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Canada Browse · Toronto · Financial Services Representative

Financial Services Representative in Toronto

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Financial Service Representative
Money Mart
Brampton, Canada
Base: $18.50 - $20.50 cad ph; bonus: up to $590 mo...
On-site
One year financial services experience
Previous cash handling experience
Sales driven mindset
The company aims to be North America's leading non-prime lender serving diverse customers with innovative loan products
3 days ago
Représentant Des Services Financiers/client Financial Services Representative
Livingston International
Toronto, ON, Canada
Base: $39,370 - $59,200 cad; bonus/equity: incenti...
On-site
Proactive collection approach
Negotiating payment arrangements
Reconciliation of duties and taxes
The Client Financial Services Representative is responsible for managing a high quality portfolio with a proactive collection approach focusing on timely collection and reconciliation of accounts
3 days ago
Financial Service Representative
Money Mart
Whitby, Canada
Base: $18.00 to $20.50 cad ph; bonus: up to $590 m...
**
Minimum one year financial services experience
Previous cash handling experience required
Sales driven mindset essential
The company aims to be North America's leading non-prime lender serving diverse customers with innovative loan products
4 days ago
Client Service Assistant, Private Wealth
Bank of Montreal
Markham, Ontario, Canada
Full time
Base: $42,400; bonus: eligible for monthly discret...
**
+2y experience
Client service and administrative support
Investment advisor team coordination
Mandarin language skills strongly preferred
This role supports high-net-worth clients and Investment Advisors with tailored advice across investments, planning, and complex banking needs
5 days ago
Insurance And Wealth Associate, Prospr By Sun Life
Sun Life Financial
Toronto, ON, Canada
Full time
Base: $51,000 - $80,200; bonus/equity: annual ince...
Hybrid
Strong verbal and written communication skills
Experience in blended or outbound call centre
Knowledge within the financial services industry
The role involves supporting new and existing clients with service needs while encouraging consultations with licensed Prospr Advisors
7 days ago
Insurance And Wealth Associate, Prospr By Sun Life
Sun Life Financial
Toronto, Ontario, Canada
Full time
Base: $51,000 - $80,200; bonus/equity: annual ince...
Hybrid
Strong verbal and written communication skills
Experience in blended or outbound call centre
Knowledge within the financial services industry
This role supports new and existing clients by fulfilling service needs and encouraging consultations with licensed Prospr Advisors for holistic solutions
7 days ago
Insurance And Wealth Associate, Prospr By Sun Life
Sun Life Financial
Toronto, Ontario, Canada
Full time
Base: $51,000 - $80,200; bonus/equity: annual ince...
Hybrid
Strong verbal and written communication skills
Experience in blended or outbound call centre
Knowledge within financial services industry
This role supports new and existing clients by fulfilling service needs and encouraging consultations with licensed Prospr Advisors
7 days ago
Client Service Representative - Richmond Hill, On
CIBC
Richmond Hill, ON, CA
Part time
Competitive salary; incentive pyy available; benef...
Client issue resolution skills
Digital literacy for mobile banking
Flexible availability for evenings and weekends
The role involves serving as the first line of support for clients by helping them manage accounts and reach their financial goals
8 days ago
Contact Centre Rep Iv - Money-in Services
TD Bank Group
Markham, Ontario, Canada
Full time
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Onsite
+1y experience
Exceptional listening skills
Review investment portfolios
Execute buy and sell orders
The role involves providing tailored financial guidance and resolving customer inquiries through inbound and outbound calls
9 days ago
Contact Centre Rep Iv - Money-in Services
TD
Markham, Ontario, Canada
Full time
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Onsite
Ific or csc regulatory certification required
Experience reviewing investment portfolios
Ability to execute buy and sell orders
This role involves providing tailored financial guidance and investment advice to over a million customers through inbound and outbound calls
9 days ago
Insurance And Wealth Associate, Prospr By Sun Life
Sun Life Financial
Toronto, Ontario, Canada
Full time
Base: $51,000 - $80,200; bonus/equity: annual ince...
Hybrid
Strong verbal and written communication skills
Experience in blended or outbound call centre
Knowledge within the financial services industry
The role supports clients with service needs while encouraging consultations with licensed Prospr Advisors for holistic solutions
9 days ago
Client Service Representative - Richmond Hill, On
CIBC Capital Markets
Richmond Hill, ON, CA
Part time
Competitive salary; incentive pyy available; benef...
Client issue resolution skills
Knowledge of financial products
Digital literacy for mobile banking
The role involves serving as the first line of support for clients by managing accounts, resolving issues, and connecting them with appropriate team members
9 days ago
Contact Centre Rep Iv - Money-in Services
TD Ameritrade
Markham, Ontario, Canada
Full time
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Onsite
Inbound and outbound call handling
Reviewing customer investment portfolios
Executing buy and sell orders accurately
The role involves providing tailored guidance on investment goals and risk tolerance to over a million customers
9 days ago
Financial Service Associate, Business Banking
CIBC
Toronto, Ontario, Canada
Full time
Competitive salary; incentive pyy available; benef...
Knowledge of cash management and credit
Ability to work evenings and weekends
Willingness to travel between banking centres
The role involves partnering with Financial Advisors to help high-value clients secure their futures and set up businesses
11 days ago
Client Service Associate, Private Wealth
BMO Private Wealth
Toronto, Ontario, Canada
Full time
Base: $35,900 - $66,300; bonus: eligible for month...
+2y experience
Ciro investment representative licensing
Client relationship management experience
Wealth management branch operations knowledge
This role supports high-net-worth clients and families by delivering tailored advice across investments, planning, and complex banking needs
11 days ago
Financial Service Associate, Business Banking
CIBC Capital Markets
Toronto, Ontario, Canada
Full time
Competitive salary; incentive pyy available; benef...
Knowledge of cash management
Understanding of credit products
Investment and wealth protection knowledge
The role involves partnering with Financial Advisors to help high-value clients secure their futures and set up their businesses
12 days ago
Contact Center Rep Iii, Eng/mandarin/cantonese Small Business Banking
TD Ameritrade
Markham, Ontario, Canada
Full time
Base: $47,200 - $66,600 cad; bonus/equity: not spe...
Hybrid
Fluency in english, mandarin, or cantonese
High school diploma or equivalent
Ability to work flexible shifts including weekends
This role serves as the voice of TD, delivering legendary customer service to over 27 million customers by resolving inquiries and offering trusted banking advice
12 days ago
Représentant Ou Représentante Bilingue, Unité Des Solutions De Service / Service Solutions Unit Representative Bilingual
Fidelity
Toronto, ON, Canada
Full time
Base: $55,000 to $71,000 annually; bonus: eligible...
Hybrid
+2y experience
Bilingual french and english communication
2 years mutual fund or financial services experience
Knowledge of transfer agent operations and policies
The Service Solutions Unit handles the in-depth investigation and resolution of all financial and non-financial corrections resulting from internal or external errors
13 days ago
Contact Center Rep Iii, Eng/mandarin/cantonese Small Business Banking
TD
Markham, Ontario, Canada
Full time
Base: $47,200 - $66,600 cad; bonus/equity: not spe...
Hybrid
Fluency in english, mandarin, or cantonese
High school diploma or equivalent
Ability to work flexible shifts including weekends
This role serves as the voice of TD, delivering legendary customer service to over 27 million customers by resolving inquiries and offering trusted banking advice
14 days ago
Contact Center Rep Iii, Direct Investing
TD Bank
Markham, Ontario, Canada
Full time
Base: 45,300 - 63,900 cad; bonus/equity: not speci...
Hybrid
+1y experience
37.5 hour work week availability
Hybrid on-site schedule requirement
13-week mandatory training program
The role involves creating exceptional customer experiences by managing inquiries, issues, and providing comprehensive financial advice
15 days ago
Universal Banker - Mandarin/cantonese
CIBC
Toronto, Ontario, Canada
Full time
Not specified; incentive pyy available; competitiv...
+1y experience
1 year experience working with clients
Achieving sales results
Current mutual funds license accreditation
The role involves proactively engaging with clients to understand their priorities and provide forward-looking financial plans
15 days ago
Universal Banker - Mandarin/cantonese
CIBC Capital Markets
Toronto, Ontario, Canada
Full time
Competitive salary; incentive pyy; banking benefit...
+1y experience
1 year client experience
Achieving sales results
Current mutual funds license
You will proactively engage with clients to understand their priorities and provide forward-looking financial plans
15 days ago
Contact Center Rep Iii, Direct Investing
TD Bank Group
Markham, Ontario, Canada
Full time
Base: 45,300 - 63,900 cad; bonus/equity: not speci...
Hybrid
+1y experience
37.5 hours per week availability
Hybrid work schedule with on-site presence
13-week mandatory training program attendance
The role requires creating exceptional customer experiences by managing inquiries and providing comprehensive financial advice
16 days ago
Contact Center Rep Iii, Eng/mandarin/cantonese Small Business Banking
TD Bank
Markham, Ontario, Canada
Full time
Base: $47,200 - $66,600 cad; bonus/equity: not spe...
Hybrid
Fluent in english and mandarin or cantonese
High school diploma or equivalent
Exceptional communication and listening skills
This role serves as the voice of TD, delivering legendary customer service to over 27 million customers by providing trusted support and solutions
17 days ago
Financial Service Representative (english And French)
CIBC
Toronto, ON, CA
Full time
Competitive salary; incentive pyy available; benef...
+1y experience
1 year experience working with clients
Achieving sales results
Rotational shift work availability
This role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions
18 days ago

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Financial Services Representative in Toronto

Financial Service Representative

Représentant Des Services Financiers/client Financial Services Representative

Financial Service Representative

Client Service Assistant, Private Wealth

Insurance And Wealth Associate, Prospr By Sun Life

Insurance And Wealth Associate, Prospr By Sun Life

Insurance And Wealth Associate, Prospr By Sun Life

Client Service Representative - Richmond Hill, On

Contact Centre Rep Iv - Money-in Services

Contact Centre Rep Iv - Money-in Services

Insurance And Wealth Associate, Prospr By Sun Life

Client Service Representative - Richmond Hill, On

Contact Centre Rep Iv - Money-in Services

Financial Service Associate, Business Banking

Client Service Associate, Private Wealth

Financial Service Associate, Business Banking

Contact Center Rep Iii, Eng/mandarin/cantonese Small Business Banking

Représentant Ou Représentante Bilingue, Unité Des Solutions De Service / Service Solutions Unit Representative Bilingual

Contact Center Rep Iii, Eng/mandarin/cantonese Small Business Banking

Contact Center Rep Iii, Direct Investing

Universal Banker - Mandarin/cantonese

Universal Banker - Mandarin/cantonese

Contact Center Rep Iii, Direct Investing

Contact Center Rep Iii, Eng/mandarin/cantonese Small Business Banking

Financial Service Representative (english And French)