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Canada Browse · Montreal · Financial Services Representative

Financial Services Representative in Montreal

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Universal Fraud Agent, Overnight, Remote - Bilingual
CIBC
Montreal, Quebec, Canada
Full time
Competitive salary; incentive pyy available; benef...
Fully remote
Bilingual in french and english
Overnight shift availability midnight to 8am
Secure wired internet connection 15mbps download
The role involves identifying and investigating fraudulent activities on credit and debit cards to protect clients and the bank
New arrival·2 days ago
Financial Service Representative (hybrid) - Outbound Calls - Bilingual
CIBC Capital Markets
Montreal, QC, Canada
Full time
Not specified; competitive compensation mentioned;...
Fully remote
Bilingual in french and english
Wired internet connection with minimum speeds
Ability to work independently from home
This role involves proactively reaching out to clients via outbound calls to suggest financial services products that help them achieve their goals
New arrival·2 days ago
Client Service Representative, 30h/weekly - Montreal, Qc
CIBC Capital Markets
Montreal, QC, CA
Part time
Competitive salary; incentive pyy available; benef...
Banking center experience
Customer service skills
Digital literacy for mobile apps
The role involves serving as the first line of support for clients managing their day-to-day banking needs in a fast-paced environment
New arrival·2 days ago
Représentant Service À La Clientèle, 25h/semaine - Repentigny, Qc
CIBC Capital Markets
Repentigny, QC, CA
Part time
Not specified; not specified; competitive compensa...
**
Client issue resolution skills
Financial products knowledge
Digital literacy for banking apps
The role involves providing first-line support to clients by helping them manage accounts, resolve issues, and connect with specialized team members
New arrival·2 days ago
Client Service Analyst Investments
Bank of Montreal
Montreal, QC, Canada
Full time
Base: $54,000.00 - $99,600.00; bonus/equity: may i...
Onsite
Mid-level
3-5 years relevant experience
Post-secondary degree in related field
Proficiency in office and sales management software
The role provides critical support and product expertise for the financial planning business development and sales delivered by wealth advisors
5 days ago
Représentant(e) Service À La Clientèle
Bank of Montreal
Laval, QC, CA
Part time
Base: $34,750.00 - $47,250.00; bonus/equity: may i...
**
Exceptional customer service delivery
Handling cash transactions and reconciliations
Identifying customer financial needs
The role involves delivering exceptional service to BMO customers by identifying their needs and providing guidance on financial solutions
5 days ago
Bilingual Contact Center Rep Iii, Direct Investing
TD Ameritrade
Montréal, Quebec, Canada
Full time
Base: $47,200 - $66,600 cad; bonus/equity: not spe...
**
+1y experience
Bilingual french and english proficiency
Experience with digital banking products
Ability to handle complex financial transactions
The role requires creating an exceptional customer experience by managing inquiries and issues promptly under all conditions
6 days ago
Financial Service Representative (hybrid) - Outbound Calls - Bilingual
CIBC
Montreal, Quebec, Canada
Full time
Not specified; competitive compensation mentioned;...
Fully remote
Bilingual in french and english
Wired internet connection with minimum speeds
Ability to work independently from home
This role involves proactively reaching out to clients via outbound calls to suggest financial services products that help them achieve their goals
8 days ago
Client Service Representative, 30h/weekly - Montreal, Qc
CIBC
Montreal, QC, CA
Part time
Competitive salary; incentive pyy available; benef...
Banking center experience
Client engagement skills
Digital literacy for mobile apps
The role involves serving as the first line of support for clients managing their day-to-day banking needs in a fast-paced environment
8 days ago
Représentant Service À La Clientèle, 25h/semaine - Repentigny, Qc
CIBC
Repentigny, QC, CA
Part time
Not specified; competitive compensation mentioned;...
Client issue resolution skills
Financial products knowledge
Digital literacy for banking apps
The role involves providing frontline support to clients by helping them manage accounts, resolve issues, and connect with specialized team members
8 days ago
Bilingual Contact Center Rep Iii, Direct Investing
TD Bank Group
Montréal, Quebec, Canada
Full time
Base: $47,200 - $66,600 cad; bonus/equity: not spe...
Onsite
+1y experience
Bilingual in french and english
High school diploma or undergraduate degree
Experience with digital banking products
The role requires creating an exceptional customer experience by managing inquiries and offering comprehensive financial advice
9 days ago
Bilingual Contact Center Rep Iii, Direct Investing
TD
Montréal, Quebec, Canada
Full time
Base: $47,200 - $66,600 cad; bonus/equity: not spe...
Onsite
+1y experience
Bilingual french and english proficiency
Knowledge of banking products and services
Ability to handle complex customer inquiries
The role requires creating an exceptional customer experience by managing inquiries and providing comprehensive financial advice
9 days ago
Sbb, Client Service Associate
TD Bank
Montréal, Quebec, Canada
Full time
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Fully remote
+2y experience
2 years direct customer phone channel experience
Small business banking product knowledge
Strong administrative and organizational skills
The role involves engaging small business customers to open accounts and manage signing officer changes over the phone
9 days ago
Sbb, Client Service Associate
TD Ameritrade
Montréal, Quebec, Canada
Full time
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Fully remote
+2y experience
2 years direct customer phone channel experience
Small business banking product knowledge
Strong administrative and organizational skills
The role involves engaging small business customers to open accounts, manage signing officer changes, and provide sales support in a non-face-to-face environment
9 days ago
Bilingual Fraud Advisor Advice Centre
RBC
Montréal, Canada
Full time
Competitive compensation; bonuses + stock where ap...
Bilingual english and french proficiency
Flexible shift availability monday to sunday
Private quiet workspace with reliable internet
This role involves engaging with RBC clients across various channels to deliver an outstanding client experience while protecting them from fraud
10 days ago
Représentant(e) Service À La Clientèle
BMO
Laval, QC, Canada
Part time
Base: $34,750.00 - $47,250.00; bonus/equity: may i...
Exceptional customer service delivery
Handling cash transactions and reconciliations
Identifying customer financial needs
The role delivers exceptional service by identifying customer needs and providing guidance on financial solutions in the best interests of customers
11 days ago
Représentant(e) Service À La Clientèle
BMO Global Asset Management
Laval, QC, Canada
Part time
Base: $34,750.00 - $47,250.00; bonus/equity: may i...
Exceptional customer service delivery
Handling banking transactions and inquiries
Identifying customer financial needs
The role delivers exceptional service by identifying customer needs and providing advice on financial solutions in their best interests
11 days ago
Représentant(e) Service À La Clientèle
BMO Financial Group
Laval, QC, CA
Part time
Base: $34,750.00 - $47,250.00; bonus/equity: may i...
Exceptional customer service delivery
Handling banking transactions and inquiries
Identifying customer financial needs
The role delivers exceptional service by identifying customer needs and providing guidance on financial solutions in their best interests
11 days ago
Représentant(e) Service À La Clientèle
BMO Financial Group
Laval, QC, CA
Part time
Base: $34,750.00 - $47,250.00; bonus/equity: may i...
Exceptional customer service delivery
Handling banking transactions
Identifying customer financial needs
The role delivers exceptional service to BMO customers by identifying needs and providing guidance on financial solutions in their best interests
11 days ago
Représentante(e) Service À La Clientèle
BMO Financial Group
Saint-Bruno-de-Montarville, Quebec, Canada
Part time
Base: $34,750.00 - $47,250.00; bonus/equity: may i...
Exceptional customer service delivery
Handling cash transactions and reconciliation
Identifying customer financial needs
The role delivers exceptional service to BMO customers by identifying their needs and providing guidance on financial solutions in their best interests
11 days ago
Sbb, Client Service Associate
TD Bank Group
Montréal, Quebec, Canada
Full time
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Fully remote
+2y experience
2 years direct to customer phone channel experience
Strong administrative and organizational skills
Ability to work independently in dynamic environment
The role involves engaging small business customers to open accounts and manage signing authority changes over the phone
11 days ago
Sbb, Client Service Associate
TD
Montréal, Quebec, Canada
Full time
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
**
+2y experience
2 years direct customer phone channel experience
Strong administrative and organizational skills
Ability to work independently in dynamic environment
The role involves engaging small business customers to open accounts and manage signing officer changes over the phone
11 days ago
Client Service Representative - Bilingual
CIBC Capital Markets
Montreal, Quebec, Canada
Full time
Competitive salary; incentive pyy available; benef...
Hybrid
Fluent in french and english
Experience with debit and credit entries
Knowledge of foreign currency transactions
The role involves effectively managing all administrative aspects of CIBC Private Wealth operations while providing exceptional service to Private Banking clients
12 days ago
Bilingual Contact Center Rep Iv, Life And Health
TD Ameritrade
Laval, Quebec, Canada
Full time
Base: $49,050 - $73,600 cad; bonus/equity: not spe...
+2y experience
Bilingual french and english proficiency
Advanced knowledge of financial products
Ability to identify cross-sell opportunities
The role involves providing sound advice and exceptional customer service to manage inquiries and issues effectively
12 days ago
Financial Services Consultant - Client Relationship Team
Sun Life
Montreal, Quebec, Canada
Full time
Base: $58,000 - $93,000; bonus: quarterly bonus ba...
Hybrid
Mid-level
Valid life insurance license (llqp)
Bilingualism in french and english
2-3 years financial services experience
This role focuses on supporting and advising existing Sun Life clients without the need for cold calling or new client prospecting
15 days ago

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Financial Services Representative in Montreal

Universal Fraud Agent, Overnight, Remote - Bilingual

Financial Service Representative (hybrid) - Outbound Calls - Bilingual

Client Service Representative, 30h/weekly - Montreal, Qc

Représentant Service À La Clientèle, 25h/semaine - Repentigny, Qc

Client Service Analyst Investments

Représentant(e) Service À La Clientèle

Bilingual Contact Center Rep Iii, Direct Investing

Financial Service Representative (hybrid) - Outbound Calls - Bilingual

Client Service Representative, 30h/weekly - Montreal, Qc

Représentant Service À La Clientèle, 25h/semaine - Repentigny, Qc

Bilingual Contact Center Rep Iii, Direct Investing

Bilingual Contact Center Rep Iii, Direct Investing

Sbb, Client Service Associate

Sbb, Client Service Associate

Bilingual Fraud Advisor Advice Centre

Représentant(e) Service À La Clientèle

Représentant(e) Service À La Clientèle

Représentant(e) Service À La Clientèle

Représentant(e) Service À La Clientèle

Représentante(e) Service À La Clientèle

Sbb, Client Service Associate

Sbb, Client Service Associate

Client Service Representative - Bilingual

Bilingual Contact Center Rep Iv, Life And Health

Financial Services Consultant - Client Relationship Team