Financial Services Jobs in Canada

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Client Services Representative at LinkedIn
Ontario, Ontario, Canada - Full Time
Skills Needed
N/A
Director of Community Services at Tsartlip First Nation
Alberta, Alberta, Canada - Full Time
Skills Needed
N/A
Sales Associate-Print&Services at Staples Canada
Richmond, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
Client Services Representative at CMB Insurance Brokers
Ontario, Ontario, Canada - Full Time
Skills Needed
N/A
Patient Services Administrator at IQ Partners
Ontario, Victoria, Canada - Full Time
Skills Needed
N/A
Sales Associate-Print&Services at Staples Inc.
St. John's, Newfoundland and Labrador, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication, Team Collaboration, Merchandising
Specialization
Preferably 3 months to 1 year of retail experience. Requires strong communication skills and the ability to work collaboratively in a team environment.
Patient Services Administrator at IQ Partners
Alberta, Alberta, Canada - Full Time
Skills Needed
N/A
IT Infrastructure Services Lead at SkyAlyne Canada Inc
Toronto, Ontario, Canada - Full Time
Skills Needed
N/A
Plumber-WT Engineering Services at Trillium Health Partners
Toronto, Ontario, Canada - Full Time
Skills Needed
Plumbing, Refrigeration, Hvac, Electricity, Mechanics, Cad, Blueprint Reading, Facility Maintenance, Decision Making, Effective Communication, Teamwork
Specialization
Requires a minimum of grade 12 education and a current Province of Ontario Skilled Trade license in Plumbing. Completion of an Apprenticeship program and knowledge of HVAC, electricity, and CAD are required.
Experience Required
Minimum 2 year(s)
Sales Associate-Print&Services at Staples Inc.
Oakville, Ontario, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferably 3 months to 1 year of retail experience. Requires strong communication skills and the ability to work collaboratively in a team environment.
Sales Associate-Print&Services at Staples Inc.
Owen Sound, Ontario, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
Sales Associate-Print&Services at Staples Inc.
Hamilton, Ontario, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
Sales Associate-Print&Services at Staples Inc.
Spruce Grove, Alberta, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
Regional Sales Coordinator at Canoe Financial
Alberta, Alberta, Canada - Full Time
Skills Needed
N/A
Risk Manager at Olympia Financial Group Inc
Calgary, Alberta, Canada - Full Time
Skills Needed
Enterprise Risk Management, Osfi Regulatory Compliance, Risk Identification, Risk Assessment, Rcsa, Kri Tracking, Risk Reporting, Incident Management, Root Cause Analysis, Stakeholder Management, Control Design, Financial Services Risk, Analytical Thinking, Problem Solving, Professional Judgment, Communication
Specialization
Requires a Bachelor's degree in Finance or a related field and 8-10 years of risk management experience within a financial institution. Strong knowledge of OSFI regulatory frameworks and professional designations like CFA, FRM, or CRM are preferred.
Experience Required
Minimum 5 year(s)
Office Services Clerk, Vancouver at Manning Elliott LLP
Ontario, Ontario, Canada - Full Time
Skills Needed
N/A
Protective Services Clerk - RCMP at Town of Morinville
Morinville, Alberta, Canada - Full Time
Skills Needed
Front Desk Reception, Data Entry, Record Keeping, Professional Communication, Stress Management, Office Administration, Attention To Detail, Confidentiality Handling, Microsoft Office Suite, Bilingualism
Specialization
Requires post-secondary education in Office Administration or a related field and at least two years of administrative experience. Candidates must be able to obtain an RCMP Enhanced Security Clearance and possess strong communication skills.
Experience Required
Minimum 2 year(s)
Superviseur·e - Services surface at Eldorado Gold Québec
Val-d'Or, Quebec, Canada - Full Time
Skills Needed
Leadership, Employee Development, Continuous Improvement, Strategic Planning, Change Management, Analytical Thinking, Problem Solving, Persuasive Communication, Stress Management, Health And Safety Management
Specialization
Requires a DEC in civil engineering or a combination of relevant studies and experience, with at least 5 years of supervisory experience. A valid driver's license and proficiency in MS Office are required, with SAP knowledge being an asset.
Experience Required
Minimum 5 year(s)
Corporate Services Administrator at Fresh Acres Enterprises Inc.
Alberta, Alberta, Canada - Full Time
Skills Needed
N/A
Experience Required
Minimum 10 year(s)
Corporate Services Administrator at Acres Enterprises Ltd.
Alberta, Alberta, Canada - Full Time
Skills Needed
N/A
Experience Required
Minimum 10 year(s)
Client Services Representative at LinkedIn
Ontario, Ontario, Canada -
Full Time


Start Date

Immediate

Expiry Date

29 Nov, 26

Salary

0.0

Posted On

31 Aug, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Industry

Banking & Credit

Description

About the job



Role Description The Client Services Representative Private Wealth is a full-time, on-site position based in Hamilton, ON. In this role, the representative will serve as a primary point of contact for private wealth clients, responding to inquiries, resolving issues, and ensuring a high level of client satisfaction. Daily responsibilities include managing account-related requests, coordinating with internal teams to support investment and financial service needs, and maintaining accurate client records. The representative will also prepare client communications, assist with onboarding new clients, and ensure that all interactions comply with regulatory and organizational standards. The role involves building strong client relationships, proactively identifying opportunities to improve service, and supporting the overall client experience in a professional and timely manner.

Qualifications

  • Completion of or enrollment in the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) course (required).
  • Client Services and Customer Service skills, with experience supporting high-net-worth or private wealth clients.
  • Strong Communication abilities, including clear verbal and written communication and active listening.
  • Customer Satisfaction focus, with a track record of resolving client issues and enhancing the client experience.
  • Finance knowledge, including familiarity with investment products, wealth management services, and basic financial concepts.
  • Relevant post-secondary education in Finance, Business, Economics, or a related field.
  • Ability to work on-site in Hamilton, ON, and collaborate effectively with internal teams and stakeholders.
  • High level of professionalism, discretion, and integrity when handling confidential client information.
  • Strong organizational and time management skills, with attention to detail and accuracy.
  • Experience: 1 to 3 years of customer service or contact center experience within a financial institution, mutual fund company, or brokerage.
  • Exceptional verbal and written communication skills.
  • Strong multi-tasking abilities and proficiency with CRM databases, financial software, and Microsoft Office applications.
  • Compensation & Work Environment
  • Salary Range: $50,000 to $60,000 annually
  • Schedule: Monday to Friday, 9:00 AM to 5:00 PM.


How To Apply:

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Responsibilities
Client Services Representative at LinkedIn
Ontario, Ontario, Canada - Full Time
Skills Needed
N/A
Director of Community Services at Tsartlip First Nation
Alberta, Alberta, Canada - Full Time
Skills Needed
N/A
Sales Associate-Print&Services at Staples Canada
Richmond, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
Client Services Representative at CMB Insurance Brokers
Ontario, Ontario, Canada - Full Time
Skills Needed
N/A
Patient Services Administrator at IQ Partners
Ontario, Victoria, Canada - Full Time
Skills Needed
N/A
Sales Associate-Print&Services at Staples Inc.
St. John's, Newfoundland and Labrador, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication, Team Collaboration, Merchandising
Specialization
Preferably 3 months to 1 year of retail experience. Requires strong communication skills and the ability to work collaboratively in a team environment.
Patient Services Administrator at IQ Partners
Alberta, Alberta, Canada - Full Time
Skills Needed
N/A
IT Infrastructure Services Lead at SkyAlyne Canada Inc
Toronto, Ontario, Canada - Full Time
Skills Needed
N/A
Plumber-WT Engineering Services at Trillium Health Partners
Toronto, Ontario, Canada - Full Time
Skills Needed
Plumbing, Refrigeration, Hvac, Electricity, Mechanics, Cad, Blueprint Reading, Facility Maintenance, Decision Making, Effective Communication, Teamwork
Specialization
Requires a minimum of grade 12 education and a current Province of Ontario Skilled Trade license in Plumbing. Completion of an Apprenticeship program and knowledge of HVAC, electricity, and CAD are required.
Experience Required
Minimum 2 year(s)
Sales Associate-Print&Services at Staples Inc.
Oakville, Ontario, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferably 3 months to 1 year of retail experience. Requires strong communication skills and the ability to work collaboratively in a team environment.
Sales Associate-Print&Services at Staples Inc.
Owen Sound, Ontario, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
Sales Associate-Print&Services at Staples Inc.
Hamilton, Ontario, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
Sales Associate-Print&Services at Staples Inc.
Spruce Grove, Alberta, Canada - Full Time
Skills Needed
Customer Service, Print Production, Point Of Sale (Pos), Sales, Inventory Control, Communication Skills, Team Collaboration, Merchandising
Specialization
Preferred experience of 3 months to 1 year in a retail environment. Requires strong communication skills and the ability to work collaboratively within a team.
Regional Sales Coordinator at Canoe Financial
Alberta, Alberta, Canada - Full Time
Skills Needed
N/A
Risk Manager at Olympia Financial Group Inc
Calgary, Alberta, Canada - Full Time
Skills Needed
Enterprise Risk Management, Osfi Regulatory Compliance, Risk Identification, Risk Assessment, Rcsa, Kri Tracking, Risk Reporting, Incident Management, Root Cause Analysis, Stakeholder Management, Control Design, Financial Services Risk, Analytical Thinking, Problem Solving, Professional Judgment, Communication
Specialization
Requires a Bachelor's degree in Finance or a related field and 8-10 years of risk management experience within a financial institution. Strong knowledge of OSFI regulatory frameworks and professional designations like CFA, FRM, or CRM are preferred.
Experience Required
Minimum 5 year(s)
Office Services Clerk, Vancouver at Manning Elliott LLP
Ontario, Ontario, Canada - Full Time
Skills Needed
N/A
Protective Services Clerk - RCMP at Town of Morinville
Morinville, Alberta, Canada - Full Time
Skills Needed
Front Desk Reception, Data Entry, Record Keeping, Professional Communication, Stress Management, Office Administration, Attention To Detail, Confidentiality Handling, Microsoft Office Suite, Bilingualism
Specialization
Requires post-secondary education in Office Administration or a related field and at least two years of administrative experience. Candidates must be able to obtain an RCMP Enhanced Security Clearance and possess strong communication skills.
Experience Required
Minimum 2 year(s)
Superviseur·e - Services surface at Eldorado Gold Québec
Val-d'Or, Quebec, Canada - Full Time
Skills Needed
Leadership, Employee Development, Continuous Improvement, Strategic Planning, Change Management, Analytical Thinking, Problem Solving, Persuasive Communication, Stress Management, Health And Safety Management
Specialization
Requires a DEC in civil engineering or a combination of relevant studies and experience, with at least 5 years of supervisory experience. A valid driver's license and proficiency in MS Office are required, with SAP knowledge being an asset.
Experience Required
Minimum 5 year(s)
Corporate Services Administrator at Fresh Acres Enterprises Inc.
Alberta, Alberta, Canada - Full Time
Skills Needed
N/A
Experience Required
Minimum 10 year(s)
Corporate Services Administrator at Acres Enterprises Ltd.
Alberta, Alberta, Canada - Full Time
Skills Needed
N/A
Experience Required
Minimum 10 year(s)
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