Financial Service Administrator

2 months ago

Burlington, Canada Meridian Credit Union Ltd Full time
p>Job Category: Retail

Requisition Number: FINAN005629

Apply now

  • Posted: October 21, 2024
  • Full-Time
  • On-site
Locations

Showing 1 location

Walker's Line
Burlington, ON L7M 0W3, CAN

Description

Why Meridian?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. p>

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals.

Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.

You will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience

As a senior member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs. This will include offering large or more complex credit and investment advice.

What you’ll do:Member Experience
  • Understand how Meridian’s products and services can add value to our Members
  • Provide investment advice by identifying and promoting solutions that meet our Member needs
  • Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills
  • Engage in revenue generation and sales based activities in order to achieve performance objectives; build external centres of influence to optimize sales and service results
  • Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences
  • Embrace virtual technology platforms and use them to host meetings and engage in impactful communication with Members
  • Maintain discretion and confidentiality to respect Member’s privacy
Employee Experience
  • Act as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross-functional departments, while ensuring achievement of Retail Experience goals
  • Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace
  • Continue individual learning and development to align with Meridian values while delivering on action plans aligned with Employee Engagement results
  • Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback
  • Step in as a leader, while the Branch Manager is away, and continuously act as a role model on the team
Community Experience
  • Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values
  • Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events.
What you can bring to Meridian:
  • Post-secondary education with at least 3 years of equivalent work experience in a financial services environment with a consistent track record in sales
  • Strong business and financial industry knowledge, with a desire for career growth within the financial services industry
  • At minimum, MFDA licensing is required for most roles
  • Flexible to work all scheduled hours which include some evenings and Saturdays
  • Proven understanding of computer systems and programs including Microsoft Office, and Outlook
  • Strong negotiation, interpersonal, written, and oral communications skills, including coaching and leadership skills
  • Effective organizational time management, and problem-solving skills

Join us This role is in office at 3051 Walkers Line Units 3&4, Burlington, ON L7M 0W3.

  • Paid vacation time, and other time off
  • Financial benefits including free banking, and special rates on mortgages, lines of credits and more
  • Unique rewards and recognition program

You will benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success. You will also receive the right training, tools and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders, who have hailed from top organizations around the world.

Our Story:

Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $30B in assets under management, Meridian offers a broad range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

Our Commitment to You:

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. p>

Thank you for your interest in Meridian Credit Union.

  • Financial Administrator

    2 months ago

    Burlington, Canada On-Site Drapery Cleaners Full time

    **Position Summary**: - The Financial Administrator plays a crucial role in managing the company’s finances and administrative functions. This role requires a high level of integrity, attention to detail, and the ability to manage multiple financial operations while adhering to strict deadlines. Strong communication skills are essential, as this person...

  • Financial Services Officer

    6 months ago

    Burlington, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

  • Administrative Assistant

    7 months ago

    Burlington, Canada Prompt Financial Solutions Full time

    **Administrative Assistant - Mortgages and Loans** **Our History**:Prompt Financial Solutions Corporation is Canadian owned and operated and currently located in Burlington, Ontario. We began providing Ontario homeowners with loans in January 2018. Since that time, we have tripled our portfolio, expanded our team to 23 and are now offering loans and...

  • Financial Services Officer

    6 months ago

    Burlington, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • Global Financial Services Representative

    1 week ago

    Burlington, Ontario, Canada Caterpillar Financial Services Corporation Full time

    Caterpillar Financial Services Corporation is a leading provider of financial solutions to customers globally. We are seeking a skilled and experienced Global Financial Services Representative to join our team.As a Global Financial Services Representative, you will play a crucial role in maintaining accurate and thorough records of customer payment history...

  • Administrative Assistant

    6 months ago

    Burlington, Canada Prompt Financial Solutions Full time

    **Administrative Assistant - Mortgages and Loans** **Our History**:Prompt Financial Solutions Corporation is Canadian owned and operated and currently located in Burlington, Ontario. We began providing Ontario homeowners with loans in January 2018. Since that time, we have tripled our portfolio, expanded our team to 23 and are now offering loans and...

  • Financial Service Administrator

    4 months ago

    Burlington, Canada Meridian Credit Union Full time

    p>At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. h3>Our Retail Banking Practice: Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.We have a passion for ensuring we maintain our tradition...

  • Financial Services Representative

    6 months ago

    Burlington, Canada Tandia Financial Credit Union Full time

    Education: College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year - Experience: 2 years to less than 3 years **Work setting**: - Financial institution **Work conditions and physical capabilities**: - Attention to detail - Fast-paced environment - Work under pressure **Personal suitability**: -...

  • Administrative Assistant

    6 months ago

    Burlington, Canada Raymond James Financial, Inc. Full time

    **Administrative Assistant** - 2401647 Strong Private Wealth of Raymond James Ltd. is seeking an experienced Administrative Assistant to work in our Burlington office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized personal...

  • Financial Administrative Assistant

    7 months ago

    Burlington, Canada The Simple Investor Full time

    **Financial Administrative Assistant** **Location - Burlington, Ontario, Canada (In person)** Looking for an exciting opportunity in a well-established and growing company? The Simple Company is a multi-million-dollar organization in its 14th year of business, and we are seeking a Financial Administrative Assistant with excellent organizational skills and...

  • Financial Administrative Assistant

    6 months ago

    Burlington, Canada The Simple Investor Full time

    **Financial Administrative Assistant** **Location - Burlington, Ontario, Canada (In person)** Looking for an exciting opportunity in a well-established and growing company? The Simple Company is a multi-million-dollar organization in its 14th year of business, and we are seeking a Financial Administrative Assistant with excellent organizational skills and...

  • Financial Administrative Assistant

    7 months ago

    Burlington, Canada The Simple Investor & SIREG Management Inc. Full time

    **Job Description - Financial Administrative Assistant** **The Simple Investor Real Estate Group Inc. Burlington, Ontario, Canada (On-site)** Looking for an exciting opportunity in a well-established and growing company? The Simple Company is a multi-million-dollar organization in its 14thyear of business, and we are seeking a **Financial Administrative...

  • Financial Advisor Trainee

    7 months ago

    Burlington, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    **Financial Security Advisor Trainee**: **Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...

  • Financial Services Officer

    3 months ago

    Burlington, Canada The Police Credit Union Full time

    We are looking for a Financial Services Officer - an advisor specializing in personal loans and mortgages for our branch location in Aurora. The Police Credit Union is an exclusive financial institution for police personnel, their families and associated police groups within the Province of Ontario. We believe in “taking care of our own”, we take into...

  • Administrative / Financial Assistant

    6 months ago

    Burlington, Canada El Nino Carpet and Flooring Milton Full time

    **Administrative / Financial Assistant** We are **El Niño Flooring** serving the west area of the GTA. Ontario. We sell and install a wide variety of flooring products for both residential and commercial clients. **About the opportunity** Provide proactive administrative support including liaising with internal and external contacts to ensure all needs...

  • Financial Manager

    6 months ago

    Burlington, Canada Oasis World Trading Inc. Full time

    Education: Bachelor's degree - Experience: 5 years or more - Economics, general - Business/commerce, general - Business administration and management, general - Finance, general - Finance and financial management services, other **Work setting**: - Financial management/services **Tasks**: - Plan and control budget and expenditures - Establish and implement...

  • Financial Planning and Analysis Manager

    7 months ago

    Burlington, Canada Service Inspired Restaurants Full time

    Overview Our Story At Service Inspired Restaurants we take great pride in our diverse portfolio of restaurants and believe a brave, bold and results-driven culture inspires and creates new opportunities for everyone. Our values and promises are not simply a dream, vision, or mission, but a way of life for every person that becomes or wants to...

  • Financial Services Associate

    6 months ago

    Burlington, Canada CIBC Full time

    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...

  • Receptionist & Office Administrator

    2 months ago

    Burlington, Canada Service Inspired Restaurants Full time

    Company & Brand Overview: **Our Story** At Service Inspired Restaurants we take great pride in our diverse portfolio of restaurants and believe a brave, bold and results-driven culture inspires and creates new opportunities for everyone. Our values and promises are not simply a dream, vision, or mission, but a way of life for every person that becomes or...

  • Financial Services Representative

    6 months ago

    Burlington, Canada Viva Recruiters Full time

    The Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our...