82 Banking Sales jobs in Canada

Portfolio Manager (Relationship Management)

Toronto, Ontario The Successful Investor

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Salary:

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (SIWM) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.

We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.

With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWMs investment process and philosophy. Conducting a thorough assessment of each clients goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.

To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWMs private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.

KEY RESPONSIBILITIES

  • Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
  • Manage, maintain, and enhance SIWMs relationships with its clients.
  • Thoroughly assess each clients unique circumstances, goals, objectives, risk tolerances and constraint.
  • Effectively communicate SIWMs investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
  • Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
  • Responsible for Know Your Client and suitability issues.
  • Conduct all activities within a best-in-class culture of compliance and service.
  • Seek opportunities to cross-sell or upsell to existing clients.
  • Grow the business by identifying new sales and business development opportunities.
  • Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
  • Provide excellent service to maintain a positive reputation for the business.
  • Resolve any client complaints promptly and professionally.
  • Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
  • Participate in and contribute to SIWMs overall growth and strategic vision as well as building the firm brand.
  • Accomplish department objectives.
  • Planning and evaluating department activities.
  • Manage daily operations of a small customer service team.

REQUIREMENTS (Qualifications, Experience & Skills)

  • University Degree.
  • Completion of the Canadian Securities Course required.
  • Registered with Securities Commissions as a Portfolio Manager (Advising Representative); CFA preferred.
  • Experience with suitability determinations for clients and know-your-product analysis.
  • 5 years experience with at least 3 years in a client-facing role.
  • The Certified Financial Planner designation or similar credentials would be an asset.
  • Ability to build, foster and maintain positive professional relationships.
  • Devotion to high-quality customer service.
  • A team player with excellent communication skills, computer proficiency and high level of professionalism.
  • Be able to meet targets and handle a high-pressure environment.
  • Strong relationship management skills.
  • Excellent influencing skills.

Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a hybrid work environment, combining the best of both remote and in-office work to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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Financial Services Manager

Saint Catharines, Ontario Ed Learn Ford

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Ed Learn Ford is a proud member of the AutoIQ Dealership Group. We are ambitious, innovative and forward-thinking and we strongly believe that our people are our greatest asset. As lifelong students of our craft, we pursue improvement at every turn. We do not settle for “Best” because our quest to improve and grow doesn’t have a finish line.

We are currently seeking a Financial Services Manager to join our leadership team of customer focused professionals within our high volume and process-driven dealership.

Purpose/Summary of Position:

This role is responsible for providing a consistently exceptional customer experience, following established processes and procedures for their role and achieving targeted goals and objectives. This role is responsible for ongoing collaboration with fellow team members; driving sales and improving efficiencies whenever possible.

The Financial Services Manager acts as liaison between financial institutions and our customers and ensures that all required documentation needed for ownership and warranty is completed correctly. They also generate profit by selling warranties, insurances and various products.

Required Qualifications:

Our ideal candidates understand that customers have a choice in where they purchase and service their vehicles, and therefore demonstrate a commitment delivering unparalleled service to show our customers real value for their hard-earned money.

Our leaders are excellent communicators who love working directly with both customers & co-workers and who are businesspeople and people-people. Our leaders understand that the best team will provide the best customer service and as such, make attracting and retaining talent a top priority because it is critical to our success. Fostering a team of happy, empowered and engaged individuals is a key priority of this leadership role.

Candidates must possess:

  • Unrestricted OMVIC license & dealership approval
  • Valid driver’s license
  • Minimum High School Diploma
  • Post-Secondary Education Preferred
  • Minimum 2 years of experience in sales departments or related work environments – previous FSM experience preferred

Why AutoIQ?

  • Progressive and innovative Auto Group
  • Career development– we provide opportunities for advancement all the way up to ownership in the business
  • Training & Development – We believe in and are committed to training our people for success
  • A chance to be a part of a fun, collaborative culture based on shared core values and operating principles across our stores
  • Commitment to an exceptional employee experience
  • Collaborative work environment & group support
  • Full benefit programs & competitive compensation plans
  • Employee and Family Assistance Program

Qualified applicants are invited to apply with resume and cover letter.

AutoIQ is an equal opportunity employer which values diversity in the workplace. We are committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (‘AODA’). Applicants are asked to make their needs/requirements, for the purpose of accommodation under AODA, known to Human Resources when they are contacted for an interview or by emailing

#IQETC

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Financial Services Manager

Winnipeg, Manitoba Birchwood Kia on Regent

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Reporting Relationship: This position reports directly to the General Sales Manager.

Job Summary:

The Financial Sales Manager plays an integral role in Birchwood achieving the highest level of customer satisfaction during the sales cycle. The Financial Sales Manager will offer expert advice on finance options, vehicle protection products, and personal coverage relating to the ownership of the vehicle. Using industry-leading technology and software, they will deliver upon the four essential functions of the Financial Services Office: Sales, Legal and Compliance, Administration, and Management. The successful candidate will be energetic, conscientious, and focused on providing a customer-focused experience.

Qualifications :

• Previous automotive Financial Services Manager or automotive sales experience is required

• Relationship expert with a demonstrated commitment to customer satisfaction

• Thrive in a collaborative environment

• High attention to detail with proven time management and organizational skills

• A commitment to continuous learning and professional development

• Comfortable leveraging technology for most day-to-day functions

• Proven negotiation success is essential

• A Class 5 driver's license and driver’s abstract are required

What Birchwood Can Offer You:

• Competitive compensation – in addition to salary, many roles have bonus and commission incentives that reward you for success

• Full benefits package including vacation time, company-paid extended health, dental/vision coverage, and employee assistance – with flex plan options

• RSP Matching program – Birchwood will match up to $5,000 of your regular earnings after 1 year of employment

• Employee referral bonus program – refer your friends to Birchwood and receive a referral bonus

• Career development opportunities & internal promotions

• Learning & development opportunities

• Wellness program

• Corporate discounts & group savings plan

• Volunteer program – Dollars for Doing

• Company events – Birchwood Bucks, Circle of Excellence, holiday parties

Birchwood is Manitoba’s largest automotive retailer. Our 24 franchises are in addition to four state-of-the-art collision repair centres and four Birchwood Credit Solutions locations. We offer sales, services, and parts to meet our customers’ automotive needs. We’re a recognized leader in the retail automotive industry, not only for our diverse workforce reflecting our community, but also for our unparalleled commitment to team members, customers, partners, and neighbourhoods. At Birchwood, our days begin and end with gratitude, personal leadership, trust, respect, continuous improvement, and generosity.

Birchwood is committed to creating a diverse workplace and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Reasonable accommodation is available to applicants with disabilities upon request. Please email your request to:

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Financial Services Manager

Yarmouth, Nova Scotia Chrysler

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We’re looking for a motivated and customer-focused Financial Services Manager to join our thriving Chrysler dealership. In this role, you’ll combine your sales skills with your passion for helping people to create financing solutions that fit each customer’s needs—while driving profitability for the dealership.

We believe in building lasting relationships—with our customers, our lenders, and our team. If you’re the kind of professional who can close deals with confidence while earning trust through transparency and exceptional service, we want you on our side.

What You’ll Do:

  • Present finance, warranty, and protection options in a clear, customer-friendly way

  • Secure competitive financing through a variety of trusted lenders

  • Partner closely with the sales team to deliver a seamless customer experience

  • Maintain full compliance with all laws, regulations, and dealership policies

  • Consistently meet and exceed sales and profitability goals

What We’re Looking For:

  • Proven experience in automotive F&I (minimum 2 years preferred)

  • Strong sales, negotiation, and communication skills

  • High attention to detail and strong organizational abilities

  • A positive, team-first mindset with a focus on customer satisfaction

What We Offer:

  • Competitive Commission-based Compensation Package—six-figure potential

  • Comprehensive health and dental benefits, Retirement Plan

  • Ongoing professional development and manufacturer training

  • Paid time off

  • Employee Purchase Program

  • A supportive, team-oriented environment where your success is celebrated

If you're ready to help customers drive away happy while building a rewarding career, we want to hear from you!

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Financial Services Advisor

Cochrane, Ontario Cochrane Toyota

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Join Our Award-Winning Toyota Dealership as a Financial Services Advisor!

Are you passionate about delivering exceptional customer service and excited about helping people achieve their automotive dreams? We are seeking a motivated and personable Financial Services Advisor to join our team at Cochrane Toyota.  

About Us:
Our dealership has been recognized for excellence in customer satisfaction, innovation, and community involvement. We pride ourselves on providing a seamless and transparent financing experience for every customer.

What You’ll Do:

  • Greet customers warmly and guide them through financing options and F&I products.
  • Assist customers in understanding various finance and insurance products, including warranties, protection plans, and GAP coverage.
  • Process loan and lease applications efficiently and accurately, working with lenders to secure competitive rates.
  • Maintain a professional and friendly demeanor, ensuring a positive dealership experience.
  • Manage cash and credit transactions with accuracy and integrity, similar to a Bank Teller.
  • Educate customers on payment options, contract details, and coverage terms to promote transparency and trust.
  • Stay current on products, compliance requirements, and industry best practices.

Who You Are:

  • Friendly, approachable, and excellent at building rapport with customers
  • Detail-oriented with strong organizational skills
  • Previous experience in retail banking, finance, sales, or customer service.
  • Proven ability to explain financial concepts clearly and confidently
  • Positive attitude with a commitment to customer satisfaction
  • Ability to work in a fast-paced environment and handle multiple tasks

What We Offer:

  • Competitive salary with bonus opportunities
  • Ongoing training and professional development
  • Supportive team environment at an industry-leading dealership
  • Opportunities for career growth within our award-winning organization
  • Employee recognition programs and a fun, energetic workplace

Ready to Drive Your Career Forward?
Apply now and become a part of our winning team! 

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Financial Services Manager

Ajax, Ontario Mazda

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Are you ready to join a potential high earning dealership as a Financial Services Manager? Ajax Mazda is the dealership for you!

Join Queensway Automotive Group for unparalleled benefits and competitive compensation. Our leadership fosters personal growth, inclusive mentorship, and ongoing training. With over 60 years serving the GTA, our steadfast commitment to exceptional customer service defines our customer-centric culture, guiding every decision and action. 

Job Duties:

  • Sell Aftermarket products including financing, service contracts, and insurance to clients.
  • Utilize dealership systems for exceptional customer service, staying updated on manufacturer products and incentives.
  • Adhere to employer's rules, regulations, and Ontario/Canada laws, ensuring thorough and timely work.
  • Prepare comprehensive documentation for vehicle transactions and maintain required records.
  • Attend scheduled training, offer competitive quotes, and build professional relationships with financial institutions and vendors.
  • Provide timely updates on vehicle delivery, consistently exceeding customer expectations and resolving complaints courteously for high satisfaction.

Successful Candidates Possess:

  • Valid OMVIC certification an asset.
  • Possess a valid driver’s license and a clean driving record.
  • Professional demeanor and appearance.      
  • Ability to work in a team and possesses strong interpersonal skills with an upbeat and engaging attitude.
  • Excellent listening skills.
  • Self-motiving with excellent work ethic
  • Ability to problem solve and high attention to detail.
  • Loves a fast pace environment.
  • Computer skills and understanding of technology.
  • Experience with Dealership Management Systems considered an asset.

Queensway Automotive Group is committed to providing equal employment opportunities to all individuals, regardless of their race, color, religion, sex, gender identity, sexual orientation, national origin, disability, age, or any other characteristic protected by applicable law. We value diversity and believe that a diverse workforce enhances our ability to innovate, serve our customers, and create a more inclusive and dynamic workplace.

We strive to create a work environment that promotes fairness, equity, and respect for all employees and applicants. Our commitment to equal opportunity employment is reflected in every aspect of our employment practices, including recruitment, hiring, training, promotion, compensation, benefits, and disciplinary actions.

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Financial Services Manager

Vancouver, British Columbia Dueck Auto Group

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Salary: COMMISSION/BONUS

About Us

Dueck Auto Group is one of Canadas largest automotive dealerships with three locations in the Greater Vancouver Area Dueck on Marine, Dueck Downtown, Dueck Richmond and Dueck Isuzu.


Since its founding in Vancouver in 1926, Dueck Auto Group has been committed to delivering exceptional quality and customer service. As a family-owned and operated company, we have a long-standing commitment to supporting the community.Our organization currently employs over 400 hard-working and dedicated individuals. We encourage career growth through continuous training and professional development. Dueck Auto Group is constantly growing and looking for individuals who can contribute to our business operations today and into the future. We provide highly competitive compensation plans and offer extended health and dental benefits to our employees. We welcome you to join our dynamic and innovative team.


Position Summary

TheFinancial Services Manageris a professional, customer-oriented, and self-motivated individual responsible for finalizing vehicle sales contracts while simultaneously setting up extended service contracts and insurance arrangements. The primary responsibility includes meeting with customers to determine and meet their needs for additional services, including warranty, insurance, and financing. Reporting directly to the Vice President of Sales, the Financial Services Manager works closely with all areas of the business to ensure effective interdepartmental communication, timely completion of paperwork and customer service excellence.


Key Responsibilities

  • Present extended service contracts and other owner protection packages to customers during the completion of the vehicle sale
  • Build relationships with customers in order to discover customer needs and requirements
  • Increase revenue by selling value-added products and services to customers, including warranty, insurance and other financial services plans
  • Complete the required documentation and administrative duties between the sales floor and the financing department
  • Ensure all legal documentation is sent and received between the dealership and financial institutions
  • Arrange customer financing by communicating with lenders and financial institutions
  • Review customers credit applications for accuracy and match customers to financial sources if necessary
  • Maintain frequent communication and coordination among all necessary departments


Additional duties and responsibilities may be assigned or modified as necessary throughout the course of your employment.


Social Skills & Requirements

  • Excellent communication, interpersonal, and organizational skills
  • Ability to prioritize and maintain professionalism during high-volume periods
  • Detail-oriented and conscientious work ethic
  • Self-driven to work independently with the ability to work effectively and collaboratively in a team environment
  • Problem-solving skills with the ability to handle customer inquiries and concerns


Technical Skills & Requirements

  • Minimum 3-5 years of experience as a sales professional or business office manager is required
  • Previous automotive dealership experience is preferred
  • Strong understanding of consumer credit reports for customer loan approval
  • Dealertrack and PBS knowledge are considered an asset
  • Second spoken language is an asset
  • Strong proficiency and experience using Microsoft Office applications (Word, Excel, Outlook, PowerPoint)
  • Commitment to continuous learning to update industry knowledge, including financial services offerings and sales procedures


Logistical Requirements

This is a full-time, commission-based position atDueck on Marine (400 SE Marine Drive, Vancouver, BC)that includes shift work and weekends/holidays. This position may require working extended hours based on the needs of the business.


Join our Team

There is no time like the presentwe encourage all qualified candidates to apply by submitting a resume. We thank you in advance for your application. Only those considered for the position will be contacted for an interview.


Benefits:

  • Company events
  • Dental care
  • Extended health care
  • Life insurance


Flexible Language Requirement:

  • English required, secondary languages are a plus


Supplemental pay types:

  • Bonus pay
  • Commission pay


Experience:

  • Automotive Finance Manager: 3 years (required)
  • Automotive Sales: 2 years (preferred)


License/Certification:

  • VSA (required)
  • Valid BC Driver's License required with a clean history


Work Location:In person
#IND2

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Financial Services Manager

Toronto, Ontario Marino's Fine Cars Subaru

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Are you ready to take the first step towards an exciting finance career in a company committed to your success? Marino’s Automotive Group is looking for a Financial Services Manager at Marino's Fine Cars SUBARU in Etobicoke!

The Financial Services Manager will be responsible for helping customers secure financing options, such as auto loans or leases, and explaining the terms and conditions of the financial agreements. Additionally, you may offer extended warranty plans, insurance products, and other financial services to enhance the overall buying experience. If you have strong interpersonal skills, in-depth knowledge of financing options, and the ability to ensure a seamless and satisfactory transaction for customers then this is the role for you!

Job Duties:

  • Responsible for selling financing, mechanical repair service contracts, GAP insurance, credit insurance and other Aftermarket products to clients.
  • Utilization of dealership management systems and procedures to deliver exceptional customer service. 
  • Maintain a current knowledge of manufacturer products, rebates, financing, leasing and incentive programs.
  • Read, understand and adhere to all rules, regulations and procedures as required by the employer.
  • Work in strict compliance with the laws of Ontario and Canada.
  • Ensure all work performed is thorough, accurate and completed on time. 
  • Preparation of all documentation, contracts, registration, submission, funding, commissioning, etc. related to all transactions and sales/leases of vehicles.
  • Maintain all reports and records as required by the manufacturer, dealership and suppliers. 
  • Attend sponsored training as scheduled. 
  • Ensure quotes for products and services are competitive. 
  • Establish and maintain strong and professional relationships with all financial institutions, manufacturer finance centres and third-party vendors.
  • Keep customers and staff updated on the progress of a vehicle delivery.
  • Consistently meet and exceed customer expectations.
  • Handle and resolve customer complaints in a courteous and professional manner, insuring a positive outcome and maintaining a high level of customer satisfaction.

Successful Candidates Possess:

  • Valid OMVIC certification an asset.
  • Possess a valid driver’s license and a clean driving record.
  • Professional demeanour and appearance.      
  • Ability to work in a team and possesses strong interpersonal skills with an upbeat and engaging attitude.
  • Excellent listening skills.
  • Self-motiving with excellent work ethic
  • Ability to problem solve and high attention to detail.
  • Loves a fast pace environment.
  • Computer skills and understanding of technology.
  • Experience with Dealership Management Systems considered an asset.

Why Work for Marino’s Automotive Group:

  • A competitive benefits and compensation plan.
  • A leadership team that believes personal growth, mentorship, ongoing training and support.
  • As a family owned and operated organization servicing the GTA for 50 years, we have a family-like culture, where camaraderie and a sense of belonging make our workplace feel like a second home.
  • A culture of inclusivity where every individual's unique perspective is valued and respected.
  • We embrace a customer-centric culture, where every decision and action is guided by our commitment to providing exceptional service.

Marino’s Auto Group is committed to providing equal employment opportunities to all individuals, regardless of their race, color, religion, sex, gender identity, sexual orientation, national origin, disability, age, or any other characteristic protected by applicable law. We value diversity and believe that a diverse workforce enhances our ability to innovate, serve our customers, and create a more inclusive and dynamic workplace.

We strive to create a work environment that promotes fairness, equity, and respect for all employees and applicants. Our commitment to equal opportunity employment is reflected in every aspect of our employment practices, including recruitment, hiring, training, promotion, compensation, benefits, and disciplinary actions.

No Agencies Please

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Financial Services Manager

Mississauga, Ontario Clutch Technologies Inc.

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About Clutch:

We're on a mission to reinvent the way people buy, sell, and own cars. Are you game?

Clutch is Canada's largest online used car retailer, delivering a seamless, hassle-free car buying and selling experience to drivers everywhere. Customers can browse hundreds of cars from the comfort of their homes, get the right one delivered to their door, and enjoy peace of mind with our 10-Day Money-Back Guarantee… and that's just the beginning.

Named two years in a row to the Globe & Mail's list of the Top Growing Companies in Canada and also awarded spots on Deloitte's Technology Fast 50™ and Fast 500™ lists, we're looking to add curious, hard-working, and driven individuals to our growing team.
Headquartered in Toronto, Clutch was founded in 2017 and currently services Ontario, New Brunswick, Nova Scotia, and Prince Edward Island. Clutch is backed by a number of world-class investors, including D1 Capital, Canaan, Real Ventures, BrandProject, and Upper90. To learn more, visit clutch.ca.

About the role:

Clutch is in search of a Financial Services Manager to champion the online used car buying process.
This is a fantastic opportunity to join a rapidly growing team and create a huge impact, as we expand in new cities across Canada!
Take part in disrupting the age-old mundane process of buying a car & redefine what it means to sell used vehicles.

What you'll do:

  • Kick off the purchasing process once customers have placed a deposit on our website and be their guide through the transaction - set expectations for the next steps and ensure customer satisfaction
  • Update all relevant information and details in our CRM, verify and generate documents
  • Submit credit applications through systems like RouteOne, Dealertrack to structure deals for our customers that are looking to finance
  • Communicate lender decisions to customers in an accurate and timely manner
  • Build the business by upselling ancillary products that Clutch offers including but not limited to: extended warranties, GAP, undercoating etc
  • Effectively handle customer objections

All about you:

  • Minimum 2-3 year sales experience
  • Experience in lending or banking is preferred
  • You should be comfortable in a fast-paced environment and able to juggle a large number of customers at a time
  • Stoked about disrupting and redefining an age-old industry and a drive to win
  • Self-starter attitude
  • Attention to detail and high level of organization
  • Exceptional communication and negotiation skills
  • Must be comfortable to work 100% on-site at our Mississauga facility
  • Must be willing to work on weekends and evening shift

Why you'll love it at Clutch:

  • Autonomy & ownership -- create your own path, and own your work
  • Competitive compensation -- This role offers a base compensation + sales incentive plan!
  • Health & dental benefits

Clutch is committed to fostering an inclusive workplace where all individuals have an opportunity to succeed. If you require accommodation at any stage of the interview process, please email .

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