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Financial Service Manager Jobs in Quebec (NOW HIRING)

Brandt Tractor Ltd

Service Manager

Laval, QC

Utilize vendor systems to manage customer, service, and financial data. * Lead service personnel in accordance with company policies and procedures. * Ensure all work is performed safely and in ...

Metso Outotec

Field Service Manager - BDH

Montreal, QC · On-site

... and financial performance across the department. You will report to the Director, Field Services ... Manage departmental performance, including orders, net sales, budget adherence, utilization ...

CIBC

Financial Services Representative

Montreal, QC · On-site

Use your knowledge of cash management, credit, investment and wealth protection to help clients ... Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group ...

CIBC

Financial Services Representative

Montreal, QC · On-site

Use your knowledge of cash management, credit, investment and wealth protection to help clients ... Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group ...

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Financial Service Manager information

What is the difference between Financial Service Manager vs Financial Advisor?

AspectFinancial Service ManagerFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, ChFC, or similar certifications often required
Work EnvironmentFinancial institutions, banks, or corporate finance departmentsIndividual clients, wealth management firms, or financial planning firms
Employer & Industry UsageUsed in banking, investment firms, and corporate financeCommonly found in financial planning, wealth management, and independent advisory firms

The main difference is that a Financial Service Manager oversees financial operations and manages teams within institutions, focusing on internal processes. In contrast, a Financial Advisor works directly with clients to develop personalized financial plans. Both roles require relevant certifications and operate within the financial industry, but their daily responsibilities and client interaction levels differ.

What does a financial service manager do?

A financial service manager oversees financial operations within a bank or financial institution, including managing client accounts, providing financial advice, and ensuring compliance with regulations. They often coordinate with staff, analyze financial data, and use tools like banking software to meet client needs and organizational goals.

What are the most commonly searched types of Financial Service jobs in Quebec?

The most popular types of Financial Service jobs in Quebec are:

What cities in Quebec are hiring for Financial Service Manager jobs?

Cities in Quebec with the most Financial Service Manager job openings:

Financial Service Manager jobs near you
Infographic showing various Financial Service Manager job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution.

Financial Service Representative (Mandarin) - Montreal

Montreal, QC • On-site

OTT Financial Group
51 - 200 employees
Learn more about OTT Financial Groupexternal

Other

Re-posted 24 days ago

Key responsibilities

  • Develop the client base by identifying customer needs and promoting the company's products and services.

  • Manage inbound and outbound calls to provide quality services and support customer satisfaction.

  • Coordinate with internal departments and maintain records of communication and transactions.

Job description

OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are the home to a wealth of expertise in forex and securities trading, mobile and cross-border payment, and investment fund management.

We are ambitious, results-focused, and forward-looking. At OTT, you’ll get numerous opportunities to learn and grow, alongside a cohort of talented people from diverse backgrounds and industries. Tackling business challenges in a collaborative and innovative environment, you’ll be encouraged to be your best self and make a meaningful impact.


We are looking for experienced Financial Service Representative (FSR) to support our business growth in Quebec. The primary responsibility is to develop the client base, identify clients’ needs, and promote company’s products and services. This role also involves working with internal teams to ensure a coordinated approach to make clients satisfied.


Responsibilities:


  • Create a customer-oriented culture where customers are respected including welcoming customers with greetings and providing walk-in customers with tea/coffee/water

  • Manage inbound/outbound calls in a timely, friendly and effective manner

  • Provide quality services to clients over the phone, through the Internet and/or face to face

  • Perform customer verification in accordance with requirements and policies

  • Identify and assess customers’ needs to reach solutions and achieve satisfaction

  • Keep records of communication with customers and records of transactions

  • Communicate and coordinate with internal departments when necessary

  • Build sustainable relationships with customers through trust and communication

  • Attend training sessions to improve knowledge and performance, such as the regulations and guidelines issued by FINTRAC as well as OTT’s internal policies

  • Ensure accuracy and effectiveness in using OTT’s business processing systems

  • Meet personal/team qualitative and quantitative targets

  • Maintain a cleaning work environment

  • Achieve a score no less than 90% in each of the ongoing training assessments

Requirements:


  • Strong phone contact handling skills and active listening

  • Familiarity with CRM systems and practices

  • Customer orientation and ability to adapt/respond to different types of circumstances

  • Excellent communication and presentation skills

  • Ability to multi-task, prioritize, and manage time effectively

  • Mandarin proficiency is mandatory in order to service our Mandarin speaking clients


We provide a comprehensive compensation package and a variety of opportunities for you to grow in a dynamic, collaborative, progressive, and high-performing team. Apply now to unleash your full potential.  


We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.


Accommodations for job applicants with disabilities are available upon request.