Waterloo On Financial services administrator Jobs – 13 Openings This Week

Financial Services Administrator
Wagner, Livock & Associates Financial Services Inc —Kitchener, ON
- $45,000–$60,000 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- Salesforce
- Wellness program
- Disability insurance
Quick apply
Clerk II (Accounts Payable)
Region of Waterloo —Kitchener, ON
- $28.84–$32.64 an hour
- Temporary
- Childcare
- Microsoft Excel
- High school diploma or GED
2d
Business Administrator
Richardson Fire Systems Inc —Cambridge, ON
- $17.20–$25.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Dental care
- Vision care
Quick apply
4h
Disability Payment Specialist
OTIP Group of Companies (OTIP, Orbit, Curo) —Waterloo, ON
- $57,669–$79,295 a year
- Overtime
- Hybrid work
- Customer service
- Microsoft Office
- Math
Quick apply
7d
Scheduling and Administrator (Security Industry)
Securitas Canada Ltd. —Cambridge, ON
- $26.50 an hour
- Overtime
- CPR Certification
- Microsoft Excel
- Customer service
Scheduling and Administrator (Security Industry)
Securitas Security Services —Cambridge, ON
- $26.50 an hour
- Overtime
- CPR Certification
- Microsoft Excel
- Customer service
Research Finance Specialist
University of Waterloo —Waterloo, ON
- $87,620.25–$109,525.32 a year
- Full-time
- Microsoft Excel
- Research
- Finance
1d
Internal Project Controller
CIMA+ —Kitchener, ON
- $68,960–$94,820 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- English
- Employee assistance program
- Flexible schedule
Quick apply
1d
Mortgage Analyst
Capstone Asset Management —Cambridge, ON
- $60,000–$85,000 a year
- Microsoft Excel
- In-person
- Business

More jobs to discover

Find similar jobs that you might be interested in.

Clerk II (Accounts Payable)
Region of Waterloo —Kitchener, ON
To code, match, and process for payment, with appropriate purchase order and receiving report authorizations, all invoices received by the Region, and to…
$28.84–$32.64 an hour
2d

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Accounts Receivable Clerk/Registrar
Confidential —Pickering, ON
This includes but is not limited to the billing of parent’s accounts, processing and monitoring payments, A/R reconciliations, bank deposits, tax receipts, cash…
$43,800–$56,377 a year
Quick apply
Bilingual Bankruptcy/Proposal Administrator
Vault Credit Corporation —North York, ON
Communicate directly with Licensed Insolvency Trustees (LITs) and customers. This role involves liaising with trustees, and internal stakeholders to protect the…
$55,000–$70,000 a year
Quick apply

Show more jobs in cities nearby

I want to receive the latest job alerts for financial services administrator in waterloo on

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial services administrator jobs near waterloo on

Financial Administrator jobs in Kitchener, ON

Administrative Assistant jobs in Cambridge, ON

Financial Analyst jobs in Burnaby, Bc

Financial Administrator jobs in Remote

Financial Administrator jobs in Victoria, Bc

Financial Administrator jobs in Hamilton, On

Financial Advisor jobs in Kelowna, Bc

Financial Administrator jobs in Greater Sudbury, On

Entry Level Financial jobs in Vancouver, Bc

Business Management jobs in Calgary, Ab

Payroll Administrator jobs in Calgary, Ab

Office Administrator jobs in Regina, Sk

Business Administrator jobs in St. John's, Nl

Business Administrator jobs in Vancouver, Bc

Business Administrator jobs in St. Catharines, On

Business Administrator jobs in Calgary, Ab

Medical Office Administrator jobs in Toronto, On

Disability Specialist jobs in Edmonton, Ab

Disability Specialist jobs in Calgary, Ab

Reimbursement Specialist jobs in Toronto, On

Financial Services Administrator

Wagner, Livock & Associates Financial Services Inc
Kitchener, ON

Quick apply

Job details

Permanent | Full-time
$45,000–$60,000 a year

Qualifications

Bilingual
French
Microsoft Excel
Salesforce
Post-secondary education
English
Administrative experience
CFP
Financial services
CSC

Full job description

About

Wagner, Livock & Associates Financial Services Inc. (WLA) is a firm providing financial services to Canadians. We have served our clients across multiple generations. Many of the relationships we hold today began with the parents and grandparents of the clients we work with now, a fact we take seriously, because it is only earned by decades of doing right by people. Our work is guided by four values. They shape how we make decisions, how we support one another, and how we show up for clients.

Service

Our commitment to exceptional client service shapes every interaction and helps us build lasting relationships.

Growth

We grow by expanding our knowledge, business, strengthening relationships, and delivering consistent value.

Compliance

We maintain the highest ethical standards and adhere to all regulations, ensuring trust and transparency.

Sustainability

We prioritize long-term solutions that balance financial wellness and social responsibility.

The Role

The Financial Services Administrator supports the full lifecycle of the client relationship; from onboarding, through every transaction, compliance requirement, and review.

You work directly with our principal, our advisors, and with our clients, and you are trusted with files that represent meaningful life decisions: retirement savings, risk planning, estate planning, corporate needs, group benefits, and group savings. The position reports to the management team and works closely with the firm's licensed advisors and the Executive Assistant.

The Work

The administrator's week is structured around the client case lifecycle. Most client meetings moves through five stages, and you own every one of them. The day-to-day is a blend of structured, recurring work and problem-solving.

1) Pre-Meeting Preparation

Update client holdings, beneficiaries, and KYC info in the CRM.
Pre-populate necessary signature forms and flag file issues.
Brief the advisor on file status prior to the meeting.
Prepare portfolio reviews and calculate performance data.
Assist with compiling fund research and organize presentation options.

2) In-Meeting Support

Attend client meetings alongside the advisor.
Take detailed, real-time notes on decisions and commitments.
Track emerging action items for compliance and follow-up records.

3) Post-Meeting Follow-Up

Draft clear, professional summary emails within service standards.
Detail discussion points, decisions, and next steps for both parties.

4) File Management & Compliance

Organize and maintain complete, audit-ready client documentation.
Ensure all files are defensible for carriers and regulators.

5) Daily Operations

Process approved transactions and submit applications.
Send, track, and reconcile signature forms.
Coordinate with carriers and monitor asset transfers to settlement.
Close, archive, or flag files for ongoing review.
Provide timely status updates to clients and advisors.

What We Are Looking For

Active or in-progress LLQP (Life Licence Qualification Program), or Accident & Sickness certification.
Active or in-progress Canadian Securities Course, Investment Funds in Canada, or registration as a mutual fund Dealing Representative.
A post-secondary degree, or an equivalent combination of education and directly relevant experience.
Two or more years of experience in a financial services administrative role, or equivalent experience in a setting with comparable demands for accuracy, confidentiality, and regulatory awareness.
A strong working command of Microsoft Excel.
Demonstrable writing ability, clear, professional, and appropriate to a financial services setting.
Ability to work from our Kitchener, Ontario office full-time.

Preferred But Not Required

Familiarity with CIRO-regulated dealer operations or managing general agency (MGA) workflows.
Experience with a financial services practice management system such as Salesforce, Conquest Financial Planning, or an equivalent platform.
Progress toward or completion of QAFP, CFP, or CLU.
Bilingualism in English and French.
Hands-on experience with income modelling, retirement planning software, or portfolio analysis tools.

Compensation and Schedule

The salary range for this position is between $45,000 to $60,000 CAD per year. Increases are tied to performance, to continuing education, and to progression through licensing. We are hiring for the long term, and we will pay appropriately for the capability that develops over time.

The regular schedule is 37.5 hours per week, Monday to Friday, between 8:30 a.m. and 4:30 p.m. Eastern. The position is based out of our Kitchener office.

Benefits

We offer a comprehensive employer-paid benefits plan that includes extended health, dental, vision, and paramedical coverage, alongside life and disability insurance. We also offer a competitive Group Savings Plan, and paid time off.

How We Hire

The process moves through the following stages. At each stage we will communicate the outcome within five business days, whether we are asking you to continue.

Resume review: Initial screening of applications against the criteria above.
Formal application: Shortlisted candidates are invited to complete our application form.
Virtual conversation: A 30-minute introductory conversation with a hiring manager.
Aptitude assessment: A 30-minute proctored assessment covering the core skills of the role.
Second interview: A deeper conversation, in-person with our CEO & CFO.
Final conversation: An in-person visit to our Kitchener office and introductions to the team.

References and offer

Reference and background checks, followed by a written offer.

How To Apply

Please submit your application of resume and a brief cover letter on our Indeed page. In the cover letter, please tell us what drew you to the role and what you believe you would bring to it.

Pay: $45,000.00-$60,000.00 per year

Benefits:

Company events
Company pension
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site gym
On-site parking
Paid time off
Vision care
Wellness program

Application question(s):

Are you located (residing) in the KW Region?
Do you have previous work experience with Sun Life or another carrier in Canada?
Do you have previous work experience with an Advisor or Advisor Group in Canada?
Do you have an active or expired Canadian Securities Certificate (CSC) or Mutual Funds License?
Do you have an active or expired Life, AD&D, Sickness License?

Work Location: Hybrid remote in Kitchener, ON N2G 1W6

Quick apply

Refine Your Search

financial services administrator jobs in waterloo on

Financial Services Administrator

Clerk II (Accounts Payable)

Business Administrator

Disability Payment Specialist

Scheduling and Administrator (Security Industry)

Scheduling and Administrator (Security Industry)

Research Finance Specialist

Internal Project Controller

Mortgage Analyst

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alerts for financial services administrator in waterloo on

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected