Financial Services Professional for Client Experience Team
4 weeks ago
Aligned Capital Partners Inc. is a fast-growing investment dealer with a dynamic team looking to expand our business in Burlington.
We have a corporate culture that encourages teamwork, service excellence, creativity, and initiative.
The Client Experience Team is the 'go to' for our Investment Advisor clients, providing them with trust-based support and expertise.
This client-facing role requires a high level of experience working within the financial services industry.
- Provide training to advisors and their branches/teams
- Work on project-specific tasks relating to procedural updates
- 1-3 years' experience providing client service in the investment, banking or related industries – focus on very strong client service skills
- Industry-related academic experience (e.g., Strong MS Office skills)
A successful candidate will be able to work independently in a hybrid home/office environment.
What We OfferWe are committed to a positive employee experience fostered through an open and collaborative work environment.
We invest in our employees' training and development.
-
Global Financial Services Representative
4 weeks ago
Burlington, Ontario, Canada Caterpillar Financial Services Corporation Full timeCaterpillar Financial Services Corporation is a leading provider of financial solutions to customers globally. We are seeking a skilled and experienced Global Financial Services Representative to join our team.As a Global Financial Services Representative, you will play a crucial role in maintaining accurate and thorough records of customer payment history...
-
Senior Accounting Professional
4 weeks ago
Burlington, Ontario, Canada Elby Professional Recruitment Full timeElby Professional Recruitment is seeking an experienced Senior Accountant to join their team as a key member in project-based accounting, costing, and more.About the RoleProject budgeting and cost analysis to ensure efficient financial planning.Confirmation of expenses, payments, and schedules for seamless project execution.Preparation of project reports and...
-
Financial Services Coordinator
1 month ago
Burlington, Ontario, Canada Edward Jones Full timeWe are looking for a highly skilled and motivated Financial Services Coordinator to join our team in Burlington, ON. As a key member of our branch office support team, you will be responsible for delivering exceptional personalized service to our clients.In this role, you will have the opportunity to work closely with our financial advisors to help clients...
-
Financial Services Relationship Specialist
2 weeks ago
Burlington, Ontario, Canada Royal Bank of Canada Full timeRoyal Bank of Canada is committed to delivering trusted advice and helping our clients thrive and communities prosper. We are seeking an experienced Financial Services Relationship Specialist to join our team.Salary: $120,000 - $180,000 per yearAbout the RoleThis senior role is focused on professional relationship management and delivering top-tier financial...
-
Senior Financial Professional
1 month ago
Burlington, Ontario, Canada McKeil Marine Limited Full timeMcKeil Marine Limited, a leading marine service provider in Canada, is seeking an experienced Senior Accountant to join our finance team on a full-time permanent basis.The ideal candidate will possess strong accounting skills, with 3-5 years of experience, and a Bachelor's degree in Accounting or a related field.We offer a dynamic work environment, with...
-
Financial Services Coordinator
2 weeks ago
Burlington, Ontario, Canada Edward Jones Full timeAre you a detail-oriented professional with exceptional communication skills?We are seeking a Branch Office Administrator to join our team in Burlington, ON. As a key member of our branch team, you will be responsible for providing exceptional client service, building strong relationships, and supporting the financial advisor in achieving our clients'...
-
Financial Services Support Specialist
3 weeks ago
Burlington, Ontario, Canada Aligned Capital Partners Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Services Support Specialist to join our Client Experience team in Burlington. In this role, you will work closely with our Advisor clients to provide exceptional support and guidance on day-to-day inquiries and requests.As a key member of our team, you will be responsible for providing training to...
-
Senior Sales Professional
2 weeks ago
Burlington, Ontario, Canada Team Aquatic Supplies Ltd. Full timeWe are seeking a highly motivated and experienced Senior Sales Professional to join our team at Team Aquatic Supplies Ltd. This role will be based in On-site location.Job Summary:The successful candidate will be responsible for promoting sales to existing clients, identifying and soliciting potential clients, assessing client's needs and resources to...
-
Financial Services Manager
1 month ago
Burlington, Ontario, Canada Sodexo Canada Ltd Full timeAbout Us: Sodexo Canada Ltd is a leading provider of quality of life services. Our mission is to improve the quality of life for our customers, employees, and communities around the world.About the Role: We are seeking a highly skilled Financial Services Manager to join our team in Burlington, ON. As a key member of our finance team, you will play a critical...
-
Epsilon Financial Professional
1 month ago
Burlington, Ontario, Canada Thegradcafe Full timeAbout the OpportunityWhy Join UsThegradcafe offers a dynamic and challenging environment where you can grow your career as a Financial Systems Analyst. Our organization is committed to delivering exceptional results, and we are seeking individuals who share our passion for innovation and excellence. As a member of our team, you will have the opportunity to...
-
Burlington, Ontario, Canada Edward Jones Full timeAbout UsAt Edward Jones, we're proud to be a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're committed to providing exceptional service and support to our clients.Our PurposeWe partner for positive impact to improve the lives of our clients and colleagues, and together,...
-
Senior Financial Services Representative
1 month ago
Burlington, Ontario, Canada Landmark Credit Union Full timeJob SummaryWe are seeking a highly skilled and customer-focused Senior Financial Services Representative to join our team at Landmark Credit Union. As a key member of our branch operations, you will be responsible for providing exceptional member service, assisting with loan applications, and promoting financial products and services.This is a full-time...
-
Retail Team Leader
1 month ago
Burlington, Ontario, Canada beBee Professionals Full time $45,000 - $60,000OverviewbeBee Professionals in Burlington is seeking an experienced Retail Team Leader to oversee daily operations and lead the retail team. The successful candidate will be responsible for delivering exceptional customer service, managing staff, and achieving sales goals.Key Responsibilities:Sales Performance: Drive sales growth by overseeing inventory...
-
Burlington, Ontario, Canada Co-operators Assurance et services financiers Full timeJob DescriptionWe are seeking a highly skilled Strategic Marketing Director to lead our marketing efforts in the financial services sector. This is a full-time role based in Canada.About Co-operators Assurance et services financiersCo-operators Assurance et services financiers is a leading Canadian financial services co-operative committed to being a...
-
Senior Accountant
1 month ago
Burlington, Ontario, Canada Elby Professional Recruitment Full timeElby Professional Recruitment is seeking a highly skilled Senior Accountant to join their team in an exciting project management and cost control role.About the RoleThis challenging position reports directly to the Controller and involves working on various accounting projects, ensuring accurate budgeting, cost analysis, and financial reporting. The ideal...
-
Senior Financial Professional with Accounting Expertise
6 minutes ago
Burlington, Ontario, Canada Vaco Full timeAbout the Company: Our client is a leading firm in the services industry, recognized for its commitment to innovation and growth. The company is seeking a Senior Accountant to join its dynamic team, responsible for financial reporting, analysis, and general accounting tasks.Job Summary: This is an exciting opportunity for a seasoned accountant to take on a...
-
Financial Services Professional
3 weeks ago
Burlington, Ontario, Canada Disability Solutions Full timeAbout the PositionIn this hybrid role, you will be responsible for creating and delivering pitch decks, case studies, detailed reviews of clients' portfolios, research, and producing cost-benefit analyses. You will identify value-add opportunities for clients to maintain and nurture strong revenue streams, mutually satisfying business relationships. Key...
-
Financial Services Professional
4 weeks ago
Burlington, Ontario, Canada TD Bank Full timeAbout TD BankTD Bank is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world.
-
Financial Accountant for Burlington Office
3 weeks ago
Burlington, Ontario, Canada beBee Professionals Full time $45,000 - $60,000BeBee Professionals in Burlington is seeking a meticulous Financial Accountant (m/f/d) to join our finance team.About the Company:As a leading professional services firm, beBee Professionals provides comprehensive financial solutions to clients across various industries.Job Summary:We are looking for an experienced Financial Accountant to maintain accurate...
-
Financial Services Specialist
7 days ago
Burlington, Ontario, Canada Disability Solutions Full timeSenior Consultant, Fraud Solutions SpecialistThe estimated salary for this role is $120,000 - $180,000 per year, depending on experience and location.About the CompanyDisability Solutions is a leading provider of global information solutions. Our mission is to help people around the world access the opportunities that lead to a higher quality of life by...