Financial Services Advisor
3 weeks ago
We have an exciting full-time opportunity at our Georgetown branch.
Do you have a talent for inspiring people and leading by example while helping families meet their financial goals? Do you care deeply about increasing financial literacy to help our members secure a better future? Do you enjoy being part of an organization that is proud to treat its members like a neighbour rather than a number?
If you answered Yes, then this role might be a fit for you.
**Your Work at a Glance**
The Member Solutions Advisor is a critical member of our branch team who markets the Credit Union products and services, ensuring that members’ needs are met.
In branch, the Member Solutions Advisor is the primary resource for actively soliciting new sales opportunities by following up on staff referrals and identifying target areas and subsequent cold calls to capitalize on growth opportunities and meet sales goals.
In our local community, you will be leading by example by supporting our various community outreach programs such as providing warm breakfasts to students in need and participating in seasonal volunteer initiatives with Food4Kids, Heart and Stroke and our adopted schools.
**We are looking for someone who**:
- Has successfully completed the CUIC Consumer and Residential Mortgage Lending course
- Has successfully completed the CUIC Fundamentals of Personal Financial Planning course
- Has an in-depth knowledge of investments, including Registered plans
- Has proven ability in member service and selling
- Has previous credit underwriting experience and a background in lending
- Understands the Credit Union philosophies and principles
- Demonstrates excellent communication skills
- Is a team player, always willing to jump in and help other team members
- Pays attention to the details, no matter how big or small
- Is proactive, going the extra mile to support our members
- Is skilled at financial analysis and mathematical calculations such as ratios, amortization schedules and more
- Can identify and promote opportunities related to deposit, investment and various savings products
- Adheres to branch and Tandia policies to ensure compliance with various legislation
- Is able to identify and develop opportunities with our existing members and actively strive to increase our member base
- Has the ability to develop and maintain a strong relationship with our members
- Has supervisory experience and proven leadership capabilities; in the branch manager’s absence is able to support the branch operation and take on management duties as appropriate
- Is available to work full-time hours of 35.5 per week, including evenings and Saturdays to support the needs of the branch
Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.
**Job Types**: Full-time, Permanent
**Benefits**:
- Casual dress
- Dental care
- Employee assistance program
- Extended health care
- RRSP match
- Vision care
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Georgetown, ON: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Are you bondable? (Able to successfully pass a criminal and credit check)
**Experience**:
- Financial services: 2 years (preferred)
- lending: 2 years (preferred)
Work Location: In person
-
Financial Services Advisor
1 month ago
Georgetown, Canada Tandia Financial Credit Union Full timeWe have an exciting 12-month temporary full-time opportunity at our Georgetown branch. Do you have a talent for inspiring people and leading by example while helping families meet their financial goals? Do you care deeply about increasing financial literacy to help our members secure a better future? Do you enjoy being part of an organization that is proud...
-
Financial Services Specialist/financial Advisor
4 weeks ago
Georgetown, Canada CIBC Full timeWe’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...
-
Financial Services Associate
4 weeks ago
Georgetown, Canada CIBC Full timeWe’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...
-
Financial Service Associate
2 weeks ago
Georgetown, Canada Canadian Imperial Bank of Commerce Full timeFinancial Service Associate page is loaded Financial Service Associate Apply locations Georgetown, ON time type Full time posted on Posted 7 Days Ago job requisition id 2410197 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...
-
Financial Service Associate
2 weeks ago
Georgetown, Canada Canadian Imperial Bank of Commerce Full timeFinancial Service Associate page is loaded Financial Service Associate Apply locations Georgetown, ON time type Full time posted on Posted 7 Days Ago job requisition id 2410197 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...
-
Financial Service Associate
2 weeks ago
Georgetown, Canada Canadian Imperial Bank of Commerce Full timeFinancial Service Associate page is loaded Financial Service Associate Apply locations Georgetown, ON time type Full time posted on Posted 7 Days Ago job requisition id 2410197 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...
-
Financial Service Associate
1 week ago
Georgetown, ON, Canada Canadian Imperial Bank of Commerce Full timeFinancial Service Associate page is loaded Financial Service Associate Apply locations Georgetown, ON time type Full time posted on Posted 7 Days Ago job requisition id 2410197 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,...
-
Financial Manager
1 month ago
Georgetown, Canada Oyster Freight Services Inc. Full timeEducation: Bachelor's degree - Experience: 2 years to less than 3 years **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and procedures - Assign, co-ordinate and review projects and programs - Design and manage investment strategies - Monitor financial control systems - Oversee the collection and analysis of financial...
-
Financial Services Manager
6 days ago
Georgetown, Canada Georgetown Chevrolet Full timeWe provide employees with training and tools to keep them motivated and engaged. Our priorities are goal achievement and customer satisfaction. - Have Financial Services/Business Office experience - Excellent attention to detail and ability to process paperwork thoroughly and effectively - Ability to present all aftermarket items and sell appropriate...
-
Personal Banking Associate
4 weeks ago
Georgetown, Canada BMO Financial Group Full time280 Guelph Street, Unit 24 Georgetown Ontario,L7G 4B1 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...
-
Bookkeeper
6 days ago
Georgetown, Canada AZ QUICK SERVICES LTD. Full timeEducation: - Expérience: **Education**: - College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years **Work setting**: - Relocation costs not covered by employer - Willing to relocate **Tasks**: - Calculate and prepare cheques for payroll - Keep financial records and establish, maintain and balance various accounts...
-
Client Service Representative
1 month ago
Georgetown, Canada CIBC Full timeWe’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...
-
Mortgage Specialist
4 weeks ago
Georgetown, Canada BMO Financial Group Full time280 Guelph Street, Unit 24 Georgetown Ontario,L7G 4B1 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes...
-
Universal Banker I
1 month ago
Georgetown, Canada CIBC Full timeWe’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...
-
Office Administrator
1 day ago
Georgetown, Canada Alana + Kelly Design Co. Full time**Job Title**: Office Administrator **Company**: Alana + Kelly Design Co. Ltd. **Location**: Georgetown, ON **Job Type**: Monday - Thursday 9-3pm (24 hours per week) **About Us**: Alana + Kelly Design Co. is an innovative firm specializing in architectural and interior design combined. Committed to excellence, creativity, and client satisfaction, we take...
-
Front Desk Receptionist- Administrator
4 weeks ago
Georgetown, Canada Medrehab Group Full timeLocated in the Medical Building at Guelph Rd. **Duties**: Customer Service - Excellent customer interaction and engagement - Joy of working directly with customers and getting them to rebook - Confident with promoting and selling wellness services and products - Insightful. Good at anticipating patient and staff needs - Friendly, empathetic and courteous -...
-
Job Preparation Counsellor
1 month ago
Georgetown, Canada VPI INC. Full timeVPI is a Service Provider for Employment Ontario, which is funded by the Ontario Government to support jobseekers and employers. VPI has been delivering employment programs for more than 30 years. We are based in Mississauga and have 17 branches across Southern Ontario. Our organizational values rest on 4-pillars which are Ethics, Passion, Innovation, and...
-
Retail Sales Associate
4 weeks ago
Georgetown, Canada GTA Vapes Full time**Company description** **MUST BE 19+ TO APPLY** GTA Vapes is your one-stop shop & online retailer for Vaporizer Products & Premium E-Juice. We pride ourselves on providing our customers with the latest and greatest products/Premium E-Juice. **Job description** Sales Associate Responsibilities: - Greeting customers, responding to questions, improving...
-
Retail Sales Associate
3 weeks ago
Georgetown, Canada GTA Vapes Full time**Company description** **MUST BE 19+ TO APPLY** GTA Vapes is your one-stop shop & online retailer for Vaporizer Products & Premium E-Juice. We pride ourselves on providing our customers with the latest and greatest products/Premium E-Juice. **Job description** Sales Associate Responsibilities: - Greeting customers, responding to questions, improving...
-
Accounting Clerk
1 month ago
Georgetown, Canada Shaan Truck Lines Full time**Job description** - Data Entry /Order Booking - Calculate each driver and owner operator's Payroll, deductions, etc. - Accounts payable and accounts receivable - Match invoices to approved purchase orders - Verify expense reports (trip reports) against receipts - Prepare invoices, post payments by recording cash, cheques and credit card transactions -...