13 meilleures offres (banking advisor, niagara falls 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
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
Business Advisor - Lynden Road & Wayne Gretzky Branch, Brantford, ON
Scotiabank —Niagara Falls, ON
- Bilingue
- Anglais
- Baccalauréat
il y a 8 jours
Financial Services Associate - Full Time
Meridian Credit Union —Fort Erie, ON
- De 52 000 $ à 78 000 $ par an
- Fins de semaine au besoin
- Vente
- Finance
- Esprit d'analyse
- Bourses d'Études
- Congés payés
Wealth Management Administrative Associate
Manulife Wealth Inc. —St. Catharines, ON
- De 60 000 $ à 85 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Logiciels de GRC/CRM
- Congés payés
- Travail à domicile
Postuler rapidement
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
Senior Member Service Representative
PenFinancial Credit Union —Niagara Falls, ON
- De 42 730 $ à 53 414 $ par an
- Temps plein
Postuler rapidement
Investment Advisor
FirstOntario Credit Union —St. Catharines, ON
- De 69 931 $ à 96 155 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Programme d'Aide aux Employés
Postuler rapidement
il y a 7 jours
Financial Advisor - Glendale, St. Catharines
Scotiabank —St. Catharines, ON
- Vente
il y a 13 jours
CONTROLLER
Finlink Group —Niagara Falls, ON
- Temps plein
- Microsoft Excel
- Esprit d'analyse
- Comptabilité
Postuler rapidement
PT Casual Member Service Representative
PenFinancial Credit Union —Fort Erie, ON
- De 23,10 $ à 26,44 $ de l’heure
- Temps partiel
- Vente
- Diplôme d'études secondaires
- Manipulation d'argent
Postuler rapidement
il y a 7 jours
Wealth Coach - Anywhere in Canada (Except Quebec)
Control And Compound Financial —Canada
- De 80 000 $ à 90 000 $ par an
- Temps plein
- Télétravail
- Microsoft Outlook
- Vente
- Microsoft Office
- Programmes de Bien-être
- Assurance Dentaire
Postuler rapidement
il y a 6 jours

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Financial Services Administrative Professional

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

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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

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banking advisor emplois - niagara falls on

Financial Services Administrative Professional

Mortgage Specialist - Niagara & St. Catherines

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

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

Financial Services Associate - Full Time

Wealth Management Administrative Associate

Assistant Branch Manager Niagara

Senior Member Service Representative

Investment Advisor

Financial Advisor - Glendale, St. Catharines

CONTROLLER

PT Casual Member Service Representative

Wealth Coach - Anywhere in Canada (Except Quebec)

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