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Canada Browse · Toronto · Financial Services Representative

Financial Services Representative in Toronto

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  • Money Mart

    Financial Service Representative

    One year financial services experiencePrevious cash handling experienceSales driven mindset

    $18.50 - $20.50 cad ph

    The company aims to be North America's leading non-prime lender serving diverse customers with innovative loan products

    Brampton, Canada
    On-site
    Experience required
    Job Match ScoreCreate Profile
    17 days ago
  • Livingston International

    Représentant Des Services Financiers/client Financial Services Representative

    Proactive collection approachNegotiating payment arrangementsReconciliation of duties and taxes

    $39,370 - $59,200 cad py

    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

    Toronto, ON, Canada
    On-site
    Job Match ScoreCreate Profile
    17 days ago
  • Bank of Montreal

    Client Service Assistant, Private Wealth

    Client service and administrative supportInvestment advisor team coordinationMandarin language skills strongly preferred

    $42,400 py

    This role supports high-net-worth clients and Investment Advisors with tailored advice across investments, planning, and complex banking needs

    Markham, Ontario, Canada
    Full time
    +2y experience
    Job Match ScoreCreate Profile
    19 days ago
  • Sun Life Financial

    Insurance And Wealth Associate, Prospr By Sun Life

    Strong verbal and written communication skillsExperience in blended or outbound call centreKnowledge within the financial services industry

    $51,000 - $80,200 py

    The role involves supporting new and existing clients with service needs while encouraging consultations with licensed Prospr Advisors

    Toronto, ON, Canada
    Hybrid
    Full time
    Experience required
    Job Match ScoreCreate Profile
    21 days ago
  • Sun Life Financial

    Insurance And Wealth Associate, Prospr By Sun Life

    Strong verbal and written communication skillsExperience in blended or outbound call centreKnowledge within the financial services industry

    $51,000 - $80,200 py

    This role supports new and existing clients by fulfilling service needs and encouraging consultations with licensed Prospr Advisors for holistic solutions

    Toronto, Ontario, Canada
    Hybrid
    Full time
    Experience required
    Job Match ScoreCreate Profile
    21 days ago
  • Sun Life Financial

    Insurance And Wealth Associate, Prospr By Sun Life

    Strong verbal and written communication skillsExperience in blended or outbound call centreKnowledge within financial services industry

    $51,000 - $80,200 py

    This role supports new and existing clients by fulfilling service needs and encouraging consultations with licensed Prospr Advisors

    Toronto, Ontario, Canada
    Hybrid
    Full time
    Experience required
    Job Match ScoreCreate Profile
    21 days ago
  • CIBC

    Client Service Representative - Richmond Hill, On

    Client issue resolution skillsDigital literacy for mobile bankingFlexible availability for evenings and weekends

    Competitive salary

    The role involves serving as the first line of support for clients by helping them manage accounts and reach their financial goals

    Richmond Hill, ON, CA
    Part time
    Job Match ScoreCreate Profile
    22 days ago
  • TD Bank Group

    Contact Centre Rep Iv - Money-in Services

    Exceptional listening skillsReview investment portfoliosExecute buy and sell orders

    $52,700 - $74,400 cad py

    The role involves providing tailored financial guidance and resolving customer inquiries through inbound and outbound calls

    Markham, Ontario, Canada
    Onsite
    Full time
    +1y experience
    Job Match ScoreCreate Profile
    23 days ago
  • TD

    Contact Centre Rep Iv - Money-in Services

    Ific or csc regulatory certification requiredExperience reviewing investment portfoliosAbility to execute buy and sell orders

    $52,700 - $74,400 cad py

    This role involves providing tailored financial guidance and investment advice to over a million customers through inbound and outbound calls

    Markham, Ontario, Canada
    Onsite
    Full time
    Experience required
    Job Match ScoreCreate Profile
    23 days ago
  • Sun Life Financial

    Insurance And Wealth Associate, Prospr By Sun Life

    Strong verbal and written communication skillsExperience in blended or outbound call centreKnowledge within the financial services industry

    $51,000 - $80,200 py

    The role supports clients with service needs while encouraging consultations with licensed Prospr Advisors for holistic solutions

    Toronto, Ontario, Canada
    Hybrid
    Full time
    Experience required
    Job Match ScoreCreate Profile
    23 days ago
  • CIBC Capital Markets

    Client Service Representative - Richmond Hill, On

    Client issue resolution skillsKnowledge of financial productsDigital literacy for mobile banking

    Competitive salary

    The role involves serving as the first line of support for clients by managing accounts, resolving issues, and connecting them with appropriate team members

    Richmond Hill, ON, CA
    Part time
    Job Match ScoreCreate Profile
    23 days ago
  • TD Ameritrade

    Contact Centre Rep Iv - Money-in Services

    Inbound and outbound call handlingReviewing customer investment portfoliosExecuting buy and sell orders accurately

    $52,700 - $74,400 cad py

    The role involves providing tailored guidance on investment goals and risk tolerance to over a million customers

    Markham, Ontario, Canada
    Onsite
    Full time
    Job Match ScoreCreate Profile
    23 days ago
  • CIBC

    Financial Service Associate, Business Banking

    Knowledge of cash management and creditAbility to work evenings and weekendsWillingness to travel between banking centres

    Competitive salary

    The role involves partnering with Financial Advisors to help high-value clients secure their futures and set up businesses

    Toronto, Ontario, Canada
    Full time
    Experience required
    Job Match ScoreCreate Profile
    25 days ago
  • BMO Private Wealth

    Client Service Associate, Private Wealth

    Ciro investment representative licensingClient relationship management experienceWealth management branch operations knowledge

    $35,900 - $66,300 py

    This role supports high-net-worth clients and families by delivering tailored advice across investments, planning, and complex banking needs

    Toronto, Ontario, Canada
    Full time
    +2y experience
    Job Match ScoreCreate Profile
    25 days ago
  • CIBC Capital Markets

    Financial Service Associate, Business Banking

    Knowledge of cash managementUnderstanding of credit productsInvestment and wealth protection knowledge

    Competitive salary

    The role involves partnering with Financial Advisors to help high-value clients secure their futures and set up their businesses

    Toronto, Ontario, Canada
    Full time
    Job Match ScoreCreate Profile
    26 days ago
  • TD Ameritrade

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

    Fluency in english, mandarin, or cantoneseHigh school diploma or equivalentAbility to work flexible shifts including weekends

    $47,200 - $66,600 cad py

    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

    Markham, Ontario, Canada
    Hybrid
    Full time
    Experience required
    Job Match ScoreCreate Profile
    26 days ago
  • Fidelity

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

    Bilingual french and english communication2 years mutual fund or financial services experienceKnowledge of transfer agent operations and policies

    $55,000 to $71,000 annually py

    The Service Solutions Unit handles the in-depth investigation and resolution of all financial and non-financial corrections resulting from internal or external errors

    Toronto, ON, Canada
    Hybrid
    Full time
    +2y experience
    Job Match ScoreCreate Profile
    27 days ago
  • TD

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

    Fluency in english, mandarin, or cantoneseHigh school diploma or equivalentAbility to work flexible shifts including weekends

    $47,200 - $66,600 cad py

    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

    Markham, Ontario, Canada
    Hybrid
    Full time
    Experience required
    Job Match ScoreCreate Profile
    28 days ago
  • TD Bank

    Contact Center Rep Iii, Direct Investing

    37.5 hour work week availabilityHybrid on-site schedule requirement13-week mandatory training program

    45,300 - 63,900 cad py

    The role involves creating exceptional customer experiences by managing inquiries, issues, and providing comprehensive financial advice

    Markham, Ontario, Canada
    Hybrid
    Full time
    +1y experience
    Job Match ScoreCreate Profile
    29 days ago
  • CIBC

    Universal Banker - Mandarin/cantonese

    1 year experience working with clientsAchieving sales resultsCurrent mutual funds license accreditation

    Incentive pyy available

    The role involves proactively engaging with clients to understand their priorities and provide forward-looking financial plans

    Toronto, Ontario, Canada
    Full time
    +1y experience
    Job Match ScoreCreate Profile
    29 days ago
  • CIBC Capital Markets

    Universal Banker - Mandarin/cantonese

    1 year client experienceAchieving sales resultsCurrent mutual funds license

    Competitive salary

    You will proactively engage with clients to understand their priorities and provide forward-looking financial plans

    Toronto, Ontario, Canada
    Full time
    +1y experience
    Job Match ScoreCreate Profile
    29 days ago
  • TD Bank Group

    Contact Center Rep Iii, Direct Investing

    37.5 hours per week availabilityHybrid work schedule with on-site presence13-week mandatory training program attendance

    45,300 - 63,900 cad py

    The role requires creating exceptional customer experiences by managing inquiries and providing comprehensive financial advice

    Markham, Ontario, Canada
    Hybrid
    Full time
    Experience required
    Job Match ScoreCreate Profile
    30 days ago
  • TD Bank

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

    Fluent in english and mandarin or cantoneseHigh school diploma or equivalentExceptional communication and listening skills

    $47,200 - $66,600 cad py

    This role serves as the voice of TD, delivering legendary customer service to over 27 million customers by providing trusted support and solutions

    Markham, Ontario, Canada
    Hybrid
    Full time
    Experience required
    Job Match ScoreCreate Profile
    31 days ago
  • CIBC

    Financial Service Representative (english And French)

    1 year experience working with clientsAchieving sales resultsRotational shift work availability

    Competitive salary

    This role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions

    Toronto, ON, CA
    Full time
    +1y experience
    Job Match ScoreCreate Profile
    32 days ago
  • CIBC Capital Markets

    Financial Service Representative (english And French)

    1 year client experienceSales results achievementRotational shift work availability

    Competitive salary

    This role supports Banking Centers located inside the Toronto Pearson International Airport with 365-day operations and extended hours

    Toronto, ON, CA
    Full time
    +1y experience
    Job Match ScoreCreate Profile
    32 days ago
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