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Financial advisor trainee Jobs in Brantford, ON

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Financial advisor trainee • brantford on

Last updated: 4 hours ago
  • Promoted
Financial Coordinator

Financial Coordinator

CanadianorthodonticpartnersBrantford, ON, CA
Full-time
Grand River Orthodontics-docbraces.Canadian Orthodontic Partners provides support services to.Grand River Orthodontics-docbraces. We provide an enhanced level of patient care and service experience ...Show moreLast updated: 24 days ago
  • Promoted
Store Manager Trainee

Store Manager Trainee

Dollar Tree, Inc.Brantford, ON, CA
Full-time
Store Manager Trainee page is loaded## Store Manager Traineelocations : 40268-Brantfordtime type : Full timeposted on : Posted 3 Days Agojob requisition id : R-110460At Dollar Tree Canada, we k...Show moreLast updated: 30+ days ago
Financial Services Associate

Financial Services Associate

Canadian Imperial Bank of CommerceBrantford, Ontario, Canada
Full-time
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

FerreroBrantford, Ontario, ON, CA
Full-time
Show moreLast updated: 30+ days ago
Financial Service Representative

Financial Service Representative

easyfinancialBrantford, Ontario, Canada
Full-time
Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.We’ve earned prestigious accolades including being named one of. Canada’s Top Growing Companies.TIME Magazine’s 2025 list...Show moreLast updated: 30+ days ago
  • Promoted
Personal Insurance Advisor

Personal Insurance Advisor

BrokerLinkBrantford, ON, CA
Permanent
Personal Insurance Advisor – Brantford, Canada.At BrokerLink, we live our values : act with integrity, respect others, hold a customer‑driven mindset, strive for excellence, and treat others with ge...Show moreLast updated: 23 days ago
Client Advisor

Client Advisor

0000050007 Royal Bank of CanadaSIX NATIONS 40, Ontario, Canada
Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs.You will champion the RBC brand and drive business by supporting new client acquisi...Show moreLast updated: 2 days ago
  • Promoted
Financial Planner, Scotia Financial Planning - Brantford, Woodstock

Financial Planner, Scotia Financial Planning - Brantford, Woodstock

ScotiabankBrantford, ON, CA
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina...Show moreLast updated: 30+ days ago
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  • New!
Personal Insurance Advisor

Personal Insurance Advisor

BrokerLink - Eastern Ontario RegionBrantford, ON, CA
Full-time +1
Brantford branch in Southern Ontario on a.We are seeking individuals who provide the highest level of customer service, conduct themselves with professionalism, and align with our values : integrity...Show moreLast updated: 4 hours ago
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HR Trainee

HR Trainee

Ferrero International S.A.Brantford, ON, CA
Full-time
HR Trainee## Job Location : BarcelonaCornellà de Llobregat## • •Company description • •## Diversity StatementFerrero is committed to building a diverse and inclusive culture in which all employees feel...Show moreLast updated: 5 days ago
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Management Trainee

Management Trainee

Enterprise HoldingsBrantford, ON, CA
Permanent
Start your career with Enterprise Mobility! We’re hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ...Show moreLast updated: 30+ days ago
Benefits Advisor

Benefits Advisor

CB CanadaBrantford, Ontario, Canada
Permanent
We are a publicly traded company and have been in business for over 70 years.With record growth comes an increased demand for our services and products. While other companies are laying off and down...Show moreLast updated: 30+ days ago
HSE Advisor

HSE Advisor

ANDRITZParis, Ontario, ON
Permanent
As the first equipment manufacturer in Canada and a world leader in the design of hydroelectric turbines and generators, Andritz Hydro Canada has more than 185 years of know-how.In a context of ene...Show moreLast updated: 30+ days ago
Financial Service Representative

Financial Service Representative

goeasy Ltd.Brantford, Ontario, CA
Full-time
Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.We’ve earned prestigious accolades including being named one of. Canada’s Top Growing Companies.TIME Magazine’s 2025 list...Show moreLast updated: 30+ days ago
  • Promoted
Parts Advisor

Parts Advisor

Strickland's Brantford DealershipBrantford, ON, Canada
Full-time
Strickland's Brantford Chevrolet Buick GMC Cadillac is looking for a Parts Advisor!.With 50 years of experience, Strickland's has earned a reputation for excellence in both sales and servic...Show moreLast updated: 30+ days ago
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Commercial Insurance Advisor

Commercial Insurance Advisor

Westland Insurance Group Ltd.Brantford, ON, CA
Full-time
Brantford, ON, 195 Henry St unit 1, Brantford, Ontario, Canada.Are you searching for new possibilities?.Do you love to talk about insurance and provide exceptional client service? If so, you will l...Show moreLast updated: 30+ days ago
  • Promoted
Management Trainee

Management Trainee

EnterpriseBrantford, ON, CA
Full-time +1
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Start your career with Enterprise Mobility! We’re. Start your career with Enterprise Mobility! We’re.Wh...Show moreLast updated: 30+ days ago
Client Advisor

Client Advisor

Royal Bank of Canada>SIX NATIONS (PART) 40, Canada
Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs.You will champion the RBC brand and drive business by supporting new client acquisi...Show moreLast updated: 2 days ago
  • Promoted
Financial Service Representative

Financial Service Representative

goeasy LtdBrantford, ON, CA
Full-time
Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.We’ve earned prestigious accolades including being named one of. Canada’s Top Growing Companies.TIME Magazine’s 2025 list...Show moreLast updated: 16 days ago
People also ask
Financial Coordinator

Financial Coordinator

CanadianorthodonticpartnersBrantford, ON, CA
24 days ago
Job type
  • Full-time
Job description

Overview

Grand River Orthodontics-docbraces has an exciting full-time opportunity! We are looking for a talented Financial Coordinator to join our Brantford and Simcoe team. Canadian Orthodontic Partners provides support services to Grand River Orthodontics-docbraces and our national network of community-based clinics in delivering personalized Orthodontic treatment. We provide an enhanced level of patient care and service experience in our clinics putting patient care above all else. Come join a team that shares, collaborates and learns with a vision of becoming the icon of orthodontic excellence by building self-esteem, one beautiful smile at a time. Must be able to work in both our Brantford and Simcoe locations.

What We Offer

  • Competitive Hourly Wage + Quarterly Bonus
  • Comprehensive Benefits Package including : Medical, Dental, Vision, and Orthodontic Coverage for employees and their families.
  • Educational Reimbursement Program.
  • Guaranteed shift hours and employees qualify for all Statutory Holidays.
  • Real Career Growth Opportunities.

Key Responsibilities

  • Greet every patient with kindness, enthusiasm and interest ensuring that everyone feels welcomed.
  • Communicate with the patients and guardians regarding their appointments. Provide answers pertaining to their orthodontic treatment, appointments, and office policies.
  • Answer all incoming calls and make detailed notes regarding important conversations with patients and their responsible parties.
  • Check voice messages, emails, mail, and pigeon chat regularly.
  • Complete ‘New Patient Phone Slips’ when booking new patients for consultations.
  • Gather insurance information and complete the insurance checklist.
  • Book and organize patient appointments.
  • Scan all information into the patient charts.
  • Use external software programs or call to confirm patient appointments.
  • Act as a liaison between the doctor and the patient.
  • Act as a liaison between the doctor and any other dental specialist or general practitioners.
  • Compose letters and other documents for communication as requested and required.
  • Enter initial contracts for patients.
  • Collect and process payments.
  • Manage recurrent payments, post day sheet, and prepare daily deposit.
  • Close the day and email corresponding documents to the Accounting lead.
  • Print practice reports as needed.
  • Print no show report and reschedule appointments.
  • Anticipate problems in the schedule and work with the Scheduling Lead or Manager to correct issues.
  • Ensure the patient lounge is always tidy.
  • Advise Lead or Manager if office stock is required.
  • Implement and maximize practice promotions – Advise and inform patients of current contests and other marketing objectives.
  • Work cohesively with fellow team members to provide an atmosphere of trust, mutual respect, and cooperation.
  • Complete monthly tracking sheets and checklists.
  • Perform any other tasks delegated or assigned by the office Lead or Manager.
  • Organizes and updates paperwork and administrative requirements to collect payments.
  • New Patient orientation – signed documents.
  • Enter and update financial contracts into software system.
  • Resolve financial discrepancies, and financial concerns.
  • Update financial information in the Practice Management Software.
  • Maintain and balance daily finances.
  • Maintain positive relationship with insurance companies.
  • Track any notes on chart regarding insurance changes.
  • Processing insurance claims and reconcile insurance cheques.
  • Arrange payment agreements with new patients.
  • Follow up on outstanding accounts.
  • Prompt communications to patients’ inquiries.
  • Manages and responds to all customer calls.
  • Maintain daily, weekly, and monthly monitoring systems and checklists.
  • Managing and resolving patient concerns / issues.
  • Requirements

  • Dental Office experience is an asset.
  • Some Financial experience
  • Must have customer Service experience.
  • Computer proficiency and the ability to learn new programs to include Microsoft Office Suite.
  • Excellent interpersonal and communication skills; written and verbal, an ability to make patients feel comfortable and at ease.
  • Great time management and organizational skills.
  • We are an equal opportunity employer, dedicated to creating a diverse and inclusive culture. Everyone who applies will be considered, but only those selected for an interview will be contacted.

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