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Top Tech Jobs & Startup Jobs in Calgary
Financial Services
The Director, National Accounts manages large automotive dealer groups, overseeing financial needs and underwriting tasks, while ensuring client satisfaction and effective portfolio management.
Top Skills:
Credit AnalysisFinancial ModelingFinancial Statement AnalysisPowerPointPresentation SkillsRisk Assessment
Financial Services
Advise customers on mortgage renewals and home financing to retain and grow business. Manage inbound/outbound contacts, present financing options, negotiate pricing, process transactions or refer to specialists, and ensure compliance with regulatory and risk requirements. Maintain product knowledge, integrate promotions, handle escalations, and collaborate with internal stakeholders to deliver a positive customer experience.
Financial Services
Develop and manage referral relationships to generate mortgage originations, guide customers through the mortgage application and processing lifecycle, execute targeted marketing and sales initiatives, collaborate with branch teams, ensure regulatory and operational compliance, analyze data and reports to support strategy, and provide high-quality customer service and issue resolution.
Financial Services
Support and review lending quality and risk management programs, ensuring regulatory compliance across credit and non-financial risks. Develop controls, policies, dashboards, and change management plans; coordinate remediation, audits, and training. Analyze program effectiveness, build stakeholder relationships, and support automation and continuous improvement to keep operations within approved risk appetite.
Financial Services
Provide daily operational client support in a bank: resolve escalations, document requests, identify cross-sell opportunities, track fees and metrics, produce reports and dashboards, collaborate with stakeholders, support change management, develop client communications, and advocate for timely issue resolution while following risk and policy frameworks.
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Financial Services
Provides virtual customer service and lending advice to BMO customers through incoming calls. Assesses personal banking needs, recommends credit products and strategies, processes transactions, makes referrals, resolves or escalates issues, supports sales programs, and follows privacy, anti-money-laundering, consumer-protection, and risk-management requirements. The role requires fluent French and English communication for supporting clients and team members inside and outside Quebec.
Reposted 2 Days AgoSaved
Financial Services
Provide bilingual (French/English) wealth and investment sales and service via remote channels. Advise clients on investment strategies and products, meet sales targets, process transactions, handle escalations, maintain regulatory compliance (AML, FCAC, Privacy), and complete required licensing exams. Coordinate referrals and integrate marketing promotions into client conversations.
Reposted 2 Days AgoSaved
Financial Services
The Investment Specialist provides sales and service for wealth and investment-related products, advises customers, and achieves sales targets while ensuring compliance with regulations.
Top Skills:
Bmo InvestorlineInvestment Products
Financial Services
Provide investment advice and client support through an inbound contact center for BMO SmartFolio. Advisors assess investment needs, build client relationships, conduct portfolio reviews, assist with onboarding and account servicing, and support contributions and withdrawals. The role also includes educating clients, helping them meet financial goals, and completing approved sales and service activities. Candidates need relevant industry experience or a post-secondary credential, IR licensing components, wealth management knowledge, and strong communication skills in English and French preferred.
Financial Services
Reviews delinquent, high-risk, and written-off accounts to identify collections opportunities and execute loss-mitigation strategies. Advises customers on payment plans, negotiates resolutions, processes transactions, and handles escalated inquiries. Analyzes account data, prepares reports and dashboards, supports collections processes, develops action plans, and coaches personnel. Maintains regulatory compliance, protects confidential information, and collaborates with internal and external stakeholders to maximize recovery and minimize losses.
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