Small Business Financial Advisor
1 week ago
We are seeking a highly skilled and experienced Small Business Financial Advisor to join our team at Meridian. As a key member of our Business Banking team, you will be responsible for providing exceptional financial services to small business owners, helping them achieve their goals and succeed in their ventures.
Key Responsibilities- Portfolio Management: Manage a portfolio of member accounts, providing personalized financial advice and solutions to meet the unique needs of small business owners.
- Business Development: Develop and maintain relationships with existing clients, identifying opportunities to sell or refer new products and services.
- Financial Analysis: Analyze financial statements and provide recommendations to help small business owners make informed decisions about their financial futures.
- Credit Risk Management: Manage credit risk by completing credit reviews, authorizing, renewing or declining member requests, and preparing documentation.
- Networking: Establish and maintain relationships with local business leaders, identifying opportunities to grow our business and provide value to our members.
- Education: Post-secondary education in a business or related field, or relevant working experience.
- Experience: 3-5 years of experience in a relevant financial services environment, including credit training, financial analysis, and personal banking services.
- Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work independently and collaboratively as part of a team.
Meridian is Ontario's largest credit union, with over 360,000 members and 89 retail branches across the province. We are committed to helping our members achieve their best life, and we are seeking a talented and dedicated individual to join our team.
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Small Business Financial Advisor
1 week ago
St. Catharines, Ontario, Canada Meridian Full timeJob SummaryMeridian is seeking a highly skilled Small Business Financial Advisor to join our team. As a key member of our Business Banking team, you will be responsible for providing exceptional service and sound financial advice to Small Business owners, helping them to achieve their business and personal goals.Key ResponsibilitiesManage a portfolio of...
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Small Business Financial Advisor
5 days ago
St. Catharines, Ontario, Canada Meridian Full timeJob SummaryMeridian is seeking a highly motivated and experienced Small Business Advisor to join our team. As a key member of our Business Banking Practice, you will be responsible for contributing to the overall success of the organization by achieving sales through business development, retention of Members, and referrals.Key ResponsibilitiesManage a...
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Financial Advisor
2 weeks ago
St. Catharines, Ontario, Canada Sun Life Financial Full timeUnlock Your Potential as a Financial Advisor at Sun Life FinancialAre you a motivated and goal-oriented individual looking to build a rewarding career in finance? Do you enjoy helping others achieve their financial goals and securing their financial futures? If so, we invite you to explore the exciting opportunities available to you as a Financial Advisor at...
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Financial Advisor
3 weeks ago
St. Catharines, Ontario, Canada Sun Life Financial Full timeUnlock Your Potential as a Financial Advisor at Sun Life FinancialAre you a motivated and goal-oriented individual looking to build a rewarding career in finance? Do you enjoy helping others achieve their financial goals and securing their financial futures? If so, we invite you to explore the exciting opportunities available to you as a Financial Advisor at...
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Financial Advisor
3 weeks ago
St. Catharines, Ontario, Canada Sun Life Financial Full timeUnlock Your Potential as a Financial Advisor at Sun Life FinancialAre you a motivated and goal-oriented individual looking to build a rewarding career in finance? Do you enjoy helping others achieve their financial goals and securing their financial futures? If so, we invite you to explore the exciting opportunities available to you as a Financial Advisor at...
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Advisor
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Sun Life Financial Advisor Opportunity
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Sun Life Financial Advisor Opportunity
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St. Catharines, Ontario, Canada Sun Life Financial Full timeAre you looking for a career that offers unlimited earning potential and the freedom to build your own business? As a Sun Life Financial Advisor, you will have the opportunity to work with clients to help them achieve their financial goals and live healthier lives.Key Responsibilities:Build relationships with clients and understand their financial needs and...
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Sun Life Financial Advisor
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Sun Life Financial Advisor
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Sun Life Financial Advisor
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Sun Life Financial Advisor
4 weeks ago
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Sun Life Financial Advisor
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Agriculture Specialist
2 weeks ago
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St. Catharines, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking an experienced Agriculture Specialist to join our Business Banking team at Scotiabank. As an Agriculture Specialist, you will be responsible for developing and maintaining relationships with farmers and ranchers, providing advice and financing solutions to help them succeed in their businesses.Key ResponsibilitiesGrow the...
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St. Catharines, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking an experienced Agriculture Specialist to join our Business Banking team at Scotiabank. As an Agriculture Specialist, you will be responsible for developing and maintaining relationships with farmers and ranchers, providing advice and financing solutions to help them succeed in their businesses.Key ResponsibilitiesGrow the...
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Agriculture Business Development Specialist
2 months ago
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Banking Advisor
4 weeks ago
St. Catharines, Ontario, Canada Royal Bank of Canada Full timeJob Title: Banking AdvisorAt Royal Bank of Canada, we are seeking a highly motivated and client-focused Banking Advisor to join our team. As a Banking Advisor, you will play a key role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Proactively engage with clients to understand their financial needs and provide...
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Banking Advisor
4 weeks ago
St. Catharines, Ontario, Canada Royal Bank of Canada Full timeJob Title: Banking AdvisorAt Royal Bank of Canada, we are seeking a highly motivated and client-focused Banking Advisor to join our team. As a Banking Advisor, you will play a key role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Proactively engage with clients to understand their financial needs and provide...
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Financial Services Professional
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St. Catharines, Ontario, Canada Scotiabank Full timeAbout the RoleSenior Financial AdvisorAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.Key...