Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Associate in Toronto

Meridian Credit Union

Explore a rewarding career as a Financial Services Associate at Meridian Credit Union in Toronto. Focus on credit advice, investment management, and member relationship building to drive sales success. This full-time position at Meridian Credit Union seeks candidates committed to supporting branch goals. As a Financial Services Associate, you will advise members on credit and investment options while managing their portfolios. Your ability to build lasting relationships will be essential in driving sales and assisting the branch's financial objectives. Key Responsibilities:

  • Provide expert advice on credit and investment opportunities
  • Manage and oversee member portfolios effectively
  • Drive sales initiatives and contribute to branch success
  • Build strong, trusting relationships with members
  • Support overall goals and objectives of the branch
Requirements:
  • Experience in financial services or related field
  • Strong communication and interpersonal skills
  • Ability to work collaboratively towards branch goals
  • Proficient in advising on financial products
  • Commitment to member satisfaction and relationship building
Embrace the chance to guide members through financial decisions and grow with Meridian Credit Union in Toronto. #J-18808-Ljbffr

Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Financial Services Associate in Toronto in Toronto, ON vacancy
  • Utilize your AS400 Developer expertise in a leading financial services workplace with BeachHead. Contribute to core banking projects by developing and deploying robust solutions on AS400 systems. BeachHead is seeking a skilled AS400 Developer for top financial clients. This... 
    Suggested

    BeachHead

    Toronto, ON
    2 days ago
  • Explore the role of Total Wealth Planning Associate at Scotiabank in Toronto. Contribute to the success of Scotia Wealth Management's clients by providing...  ...Associate, you will deliver specialized support for financial planners nationwide within Scotia Wealth Management. Your... 
    Suggested

    Scotiabank

    Toronto, ON
    8 days ago
  • Join our high-performing team as a Fee Officer in Toronto, Ontario, where you will play a key role in fee processing and internal client...  ...and strong analytical skills will help resolve issues and enhance service quality, while direct communication with internal clients will... 
    Suggested

    Scotiabank

    Toronto, ON
    4 hours ago
  • Step into a rewarding role as the Associate Manager, Strategy and Operations focused on financial growth initiatives. This position emphasizes strategic project management...  ...consulting field, particularly in the financial services sector. Your analytical mindset will be crucial... 
    Suggested

    EQ Bank | Equitable Bank

    Toronto, ON
    4 hours ago
  •  ...wealth management practice seeking an Associate Financial Planner to join our advisory team. This...  ...that blends financial planning, client servicing, and business development within a fast...  ...onboarding and training conducted in‑person in Toronto Transition to fully work from home... 
    Suggested
    Long term contract
    Remote work
    Work from home

    Professional Staffing

    Toronto, ON
    10 hours ago
  •  ...project execution as a Senior Technical Project Manager in the Financial Industry. Ensure effective delivery and governance across critical...  ...opportunities to transform project delivery and enhance visibility in financial services at Everforth - Apex Systems. #J-18808-Ljbffr

    Apex Systems

    Toronto, ON
    2 days ago
  • Elevate your career in finance as a Senior Financial Analyst for Revenue Services in North York, Toronto. Focus on property taxation analysis and municipal financial policy development in this full‑time role. This full‑time, permanent position involves extensive responsibilities... 
    Permanent employment
    Full time

    City of Toronto

    Toronto, ON
    8 days ago
  • Advance your career as a Senior Operational Risk Analyst in a dynamic financial services firm based in Downtown Toronto. Collaborate with senior leadership in a hybrid work workplace to enhance risk assessment processes. This role, requiring 3-5 years of relevant experience... 

    Dean Group

    Toronto, ON
    8 days ago
  •  ...roles at portfolio companies, and help build and develop the Financial Services investment team. This is a senior seat for a candidate with a...  ...Director, the role will be part of a deal team comprising analysts, associates, principals, directors, and managing directors, supported by... 
    Work at office
    Remote work
    Flexible hours

    Ontario Teachers' Pension Plan Board

    Toronto, ON
    15 days ago
  • Drive transformation as a Senior Manager in EY's Financial Accounting Advisory Services. Utilize your expertise in accounting standards to lead impactful projects across multiple sectors. This senior role requires a CPA with at least 8 years of experience in financial statement... 

    EY

    Toronto, ON
    2 days ago
  • Location: Toronto Other locations: Primary Location Only Date: Mar 31, 2026 Requisition ID: 1663014 At EY, we’re all in to...  ...The opportunity As Senior Tax Staff, you will be a part of our Financial Services practice. This position offers excellent opportunities for... 
    Worldwide
    Flexible hours

    Ernst & Young Advisory Services Sdn Bhd

    Toronto, ON
    8 days ago
  •  ...Engineering Manager to spearhead risk and fraud initiatives in Toronto's financial sector. This hybrid role focuses on developing automated...  ...trade-offs Elevate your engineering career by driving key initiatives in Toronto's financial services landscape. #J-18808-Ljbffr

    Agilus Work Solutions

    Toronto, ON
    8 days ago
  • Transform client relationships and financial outcomes with Scotiabank as a Senior Financial Advisor. This role focuses on personalized strategies and exceptional service in Toronto, Ontario. As a Senior Financial Advisor, you are instrumental in the Canadian Banking branch... 

    Scotiabank

    Toronto, ON
    8 days ago
  • $30.76 - $32.22 per hour

     ...Overview Operations Analyst – Financial Services role at Recruit Action inc. Exciting opportunity in the insurance industry for an analytical...  ...work: in-office Tuesday to Thursday. ~ Location Options: Toronto or Waterloo, Ontario. Responsibilities Gather and validate... 
    Hourly pay
    Permanent employment
    Full time
    Contract work
    Internship
    Work at office
    Weekday work

    Recruit Action inc.

    Toronto, ON
    8 days ago
  •  ...A growing legal practice is seeking an Associate Lawyer with 3 to 5 years of experience in...  ..., in-person position located in downtown Toronto, conveniently accessible by public transit...  ...enhance efficiency, research, and client service. The ideal candidate is a forward-thinking... 
    Full time

    Synectics

    Toronto, ON
    4 hours ago
  •  ...GAM provides global investment management services and solutions to individual, high‑net‑...  ...producing monthly, quarterly, and annual financial results packages for senior management, highlighting...  ...: RBC CENTRE, 155 WELLINGTON ST W, Toronto, Canada Work hours per week: 37.5... 
    Full time
    Contract work
    Fixed term contract
    Work at office
    Flexible hours

    0000050007 Royal Bank of Canada

    Toronto, ON
    4 hours ago
  • $85k - $100k per year

    Title: Senior Financial Analyst Location: Waterloo, ON (5x onsite per MONTH) Duration: Permanent, full‑time Salary range: $85,000 - $100,000...  ...5+ years of relevant tax experience within insurance, financial services, or the big four accounting firms Solid knowledge and depth of... 
    Permanent employment
    Full time

    Insight Global

    Toronto, ON
    10 hours ago
  • Shine as an Associate Vice President at TD Bank, overseeing audit functions related to Financial Crimes. Focus on risk assessment and team leadership within a key Toronto role. This strategic role demands leadership...  ...• Proficient in Financial Services and compliance regulations... 

    TD

    Toronto, ON
    8 days ago
  • $70k - $100k per year

     ...Execute valuations for engagements in connection with regulatory and financial reporting, income tax or estate planning, strategic decision...  ...client engagement Support the delivery of high quality client service by ensuring client needs are responded to in a timely, accurate... 
    Remote work
    Flexible hours

    MNP

    Toronto, ON
    8 days ago
  •  ...Analyst in a hybrid role with a top banking client in Toronto. Focus on implementing and enhancing the PeopleSoft Financials GL Module. Procom is searching for a...  ...resolve production issues effectively • Leverage web services for third-party application integration... 
    Permanent employment

    Procom

    Toronto, ON
    8 days ago
  • Elevate your career at CUBE as a Solutions Consultant, driving sales success with your technical expertise in financial services compliance. Engage deeply with customers through tailored product demonstrations and effective solution design. CUBE is searching for a Solutions... 

    Cube

    Toronto, ON
    4 hours ago
  • Embark on a significant career as an Actuarial Associate at ivari, focusing on financial condition testing and regulatory capital initiatives. This position promises to hone your analytical skills and deepen your actuarial expertise. In the Actuarial Associate role, you... 

    ivari Holdings Inc.

    Toronto, ON
    5 days ago
  • Take on a pivotal role at KingSett Capital as an Associate Director of Mortgages in Toronto, managing a portfolio of underperforming loans. Focus on restructuring...  ...keen analytical mindset and a commitment to achieving financial objectives aligned with the company’s goals. Key... 

    KingSett Capital

    Toronto, ON
    4 hours ago
  • Join EY as a Financial Accountant in Toronto, where your analytical skills will shape financial excellence. This fully on-site role focuses on deep collaboration and complex financial activities. As a member of the Partnership Operations Group, you will leverage your extensive... 

    Ernst & Young Advisory Services Sdn Bhd

    Toronto, ON
    4 days ago
  • Take charge as the Director of Financial Operations at NS/TX in Toronto, driving fiscal strategy for innovative food solutions. Your financial acumen will be essential for sustainable growth. In this senior role, you will oversee financial operations to ensure accurate reporting... 

    NS/TX Industries Inc.

    Toronto, ON
    4 days ago
  • Elevate your finance career with a Senior Financial Analyst role in Toronto. This opportunity offers exposure to senior leadership and supports a multi-entity financial environment. Join an established, rapidly growing North American organization seeking a highly analytical... 

    Accounting Advantage

    Toronto, ON
    10 hours ago
  • A well-established publicly traded multi-location client is seeking a talented Senior Financial Analyst to join its Finance team. This role will support financial reporting, month-end close, audit activities, consolidations, and financial analysis within a quick-paced operational... 

    Recruiting In Motion - Eastern Ontario

    Toronto, ON
    4 hours ago
  • Elevate your career with Plenary Americas as a Senior Financial Accountant in Toronto. Collaborate closely with stakeholders to prepare financial statements and manage complex reporting obligations. Plenary Americas seeks a dynamic Senior Financial Accountant to join its... 

    Plenary Group

    Toronto, ON
    10 hours ago
  • Elevate your finance career as a Senior Financial Analyst in Toronto with a leading telecommunications company. This full-time role focuses on financial stewardship and managing corporate budgets. We are seeking a Senior Financial Analyst to support the Corporate Real Estate... 
    Full time

    Rogers communications

    Toronto, ON
    4 hours ago
  • Drive impactful investments with the Canada Infrastructure Bank as an Associate Director in Toronto. Lead due diligence and financial modelling to shape Canada’s infrastructure landscape. As part of the Investments team at the Canada Infrastructure Bank, you will leverage... 

    Canada Infrastructure Bank/ Banque de l'infrastructure du Ca...

    Toronto, ON
    10 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Associate in Toronto. Be the first to apply!