Current jobs related to Financial Services Professional - Burlington, Ontario - Meridian


  • Burlington, Ontario, Canada Momentum Financial Services Group Full time

    OverviewMomentum Financial Services Group is a leading financial services provider in North America, operating over 400 retail locations across Canada under the Money Mart brand and in Quebec as Insta Cheques. We have been serving customers in our local communities for over 40 years.We offer access to cash and related financial products to help customers...


  • Burlington, Ontario, Canada Meridian Credit Union Ltd Full time

    About the Role:We are seeking a highly skilled and experienced Financial Service Professional to join our team at Meridian Credit Union Ltd. As a Senior Branch Sales Team Member, you will play a key role in providing exceptional Member Experience and driving business growth.Key Responsibilities:Understand the financial needs of our Members and provide...


  • Burlington, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future.Key ResponsibilitiesDevelop and maintain strong relationships with...


  • Burlington, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future.Key ResponsibilitiesDevelop and maintain strong relationships with...


  • Burlington, Ontario, Canada Elby Professional Recruitment Inc Full time

    Senior Accountant OpportunityWe are seeking a highly skilled Senior Accountant to join our team. This role will focus on project-based accounting, costing, and other financial responsibilities.What We OfferCompetitive compensation packageCompany-paid benefitsOpportunity to work with a well-established companyResponsibilitiesProject budgeting and cost...


  • Burlington, Ontario, Canada Scotiabank Full time

    Financial Advisor OpportunitiesAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.Key Responsibilities:Proactively identify customer needs and provide tailored solutions to meet their...


  • Burlington, Ontario, Canada Meridian Credit Union Full time

    At Meridian Credit Union, our purpose is to make a positive impact on the lives of our Members. Our Retail Banking Practice is dedicated to delivering exceptional Member experiences.Key Responsibilities:Understand the financial needs of our Members and provide tailored advice and recommendations.Offer large or complex credit and investment advice to meet...


  • Burlington, Ontario, Canada Meridian Credit Union Full time

    At Meridian Credit Union, our mission is to deliver exceptional Member experiences by providing personalized financial guidance and advice.Key Responsibilities:Conduct in-depth financial needs assessments to identify opportunities for growth and improvement.Offer expert advice on credit and investment products, ensuring alignment with Member goals and...


  • Burlington, Ontario, Canada Elby Professional Recruitment Inc Full time

    Senior Financial AnalystElby Professional Recruitment Inc is seeking a highly skilled Senior Financial Analyst to join their team in Burlington. As a key member of the FP&A team, you will be responsible for providing financial analysis and planning support to the organization.Key Responsibilities:Develop and maintain financial models and forecasts to support...


  • Burlington, Ontario, Canada Elby Professional Recruitment Inc Full time

    Senior Financial AnalystElby Professional Recruitment Inc is seeking a highly skilled Senior Financial Analyst to join their team in Burlington. As a key member of the FP&A team, you will be responsible for providing financial analysis and planning support to the organization.Key Responsibilities:Develop and maintain financial models and forecasts to support...


  • Burlington, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly skilled Senior Financial Accountant to join our team on a 2-year contract. As a key member of our finance department, you will be responsible for ensuring the accuracy and timeliness of our financial reporting.Key ResponsibilitiesTimely posting of month-end journals, including maintaining appropriate backup and audit...


  • Burlington, Ontario, Canada financial-advisor Full time

    About the RoleWe are seeking a highly skilled Senior Financial Accountant to join our team on a 2-year contract. As a key member of our finance department, you will be responsible for ensuring the accuracy and timeliness of our financial reporting.Key ResponsibilitiesTimely posting of month-end journals, including maintaining appropriate backup and audit...


  • Burlington, Ontario, Canada Vaco Full time

    About the OpportunityWe are seeking an accomplished and highly experienced Accounting Manager to join our public accounting firm. The ideal candidate will have a proven track record in leadership, mentorship, and client management. This role requires a strategic thinker who is ambitious, driven to succeed, and possesses an in-depth understanding of...


  • Burlington, Ontario, Canada CIBC Full time

    About 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...


  • Burlington, Ontario, Canada CIBC Full time

    About 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...


  • Burlington, Ontario, Canada Elby Professional Recruitment Inc Full time

    Senior Financial Analyst OpportunityWe are seeking a highly skilled Senior Financial Analyst to join our team at Elby Professional Recruitment Inc. This is a unique opportunity to work with a growing, privately owned Asset Management client in Ontario.About the RoleThe Senior Financial Analyst will be responsible for building out a structure for the team and...


  • Burlington, Ontario, Canada Mathew Smith Insurance and Financial Services Inc. Full time

    Insurance Account RepresentativeAbout the Role:The successful candidate will be a key point of contact for clients, providing expert advice and tailored solutions to meet their insurance needs. This role requires a strong desire to learn and grow, as well as excellent communication and interpersonal skills.Key Responsibilities:Client Interaction: Engage with...


  • Burlington, Ontario, Canada ENGINEERINGUK Full time

    Senior Accountant, Assurance and AccountingWe're seeking a highly skilled Senior Accountant to join our Assurance & Accounting team. As a trusted advisor, you'll provide comprehensive financial information to clients, enabling them to make informed decisions with confidence.This diverse team of professionals is dedicated to exceeding clients' unique needs...


  • Burlington, Ontario, Canada MNP Full time

    At MNP, we're seeking a skilled Senior Financial Professional to join our Assurance & Accounting team in St. Catharines. This dynamic team of professionals is dedicated to delivering exceptional results for our clients in a rapidly evolving business and financial reporting landscape.Key Responsibilities:Conduct compilation, review, audit, bookkeeping, and...

  • Accounting Bookkeeper

    3 weeks ago


    Burlington, Ontario, Canada GSC Law Professional Corporation Full time

    We are seeking a detail-oriented and organized Accounting Bookkeeper to join our team at GSC Law Professional Corporation. As an Accounting Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Calculate and prepare...

Financial Services Professional

2 months ago


Burlington, Ontario, Canada Meridian Full time
Role Overview

As 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 build strong relationships.

Key Responsibilities
  • 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 to achieve performance objectives
  • Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences
  • 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
  • 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
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
Requirements
  • 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
What's in it for you?

As a Certified Living Wage Employer, you are guaranteed to earn a living wage with us, including an impressive benefits package which includes:

  • Paid vacation time, and other time off
  • Employer-paid health benefits
  • Defined contribution pension matching
  • Financial benefits including free banking, and special rates on mortgages, lines of credits and more
  • Tuition reimbursement program
  • 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.