KEY ACCOUNTABILITIES

CUSTOMER

• Create an exceptional customer experience with every client interaction and contribute to the ongoing improvement of the overall customer experience by ensuring advice, service, and inquiries and/or issues are managed promptly and effectively under all conditions
• Identify customer needs and determine solutions to customer problems
• Use ability to discover and advise on meeting/exceeding customer needs by asking curious questions
• Offer comprehensive product knowledge and/or guidance as it relates to their respective business area
• Ensure customer/partner problems are handled appropriately the first time, escalating issues when necessary
• May identify cross-sell opportunities and/or refer customers/partners to internal Bank partners
• Expected to meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowledge of customer/partner life cycle needs
• Identify cross-sell opportunities and/or refer customers/partners to internal Bank partners
• Complete a broad range of financial transactions (e.g., withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient manner
• Identify customer needs and determine solutions to customer problems, particularly as it relates to digital banking products and services

SHAREHOLDER

• Contribute to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth
• Promote full suite of products, advice, services and banking capabilities
• Understand and apply operating policies and procedures
• Contribute to business objectives for Operational Excellence
• Support the timely and accurate completion of business processes and procedures
• Escalate non-standard or hig- risk transactions / activities as necessary
• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
• Support and participate in process improvement opportunities
• Ensure necessary due diligence to support the accuracy of all customer transactions / activities
• Be knowledgeable of and comply with Bank Code of Conduct

EMPLOYEE / TEAM

• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH

• Requires developed knowledge and skills to offer service and advice for a range of product and services
• Requires a broad knowledge and understanding of the full product suite, services and processes of the business area, and can be characterized as low to moderate in complexity/risk
• Provide exceptional inbound and/or outbound service and/or advice support to customers/partners on a range of moderately complex financial products and services.
• Provides recommendations and guidance to customers and / or internal partners
• Provides solutions to problems in customer situations that are atypical or infrequent, or not covered by stated processes
• Understands how the team integrates with others to accomplish business objectives
• Impacts the quality, timeliness and effectiveness of the advice team or services provided to customers
• Suggests improvements to work practices and advice or customer service processes to achieve results or improve efficiency of the advice team
• Explains detailed and/or complicated information within the team; builds working relationships with customers and related teams
• Identifies and resolves issues within discretion and authority on processes, transactions or escalates internally as required
• Requires full proficiency gained through job related training to perform a range of activities
• Generally reports to a Team Manager  

EXPERIENCE & EDUCATION

• High School diploma, Undergraduate degree and/or
• 1+years of relevant experience
• NOTE:  Roles within this job family may require various accreditations and/or licenses based on the business supported and/or regulatory requirements

Location:  Pointe Claire, QC, CA, H9R 4S3

As an Administrative Assistant, you will be primarily responsible for working with Financial Planners to support the development of new wealth management business acquisitions and relationships in target markets.  Within this partnership model, you are an essential resource in the successful execution of day-to-day operational activities including, providing timely support, and delivering exceptional client experiences.  In addition to enabling the growth and servicing of the Financial Planners client-base, you will be responsible to support and contribute to a national Administration team.      

Is This Role Right for You?

The Scotia Financial Planning Team (SFP) is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every client realize their financial dreams!  The Administrative Assistant is an excellent opportunity to be part of a vibrant, enthusiastic, and high-energy team. 

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Responsible to execute on capacity enablers (National Practice Standards) for Financial Planner to grow their business portfolios.
• Support operational excellence through the execution of day-to-day administrative tasks and activities. 
• Influence a service excellence culture through the delivery of exceptional client experiences.
• Be a Trusted Business Partner; build cross-functional partnerships to optimize business outcomes.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day tasks, activities, and decisions.
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
• Champions a high-performance environment and contributes to an inclusive work environment.

Do You Have the Skills?

• Self-motivated and disciplined with solid organizational and effective task prioritization skills.
• Strong processing and inputting skills coupled with a high attention to detail and follow-through capabilities.
• Outstanding interpersonal, communication and listening skills (empathetic skills).
• Ability to build rapport, establish trust and communicate effectively.
• Ability to work in a faced-paced dynamic environment along with multiple partners and stakeholders to achieve shared objectives.
• Excellent team player with the ability to work independently.
• Possess a growth mindset, which involves having the desire to continuously develop skills, knowledge and experiences through active learning and curiosity.
• Solid understanding of the investment sales process, gained through experience in financial planning/sales role, and familiarity with the interrelationships among people, products, processes, and technology.
• Post-secondary degree in business or a related field, or equivalent working experience.  
• Mutual Fund License is required.
• Bilingual in English and French is an asset.

What’s In It for You?

• You’ll be part of an inclusive and collaborative working environment that encourages creativity, curiosity and celebrates success.
• You’ll have the ability to make a lasting impact on clients.
• You’ll have the opportunity to make a significant impact, as you will contribute to revenue generation and growth.
• You’ll work with and learn from a diverse and talented team of administrative assistants, leading Financial Planners, and successful Sales Leaders.
• Supportive environment with coaches that are inspired to help you exceed your goals.
• Primarily work from home role with a mix of in-office work as required by business needs.

“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.

Location(s):  Canada : Quebec : Quebec 

Application Close: 31/12/2024

This list will be used to staff current and ongoing requirements for up to one year from the closing date of this competition.

WHAT YOU NEED TO KNOW

• Language Requirement: Designated Day 1 Ready – immediate requirement for language proficiency: French: oral, reading. English: oral, reading, writing. Candidates must meet language requirement for position upon hire.         
•  The successful candidate will be required to complete a Criminal Records and Judicial Matters Check with the Police Services detachment in their jurisdiction to the City of Ottawa’s satisfaction.; Police record checks completed by a third-party company will not be accepted.  
• Driver’s License Requirement:  This position requires the successful candidate to use their own transportation.  
• You may initially be paid 95% of your starting rate of pay, in accordance with the collective agreement.
• Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements. 
• Please save a copy of the job poster. Once the closing date has passed, it will no longer be available. 

We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted. 

• Assess duties, taxes, and brokerage fees of imported commodities.

• Ensures assessment of duties and taxes adhere to local Customs and Revenue Agency regulations.

• Contact customers on brokerage related matters.

• Entry the data from the open customer’s files, validate information, credit, and invoicing.

• Collect supplementary information or documentation from customers, drivers, custom and other offices, etc., when required.

• Identify customer profiles discrepancies.

• Answer standard questions and requests from customers, drivers, customs, and other offices.

• Work as team member with other partners: clients, employees, carriers, inbound agents.

• Identify business opportunities.

• Rapid and efficient support; dossiers in order, productivity in number of files prepared.

• Process on time and error free the information.

• Follow operational guidelines; cross-selling.

• Cooperate and assist with internal team members.

• Bachelor's degree or International equivalent - Preferred

• Excellent verbal and written communication skills:French 90% / English 10%

• Level of French needed: proficiency 

• 2 to 4 years of experience in customs operations - Required 

• Customs Specialist (CCS) certification - Preferred

• Brokerage certification - Preferred

• Previous experience in a call center environment – Preferred

• In-depth knowledge of customs operations, laws and regulations, and other government departments

• In-depth knowledge of HS system, CUSMA (Canada, US, Mexico Agreement), and permit process

• Intermediate computer skills: Microsoft Office

• Strong analytical thinking, problem-solving, basic research, attention to detail, and time management skills

• 2 weeks of paid vacation after one year of service.

• Vision, health, and dental benefits after one year of service.

• Overtime.

• Weekly Pay/ Direct Deposit- Every Friday.

• Immediate access to UPS ‘Employee Discounts’ upon hiring.

• Paid training.

• Pension Plan.

• Free Onsite Parking.

• Opportunity for advancement within a Fortune 50 Company.

To achieve this, we have developed a corporate culture that truly puts the employee at the heart of its priorities.    

EspaceProprio is an independent subsidiary of the Desjardins Group, which works exclusively in the field of housing and ensures the integration, coordination and support of the various companies acquired by Desjardins, such as DuProprio, RénoAssistance and Confia.

#LBDP
#LI-Onsite

What is the opportunity?

RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner – High Net Worth Planning Services Specialists to enable them to focus on providing superior client service.

What will you do?

• Oversee the efficiency of day-to-day operations

• Fulfill administrative duties: Printing, packaging ,and mailing of client reports

• Manage specialist calendars and meeting materials

• Complete monthly expense reports

• Maintain and order equipment and supplies

• Manage files and records, and complete travel arrangements

• Assist with preparations for business seminars and special events  

What do you need to succeed?

Must have:

• A minimum of two years of experience in a similar position in the financial industry

• Strong working knowledge of Microsoft Office

• Effective written, verbal and electronic communication skills

• Self-motivated and able to work with minimal supervision

• Ability to work effectively with others and be perceived as a team player

• Ability to work under pressure to meet deadlines

• Good attention to detail and Strong time management skills

• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.

Nice to have:

• IFIC

• CSC

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual:

• A world-class training program in financial services

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to take on progressively greater accountabilities

• Ability to make a difference and lasting impact  

Job Skills

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

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉAL

MONTRÉAL

Canada

37.5

Full time

Regular

Salaried

2024-07-17

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Saputo offers a positive, clean environment that is conducive to your professional development! Reporting to the maintenance supervisor, the incumbent will be responsible for carrying out various maintenance and servicing tasks in collaboration with the electrical technician.

Available schedule: 12-hour shifts. Day and night. You will have a fixed schedule defined in advance.

Salary : We offer a starting salary of $36.15/hr and are assessed based on experience.

We support and care for our employees and their families by offering:

• Vacation upon hiring;
• Generous and comprehensive group insurance;
• Group pension plan with employer contribution;
• Telemedicine and assistance program for employees and their families;
• Share capital with employer contribution;
• Generous allowance for parental leave;
• Paid leave; sickness, mobile and volunteer leave;
• Possibility to contribute to group RRSPs and TFSAs
• Training and development programs;
• Activities organized for employees and their families;
• Special discounts on our products;

Contributing in this role means:

• Carry out the installation, maintenance and mechanical, electrical, pneumatic and hydraulic repair of equipment and the building;
• Ensure checks and maintenance of the refrigeration and air conditioning systems as well as ensuring the proper functioning of the steam boiler;
• Sanitary welding (TIG);
• Carry out the work to be done according to established priorities, the availability of equipment and materials required;
• Perform inspection and preventive maintenance of equipment;
• Troubleshoot control sequences including PLCs, operator interfaces, frequency converters, industrial and computer communication networks.
• Maintain schematic drawings, work procedures and configuration parameters of the various equipment, while respecting the electrical safety program and health and safety standards established by the company.
• Apply the standards required according to the various legislations in force in terms of OHS, environment, HACCP;

The qualifications sought are:

• Hold a DEP in electromechanics or other similar training;
• Hold a C license (Asset)
• Have concrete knowledge of electrical systems, reading plans or diagrams.
• Have skills with automation systems in a predominantly Allen-Bradley environment;
• Have a minimum knowledge of operator interfaces (HMI), Allen-Bradley and Omron;
• Master the operation of electric motors and frequency variators.
• Experience in a manufacturing environment with a production line operating in continuous mode with very short intervention times.