Financial Service Administrator

2 months ago


Windsor, 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 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.As Financial Services Associate:

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.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 Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback 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.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 Defined contribution pension matching Financial benefits including free banking, and special rates on mortgages, lines of credits and more Thank you for your interest in Meridian Credit Union.
  • Branch Administrator

    5 months ago


    Windsor, Canada Raymond James Financial, Inc. Full time

    **Branch Administrator** - 2204135 Raymond James Independent Financial Services is seeking a qualified Branch Administrator to work in our Windsor, ON - Lighthouse Investment Services 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...


  • Windsor, Ontario, Canada ONTARIO INCORPORATED Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Ontario Incorporated. The successful candidate will be responsible for managing financial records, preparing cheques for payroll, and maintaining general ledgers and financial statements.Key ResponsibilitiesManage financial records and prepare cheques...


  • Windsor, Ontario, Canada City Of Windsor Full time

    Job SummaryWe are seeking a highly skilled Financial Administrator to join our team at the City of Windsor. As a key member of our financial team, you will be responsible for planning, developing, and implementing various capital asset accounting requirements, as well as related policies and procedures.Key ResponsibilitiesDevelop and implement methodologies...


  • Windsor, Ontario, Canada ONTARIO INCORPORATED Full time

    About Ontario IncorporatedWe are a dynamic organization seeking a skilled Financial Administrator to join our team. In this role, you will be responsible for managing various financial aspects of the company.


  • Windsor, Ontario, Canada City Of Windsor Full time

    Job Summary: We are seeking a highly skilled Financial Administrator to join our team at the City of Windsor. As a key member of our Financial Accounting department, you will be responsible for planning, developing, and implementing various PSAB compliant capital asset accounting requirements. This will include researching PSAB requirements, industry best...


  • Windsor, Ontario, Canada City Of Windsor Full time

    Job Summary: We are seeking a highly skilled Financial Administrator to join our team at the City of Windsor. The successful candidate will be responsible for planning, developing, and implementing various evolving PSAB compliant capital asset accounting requirements, as well as related policies and procedures. This will include researching PSAB...


  • Windsor, Ontario, Canada City Of Windsor Full time

    Job Summary: We are seeking a highly skilled Financial Administrator to join our team at the City of Windsor. The successful candidate will be responsible for planning, developing, and implementing various evolving PSAB compliant capital asset accounting requirements, as well as related policies and procedures. This will include researching PSAB...


  • Windsor, Ontario, Canada CGR Employment Solutions Inc. Full time

    CGR Employment Solutions Inc. is seeking an experienced Financial Administrator to join our team.Estimated salary: $45,000 - $60,000 per year.The successful candidate will have strong bookkeeping skills and experience with manual and computerized systems.Key responsibilities include:Preparing cheques for payrollMaintaining financial records and balancing...


  • Windsor, Ontario, Canada Catholic Education Diocese of Parramatta Full time

    Catholic Education Diocese of Parramatta is seeking a skilled Financial Administrator to join their team at Bede Polding College in South Windsor. As a key member of the finance department, you will be responsible for providing administrative and bookkeeping support, interacting with multiple stakeholders within the school community.Job OverviewThe...


  • Windsor, Canada City Of Windsor Full time

    : Reporting to the Manager of Financial Accounting, this position will be responsible for the following duties: planning, development and implementation of various evolving PSAB compliant capital asset accounting requirements, as well as related policies and procedures, and supporting the needs of the Asset Planning department. This will include researching...

  • Operations Manager

    6 months ago


    Windsor, Canada NOXTROM Digital Media Inc. Full time

    Work Term: Temporary - Work Language: English - Hours: 32 to 44 hours per week - Education: Bachelor's degree - Experience: Experience an asset - or equivalent experience **Asset languages**: - Spanish; Castilian **Work setting**: - Willing to relocate - Relocation costs not covered by employer - Business services - Advertising, marketing and public...


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

    **Administrative Assistant - Windsor**: **Location**: Desjardins Financial Security Independent Network - Windsor 3990 Wildwood Drive, Windsor, ON **Proposed Hours**: Training Phase - 3-4_ days a week, 4-5 hrs per day,; 20-25 hrs weekly (approx. 4-8 weeks)_ Full Time_ - 5 days a week, 6-7 hrs per day,; 30-37.5 hrs weekly_ You will act with the utmost...


  • Windsor, Ontario, Canada Premier Chevrolet Buick GMC Premier Cadillac Full time

    Premier Cadillac in Windsor is Seeking a Financial Services ManagerWe are looking for a highly motivated and experienced Financial Services Manager to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Manage and maintain accurate financial...


  • Windsor, Canada Service Canada Full time

    Education: Secondary (high) school graduation certificate - Experience: 2 years to less than 3 years **Work setting**: - Urban area **Computer and technology knowledge**: - MS Excel - MS Outlook - MS Word - MS Windows **Security and safety**: - Enhanced reliability security clearance - Secret clearance - Criminal record check - Credit check **Work...


  • Windsor, Ontario, Canada Meridian Full time

    OverviewAt Meridian, we are committed to providing exceptional financial services to our Members. With a rich history spanning over 75 years, we have established ourselves as Ontario's largest credit union and second-largest in Canada.Salary and BenefitsWe offer a competitive salary range of $60,000 - $80,000 per year, plus benefits that include paid...


  • Windsor, Ontario, Canada Keizer Solutions Inc. Full time

    Financial Services AssociateAt Keizer Solutions Inc., we are seeking a highly organized and detail-oriented Financial Services Associate to join our team. As a key player in our accounting department, you will be responsible for maintaining accurate financial records, preparing cheques for payroll, and reconciling accounts. Your exceptional skills in...


  • Windsor, Canada BMO Financial Group Full time

    2230 Tecumseh Road East Windsor Ontario,N8W 1E4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Windsor, Canada BMO Financial Group Full time

    200 Ouellette Avenue Windsor Ontario,N9A 1A5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Windsor, Ontario, Canada Aviso Wealth Full time

    Job Title: Wealth Sales AssistantWe are seeking a highly skilled and motivated Wealth Sales Assistant to join our team at Aviso Wealth Inc. The successful candidate will be responsible for providing exceptional client service and support to our Wealth Consultants and Senior Investment Advisors.Key Responsibilities:Assist in growing and managing the Advisory...


  • Windsor, Ontario, Canada National Bank Full time

    About the Role:The National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and advice to Personal and Small Business clients. You will work closely with clients to understand their financial needs and provide tailored solutions to meet their goals.Key...