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Cash Application Associate Jobs in Ontario (NOW HIRING)

Ci

Licensed Administrative Associate

Cornwall, ON · On-site

CA$42K - CA$71K/yr

... changes, cash surrenders, banking changes, policy loans, death claims, etc.) * Sit in client ... Advisor is responsible for reviewing the application, completing the Advisor Report and submitting ...

Royal Bank of Canada

Institutional Associate

Toronto, ON · On-site

CA$67K - CA$110K/yr

Respond to requests for information, manage cash flows, monitor compliance, and structure mandates ... Salaried Posted Date: 2026-08-07 Application Deadline: 2026-09-04 Note: Applications will be ...

Minto

Development Associate

Toronto, ON · On-site

CA$100K - CA$115K/yr

Support functional teams in the creation and monitoring of project budgets and cash flows. * Assist ... Any speculative or unsolicited CV's will be treated as a direct application. This role may involve ...

Under Armour, Inc.

Perfect for those looking to stay active, earn extra cash, and be part of a high-energy team during ... If a reasonable accommodation is needed to participate in the job application or interview process ...

PwC

Financial Transformation, Senior Associate

Ottawa, ON

CA$84K - CA$134K/yr

Order-to-Cash - order entry, customer credit, invoicing, accounts receivable, collections * Procure ... Learn more about our Application Process and Total Rewards Package at: PwC Canada acknowledges that ...

PwC

Financial Transformation, Senior Associate

Toronto, ON

CA$84K - CA$134K/yr

Order-to-Cash - order entry, customer credit, invoicing, accounts receivable, collections * Procure ... Learn more about our Application Process and Total Rewards Package at: PwC Canada acknowledges that ...

CIBC US

Financial Services Associate

Blenheim, ON · On-site

Client engagement - Leverage your knowledge of cash management, credit, investment and wealth ... Our goal for the application process is to get to know more about you, all that you have to offer ...

CIBC

Financial Services Associate

Blenheim, ON · On-site

Client engagement - Leverage your knowledge of cash management, credit, investment and wealth ... Our goal for the application process is to get to know more about you, all that you have to offer ...

Panda Restaurant Group

Service Team

Toronto, ON

Join us as a Service Team Associate We're looking for friendly team players to create a warm ... cash register * Maintains the cleanliness and appearance of the store * Follows Operations ...

DashQ

Finance Operations Associate

Ottawa, ON · On-site

CA$60K - CA$80K/yr

... cash flow monitoring, and spend reporting. * Support month-end close activities, including ... If you need assistance and/or a reasonable accommodation in the application or recruiting process ...

Adi Development Group

Associate Accountant

Burlington, ON · On-site

CA$55K - CA$70K/yr

Work with budget owners to refine cash flow forecasts, monitor project risks, and flag potential ... in application materials based on available information. These tools assist our recruitment team ...

PwC

Private Business Tax, Senior Associate

London, ON

CA$91/hr

You will help the team focus on important issues such as wealth management, compliance, cash flow ... Learn more about our Application Process and Total Rewards Package at: PwC Canada acknowledges that ...

PwC

Private Business Tax, Senior Associate

Windsor, ON

CA$91/hr

You will help the team focus on important issues such as wealth management, compliance, cash flow ... Learn more about our Application Process and Total Rewards Package at: PwC Canada acknowledges that ...

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Showing results 21-40

All JobsCash Application Associate JobsCash Application Associate Jobs in Ontario

Cash Application Associate information

What does a cash application associate do?

A Cash Application Associate is responsible for processing incoming payments and accurately applying them to customer accounts. They work closely with the accounts receivable department to ensure that all payments are correctly recorded, which helps maintain accurate financial records and supports efficient cash flow. Their duties often include reconciling payment discrepancies, communicating with clients regarding payment issues, and assisting in resolving any payment-related errors. This role is crucial in helping organizations manage their finances and maintain strong customer relationships.

What are the key skills and qualifications needed to thrive as a cash application associate?

To thrive as a Cash Application Associate, you need strong analytical abilities, attention to detail, and a background in finance or accounting, often supported by a relevant degree or experience. Familiarity with ERP systems like SAP or Oracle, Excel proficiency, and experience with payment processing platforms are typically required. Strong organizational skills, effective communication, and problem-solving abilities help you excel in this role. These skills ensure accurate processing of payments, timely reconciliation, and effective resolution of discrepancies, directly impacting a company's cash flow and customer satisfaction.

What are the typical challenges faced by a cash application associate, and how can they be managed effectively?

Cash Application Associates often encounter challenges such as matching payments to the correct invoices, handling unapplied or misapplied payments, and dealing with discrepancies or short payments. To manage these issues effectively, it is important to maintain strong attention to detail, proactively communicate with internal teams and customers, and leverage accounting software or automation tools. Building a solid understanding of company policies and frequently collaborating with the accounts receivable and customer service teams can also help resolve issues quickly and accurately.

What is the difference between Cash Application Associate vs Accounts Receivable Clerk?

AspectCash Application AssociateAccounts Receivable Clerk
Primary RoleProcess and apply incoming payments to customer accountsManage overall accounts receivable, including invoicing and collections
Skills & CertificationsAccounting software, attention to detail, basic finance knowledgeAccounting software, communication skills, financial knowledge
Work EnvironmentFinance or accounting department, often in corporate settingsFinance or accounting department, often in corporate settings

While both roles involve finance and accounting tasks, the Cash Application Associate primarily focuses on processing payments and applying them to customer accounts, whereas the Accounts Receivable Clerk handles broader receivables management, including invoicing and collections. Both roles require similar skills and are often found in the same industry environments.

What are the most commonly searched types of Cash Application jobs in Ontario?

The most popular types of Cash Application jobs in Ontario are:

What cities in Ontario are hiring for Cash Application Associate jobs?

Cities in Ontario with the most Cash Application Associate job openings:

Cash Application Associate jobs near you
Infographic showing various Cash Application Associate job openings in Ontario as of August 2026, with employment types broken down into 76% Full Time, 19% Part Time, and 5% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Licensed Administrative Associate

Ci

Cornwall, ON • On-site

CA$42K - CA$71K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 21 days ago

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

Seeking a CIRO and Life Licensed Administrative Associate to work in a busy Advisor Office.

General Responsibilities:

  • Assisting Advisor (forms, questions, research, feedback)
  • Coordinate Advisor planning team meetings
  • Greeting clients (drop ins and client appointments)
  • Ongoing training and self-study (modules, admin training meetings, sales meetings and team meetings)
  • Advisor community involvement (meeting prep, events, calendar, mass emails and social media)

Client Service:

  • Answering client inquires (email and phone) and problem solving
  • Maintaining a friendly relationship with clients and prospects
  • Scheduling review meetings
  • Booking client appointments (rebooking, follow up meeting)
  • Maintain client information (statements, income tax information, outside investments, etc.)
  • Creating and updating client binders
  • Client service transactions (purchases, redemptions, address change, beneficiary change, name and ownership changes, cash surrenders, banking changes, policy loans, death claims, etc.)
  • Sit in client meetings as needed to assist and note taking

Client Meeting Prep:

  • Review advisor needs for meeting
    • Review action since last meeting
    • Touch on work to be done
    • Provide client background when necessary
    • Review paperwork to be completed
  • Life Insurance Illustrations
  • Create/update NaviPlan
  • Create/update summary sheet
  • Review and document previous meeting notes
  • Prepare necessary forms/applications
    • Send DocuSign documents to client as needed
  • Provide FactFind document outlining client information that needs updating or obtaining

Client Meeting Follow Up:

  • Update the Client Record
  • Meeting notes (record and save into client data folder)
  • Record follow up tasks in Navigator
  • Complete paperwork and submit to head office for processing (forms and applications)
  • Complete life insurance applications (if applicable) and inform advisor once information has all been populated into electronic application. Advisor is responsible for reviewing the application, completing the Advisor Report and submitting the application.
  • Create processing notes in CRM
  • Ensure Advisor Notes are in CRM
  • Scan and save necessary documents into the client data folder
  • Review meeting with advisor
  • Prepare information document (letter/story/memos) for accountant, lawyer, etc. (if applicable)

General Maintenance:

  • Office project assignment (research, templates, business development)
  • Maintain review schedule and book appointments
  • Maintain working files (if necessary) and purge old documents
  • Maintaining client Database
  • Monitor Life Insurance premiums to come due
  • Researching leads that come into the office and networking with advisor
  • Pending life insurance follow up - daily
  • Premium payment reconciling
  • Bank deposits - GICS & Investments (when applicable)
  • Monitor budget targets with advisor

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

  • Modern HQ location within walking distance from Union Station
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Savings Plan (ESP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Top-up program
  • Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking "Apply". Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates ("CI") are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us ataccessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

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