Best professionals offering personal banking services in Vancouver
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Lisa Phillips
Finance, Customer Service and E-commerce Expert
Customer Service / Support
I graduated from UBC with a BSc in Methematics. I then started my career at The Royal Bank in Personal Banking for 6 years, helping clients with all ...
Service Details for Personal Banking in Vancouver
Personal banking services are offered by experienced professionals who provide financial assistance and guidance to individuals.
Professional Requirements
To perform personal banking services, one needs to have a strong background in finance, excellent communication skills, and the ability to maintain confidentiality.
Recommended Accreditations and Certifications
- Certified Financial Planner (CFP)
- Certified Public Accountant (CPA)
Fees for Personal Banking freelancers
The average daily fee for the experienced freelancers is $150 CAD.
personal banking jobs near Vancouver
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BMO customers and prospects. · Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. · ...
North Vancouver3 weeks ago
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Application Deadline: · 03/20/2026Address: · 1505 Lonsdale Avenue · Job Family Group: · Retail Banking Sales & ServiceCertificate to sell mutual funds required - IFC, CSC, CIFC or equivalent. · Fluency in English and Farsi preferred. · This role requires availability from Monday ...
North Vancouver5 days ago
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Work Location: · Surrey, British Columbia, Canada · Hours: · 37.5 · Line of Business: · Personal & Commercial Banking · Pay Details: · $45,700 - $61,000 CAD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and sk ...
Surrey, BC2 days ago