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Top Tech Jobs & Startup Jobs in Toronto
Fintech • Payments • Financial Services
The Financial Advisor will manage client relationships, provide personalized financial advice, develop sales strategies, and participate in community events.
Top Skills:
Estate PlanningFinancial PlanningInvestmentsLending
Fintech • Payments • Financial Services
As a Senior Financial Advisor, you will manage and grow client portfolios, create financial plans, and provide exceptional client service while engaging with community and developing business opportunities.
Reposted 2 Months AgoSaved
Fintech • Payments • Financial Services
As a Mobile Mortgage Advisor, you will provide mortgage advice, engage clients, develop business opportunities, and build community connections to help clients achieve home ownership.
Top Skills:
Mortgage DocumentationMortgage LendingMortgage Process
Fintech • Payments • Financial Services
Provides frontline client service in a banking centre by answering questions, assisting with transactions, explaining financial products, supporting basic product sales, and guiding clients toward digital banking tools and appropriate specialists. Builds client relationships, resolves issues, identifies client needs, and contributes to banking centre goals. The role is full-time on-site, temporary, 22.5 hours weekly, with flexibility for evenings, weekends, and work across nearby banking centres.
Top Skills:
Mobile Banking Applications
Fintech • Payments • Financial Services
Build and manage personal and business banking client relationships, understand financial goals, recommend tailored products and solutions, and support clients with cash management, credit, investments, and wealth protection. Conduct outreach and marketing activities, achieve sales results, connect clients with internal specialists, and promote mobile banking tools. The role is full-time onsite, may require work across multiple banking centres, and includes evening and weekend availability.
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Fintech • Payments • Financial Services
Provides first-line support to banking clients in a busy banking centre. Responsibilities include answering questions, processing transactions, explaining digital banking tools, selling basic financial products, resolving issues, identifying client needs, and referring clients to specialists. The role requires strong client service, communication, empathy, digital literacy, flexibility to work evenings and weekends, and the ability to work onsite across multiple nearby banking centres.
Top Skills:
Mobile Banking Applications
Fintech • Payments • Financial Services
Advise personal and small business clients on financial, investment, credit, and mortgage solutions. Build and deepen client relationships through personalized planning, networking, outbound calls, referrals, and community events. Identify business development opportunities, connect clients with banking partners, and promote digital banking applications. Work onsite full-time in a fast-paced banking centre while achieving client service and sales goals.
Top Skills:
Mobile Banking Applications
Fintech • Payments • Financial Services
Build and maintain client relationships in a banking centre, understand personal and business goals, provide tailored financial guidance, and recommend banking, credit, investment, and wealth-protection solutions. Conduct outreach and marketing activities, grow client networks, achieve sales goals, connect clients with internal specialists, and help customers adopt mobile banking tools. The role is full-time onsite, may include evenings and weekends, and requires flexibility to work at multiple banking centres.
Top Skills:
Mobile Banking Applications
Fintech • Payments • Financial Services
Serve personal and business banking clients in an on-site banking centre. Build relationships, understand financial goals, recommend banking, credit, investment, and wealth-protection solutions, support transactions, promote digital banking, identify sales opportunities, and refer clients to specialists. Work flexible evenings and weekends and support multiple nearby banking centres. Roles require strong client service, relationship-building, problem-solving, digital literacy, and sales skills; the Financial Services Representative role also requires a current mutual funds license and one year of client-facing sales experience.
Top Skills:
Mobile Banking Applications
Fintech • Payments • Financial Services
Engage Costco members at CIBC kiosks to understand financial needs, sell chequing and savings accounts, identify opportunities, and refer clients for additional banking services. Deliver strong client service, meet sales targets, process transactions accurately, maintain confidentiality, promote digital banking, and track activities. The role requires full-time onsite work, rotational shifts including weekends and holidays, and commuting between nearby Costco locations.
Top Skills:
Mobile BankingOnline Banking
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