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Financial services representative Jobs in Brampton, ON

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Financial services representative • brampton on

Last updated: 8 hours ago
Financial Services Representative - Full Time

Financial Services Representative - Full Time

MeridianBrampton, ON L6RP4, CAN
Full-time
At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.We believe that our greatest opportunity is to create opportunity and meet peop...Show moreLast updated: 4 days ago
Financial Director

Financial Director

AdeccoBrampton, Peel Region, CA
Full-time
This is an excellent opportunity for a.CPA with 10+ years of experience.The ideal candidate thrives in a lean, fast-moving environment where versatility and leadership are valued.Lead day-to-day ac...Show moreLast updated: 30+ days ago
financial services officer

financial services officer

LENDING TREEBrampton, ON, CA
Full-time +1
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Approve or reject applications, or recommend applications for approval or rejection.Complete credit...Show moreLast updated: 30+ days ago
customer service supervisor (except financial services)

customer service supervisor (except financial services)

QW SchoolBrampton, ON, CA
Full-time +1
Secondary (high) school graduation certificate.Co-ordinate activities with other work units or departments.Establish work schedules and procedures. Examine and verify the accuracy of work.Perform sa...Show moreLast updated: 30+ days ago
Financial Planner, Scotia Financial Planning - Brampton

Financial Planner, Scotia Financial Planning - Brampton

ScotiabankBrampton, Peel Region, CA
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Please note that Scotiabank offers various investment specialist opportunities.If you are inter...Show moreLast updated: 30+ days ago
  • Promoted
Desjardins Financial Services Sales Rep

Desjardins Financial Services Sales Rep

Richard Demille - Desjardins Insurance AgentGeorgetown, ON, Canada
Full-time +1
Financial Services Sales Advisor.Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance Agent is the...Show moreLast updated: 30+ days ago
Financial Services Manager (Planet Ford)

Financial Services Manager (Planet Ford)

Performance Auto GroupBrampton, Ontario
Full-time
Act as liaison between the customer and the financial institution by obtaining confirmation of financing, insurance, licensing, and other personal information for customers.Prepare credit applicati...Show moreLast updated: 23 days ago
  • Promoted
Financial Accountant

Financial Accountant

Danmare Group IncWoodbridge, ON, Canada
Full-time
About Us AGI Danmare specializes in the food and beverage industry.Over the past fifteen years, clients have enlisted our expert team to manage numerous challenging projects from start to fini...Show moreLast updated: 30+ days ago
  • New!
Financial Services Representative - Full Time

Financial Services Representative - Full Time

Meridian Credit Union LtdBrampton, Peel Region, CA
Full-time
Financial Services Representative - Full Time.At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest oppo...Show moreLast updated: 8 hours ago
Financial Service Representative - Office 1547

Financial Service Representative - Office 1547

Cash MoneyBrampton, Peel Region, CA
Full-time
Get AI-powered advice on this job and more exclusive features.If you're seeking more than just a job, join Cash Money and kickstart your career!. Are you ready to make a difference in the world of c...Show moreLast updated: 7 days ago
Financial Analyst

Financial Analyst

Robert HalfBrampton, ON
Permanent +1
Quick Apply
We are looking for a skilled Financial Analyst to join our team in Mississauga, Ontario.In this contract position, you will play a critical role in analyzing financial data, ensuring accurate repor...Show moreLast updated: 7 days ago
  • Promoted
Financial Services Representative - Life Insurance Specialist

Financial Services Representative - Life Insurance Specialist

Royal City RecruitmentBrampton, ON, Canada
Full-time
Financial Services Representative- Life Insurance Specialist.Salary (50,000-60,000) + Commission.As the Financial Service Representative you will focus on developing and deepening client relationsh...Show moreLast updated: 1 day ago
Financial Service Representative New Brampton, Canada

Financial Service Representative New Brampton, Canada

Moneymart Inc.Brampton, Peel Region, CA
Full-time
At Money Mart, we're more than just a financial services provider – we're the catalyst for financial empowerment!.Our mission is to be North America's leading non-prime lender, serving a diverse ra...Show moreLast updated: 4 days ago
Planet Fitness Overnight Member Services Representative Part Time Brampton

Planet Fitness Overnight Member Services Representative Part Time Brampton

Taymax GroupBrampton, Ontario, Canada
Part-time
Resolution Drive Brampton ON L6W 0A5 Canada.Its fun to work in a company where people truly BELIEVE in what theyre doing!. Were committed to bringing passion and customer focus to the business.We ar...Show moreLast updated: 30+ days ago
Financial Service Representative

Financial Service Representative

Money MartBrampton, Peel Region, CA
Full-time
At Money Mart, we’re more than just a financial services provider – we’re the catalyst for financial empowerment! Our mission is to be North America’s leading non-prime lender, serving a diverse ra...Show moreLast updated: 2 days ago
Senior Technical Services Representative

Senior Technical Services Representative

Prime Management GroupBrampton, Peel Region, CA
Full-time
Our client is seeking an experienced Senior Technical Services Representative to join our team and serve as a trusted technical expert for major clients in the plastics manufacturing, polymer proce...Show moreLast updated: 30+ days ago
customer service supervisor (except financial services)

customer service supervisor (except financial services)

Beaconhouse GroupBrampton, Peel Region, CA
Full-time
Customer Service Supervisor (except financial services).Toronto, Ontario, Canada or Mississauga, Ontario, Canada.Secondary (high) school graduation certificate. Education Administration Programs.Co‑...Show moreLast updated: 13 days ago
Bilingual Customer Services Representative

Bilingual Customer Services Representative

4RefuelGreater Toronto Area, ON, Canada
Full-time
Refuel is proud to be recognized for its commitment to safety and culture having been named .Canada’s Safest Employers – Logistics & Supply Chain. As Canada’s largest and most experienced mobile ref...Show moreLast updated: 30+ days ago
People also ask
Financial Services Representative - Full Time

Financial Services Representative - Full Time

MeridianBrampton, ON L6RP4, CAN
4 days ago
Job type
  • Full-time
Job description

Description

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Why Meridian?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Find our story here :

Our Retail Banking Practice :

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals.

Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.

As a Financial Services Representative :

You will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience!

In this role, your primary responsibilities will be to understand the financial needs of our Members to provide the appropriate solutions. This will include completing front line transactional services to support their day to day banking, as well as the opportunity to grow by fulfilling advisory sales such as opening new accounts, offering credit, deposit, finding opportunities for wealth referrals.

Member Experience

  • Identify and fulfill Member account requests and identify opportunities to grow the relationship through referrals
  • Provide Members with advice on designated investment and credit products by identifying and promoting the right solutions that fit their needs
  • Maintain discretion and confidentiality to respect Members’ privacy
  • With autonomy to resolve Member Concerns, look to build action plans to avoid issues advancing
  • Participate in branch activities in support of expanding the Member relationship and growing our Digital Ambassador Program

Employee Experience

  • Act as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross-functional departments, while ensuring achievement of Retail Experience goals
  • Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace
  • Continue individual learning and development to align with Meridian values while delivering on action plans aligned with Employee Engagement results
  • Community Experience

  • Promote Meridian in your community by participating in community activities or events while demonstrating our values
  • Support local community organizations and activities through Business Development and Good Neighbour Program including planning, preparation, and delivery of Meridian hosted community events
  • How you will succeed :

  • Strong desire for career growth within the financial services industry with acquired business and financial industry knowledge
  • Post-secondary education with previous work experience in a customer service sales environment and / or, previous work experience in a financial services sales environment is considered an asset
  • Flexible to work all scheduled hours which include some evenings and Saturdays
  • Proven understanding of computer systems and programs including Microsoft Office, and Outlook
  • Strong negotiation, interpersonal, written, and oral communications skills
  • Effective organizational time management, and problem-solving skills
  • This role represents an existing vacancy. Internal candidates are being considered as part of our standard process

    Salary Range : CAD 47,775 to 62,200 annually

    Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

    Join us! This role is in office at 10545 Bramalea Rd, Brampton ON L6R 3P4.

    Build the Future of Banking with Us

    At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for  sustainable growth ,  community impact , and  future-readiness . As the financial landscape evolves, we’re looking for team members who bring :

  • Embedding & leveraging technology  – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working.  Experience with low / no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
  • Critical Thinking  – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
  • Data Driven – Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
  • Curiosity & Flexibility  – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.
  • What's in it for you?

    As a Certified Living Wage Employer, you are guaranteed to earn a living wage with us, including an impressive benefits package which includes :

  • Paid vacation time, and other time off
  • Employer-paid health benefits
  • Defined contribution pension matching
  • Financial benefits including free banking, and special rates on mortgages, lines of credits and more
  • Tuition reimbursement program
  • Unique rewards and recognition program
  • You will benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success. You will also receive the right training, tools and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders, who have hailed from top organizations around the world.

    Our Story :

    Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a broad range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

    Our Commitment to You :

    Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

    Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

    We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

    Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

    Thank you for your interest in Meridian Credit Union.

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    Meridian only posts jobs on our official Careers Site, LinkedIn, and Indeed. If you find a Meridian job posting on any other site, please verify it by ensuring it directs back to our official career page. Meridian never asks candidates to apply through third‑party links that do not redirect to our Careers portal (UltiPro). For more tips on how to protect yourself from job scams visit .