Financial Services Professional

5 days ago


Windsor, Ontario, Canada National Bank Full time
About the Role:
As a Banking Advisor at National Bank, you will have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues. This is a varied role that offers opportunities for development and allows you to work in a friendly and analytical approach to offer a people-centric experience for branch clients.

Your Responsibilities:
• Listen to clients' needs and resolve complex situations
• Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance, and estate planning needs
• Support clients through the mortgage renewal or renegotiation process
• Ensure client satisfaction and engagement
• Refer clients to specialist colleagues for their specific needs
• Ensure adherence to compliance and risk management rules

About the Team:
You will be working with a team of experts specializing in investment, mortgage financing, and other areas. The team values passionate people and bold ideas and works together to ensure clients reach their goals and colleagues do what they love. With access to personalized training content and colleagues with a wide range of expertise, experience, and backgrounds, you will have the opportunity to enrich all aspects of your development.

What You Need to Succeed:
• Hold a college diploma (DEC) or equivalent
• Advisory service experience
• Inclusive attitude and openness to diversity
• Languages: English
• Skills: Press space or enter keys to toggle section visibility Accountability Brand Ambassadorship Business Development Client Education Client Engagement Client-focused Communication Customer Relationship Management Digital literacy Diversity & Inclusion Driving Results Emotional Intelligence Empathy Funding Humility

About Our Benefits:
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include a health and wellness program, group insurance, pension plan, Employee Share Ownership Plan, Employee and Family Assistance Program, preferential banking services, and opportunities to get involved in community initiatives.

About Us:
We are a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates.

  • Windsor, Ontario, Canada Meridian Full time

    OverviewAt Meridian, we are committed to providing exceptional financial services to our Members. With a rich history spanning over 75 years, we have established ourselves as Ontario's largest credit union and second-largest in Canada.Salary and BenefitsWe offer a competitive salary range of $60,000 - $80,000 per year, plus benefits that include paid...


  • Windsor, Ontario, Canada Keizer Solutions Inc. Full time

    Job Title: Financial Services Professional - Accounting and BookkeepingWe are seeking a highly skilled Financial Services Professional to join our team at Keizer Solutions Inc.About the Role:This is a permanent position, working 35 to 40 hours per week in an urban area. The ideal candidate will have a strong educational background, preferably with a...


  • Windsor, Ontario, Canada Capital Assist (Valuation) Full time

    Role OverviewWe are seeking a skilled Financial Services Professional to join our team in Windsor, Ontario. As a Staff Accountant, you will play an integral role in supporting and managing various aspects of our engagements, focusing on accounting and assurance services.ResponsibilitiesSupport the accounting and assurance practice by preparing accounting...


  • Windsor, Ontario, Canada Royal Bank of Canada Full time

    OverviewRoyal Bank of Canada is a leading financial institution committed to delivering exceptional customer service. As a Financial Advisor Intern, you will play a key role in providing tailored financial advice and solutions to clients, driving team sales results, and contributing to a dynamic and collaborative work environment.About the RoleThis part-time...


  • Windsor, Ontario, Canada National Bank Full time

    About This RoleAt National Bank, we're dedicated to helping our clients achieve their goals and improve their lives. As a Banking Advisor, you'll play a critical role in providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Provide expert advice...


  • Windsor, Ontario, Canada Casilco Corporation Full time

    Job Title: Financial Analyst ProfessionalAbout Us: At Casilco Corporation, we strive to provide innovative solutions and excellent service. Our team is dedicated to fostering a collaborative environment where everyone has the opportunity to grow.Salary: $60,000 - $80,000 per yearJob Description:Overview:We are seeking an experienced Financial Analyst to join...


  • Windsor, Ontario, Canada Casilco Corporation Full time

    Company OverviewCasilco Corporation is a dynamic organization that requires a skilled Financial Accountant to join our team.We are committed to providing exceptional service to our clients and strive to maintain the highest standards of integrity, reliability, and professionalism.

  • Financial Accountant

    3 weeks ago


    Windsor, Ontario, Canada BITTS Testing Services Inc. Full time

    Job SummaryBITTS Testing Services Inc. is seeking a detail-oriented Financial Accountant to join our team. The ideal candidate will have excellent bookkeeping skills, attention to detail, and the ability to work in a fast-paced environment.We offer a competitive salary of $40,000 - $50,000 per year, depending on experience, along with 30-35 hours of work per...


  • Windsor, Ontario, Canada Ilahsol Accounting Services Full time

    About the RoleWe are seeking a diligent Financial Accountant Assistant to join our team at Ilahsol Accounting Services.ResponsibilitiesCalculate and prepare cheques for payroll in a timely manner, ensuring accuracy and attention to detail.Maintain comprehensive financial records, establishing, updating, and balancing various accounts using manual and...


  • Windsor, Ontario, Canada BMO Financial Group Full time

    Vue d'ensemble de l'entreprise :">BMO est une entreprise leader dans le secteur financier canadien, dédiée à offrir des services bancaires innovants et personnalisés aux particuliers et aux entreprises. Notre raison d'être est de faire la différence dans la vie de nos clients, leurs collectivités et notre personnel.

  • Financial Manager

    1 week ago


    Windsor, Ontario, Canada Chartered Professional Accountants Full time

    About the Role:We are seeking a highly skilled Financial Manager to oversee all financial functions and lead our supply chain operations.Responsibilities:Financial Management: Lead the preparation of budgets, financial forecasts, and variance reports. Oversee all accounting functions, including banking, accounts receivable (A/R), accounts payable (A/P),...


  • Windsor, Ontario, Canada Logic Executive Search & Workplace Solutions Full time

    At Logic Executive Search & Workplace Solutions, we strive to be a valued strategic business partner providing the highest level of executive recruitment expertise and customized workplace strategies.We have an exciting opportunity for a Senior Financial Professional to join one of the largest and fastest-growing public accounting firms in Canada. The ideal...

  • Financial Accountant

    4 weeks ago


    Windsor, Ontario, Canada Ilahsol Accounting Services Full time

    Job DescriptionWe are seeking a highly skilled Financial Accountant to join our team at Ilahsol Accounting Services. The successful candidate will be responsible for calculating and preparing cheques for payroll, maintaining financial records and establishing, balancing various accounts using manual and computerized bookkeeping systems.Main...


  • Windsor, Ontario, Canada Elevate RS Corp Full time

    About the Company:Elevate RS Corp is a forward-thinking organization seeking an experienced financial professional to join our team.Job Overview:We are looking for a skilled accountant with a background in external accounting to manage corporate and personal tax returns, year-end processes, cash flows, bank reconciliations, and internal audits.Key...


  • Windsor, Ontario, Canada Ilahsol Accounting Services Full time

    Job DescriptionWe are seeking a skilled Financial Accounting Specialist to join our team at Ilahsol Accounting Services. 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...

  • Financial Accountant

    3 weeks ago


    Windsor, Ontario, Canada BITTS Testing Services Inc. Full time

    Job DescriptionWe are seeking a skilled Financial Accountant to join our team at BITTS Testing Services Inc. This role is responsible for maintaining the company's financial records, preparing financial statements, and ensuring compliance with accounting standards.The successful candidate will have 1-2 years of experience in bookkeeping and accounting, with...

  • Financial Accountant

    4 weeks ago


    Windsor, Ontario, Canada Ilahsol Accounting Services Full time

    We are seeking an experienced Bookkeeper to join our team at Ilahsol Accounting Services. The ideal candidate will have a strong background in bookkeeping and financial record-keeping, with the ability to maintain accurate and up-to-date records.The Bookkeeper will be responsible for calculating and preparing cheques for payroll, maintaining general ledgers...


  • Windsor, Ontario, Canada Ilahsol Accounting Services Full time

    Job DescriptionWe are seeking a skilled Financial Accountant Specialist to join our team at Ilahsol Accounting Services.The ideal candidate will have experience in financial record-keeping, journal entries, and account reconciliations. You will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and...


  • Windsor, Ontario, Canada Baker Tilly Full time

    Baker Tilly Windsor seeks an accomplished Financial Services Leader to join our Assurance & Advisory practice. This role offers a unique opportunity to excel in a dynamic public accounting environment.We are one of the largest firms of chartered professional accountants in Canada, providing a comprehensive range of accounting, auditing, tax and business...


  • Windsor, Ontario, Canada BMO Financial Group Full time

    BMO Groupe financier Salaire : $33 850,00 - $43 500,00À BMO, nous sommes animés par une raison d'être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d'être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens.Rôle principalL'Agent de service client...