About Meridian As a Senior Manager, Virtual Financial Planning Sales: You will lead a team of ... remote advisory model. This role ensures the team meets regulatory standards, achieves sales ...
About Meridian As a Senior Manager, Virtual Financial Planning Sales: You will lead a team of ... remote advisory model. This role ensures the team meets regulatory standards, achieves sales ...
... remote opportunity ideal for veterinarians looking to pick up additional work, explore virtual care ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
... remote opportunity ideal for veterinarians looking to pick up additional work, explore virtual care ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Remote / Virtual * Job Type: Full-Time HireHawk builds high-performing remote teams for U.S. and ... Stay current on TikTok Shop feature releases and surface relevant updates Amazon * Assist with ...
Remote / Virtual * Job Type: Full-Time HireHawk builds high-performing remote teams for U.S. and ... Stay current on TikTok Shop feature releases and surface relevant updates Amazon * Assist with ...
Remote / Virtual * Job Type: Full-Time HireHawk builds high-performing remote teams for U.S. and ... Stay current on TikTok Shop feature releases and surface relevant updates Amazon * Assist with ...
Quick apply
Remote / Virtual * Job Type: Full-Time HireHawk builds high-performing remote teams for U.S. and ... Stay current on TikTok Shop feature releases and surface relevant updates Amazon * Assist with ...
Financial Analyst FP&A - Specialty Health
Mississauga, ON · On-site +1
CA$81K - CA$108K/yr
About the Role Reporting to the Senior Manager, FP&A, McKesson Specialty Health, the Senior ... Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related ...
New
Financial Analyst FP&A - Specialty Health
Mississauga, ON · On-site +1
CA$81K - CA$108K/yr
About the Role Reporting to the Senior Manager, FP&A, McKesson Specialty Health, the Senior ... Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related ...
New
Financial Analyst FP&A - Specialty Health
Mississauga, ON · On-site +1
CA$81K - CA$108K/yr
About the Role Reporting to the Senior Manager, FP&A, McKesson Specialty Health, the Senior ... Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related ...
New
Financial Analyst FP&A - Specialty Health
Mississauga, ON · On-site +1
CA$81K - CA$108K/yr
About the Role Reporting to the Senior Manager, FP&A, McKesson Specialty Health, the Senior ... Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related ...
New
Remote Commission Sales Specialist
Kitchener, ON · Remote
CA$69K/yr
Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... schedule virtual meetings with clients * Present benefit programs and assist clients with ...
Quick apply
Remote Commission Sales Specialist
Kitchener, ON · Remote
CA$69K/yr
Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... schedule virtual meetings with clients * Present benefit programs and assist clients with ...
Remote Commission Sales Specialist
Ottawa, ON · Remote
CA$69K/yr
Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... schedule virtual meetings with clients * Present benefit programs and assist clients with ...
Quick apply
Remote Commission Sales Specialist
Ottawa, ON · Remote
CA$69K/yr
Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... schedule virtual meetings with clients * Present benefit programs and assist clients with ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Remote Benefits Consultant
Ottawa, ON · Remote
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Remote Benefits Consultant
Ottawa, ON · Remote
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Conducting virtual meetings with clients via web conferencing * Understanding each client's needs ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Senior Remote Virtual Assistant information
What is a senior remote virtual assistant?
Senior Remote Virtual Assistants are highly experienced professionals who provide administrative, technical, or creative support to businesses or executives from a remote location. They handle a variety of tasks such as calendar management, email correspondence, travel arrangements, and project coordination, often with minimal supervision. As 'senior' assistants, they typically manage more complex tasks, mentor junior assistants, and may oversee entire virtual teams. Their expertise allows them to streamline processes, improve efficiency, and support high-level decision-making. This role is ideal for those with excellent organizational, communication, and problem-solving skills.
What are the key skills and qualifications needed to thrive as a senior remote virtual assistant?
To thrive as a Senior Remote Virtual Assistant, you need advanced organizational skills, multitasking abilities, and several years of administrative experience, often supported by a relevant degree or certifications. Proficiency with productivity tools such as Microsoft Office, Google Workspace, project management software, and communication platforms like Slack or Zoom is essential. Exceptional communication, proactivity, and problem-solving skills help you excel in remote settings and manage tasks independently. These competencies are vital for efficiently supporting executives or teams, ensuring seamless operations, and maintaining high productivity from a remote environment.
How does a senior remote virtual assistant typically collaborate with clients and team members across different time zones?
As a Senior Remote Virtual Assistant, effective collaboration across time zones involves using digital communication tools like email, instant messaging, and project management platforms to stay connected with clients and colleagues. Scheduling regular check-ins and setting clear expectations for response times help ensure smooth workflow and timely project delivery. Flexibility and proactive communication are key, as you may need to adjust your working hours for important meetings or deadlines. Building strong organizational skills and maintaining up-to-date records of tasks also support seamless teamwork in a remote environment.
What is the difference between Senior Remote Virtual Assistant vs Virtual Assistant?
| Aspect | Senior Remote Virtual Assistant | Virtual Assistant |
|---|---|---|
| Credentials | Experience, advanced skills, possibly certifications | Basic skills, entry-level experience |
| Work Environment | Remote, independent, often handling complex tasks | Remote, administrative support tasks |
| Employer Usage | Businesses seeking experienced support for specialized tasks | Startups, small businesses, entrepreneurs |
| Search Intent | Advanced virtual assistance, senior virtual assistant roles | Virtual assistant jobs, entry-level virtual support |
The main difference between a Senior Remote Virtual Assistant and a Virtual Assistant lies in experience, skill level, and task complexity. Senior Virtual Assistants typically handle more complex, specialized tasks and may have certifications or extensive experience, whereas Virtual Assistants often perform basic administrative duties. Both roles are remote and support businesses, but the senior role is suited for more experienced professionals seeking advanced responsibilities.
What are popular job titles related to Senior Remote Virtual Assistant jobs in Hamilton, ON?
For Senior Remote Virtual Assistant jobs in Hamilton, ON, the most frequently searched job titles are:
What job categories do people searching Senior Remote Virtual Assistant jobs in Hamilton, ON look for?
The top searched job categories for Senior Remote Virtual Assistant jobs in Hamilton, ON are:
What cities near Hamilton, ON are hiring for Senior Remote Virtual Assistant jobs?
Cities near Hamilton, ON with the most Senior Remote Virtual Assistant job openings:
Full-time
Re-posted 23 days ago
Job 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: About Meridian
As a Senior Manager, Virtual Financial Planning Sales:
You will lead a team of virtual Financial Planners responsible for delivering holistic financial plans, providing investment advice, and driving mutual fund sales through a fully remote advisory model. This role ensures the team meets regulatory standards, achieves sales targets, and delivers an exceptional client experience aligned with organizational objectives in Wealth Distribution. This role will play a critical role in coaching, motivating, and developing advisors; optimizing digital sales processes; and partnering with internal stakeholders (Product, Marketing, Compliance, Operations) to enhance the virtual advice experience.
What you will do:
Leadership & Team Development
- Lead, coach, and mentor a team of virtual financial planners and advisor support roles to achieve sales, productivity, and compliance targets.
- Provide consistent and exceptional communication to the Service team, celebrating successes, identifying opportunities for improvement and awareness and sharing relevant information, job aids and training in a timely manner to equip the team to serve Members and prospects and to support each other.
- Conduct regular 1:1 coaching sessions, performance reviews, and skill development plans.
- Foster a culture of high performance, client-centricity, and continuous improvement.
- Partner with People and Culture team to to recruit and onboard top advisory talent and support individuals on your team.
Sales Management & Business Growth
- Drive mutual fund sales, financial planning adoption, and Member conversion through virtual channels.
- Set team targets, develop sales strategies, and monitor performance using data-driven reporting.
- Collaborate with Marketing and Distribution teams to optimize lead flow, segmentation, and campaign effectiveness.
- Identify opportunities to improve digital sales processes, tools, and Member engagement models.
Financial Planning & Advice Oversight
- Ensure financial plans delivered by advisors are high-quality, compliant, and tailored to client needs.
- Enhance planning frameworks, tools, and best practices to support advisor effectiveness.
- Monitor the mix of planning vs. advice-only interactions and optimize capacity planning.
Compliance, Risk & Quality Assurance
- Maintain adherence to regulatory requirements (KYC, suitability, disclosure standards).
- Conduct regular quality audits of financial plans and advice delivery.
- Partner with Compliance and Risk teams to manage audit findings, mitigate risks, and ensure best practices.
- Ensure all compliance requirements are adhered to by using available resources and information appropriately, and by collaborating with appropriate partners and SMEs across the organization.
Stakeholder Management & Reporting
- Produce and/or review senior leadership reporting on sales performance, pipeline, productivity, client feedback, and capacity metrics.
- Engage cross-functional partners to improve the end-to-end virtual advice experience.
- Support strategic initiatives in Wealth Distribution, including product launches, digital transformation, and experience enhancement.
- Utilize reporting to identify trends, analysis and make recommendations to senior leadership based on data
- Lead and manage change initiatives, ensuring employees understand and support them.
- Work collaboratively with peers, wealth, business banking and retail delivery teams in sharing best practices and implementing campaign support or new business opportunities for our remote teams.
Member Excellence
- Ensure the team is effectively spotting opportunities that would improve Member financial well-being and utilize standard referral protocols.
- Improve delivery of best advice and sales with Members, as well as operational efficiency in all channels.
- Ensure staffing levels are appropriate for inbound, off-phone and outbound business requirements.
- Ensure a seamless and consistent Member experience across all channels by supporting digital processes.
How you will succeed:
- 7+ years of experience in financial advisory, wealth management, or investment sales.
- 3–5+ years of leadership experience managing advisors or sales teams.
- University degree in Business Administration, Economics, or related field is required.
- Strong understanding of mutual funds, financial planning frameworks, and regulatory requirements.
- Mutual Fund License in current good standing.
- Strong financial service product & compliance knowledge.
- Demonstrated success in driving sales results through coaching and analytics.
- Skilled in digital sales tools, CRM systems, and virtual client engagement with extensive knowledge of CRM and banking systems.
- Proficiency in MS Office applications & AI tools such as Copilot.
- Exceptional interpersonal, written and verbal communication skills.
- Ability to problem-solve and effectively manage in a fast-paced, ever-changing environment.
- Proven ability to create, analyze and story-tell from reporting and analytics.
This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.
Salary Range: CAD $110,000 - $125,000
Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.
Join us! This role is hybrid. Our offices are located at 3780 Bloor St W, Etobicoke, and 75 Corporate Park Dr, St. Catharines.
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.
Build the Future of Banking with Us
At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:
- Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
- Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
- Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
- Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.
Our Commitment to You
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.
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.
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About Meridian Credit Union
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Saint Catharines, ON, CA