Financial Services Professional
2 weeks ago
At Meridian, we're seeking a highly skilled Financial Services Associate to join our team of dedicated professionals. As a key member of our Retail Banking Practice, you'll play a vital role in delivering exceptional Member Experience.
Key Responsibilities:- Understand the financial needs of our Members and provide tailored advice and recommendations.
- Meet and exceed specific individual and team-based business goals.
- Manage Member portfolios to build genuine relationships and provide flawless service experiences.
- Provide investment advice and identify solutions that meet Member needs.
- Recommend credit products based on accurate and appropriate credit interviewing and underwriting skills.
- Engage in revenue generation and sales-based activities to achieve performance objectives.
- Post-secondary education with at least 3 years of equivalent work experience in a financial services environment.
- Strong business and financial industry knowledge, with a desire for career growth within the financial services industry.
- At minimum, MFDA licensing is required for most roles.
As a Certified Living Wage Employer, you'll enjoy a comprehensive benefits package, including paid vacation time, employer-paid health benefits, and a defined contribution pension matching program.
Join our team and benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success.
Meridian is Ontario's largest credit union, helping to grow the lives of our more than 360,000 Members. We're committed to promoting an inclusive, accessible environment where all employees and customers feel valued, respected, and supported.
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Financial Services Professional
3 weeks ago
Owen Sound, Canada Royal Bank of Canada> Full timeUnlock Your Potential as a Financial Services ProfessionalRoyal Bank of Canada is seeking a talented individual to join our team as a Financial Services Professional. As a key member of our wealth management team, you will be responsible for building and managing long-term client relationships, leveraging your investment strategy to create customized wealth...
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Financial Services Professional
2 days ago
Owen Sound, Canada Meridian Full timeFinancial Services Associate RoleAt Meridian, our goal is to offer the best experience for our Members.We're seeking a Financial Services Associate to join our team.
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Financial Services Professional
3 weeks ago
Owen Sound, Canada Meridian Full timeKey ResponsibilitiesAs a Financial Services Associate at Meridian, you will be responsible for understanding the financial needs of our Members and providing tailored advice and recommendations to meet their goals.You will work closely with our Members to identify and promote solutions that add value to their financial lives, including investment advice and...
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Financial Services Associate
2 weeks ago
Owen Sound, Canada Meridian Full timeJob SummaryMeridian is seeking a highly skilled Financial Services Associate to join our team. As a key member of our financial services team, you will be responsible for providing exceptional member experience and delivering financial solutions that meet the needs of our members.Key ResponsibilitiesUnderstand the financial needs of our members and provide...
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Sun Life Financial Professional
1 week ago
Owen Sound, Canada Sun Life Full timeSun Life Financial Advisor RoleAre you looking for a career that offers financial independence and work-life balance? As a Sun Life financial advisor, you will have the opportunity to build your own business and enjoy the rewards of entrepreneurship.Key Responsibilities:Grow your business by prospecting within your network and in your communityMeet with...
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Financial Services Associate
3 weeks ago
OWEN SOUND, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Associate to join our Wealth Management team in Owen Sound. As a key member of our team, you will be responsible for providing exceptional client service, supporting the Investment Advisor team, and contributing to the growth and success of our clients.Key ResponsibilitiesSupport the Investment Advisor...
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Customer Service Representative
4 months ago
Owen Sound, Canada BMO Financial Group Full time1150 16th Street East Owen Sound Ontario,N4K 1Z3 This is a casual position with no set hours. You will be required to be flexible and able to work at multiple branches within a nearby radius. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the...
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Financial Services Manager
4 days ago
Owen Sound, Canada Baker Tilly Full timeJob SummaryAt Baker Tilly, we are seeking an experienced Senior Accountant to join our team in Owen Sound, Ontario. As a key member of our assurance team, you will be responsible for providing high-quality financial services to our clients. This role is ideal for a professional with a strong accounting background and excellent technical skills.Key...
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Administrative Professional, Financial Reporting
2 months ago
Owen Sound, Canada BDO Full time**Putting people first, every day** BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...
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Accounting Supervisor
2 weeks ago
Owen Sound, Canada Black Box Consultancy Services Incorporated Full timeJob Summary: We are seeking an experienced Accounting Supervisor to join our team at Black Box Consultancy Services Incorporated. The successful candidate will be responsible for overseeing the financial operations of the company, ensuring accuracy and efficiency in all financial transactions.Key Responsibilities:Schedule events, programs, and activities to...
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Financial Services Professional
2 months ago
Parry Sound, Canada Scotiabank Full timeAbout the RoleWhat Your Role Will Be...A Financial Advisor at Scotiabank will be responsible for providing exceptional customer service and building strong relationships with clients to help them achieve their financial goals.What You'll Be Doing...Take a proactive approach to understanding customer needs and providing personalized financial solutionsDevelop...
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Financial Services Professional
2 months ago
Parry Sound, Canada Scotiabank Full timeAbout the RoleWhat Your Role Will Be...A Financial Advisor at Scotiabank will be responsible for providing exceptional customer service and building strong relationships with clients to help them achieve their financial goals.What You'll Be Doing...Take a proactive approach to understanding customer needs and providing personalized financial solutionsDevelop...
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Financial Reporting Assistant
3 weeks ago
Owen Sound, Canada BDO Full timePutting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters personal and professional growth.Your OpportunityOur team is seeking a...
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Transportation Professional
2 months ago
Owen Sound, Canada First Student Shared Services Full timeAbout the RoleAs a School Bus Driver with First Student Shared Services, you will play a vital role in ensuring the safe transportation of students to and from school. Our team of professional drivers is dedicated to providing reliable and quality services to our clients.Key ResponsibilitiesOperate a school bus safely and efficiently, adhering to all traffic...
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Transportation Professional
2 months ago
Owen Sound, Canada First Student Shared Services Full timeAbout the RoleAs a School Bus Driver with First Student Shared Services, you will play a vital role in ensuring the safe transportation of students to and from school. Our team of professional drivers is dedicated to providing reliable and quality services to our clients.Key ResponsibilitiesOperate a school bus safely and efficiently, adhering to all traffic...
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Financial Reporting Assistant
1 month ago
Owen Sound, Canada BDO Full timeEmpowering Excellence in Financial ReportingBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a culture of growth and development.Your...
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Financial Reporting Assistant
1 month ago
Owen Sound, Canada BDO Full timeEmpowering Excellence in Financial ReportingBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a culture of growth and development.Your...
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Financial Reporting Assistant
3 weeks ago
Owen Sound, Canada BDO Full timePutting People First, Every DayBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.Your...
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Financial Reporting Assistant
3 weeks ago
Owen Sound, Canada BDO Full timePutting People First, Every DayBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.Your...
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Financial Reporting Specialist
2 days ago
Owen Sound, Canada BDO Full timeBDO's Financial Reporting TeamWe are seeking a detail-oriented Financial Reporting Specialist to join our team in Owen Sound.About the RolePreparation of financial statements for Notice to Reader and Review engagementsWorking files for income tax and information returns for a variety of client sizesCorporate and/or personal tax returns including information...