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Financial Sevices Representative II (Contract)
CIBC
Edmonton, AB · S.Edmonton Banking Centre
- Full-time
Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented
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Financial Advisor CIRO-ID
CIBC
London, ON
- Full-time
…include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel…
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C
Financial Services Representative - Sherbrooke
CIBC
Sherbrooke, QC
- Full-time
Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented
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C
Financial Services Representative - Lachine
CIBC
Montreal, QC
- Full-time
…include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel…
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C
Financial Services Representative - Lévis
CIBC
Levis, QC
- Full-time
Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented
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Financial Services Representative - Senneterre
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Senneterre, QC
- Full-time
Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented
Added 5 mins ago
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Manager Client Advise - Sherbrooke
CIBC
Sherbrooke, QC
- Full-time
Client Service, Customer Experience (CX), Ensure Compliance, Financial Advising, Financial Products, People Management, Results-Oriented, Risk Management
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Financial Services Representative - Montreal Marché Central
CIBC
Montreal, QC
- Full-time
Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented
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Client Services Assistant
BMO
Newmarket, ON
- Full-time
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
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Customer Service Representative
BMO
Corner Brook, NL
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
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Customer Service Representative
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North Vancouver, BC
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WM
Office Administrator
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- Full-time
The Office Administrator provides administrative support for assigned location. Duties vary from accounting, payroll, customer service, and general office work. Also acts as a backup to…
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BC
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The ideal candidate is a detail-oriented and proactive procurement professional with strong analytical, organizational and communication skills. You are comfortable working in a complex…
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As a PPF Installer you would be responsible for the continued growth, quality, customer service and installation of our film.
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Director, Senior Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
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Toronto, ON
…solutions that drive revenue growth, operational efficiency, client experience, risk reduction, and regulatory…
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Senior Manager and Team Lead, Credit Risk, Retail
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ON · Mississauga, ON
…Mortgage and Indirect Auto, Small Business (Branch, Health Care & Professional Banking, and Agriculture). ACE enables superior credit adjudication experience for customers, employees, and…
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Associate, Scotia Financial Planning - Toronto East
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Toronto, ON
…designed to accelerate your development as a financial services professional. Working alongside experienced Financial Planners, you will gain hands-on exposure to the full client…
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GRO Program – Actuary (Canada) (Waterloo)
Manulife
Waterloo, ON
- Full-time
…launchpad for your career. GRO offers a consistent, high-quality experience for new graduates across the…
Added 5 mins ago
IF
Senior Legal Counsel, Compliance (Temporary position – 18 to 24 months)
Intact FC
Toronto, ON · Montreal, QC
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Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity,…
Added 5 mins ago
SS
Sales Representative
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Remote, Canada
- $70,000 to $1,000,000 USD / year
- Full-time
- Remote
Identify the specific needs of customers and tailor solutions that fit their lifestyle delivering best-in-class customer service experience
Added 5 mins ago
US Corporates - Senior Credit Analyst, Utilities & Midstream - Toronto
Fitch Group
Toronto, ON
…connect employees with others within the organization to offer professional and personal…
Added 5 mins ago
ED
Senior Advisor, IT Financial Management - EN 956
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $96,557 to $128,743 CAD / year
- Full-time
- Remote
Professional Development: Take advantage of our continuous learning opportunities, including training programs, workshops and language training.

CPA Calgary Chapter

Coordinator, Registration Compliance

Edmonton, AB, T5J 2Z1, Canada
AB, Canada
Calgary, AB, T2P 0X8, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Experience: 2-3 years of experience in a corporate office environment.
Posting language: English
Posted: Oct 28, 2026

Original job description

Come work with us!

Are you an individual with meticulous attention to accuracy and experience providing customer service while dealing with difficult conversations? If so, keep reading!

The Coordinator, Registration Compliance is responsible for providing day-to-day professional and timely service to all members. The Coordinator, Registration Compliance will be required to display solid commitment to the Registration team; working with others to ensure accurate recording of mandatory member information and timely follow-up of non-compliance situations, recognizing the need to escalate matters when necessary. This position reports to the Manager of Registration Compliance.

CPA Alberta has offices in Edmonton and Calgary and provides hybrid Telecommuting opportunities (working from home a maximum of 3 days a week).

Further information on the benefits of working with CPA Alberta can be found on our website here.

What you bring

2-3 years of experience in a corporate office environment.
Post-secondary education in a relevant discipline is an asset.
Strong working knowledge and proficiency with Microsoft Word, Excel, Outlook, and Teams.
Methodical approach to work with meticulous attention to detail.
Excellent written and verbal communication skills.
Strong analytical thinking skills.

What you will be doing

Review members’ Continuing Professional Development (CPD) compliance and correspond with those identified as non-compliant, ensuring timely follow-up as required.
Communicate with CPD non-compliant members in a professional and timely manner.
Support the member suspension and cancellation processes, including mail merges, assembly of digital and physical letters, sending and saving such communications, creating waybills, and track completion of tasks accordingly.
Initiate and coordinate the member reinstatement communications and ensure records are maintained in accordance with department policies.
Review the CPD verification submissions for compliance with requirements.
Provide updates and reports to the Officer, Registration Compliance and Manager, Registration Compliance regarding the status of the reviews.
Other tasks and projects assigned.

Why CPA Alberta

CPA Alberta is the professional regulatory organization representing Alberta’s more than 30,000 Chartered Professional Accountants (CPAs). Alberta’s CPAs are among the more than 220,000 Canadian CPAs who provide financial and management expertise across the country and around the world, at every level and in every sector. CPA Alberta’s legislated mandate is to protect the interest of the public, protect the integrity of the profession, promote and increase the competence of Alberta CPAs, and regulate the conduct of Alberta CPAs.

We’d love to hear from you

If you have competency in:

Values & Ethics
Teamwork & Adaptability
Organizational Awareness
Communication
Attention to Detail
Planning & Organizing
Problem Solving
Service Orientation

Don’t meet every single requirement? If you’re excited about this role but your experience doesn’t align perfectly with every qualification shown, we encourage you to apply. You may be just the right candidate for this or other roles.

Working Specifications

Fast paced work environment.
Some travel may be required.
Occasional work outside of regular working hours may be required.
This position can be in either Calgary or Edmonton.

CPA Alberta thanks all applicants for their interest and advises that we will contact only those selected for an interview.

Equal Employment Opportunity Statement

In its commitment to an equitable, diverse, and inclusive workforce, CPA Alberta welcomes applications from all qualified persons. We encourage members of equity groups (women, Black, Indigenous peoples, visible minorities, persons with disabilities, and LGBTQ2S+); and all those who may contribute to the further diversification of the organization to apply.

Please notify us if you require accommodation at any time during the recruitment process.

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More about this job

Responsibilities

Review members’ continuing professional development compliance and verification submissions, communicate with non-compliant members, and follow up on outstanding matters. Coordinate suspension, cancellation, and reinstatement communications, maintain records, and report review status to registration compliance leadership.

Requirements

Candidates should have 2–3 years of experience in a corporate office environment; post-secondary education in a relevant discipline is an asset. They should be proficient with Microsoft Word, Excel, Outlook, and Teams, and demonstrate meticulous attention to detail, strong communication and analytical skills, and a methodical approach to work.

Skills

Attention To Detail
Customer Service
Written Communication
Verbal Communication
Analytical Thinking
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Teamwork
Adaptability
Organizational Awareness
Planning And Organizing
Problem Solving
Service Orientation
Records Management

Visa sponsorship

Not detected in the job text

Keywords

Continuing Professional Development
CPD Compliance
Registration Compliance
Member Compliance
Compliance Reviews
CPD Verification
Member Suspension
Member Cancellation
Member Reinstatement
Member Communications
Records Management
Mail Merges
Digital Correspondence
Physical Letters
Waybills
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Customer Service
Regulatory Organization
Professional Regulation
Public Protection

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