Financial Services Specialist

3 weeks ago

Toronto, Ontario, Canada Adecco Canada Full time

Adecco Canada is currently hiring a full-time Credit Counsellor to work in a dynamic environment. In this role, you will serve as a financial advocate and educator, helping clients manage their debts, improve their credit, and achieve financial stability. This position requires a compassionate and client-focused approach, as well as a strong understanding of personal finance principles.

Key Responsibilities:
  • Engage with individuals and families as they attempt to work through money challenges, providing them with hope and guidance.
  • Work with clients to develop a money management plan and/or budgeting techniques, helping them transform the way they use credit.
  • Assist clients in finding appropriate and life-changing solutions to their financial problems.
  • Utilize customer relationship management and case management tools to assist clients in finding solutions to their debt and helping them follow through.
  • Build trust with clients to successfully guide them through their decision-making process, allowing them to improve their quality of life and achieve financial wellness.
  • Establish and maintain positive connections with creditors, business partners, and community agencies to advocate for clients and make referrals to other services where applicable.
Requirements:
  • Ability to build strong client relationships through exceptional customer service and interpersonal skills.
  • Ability to adapt to a changing environment and handle multiple priorities.
  • Ability to work independently and cooperatively with fellow employees.
  • Detail-oriented approach, impeccable time management, and organizational skills, proven ability to self-manage responsibilities.
  • Strong interest in learning about personal finance.
  • Strong ability to work with a multicultural public in a personable and empathetic manner.
  • Must be bondable.
  • 3-5 years of experience providing high-quality customer service.
  • Experience with Microsoft Office (Word, Excel, Outlook).
  • Past work experience in Credit Counselling, credit industry, or financial services is an asset.
  • Experience with Hubspot is an asset.
  • Background in accounting or business is an asset.

  • Financial Services Specialist

    3 weeks ago

    Toronto, Ontario, Canada OTT Financial Inc. Full time

    We are seeking a skilled Financial Services Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong background in finance and be able to provide exceptional client service.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake...

  • Financial Services Specialist

    3 weeks ago

    Toronto, Ontario, Canada OTT Financial Inc. Full time

    Job Summary: We are seeking a highly skilled Financial Services Specialist to join our team at OTT Financial Inc. As a key member of our team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial goals...

  • Financial Reporting Specialist

    3 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we are committed to providing our clients with exceptional investment and advisory services. We are seeking a highly skilled Financial Reporting Specialist to join our team.Job OverviewThe Financial Reporting Specialist will be responsible for ensuring the accuracy and timeliness of financial reports and tax compliance for our mutual funds,...

  • Financial Reporting Specialist

    4 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Financial Reporting SpecialistQuestrade Financial Group is seeking a highly skilled Financial Reporting Specialist to join our finance team. As a Financial Reporting Specialist, you will be responsible for providing support to the finance team with monthly, quarterly, and annual financial reporting needs.Key Responsibilities:Assist with the monthly...

  • Financial Services Professional

    3 weeks ago

    Toronto, Ontario, Canada OTT Financial Inc. Full time

    We are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial records to develop...

  • Financial Operations Specialist

    2 hours ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Job SummaryQuestrade Financial Group is committed to helping our customers become more financially successful and secure. We are looking for a skilled Financial Operations Specialist - Transfer Services to join our team.About UsWe are everything a traditional financial institution is not. At Questrade, you will be constantly moving forward, bringing the...

  • Financial Reporting Specialist

    3 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Financial Reporting Specialist Job DescriptionQuestrade Financial Group is committed to helping our customers achieve financial success and security. We are a collaborative team that values diversity and inclusion, and we are looking for a skilled Financial Reporting Specialist to join our team.Key ResponsibilitiesAssist with monthly, quarterly, and annual...

  • Financial Services Professional

    3 weeks ago

    Toronto, Ontario, Canada OTT Financial Inc. Full time

    We are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key Responsibilities:Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop...

  • Financial Planning Specialist

    1 week ago

    Toronto, Ontario, Canada OTT Financial Inc. Full time

    We are seeking a skilled Financial Planning Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong understanding of financial planning principles and be able to analyze clients' financial records to develop effective financial plans.Responsibilities:Analyze clients' financial records to identify areas for improvementDevelop...

  • Financial Reporting Specialist

    3 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Financial Reporting SpecialistQuestrade Financial Group is committed to helping our customers achieve financial success and security. We are a forward-thinking organization that values collaboration, diversity, and inclusion. As a Financial Reporting Specialist, you will play a key role in providing support to the finance team with monthly, quarterly, and...

  • Financial Reporting Specialist

    3 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Financial Reporting Specialist RoleAt Questrade Financial Group, we are seeking a skilled Financial Reporting Specialist to join our finance team. This role is responsible for providing support to the finance team with monthly, quarterly, and annual financial reporting needs.Key ResponsibilitiesAssist with the monthly consolidation process in Netsuite,...

  • Financial Reporting Specialist

    3 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we're committed to providing a safe and inclusive work environment where employees can thrive. As a Financial Reporting Specialist, you'll play a critical role in ensuring the accuracy and timeliness of our financial reports.Key ResponsibilitiesReview and analyze financial data to ensure compliance with regulatory requirementsPrepare and...

  • Financial Data Specialist

    3 weeks ago

    Toronto, Ontario, Canada TL Debt Management and Financial Services Inc. Full time

    We are seeking a skilled Financial Data Specialist to join our team at TL Debt Management and Financial Services Inc. The ideal candidate will have experience in accounting and bookkeeping, with a strong focus on financial recordkeeping and payroll management.Key Responsibilities:Calculate and prepare cheques for payrollKeep financial records and establish,...

  • Financial Reporting Specialist

    3 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we foster a culture that empowers employees to take ownership of meaningful work, grow through challenging projects, and work on innovative products. We are committed to providing individuals and institutions with the highest-quality investments and advice.Job OverviewThe Financial Reporting Specialist will be responsible for ensuring the...

  • Financial Services Representative

    2 months ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Key Responsibilities:Achieve sales targets and drive store profitabilityDeliver exceptional customer service and sales experiencesIdentify customer needs and provide tailored solutionsManage cash transactions accurately and efficientlyCommunicate with customers regarding account balances and payment termsEnsure all paperwork is completed with precision and...

  • Financial Services Representative

    1 month ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Key Responsibilities:Achieve sales targets and drive store profitabilityDeliver exceptional customer service and sales experiencesIdentify customer needs and provide tailored solutionsManage cash transactions accurately and efficientlyCommunicate with customers regarding account balances and payment termsEnsure all paperwork is completed with precision and...

  • Financial & Tax Reporting Specialist

    3 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we strive to create a workplace where everyone feels empowered to contribute and grow. As a Financial & Tax Reporting Specialist, you will play a vital role in ensuring the accuracy and compliance of our financial reports.Key ResponsibilitiesReview and analyze tax distributions and allocations for mutual funds, ETFs, and closed-end...

  • Marketing Communications Specialist

    4 days ago

    Toronto, Ontario, Canada ORION Financial Services Full time

    Job DescriptionORION Financial Services is seeking a Marketing Communications Specialist to join our team. As a Marketing Communications Specialist, you will be responsible for developing and implementing effective marketing communications strategies to promote our brand and services.Key Responsibilities:Develop and execute marketing communications plans to...

  • Digital Financial Security Specialist

    4 days ago

    Toronto, Ontario, Canada Float Financial Solutions Inc. Full time

    About FloatAt Float Financial Solutions Inc., we're a customer-obsessed and passionate team that's rethinking how companies access capital, streamline spending, and manage growth. Our innovative platform is backed by world-class investors like Tiger Global and Golden Ventures.We're seeking a talented Digital Financial Security Specialist to join our team and...

  • Financial Services Manager

    4 weeks ago

    Old Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Job Title: Financial Services ManagerWe are seeking a highly motivated and experienced Financial Services Manager to join our team at Momentum Financial Services Group.Job SummaryThe successful candidate will be responsible for driving store profitability by leading and developing a team of Financial Service Representatives to promote our financial products...