Financial Services Associate Lead

2 weeks ago


Burlington, Ontario, Canada Meridian Full time
About This Role

As a key member of our team, you will play a vital role in delivering exceptional Member experiences and driving business growth.

Key Responsibilities
  • Understand and address the diverse financial needs of our Members, providing personalized advice and solutions to meet their goals.
  • Develop and maintain strong relationships with Members, leveraging your knowledge of Meridian's products and services to create value and drive engagement.
  • Meet and exceed business objectives, leveraging your expertise to identify and capitalize on opportunities.
What You'll Bring
  • Post-secondary education and a minimum of 3 years of experience in a financial services environment, with a proven track record of sales success.
  • Strong business acumen, with a deep understanding of the financial industry and its trends.
  • Minimum MFDA licensing required for this role.
  • Ability to work a flexible schedule, including evenings and Saturdays.
  • Proficiency in Microsoft Office and Outlook, with a willingness to learn and adapt to new technologies.
  • Excellent communication, negotiation, and leadership skills, with a proven ability to build strong relationships.
Why Meridian?

At Meridian, we're committed to fostering a diverse, inclusive, and accessible work environment that values and supports our employees. We offer a comprehensive benefits package, tuition reimbursement, and opportunities for growth and development.



  • 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 Aligned Capital Partners Inc. Full time

    Job SummaryWe are seeking a highly skilled Financial Services Operations Associate to join our team at Aligned Capital Partners Inc. in Toronto. This dynamic role involves supporting the fund operations team with various tasks and responsibilities, including audit, money moves, pricing reviews, and other day-to-day duties.About the RoleThe successful...


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

    Discover a fulfilling career at Meridian Credit Union Ltd, where you can grow professionally and make a meaningful impact on our members' lives.Job OverviewWe are seeking an experienced Financial Service Administrator Lead to join our team. As a key member of our branch sales team, you will play a crucial role in providing exceptional member experiences and...


  • Burlington, Ontario, Canada Tax-Pertise Services Full time

    Job OverviewWe are seeking a highly skilled and organized Financial Services Specialist to join our team at Tax-Pertise Services. As a key member of our team, you will be responsible for preparing income tax returns, invoicing clients, and performing general office duties.


  • Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    About Aligned Capital Partners Inc.Aligned Capital Partners Inc. is a dynamic investment dealer with an ambitious growth strategy. Our corporate culture values teamwork, service excellence, and innovation, creating an ideal environment for professionals to thrive.We are currently hiring for a full-time Senior Investment Operations Associate to join our...


  • Burlington, Ontario, Canada Scotiabank Full time

    Company OverviewScotiabank is a leading bank in the Americas. Our purpose, "for every future," guides us as we help our customers, their families, and communities achieve success through a range of advice, products, and services.SalaryWe offer a competitive compensation package to attract and retain top talent. Based on industry standards and market...


  • Burlington, Ontario, Canada undisclosed Full time

    Our company, a leading provider of innovative building envelope solutions, is seeking a detail-focused Finance Associate to join our dynamic team. The ideal candidate will oversee key accounting functions, ensuring accurate financial reporting, liquidity management, and regulatory adherence.Key ResponsibilitiesManage the month-end closing process, including...


  • Burlington, Ontario, Canada BDFP & Associates LLP Full time

    About the RoleWe are seeking a skilled Financial Accountant to join our team at BDFP & Associates LLP. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with all relevant laws and regulations.Key ResponsibilitiesMaintain...


  • Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. is a fast-growing investment dealer seeking a Senior Investment Operations Associate to join our Client Experience team in Burlington. This role involves working with an internal team – as well as external parties – to deliver exceptional client support to our Financial Advisors.The successful candidate will be responsible...

  • Financial Accountant

    2 weeks ago


    Burlington, Ontario, Canada BDFP & Associates LLP Full time

    About the RoleWe are seeking a detail-oriented and organized Financial Accountant to join our team at BDFP & Associates LLP.The ideal candidate will have experience with manual and computerized bookkeeping systems, as well as general ledger maintenance and financial statement preparation.In this role, you will be responsible for keeping accurate financial...


  • Burlington, Ontario, Canada BDFP & Associates LLP Full time

    About BDFP & Associates LLPWe are a professional services firm that provides accounting and financial solutions to clients.Salary InformationThe estimated salary for this position is between $40,000 and $50,000 per year, based on national averages and industry standards.Job DescriptionThis is an entry-level position that requires a high school diploma or...


  • Burlington, Ontario, Canada Savers Value Village Full time

    Our MissionAs a purpose-driven company, Savers / Value Village champions reuse and inspires a future where secondhand is second nature. Our mission is to supply our stores with gently-used, one-of-a-kind items that have been donated by the community to local nonprofit organizations.What We DoWe purchase these items directly from our nonprofit partners,...


  • Burlington, Ontario, Canada BDFP & Associates LLP Full time

    BDFP & Associates LLP is seeking a highly skilled Financial Accounting Specialist to join our team.About the JobThis role is responsible for maintaining and balancing various financial accounts using manual and computerized bookkeeping systems. The ideal candidate will have a strong background in accounting and financial record-keeping, as well as excellent...


  • Burlington, Ontario, Canada Philthy Philly's Cheesesteak & Poutinerie Full time

    At Philthy Philly's Cheesesteak & Poutinerie, we are looking for a skilled Food Service Associate to join our team. As a Food Service Associate, you will be responsible for providing exceptional customer service and ensuring a smooth dining experience for our guests.Key Responsibilities:Package take-out food and prepare food for servicePortion and wrap...


  • Burlington, Ontario, Canada BURRITO BOYZ Full time

    OverviewBURRITO BOYZ is seeking a motivated Food Service Associate to join our team. This role involves working in a fast-paced environment, providing exceptional customer service and ensuring the efficient operation of our food counter.SalaryThe estimated salary for this position is $25-$35 per hour, based on industry standards and location. With 30-40...


  • Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Job Title: Investment Funds Manager AssociateEstimated Salary: $80,000 - $110,000 per annum, depending on experience.About the RoleWe are seeking a highly skilled and motivated Investment Funds Manager Associate to join our dynamic team at Aligned Capital Partners Inc. in Toronto. As an IFM Associate, you will play a critical role in supporting the fund...

  • Financial Director

    2 weeks ago


    Burlington, Ontario, Canada Go2STAFFING Full time

    Are you a highly skilled financial professional looking for a challenging role? We have an exciting opportunity for a Financial Director at Go2STAFFING. This is a great chance to join our team and utilize your expertise to drive business success.About the RoleWe are seeking an experienced Financial Director who can oversee all aspects of our company's...

  • Financial Controller

    4 weeks ago


    Burlington, Ontario, Canada Go2STAFFING Full time

    Job Description:We are seeking a highly skilled Financial Controller to join our team at Go2STAFFING. As a key member of our organization, you will be responsible for overseeing all financial operations and ensuring the accuracy and timeliness of financial reporting.Main Responsibilities:Financial Reporting: Prepare and present monthly financial statements,...


  • 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 Novalex Inc.] Full time

    Job Description:We are seeking a talented and experienced retail store manager to lead our team and drive sales growth.Key Responsibilities:Lead a Team: Lead a team of sales associates to achieve sales goals and provide excellent customer service.Store Operations: Manage daily store operations, including inventory management, visual merchandising, and loss...