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Junior
Financial Services
The role involves providing client investment advice and fulfilling sales and service activities, while achieving sales targets and maintaining industry knowledge.
Top Skills: CscIfic
Junior
Financial Services
Provide inbound investment and wealth advice via remote contact centre; onboard new accounts, process mutual fund and term transactions, review client goals, recommend appropriate investment products, build trust-based relationships, and follow approved procedures.
Junior
Financial Services
Provide bilingual (French/English) wealth and investment sales and service to BMO customers, advise on investment strategies, meet sales targets, manage transactions, escalate complex issues, ensure compliance (AML, FCAC, Privacy), and maintain product and market knowledge.
Junior
Financial Services
Provide expert mortgage advice and sales support to clients, manage transactional outcomes, negotiate financing pricing, and ensure compliance with regulations.
Reposted 3 Days AgoSaved
Remote
11 Locations
Junior
Junior
Financial Services
The Bilingual Account Specialist collaborates on managing delinquent accounts, provides customer service, advises on payment strategies, and ensures successful resolution of non-performing accounts while adhering to policies.
Reposted 3 Days AgoSaved
Remote
4 Locations
Junior
Junior
Financial Services
This role involves managing delinquent accounts, providing collections-related sales and service, and developing customer relationships. It requires analyzing data to inform payment strategies and executing loss mitigation processes.
Reposted 3 Days AgoSaved
Remote
11 Locations
Mid level
Mid level
Financial Services
The HVAR Collection agent will manage high-risk accounts, negotiate solutions for customers, assess risks, and implement debt collection practices while ensuring compliance with legal standards.
Top Skills: Angular ToolEcpExcelMdifMS OfficeOptimizerStrataTsysWord
Reposted 5 Days AgoSaved
Remote
9 Locations
Entry level
Entry level
Financial Services
The High Value at Risk Collection agent manages sensitive customer accounts, effectively negotiating solutions while minimizing financial losses and maintaining good customer relations through communication and problem-solving skills.
Top Skills: Angular ToolEcpExcelMdifMS OfficeOptimizerStrataTsysWord
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