Jobs in Canada

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Added 42 mins ago
Store Associate
Sherwin-Williams
Burnaby, BC
Added 42 mins ago
Commercial Store Associate
Sherwin-Williams
Vancouver, BC
Added 57 mins ago
Store Associate
Sherwin-Williams
Winnipeg, MB
Added 57 mins ago
Store Associate
Sherwin-Williams
Calgary, AB
Added 1 hour ago
RB
Associate, Wealth Management
Royal Bank of Canada
Toronto, ON
- Full-time
As an Associate, you will be a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.…
Added 1 hour ago
TS
Union Store Associate
The Salvation Army in Canada
Brantford, ON
- Part-time
Maintain the proper sorting and processing of goods, ensure compliance with quality standards; that all products are priced correctly as per store policy.
Added 1 hour ago
TS
Union Store Associate
The Salvation Army in Canada
Brantford, ON
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Vancouver, BC
- Full-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 1 hour ago
Customer Experience Associate - Baie Verte, NFLD - 30 hours/week (275496)
Scotiabank
Baie Verte, NL
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 2 hours ago
Financial Service Representative
Money Mart
Brantford, ON
Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40…
Added 2 hours ago
Financial Service Representative
Money Mart
Peterborough, ON
Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40…
Added 2 hours ago
M
Associate Applied AI Engineer – GenAI Systems
Manulife
Toronto, ON
- Full-time
We’re hiring two Associate Applied AI Engineers who bring strong technical depth, sound software engineering practices, and a modern GenAI design mindset to help deliver AI and GenAI…
Added 2 hours ago
Customer Experience Associate - Bovaird & Mountainash Branch (30 Hours/Week)
Scotiabank
Brampton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 3 hours ago
WT
Associate, Options Clearing
Wealthsimple Technologies
Remote, Canada
- $54,400 to $68,000 CAD / year
- Full-time
- Remote
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading,…
Added 3 hours ago
RJ
Account Transfer Associate - 12 Month Contract
Raymond James
Vancouver, BC
- Full-time
The Account Transfers department within Operations is responsible for processing and overseeing all external asset transfers for client accounts. The group facilitates the movement of…
Added 3 hours ago
BE
Accounting Associate
Bluestar Equity
Mississauga, ON
- Full-time
Bluestar Professional Services Inc. is looking for a knowledgeable and experienced Accounting Associate to support the day-to-day accounting operations of multiple client law firms.
Added 3 hours ago
TS
Union Store Associate
The Salvation Army Canada and Bermuda Territory
Brantford, ON
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 3 hours ago
TS
Union Store Associate
The Salvation Army Canada and Bermuda Territory
Brantford, ON
- Part-time
Maintain the proper sorting and processing of goods, ensure compliance with quality standards; that all products are priced correctly as per store policy.
Added 3 hours ago
M
Advisor Onboarding Associate
Manulife
Toronto, ON · Burlington, ON
- Full-time
Minimum of 1-3 years of experience in operations, advisor support, or financial services.
Added 4 hours ago
Financial Service Representative
Money Mart
London, ON
Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40…
Added 4 hours ago
Financial Service Representative
Money Mart
Regina, SK
Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40…
Added 5 hours ago
Financial Service Representative
Money Mart
Prince Albert, SK
Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40…
Added 5 hours ago
Associate, Investment Counsel
Scotiabank
Toronto, ON
The Associate is expected to provide high-level administrative support to a large group of portfolio managers and analysts in the Equity Income Team at 1832 Asset Management. This role…
Added 6 hours ago
Associate Vice President, Operations
Richardson Wealth Ltd
Toronto, ON
Lead day-to-day oversight of core wealth dealer operations including account opening, transfers, trade corrections, settlements, reconciliations, corporate actions, tax reporting, and…
Added 6 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Vancouver, BC · Capilano Thrift Store
- Full-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.

The Police Credit Union Ltd.

Financial Services Representative

Burlington, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Mar 31, 2027
Education: High school diploma
Experience: Minimum 2 years of recent experience with and understanding of investments, including processing and recommending GICs, RRSPs, RESPs, RIFs, FHSAs, & TFSAs.
Posting language: English
Posted: Oct 2, 2026

Original job description

Job Overview

Are you a banking professional looking for a great work-life balance? We've got just the place for our next advisor specializing in personal mortgages and loans at our Halton Branch, Monday through Friday, 9am - 5pm (in Burlington, ON).

The Police Credit Union is an exclusive financial institution for police personnel, their families and associated police groups within the Province of Ontario. We take into consideration the uniqueness of the policing profession and provide customized financial solutions and specialized programs to meet our members' needs.

As part of a close-bonded credit union and working from our Branch, Monday through Friday, this position is responsible for increasing business volumes to meet assigned goals, by developing and fostering relationships with TPCU members. This is a great opportunity for someone who prefers a hands-on approach to analyzing key variables as they support members in gaining financial literacy. Our Branch is a dynamic power team and we welcome those looking to contribute to a community focused team where you can make a real impact through building strong relationships.

Key Responsibilities

Ability to have robust conversations with members to understand their financial needs and recommend suitable products and services (lending, insurance, master cards, deposits, etc.)
Gather and review financial statements, credit reports, and supporting documentation to ensure complete and accurate loan packages.
Evaluate creditworthiness based on debt-to-income (DTI) ratios, credit scores, collateral, and capacity to pay, adhering to Credit Union policies.
Proactively cross-sell other Credit Union products and services (savings accounts, insurance, etc.) that benefit the member’s overall financial health.
Ensure all loan applications comply with provincial regulations, including FINTRAC and FSRA requirements.
Present sound recommendations to the Lending department with all applications, including situations that could warrant an exception to policy.
Effectively works towards building relationships and ensuring that members’ requests and questions are promptly resolved, including complaints, and advises Branch Manager of any significant issues.
Focuses on enhancing member loyalty through personalized financial solutions and proactive retention strategies.
Delivers an excellent branch experience and consistently exceeds member expectations while working collaboratively with all colleagues.
Has the ability and willingness to adapt to and work effectively within a variety of situations and with various individuals or groups.
Demonstrates thorough knowledge of all Credit Union’s financial products and services.
Develops strategies with the Branch Manager to meet assigned goals and increase wallet share of members.
Aligns work and practices with the objectives of the branch and the organization.
Helps, trains, and assists the team in a collective effort to benefit Credit Union members.
Always promotes the Credit Union in a positive professional manner.
Responsible for executing all administrative tasks efficiently following all policies procedures
Responsible for staying up to date on all Credit Union policies, procedures, and training, to ensure compliance.
Responsible for being a contributing member of various committees as needed, serving on the Social Committee, the JH&S Committee, becoming a Fire Warden, etc.
Other tasks as assigned.

Qualifications

Minimum 3 years of recent consumer and/or mortgage lending experience within a financial institution (credit union is preferred).
Minimum 2 years of recent experience with and understanding of investments, including processing and recommending GICs, RRSPs, RESPs, RIFs, FHSAs, & TFSAs.
Excellent communication and public relations skills, with a genuine desire to help members improve their financial literacy.
Strong analytical skills with the ability to spot discrepancies in financial data.
Knowledge of credit bureau reporting regulations and operations within a financial institution.
Strong understanding of lending and investment products.
Strong computer literacy (Microsoft Word, Excel, Teams)
Education: High School Diploma required; Associate’s or Bachelor’s degree in Finance or Business preferred.

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More about this job

Responsibilities

Assess members’ financial needs, recommend suitable lending, investment, and other financial products, and prepare accurate loan applications with sound credit recommendations. Build member relationships, support retention and branch goals, resolve requests and complaints, and complete administrative and compliance responsibilities.

Requirements

Requires at least three years of recent consumer or mortgage lending experience and at least two years of experience with investments, including processing and recommending investment products. A high school diploma is required; an associate’s or bachelor’s degree in Finance or Business is preferred, along with strong communication, analytical, product knowledge, regulatory, and computer skills.

Skills

Consumer Lending
Mortgage Lending
Credit Assessment
Financial Analysis
Investment Products
Cross-Selling
Financial Literacy
Regulatory Compliance
Communication
Customer Service
Microsoft Word
Microsoft Excel
Microsoft Teams
Complaint Resolution
Teamwork

Visa sponsorship

Not detected in the job text

Keywords

Consumer Lending
Mortgage Lending
Credit Union
Creditworthiness
Debt-To-Income Ratio
Credit Scores
Collateral
Loan Applications
Credit Reports
Financial Statements
Investment Products
GICs
RRSPs
RESPs
RIFs
FHSAs
TFSAs
Deposits
Insurance
Mastercards
FINTRAC
FSRA
Credit Bureau Reporting
Microsoft Word
Microsoft Excel
Microsoft Teams
Member Retention
Financial Literacy
Regulatory Compliance

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