Grimsby, On Wealth manager Jobs – 17 Openings This Week

Senior Manager, Sales & CRM Optimization
FirstOntario Credit Union —Hamilton, ON
- $93,677–$128,806 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Salesforce
- Employee assistance program
Quick apply
Senior Manager, Sales Effectiveness (Wealth)
Meridian Credit Union —St. Catharines, ON
- $110,000–$125,000 a year
- Hybrid work
- CRM software
- Microsoft Excel
- Sales
Licensed Financial Services Associate - Full Time
Meridian Credit Union —Beamsville, ON
- $52,000–$78,000 a year
- Weekends as needed
- Sales
- Finance
- Analysis skills
- Tuition reimbursement
- Paid time off
Financial Planner - Grimsby
TD Bank —Grimsby, ON
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Property Services Coordinator
Wesley —Hamilton, ON
- $57,310 a year
- Weekends as needed
- High school diploma or GED
- Dental care
- Employee assistance program
Quick apply
Member Services Representative – Part-Time (Vineland)
Meridian Credit Union —Vineland, ON
- $45,000–$49,900 a year
- Part-time
- Sales
- High school diploma or GED
- Analysis skills
- Tuition reimbursement
- Paid time off
Coordinator – Special Care Unit
Wesley —Hamilton, ON
- $55,235 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Word processing
- Dental care
- Employee assistance program
Quick apply
1d
Senior Manager, Virtual Financial Planning Sales
Meridian Credit Union —St. Catharines, ON
- $110,000–$125,000 a year
- Hybrid work
- CRM software
- Sales
- Microsoft Office
2d
Investment Advisor
Royal Bank of Canada —Hamilton, ON
- Full-time
- Sales
- Business
- Marketing
Coordinator of Volunteer Programs- 18 month Maternity Leave
Alzheimer Society Niagara Region —St. Catharines, ON
- $45,000–$48,000 a year
- Weekends as needed
- Public speaking
- Databases
- No university degree
- Wellness program
- Mileage reimbursement
Quick apply
10d
Member Experience Representative
FirstOntario Credit Union —St. Catharines, ON
- From $28.88 an hour
- Full-time
- Microsoft Office
- High school diploma or GED
- Financial services
- Employee assistance program
Quick apply
Senior Member Experience Representative, Remote Banking
FirstOntario Credit Union —Hamilton, ON
- From $29.20 an hour
- Full-time
- Remote
- Microsoft Office
- Travel
- Communication skills
- Employee assistance program
Quick apply
Community General Manager, Imperial Service (18-month)
CIBC —Stoney Creek, ON
- Full-time
1d
Sous Chef (Relief)
Wesley —Hamilton, ON
- $23.15 an hour
- CPR Certification
- Heavy lifting
- Cooking
Quick apply
Geologist, GIT (Contract)
Geominex Consultants Inc —Canada
- $350–$450 a day
- Rotating shift
- Microsoft Office
- Supervising experience
- Bachelor's
Quick apply

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*RIBO License (Registered Insurance Brokers of Ontario) in good standing required, *AB Gen 1 or another provincial license an asset.
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Senior Manager, Sales & CRM Optimization

FirstOntario Credit Union -
Hamilton, ON

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Job details

Full-time
$93,677–$128,806 a year

Qualifications

CRM software
Economics
Sales
Salesforce
Post-secondary education
Microsoft Office
Usability
Financial services
Business
Communication skills

Full job description

Why FirstOntario?

Competitive compensation packages
Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account
Enhanced mental health benefits through SunLife and TELUS Health
Exclusive banking benefits
Up to $1000 per year towards professional development
Pension Plan
Flex-work environment
Company-wide Employee Volunteer program (Blue Wave Program)
Employee and Family Assistance Program

Job Overview

The Senior Manager, SalesMRM Optimization plays a key role in shaping FirstOntario's new Member Relationship Management (CRM/MRM) platform and how it is used across the organization. This role supports the strategic direction of Retail, Business and Wealth by creating and managing MRM-specific workflows, triggers, automations, adoption strategies and related processes. The position is responsible for helping the platform mature with the organization and become an essential tool for teams to leverage across the member journey.

This role also supports Retail Banking initiatives that deepen member relationships and engagement, including campaigns, projects and other member engagement activities.

Role

Support the end-to-end launch of the MRM platform, including vendor coordination, data migration, system configuration, and user onboarding across all phases of deployment.
Responsible for the overall management of FirstOntario's MRM platform, inclusive of:
- All configurable elements including workflows, automations, alerts and reminders, process paths, member journeys, templates, recommendations, dashboards and reporting structures in conjunction and collaboration with cross-functional teams
- Working with leadership to define and manage a MRM roadmap, ensuring alignment to organization goals and member experience strategies
Establish any MRM-related processes while working alongside Operations for documenting and communicating
Standardize the member experience across all life stages by leveraging MRM tools and process-driven standards
Identify opportunities to automate repetitive tasks and member communications and see through to implementation
Partner with Retail, Business and Wealth teams to build and execute MRM-driven campaigns inclusive of lead nurturing, onboarding, retention and cross-selling initiatives
Enable the adoption and maximize the impact of embedded sales effectiveness tools within the MRM/CRM ecosystem to improve sales team performance and operational efficiency
Support and monitor MRM-related KPIs and overall performance metrics to help inform strategic decisions
Manage semi-annual MRM updates directly with the MRM vendor and FirstOntario's IT team, inclusive of testing, bug reporting, feature implementing and regression testing
Administer and maintain the MRM platform in conjunction with FirstOntario's IT team
Work with Business Intelligence to support the development of dashboards and reports that meet the needs of both staff and leadership of member-facing teams
Support cross-functional projects that involve MRM integrations, reporting and member communication-related elements
Support the overall change management and initial and ongoing training efforts to ensure MRM is successfully adopted across the business
Run internal focus groups and steering committees as required as it relates to MRM
Support TalentSales Enablement around all training elements related to the MRM and its overall adoption across the business as required
Support related Retail initiatives, campaigns and projects as required while being an advocate for improving member engagement and the overall member experience
Serve as a subject matter expert and internal consultant for MRM best practices
Support MRM-related inquiries through the Enterprise SupportResolution Hub as required
Continuously gather feedback from users to improve MRM usability and effectiveness
Performs additional duties as assigned

Requirements

Post-secondary degree or diploma in business, economics or relevant industry experience
Three (3) years progressive experience in the financial services industry inclusive of sales experience
Two (2) years of Customer Relationship Management (CRM) platform configuration experience
Experience with CRM systems such as SugarCRM, Salesforce, Microsoft Dynamics, HubSpot, or other in-market CRM platforms
In-depth knowledge of financial products, services and the overall member/customer experience from initial onboarding to the estates process
Tech-forward mindset and comfortable using a broad set of digital tools with a drive for innovation and change
Exceptional attention to detail with an ability to meticulously test software configuration changes
Must be a resourceful problem solver and possess a strategic mindset, capable of navigating a strategic vision from initial concept to desired outcome
Strong interpersonal and communication skills
Ability to train as required while supporting the success of internal stakeholders and the overall business
Proficient using MS Office Suite, working knowledge of financial institution banking systems is considered an asset
Be aware of and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation and FirstOntario policies and procedures
Must be willing to travel as required

This role is hybrid in Stoney Creek, ON.

This posting is for an existing vacancy.

Salary Range: $93,677 to $128,806 annually.

Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

#FOSJ

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Refine Your Search

wealth manager jobs in grimsby, on

Senior Manager, Sales & CRM Optimization

Senior Manager, Sales Effectiveness (Wealth)

Licensed Financial Services Associate - Full Time

Financial Planner - Grimsby

Property Services Coordinator

Member Services Representative – Part-Time (Vineland)

Coordinator – Special Care Unit

Senior Manager, Virtual Financial Planning Sales

Investment Advisor

Coordinator of Volunteer Programs- 18 month Maternity Leave

Member Experience Representative

Senior Member Experience Representative, Remote Banking

Community General Manager, Imperial Service (18-month)

Sous Chef (Relief)

Geologist, GIT (Contract)

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