Financial Services Leader

3 days ago

St Catharines, Ontario, Canada Co-operators Full time
{"title": "Financial Advisor Role Overview", "content": "

As a Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who manages your own insurance agency with the support of a well-established company.

You will build strong ties to the community and cultivate long-term relationships with clients through the use of our exclusive technology, tools, and processes.

Key responsibilities include prospecting new clients, conducting reviews, and developing business plans to help Canadians assess and implement solutions to meet their financial security needs.

You will also be responsible for cultivating community relationships, recruiting and selecting talent, and ensuring compliance with corporate policies and industry standards.

What to expect: regular travel to meet with clients, a valid driver's license, and a high degree of confidentiality and discretion.

To be successful, you will remain focused and optimistic, build plans to expand market penetration, and apply an innovative mindset to improve operational efficiencies.

You will also facilitate the adoption of change, create a high-performance culture, and use critical thinking to guide decision making.

Requirements include 3-5 years of management experience in the insurance industry, post-secondary education, and relevant professional designations.

We offer training and development opportunities, opportunities to give back to the community, and a competitive compensation package and benefits program.

", "requirements": "
  • 3-5 years of management experience in the insurance industry or related business experience
  • Post-secondary education in a related field
  • Life licence and General Insurance licence, with Mutual Funds licence as an asset
  • Completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation
", "benefits": "
  • Training and development opportunities
  • Opportunities to give back to the community
  • Competitive compensation package and benefits program
", "lang_code": "en"}

  • Entrepreneurial Financial Services Leader

    3 weeks ago

    St. Catharines, Ontario, Canada Co-operators Full time

    About the Role:We are seeking a highly motivated and entrepreneurial Financial Services Leader to join our team as an exclusive Financial Advisor of Co-operators. As a leader in the insurance industry, you will have the opportunity to build your own insurance agency with the full support of a well-established company.Key Responsibilities:Prospect and acquire...

  • Customer Service Representative

    2 weeks ago

    St. Catharines, Ontario, Canada CT Financial Services Full time

    About the RoleAs a Customer Service Representative at CT Financial Services, you will play a vital role in shaping a positive perception of our company among our corporate customers.Key ResponsibilitiesUnderstand customer needs and communicate effectively to build trust and confidence in our ability to provide service.Support various components of our...

  • Customer Service Representative

    2 weeks ago

    St. Catharines, Ontario, Canada CT Financial Services Full time

    About CT Financial ServicesWe are a leading provider of financial services, dedicated to delivering exceptional customer experiences. Our team is passionate about driving business growth and exceeding customer expectations.Job SummaryWe are seeking a highly skilled Corporate Customer Service Representative to join our team. As a key member of our customer...

  • Financial Services Representative

    1 week ago

    St. Catharines, Ontario, Canada Meridian Full time

    {"h1": "Unlock Your Potential as a Financial Services Representative at Meridian", "p": "At Meridian, we're committed to helping our members achieve their best life. As a Financial Services Representative, you'll play a vital role in delivering exceptional member experiences and providing personalized financial solutions.", "ul": [{"li": "Identify and...

  • Financial Services Representative

    1 week ago

    St. Catharines, Ontario, Canada Meridian Full time

    {"h1": "Unlock Your Potential as a Financial Services Representative at Meridian", "p": "At Meridian, we're committed to helping our members achieve their best life. As a Financial Services Representative, you'll play a vital role in delivering exceptional member experiences and providing personalized financial solutions.", "ul": [{"li": "Identify and...

  • Financial Services Manager

    7 days ago

    St. Catharines, Ontario, Canada Performance Auto Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at Performance Auto Group. As a key member of our sales team, you will be responsible for providing exceptional customer service, managing financial transactions, and driving sales growth.Key ResponsibilitiesAct as a liaison between customers and financial...

  • Financial Services Manager

    7 days ago

    St. Catharines, Ontario, Canada Performance Auto Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at Performance Auto Group. As a key member of our sales team, you will be responsible for providing exceptional customer service, managing financial transactions, and driving sales growth.Key ResponsibilitiesAct as a liaison between customers and financial...

  • Dynamic Operations Leader

    2 weeks ago

    St. Catharines, Ontario, Canada Advantage Personnel Full time

    Job Title: Dynamic Operations LeaderJob Summary: We are seeking a seasoned Operations Executive to lead our Customer Service, Logistics, and Operations teams. As a key member of our leadership team, you will be responsible for driving business growth, improving operational efficiency, and ensuring exceptional customer experiences.Key Responsibilities:Team...

  • Dynamic Operations Leader

    1 week ago

    St. Catharines, Ontario, Canada Advantage Personnel Full time

    Job Title: Dynamic Operations LeaderJob Summary: We are seeking a seasoned Operations Executive to lead our Customer Service, Logistics, and Operations teams. As a key member of our leadership team, you will be responsible for driving business growth, improving operational efficiency, and ensuring exceptional customer experiences.Key Responsibilities:Team...

  • Financial Services Director

    2 days ago

    St. Catharines, Ontario, Canada RTY LOGISTICS LTD Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team at RTY LOGISTICS LTD as a Financial Services Director. The successful candidate will be responsible for allocating resources, establishing departments, and formulating policies to drive organizational growth and success.Key ResponsibilitiesAllocate material, human, and...

  • Financial Services Director

    2 days ago

    St. Catharines, Ontario, Canada RTY LOGISTICS LTD Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team at RTY LOGISTICS LTD as a Financial Services Director. The successful candidate will be responsible for allocating resources, establishing departments, and formulating policies to drive organizational growth and success.Key ResponsibilitiesAllocate material, human, and...

  • Financial Services Professional

    2 weeks ago

    St. Catharines, Ontario, Canada Meridian Full time

    About the RoleAs a Financial Services Associate at Meridian, you will play a key role in providing exceptional member experiences and driving business growth. This is an exciting opportunity to join a dynamic team of financial services professionals who are dedicated to delivering innovative solutions and exceeding member expectations.Key...

  • Business Leader, Assurance Services

    2 weeks ago

    St. Catharines, Ontario, Canada Grant Thornton Full time

    About the RoleWe are seeking a highly skilled and experienced Business Leader, Assurance Services to join our team at Grant Thornton. As a key member of our Assurance Services team, you will be responsible for leading and executing client engagements, providing exceptional client service, and driving business growth.Key ResponsibilitiesLead and execute...

  • Business Leader, Assurance Services

    2 weeks ago

    St. Catharines, Ontario, Canada Grant Thornton Full time

    About the RoleWe are seeking a highly skilled and experienced Business Leader, Assurance Services to join our team at Grant Thornton. As a key member of our Assurance Services team, you will be responsible for leading and executing client engagements, providing exceptional client service, and driving business growth.Key ResponsibilitiesLead and execute...

  • Sales Team Leader

    1 month ago

    St. Catharines, Ontario, Canada 2483848 Ontario Limited Full time

    Position OverviewThe Sales Team Leader is responsible for overseeing the daily operations of the sales department, ensuring that all staff are effectively managed and that customer service standards are met.QualificationsEducation: Secondary (high) school graduation certificateExperience: 1 year to less than 2 years in a supervisory roleWork EnvironmentThis...

  • Director, Senior Commercial Markets Leader

    2 weeks ago

    St. Catharines, Ontario, Canada RBC Full time

    Job Summary:We are seeking a highly skilled and experienced professional to join our team as a Director, Senior Commercial Markets Leader. As a key member of our Commercial Financial Services (CFS) team, you will be responsible for managing a portfolio of large commercial clients and growing their relationships with RBC.Key Responsibilities:Client...

  • Director, Senior Commercial Markets Leader

    2 weeks ago

    St. Catharines, Ontario, Canada RBC Full time

    Job Summary:We are seeking a highly skilled and experienced professional to join our team as a Director, Senior Commercial Markets Leader. As a key member of our Commercial Financial Services (CFS) team, you will be responsible for managing a portfolio of large commercial clients and growing their relationships with RBC.Key Responsibilities:Client...

  • Food Service Operations Leader

    1 month ago

    St. Catharines, Ontario, Canada Aramark Full time

    Job OverviewThe Food Service Operations Leader plays a pivotal role in enhancing the profitability of our operations. This individual is dedicated to ensuring exceptional customer service, safety, sanitation, quality, and consistency while driving sales and managing expenses.Key ResponsibilitiesOversees labor expenses by managing daily staffing levels...

  • Executive Leader

    2 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking an experienced Executive Leader to join our team as a Director of Commercial Markets. As a key member of our Commercial Financial Services (CFS) team, you will be responsible for leading the development and execution of our commercial banking strategy.Key ResponsibilitiesLead the development and execution of our commercial...

  • Executive Leader

    2 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking an experienced Executive Leader to join our team as a Director of Commercial Markets. As a key member of our Commercial Financial Services (CFS) team, you will be responsible for leading the development and execution of our commercial banking strategy.Key ResponsibilitiesLead the development and execution of our commercial...