Financial Services Advisor

5 months ago

Mount Forest, Canada Kindred Credit Union Limited Full time

**At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.**

**You're invited to make a difference**as a full-time** Financial Services Advisor **in our **Mount Forest branch**.**:
In this role, you bring expertise in credit, investments and everyday banking to provide financial advice and build solutions for members that meet their immediate and long-term financial needs. With empathy and curiosity, you will cultivate and manage member relationships, personal as well as small business and other organizations, and serve as an ambassador for Kindred to grow our business and impact as you invite others to experience banking with purpose.

**Key responsibilities**
- Meeting with members to understand needs, propose and fulfill credit and investment solutions.
- Building relationship through providing financial advice and making referrals to branch partners.
- Managing assigned loan portfolio by proactively serving members on an ongoing basis.
- Actively seeking out and pursuing new business opportunities through leads, referrals, and a network of contacts.

**What to bring**

You are enthusiastic about building solutions, and passionate about delivering a member experience that inspires confidence in our services, builds relationship with our members, and encourages referrals from the community. You are a team player who collaborates easily with colleagues to meet the operational needs of the branch serving a diverse membership. Finally, you share a commitment to our shared values and purpose.

**Plus, you bring your qualifications and experience**:

- Completion of a post-secondary program, in Business or a related field
- 3-5 years of progressive experience in financial services
- MFDA license
- Experience in retail credit
- Strong relationship building skills
- Solid technical skills

**Why Kindred**

You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. You’ll also be supported in volunteering your talents for community and other programs that are important to you.

We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for your overall wellness. Your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. By choosing Kindred, you’ll be joining an engaged workforce: we’re a provider of a Living Wage, and we’re using business as a force for good as a B Corp.

**Our comprehensive total rewards package includes**:

- Competitive total compensation
- This role has multiple levels; placement will be commensurate with experience ($50,000- $65,000)
- Group benefits plan & commitment to staff wellness
- 3 weeks vacation, vacation purchase program
- Career growth opportunities, continuous training & development support
- Staff benefits on financial products & services (including Group RSP matching)

**RSVP**
- As a team of people who, with compassion, integrity, and stewardship, care deeply about each other, our members, our communities, and our world, Kindred is committed to building an equitable, diverse, and inclusive workplace. Kindred’s values-centered and faith-inspired, warmly professional, expressly invitational characteristics compel us to be a place that understands, respects, and values, and treats equitably all people of every race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability._

  • Financial Services Advisor

    3 weeks ago

    Mount Forest, Canada Kindred Credit Union Limited Full time

    **At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.** **You're invited to make a difference**We are currently recruiting for a **Financial Services Advisor **to fill a full-time permanent vacancy in our **Mount Forest **location**.** In this...

  • Financial Advisor

    5 months ago

    Mount Forest, Canada Scotiabank Full time

    Requisition ID: 192621 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Service Advisor

    5 months ago

    Mount Forest, Canada Robert's Farm Equipment Sales Inc Full time

    **Company description** For decades, Roberts Farm Equipment and McGavin Farm Equipment have been unique in the farming community both aggressively cutting edge, and unapologetically committed to old-fashioned ideas of customer service. With a combined over 130 years together Robert’s and McGavin’s are a family-owned and operated business that serves...

  • Small Business Advisor

    5 months ago

    Mount Forest, Canada Scotiabank Full time

    Requisition ID: 194714 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Customer Service Representative

    6 months ago

    Mount Forest, Canada BMO Financial Group Full time

    201 Main Street Mount Forest Ontario,N0G 2L0 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...

  • Service Manager

    6 months ago

    Mount Forest, Canada Cooks Garage Full time

    Job Summary: **Duties**: - Manage daily operations of the service department - Supervise and support a team of mechanics and service advisors - Ensure quality repairs and maintenance services are provided to customers - Handle customer inquiries, issues, and complaints with professionalism - Utilize mechanical knowledge to assist with complex automotive...

  • Service Advisor

    6 months ago

    Mount Pearl, Canada Atlantic Trailer & Tractor Full time

    **Service Advisor - Atlantic Trailer & Tractor - Mount Pearl** Atlantic Trailer & Tractor, located at 8 Lintrose Place in Donovans Industrial Park, Mount Pearl, is currently looking for a Service Advisor to join our growing team. The successful individual will do so in an energetic, confident, and up-beat manner to create a positive customer...

  • Service Advisor

    5 months ago

    Mount Pearl, Canada Atlantic Recreation Ltd. Full time

    **Atlantic Recreation is one of the Largest Yamaha Powersport Dealerships in Canada.** As a Service Advisor and front-line representative, you'll be responsible for communicating with customers, explaining vehicle diagnoses, and recommending necessary services to ensure the longevity of their vehicles, based on feedback from technicians. Don't miss this...

  • Branch Manager

    5 months ago

    Mount Forest, Canada BMO Financial Group Full time

    201 Main Street Mount Forest Ontario,N0G 2L0 Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives....

  • Financial Reporting Manager

    1 month ago

    Mount Forest, Ontario, Canada BDO Full time

    Putting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a culture of collaboration and growth.Your OpportunityOur Mount Forest...

  • Financial Reporting Specialist

    4 weeks ago

    Mount Forest, Ontario, Canada BDO Full time

    Putting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.Your...

  • Financial Operations Manager

    4 weeks ago

    Mount Forest, Ontario, Canada Elby Professional Recruitment Inc Full time

    Accounting Manager RoleWe are seeking a highly skilled Accounting Manager to lead our accounting department in the Mount Forest area. This individual will report to the CFO and oversee the accounting team, assisting with budgeting, financial statement preparation, and various reports and analysis.Key Responsibilities:Manage and mentor the accounting...

  • Financial Reporting Associate

    4 weeks ago

    Mount Forest, Ontario, Canada BDO Full time

    Putting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.Your...

  • Financial Reporting and Insights Professional

    1 month ago

    Mount Forest, Ontario, Canada BDO Full time

    Putting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a culture of collaboration and growth.Your OpportunityOur Mount Forest...

  • Service Advisor/ Admin Clerk

    6 months ago

    Mount Pearl, Canada City Tire & Auto Centre Ltd Full time

    **Service Advisor / Admin Clerk** **City Tire & Auto (Mount Pearl)** is seeking an experienced Service Advisor / Admin Clerk to join its customer focused and safety-oriented team. **Work Expectation** - Provide customer service for automotive repair and maintenance. - Provide customer service for tire sales, repair and maintenance. - Review work orders and...

  • Financial Reporting Team Lead

    7 days ago

    Mount Forest, Ontario, Canada BDO Full time

    BDO’s Financial Reporting & Insights GroupWe are seeking a Manager to join our team and lead the preparation of working paper files, financial statements, corporate and personal tax returns. The ideal candidate will possess a Canada recognized Professional Designation (CPA, CA, CMA or CGA) and 4-5 years of experience with Review engagements, Compilation...

  • Senior Financial Consultant

    1 month ago

    Mount Pearl, Canada Scotiabank Full time

    Requisition ID: 203649At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our customers, helping them make informed decisions about their financial futures.About the roleWhat your role will be...As a Senior Financial Advisor,...

  • Senior Financial Advisor

    2 months ago

    Mount Pearl, Canada Scotiabank Full time

    Requisition ID: 203649Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Senior Accountant, Financial Analysis

    1 week ago

    Mount Forest, Ontario, Canada BDO Full time

    About BDOBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust.Your OpportunityOur Mount Forest office is seeking a Senior Accountant to join the Financial Reporting & Insights team for Fall 2024. As a key...

  • Manager, Financial Reporting

    6 months ago

    Mount Forest, Canada BDO Full time

    Putting people first, every day   BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and...