20 meilleures offres (banking, st. catharines on) (à pourvoir)

Financial Services Administrative Professional
CI Assante Wealth Management Ltd.-Endurance Wealth Partners —St. Catharines, ON
- De 55 000 $ à 70 000 $ par an
- Temps plein
- Travail hybride
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 12 jours
Mortgage Specialist - Niagara & St. Catherines
Scotiabank —St. Catharines, ON
- Vente
- Compétences en communication
- Négociation
- Assurance Dentaire
Branch Manager
FirstOntario Credit Union —St. Catharines, ON
- De 81 110 $ à 111 527 $ par an
- Temps plein
- Expérience en gestion
- Vente
- Microsoft Office
- Programme d'Aide aux Employés
Postuler rapidement
il y a 13 jours
Chief Financial Officer (CFO)
Silvergate Homes Limited —Thorold, ON
- Temps plein
- Finance
- Maîtrise
- Esprit d'analyse
- Assurance Invalidité
- Congés payés
Postuler rapidement
il y a 14 jours
Operations Representative II - Full Time
Meridian Credit Union —St. Catharines, ON
- De 41 400 $ à 62 200 $ par an
- Travail hybride
- Vente
- Microsoft Office
- Intelligence artificielle
il y a 7 jours
Financial Services Associate – Contact Centre – Full-Time (Hybrid)
Meridian Credit Union —St. Catharines, ON
- De 60 000 $ à 64 000 $ par an
- Fins de semaine au besoin
- Travail hybride
- Vente
- Finance
- Esprit d'analyse
- Bourses d'Études
- Congés payés
Financial Service Representative - LendDirect Office 1604
Attain Finance —St. Catharines, ON
- De 19 $ à 25 $ de l’heure
- Temps plein
- Vente
- Service à la clientèle
- Diplôme d'études secondaires
- Assurance Invalidité
- Bourses d'Études
Member Service Centre Representative (Part-time)
FirstOntario Credit Union —St. Catharines, ON
- À partir de 26,03 $ de l’heure
- Temps partiel
- Service à la clientèle
- Microsoft Office
- Diplôme d'études secondaires
- Programme d'Aide aux Employés
Postuler rapidement
15 h
Assistant Branch Manager Niagara
FirstOntario Credit Union —St. Catharines, ON
- De 69 931 $ à 96 155 $ par an
- Temps plein
- Vente
- Finance
- Services financiers
- Programme d'Aide aux Employés
Postuler rapidement
il y a 13 jours
Member Experience Representative (Temporary up to 24 months)
FirstOntario Credit Union —St. Catharines, ON
- À partir de 28,88 $ de l’heure
- Contrat
- Microsoft Office
- Diplôme d'études secondaires
- Services financiers
- Programme d'Aide aux Employés
Postuler rapidement
il y a 5 jours
Senior Analyst, Marketing
Meridian Credit Union —St. Catharines, ON
- De 59 800 $ à 89 800 $ par an
- Travail hybride
- Informatique
- Microsoft Excel
- Informatique
Customer Experience Associate - Thorold Stone & Portage (5 Month Contract, 30 Hours/Week)
Scotiabank —Niagara Falls, ON
- Contrat
- Vente
- Service à la clientèle
10 h
Senior Manager, Virtual Financial Planning Sales
Meridian Credit Union —St. Catharines, ON
- De 110 000 $ à 125 000 $ par an
- Travail hybride
- Logiciels de GRC/CRM
- Vente
- Microsoft Office
il y a 14 jours
Customer Service Representative
BMO Financial Group —Welland, ON
- De 34 750 $ à 44 900 $ par an
- Temps partiel
- Vente
- Pas d'expérience requise
- Compétences en communication
- Bourses d'Études
- Assurance Vie
il y a 1 jour
Senior Manager, Sales Effectiveness (Wealth)
Meridian Credit Union —St. Catharines, ON
- De 110 000 $ à 125 000 $ par an
- Travail hybride
- Logiciels de GRC/CRM
- Microsoft Excel
- Vente
Assistant Professor - Finance HBBA
University of Niagara Falls Canada —Niagara Falls, ON
- À partir de 93 000 $ par an
- Temps plein
- Doctorat
- Finance
- Maîtrise
- Assurance Dentaire
- Congés payés
Postuler rapidement
Business Advisor - Lynden Road & Wayne Gretzky Branch, Brantford, ON
Scotiabank —Niagara Falls, ON
- Bilingue
- Anglais
- Baccalauréat
il y a 8 jours
Mortgage Specialist
BMO Financial Group —St. Catharines, ON
- Temps plein
- Vente
- Service à la clientèle
- Esprit d'analyse
- Bourses d'Études
- Assurance Vie
Licensed Financial Services Associate - Full Time
Meridian Credit Union —Beamsville, ON
- De 52 000 $ à 78 000 $ par an
- Fins de semaine au besoin
- Vente
- Finance
- Esprit d'analyse
- Bourses d'Études
- Congés payés
Customer Experience Associate - Niagara & Thorold, Welland (18.75 Hours/Week)
Scotiabank —Welland, ON
- Vente
- Service à la clientèle
il y a 4 jours

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : banking (st. catharines on)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de SimplyHired.

Découvrir les offres d'emploi dans d'autres lieux

banking jobs near st. catharines on

Member Services Representative (St. Catharines, ON) : offres d'emploi

Customer Service Representative (Welland, ON) : offres d'emploi

Customer Experience Associate (Niagara Falls, ON) : offres d'emploi

Branch Manager (St. Catharines, ON) : offres d'emploi

Member Services Representative (Manitoba) : offres d'emploi

Member Services Representative (Ontario) : offres d'emploi

Team Member , Tim Hortons (Charlottetown, PE) : offres d'emploi

Member Services Representative (Ottawa, ON) : offres d'emploi

Member Services Representative (Vancouver, BC) : offres d'emploi

Golden Care Dental Services (Toronto, ON) : offres d'emploi

Human Services (Edmonton, AB) : offres d'emploi

Ministry Of Government Services, Serviceontario (Toronto, ON) : offres d'emploi

Customer Service Representative (Airdrie, AB) : offres d'emploi

Customer Service Representative (Lantzville, BC) : offres d'emploi

Customer Service (Regina, SK) : offres d'emploi

Airport Service Driver (Montréal, QC) : offres d'emploi

Customer Service Representative (Brantford, ON) : offres d'emploi

Customer Service Representative (Whitby, ON) : offres d'emploi

Developmental Service Worker (Winnipeg, MB) : offres d'emploi

Automotive Dealership Financial Services Manager (Toronto, ON) : offres d'emploi

Financial Services Administrative Professional

CI Assante Wealth Management Ltd.-Endurance Wealth Partners
St. Catharines, ON

Postuler rapidement

Détails du poste

Permanent | Temps plein
De 55 000 $ à 70 000 $ par an
Il y a 12 jours

Profil recherché

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Expérience administrative
Soutien à la clientèle
Services financiers
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Affaires
Compétences en communication

Description complète du poste

Job Summary

Endurance Wealth Partners is seeking a highly organized, detail-oriented Financial Services Administrative Professional to provide exceptional operational and client service support within a growing wealth management practice. This role extends well beyond traditional administration-it is an opportunity to become an integral part of a collaborative wealth management team dedicated to helping people build, protect, and transfer their wealth.

The successful candidate will gain exposure to a broad range of wealth management strategies, investment accounts, retirement planning concepts, regulatory requirements, and financial planning processes. Working closely alongside Financial Advisors and other Administrative Professionals, you will help coordinate every stage of the client experience while further developing your strong understanding of the Canadian financial services industry.

This position is permanent full-time (40) hours per week.

Primary Responsibilities

Client Experience & Financial Administration

Support Financial Advisors throughout the client journey by ensuring every interaction reflects the high standard of service expected at Endurance Wealth Partners.

Responsibilities include:

Coordinate client meetings and prepare documentation for financial planning appointments.
Process investment account applications, transfers, updates, and maintenance accurately and efficiently.
Assist with documentation relating to RRSPs, TFSAs, RESPs, RRIFs, LIFs, FHSAs, RDSPs, and other registered and non-registered accounts.
Assist with beneficiary updates, address changes, banking information, withdrawals, deposits, and account maintenance.
Respond to client and prospect inquiries by phone and email in a timely, professional, and precise manner.
Assisting clients with general inquiries and providing basic information about our services.
Maintain detailed and accurate client records while ensuring compliance with regulatory requirements.

Client Service Excellence

Provide exceptional client service by becoming a trusted first point of contact for clients and helping them navigate the administrative aspects of their financial relationships.

Responsibilities include:

Process registered and non-registered account documentation and changes with a high level of attention to detail.
Managing various Financial Advisors' calendars and appointments.
Processing documentation related to client accounts and transactions.
Processing changes to clients account documentation to meet clients changing needs.
Following up on all administrative tasks to ensure they are completed as requested to meet clients' needs.
Monitoring client accounts and activity to ensure accuracy and compliance with regulations.
Support Advisors by maintaining consistent workflows and organized systems.

Compliance

Maintain the integrity of client information and ensure all activities comply with CIRO & other regulatory requirements.

Responsibilities Include:

Ensuring that the team is compliant with all relevant CIRO, CSA, FSRA & other relevant regulations and guidelines.
Assisting in maintaining records and documentation for regulatory purposes.
Participating in training and updates on compliance procedures.

Requirements:

Previous experience as an Administrative Professional or similar role, preferably in a financial services or related industry.
Proficiency in MS Office (Word, Excel, Outlook) and other office software.
Excellent communication skills, both written and verbal.
Strong organizational and multitasking abilities.
Attention to detail and a high level of accuracy.
Knowledge of financial products and services is a plus.
Diploma or degree in business administration or a related field is preferred.
Although not required, it is preferred- Canadian Securities Course (CSC) or CIRO proficiency exams.

Benefits:

Competitive salary based on experience.
Opportunity to participate in an optional variable bonus in addition to base salary.
Comprehensive benefits package including health and dental.
Opportunities for career growth and professional development.
Supportive and collaborative work environment.

Confidentiality:

You are expected to maintain confidentiality regarding all sensitive information related to clients, company operations, and proprietary data during and after the term of employment.

Financial Benefits:

Bonus
Work Term: Full-Time Permanent
Hours: 40 hours per week
Target Hiring Range: $55,000-$70,000(Based on skills, experiences and certifications)

Pay: $55,000.00-$70,000.00 per year

Benefits:

Dental care
Extended health care
On-site parking
Paid time off

Application question(s):

Do you have a minimum of one (1) year of experience working in the financial services or wealth management industry (e.g., investment firms, financial advisory practices, banks, credit unions, insurance, or related financial institutions)?

Work Location: Hybrid remote in St. Catharines, ON L2R 1V8

Postuler rapidement

Affinez votre recherche

banking emplois - st. catharines on

Financial Services Administrative Professional

Mortgage Specialist - Niagara & St. Catherines

Branch Manager

Chief Financial Officer (CFO)

Operations Representative II - Full Time

Financial Services Associate – Contact Centre – Full-Time (Hybrid)

Financial Service Representative - LendDirect Office 1604

Member Service Centre Representative (Part-time)

Assistant Branch Manager Niagara

Member Experience Representative (Temporary up to 24 months)

Senior Analyst, Marketing

Customer Experience Associate - Thorold Stone & Portage (5 Month Contract, 30 Hours/Week)

Senior Manager, Virtual Financial Planning Sales

Customer Service Representative

Senior Manager, Sales Effectiveness (Wealth)

Assistant Professor - Finance HBBA

Business Advisor - Lynden Road & Wayne Gretzky Branch, Brantford, ON

Mortgage Specialist

Licensed Financial Services Associate - Full Time

Customer Experience Associate - Niagara & Thorold, Welland (18.75 Hours/Week)

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : banking (st. catharines on)

Découvrir les offres d'emploi dans d'autres lieux

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact