Find work in Canada.

323,323 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 hour ago
Outside Sales Representative
CertaPro Painters of S. Arlington/Mansfield/Ellis County
Hamilton, ON
Full-time
CertaPro Painters of Hamilton have been consistently growing and as a result, we are looking for a Sales Associate to lead the Residential business in the Hamilton region (Ancaster, Dundas,…
Added 2 hours ago
Entry-Level Commercial Real Estate Agent
Marcus & Millichap
AB · Edmonton, AB
Full-time
Bachelor's or Associate's degree preferred in business, finance, real estate, sales, entrepreneurship, economics, marketing, or a related field
Added 2 hours ago
Associate Director, Investments
Marcus & Millichap
AB · Edmonton, AB
Other
Added 2 hours ago
Associate Director, Investments
Marcus & Millichap
Vancouver, BC
Other
Added 2 hours ago
Commercial Real Estate Agent
Marcus & Millichap
Vancouver, BC
Other
Bachelor's or Associate's degree preferred in business, finance, real estate, sales, entrepreneurship, economics, marketing, or a related field
Added 2 hours ago
Associate Director, Investments
Marcus & Millichap
Toronto, ON
Other
Added 2 hours ago
Inside Sales Representative-Small Business Solutions (Hybrid)
ADP
Mississauga, ON
$63,500 to $113,500 CAD / year
Full-time
Self‑motivated, results‑driven, and coachable, with strong time‑management skills and a willingness to learn
Added 3 hours ago
Customer Service Associate I
Dollar Tree Stores
North Battleford, SK
Part-time
Excellent customer service and relationship management skills are required
Added 3 hours ago
Customer Service Associate I
Dollar Tree Stores
Grand Bend, ON
Part-time
Excellent customer service and relationship management skills are required
Added 3 hours ago
Customer Service Associate I
Dollar Tree Stores
Thunder Bay, ON
Part-time
Excellent customer service and relationship management skills are required
Added 3 hours ago
Customer Service Associate I
Dollar Tree Stores
Grand Bend, ON
Part-time
Excellent customer service and relationship management skills are required
Added 3 hours ago
Customer Service Associate I
Dollar Tree Stores
Windsor, ON
Part-time
Excellent customer service and relationship management skills are required
Added 3 hours ago
Customer Service Associate I
Dollar Tree Stores
Vaughan, ON
Part-time
Excellent customer service and relationship management skills are required
Added 3 hours ago
Customer Experience Associate - Yorkton, SK (15 hours/week)
Scotiabank
Yorkton, SK
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
Sales Support Associate II-4
Coach
Richmond, BC
Part-time
The Sales Support Associate role is an integral part of the store’s overall success and efficiency; demanding direct attention to our brand commitment when servicing our customers. Leaving…
Added 4 hours ago
Inside Sales Associate
Equitable
Waterloo, ON
Demonstrated analytical, time-management, problem solving, negotiation and decision-making skills
Added 5 hours ago
Customer Experience Associate - Cranbrook Street & 6th Street North, Cranbrook, BC (15 hours/week)
Scotiabank
Cranbrook, BC
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 5 hours ago
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Markham, ON
Part-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 5 hours ago
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Markham, ON
Part-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 5 hours ago
Beauty Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Vaughan, ON
Full-time
This position requires the ability to act upon tasks and goals outlined by management
Added 5 hours ago
Beauty Manager, Hourly Full Time Day
Loblaw Companies Limited
Toronto, ON
Full-time
This position requires the ability to act upon tasks and goals outlined by management
Added 5 hours ago
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
Full-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 5 hours ago
Front Store Manager, Salaried Full Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
Full-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 5 hours ago
Front Store Manager, Salaried Full Time Day
Loblaw Companies Limited
West Kelowna, BC
Full-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 6 hours ago
Customer Experience Associate - Major Mac & Weston Road (18.75 hours/week)
Scotiabank
Woodbridge, ON
Full-time
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…

The Steele Group

Service Associate

Cambridge, ON, Canada

Job type: Full-time
Apply by: Mar 29, 2027
Posting language: English
Posted: Sep 30, 2026

Apply About employer

Applications open in a new tab.

Original job description

Service Associate

Cambridge, ON

Job Type: Full-time

Level: Intermediate

Salary Range: 45,000-55,000 per year

As a Service Associate, you will help bridge the relationship between the advisors and their clients. You are responsible for the start to finish process of client meetings and a vital part of the day-to-day operations of The Steele Group. This role provides top-notch customer service, addressing client inquiries and facilitating smooth interactions, thereby contributing to the firm's commitment to exceptional client experiences and financial success.

We are seeking a skilled professional to join our team in a role that focuses on performance and expertise, rather than sales targets. This is an opportunity to showcase your abilities and contribute to our success without the pressure of meeting sales goals. If you are a motivated individual with a strong skill set and a desire to excel in a performance-driven environment, we would love to hear from you.

Job Overview

This role is particularly well suited to dedicated self-starters who enjoy challenges, thrive on problem solving, and pride themselves in their excellent communication and interpersonal skills. An understanding of the financial services sector is an asset - particularly in areas such as Investments, Insurance, Company Benefits & Pensions. This role requires the ability to adapt quickly and comfortably to change and handle stress in a high-pressure environment with strong time-management and prioritization skills.

Service Associates provide superior service by being proactive in meeting client needs. This role supports the client relationship through interacting directly with team members, advisors, and clients to ensure meeting readiness and successful completion of post meeting action items. This role also includes other practice management tasks on an as needed basis such as ad hoc research and completion of miscellaneous administrative projects.

It's important to maintain a positive, friendly, and motivated environment within the team while adapting to our changing business needs.

Company Overview

We educate our clients - individuals, employees and human resource professionals - about the financial products available on the market today. We help our clients to make informed decisions about the options that are available to them in order to meet their specific needs. Our entire philosophy revolves around empowering our clients in their financial planning process for themselves, their employees or their families. We simply make your money work harder in everything we do.

Duties and Responsibilities

Prep

OneNote Creation
Update or Create Financial Plan shell
Generate client reports
Prepare Documents in preparation of meeting
Ensure quality output is maintained with low ratio error reoccurrence
Execute adhoc advisor requests

Processing

Ensure completeness and accuracy of all market-based trade instructions within MFDA Standards
Responsible for execution and completion of all action items outlined in the advisor client meeting notes
Actioning adhoc client requests
Transfer tracking and follow up
Responding and actioning client inquiries
Processing Insurance Premium payments in a timely manner
Complete post meeting notes/highlights

Other

Responsible for assisting with calendar management and managing client requests as needed
Prepare and deliver monthly/quarterly client reports
Sundry duties/projects as assigned

Technical Skills

Windows 10
Microsoft Office programs: Outlook, Word, PowerPoint, Excel
Content Management System (CMS): SalesForce.com
Calendar management software: Calendly
Team collaboration software: Microsoft OneNote, Teams

Qualifications

Mutual Fund License, CSC preferred

Perks of the Job

Competitive pay and vacation policy
Group benefits after 6 months
Group retirement savings plan
Friday lunches

Apply About employer

More about this job

Responsibilities

Coordinate client meetings from preparation through follow-up, including preparing financial plans and reports, processing client requests and trade instructions, and completing meeting action items. Support advisors and clients with inquiries, calendar management, transfer tracking, insurance premium payments, and other administrative and practice management tasks.

Requirements

The role calls for a self-starter with strong communication, interpersonal, problem-solving, time-management, and prioritization skills who can adapt to change and work effectively under pressure. Financial services knowledge, particularly in investments, insurance, company benefits, or pensions, is an asset; a Mutual Fund License is listed, with CSC preferred.

Skills

Customer Service
Communication
Interpersonal Skills
Problem Solving
Time Management
Prioritization
Adaptability
Stress Management
Attention to Detail
Financial Services Knowledge
Investment Processing
Insurance Processing
Calendar Management
Report Preparation
Administrative Support

Benefits

Competitive Pay
Vacation Policy
Group Benefits After 6 Months
Group Retirement Savings Plan
Friday Lunches

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Client Meetings
Customer Service
Financial Plans
Client Reports
Trade Instructions
MFDA Standards
Mutual Fund License
Canadian Securities Course
Investments
Insurance
Company Benefits
Pensions
Transfer Tracking
Insurance Premium Payments
Microsoft Windows 10
Microsoft Office
Microsoft Outlook
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Salesforce
Calendly
Microsoft OneNote
Microsoft Teams
Calendar Management
Document Preparation
Practice Management

Report this job