25 meilleures offres (financial representative, milton, on) (à pourvoir)

Licensed Financial Service Representative
Your Neighbourhood Credit Union —Brantford, ON
- De 65 000 $ à 71 000 $ par an
- Temporaire
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Programmes de Bien-être
- Assurance Dentaire
Financial Sales Representative
Kings Trust Exchange —Toronto, ON
- De 17,60 $ à 20,00 $ de l’heure
- Temps partiel
- Vente
- Sens de l'organisation
- Services financiers
Postuler rapidement
Financial Services Representative II
CIBC —Guelph, ON
- Temps plein
- Vente
Customer Service Representative
BMO Financial Group —Milton, ON
- De 34 750 $ à 47 250 $ par an
- Temps partiel
- Vente
- Pas d'expérience requise
- Compétences en communication
- Bourses d'Études
- Assurance Vie
il y a 6 jours
Mobile Financial Services Representative
CIBC —Burlington, ON
- Fins de semaine au besoin
- Vente
- En présentiel
il y a 9 jours
Wealth Advisor/Financial Planner
Fidelity Investments —Toronto, ON
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Télétravail
- Bilingue
- Anglais
- Baccalauréat
- Régimes de participation aux bénéfices
- Bourses d'Études
Director of Field Support
PuroClean Canada —Georgetown, ON
- Temps plein
- Déplacements à prévoir
- Sens de l'organisation
- Construction et rénovation
- Assurance Dentaire
- Congés payés
Postuler rapidement
Real Estate Agent — Leads Provided
Woolcott Real Estate —Hamilton, ON
- De 100 000 $ à 400 000 $ par an
- Temps plein
- Bilingue
- Service à la clientèle
- Expérience administrative
- Heures d'arrivée et de départ flexibles
Postuler rapidement
il y a 7 jours
Associate, Financial Planner
Canaccord Genuity Corp. —Oakville, ON
- De 75 000 $ à 80 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Real Estate Agent — Leads Provided
Woolcott Real Estate —Burlington, ON
- De 100 000 $ à 400 000 $ par an
- Temps plein
- Bilingue
- Service à la clientèle
- Expérience administrative
- Heures d'arrivée et de départ flexibles
Postuler rapidement
il y a 7 jours
Compliance Divisions Support Manager
The Bridg Group of Companies —Woodbridge, ON
- De 60 000 $ à 75 000 $ par an
- Fins de semaine au besoin
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
il y a 1 jour
Department Sales Manager, Performance
Team Town Sports —Mississauga, ON
- De 45 000 $ à 55 000 $ par an
- Temps plein
- Service à la clientèle
- Gestion de vente au détail
- Leadership
Financial Services Manager - Oakville Volkswagen (OVW)
WEINS Auto Group —Oakville, ON
- De 60 000 $ à 110 000 $ par an
- Bourses d'Études
- Programme d'Aide aux Employés
Postuler rapidement
Outside Sales Representative – $225K–$300K+ Potential | Company Leads + Paid Training
Magic Windows & Doors —Toronto, ON
- De 225 000 $ à 300 000 $ par an
- Temps plein
- Vente
- Salesforce
- En présentiel
- Travail à domicile
- Heures d'arrivée et de départ flexibles
Postuler rapidement
il y a 1 jour
AVP, Accounting & Financial Controls
IVARI —Toronto, ON
- De 125 000 $ à 175 000 $ par an
- Temps plein
- Esprit d'analyse
- Baccalauréat
- Comptabilité
- Assurance Dentaire
Postuler rapidement
Specialist, Accounts Payable
Canadian Tire Corporation, Ltd. —Oakville, ON
- De 44 000 $ à 73 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Réductions Tarifaires
- Programmes de Bien-être
Postuler rapidement
Distribution Account Manager
IVARI —Toronto, ON
- De 98 000 $ à 132 000 $ par an
- Temps plein
- Bilingue
- Anglais
- Capacités de présentation
Postuler rapidement
Regional Supervisor
Canaccord Genuity Corp. —Toronto, ON
- De 85 000 $ à 95 000 $ par an
- Temps plein
- Microsoft Office
- Sens de l'organisation
Comptroller
EFRY Hope and Help for Women —Brampton, ON
- De 141 000 $ à 147 000 $ par an
- Temps plein
- Esprit d'analyse
- Baccalauréat
- Comptabilité
- Assurance Dentaire
- Assurance Vie
Postuler rapidement
Government Fixed Income Trader
Canaccord Genuity Corp. —Toronto, ON
- De 95 000 $ à 125 000 $ par an
- Temps plein
- Esprit d'analyse
- Construction et rénovation
Distribution Account Manager
IVARI —Toronto, ON
- De 98 000 $ à 132 000 $ par an
- Temps plein
- Capacités de présentation
- Diplôme universitaire non requis
- Compétences en communication
Postuler rapidement
Manager Finance
Canaccord Genuity Corp. —Toronto, ON
- De 100 000 $ à 110 000 $ par an
- Temps plein
- Microsoft Excel
- Microsoft Access
- SQL
Privacy Compliance Manager
IVARI —Toronto, ON
- De 96 000 $ à 132 000 $ par an
- Temps plein
- Esprit d'analyse
- Gestion de projet
- Compétences en communication
- Assurance Dentaire
Postuler rapidement
Manager Treasury
Canaccord Genuity Corp. —Toronto, ON
- De 120 000 $ à 130 000 $ par an
- Temps plein
- Microsoft Excel
- Finance
- Esprit d'analyse
Investment Advisor Assistant
Canaccord Genuity Corp. —Toronto, ON
- De 65 000 $ à 70 000 $ par an
- Temps plein
- Salesforce
- Microsoft Office
- Sens de l'organisation

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial representative (milton, on)

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Licensed Financial Service Representative

Your Neighbourhood Credit Union
Brantford, ON

Postuler dès maintenant

Détails du poste

Temporaire | Temps plein

Avantages

Assurance Maladie Complémentaire
Programmes de Bien-être
Cotisation égale au RÉER
Assurance Dentaire
Congés payés
Événements d'Entreprise
Programme d'Aide aux Employés
Assurance Vision
Assurance Vie
Stationnement sur place

Compétences

Microsoft Word
Investissement
Microsoft Excel
Microsoft Outlook
Cours Fonds d'investissement au Canada (FIC)
Études postsecondaires
Anglais
Microsoft Office
Finance
Diplôme d'études secondaires
Développement commercial
Services financiers
Affaires

Description complète du poste

Please note: The position has been posted under a more commonly recognized title to help attract candidates with relevant experience. The official title of the role is Member Relationship Manager – Licensed.

Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?

Here at Your Neighbourhood Credit Union (YNCU), we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.

The Role

The Member Relationship Manager is responsible for building new and lasting relationships with Your Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs. Through exceptional and caring service, the MRM delivers a member experience focused on sound advice that matters most to members through all financial stages of life, and reflects YNCU’s vision.

Member Engagement & Financial Advisory (90%)

Deliver Exceptional Service: Build and enhance member relationships by providing caring and professional service, responding promptly to their needs.
Proactive Member Interaction: Engage with members within the branch and the community to uncover banking needs, offer assistance, and identify opportunities for referrals.
Financial Solutions: Advise on a comprehensive range of financial products and services, including loans, mortgages, lines of credit, deposits, and investment vehicles.
Member Education: Educate members, leveraging technology to enhance their banking experience and ensure business retention.
Business Development: Develop new business opportunities through outreach programs, networking, and acting as an ambassador of YNCU.
Cross-Functional Collaboration: Work closely with internal partners to provide comprehensive financial solutions and make qualified referrals.
Strategic Planning: Plan activities to achieve both short-term and long-term objectives, ensuring timelines are met.
Issue Resolution: Take ownership of resolving member service issues, ensuring high satisfaction levels.

Branch Operations & Occasional Supervisory Support (10%)

Operational Oversight: Assist in implementing business promotion campaigns and contribute ideas to help the branch team achieve objectives.
Credit Administration: Support the administration of credit policies by ensuring loan applications are effectively evaluated and documented.
Compliance & Security: Coordinate branch operations within applicable policies to ensure compliance and maintain security protocols.
Leadership Support: Provide coverage for the Branch Manager during their absence, assisting with scheduling and team coordination.
Team Development: Assist in coaching and training team members to foster a collaborative environment.

This position is for an existing vacancy within our team.

What we are looking for

Post-secondary diploma and/or certification in business, finance or a related program, or equivalent business experience
Minimum four (4) years’ experience in financial services predominantly in retail branch operations with at least 1 year in an advisory capacity
Investment Funds in Canada (IFC) designation through the Canadian Securities Institute (CSI) considered an asset
Keen interest in the economic environment and financial trends
Proven understanding of investments and retail lending
Must be computer literate, have an effective working knowledge of Microsoft Office (Outlook Excel, Word) and a willingness and ability to learn and utilize YNCU’s banking system, applications, platforms, and emerging technologies
Must have a valid Ontario driver’s license and reliable available vehicle
Must be bondable

Why work at YNCU?

YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support. YNCU is recognized for the following:

· B Corp Certified

· Competitive Compensation, Incentive Programs and Benefits

· 37.5-hour work week

· 7% matching pension

· Benefits are 100% paid for by YNCU

· Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, and LIFT Virtual Fitness

· Training and Development Opportunities

· Community Sponsored Events Employee and paid Volunteer opportunities

· Opportunities to get involved with fun and meaningful committees

· Free banking account

· Discounted Employee Rates

Salary range: $65,000 - $71,000

The compensation offered to the successful applicant for this role will be determined by the candidate’s relevant skills and experience, and internal equity. More information about our total rewards package will be available during the hiring process.

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training.

Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at [email protected].

Job Types: Full-time, Temporary

Pay: $65,000.00-$71,000.00 per year

Benefits:

Company events
Dental care
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Vision care
Wellness program

Education:

Secondary School (preferred)

Language:

English (preferred)

Work Location: In person

Postuler dès maintenant

Affinez votre recherche

financial representative emplois - milton, on

Licensed Financial Service Representative

Financial Sales Representative

Financial Services Representative II

Customer Service Representative

Mobile Financial Services Representative

Wealth Advisor/Financial Planner

Director of Field Support

Real Estate Agent — Leads Provided

Associate, Financial Planner

Real Estate Agent — Leads Provided

Compliance Divisions Support Manager

Department Sales Manager, Performance

Financial Services Manager - Oakville Volkswagen (OVW)

Outside Sales Representative – $225K–$300K+ Potential | Company Leads + Paid Training

AVP, Accounting & Financial Controls

Specialist, Accounts Payable

Distribution Account Manager

Regional Supervisor

Comptroller

Government Fixed Income Trader

Distribution Account Manager

Manager Finance

Privacy Compliance Manager

Manager Treasury

Investment Advisor Assistant

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial representative (milton, on)

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