help clients face risk with confidence because we believe that when businesses are protected they're free to grow lead and innovate.You'll find a culture grounded in teamwork guided by integrity and fueled by a shared commitment to do the right thing. · ...
Markham $50,000 - $97,500 (USD)5 days ago
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+We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate. · You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where t ...
Markham, Ontario4 days ago
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As a Client Solutions Manager at Gallagher you will provide outstanding client service to clients in the Commercial Mid-Market team in GTA. The role involves managing an existing portfolio of clients driving renewal cycle handling day-to-day policy updates talking and building re ...
Markham, Ontario1 month ago
- Work in company
Entry-Level Business Role – Built for Finance-Focused Professionals
Only for registered members
You're analytical process-oriented disciplined traits that have made you great in finance. But if you're looking for a path that includes more human interaction faster growth broader influence we're here to offer it. · ...
Toronto1 month ago
- Work in company
Entry-Level Business Role – Built for Finance-Focused Professionals
Only for registered members
You're analytical and disciplined --- traits that have made you great in finance. But if you're looking for a path with more human interaction faster growth and broader influence we're here to offer it. · ...
Toronto, Ontario1 month ago
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TD Canada Trust est la branche bancaire personnelle et des petites entreprises de TD. Elle sert plus de 11 millions de clients au pays. La branche bancaire offre un large éventail de produits et services financiers à travers son réseau bancaire en branches, le téléphone, internet ...
Mississauga, Ontario2 weeks ago
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We are seeking a certified personal trainer to join our team at Forever Aesthetic. As a private, luxury training facility focused on results and professionalism, we specialize in law enforcement and military fitness preparation alongside lifestyle clients. · What the role involve ...
Mississauga, Ontario1 month ago
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This is a full-time Sales Advisor role based in Mississauga, ON.The Sales Advisor will deliver exceptional customer service to clients and help them elevate their personal style through expert product knowledge and recommendations. · ...
Mississauga, Ontario3 weeks ago
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Sales Representative for accounting and finance staffing in the Greater Toronto Area. Earn £200,000+ annually. · ...
Mississauga, Ontario1 week ago
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This is a contract position for a Senior Account Manager specializing in Staffing & Professional Services within the BFSI sector. · ...
Mississauga, Ontario1 month ago
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Forever Aesthetic es un centro privado de entrenamiento de lujo enfocado en resultados profesionales y ofreciendo una experiencia alta calidad para los clientes. Nuestro objetivo es ayudar a los clientes a sentirse acogidos confiados y apoyados mientras reciben instrucción person ...
Mississauga, ON1 month ago
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This role offers the chance to step into a senior leadership position within a stable and growing firm that values technical excellence, integrity, and collaboration. · We are seeking an experienced Canadian tax professional who thrives in a client-facing, advisory-driven environ ...
Mississauga, Ontario1 month ago
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We are seeking a dedicated and detail-oriented Staff Accountant to join our growing accounting team in Etobicoke, ON. In this role, you will play a key part in supporting clients by preparing accurate financial statements, tax returns, · ,Competitive pay, · ,Analytical skills.,De ...
Mississauga, Ontario1 month ago
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We are seeking a compassionate and relationally grounded Registered Psychotherapist (RP) or Registered Psychotherapist (Qualifying) to join our growing practice. · We provide a collaborative and supportive clinical environment where therapists are encouraged to practice authentic ...
Mississauga, Ontario1 week ago
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We are seeking a full-time Administrative Assistant with a strong aptitude for numbers and technology to support our Advisors and financial operations. · This role is ideal for someone with a finance, business, accounting or banking background who wants to build a long-term caree ...
Mississauga, ON3 weeks ago
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InsLyf Insurance Brokers provides comprehensive insurance solutions to individuals and businesses. · ...
Mississauga, Ontario2 weeks ago
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At Flynn, it's not just a job, it's a career · The Glazing Service Account Manager is responsible for growing and maintaining strong client relationships while supporting sales, estimating, and service delivery efforts · Responsibilities: Build and maintain long-term relations ...
Mississauga, ON2 days ago
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We are looking for a licensed Audiologist or Hearing Instrument Practitioner to join our team as a Hearing Care Professional. The ideal candidate will be passionate about providing exceptional client service and holistic care, with a driving curiosity about the science of Audiolo ...
Mississauga, Ontario1 month ago
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We are looking for a driven, client-focused professional who thrives on helping others protect what matters most. · ...
Mississauga, ON2 days ago
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We are currently seeking an Venue Event Coordinator with3+ years of experience in event planning or hospitality, · preferably in large-scale venues. This role is responsible for the end-to-end planning, · coordination, and execution of a wide variety of events at our venue.Diplom ...
Mississauga, Ontario1 week ago
Seeking Dedicated Client-Focused Professional - Mississauga - beBeeServices
Job title: Mandarin/Cantonese Investment Services Representative, RBC Direct Investing
Description
Financial Services Representative
We are seeking a dedicated and client-focused professional to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional service to clients over the phone or through electronic communications.
Key Responsibilities:
To succeed in this role, you must have excellent English communication skills, analytical/organizational time management skills with an attention to detail. Fluency in Mandarin/Cantonese is also essential.
The ideal candidate should possess university/college degree/diploma or at least 1 year relevant business experience in a client-facing role. A proven track record of working independently with strong problem-solving and multitasking abilities is necessary.
- Must-have:
* Ability to work independently
* Strong English verbal/written transcription analytic / organizational time management & detail focused qualities
* Exceptional Customer Service competencies Friendly telephone interpersonal interaction
Nice-to-Have:
Prior standing maintenance based on regulatory requirements Canadian Investment Regulatory Exam (CIRE) Chartered Financial Analyst (CFA) certification level 1 Derivatives exam knowledge speak fluently French
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Client Solutions Manager, Professional Lines
Full time Only for registered members Markham
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Client Solutions Manager, Professional Lines
Only for registered members Markham
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Client Solutions Manager, Professional Lines
Only for registered members Markham, Ontario
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Client Solutions Manager, Professional Lines
Only for registered members Markham, Ontario
-
Entry-Level Business Role – Built for Finance-Focused Professionals
Only for registered members Toronto
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Entry-Level Business Role – Built for Finance-Focused Professionals
Only for registered members Toronto, Ontario
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Mobile Mortgage Specialist
Only for registered members Mississauga, Ontario
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Certified Personal Trainer
Only for registered members Mississauga, Ontario
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Sales Advisor
Only for registered members Mississauga, Ontario
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Staffing Sales Representative
Only for registered members Mississauga, Ontario
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Senior Account Manager
Only for registered members Mississauga, Ontario
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Personal Trainer
Only for registered members Mississauga, ON
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Senior Manager
Only for registered members Mississauga, Ontario
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Staff Accountant
Only for registered members Mississauga, Ontario
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Registered Psychotherapist
Only for registered members Mississauga, Ontario
-
Administrative Assistant, Financial Services
Only for registered members Mississauga, ON
-
Insurance Broker
Only for registered members Mississauga, Ontario
-
Glazing Service Account Manager
Only for registered members Mississauga, ON
-
Audiologist or Hearing Instrument Practitioner
Only for registered members Mississauga, Ontario
-
Client Relations Representative
Only for registered members Mississauga, ON
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Venue Event Coordinator
Only for registered members Mississauga, Ontario