20 meilleures offres (financial planner) (à pourvoir)

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Member Relationship Manager
Your Neighbourhood Credit Union —London, ON
- De 65 000 $ à 75 000 $ par an
- Temps plein
- Microsoft Outlook
- Service à la clientèle
- Compétences informatiques
- Assurance Dentaire
- Programme d'Aide aux Employés
Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- De 80 000 $ à 100 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Capacités de présentation
Tax Manager
Confidential —Grande Prairie, AB
- Temps plein
- Recherche
- Esprit d'analyse
- Mentorat
- Assurance Invalidité
- Congés payés
Postuler rapidement
Senior Financial Advisor - Abitibi-Témiscamingue
CIBC —Val-d'Or, QC
- Temps plein
- Vente
- Développement commercial
- Services financiers
Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- De 75 000 $ à 85 000 $ par an
- Temps plein
- Capacités de présentation
- Compétences en communication
Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Ottawa, ON
- De 118 700 $ à 145 100 $ par an
- Temps plein
- Travail hybride
- Service à la clientèle
- Baccalauréat
- Gestion d'équipe
- Plan d'actionnariat des employés
Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Vancouver, BC
- De 118 700 $ à 145 100 $ par an
- Temps plein
- Travail hybride
- Service à la clientèle
- Baccalauréat
- Gestion d'équipe
- Plan d'actionnariat des employés
Associate, Financial Planning
Canaccord Genuity Corp. —Vancouver, BC
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Finance
Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Calgary, AB
- De 118 700 $ à 145 100 $ par an
- Temps plein
- Travail hybride
- Service à la clientèle
- Baccalauréat
- Gestion d'équipe
- Plan d'actionnariat des employés
Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Toronto, ON
- De 118 700 $ à 145 100 $ par an
- Temps plein
- Travail hybride
- Service à la clientèle
- Baccalauréat
- Gestion d'équipe
- Plan d'actionnariat des employés
Associate, Financial Planning
Canaccord Genuity Corp. —Oakville, ON
- De 135 000 $ à 200 000 $ par an
- Temps plein
- Microsoft Office
- Finance
- Capacités de présentation
Manager, Financial Planning and Analysis
Vancouver Island University —Nanaimo, BC
- De 114 586 $ à 130 211 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Excel
- Analyse de données
il y a 4 jours
Portfolio Manager
The Successful Investor —North York, ON
- Temps plein
- Travail hybride
- Compétences informatiques
- Développement commercial
- Baccalauréat
- Assurance Dentaire
Postuler rapidement
Associate, Financial Planning (13 Month Contract)
Canaccord Genuity Corp. —Toronto, ON
- De 60 000 $ à 85 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Finance
Senior Financial Advisor MFDA
CIBC —Vancouver, BC
- Temps plein
- Vente
- Développement commercial
- Services financiers
Sr. Financial Advisor - CIRO-ID (Urban)
CIBC —Vancouver, BC
- Temps plein
- Vente
- Développement commercial
- Marketing
Tangerine Advisor, Growth
Tangerine Bank —Toronto, ON
- Anglais
- Développement commercial
- Services financiers
Relationship Associate
GT Wealth —Richmond, BC
- De 54 000 $ à 64 000 $ par an
- Temps plein
- Bilingue
- Logiciels de GRC/CRM
- Vente
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
Associate Financial Planner
Innova Wealth Partners Inc. —Greater Sudbury, ON
- De 80 000 $ à 110 000 $ par an
- Temps plein
- Finance
- Baccalauréat
- Comptabilité
- Programmes de Bien-être
- Congés payés
Postuler rapidement
il y a 2 jours
Senior Financial Advisor
TalentSphere —Vancouver, BC
- De 100 000 $ à 250 000 $ par an
- Temps plein
- Télétravail
- Développement commercial
- Services financiers
- Compétences en communication
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Member Relationship Manager

Your Neighbourhood Credit Union -
London, ON

Postuler dès maintenant

Détails du poste

Permanent | Temps plein
De 65 000 $ à 75 000 $ par an

Profil recherché

PFP
Investissement
Microsoft Outlook
Expérience en conseil financier
Finance
Service à la clientèle
Compétences informatiques
Coaching
Cours Fonds d'investissement au Canada (FIC)
Études postsecondaires
Développement des relations avec la clientèle
Finance
Développement commercial
CFP
Prêts hypothécaires
Gestion de la relation client
Orientation axée sur le service à la clientèle
Services financiers
Formation et développement
Collaboration interfonctionnelle
Affaires
Coordination d'équipe

Description complète du poste

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)
Certified Financial Planner (CFP)/Personal Financial Planner (PFP) designation 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 - $75,000
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, Permanent

Pay: $65,000.00-$75,000.00 per year

Benefits:

Dental care
Employee assistance program
Extended health care
Life insurance
Vision care

Work Location: In person

Postuler dès maintenant

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial planner

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