PEI Sector: Banking and Financial and Insurance Services

The bookkeeper position creates financial transactions and creates financial reports from that information. The creation of financial transactions includes posting information to accounting journals or accounting software from such source documents as invoices to customers, cash receipts, and supplier invoices.

Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their business banking needs. You are an organized, multi-tasker that enjoys a fast-paced environment. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Assists in the day-to-day operations of the Credit Union and provides services to its business owners/members. Processing and posting of all loan entries for commercial loan payments, new loan advances, loan payouts, LOC increases, interest rate changes, AFT returns on loans, etc. Load new commercial loans on the Horizon banking system from source documents including business loan applications. Assist and complete …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to support our members with their financial needs. You are an organized, multi-tasker that enjoys a fast-paced environment. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Processing and posting of all loan and mortgage entries for payments, advances, payouts, interest rates, etc. Assists with the administration of assigned accounts. Assists in the day-to-day operations of the Credit Union and provides services to its owners/members when required. Brings forward ideas and solutions that will improve the administration function within the Credit Union. Processing and posting of all loan entries for personal loan payments, new loan advances, loan payouts, LOC …

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Financial Services Officer Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their personal banking needs. You are an organized, multi-tasker that enjoys a fast-paced environment. You are eager to learn about financial products and services and what makes Credit Unions unique from other financial institutions. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Provide individual financial counseling and information to members on loan services and deposit products available through the credit union. Analyze applicants’ personal and financial data to determine lending/investment needs, loan feasibility, verifies applicant’s credit worthiness, establishes credit limits, …

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Financial Services Officer Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their personal banking needs. You are an organized, multi-tasker that enjoys a fast-paced environment. You are eager to learn about financial products and services and what makes Credit Unions unique from other financial institutions. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Provide individual financial counseling and information to members on loan services and deposit products available through the credit union. Analyze applicants’ personal and financial data to determine lending/investment needs, loan feasibility, verifies applicant’s credit worthiness, establishes …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: The Supervisor, Member Service is responsible for the effective supervision and coaching of the Member Service Representative’s, ensuring that workflow and performance are kept at a superior level.  The Supervisor, Member Services will ensure that members receive quality service while maintaining the safety of member and Credit Union assets through the adherence to security and risk management policies and procedures. What You’ll Do: Responsible for direct supervision and coaching of MSR’s ensuring they have the necessary training, resources and coaching to provide the expected level of service to members. Completes regular one on one coaching with direct reports and provides scheduled feedback and interim progress based on performance measurements and completes annual performance reviews. Oversees and manages the branch treasury and ensures …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their business banking needs. You are an organized, multi-tasker that enjoys a fast-paced environment. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Assists in the day-to-day operations of the Credit Union and provides services to its business owners/members. Processing and posting of all loan entries for commercial loan payments, new loan advances, loan payouts, LOC increases, interest rate changes, AFT returns on loans, etc. Load new commercial loans on the Horizon banking system from source documents including business loan applications. Assist …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their business banking needs. You are an organized, multi-tasker that enjoys a fast-paced environment. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Assists in the day-to-day operations of the Credit Union and provides services to its business owners/members. Processing and posting of all loan entries for commercial loan payments, new loan advances, loan payouts, LOC increases, interest rate changes, AFT returns on loans, etc. Load new commercial loans on the Horizon banking system from source documents including business loan applications. Assist …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their day-to-day banking needs. You are eager to learn about financial products and services and what makes Credit Unions unique from other financial institutions. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Provide account services to members in a courteous and professional manner by receiving, processing and recording financial transactions. Inform members of new services and products that may be beneficial to them and direct them to other staff as appropriate. Keep up to date on financial industry trends and participate …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their day-to-day banking needs. You are eager to learn about financial products and services and what makes Credit Unions unique from other financial institutions. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Provide account services to members in a courteous and professional manner by receiving, processing and recording financial transactions. Inform members of new services and products that may be beneficial to them and direct them to other staff as appropriate. Keep up to date on financial industry trends and participate …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their day-to-day banking needs. You are eager to learn about financial products and services and what makes Credit Unions unique from other financial institutions. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Provide account services to members in a courteous and professional manner by receiving, processing and recording financial transactions. Inform members of new services and products that may be beneficial to them and direct them to other staff as appropriate. Keep up to date on financial industry trends and participate …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their day-to-day banking needs. You are eager to learn about financial products and services and what makes Credit Unions unique from other financial institutions. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Provide account services to members in a courteous and professional manner by receiving, processing and recording financial transactions. Inform members of new services and products that may be beneficial to them and direct them to other staff as appropriate. Keep up to date on financial industry trends and participate …

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General Summary The Assistant Manager manages overall store operations and the achievement of company goals and directives. Essential Duties & Responsibilities Include the following. Other duties may be assigned. Customer Service • Provide positive representation of store. • Proactively assist customers in solving problems. • Provide a friendly, outgoing demeanor; work well with customers as well as associates. • Handle customer complaints. Work to resolve problems with the customer and have store’s best interest taken into consideration. • Possess excellent product knowledge and knowledge of store layout and location of products. Store Operations • Ensure a positive, professional and safe work environment for all associates. • Supervise the “general operations” of the entire store. • Work with Store Manager on all aspects of running the store. • Assist with daily maintenance, orderliness and cleanliness of the sales floor, stock room and outdoor merchandise areas. • Ensure that price changes and label updates are completed timely and accurately. • Maintain inventory accuracy at all times by cycle counting • Perform all other duties as assigned. Inventory & Merchandising • Assist receiving to ensure it is completed in a safe and efficient way. • Assist to ensure receiving, checking in and stocking …

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MRSB is a leading professional services firm providing multi-divisional services to a diverse client base.  Our Charlottetown office is seeking an experienced Bookkeeper to join our dynamic team.  This opportunity is a full-time, permanent position, offering a salary range of $37,000 – $48,000, dependent on experience. Primary responsibilities: ·     Maintaining records of financial transactions of the clients; ·     Preparing daily/monthly reports; ·     Maintaining general ledger, reconciling banks, credit cards, inventory, AP/AR and payroll; ·     Government remittances. The ideal candidate will offer: ·     Strong understanding of generally accepted accounting and bookkeeping principles and practices; ·     Understanding and proficiency related to accounting programs such as Sage 50, QuickBooks Online and Microsoft Office products; ·     Excellent time-management, organizational, communication and analytical skills; ·     The ability to work well in a team environment as well as independently; ·     A minimum of five (5) years of related work experience; ·     A valid driver’s license as some travel to client sites across PEI will be required. MRSB is a progressive, forwarding thinking professional services firm with offices in Charlottetown, Summerside, Mill River and Souris. We continually strive for excellence and pride ourselves on delivering high quality services to exceed our client’s expectations. We offer a flexible …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their day-to-day banking needs. You are eager to learn about financial products and services and what makes Credit Unions unique from other financial institutions. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island.   What You’ll Do: Provide account services to members in a courteous and professional manner by receiving, processing and recording financial transactions. Inform members of new services and products that may be beneficial to them and direct them to other staff as appropriate. Keep up to date on financial industry trends and …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited to recommend new processes, platforms, initiatives, and strategies that support the Provincial Credit Union member journey. You have an exceptional ability to research, analyze, evaluate, and recommend processes to support the implementation and adoption of digital and branch initiatives, software applications, technologies and other solutions that will directly impact our members’ and staffs’ overall experience, retention and satisfaction. What You’ll Do: Using project management methodology, support the implementation and adoption of digital initiatives, software applications and technologies that would directly impact members’ experience, retention, and satisfaction. Work closely with stakeholders (business stakeholders, senior team members and other SMEs, project team, and focus groups) to understand and capture business needs, define, analyze, and evaluate requirements and business processes. Where appropriate, …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are an enthusiastic individual with excellent knowledge of social media platforms. You have great communication skills, and excellent planning and time management skills. As a key member of the marketing team, you will help plan and coordinate the operations of the social media channels of Provincial Credit Union as well as act as a representative in the community and other sponsored events. What You’ll Do: Social Media Develop and curate engaging content for social media platforms. Assist in the creation and editing of written, video, and photo content. Maintain a unified brand voice across different social media channels. Collaborate with marketing team to create a social media calendar. Monitor social media channels for industry trends. Interact with users and respond to …

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Job description Our company is looking for a talented Billing Coordinator to join our dynamic team. You will perform a range of duties including preparing various reports and spreadsheets related to billing and receivables, preparing invoices and forwarding to the appropriate contact or department as required. Ideal billing specialists should enjoy drafting and editing billing files, demonstrating excellent attention to detail abilities. In addition to being an excellent communicator, you should also possess in-depth knowledge of Excel and accounting. If you are a quality conscious team player, who cares about customer satisfaction, and enjoys a challenging and rewarding company atmosphere, then you are a perfect fit for this team. Essential Responsibilities: Invoice Weekly/Monthly T&M billings Prepare and edit billing files between the company and clients in our Call Management System. Handle client questions Coordinate with clients to guarantee terms of contracts are fulfilled in compliance with the contract terms and regulations. Comfortable dealing with numbers and the processing of financial information Ensure both paper and electronic records are kept and orderly. Requirements: High School diploma or equivalent, Associate degree preferred Minimum of 1 years’ experience in a similar role Excellent oral and written communication skills Clean criminal record check (to …

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Service an existing book of commercial lines business, active intervention on renewal retention and the presentation of sales proposals to potential new clients. Required to obtain provincial General Agent license.  The position requires a commitment to achieve insurance designation in either CIP or CAIB studies. We offer competitive compensation, group insurance, company pension plan and generous vacation leave, and paid continued education.

Quoting and writing new business.  Maintaining an existing book of business. Ability to attain a General Agent License. Salary based on experience.  Insurance experience an asset.  Paid vacation leave, group insurance benefits, company pension plan and paid continuous professional development.

Our company is looking for a talented Service Contract Specialist to join our dynamic operations team. You will perform a range of duties including contract management for both of our US and Canada companies. You will also provide support to the Operations Administration Manager. If you are a quality conscious team player, who cares about customer satisfaction, and enjoys a challenging and rewarding company atmosphere, then you are a perfect fit for our team. Essential Responsibilities Contract management in a central repository Maintain contractual commitments in our field service management system Ensure contractual obligations are being met Prepare and maintain monthly contractual service invoices, including new agreements Automate contract administration processes Assist in contract preparation between the company and potential customers, ensure completion Handle contract cancellations/terminations Identify breach of contracts in a timely manner and escalate accordingly Research regulations to guarantee contracts are updated and in compliance with laws Coordinate with clients to guarantee terms of contracts are fulfilled in compliance with the contract terms and regulations Ensure both paper and electronic records are kept and orderly Assist in RFP response process Work closely with the accounting department to ensure accuracy of revenue for financial reporting Qualifications College degree preferred …

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MRSB Chartered Professional Accountants and MRSB Consulting Services are looking for an energetic, driven and bright individual to join our team as a Financial Consultant and Analyst. The position would be a shared resource between the two firms. Key Duties and Responsibilities MRSB Chartered Professional Accountants regularly conduct business valuations to determine the economic value of a business. As a financial analyst you will assist our Chartered Business Valuator (CBV) in preparing valuation packages. This will include work on a variety of assignments including gathering pertinent data, designing and working with financial models for discounted cash flow, market and transaction approach analysis, and assisting in the preparation and presentation of the analysis in a clear concise matter. MRSB Consulting Services provides services to public and private sector entities, with a focus on strategic initiatives, business plans and financing strategies. Many of our engagements include the preparation of financial projections with accounting policies, detailed assumptions, and a review and sign off from MRSB Chartered Professional Accountants. These financial projections are prepared to assist clients in obtaining funding and financing for their business initiatives or to support refinancing proposals. Skills and Experience The ideal candidate will have completed an Accounting Technician Diploma …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,076 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their business banking needs. You are an organized, multi-tasker that enjoys a fast-paced environment. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Leadership Provides and Co-ordinates product training for the Business Services Department. Leads project initiatives on behalf of the Business Services Department. Continually seek out and identify automation and/or process improvement opportunities. Stays up to date with trends, practices and competitive landscape in the area of cash management. Works directly with the Enterprise Solutions Group to identify, review and procure business …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,000 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You put people first and care about your team, members, and community. You lead by example and pride yourself in delivering quality financial products and services through educational conversations focusing on a needs-based approach, to current and prospective members. What You’ll Do: Plan and direct branch activities, coordinating with other key departmental staff to organize workflow and environment effectively and efficiently. Manage all branch functions that would pertain to a digital branch including but not limited to the following (i.e. Service Activities, Sales Activities Member First, Marketing initiatives, staffing, lending activities, investment activities, financial planning, subordinate training requirements, risk management, operations, regulatory fulfillments, etc.). Support all organizational goals and is responsible for the implementation of strategy. Support the team on having great member conversations …

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The successful applicant will be required to assist with the day to day accounting and financial workload and be administrative support to management. Preferably hold a Business and or Accounting designation/degree. We offer group insurance, company pension plan, paid continued education and training and generous paid vacation leave.

Experience an asset.  Quoting and writing new business.  Maintaining an existing book of business. Salary based on experience.  Paid vacation leave, group insurance benefits, company pension plan and paid continued education and professional development. Great opportunity for a career oriented employee.

Must have experience in Commercial Insurance and have a valid General Agent license for PEI.   Have CIP and/or CAIB or working towards an insurance designation. Strong technical and communication skills. Salary plus commission on new business.  Salary will be based on experience. Benefits include group insurance, company pension plan, generous paid vacation and continued education costs. All applicants will be kept confidential.

The Greater Charlottetown Area Chamber of Commerce (GCACC or Chamber) serves as the “Voice of Business” on economic issues for over 1100 members. Its members reflect a diverse network of small, medium, and large businesses from almost every industry sector and business profession in the capital region. The GCACC seeks a highly motivated individual to lead a team of talented and engaged employees and serve as its Chief Executive Officer (“CEO”). The CEO leads the day-to-day operations of the Chamber and reports to the Board of Directors (the “Board”). This key position directs all operational aspects of the GCACC, including membership, events, advocacy, finances, and community outreach and networking. The CEO focuses on sound business practices and nurtures strong relationships with Chamber members and stakeholders, while serving as the face of the organization for business members. The ideal candidate will possess a university or college degree, knowledge of the needs within a board governance structure, and will display: -A high degree of credibility, integrity, and reliability. -A collegial professional approach with a proven track record. -Exceptional communication and engagement skills. -Proven ability to work as a team to creatively solve problems. -Strong cultural competence related to equity, diversity, and inclusion. …

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Financial Services Officer Who We Are: We are the largest credit union in Atlantic Canada. We have 10 branch locations across PEI which span from Montague to Tignish. We have over 165 employees taking care of the financial needs of more than 35,000 Islanders. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team.  We seek to continuously improve.  We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their personal banking needs. You are an organized, multi-tasker that enjoys a fast-paced environment. You are eager to learn about financial products and services and what makes Credit Unions unique from other financial institutions. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Provide individual financial counseling and information to members on loan services and deposit products available through the credit union. Analyze …

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https://www.souriscreditu.com/Home/YourCreditUnion/AboutUs/Careers/ Financial Services Representative. Provide account services to members in a courteous and professional manner by receiving, processing, and recording financial transactions. Inform members of new services and products that may be beneficial to them and direct them to other staff as appropriate. Contribute to a team effort by accomplishing organizational and individual goals. Perform other responsibilities as assigned.

Maintaining an existing book of personal home and auto insurance as well as quoting and writing new business. Salary based on experience. We provide paid vacation leave, group medical/dental benefits, company pension plan and paid continuous professional development.

Provide support to 5 Brokers.  On-site training and company paid professional development.  Generous paid vacation leave.  Group Insurance benefits.  Company Pension Plan.

Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,000 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: The Marketing Specialist contributes to the development, execution and monitoring of the annual marketing plan including campaigns, programs, and community engagement. The Marketing has exceptional communication skills and a strong knowledge of digital marketing channels. What You’ll Do: Operational Oversight & Delivery Develop, implement, and track marketing programs such as email, social media, or digital campaigns, and events Collaborate with other internal teams (e.g. product and sales) to develop and monitor strategic marketing initiatives Analyze and report on the performance and efficiency of campaigns and programs Develop and create marketing materials, such as sales and product collateral, and ensure brand guidelines are met Collaborate with internal teams for the development and execution of community sponsorships and engagement activities What You Have: Required Education and …

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MRSB is a leading professional services firm providing multi-divisional services to a diverse client base.  Our Charlottetown and Summerside offices are both seeking an experienced Bookkeeper to join our dynamic team. Primary responsibilities: ·     Maintaining records of financial transactions of the clients; ·     Preparing daily/monthly reports; ·     Maintaining general ledger, reconciling banks, credit cards, inventory, AP/AR and payroll; ·     Government remittances. The ideal candidate will offer: ·     Strong understanding of generally accepted accounting and bookkeeping principles and practices; ·     Understanding and proficiency related to accounting programs such as Sage 50, QuickBooks Online and Microsoft Office products; ·     Excellent time-management, organizational, communication and analytical skills; ·     The ability to work well in a team environment as well as independently; ·     A minimum of five (5) years of related work experience; ·     A valid driver’s license as some travel to client sites across PEI will be required. MRSB is a progressive, forwarding thinking professional services firm with offices in Charlottetown, Summerside, Mill River and Souris. We continually strive for excellence and pride ourselves on delivering high quality services to exceed our client’s expectations. We offer a flexible work environment, benefits package and opportunities for career development and learning through an inclusive work …

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This front-line position provides support to our team of insurance brokers in the O’Leary & Alberton offices. We provide on-site training and company paid professional development. Full-time employees enjoy paid vacation, group medical/dental benefits and company pension plan. Salary based on experience.

Maintaining an existing book of personal home & auto insurance as well as quoting and writing new business. We provide paid vacation leave, group medical/dental benefits, company pension plan and paid continuous professional development.  Salary based on experience.  We have offices in O’Leary and Alberton. Splitting time between offices may occur.

This  front-line role provides support to our team of insurance brokers. We provide on-site training and company paid professional development. Full-time employees enjoy paid vacation leave, group medical/dental benefits and company pension plan. Salary based on experience.

At Fitzpatrick & Company we’re anything but your typical firm. We’re passionate about ensuring our clients receive unparalleled accounting services. We work closely with our clients to understand what they and their businesses need to provide professional, reliable expertise that FITZ. We are currently seeking Accounting Technicians to join our team! As an Accounting Technician, you would be required, but not limited perform the following: ·         Maintain client financial records ·         Create and analyze financial reports ·         Process accounts payable & receivables ·         Payroll process & remittance The ideal candidate possesses: ·         Completion of post secondary education in bookkeeping or related field ·         High degree of accuracy and attention to detail ·         Proven ability to calculate, post and manage accounting figures and financial records ·         Positive, professional attitude ·         Valid driver’s license Fitzpatrick & Co. value their employees and therefore have a strong compensation and benefits package including RRSP matching, fitness benefits, and maternity leave top-up. Remote working options are also available. Salary range is $20 – $30/hr. If you have experience and are interested in joining our team and sharing in our success, we would love to hear from you. Please send us your resume today! Fitzpatrick & Company …

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At Fitzpatrick & Company, we’re anything but your typical firm. We’re passionate about ensuring our clients receive unparalleled accounting services. We work closely with our clients to understand what they and their businesses need to provide professional, reliable expertise that FITZ. We are currently seeking a motivated and enthusiastic Administrative Assistant to join our firm. If you are passionate about client service, you have a growth mindset, and thrive under pressure, then you could be a great fit for our team! Reporting to the Administrative Services Manager, the Administrative Assistant is responsible for providing administrative support in an effective and efficient manner. Our ideal candidate should possess the following qualifications: Completion of a recognized post-secondary program in a related field Minimum 5 years’ experience in an administrative role Proficient in MS Office (Excel, Word, Outlook, PowerPoint) Excellent time management skills and ability to prioritize work and follow up Strong interpersonal, organizational and communication skills, oral and written. Strict attention to detail, strong problem-solving skills Ability to work in a fast-paced environment, handling varied tasks simultaneously while meeting multiple (and sometimes competing) deadlines Responsibilities: Processing Financial Statements, Business Plans, Projections, and other client deliverables for both in person and virtual meetings …

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Morell Credit Union is a growing, full-service financial institution offering the same products and services as other financial institutions; however, we maintain a cooperative, grassroots, personalized approach to serving our membership. We are very excited to be expanding our credit department and adding the position of   Financial Services Officer role to the team. The successful candidate will provide exceptional member service and build long-term mutually beneficial relationships with our membership by determining and fulfilling their retail credit needs. Through effective communication, building strong relationships and partnerships, and sales and service leadership, the ideal candidate will develop, pursue and proactively manage assigned member accounts, referral opportunities and walk-in business.   The incumbent will work directly with members and provide wise financial advice, compile and analyze information, and grant loans to support members in reaching their financial goals. Skills and Attributes: We believe that if you have the right attitude, you can do and be anything that you want!   With that in mind, the ideal candidate would bring the following skills and attributes to the position: Outstanding Relationship Building Skills Superior Attention to Detail Strong Results Orientation Financial and Business Acumen Advanced Communication Skills (oral and written) Proactive Time Management Skills A Growth …

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Who We Are: We are the largest Credit Union in Atlantic Canada with $1.2 billion in assets and serving approximately 35,000 members in 10 branch locations across PEI. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You put people first and care about your team, members, and community. You lead by example and pride yourself in delivering quality financial products and services through educational conversations focusing on a needs-based approach, to current and prospective members. What You’ll Do: Plan and direct branch activities, coordinating with other key departmental staff to organize workflow and environment effectively and efficiently. Manage all branch functions that would pertain to a digital branch including but not limited to the following (i.e. Service Activities, Sales Activities Member First, Marketing initiatives, staffing, lending activities, investment activities, financial planning, subordinate training requirements, risk management, operations, regulatory fulfillments, etc.). Support all organizational goals and is responsible for the implementation of strategy. Support the team on having great …

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Who We Are: We are the largest credit union in Atlantic Canada. We have 10 branch locations across PEI which span from Montague to Tignish. We have over 165 employees taking care of the financial needs of more than 35,000 Islanders. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their personal banking needs. You are an organized, multi-tasker that enjoys a fast-paced environment. You are eager to learn about financial products and services and what makes Credit Unions unique from other financial institutions. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Provide individual financial counseling and information to members on loan services and deposit products available through the credit union. Analyze applicants’ personal and financial data …

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Who We Are: We are the largest credit union in Atlantic Canada. We have 10 branch locations across PEI which span from Montague to Tignish. We have over 165 employees taking care of the financial needs of more than 35,000 Islanders. We are committed to the following core values in operating our organization: We go above and beyond for our people – members, staff, and board. We are accountable and have integrity. We work together as a team. We seek to continuously improve. We act in the best interests of our communities. Who You Are: You are excited about the opportunity to engage with our members and deliver a memorable member experience when assisting them with their personal banking needs. You are an organized, multi-tasker that enjoys a fast-paced environment. You are eager to learn about financial products and services and what makes Credit Unions unique from other financial institutions. You are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Prince Edward Island. What You’ll Do: Provide individual financial counseling and information to members on loan services and deposit products available through the credit union. Analyze applicants’ personal …

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The member services representative will provide account services to Credit Union members in a courteous and professional manner by receiving, processing and recording financial transactions.    They will inform members of new services and products that may be beneficial to them and direct them to other staff as appropriate.    They will contribute to a team effort by accomplishing organizational and individual goals.    They will perform other duties as assigned.        The ideal candidate will have completed their High School Diploma and have experience with handling and balancing cash and providing superior service to our member-owners.    Excellent verbal and written communication skills.    Professional manner and poise and sensitivity in dealing with confidential information and materials.  Proficiency in Microsoft Office, keyboarding and the ability to quickly adapt to new technologies is important.    This role will require an individual who is committed to life-long learning.  A full job description is available on our website at www.souriscreditu.com/Home/YourCreditUnion/AboutUs/Careers/

MRSB Consulting Services is looking for an energetic, creative, driven, and bright individual to join our management consulting practice.  This individual is responsible for effectively selling MRSB Consulting as the best solution on bid opportunities for development of business and strategic plans, project and program evaluation, industry research and strategies, funding proposal development, needs analysis, and financial analysis. Main Duties and Responsibilities – ·        Conceptualizing and writing strategic and creative proposals, including the development of proposal outlines, schedules, content and graphics; and taking responsibility for the final product quality and compliance with RFP requirements; ·        Searching for bid opportunities; responding to bid documents and developing unsolicited proposals; ·        Coordinating the preparation of proposals; managing deadlines; completing research; meeting RFP requirements; managing multiple submissions at once; ·        Facilitating meetings throughout the proposal process with project authority, project lead, partners or subject matter experts; meeting with potential project partners, subcontractors, and subject matter experts to build partnerships and to inform and promote MRSB’s services; ·        Developing and continuously improving the proposal process, structure and format, win strategies, competitive analysis, compliance matrices, and proposal presentations; and ·        Assisting as required for other marketing and corporate initiatives Skills and Qualifications – ·        Excellent proficiency …

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Provide administrative support to commercial brokers and management. Effective communication skills written and verbal.  Work independently and as a team. We office group insurance, company pension plan and generous paid vacation and continued education costs.  

Communicating with clients in person and by phone.  Service and marketing support to present and new business. Experience in the Insurance industry an asset.  Strong technical knowledge, effective communication skills and the disposition to work in a team environment. We offer group insurance, company pension plan, generous paid vacation, and continued education costs. Salary based on experience.

Our client, Junior Achievement of Prince Edward Island (JAPEI), is seeking a President and Chief Executive Officer (CEO).   The President and CEO has overall accountability for the effective management of the charter operations and achievement of the objectives of JAPEI.    The President ensures the organization’s purpose and strategies are communicated and understood by all stakeholders and garners the support needed to carry out the goals of JA across the province. Primary responsibilities include leadership and strategy, board governance, revenue development and marketing, financial operations, program development, delivery and support; public and government relations. The Ideal Candidate will bring: Proven experience in fundraising and special event management A Bachelor degree or equivalent education/experience in business management A minimum five years experience in operations management, and experience with board governance Leadership experience in the not-for-profit sector The ability to simultaneously address local, provincial, regional and national issues The ability to manage effective relations and good standing of JAPEI as a licensed Charter of JA Canada As the Ideal Candidate, you are: Intensely passionate about youth and business education A strategic, dynamic and empathetic leader An accountable decision-maker Action oriented, motivated by challenge An influencer, a consensus builder, a change leader Junior Achievement …

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Full-time bookkeeper responsible for full cycle monthly bookkeeping Experience with Sage/ QuickBooks, Microsoft Excel, sales tax and payroll deductions reporting is required Good communication skills with clients, both written and verbal Responsible and organized Office near to Toyota Charlottetown Three months probation with salary review

As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you’re looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco The Department: Invesco is committed to providing the highest level of service to our North American client base. Our focus is providing accurate information, excellent service and impactful solutions which will enhance our customer’s experience. The Client Services department focuses on delivering quality service to our US clientele to ensure customer satisfaction. We are always striving to support the Invesco brand, and build relationships with our internal and external clients. Your Role: Working within a fast-paced environment, you will be instrumental in delivering exceptional and timely customer service to our clients. You will be responsible for analyzing, researching, and taking proactive initiative to respond to customer needs, questions, and requirements. You will be responsible for: Receiving inbound calls and representing Invesco in a professional manner. Establishing and building rapport with customers by engaging in conversations that educate them on Invesco  products and services. Demonstrating good judgement in applying internal policies. Evaluating, researching, and facilitating …

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Experience an asset.  Quoting and writing new business.  Maintaining an existing book of business. Salary based on experience.  Paid vacation leave, group insurance benefits, company pension plan and paid continued professional development.