Scotiabank – Assistant Manager – Lending Services, Corporate Credit (GWO) – Toronto, ON

Company: Scotiabank

Location: Toronto, ON

Expected salary:

Job date: Thu, 12 Jun 2025 02:58:31 GMT

Job description: Requisition ID: 227984Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose:The Assistant Manager is responsible for providing, and if directed leading a loan operations team in delivering, quality administrative services to Clients of corporate credit facilities generated by GBM and other BNS units as required wherein the Bank is an agent, participant lender or direct lender in a credit facility.The Assistant Manage will be responsible, as directed, for supervising a team of loan Analyst and working with the Manager/ other Assistant Managers to oversee completion of operational duties in a timely manner, maintaining team productivity to target, execute staffing plans, monitor and oversee operational controls and form part of the
working management team.Is this role right for you? In this role, you will:

  • Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • As directed, managing a team that administer loan information given by Customers on syndicated or direct deals including verification of limit available, accuracy of calculations, and disbursement/application of funds.
  • Ensuring that terms and conditions of authorizations and/or loan documentation are being adhered to including pricing, term, limits etc.
  • Communicating effectively with various contacts including other Banks to resolve issues on a timely basis.
  • Recognizing and bringing exceptions to policies and procedures to the attention of Manager/Senior Manager/Director for further guidance and resolution.
  • Developing a solid knowledge of loan platform, ACBS and Loan IQ to ensure accuracy of posting accounting entries to source system and business line dissemination.
  • Assist Manager, Senior Manager and Director in various team-related tasks, resolution of exception items as well as special project-related work
  • Oversee and monitor team productivity, staffing and work volume information and report to Manager/Senior Manager on a weekly basis.
  • Provide guidance and coaching to immediate team staff.
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
  • Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

  • University undergrade degree in Finance or business-related studies or equivalent.
  • Knowledge and Working experience in corporate lending services
  • Solid working knowledge with MS Suite – Excel, Word, Power Point etc.,
  • Excellent organizational and communication skills (written and verbal)
  • Attention to detail and problem solving

Work Arrangement:

  • Work in a standard office-based environment and remote as applicable; non-standard hours are a common occurrence.
  • Work may include Canadian or US or UK statutory holidays.

Interested?At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That is why we work to grow and diversify talent and engage employees in a performance-oriented culture.What’s in it for you?Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.Location(s): Canada : Ontario : TorontoScotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Royal Bank of Canada – Senior Manager – Credit Strategy & Data Science – Toronto, ON

Company: Royal Bank of Canada

Location: Toronto, ON

Expected salary:

Job date: Wed, 11 Jun 2025 05:54:57 GMT

Job description: Job SummaryJob DescriptionWhat is the opportunity?The RBC Credit Strategy team is hiring for a Senior Manager – Credit Strategy & Data Science to lead the Cards Acquisition team combining credit strategy development with credit talent management responsibilities.As Senior Manager – Credit Strategy & Data Science, you will use advanced analytics to develop credit strategies to grow RBC revenue and manage risk to ultimately optimize portfolio profitability. You will also be accountable for the development of an existing talented credit team within the group.What will you do?Use data mining, profitability modelling and business intuition to inform lending decisions for cards credit programs such as Line Management and Transaction AuthorizationsOptimize the profitability of RBC’s retail credit card portfolio by analyzing, designing, and recommending credit strategiesEngage senior management and Group Risk Management partners to refine and execute said strategiesSupport the implementation and ongoing integrity of credit strategies within appropriate systems (e.g. Pathfinder, TRIAD)Build financial models to simulate financial outcomes of strategy decisions, measure true outcomes against expectations and drive continuous improvement from findingsGenerate learnings to enhance credit strategies using Design of Experiments (DOE), Foundational Testing, Challenger/Champion and other testing methodologiesSupport the attraction, development and establishment of a highly talented analytical credit teamDesign and implement management systems to foster and develop a best-in-class credit analyst teamTest new methodologies and tools to enhance models and strategies, and drive innovation within credit strategy frameworks and infrastructureWhat will you need to succeed?Must have3+ years of progressive analytics experience, preferably performing advanced risk analytics and strategy design for lending productsExpert problem solving skills including understanding of credit risk fundamentals and financial modellingProficient in SQL, Excel, SAS, Word, and PowerPointExperience with modern analytical tools and technology stacks; Python, GitHub, AWS, HDFS, etc.Experience with Data Visualization tools such as Python (Matplotlib, Plotly, Seaborn) and TableauAbility to develop effective and collaborative relationships (e.g. with stakeholders, credit bureaus, and remote teams)Ability to design and deliver compelling presentations to senior management and other stakeholdersProven experience in delivering high quality and accurate work with the ability to multitask and shift priorities University degree in a quantitative field of study (e.g. statistics, engineering, economics, finance, computer science) – to demonstrate ability for critical thinking, data analytics and financial modelingNice to HavePeople leadership experience leading a team of high performing analystsExperience with adaptive control software and credit scoring technologiesEqually effective and conversant in business and technical environments3+ years of direct role-related experienceWhat’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsOpportunities to do challenging work#LI-Post#LI-HybridJob Skills Client Counseling, Critical Thinking, Derivatives, Economic Analysis, Financial Instruments, Investment Banking Analysis, Investment Risk Management, Market Risk, Quantitative MethodsAdditional Job DetailsAddress: RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: GROUP RISK MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-06-09Application Deadline: 2025-06-20Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Meridian Credit Union – Media Manager – Etobicoke, ON

Company: Meridian Credit Union

Location: Etobicoke, ON

Expected salary:

Job date: Thu, 29 May 2025 06:20:23 GMT

Job description: Description :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.Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.Find our story here:The role: *Please note – this is a 14-month maternity leave contract opportunity*The Advertising and Digital Media Manager provides subject matter expertise on digital & traditional media strategies, execution and optimizations that deliver on marketing and business goals. Working closely with internal and external partners to ensure highly efficient delivery on targets and within defined budgets. This role is responsible to support the overall performance of digital and traditional media which includes TV, OOH, DOOH, Search (SEM), Programmatic Display, Video, Affiliates and Social campaigns.This individual will be responsible for managing significant budgets which will require developing budget management protocols and forecasts. The role will also require this individual to help evolve our media practices by staying on top of new technologies and platforms and testing new ideas on an ongoing basis. The ability to develop innovative strategies and be solution-oriented will be critical.The role requires expertise in media reporting, data harmonization & analysis, an understanding of pixels & floodlights as well as an understanding of the process of implementation, and the ability to develop meaningful, data-driven insights and tactics to optimize performance. A deep understanding of core campaign management tools and the ability to navigate and leverage those tools to the fullest of their ability.As a member of the marketing team, this individual will have opportunities to expand his/her skillset beyond their specific role and expectations. Collaboration and support are common themes across this team and the organization.Meridian has aggressive growth aspirations, and market-leading media strategies are essential to meeting our objectives. This role is critical to the success of our business and it’s a great opportunity to join and help shape a growing team.Key Responsibilities:Develop Full Funnel Media Strategies

  • Work across Marketing Scrum teams to develop media strategies that activate various layers of the funnel, from awareness and consideration through to acquisition and cross-sell, and leveraging a range of media tactics including: TV, CTV, OOH, DOOH, Programmatic Display and Video, SEM, Affiliates, and Social, as well as others.
  • Strategy should include effective budget distribution, media weighting, tests and experiments, and metrics goals (e.g. reach, impressions, views, frequency, click rates, conversion, etc.) that will allow us to meet our business objectives
  • As required, work with external media partners to support the development of our strategy.
  • Regardless of which Marketing team campaigns are being built for, ensuring that all campaigns are working effectively together to meet full funnel objectives, rather than in siloes for their individual objectives. Prioritize overall marketing objectives vs individual campaign goals.

Execute Media Tactics

  • Execute tactics outlined in the media strategy, on time and on budget.
  • Work with external media partners to execute tactics, and execute some directly within the platforms.

Media Reporting and Optimization

  • Provide media forecasts
  • Provide timely and accurate reporting on media performance.
  • Analyse data to uncover key insights and learnings and identify opportunities for improving media performance and budget efficiency.

New Technologies and Media Trends

  • Stay abreast of new technologies and provide recommendations
  • Identify market challenges and opportunities that will have an impact on Meridian’s media capabilities and strategies (e.g. going cookieless) and provide recommendations for us to maximize opportunities or overcome challenges.
  • Regularly evaluate vendors to ensure we are staying competitive, and work with partners who have best in class capabilities.
  • Consult with vendors to stay on top of changes in media landscape, understand competitors, and new technologies.

Resource Management

  • Own multi-million-dollar media budgets
  • Manage a small team, effectively leading, supporting, and nurturing the development of your reports.
  • Manage stakeholders within marketing
  • Manage external vendor relationships

Knowledge, Skills, and Experience:

  • Strong understanding of media partners and publishers in the current Canadian Marketplace
  • Proven experience delivering innovative and tactical 360 media plans inclusive of strategic audience strategies
  • Working knowledge of Enterprise Analytics tools e.g., Google Analytics
  • Experience in both B2C and B2B advertising
  • Proven ability to develop recommendations and actionable insights from the data
  • Experience in developing reports and dashboards
  • Experience with measurement and managing sales focused campaigns through Google Tag Manager
  • Experience identifying and executing optimization efforts i.e. A/B, multivariate testing
  • 5+ years’ experience in executing search, social, display and video campaigns
  • 5+ years’ experience working with Google Campaign tools such as Google Ads, Campaign Manager, DV360, SA360, & Facebook Ads Manager
  • 2+ years’ experience in programmatic campaign management
  • Proven experience delivering innovative and tactical 360 media plans inclusive of strategic audience strategies

Office Location: Toronto Corporate Office with the ability to travel to our St. Catharines office as needed. This is a hybrid work opportunity.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of semi-monthly regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.What’s in it for you?

  • We have an inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success!
  • We provide you with the tools and technology needed to delight your candidates and clients!
  • You will get to work with and learn from diverse industry leaders and colleagues, who have hailed from top organizations.
  • Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues.
  • This is not your typical “corporate” job. We work hard and we have fun!

Who we are:Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 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.Find our story here:Experience the Difference!Meridian 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.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.Follow us on Twitter at#LI-NM1
#LI-HYBRID

Credit Administrator – Metroland Media – Toronto, ON

Company: Metroland Media

Location: Toronto, ON

Expected salary:

Job date: Thu, 05 Jun 2025 04:07:34 GMT

Job description: Company DescriptionMetroland Media is a dynamic Media Company delivering vital business and community information to millions of readers across Ontario each week. With a healthy product offering in-print, online, trade shows and distribution networks, no target is unreachable. We are Ontario’s largest and most successful community news and information source, provides local news and multi-media marketing solutions in Canada’s heartland.Metroland’s diverse array of on-line products are visited by over 4 million unique visitors each month and print products are in the hands of more than 4.5 million customers a week. We continuously bringing new and acquired online products to market in order to provide our customers with a one-stop, comprehensive marketing solution. To connect with us, visit .Our Commitment To Diversity
We strive to be a leader in building and cultivating an employee community framed around fairness, support and opportunity. We believe that what makes us different, makes a difference. And as a team, the diversity of our backgrounds, interests and experiences is what enriches our work, and our workplaces. We welcome all, and we strive for an inclusive culture that allows individual growth and shared success.Job DescriptionThe Credit Administrator is responsible for managing the credit and collection of customer accounts, reconciling payments, and ensuring the accuracy of financial data. This role requires strong analytical skills, attention to detail, and the ability to communicate effectively with clients and internal teams.Key Responsibilities:

  • Collection of advertising accounts
  • Make credit decisions based on company credit policies and procedures
  • Extract and manipulate data from various sources using Excel functions such as filtering, sorting, pivot tables, and data formatting
  • Prepare and send reconciliations to clients and internal contacts in a clear and concise format
  • Navigate client web portals to upload data and access necessary information
  • Conduct online background research on clients using various sources
  • Organize and maintain digital files
  • Communicate regularly with clients and internal contacts through phone, Outlook and Teams, ensuring messages are clear and professional
  • Identify and investigate data discrepancies efficiently, ensuring timely resolution
  • Work collaboratively with clients and internal teams to resolve conflicts and create effective solutions
  • Prioritize daily tasks to meet deadlines and manage bring-forward tasks efficiently
  • Keep management informed of task progress and escalate issues as necessary
  • Ensure proper handling of confidential data in accordance with Payment Card Industry (PCI) standards
  • Maintain accurate records of customer interactions and payment processing activities.

Qualifications

  • Minimum two years customer service experience
  • Minimum two years credit and collection experience or payment handling experience
  • Intermediate proficiency in Microsoft Excel, including data extraction, pivot tables, VLOOKUP, MATCH, and INDEX functions
  • Strong general computer skills, including familiarity with web navigation and digital file organization
  • Excellent written communication skills, with the ability to draft clear and concise emails
  • Experience in accounts receivable or financial reconciliation
  • Strong mathematical skills and financial acumen
  • Knowledge of the media industry (preferred but not required)
  • Works independently while also collaborating effectively with team members
  • Possess excellent problem-solving skills
  • Thrives in a fast-paced environment
  • Proficiency in Microsoft Office

Additional InformationAODA
We are committed to providing an inclusive and barrier-free recruitment process ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with Accessibility for Ontarians with Disabilities Act and Ontario Human Rights Code we will endeavour to provide accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to a disability during the recruitment process, please notify the hiring manager upon scheduling the interview of your requirements.

Company Overview:
Metroland Media is a leading media company in Ontario, providing essential business and community information to millions of readers weekly. They offer a diverse range of products, both in-print and online, achieving over 4 million unique online visitors monthly and distributing print materials to more than 4.5 million customers. The company focuses on creating comprehensive marketing solutions through continuous innovation and product development.

Commitment to Diversity:
Metroland Media is dedicated to fostering an inclusive workplace that values diversity. They believe that diverse backgrounds enhance their operations and promote personal and collective growth.

Job Summary: Credit Administrator
The Credit Administrator manages customer credit and collections, ensuring accurate financial data and timely payment resolution. Key responsibilities include:

  • Managing advertising accounts and making credit decisions.
  • Utilizing Excel for data manipulation and reconciling payments.
  • Communicating with clients and internal teams effectively.
  • Investigating data discrepancies and maintaining digital file organization.
  • Ensuring compliance with confidentiality standards and managing customer interactions.

Qualifications:
Candidates should have:

  • Two years of customer service, credit, or payment handling experience.
  • Intermediate Excel skills, including data functions.
  • Strong written communication, problem-solving abilities, and financial acumen.
  • Experience in accounts receivable or financial reconciliation (preferred but not mandatory).

Additional Information:
Metroland Media is committed to providing an accessible recruitment process, ensuring equal opportunities for candidates, including those with disabilities. Accommodations can be requested during the hiring process.

Meridian Credit Union – Senior Manager, Funding – Etobicoke, ON

Company: Meridian Credit Union

Location: Etobicoke, ON

Expected salary:

Job date: Wed, 04 Jun 2025 03:44:27 GMT

Job description: , Toronto. This role is majorly work from home. Meridian has a remote work policy that allows flexibility for employees… and we have fun. Our story: Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives…

Meridian Credit Union – Investment Specialist – Owen Sound, ON

Company: Meridian Credit Union

Location: Owen Sound, ON

Expected salary:

Job date: Sun, 01 Jun 2025 06:18:18 GMT

Job description: Description :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 Wealth practice:At Meridian Wealth, we believe that investing is personal and our mission is to help our Members on their financial journey regardless of where they are on this journey. We are a group of passionate wealth professionals that are approachable, empathetic and don’t take ourselves too seriously.As an Investment Specialist (IS):You will be a part of the Wealth team and take a proactive approach to help our Members achieve their personal financial goals. With a deep understanding of each Member’s financial situation, life goals and tolerance for risk, our Financial Planners and Investment Specialists are skilled in recommending customized strategies pertaining to: investments, education, retirement & estate planning, risk management and basic tax issues.In managing a portfolio of Member accounts through the provision of relevant, effective advice, our Investment Specialist (IS) will earn trust and build relationships with our Members with the goal of becoming a Trusted Advisor. By leveraging relationships with internal partners including Retail Branch employees, Investment Advisors, Small Business Advisors, Commercial Relationship Managers, Insurance Representatives and Estate and Trust specialists, the IS will ensure our Members’ financial peace of mind, through the crafting of holistic strategies that will help them accumulate assets today and preserve wealth for the future.The IS will contribute to the Wealth growth objectives established for their partner branches and Meridian as a whole by building new Member relationships within your local market community while also building upon the relationships created with existing Meridian Members.What you will do:Business Impact

  • Through effective discovery meetings supporting well-informed recommendations the IS ensures the financial peace of mind of Members by providing an action plan to achieve their financial goals.
  • Works collaboratively with the Regional Vice President, Wealth, Senior Practice Management Coach, and other licensed professionals as a member of a high performing team to establish a business plan to achieve sales growth and profitability targets, initiating course correction as necessary to increase the probability of achieving success.
  • Responsible to grow wealth penetration rates within partner branches through internal and external new Member business development activities in coordination with Retail, Small Business, Wealth and Commercial partners.

Sales & Service

  • Through use of a thorough discovery process the IS anticipates Member needs and provides a relevant plan to achieve their personal financial goals. When required, the IS will look to refer opportunities to relevant Meridian partners.
  • With the Member’s goals and best interests in mind, regularly reviews Member’s objectives and plans to determine whether life changes, economic changes or relevant planning metrics indicate a need for plan reassessment.
  • Educates Members on relevant investment options and investment costs and provides trusted financial advice and service, clearly articulating the rationale for recommendations complimented by a clear understanding of the risks involved.
  • Through a holistic view of the Members finances, the IS helps Members balance the acquisition of assets against the need for liquidity to meet day to day expenses.
  • With the confidence that Meridian knows our Members best and can therefore best serve our Members, the Investment Specialist strives to bring our Members full financial services portfolio to Meridian thereby increasing Meridian’s share of wallet.
  • Possesses current knowledge of all key wealth and retail banking products and services, understanding the benefits and constraints associated with each and utilizes this knowledge to meet Member’s needs and gain a competitive advantage.
  • Prepares and interprets information for Members such as investment performance reports, financial document summaries and income projections establishing credibility and building trusting relationships through the provision of transparent, reliable and authentic advice that always reflects the best interest of the Member
  • Takes ownership of problems, decisions and actions, arriving at solutions that balance both the best interests of Meridian and our Members.
  • Working with your branch partners, leverage internal resources to proactively identify internal and external business development opportunities in order to garner new prospects.

Leadership

  • Provides consultation and expert advice to Branch Management and employees on technical, process or product related subject matter with the objective of educating others and generating awareness of Meridian’s wealth offering and elevating the profile of wealth with our Membership.
  • Shares expertise through the coaching and mentoring, as appropriate, of other Meridian Advisors building the capability and knowledge of the less experienced team members.
  • Guides discussion and provides assistance in resolving complex problems and finding creative wealth management solutions for Members.
  • Promotes Meridian Credit Union within the community, modeling Meridian values while acting as an ambassador of the organization.
  • Champions the delivery of seminars and workshops focused on retirement planning, estate planning and other timely financial planning topics with the objective of increasing Member awareness and attracting new Members and business to Meridian.
  • Fosters an environment where Member Focus and Wealth is a priority.

How you will succeed:

  • Minimum of 3 years of financial services experience with a focus on broad based advising in the financial industry.
  • MFDA licensing is required for the Investment Specialist role.
  • Attainment of or progress towards PFP, CFP, CIM, TEP or other relevant designations would be considered an asset, and may be required to obtain in this role.
  • Fulfillment of regulatory requirements to maintain all necessary securities registrations.
  • Strong business builder with the ability to source new business through internal and external sources.
  • Have current in-depth knowledge of:
  • the investment and wealth management industry
  • related wealth product solutions,
  • risk management strategies,
  • tax effectiveness strategies
  • Estate & Trust Planning considerations
  • Retirement, cash-flow and income planning concepts
  • Excellent ability to confidently articulate your value proposition as a Meridian advisor and hold conversational discoveries with Members in order to build strong Member relationships.
  • Well-developed business development techniques and the ability to identify opportunities, plan and develop business to achieve business plans and goals.
  • Developed networking skills
  • Strong time management skills exemplified through the establishment of solid practice management processes and the ability to manage multiple competing priorities in a fast and dynamic working environment.
  • Demonstrated proficiency in utilizing basic software tools for contact management, investments, education and retirement planning.
  • Ability to travel inter-branch within the designated region and flexibility with schedules.

Join us! This role is hybrid. The successful individual must be willing to travel within Owen Sound, Hanover & Walkerton areas to visit and work from our branches there.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues, your leader, and your Members which is very important to us.What’s in it for you?We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.We provide you with the tools and technology needed to delight your candidates and clients.You’ll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the worldHybrid work arrangements with in-person office time to collaborate, innovate and form relationships with your colleaguesThis isn’t your typical “corporate” job. We work hard and we have fun.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 full 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 YouMeridian 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.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.Follow us on Twitter at#LI-JZ1
#LI-HYBRID

Credit Administrator – Metroland Media – Toronto, ON

Company: Metroland Media

Location: Toronto, ON

Expected salary:

Job date: Wed, 04 Jun 2025 22:22:28 GMT

Job description: Company DescriptionMetroland Media is a dynamic Media Company delivering vital business and community information to millions of readers across Ontario each week. With a healthy product offering in-print, online, trade shows and distribution networks, no target is unreachable. We are Ontario’s largest and most successful community news and information source, provides local news and multi-media marketing solutions in Canada’s heartland.Metroland’s diverse array of on-line products are visited by over 4 million unique visitors each month and print products are in the hands of more than 4.5 million customers a week. We continuously bringing new and acquired online products to market in order to provide our customers with a one-stop, comprehensive marketing solution. To connect with us, visit .Our Commitment To Diversity
We strive to be a leader in building and cultivating an employee community framed around fairness, support and opportunity. We believe that what makes us different, makes a difference. And as a team, the diversity of our backgrounds, interests and experiences is what enriches our work, and our workplaces. We welcome all, and we strive for an inclusive culture that allows individual growth and shared success.Job DescriptionThe Credit Administrator is responsible for managing the credit and collection of customer accounts, reconciling payments, and ensuring the accuracy of financial data. This role requires strong analytical skills, attention to detail, and the ability to communicate effectively with clients and internal teams.Key Responsibilities:

  • Collection of advertising accounts
  • Make credit decisions based on company credit policies and procedures
  • Extract and manipulate data from various sources using Excel functions such as filtering, sorting, pivot tables, and data formatting
  • Prepare and send reconciliations to clients and internal contacts in a clear and concise format
  • Navigate client web portals to upload data and access necessary information
  • Conduct online background research on clients using various sources
  • Organize and maintain digital files
  • Communicate regularly with clients and internal contacts through phone, Outlook and Teams, ensuring messages are clear and professional
  • Identify and investigate data discrepancies efficiently, ensuring timely resolution
  • Work collaboratively with clients and internal teams to resolve conflicts and create effective solutions
  • Prioritize daily tasks to meet deadlines and manage bring-forward tasks efficiently
  • Keep management informed of task progress and escalate issues as necessary
  • Ensure proper handling of confidential data in accordance with Payment Card Industry (PCI) standards
  • Maintain accurate records of customer interactions and payment processing activities.

Qualifications

  • Minimum two years customer service experience
  • Minimum two years credit and collection experience or payment handling experience
  • Intermediate proficiency in Microsoft Excel, including data extraction, pivot tables, VLOOKUP, MATCH, and INDEX functions
  • Strong general computer skills, including familiarity with web navigation and digital file organization
  • Excellent written communication skills, with the ability to draft clear and concise emails
  • Experience in accounts receivable or financial reconciliation
  • Strong mathematical skills and financial acumen
  • Knowledge of the media industry (preferred but not required)
  • Works independently while also collaborating effectively with team members
  • Possess excellent problem-solving skills
  • Thrives in a fast-paced environment
  • Proficiency in Microsoft Office

Additional InformationAODA
We are committed to providing an inclusive and barrier-free recruitment process ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with Accessibility for Ontarians with Disabilities Act and Ontario Human Rights Code we will endeavour to provide accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to a disability during the recruitment process, please notify the hiring manager upon scheduling the interview of your requirements.

Company Overview:
Metroland Media is a leading media company in Ontario, providing essential business and community information to millions weekly. With a robust mix of print, online, and trade show offerings, it serves over 4.5 million print customers and attracts 4 million unique online visitors monthly. The company aims to be a one-stop marketing solution through innovative products and an inclusive workplace culture that values diversity.

Job Position: Credit Administrator
The Credit Administrator manages customer accounts, reconciles payments, and ensures financial data accuracy. Key responsibilities include:

  • Collecting advertising accounts and making credit decisions.
  • Utilizing Excel for data manipulation and analysis.
  • Preparing client reconciliations and ensuring clear communication.
  • Conducting background research on clients and maintaining digital files.
  • Resolving data discrepancies and collaborating with teams.
  • Prioritizing tasks to meet deadlines and maintaining confidentiality in data handling.

Qualifications Required:

  • At least two years of customer service and credit/collection experience.
  • Intermediate proficiency in Microsoft Excel.
  • Strong communication and problem-solving skills.
  • Financial acumen and familiarity with accounts receivable.

Inclusion Commitment:
Metroland Media is dedicated to an accessible hiring process, providing accommodations for applicants with disabilities during recruitment.

Meridian Credit Union – Legal Counsel – Etobicoke, ON

Company: Meridian Credit Union

Location: Etobicoke, ON

Expected salary:

Job date: Wed, 04 Jun 2025 04:01:51 GMT

Job description: Description :About this opportunityAt 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.We are seeking a Legal Counsel to join our Legal Services team, reporting to the Director, Legal Services. This role will provide high-quality, timely legal advice across a broad range of matters, with a focus on member concerns, litigation, vendor contract review, and strategic initiatives. The successful candidate will act as a trusted advisor to internal business units, supporting compliance, risk mitigation, and operational excellence.Key ResponsibilitiesLitigation Management

  • Manage litigation matters from end-to-end, including early assessment of cause of action and liability, developing litigation strategies, instructing and overseeing external counsel, drafting and reviewing correspondence, assessing settlement options, providing and reviewing opinions and recommendations, and assisting with the creation of pleadings, briefs, and supporting documentation for litigation files.
  • Provide sound legal advice and recommend strategies to mitigate risk and limit liabilities and exposure.
  • Contribute to the continual improvement of processes, documentation, and practices to achieve a more efficient workflow.
  • Lead the creation of templates and tools to support the knowledge and engagement of legal resources.

Vendor Contract Review; Projects and Initiatives

  • Review and revise vendor third-party contracts working directly with various business departments.
  • Assist the Director and Vice-President on key initiatives and projects.
  • Act as a resource to support business units as appropriate on special projects.

Trusted Advisor and Counsel

  • Provide high quality and timely legal advice, responding to requests and queries, providing interpretations, explanations and guidance around legal contracts, agreements, tactics, and managing client relationships to steer and influence outcomes.
  • Provide advice and support in response to inquiries daily by multiple employees of our corporate offices and branches on general matters involving Member concerns and inquiries, fraud and anti-money laundering, estates, privacy, marketing, legal interpretation, compliance and audit.
  • Support and guide our business functions to understand and apply legal advice.
  • Educate business partners about legal matters and developments relevant to their business area.
  • Develop strong, collaborative working relationships internal and external stakeholders to understand activities and legal/business issues, identify opportunities to leverage resources and share information, collaborate on projects and initiatives and influence outcomes.

Qualifications

  • Juris Doctor (JD) or Bachelor of Laws (LLB) degree.
  • Member in good standing with the Law Society of Ontario.
  • Minimum of 4 years of experience, preferably within the financial services industry.
  • Strong knowledge of litigation management, regulatory compliance, and risk management.
  • Excellent analytical, research, and problem-solving skills.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Exceptional oral and written communication skills, interpersonal skills and a commitment to quality client service.

Office Location: 3330 Bloor Street West, Toronto OR 75 Corporate Park Drive, St. Catharines. This is a hybrid work opportunity.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of semi-monthly regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.What’s in it for you?

  • We have an inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success!
  • We provide you with the tools and technology needed to delight your candidates and clients!
  • You will get to work with and learn from diverse industry leaders and colleagues, who have hailed from top organizations.
  • Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues.
  • This is not your typical “corporate” job. We work hard and we have fun!

Who we are:Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 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.Find our story here:Experience the Difference!Meridian 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.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.Follow us on Twitter at#LI-TJ1#LI-HYBRIDSkills : Decision Making: Required Advanced
Conflict Management: Required Advanced
Analytical: Required Advanced
Business Acumen: Required Advanced
Critical thinking: Required Advanced
Effective Communicator: Required Advanced
Manages Competing Priorities: Required Advanced
Negotiation: Required Advanced
Strategic Thinking: Required Advanced
Interpersonal: Required AdvancedBehaviors : Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Dedicated: Devoted to a task or purpose with loyalty or integrity
Team Player: Works well as a member of a groupMotivation : Self-Starter: Inspired to perform without outside help
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Meridian Credit Union – Contact Centre Representative – Part-Time – 6 Month Contract – Toronto, ON

Company: Meridian Credit Union

Location: Toronto, ON

Expected salary:

Job date: Wed, 21 May 2025 22:53:30 GMT

Job description: Description :About this opportunityAt 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.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.Is this role right for you? In this role, you will:As a member of the Contact Centre, the primary responsibilities for this position will be to understand services, financial and product needs of our Members while providing the appropriate advice and recommendations to fit these needs. This will include proactively identifying and promoting opportunities for Meridian and our Digital Bank’s products and services including the support of our digital and self-serve products. In this role the Contact Centre Representative will be responsible for meeting and exceeding specific individual and team based business goals. While providing the right financial solutions the incumbent will genuinely build and develop relationships with Members which will deepen their overall relationship with Meridian Credit Union and our digital bank. Individuals in this role will be expected to proactively engage in activities such as revenue generating and sales based activities, foster relationships and leverage referrals.

  • Proactively identify and promote opportunities with all Members, identifying Member needs and expectations and align products and services based on the identification of those needs driving referrals and provide seamless service experiences
  • Provide support to the Contact Centre by proactively responding to Member-initiated contacts, delivering fast, friendly efficient service, assisting with financial transactions such as but not limited to transfers, Cheque ordering, bill payments, DEFTs, ABM limit increase
  • Resolve problems at first point of contact where possible and refer more complex Member concerns to appropriate staff
  • Provide first point of support and resolve issues relating to technical issues; issues with OLB, etransfers, ABM/POS and within prescribed timelines

How you will succeed:

  • Strong commitment to service excellence and achievement of results
  • Solid knowledge of Meridian & our Digital Banks products, services and procedures or work experience in the Financial Services Industry
  • Organized with ability to quickly prioritize and effectively handle critical issues as they occur
  • Ability to exercise sound judgement
  • Works well independently or in a team environment
  • Possesses an understanding of all digital and self-serve initiatives
  • Flexible to work all scheduled hours which may include evenings and weekends

Competencies:

  • Member Focus – Personally demonstrating that our Members are our highest priority.
  • Proactive – Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.
  • Open Communication – Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.
  • Business Savvy – Continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively.
  • Partner Orientation – Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals.
  • Integrity – Doing the right thing by always acting with openness, honesty and respect.

Office Location: Our team works in a hybrid environment at our St. Catharines office located at 531 Lake St, St Catharines, ON L2N 4H6, CAN.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of semi-monthly regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.What’s in it for you?

  • We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
  • We provide you with the tools and technology needed to delight your candidates and clients!
  • You’ll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
  • Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
  • This isn’t your typical “corporate” job. We work hard and we have fun!

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.