1735 Jobs Found
Customer Experience Associate - Coaldale (11.25 hours/week) Full-time Job
Customer Service CoaldaleJob Details
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:
- Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
- Processing day to day transactions
- Nurturing rich, long-standing relationships
- Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
- Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs
Is this role right for you? In this role you will:
- Build strong customer relationships and deliver excellent customer service
- Uncover and solve customers’ needs
- Explain complicated concepts simply
- Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
- Demonstrate an eagerness to learn and determination to succeed
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:
- Have proven customer service skills through work or community involvement
- Are willing to assist in a professional, friendly and efficient manner
- Are available to work a flexible schedule
- Are comfortable in simple sales situations
- Have strong technical skills and the ability to promote digital and self-service banking options to our customers
What’s in it for you?
- The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
- A rewarding career path with diverse opportunities for professional development
- Internal training to support your career growth and enhance your skills
- An organization committed to making a difference in our communities – for you and our customers
- You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- A competitive compensation and benefits package
Customer Experience Associate - Coaldale (11.25 hours/week)
Scotiabank
Coaldale - 422.26kmCustomer Service Full-time
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Millwright/Industrial Mechanic Full-time Job
Maintenance & Repair CalgaryJob Details
Overview of the Role:
Reporting to the Maintenance Manager, the Maintenance Mechanic is responsible for the reactive, preventative and predictive maintenance and troubleshooting of manufacturing and packaging equipment.
Schedule: Nights
Hourly Rate: $42.98
Term: 1 Year
We support and take care of our employees and their families by offering :
-
Generous and complete benefit coverage with group insurance
-
Employee family assistance program for employees and their families
-
Employee Share Ownership Plan with an employer match
-
Paid time off: Sick days and volunteer day off
-
Opportunity to contribute to a collective RRSP & TFSA
-
Organized activities for employees and their families
You are the ideal candidate if you have the following traits:
• Excellent trouble shooting skills able to work collaboratively with all departments
• Highly motivated initiator, able to work independently with minimum supervision
• Effective communication skills, able to complete computer-based workorders
You are best suited for the role if you have the following qualifications:
• Millwright with a journeyperson ticket/license or certificate of qualification
• Dual Ticketed in either Welding/HVAC/Plumbing or Power engineer would be advantageous
• Excited and willing to work night shift (7pm - 7am) including the availability for weekends
• Proven hands-on experience within food industry or high-speed packaging plant (preferred)
Any of the following would be considered an asset:
-
Sanitary Stainless steel welding license an asset
-
Electrical and PLC troubleshooting experience
-
4th class power engineering certification or Steam Boiler experience
-
Refrigeration and air handling systems experience
How you will make contributions that matter:
Carries out reactive, predictive and preventative maintenance on plant equipment
• Trouble shoots and repairs equipment in breakdown situations to minimize downtime
• Carries out equipment installations and modifications, repairing parts where necessary
• Work effectively in a processing environment without jeopardizing food safety
• Follows company policies and safety-first culture while continuously improving standards
• Works effectively and collaboratively with other trades groups to complete project assignments.
• Perform other duties as assigned by Maintenance Manager or assigned leadership designate
Millwright/Industrial Mechanic
Saputo Diary
Calgary - 248.98kmMaintenance & Repair Full-time
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Security Guard - Casual Position Full-time Job
Security & Safety EdmontonJob Details
We are seeking casual security guards for the EDMONTON area
$16.00 TO $18.00 PER HOUR
We value diversity and inclusion and encourage all qualified people to apply.
https://www.securitas.ca/careers/security-guard
The posting will remain open until filled.
RESPONSIBILITIES:
- Observes and reports activities and incidents at an assigned client site, providing for the security and safety of client property, its assets, and personnel.
- Makes periodic patrols to check for irregularities and to inspect protection devices and fire control equipment.
- Preserves order and may act to enforce regulations and directives for the site pertaining to personnel, visitors, and premises.
- Controls access to client site or facility through the admittance process.
- Patrols assigned site on foot or in vehicle; checks for unsafe conditions, hazards, unlocked doors, security violations, blocked entrances and exits, mechanical problems, and unauthorized persons.
- Satisfies client needs by providing excellent customer service while minimizing risk to the client's property and assets.
- Monitors intrusion detection systems using automated alarm and video monitoring software.
- Uses computer systems and software to monitor sites and complete basic trainings.
- Protects evidence or scene of incident in the event of accidents, emergencies, or security investigations.
QUALIFICATIONS:
- Valid provincial Security Guard License
- Working knowledge of security operations and procedures
- Reliable means of transportation
- Excellent organizational skills
- Able to write routine correspondence, including logs and reports
- Basic computer skills such as the ability to use Microsoft Office.
- Able to walk, stand, and conduct patrols
- Must have excellent customer service and communication skills
- First Aid/ CPR is considered an asset
OTHER BENEFITS:
- Free uniform
- Virtual training
- On the job training
- Top industry rates of pay
- Continuous learning opportunities
Security Guard - Casual Position
Securitas Canada
Edmonton - 107.27kmSecurity & Safety Full-time
16 - 18
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Millwright/Industrial Mechanic Full-time Job
Maintenance & Repair CalgaryJob Details
Overview of the Role:
Reporting to the Maintenance Manager, the Maintenance Mechanic is responsible for the reactive, preventative and predictive maintenance and troubleshooting of manufacturing and packaging equipment.
Schedule: Nights
Hourly Rate: $42.98
Term: 1 Year
We support and take care of our employees and their families by offering :
-
Generous and complete benefit coverage with group insurance
-
Employee family assistance program for employees and their families
-
Employee Share Ownership Plan with an employer match
-
Paid time off: Sick days and volunteer day off
-
Opportunity to contribute to a collective RRSP & TFSA
-
Organized activities for employees and their families
You are the ideal candidate if you have the following traits:
• Excellent trouble shooting skills able to work collaboratively with all departments
• Highly motivated initiator, able to work independently with minimum supervision
• Effective communication skills, able to complete computer-based workorders
You are best suited for the role if you have the following qualifications:
• Millwright with a journeyperson ticket/license or certificate of qualification
• Dual Ticketed in either Welding/HVAC/Plumbing or Power engineer would be advantageous
• Excited and willing to work night shift (7pm - 7am) including the availability for weekends
• Proven hands-on experience within food industry or high-speed packaging plant (preferred)
Any of the following would be considered an asset:
-
Sanitary Stainless steel welding license an asset
-
Electrical and PLC troubleshooting experience
-
4th class power engineering certification or Steam Boiler experience
-
Refrigeration and air handling systems experience
How you will make contributions that matter:
Carries out reactive, predictive and preventative maintenance on plant equipment
• Trouble shoots and repairs equipment in breakdown situations to minimize downtime
• Carries out equipment installations and modifications, repairing parts where necessary
• Work effectively in a processing environment without jeopardizing food safety
• Follows company policies and safety-first culture while continuously improving standards
• Works effectively and collaboratively with other trades groups to complete project assignments.
• Perform other duties as assigned by Maintenance Manager or assigned leadership designate
Millwright/Industrial Mechanic
Saputo Diary
Calgary - 248.98kmMaintenance & Repair Full-time
42.98
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Assistant Trainmaster Full-time Job
General Category KamloopsJob Details
PURPOSE OF THE POSITION:
The Assistant Trainmaster will support the efficient movement of traffic within the road territory and yard-terminal by developing, coordinating and ensuring the daily yard-terminal/road operating plan is completed in a safe and cost-effective manner.
POSITION ACCOUNTABILITIES:
- Coordinate all train movements within the yard and mainline through active supervision of personnel and communication across departments ensuring compliance to Local Service Operating Plan and Operating Plan
- Coordinate and standardize processes related to operating plan, arrival, classification, building, inspecting and dispatching of trains
- Provide leadership accountability for inputs and outputs of safety, service, productivity and financial metrics
- Effectively lead Trains and Engines operating employees acting as a safety leader through active observations and discussions about rule compliance and by implementing preventative measures through staff engagement
- Occasionally operate trains; maintain certifications and licenses (Canadian Rail Operating Rules, Engineer, etc.) as per industry regulations
- Assist in crew transportation to and from trains
POSITION REQUIREMENTS:
- Previous railway experience as a conductor and Locomotive engineer qualification is an asset
- 2 years’ previous supervisory experience in logistics or an operational environment is preferred
- Available to work all types of shifts, including nights, weekends and holidays in all weather conditions
- Leadership presence with the drive and commitment to career advancement
- Strong troubleshooting skills; ability to drill down to understand root cause and resolve complex issues
- Demonstrate flexibility and adaptability to changing task priorities and work situations
- Excellent communication skills (provide clear and concise instructions/directions including over radio)
- Read and understand safety instructions, operating rules, regulations, and other written or printed material in English
- High school diploma/general equivalency diploma, required
- Valid driver's license, required
- Proficient in MS Office Outlook, Word, and Excel
WHAT CPKC HAS TO OFFER:
- Flexible and competitive benefits package
- Competitive company pension plan
- Employee Share Purchase Plan
- Performance Incentive Program
- Annual Fitness Subsidy
- Part-time Studies Program
ADDITIONAL INFORMATION:
As an employer with North American presence, the possibility does exist that the location of your position may be changed based on organizational requirements.
Medical Requirements:
Operating safely is a core foundation of CPKC. Our commitment is to protect our people, customers, communities in which we operate, the environment and our assets. We are also committed to a healthy and safe workplace. CPKC’s Alcohol and Drug Policy and Procedures (“Policy and Procedures”) support these commitments. All new hires for a safety critical position will be required to complete a pre-employment medical that includes a physical, vision, hearing, alcohol, and drug audit assessment. Pre-employment qualification drug test(s) are also required. This includes candidates participating in the Trainee Program who will also be required to pass a drug test during the training process before receiving final qualification for the position.
Background Investigation:
The successful candidate will need to successfully complete the following clearances:
- Criminal history check
- Reference check
- Driver’s License Verification
Management Conductor Program:
Becoming a qualified conductor or locomotive engineer is the single best way for a management employee to learn the business at CPKC. You may be required to obtain a certification or to maintain your current certification/qualification as a conductor or locomotive engineer.
CPKC is an employment equity employer committed to the principles of employment equity and inclusion. We encourage all qualified candidates to apply including women, Black, Indigenous, People of Colour (BIPOC), members of the LGBTQ+ community, and people with disabilities. Accommodations for the job application process can be provided, as appropriate, upon request. All applicant information will be managed in accordance with the federal Personal Information Protection and Electronic Documents Act (PIPEDA)”.
- Req ID: 104351
- Department: Operations Pacific Division
- Job Type: Full-Time
- Position Type: Non-Union
- Location: Kamloops, British Columbia
- Country: Canada
- % of Travel: 10-20%
- # of Positions: 1
- Job Grade: 5
- Job Available to: Internal & External
Assistant Trainmaster
CPKC.
Kamloops - 461.87kmGeneral Category Full-time
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Production Supply & Logistics Analyst Full-time Job
Transportation & Logistics CalgaryJob Details
Job Post End Date: 05/15/2025
About this opportunity:
The Supply & Logistics Analyst position is a customer service operations role based in Calgary with primary responsibilities for volumetric supply and forecasting of crude oil and diluent transported within the Husky Midstream systems, business systems, industry, and internal reporting. This role is one of the primary contact/liaison positions for shippers/customers, pipeline connected facility operators, Midstream field personnel and internal business stakeholders.
The successful candidate will join the Husky Midstream Supply and Logistics group within the Customer Service Operations and Systems team. The group acts as fluid movement controller for the purpose of planning coordination and fulfilling physical and contractual fluid movements to ensure the right volumes are accounted for at the right location at the right time.
What you’ll do:
-
Model and track the flow of all physical fluid movements and manage the contractual transactions through HMGP’s gathering systems and terminals to meet all customer and fluid movement requirements
-
Lead and report on all Midstream pipelines and terminals shipper positions to ensure balances and contracts are met
-
Generate month-end volumetric accounting reports for all shippers/all products
-
Quarterly volumetric reforecast, budget, and long-range planning
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Manage capacity, utilization for system restriction, curtailment, or apportionment activities
-
Forecast and reconcile system balances
-
Administrate and update the customer QuickConnect portal
-
Liaison between shippers, connected facility operators, Husky Midstream field operations, Scheduling as required to manage gathering system throughput, shipper and connected facility requirements/issues
-
Develop analytics, contingency/strategy plans, participate in resolution and problem solving, employing an ability to react quickly and efficiently to system sensitivity
-
Manage volumetric forecast and resolve nomination issues (daily, Forms A/C, quarterly and budget)
-
Develop, operate, manage, and maintain integrity of applications/workbooks
-
Reporting and audit for Petroleum Registry, SOX, EPAP
-
Subject matter expert, administrator, and business tester for Integrated Pipeline System (IPS)
-
Participate in special projects as required
-
Customer, stakeholder and management communications (written & verbal) as required
-
Weekend/after core business hours availability (issue and deadline driven)
Who you are:
Our ideal candidate will have the following minimum requirements:
-
Legally authorized to work in Canada
-
Bachelor’s degree in business, Economics and/or related experience
-
Minimum of 2 to 4 years crude oil or relative industry experience
-
Midstream experience as an asset
-
Oil blending or relative industry experience
-
Crude oil logistics and forecasting
-
Knowledge of pipeline systems operations and inventory management
-
Comprehensive knowledge of Industry reporting and procedures (Petroleum Registry, COLC, Petrinex)
We acknowledge the value of transferrable skills and may consider equivalent combinations of experience and education should you not meet a specific requirement.
Note: The application deadline for this position is 11:59 PM MT, May 14, 2025.
Production Supply & Logistics Analyst
Cenovus Energy
Calgary - 248.98kmTransportation & Logistics Full-time
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Security Investigator Full-time Job
Canadian Natural Resources Limited
Security & Safety Fort McMurrayJob Details
Are you passionate about the safety and security of Oil Sands personnel and assets? As a Security Investigator reporting to the Security Lead, you will monitor, direct and report on all aspects of security operations, planning, compliance, systems and procedure development at both Horizon and Albian Oil Sands sites. You will provide security project management services to Canadian Natural business units to assist with the continuous improvement of site security programs and services.
- Job location: Horizon/Albian Oil Sands - Fort McMurray, Alberta
- Company sponsored fly-in/fly-out and camp facilities with flights from Calgary or Edmonton
- Shift schedule: 7 days on, 7 days off, 12 hr shifts
- Safety sensitive position: Yes
- Application deadline: May 19, 2025
Key Accountabilities:
- Conduct all investigations into criminal activities and security related incidents including motor vehicle incidents to identify vulnerabilities and strategies to mitigate
- Review intelligence reports from national and international sources to assess potential business impacts (May liaise with law enforcement and intelligence agencies, First Nations and Metis groups in the Fort McMurray area as well as security professionals in the oil and gas industry)
- Evaluate and provide direction to the existing contract guard service at the Horizon and Albian sites
- Assist in monitoring daily company security issues as well as during emergency incidents and recommend changes as required
- Manage the contingency and threat assessment response and help the management of the Emergency Operations Center
- Identify required training needs for the security services group
What You Bring to the Role:
- Post-secondary education with 5+ years of Security/Law Enforcement experience
- Good understanding of physical security planning and principals
- Must possess a valid Alberta’s Driver’s license
- Proficient with Microsoft Office and excellent written and verbal communication skills
- Knowledge of the Regional Municipality of Wood Buffalo, First Nations and Metis peoples in the area and of Oil Sands operations would be a definite advantage
What We Offer:
- Competitive salary, stock options, company matched stock savings plan, annual bonuses
- 100% Employer paid extended Health, Dental and Vision Benefits
- May be eligible for relocation pursuant to Canadian Natural’s Relocation Policy
- May be eligible for additional premiums
- Company Sponsored Fly-In/Fly-Out from Calgary or Edmonton, Alberta
- First class camp facilities
- Health & Wellness Spending Account
- Multiple volunteer opportunities within the community
- Employee & Family Assistance Program
Security Investigator
Canadian Natural Resources Limited
Fort McMurray - 452.93kmSecurity & Safety Full-time
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Heavy Equipment Technician Full-time Job
Canadian Natural Resources Limited
Maintenance & Repair Fort McMurrayJob Details
As the first line of support, Heavy Equipment Technicians are an integral member of Canadian Natural’s Mining team. You will directly support mine maintenance goals and objectives at our Albian Mine. In this role, you will collaborate with and work alongside field and shop maintenance crews to ensure that all heavy equipment is optimized and maintained. You will utilize your heavy-duty mechanical experience to focus on the maintenance requirements for designated heavy equipment including Haul Trucks, Dozers, Graders, Loaders, Excavators and other support equipment.
- Job location: Albian Oil Sands - Fort McMurray, Alberta
- May be eligible for relocation pursuant to Canadian Natural’s Relocation Regular Policy
- Company sponsored Fly-In/Fly-Out from Calgary or Edmonton
- Safety sensitive position: Yes
- Shift schedule: 7 days on, 7 off, 7 nights on x 7 off – Wednesday start, 12-hour shifts
- Application deadline: May 9, 2025
Key Accountabilities:
- Inspect, troubleshoot, diagnose, repair and clean heavy equipment as assigned
- Utilize computerized and other testing equipment to determine repairs and create detailed service reports
- Make recommendations regarding repairs and methods for improvement
- Interpret and complete both scheduled and unscheduled work orders
- Contribute to the ongoing reliability of all heavy equipment and complete preventative maintenance requirements
- Test repaired equipment to verify proper maintenance
Skills & Qualifications:
- 5+ years of working on mining equipment, specifically supporting off road heavy equipment
- Heavy Equipment Technician Journeyperson Certificate in Alberta and/or an Interprovincial Red Seal Certificate
- Valid Class 5 driver’s license
- Basic understanding of computer based Mine Maintenance Planning Programs and Microsoft Office suite
What We Offer:
- Competitive salary, stock options, company matched stock savings plan, annual bonuses
- 100% Employer paid extended Health, Dental and Vision Benefits
- May be eligible for relocation pursuant to Canadian Natural’s Relocation Policy
- May be eligible for additional premiums
- Company Sponsored Fly-In/Fly-Out from Calgary or Edmonton, Alberta
- First class camp facilities
- Health & Wellness Spending Account
- Multiple volunteer opportunities within the community
- Employee & Family Assistance Program
Heavy Equipment Technician
Canadian Natural Resources Limited
Fort McMurray - 452.93kmMaintenance & Repair Full-time
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Marketing Advisor Full-time Job
Marketing & Communication CalgaryJob Details
In this role, you will bring your Sales & Marketing passion and experience to bear, working with internal sales & operations teams and external partners to design, develop, and launch best-in-class Energy Products & Services to Canadians. Every day you will be challenged to LiveByTheLeaf.
Minimum Requirements:
- University degree in Business, Engineering, or equivalent in a related field
- Five years of experience in Commercial sales and / or marketing experience in the Oil & Gas industry
- Strong ability to clearly articulate business goals and objectives to multiple stakeholder groups with different areas of expertise, to ensure clear understanding and alignment
- Strong organizational skills and ability to manage multiple workstreams simultaneously
- Experience working with marketing agencies, either client-side or in-agency
- Professional association member and / or professional accreditation
Responsibilities:
- Collaboratively design, develop, and launch new and compelling B2B and B2C Products & Services (PSOs) that strengthen our end-customer connection, enhance the customer experience, and drive profitable growth across our Wholesale and Retail businesses
- Collaboratively elevate existing PSOs to strengthen our end-customer connection to drive profitable growth
- Collaborate with in-house Sales & Marketing teams as well as external marketing partners to understand customer demand trends and incorporate into PSO design and development
- Support and lead work prioritization efforts to ensure alignment with strategic objectives and to ensure business objectives are achieved
- Collaborate with Suncor’s Agencies of Record (AOR) to design, develop, and launch creative and compelling B2B and B2C marketing communications that drive profitable growth
- Support / lead efficient efforts to ensure internal stakeholders are aware and aligned throughout the PSO design, development, and launch process
Location and other key details:
- You will work out of our Calgary head office, located in the Suncor Energy Centre at 150 – 6th Ave S.W.
- This is an office based role, hours of work are a regular 40-hour work week, Monday to Friday
- This is a temporary position for a period of 12-18 months
Marketing Advisor
Suncor Plc
Calgary - 248.98kmMarketing & Communication Full-time
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Customer Service Representative Part-time Job
Customer Service KelownaJob Details
Application Deadline:
05/30/2025
Address:
3155 Lakeshore Road, Unit 16
Job Family Group:
Retail Banking Sales & Service
NOTE: Part time role, Minimum of 18.75 hours per week, Candidates should be flexible to work within branch hours and available for 3-5 days per week.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Identifies customer needs and initiates referrals to BMO colleagues.
- Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
- Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Contributes to meeting branch business results and the customer experience.
- Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
- Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
- Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes standardized tasks under supervision.
- Performs initial problem solving within given rules/limits & escalates when required.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
- High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
- Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
- Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
- Projects a professional presence.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping customers.
- A focus on delivering a personal experience to customers.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Basic knowledge learned on the job.
- Verbal & written communication skills - Basic (in business environment).
- Organization skills - Basic (in business environment).
- Collaboration & team skills - Basic (in business environment).
Salary:
$33,850.00 - $44,000.00
Customer Service Representative
BMO Canada
Kelowna - 484.02kmCustomer Service Part-time
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Financial Planner Full-time Job
Financial Services CalgaryJob Details
Application Deadline:
05/15/2025
Address:
3625 Shaganappi Trail NW
Job Family Group:
Retail Banking Sales & Service
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.
- Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
- Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
- Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
- Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
- Supports the achievement of sales and performance targets.
- Develops and implements a relationship management plan to meet the needs of client.
- Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Executes work to deliver timely, accurate, and efficient service.
- Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
- Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
- Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
- May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
- Builds effective relationships with internal/external stakeholders.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
- Advanced working knowledge of financial industry.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
Salary:
$44,500.00 - $82,500.00
Financial Planner
BMO Canada
Calgary - 248.98kmFinancial Services Full-time
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Customer Service Representative Full-time Job
Customer Service KelownaJob Details
Application Deadline:
05/29/2025
Address:
3155 Lakeshore Road, Unit 16
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Identifies customer needs and initiates referrals to BMO colleagues.
- Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
- Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Contributes to meeting branch business results and the customer experience.
- Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
- Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
- Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes standardized tasks under supervision.
- Performs initial problem solving within given rules/limits & escalates when required.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
- High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
- Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
- Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
- Projects a professional presence.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping customers.
- A focus on delivering a personal experience to customers.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Basic knowledge learned on the job.
- Verbal & written communication skills - Basic (in business environment).
- Organization skills - Basic (in business environment).
- Collaboration & team skills - Basic (in business environment).
Salary:
$33,850.00 - $44,000.00
Customer Service Representative
BMO Canada
Kelowna - 484.02kmCustomer Service Full-time
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