Financial Services Professional
7 days ago
{"h1": "Financial Services Associate Role at Meridian", "p": "At Meridian, we are seeking a highly skilled Financial Services Associate to join our team. As a key member of our branch sales team, you will be responsible for understanding the financial needs of our Members and providing expert advice and recommendations to fit their needs. This will include offering large or complex credit and investment advice, as well as managing Member portfolios to build strong relationships with our clients.", "ul": [{"li": "Provide investment advice by identifying and promoting solutions that meet our Member needs"}, {"li": "Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills"}, {"li": "Engage in revenue generation and sales-based activities to achieve performance objectives"}, {"li": "Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences"}, {"li": "Maintain discretion and confidentiality to respect Member privacy"}], "h2": "What You'll Do", "p": "As a Financial Services Associate, you will be responsible for the following key areas: Member Experience, Employee Experience, and Community Experience.", "ul": [{"li": "Understand how Meridian's products and services can add value to our Members"}, {"li": "Provide investment advice and recommendations on credit products"}, {"li": "Engage in revenue generation and sales-based activities"}, {"li": "Use provided tools to proactively identify and promote opportunities with all Members"}, {"li": "Maintain discretion and confidentiality to respect Member privacy"}], "h2": "Employee Experience", "ul": [{"li": "Act as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross-functional departments"}, {"li": "Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace"}, {"li": "Continue individual learning and development to align with Meridian values while delivering on action plans aligned with Employee Engagement results"}, {"li": "Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback"}], "h2": "Community Experience", "ul": [{"li": "Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values"}, {"li": "Support local community organizations and activities through Business Development and Good Neighbour Program"}], "h3": "What You Can Bring to Meridian", "ul": [{"li": "Post-secondary education with at least 3 years of equivalent work experience in a financial services environment with a consistent track record in sales"}, {"li": "Strong business and financial industry knowledge, with a desire for career growth within the financial services industry"}, {"li": "At minimum, MFDA licensing is required for most roles"}, {"li": "Flexible to work all scheduled hours which include some evenings and Saturdays"}, {"li": "Proven understanding of computer systems and programs including Microsoft Office, and Outlook"}, {"li": "Strong negotiation, interpersonal, written, and oral communications skills, including coaching and leadership skills"}, {"li": "Effective organizational time management, and problem-solving skills"}], "p": "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.", "p": "Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.", "p": "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. Please contact us to request accommodation.", "p": "Please note that due to the volume of applications, only those under consideration will be contacted for an interview.", "p": "Thank you for your interest in Meridian Credit Union.", "h3": "Follow us on Twitter at"}
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Senior Financial Professional
1 week ago
Burlington, Ontario, Canada Elby Professional Recruitment Full time**Job Summary**Elby Professional Recruitment is seeking a highly skilled Senior Accountant to join our client's team. This is a fantastic opportunity for a motivated and detail-oriented individual to take on a key role in the company's financial operations.**Key Responsibilities:**Develop and manage project budgets, ensuring accurate forecasting and...
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Senior Financial Professional
1 week ago
Burlington, Ontario, Canada Elby Professional Recruitment Full time**Job Summary**Elby Professional Recruitment is seeking a highly skilled Senior Accountant to join our client's team. This is a fantastic opportunity for a motivated and detail-oriented individual to take on a key role in the company's financial operations.**Key Responsibilities:**Develop and manage project budgets, ensuring accurate forecasting and...
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Senior Financial Professional
2 weeks ago
Burlington, Ontario, Canada Elby Professional Recruitment Inc Full timeWe are seeking a highly skilled Senior Accountant to join our team at Elby Professional Recruitment Inc. This is a fantastic opportunity for a motivated and experienced accounting professional to take on a key role in our organization.Key Responsibilities:Develop and manage project budgets, ensuring accurate forecasting and financial planning.Conduct...
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Senior Financial Professional
2 weeks ago
Burlington, Ontario, Canada Elby Professional Recruitment Inc Full timeWe are seeking a highly skilled Senior Accountant to join our team at Elby Professional Recruitment Inc. This is a fantastic opportunity for a motivated and experienced accounting professional to take on a key role in our organization.Key Responsibilities:Develop and manage project budgets, ensuring accurate forecasting and financial planning.Conduct...
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Senior Financial Professional
1 week ago
Burlington, Ontario, Canada Elby Professional Recruitment Inc Full timeWe are seeking a highly skilled Senior Accountant to join our client's team at Elby Professional Recruitment Inc. This is a fantastic opportunity for a seasoned accounting professional to take on a leadership role and contribute to the growth and success of our client's organization.Key Responsibilities:Develop and manage project budgets, ensuring accurate...
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Senior Financial Professional
1 week ago
Burlington, Ontario, Canada Elby Professional Recruitment Inc Full timeWe are seeking a highly skilled Senior Accountant to join our client's team at Elby Professional Recruitment Inc. This is a fantastic opportunity for a seasoned accounting professional to take on a leadership role and contribute to the growth and success of our client's organization.Key Responsibilities:Develop and manage project budgets, ensuring accurate...
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Senior Financial Professional
6 hours ago
Burlington, Ontario, Canada Elby Professional Recruitment Inc Full timeSenior Accountant Job DescriptionOur esteemed client, Elby Professional Recruitment Inc, is seeking a highly skilled Senior Accountant to join their team. This role reports directly to the Controller and focuses on project-based accounting, costing, and other financial responsibilities.Key Responsibilities:Develop and manage project budgetsConduct cost...
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Senior Financial Professional
1 day ago
Burlington, Ontario, Canada Elby Professional Recruitment Inc Full timeSenior Accountant Job DescriptionOur esteemed client, Elby Professional Recruitment Inc, is seeking a highly skilled Senior Accountant to join their team. This role reports directly to the Controller and focuses on project-based accounting, costing, and other financial responsibilities.Key Responsibilities:Develop and manage project budgetsConduct cost...
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Burlington, Ontario, Canada Elby Professional Recruitment Inc Full timeJob Summary:We are seeking a highly skilled Senior Financial Analyst to join our team at Elby Professional Recruitment Inc. as a Senior Financial Analyst. This is a fantastic opportunity for a motivated and detail-oriented individual to take on a key role in our Financial Planning and Analysis team.Key Responsibilities:Develop and maintain comprehensive...
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Burlington, Ontario, Canada Elby Professional Recruitment Inc Full timeJob Summary:We are seeking a highly skilled Senior Financial Analyst to join our team at Elby Professional Recruitment Inc. as a Senior Financial Analyst. This is a fantastic opportunity for a motivated and detail-oriented individual to take on a key role in our Financial Planning and Analysis team.Key Responsibilities:Develop and maintain comprehensive...
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Financial Services Professional
2 weeks ago
Burlington, Ontario, Canada Canadian Imperial Bank of Commerce Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our team as a Client Relationship Manager. As a key member of our Personal and Business Banking Team, you will be responsible for building and growing a dedicated client portfolio through relationship management, financial services support, and exceptional...
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Financial Services Professional
2 weeks ago
Burlington, Ontario, Canada Canadian Imperial Bank of Commerce Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our team as a Client Relationship Manager. As a key member of our Personal and Business Banking Team, you will be responsible for building and growing a dedicated client portfolio through relationship management, financial services support, and exceptional...
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Senior Financial Services Professional
7 days ago
Burlington, Ontario, Canada Canadian Imperial Bank of Commerce Full timeUnlock Your Potential as a Financial AdvisorAt Canadian Imperial Bank of Commerce, we're seeking a talented Financial Advisor to join our Personal and Business Banking Team. As a key member of our team, you'll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.Key...
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Senior Financial Services Professional
7 days ago
Burlington, Ontario, Canada Canadian Imperial Bank of Commerce Full timeUnlock Your Potential as a Financial AdvisorAt Canadian Imperial Bank of Commerce, we're seeking a talented Financial Advisor to join our Personal and Business Banking Team. As a key member of our team, you'll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.Key...
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Financial Services Professional
5 hours ago
Burlington, Ontario, Canada Meridian Full timeRole OverviewAs a Financial Services Associate at Meridian, you will play a key role in providing exceptional Member Experience by understanding their financial needs and providing tailored advice and recommendations. This includes offering large or complex credit and investment advice, meeting and exceeding business goals, and managing Member portfolios to...
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Financial Services Professional
24 hours ago
Burlington, Ontario, Canada Meridian Full timeRole OverviewAs a Financial Services Associate at Meridian, you will play a key role in providing exceptional Member Experience by understanding their financial needs and providing tailored advice and recommendations. This includes offering large or complex credit and investment advice, meeting and exceeding business goals, and managing Member portfolios to...
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Senior Financial Professional
7 days ago
Burlington, Ontario, Canada Elby Professional Recruitment Inc Full timeElby Professional Recruitment Inc is seeking a Senior Accountant to join their team. This role reports to the Controller and focuses on project-based accounting, costing, and more. The ideal candidate will have a strong background in finance and be able to learn quickly. Construction experience is considered an asset. The successful candidate will be...
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Senior Financial Professional
7 days ago
Burlington, Ontario, Canada Elby Professional Recruitment Inc Full timeElby Professional Recruitment Inc is seeking a Senior Accountant to join their team. This role reports to the Controller and focuses on project-based accounting, costing, and more. The ideal candidate will have a strong background in finance and be able to learn quickly. Construction experience is considered an asset. The successful candidate will be...
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Financial Services Professional
2 weeks ago
Burlington, Ontario, Canada CIBC Full timeAbout CIBCCIBC is a leading financial institution that is committed to creating an inclusive work environment where all team members and clients feel valued and respected. We are seeking candidates with a diverse range of skills and offer an accessible experience for candidates. If you require an accommodation, please contact us.About the RoleWe are seeking...
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Financial Services Professional
2 weeks ago
Burlington, Ontario, Canada CIBC Full timeAbout CIBCCIBC is a leading financial institution that is committed to creating an inclusive work environment where all team members and clients feel valued and respected. We are seeking candidates with a diverse range of skills and offer an accessible experience for candidates. If you require an accommodation, please contact us.About the RoleWe are seeking...
