“Client Referral Management System” jobs in Canada – Page 24

No matching filters. Try another name.

Results

• 5d

  Spécialiste hypothécaire mobile

  Remote in Canada

  RemoteFull Time

  

  Jobgether

  Candidates need a proven record in sales, ideally in customer-facing financial services, and strong business development skills. They should work independently, communicate well, and have an entrepreneurial, self-motivated approach. Retail banking or credit experience is an advantage, and post-secondary education is preferred.

  Sales management tools

  5d

  Claims Service Representative

  Remote in Canada

  $35k–$49k/yrRemoteFull Time

  

  Jobgether

  1+ YOECandidates need post-secondary education and at least one year of customer service or administrative experience. They also need strong English communication, computer and telephone skills, attention to detail, and a reliable internet connection of at least 50 Mbps.

  Telephone system, Computer systems, Claims database

  5d

  VP of Marketing (B2B SaaS)

  Remote in Canada

  $180k–$220k/yrRemoteFull Time

  

  Jobgether

  10+ YOE5+ MgmtCandidates need 10+ years in B2B marketing, including 5+ in senior B2B SaaS marketing leadership, ideally in a private equity-backed company. They need strong digital, analytics and CRM expertise (Salesforce, HubSpot), AEO/GEO and AI marketing experience, and executive communication skills.

  Salesforce, HubSpot

• 5d

  Product Owner – Sourcing & Demand | Responsable produit – Approvisionnement et demande

  Montréal, QC

  HybridFull Time

  

  Jesta I.S.: est un pionnier dans le développement de suites ERP d'entreprise de bout en bout pour les marques émergentes aspirant à se développer et les marques…

  5+ YOECandidates need at least 5 years as a Product Owner or Business Analyst on enterprise software, with wholesale, demand planning or supply chain experience. They also need SQL, APIs, XML, EDI and OMS integration knowledge, Agile/Scrum skills and a bachelor's degree.

  Microsoft Copilot, Oracle, SQL, XML, EDI

• 5d

  Administrative Support IV

  Edmonton, AB

  Per diem

  

  Alberta Health Services

  3+ YOECandidates need some post-secondary education, at least 3 years of secretarial experience (health setting preferred), and 1 year working with a workforce management system. Strong computer, typing, communication and organizational skills are required.

  Workforce Management (WFM), Connect Care, Homefirst, Microsoft Word, Microsoft Excel, Microsoft Access

• 5d

  Financial Security Advisor, Insurance

  Montréal, QC +17

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  2+ YOERoyal Bank of Canada needs candidates with business development and prospecting skills, at least 2 years of professional sales experience, and a network of referrals. They must hold or be ready to obtain a life/A&S licence (HLLQP/LLQP), have a post-secondary degree or equivalent, be fluent in French, and have a valid Canadian driver's licence and own vehicle.

  Salesforce

  5d

  Insurance Advisor Life, Health & Wealth

  Ottawa, ON +5

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  2+ YOECandidates need at least 2 years of professional sales experience, business development skills, and an HLLQP/LLQP licence or willingness to obtain one before the start date. A post-secondary degree or equivalent, a network of referrals, digital literacy, and a valid driver's licence with a vehicle are also required.

  Salesforce, RBCI software tools

• 5d

  SPEECH LANGUAGE PATHOLOGIST

  Dawson Creek, BC

  Full Time

  

  Northern Health Authority

  1+ YOECandidates need current registration with the College of Speech and Hearing Health Professionals of BC and one year of adult clinical experience in a hospital setting. Strong communication, critical thinking, teamwork and computer skills are required, along with a valid BC driver's licence where required.

  word processing, standardized communication and dysphagia tests

  5d

  MENTAL HEALTH & SUBSTANCE USE CLINICIAN, PRIMARY CARE

  McBride, BC

  Part Time

  

  Northern Health Authority

  2+ YOECandidates need a bachelor's degree in an allied health, behavioural or social science field and two recent years working with complex mental health and addiction clients in a health setting, or equivalent experience. They also need a valid BC driver's licence, strong communication and teamwork skills, and computer skills on Windows programs.

  Mental health, Primary care, Social sciences, Teaching, Research, Communication skills

• 5d

  Desk Side Support Technician

  Montréal, QC

  On-siteFull Time

  KC

  Kyndryl Canada Limited

  5+ YOEKyndryl Canada Limited needs 5+ years of hands-on enterprise IT support, Windows 10 and 11 administration, and Microsoft 365 experience. Candidates must communicate well in English and French and be able to lift up to 20 lbs and work under desks.

  Microsoft 365, Windows 10, Windows 11, Microsoft Intune, MECM, ServiceNow

• 5d

  Financial Security Advisor, Insurance

  Montréal, QC +17

  Full Time

  RI

  RBC Insurance Agency Ltd.

  2+ YOECandidates need at least 2 years of professional sales experience, business development skills, and a HLLQP/LLQP licence or the willingness to obtain one before the start date. They also need a referral network, a post-secondary degree or equivalent, fluent French, and a valid Canadian driver's licence with their own vehicle.

  Salesforce, electronic forms

• 5d

  Insurance Advisor Life, Health & Wealth

  Ottawa, ON +5

  Full Time

  RL

  RBC Life Insurance Company

  2+ YOECandidates need 2+ years of professional sales experience, business development skills, and an HLLQP/LLQP licence or willingness to obtain it before start. A post-secondary degree or equivalent, digital literacy, and a valid Canadian driver's licence with own vehicle are also required.

  Salesforce, RBCI software tools

• 5d

  Patient Care Coordinator

  North Bay, ON

  $19.57/hrFull Time

  CA

  Canadian Addiction Treatment Centres

  Candidates need a high school diploma or GED, current First Aid and CPR certification, and a recent acceptable criminal reference check. A commitment to working with people living with addiction and mental health and Microsoft Office proficiency are also needed, with customer service or medical office experience as an asset.

  Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, OTN

• 5d

  Hospital Based Case Coordinator (N3)

  Winnipeg, MB

  On-site

  

  Winnipeg Regional Health Authority: The WRHA also provides health care support and specialty referral services to nearly 500,000 Manitobans who live outside its boundaries as well as…

  3+ YOECandidates need a Registered Nursing diploma, current CRNM registration and at least three years of recent nursing experience. Strong assessment, prioritization, communication and coordination skills are required, and a valid driver's licence and vehicle are needed.

  Procura, interRAI-HC

• 5d

  Discharge Planner

  Toronto, ON

  On-siteFull Time

  

  Trillium Health Partners: Trillium Health Partners is a leading hospital with an outstanding record of performance, fiscal responsibility and quality patient care.

  2+ YOECandidates need a bachelor's degree in a health discipline, current regulated college registration, and 2-5 years of acute care experience including discharge planning. Strong assessment, interview, communication and priority-setting skills are required, and a Master of Social Work is preferred.

• 5d

  Co-Founder & CEO - AI Accounting Agents for CPA Firms

  Toronto, ON +3

  $20/hrRemoteFull Time

  

  FutureSight Ventures

  Candidates need prior founding experience at a venture-backed company, B2B AI or SaaS sales experience, fundraising skill, and hands-on CPA firm accounting expertise in close, tax preparation and workpapers.

  QuickBooks Online, Xero, Drake

  5d

  Co-Founder & CEO - AI Accounting Agents for CPA Firms

  Remote in Canada

  $20/hrRemoteFull Time

  

  FutureSight Ventures

  Candidates need prior founding experience at a venture-backed company, B2B AI or SaaS sales experience, fundraising skill, and hands-on CPA firm accounting expertise in close, tax preparation and workpapers.

  QuickBooks Online, Xero, Drake

• 5d

  Mortgage Specialist Associate

  Vaudreuil-Dorion, QC

  

  Bank of Montreal

  1+ YOECandidates need typically 1 to 2 years of relevant experience or a related certification, working knowledge of personal lending and mortgage products, and good relationship management, communication, organization and problem-solving skills.

  BMO internal systems

  5d

  Mortgage Specialist

  Victoria, BC

  Full Time

  

  Bank of Montreal

  3+ YOECandidates need roughly 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They should understand the mortgage lending process and regulations, and have strong sales, negotiation, communication and relationship-building skills.

  Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork

• 5d

  Assistant Manager, Structured Finance - Settlements & Clearing (GWO)

  Toronto, ON

  

  Scotiabank

  Candidates need experience administering ABCP conduits or other securitization structures, plus a bachelor's degree or equivalent experience in capital markets. Proficiency with SecureHub, SPG, BESS, Cash Pro, ADP and Scotiaconnect is expected.

  SecureHub, SPG, BESS, Cash Pro, ADP, Scotiaconnect

• 5d

  Manager, Underwriting Member & Co-operative Business

  Toronto, ON

  Full Time

  

  Sovereign

  10+ YOESovereign Insurance needs a CIP designation, a college diploma or post-secondary education in Business Administration or a related field, and 10+ years of commercial property and casualty underwriting experience. Strong people leadership and English are required, and French is an asset.

  Underwriting systems

• 5d

  Program Manager (Balsam Place)

  Kelowna, BC

  $66k–$82k/yr

  

  Connective Support Society

  5+ YOECandidates need a bachelor's degree or professional designation and at least 5 years of relevant work experience. Extensive experience in community living, mental health or criminal justice programs, staff supervision and administration is required, along with a clean criminal records check, Emergency First Aid, a Class 5 licence and a vehicle that can transport clients.

  Documentation, Health and safety regulations, Health and safety, Recruitment, Mental health, Communication skills

• 5d

  Social Worker Assistant- 1 Year Term (Mission)-1956

  Mission, BC

  $59k–$67k/yrTemporary

  

  Fraser Valley Aboriginal Children and Family Services Society

  2+ YOECandidates need at least Grade 12 and two years of post-secondary certification or a diploma in a related field, plus two years of direct work with children and youth. They must know the BC Child, Family and Community Services Act, have respectful knowledge of Indigenous cultures, hold a valid BC Class 5 licence with a clean criminal record check, and have strong written, oral and computer skills.

  Integrated Case Management (ICM), Microsoft Word, Microsoft Excel, Database software

• 5d

  Registered Nurse/Registered Psychiatric Nurse, Community Mental Health & Substance Use Services

  Surrey, BC +1

  $41.42–$59.52/hr

  

  Fraser Health Authority

  2+ YOECandidates need graduation from an approved nursing or psychiatric nursing school and two years of recent related experience with mental health or concurrent disorders. They must hold current BCCNM registration and a valid Class 5 BC driver's licence with a personal vehicle.

  RN, Mental health, Regulatory compliance, Vital signs, Wound care, Care planning

18 companies