85 financial solutions advisor jobs found

Financial Solutions Advisor - Greater Queens NY Market (Bilingual Required Mandarin) Flushing;Flushing, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26010056) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26010056) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26010056) **Bank of...

Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required Windermere **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Windermere/Financial-Solutions-Advisor---Windemere-Financial-Center---Bilingual-in-Mandarin---English-Required\_26012012) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Windermere/Financial-Solutions-Advisor---Windemere-Financial-Center---Bilingual-in-Mandarin---English-Required\_26012012) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Financial Solutions Advisor - Greater Queens NY Market (Bilingual Required Mandarin) Flushing, New York;Flushing, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26010056) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26010056) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26010056)...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients secure...

Everyday Banking Advisor (English/Mandarin OR English/Cantonese) Our client a Big 5 Bank is actively looking to hire "Everyday Banking Advisors" to join their teams in Mississauga, ON. The role is an amazing opportunity for someone looking to join a Big 5 Bank and work directly with their teams on a contract basis. Duties + Receive 40-60 inbound calls per shift + Day to day inquiries: everyday banking questions, account openings, help on changing passwords, charge inquiries on credit card etc. + Focus on helping clients when they need us most, by responding empathetically to a variety of questions, assisting with a myriad of banking solutions and resolving client concerns at first point of contact + Contribute to team results by supporting all colleagues to be successful in meeting client needs + Cultivate and maintain relationships with partners to work as one team + Manage risks by adhering to...

Everyday Banking Advisor (English/Mandarin OR English/Cantonese) Our client a Big 5 Bank is actively looking to hire "Everyday Banking Advisors" to join their teams in Vancouver, BC. The role is an amazing opportunity for someone looking to join a Big 5 Bank and work directly with their teams on a contract basis. Duties + Receive 40-60 inbound calls per shift + Day to day inquiries: everyday banking questions, account openings, help on changing passwords, charge inquiries on credit card etc. + Focus on helping clients when they need us most, by responding empathetically to a variety of questions, assisting with a myriad of banking solutions and resolving client concerns at first point of contact + Contribute to team results by supporting all colleagues to be successful in meeting client needs + Cultivate and maintain relationships with partners to work as one team + Manage risks by adhering to compliance...

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client...

Job Title: Sales Representative - Queens, NY (Mandarin Speaking) Location: Queens, NY Type: Direct Hire Contractor Work Model: Hybrid – onsite and remote Overview Our client, a global leader in the fintech and payments space, is seeking a dynamic Sales Representative / Business Consultant to join their team. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform. This is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. Responsibilities + Travel throughout the assigned territory, collaborating with financial institutions to offer innovative payment solutions to merchants. + Generate leads and grow your book of business through outbound efforts and strategic...

Senior Banker - Chinatown Financial Center - Bilingual Mandarin Required New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Senior-Banker---Chinatown-Financial-Center---Bilingual-Mandarin-Required\_26008409-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Senior-Banker---Chinatown-Financial-Center---Bilingual-Mandarin-Required\_26008409-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Senior-Banker---Chinatown-Financial-Center---Bilingual-Mandarin-Required\_26008409-2) **Bank of America employees are required to meet all** **posting...

Senior Banker - Dekalb College Financial Center - Bilingual Mandarin Required Decatur, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Decatur/Senior-Banker---Dekalb-College-Financial-Center---Bilingual-Mandarin-Required\_26012475-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Decatur/Senior-Banker---Dekalb-College-Financial-Center---Bilingual-Mandarin-Required\_26012475-1) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Decatur/Senior-Banker---Dekalb-College-Financial-Center---Bilingual-Mandarin-Required\_26012475-1) **Bank of America employees are required to meet...

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. **Job responsibilities** + Coach and mentor the branch team by providing training on products and services. + Works together with bankers, meet with customers, and introduce new clients to bankers for additional products and...

International Growth Consultant, Mid-Market Sales, Google Customer Solutions (English, Mandarin) _corporate_fare_ Google _place_ Shanghai, China **Mid** Experience driving progress, solving problems, and mentoring more junior team members; deeper expertise and applied knowledge within relevant area. **Minimum qualifications:** + Bachelor's degree or equivalent practical experience. + 4 years of experience gathering and presenting technical and financial data to promote products, services, and solutions. + 4 years of experience in business development, partnerships, management consulting, advertising business, media or working with advertising agencies. + Experience in cross-border or exporting business. + Ability to communicate in English and Mandarin fluently to support the business client management in this market. **Preferred qualifications:** + 5 years of experience analyzing and applying industry, market, product and...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping them secure...

Senior Financial Advisor (Mandarin speaking) Pembina & Killarney- Winnipeg MB Requisition ID: 256508 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role** **What your role will be…** Senior Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. **What you’ll be doing…** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by: + Taking...

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and...

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and...

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and...

Strategy and Insights Manager, Gaming, Apps, Large Customer Sales (English, Mandarin) _corporate_fare_ Google _place_ Shanghai, China; Beijing, China **Mid** Experience driving progress, solving problems, and mentoring more junior team members; deeper expertise and applied knowledge within relevant area. _info_outline_ XNote: By applying to this position you will have an opportunity to share your preferred working location from the following: **Shanghai, China; Beijing, China** . **Minimum qualifications:** + Bachelor's degree or equivalent practical experience. + 5 years of experience in media analytics, advertising sales, digital media and marketing, consulting, or financial analysis. + Ability to communicate in English and Mandarin fluently to support client relationship management. **Preferred qualifications:** + 7 years of experience in consulting, digital marketing strategy, or business intelligence within...

Strategy and Insights Manager, Gaming, Apps, Large Customer Sales (English, Mandarin) _corporate_fare_ Google _place_ Shanghai, China; Beijing, China **Mid** Experience driving progress, solving problems, and mentoring more junior team members; deeper expertise and applied knowledge within relevant area. _info_outline_ XNote: By applying to this position you will have an opportunity to share your preferred working location from the following: **Shanghai, China; Beijing, China** . **Minimum qualifications:** + Bachelor's degree or equivalent practical experience. + 5 years of experience in media analytics, advertising sales, digital media and marketing, consulting, or financial analysis. + Ability to communicate in English and Mandarin fluently to support client relationship management. **Preferred qualifications:** + 7 years of experience in consulting, digital marketing strategy, or business intelligence within...

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and...