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Overview

Overview

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Orillia is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
• Tap into your superior problem resolution skills to provide proactive client service.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

• Strong skills in working with various business applications/technology
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

19 FRONT ST N:ORILLIA

ORILLIA

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-11-02

Apply By: Thursday, May 2, 2024 11:59 pm EDT

What can I expect to do in this role?

Provide clerical and administrative support ensuring the efficient daily operation of the office, while operating within standard operating policies, procedures, and practices.

How do I qualify?

Mandatory

• Ability to pass an OPP background/ security investigation.

Knowledge, Skills and Abilities:

• Knowledge and skill to utilize the Microsoft's Office Suite (e.g., Word, Excel, PowerPoint, Outlook) to produce correspondence, reports, memoranda, presentations with graphics, and maintain records as well as specific computer programs related to finance, human resources, time capture, and payroll.
• Knowledge of standards and policies related to effective records management.
• Ability to complete all administrative and clerical duties such as preparation of correspondence/presentations/ reports, making purchases and processing expenses.
• Ability to organize and prioritize work/tasks.
• Analytical and problem solving skills to identify and resolve discrepancies relating to attendance credits, invoices and expense claims by referring to administrative procedures or guidelines.
• Oral communication and interpersonal skills to answer telephone calls, greet visitors and to respond to general enquiries about the program area or to transfer calls to appropriate staff and to deal with external contacts for the coordinating of travel, conference and accommodations.
• Ability to exercise sensitivity, tact and diplomacy in handling confidential information and while greeting and responding to requests for information from various individuals.
• Written communication skills to compose a variety of correspondence and reports.

Additional Information:

Interested applicants are encouraged to apply even if they do not meet every requirement in this job posting.

Application Instructions:

Resume / cover letter must be received no later than 11:59 pm on the closing date. Submit quoting WIN ID # (if applicable) and file # 24-053 showing how your qualifications, training and experience relate to the position to: S/Sgt. Laura West - 777 Memorial Ave, Orillia, ON L3V 7V3.

Only those applicants selected for interview will be contacted.

Telephone: 705-329-7664

Email: [email protected]

As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time. 

How you'll succeed

• Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.

• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.

• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.

• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Ajax-Westney Heights Plaza

Employment Type

Regular

Weekly Hours

15

Skills

Banking, Client Loyalty, Client Service, Curiosity, Customer Experience (CX)

Overview

Overview

The Maintenance Team Leader is responsible for overseeing a team of Technicians in the delivery of preventative and corrective maintenance, routine and on-demand services for assigned facilities.  The Maintenance Team Leader is responsible for overseeing the execution of activities performed by Technicians to ensure that work is performed in accordance to established processes and practices and is in compliant with all internal and external requirements including but not limited to environmental, health and safety, fire protection.  In addition to people leadership responsibilities, the Maintenance Team Leader also performs and delivers preventative and corrective maintenance as well as routine and on-demand services.

KEY DUTIES & RESPONSIBILITIES

People Leadership

• Leads a team of individual contributors
• Assigns, prioritizes and monitors work progress
• Monitors execution of activities and performance to ensure timely completion and adherence to all requirements including but not limited to operating procedures and practices, quality, performance and contract response requirements
• Guides, coaches and trains direct reports
• Provides input for performance review

Leads the delivery of as well as performs the following:

• Oversees and monitors the activities and performance of Technicians within assigned facility.  Ensures that activities are performed in accordance to established processes as well as internal and external requirements including but not limited to environmental, health and safety, fire protection
• Oversees the proper application and execution of processes and practices to ensure achievement of and adherence to all requirements
• Oversees and performs regular facility, facility mechanical and electrical equipment and systems monitoring and inspection, preventative and corrective maintenance to ensure facility uptime objectives are met, uninterrupted client operation and asset integrity of assigned facility are maintained.  Provides observations about facility, facility mechanical and electrical equipment and systems conditions and deficiencies and provides recommendations for enhancement and repair
• Oversees and monitors assigned facility by conducting facility walkthroughs, mechanical and electrical equipment and system monitoring and inspection
• Oversees and maintains, troubleshoots and repairs mechanical and electrical building systems and equipment
• Oversees and responds to routine and on-demand service requests and performs preventative and corrective maintenance on facility mechanical and electrical equipment and systems
• Oversees the maintenance of as well as maintains work order records within service management maintenance database.  Initiates documents to obtain formal approval of work required
• Coordinates and assists in the implementation of preventative maintenance program.  Ensures that deficiencies are identified, recorded and escalated, and that related documentations are maintained
• Coordinates and participates in facility-related projects
• Oversees and maintains all assigned tools and arranges for repair and replacement where required.  Submits all expenditures on a timely basis
• Provides, participates and supports training, safety meetings, operational meetings, toolbox talks, etc.
• Must be able and willing to work shifts, be available for on-call/standby and emergency callouts as they arise
• Assists in enhancing tenant and customer satisfaction and maintaining positive relations through manner in which work is performed and services delivered
• Other duties as assigned

Work Requirements

• Must be available to be on-call and respond to emergencies
• Must be willing to wear personal protective equipment

KNOWLEDGE AND SKILLS

• 5 years of facility operations and maintenance work experience
• Previous people leadership experience, preferred
• High school diploma plus trades training and certification
• Ability to lead a team of individuals
• Highly advanced ability to adhere to processes and practices relating to facility operations and maintenance
• Highly advanced ability to maintain and repair building mechanical and electrical equipment and systems
• Highly advanced building mechanical and electrical equipment and system troubleshooting and resolution skills
• Current knowledge of fire, life, safety and building codes and standards and ability to research and apply related codes and standards
• Possesses a high level of environmental, health and safety mindset.  Ability to perform work in a safe manner
• Strong client-service orientation along with a high sense of urgency
• Effective communication skills for the purpose of data relay, exchange, feedback, and clarification

Licenses and/or Professional Accreditation

One or more of the following would be an asset:

• Journeyman level Refrigeration license
• Journeyman level Electrical license
• Journeyman level Plumbing license
• Power Engineering 3rd Class or 4th Class
• Building Operator Certification
• Gasfitter I or II
• Systems Maintenance Administration Certification

Overview