Average salary: $125,000 /yearly
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Search Results: 13 vacancies
$60k - $90k per year
...calmly and efficiently. Nice to have: Experience in the financial services industry (ideally 2+ years). Familiarity with Salesforce or CRM tools. Why join us? You’ll join a team that truly values people — both our clients and each other. At RBC Dominion...SalesforceFull timeSeasonal workWork at officeFlexible hours- ...experience—responding to client questions, COIs, and policy updates in a timely manner Workflow & Operations Maintain data hygiene in our CRM and policy systems Ensure policy documents, binders, and invoices are uploaded, shared, and tracked accurately Support automation...SuggestedFlexible hours
- ...distribution for new hires Ensure office equipment is ready for new staff Communications & Events Support company events Assist with CRM (Customer Relationship Management) updates Qualifications ~2+ years of experience in office administration or executive support...SuggestedFull timePart timeFor contractorsWork at officeWeekday workMonday to friday
- ...leads by engaging with customers to assess their needs and interests. Track and report on activities accurately and on time within CRM systems (i.e., customer interactions, lead generation etc.) Gather relevant customer information and pass leads on to sales reps for...SuggestedFull timeTemporary workPart timeLong term contract
$80k - $100k per year
...procedures used in the securities industry. Compliance practices and regulations. Knowledge of personal tax filing. Maximizer CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset. Online marketing tools including Google...SuggestedFull timeWork at officeFlexible hours- ...Follow up with thoughtful product and service recommendations and thoroughly explain solutions and processes. Obtain data to update the CRM database and complete enrollment for recommendations where necessary or assist in making a follow-up appointment to complete the...SuggestedFull timeTraineeshipWork at office
- ...and maintain strong client relationships Present and demonstrate inventory Must be familiar with Client Relationship Management (CRM) software To maximize earning potential, you must be willing to work weekends Compensation ~ Commission based pay plan - $150...SuggestedRelocation packageWeekend work
- ...industry. Property Management or Real Estate Trading Services License (preferred, not required). Proficiency in Microsoft Office, CRM platforms, Adobe Acrobat, and Excel. Familiarity with contract administration and leasing procedures. Excellent sales,...SuggestedContract workWork at office
- ...developing talent. Expert knowledge of the Bank's Business Banking products and services, including the supporting systems such as Salesforce, Sales Builder and other applicable systems. Expert knowledge of credit processes and policies. Thorough knowledge of products...Salesforce
- ..., royallepage.ca, and tools to generate free and paid leads through Facebook, Google, and more. A Customer Relationship Management (CRM) platform to work your leads and your developing book of business, powered by artificial intelligence and behavioural automation. Timely...SuggestedFull timeInternshipLocal area
$75k - $90k per year
...deliverables including employee booklets, onboarding guides, and HR support tools Tracking client feedback, touchpoints, and next steps in our CRM (HubSpot) Supporting special projects like plan benchmarking, employee engagement initiatives, or wellness programming What You...SuggestedWork at officeImmediate startWork from homeFlexible hours- ...Industry leading sales training Car and cell phone allowances Cutting edge sales tools, including a data management device with CRM software Work-life balance (no nights or weekends) Full range of benefits including RRSP + company match and profit sharing; vision...SuggestedWork at officeWeekend work
$5 per hour
...performing culture. Client Relationship Manager, Canadian Commercial Banking - Kelowna, BC The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy...SuggestedWork at office
