All jobs within 50 km around Duncan

Overview

Overview

Overview

03/29/2025

Address:

730 View Street

We are looking for a long-term support centric professional who is keen on being the keystone of a highly productive book of business. This is not a stepping stone opportunity to become an Investment Advisor, we are looking for an operations specialist who excels and loves creating solutions and providing exceptional white glove service to our clients.

Supporting BMO Nesbitt Burns / BMO Private Wealth , this role supports a high performing Advisory Team with day-to-day administration, transaction processing and provides exceptional client service to support achievement of business objectives.

• Books meetings with new prospects and prepares introductory package for the prospect/referral.
• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
• Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
• Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
• Resolves client complaints in a timely and effective manner; escalates as required.
• Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
• Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
• Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
• Maintains and organizes client database and client files.
• Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
• Administers and processes documentation related to client files and regulatory requirements.
• Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
• Assist in ensuring transactions and tasks are appropriately assigned to team members and completed where required.
• Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
• Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
• Develops rapport and instills confidence with the client to promote a positive client experience.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy and act in their best interests.
• Comply with all regulatory, legal, and ethical requirements as outlined in the Firm's policies and training modules.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Knowledge of investment process and procedures.
• Knowledge of investment products and services is preferred.
• Knowledge of compliance practices and regulations.
• Knowledge of Financial/Retirement planning.
• Successful completion of the Canadian Securities Course & Conduct and Practices Handbook will be a requirement of the position.
• Current Investment Representative registration or requirement to fulfill registration requirements to become as Investment Representative (IR).
• Excellent verbal & written communication skills.
• Strong organization skills required.
• Ability to collaborate and work well in a team environment.
• Strong analytical and problem solving skills.

$32,700.00 - $48,600.00

Overview

Overview

Diversity and inclusion play a vital role in ensuring health equity for patients across Canada. We are committed to reflecting Canada’s population in our organization and fostering an environment where all employees can be their authentic selves, with equal opportunities to succeed and contribute.  

Available Shifts:

• 4am - 12:30pm - Monday - Friday

At Day & Ross, our dock team is an important part of our business. As a Dock Worker, you’ll help us handle inbound and outbound customer freight and protect it from damage. You'll also help us keep a safe and clean work environment on the dock.

How You’ll Help: 

• Handle big and bulky freight on the dock, both on and off a forklift.
• Follow TDG, WHMIS, and company policies, as well as any customer requirements.
• Pay attention to the details. Receive and ship freight accurately and efficiently.
• Other duties as required.

Your Skills & Experience: 

• High school diploma or GED
• Previous transportation or dock experience is preferred
• Willingness and ability to lift up to 75 lbs. 
• Ability to work efficiently with little to no supervision 

Perks & Benefits:

• A company-matched pension plan
• Benefits and extended health care, including medical and dental
• Career growth opportunities
• Safety-focused workplace

This role includes physical labour (bending, crouching, etc.), loud machines, and operating a forklift in a busy area.

As a member of the BGIS Sustainable Cleaning Solutions Team, you will be generally responsible for cleaning in a designated zone with an emphasis on quality control, health and safety & striving to exceed client expectations.

Key Responsibilities:

Functioning as a core member of the operational team and reporting to the Manager/ Supervisor as a Cleaner you may be required to perform some of the following tasks as required by the Manager/Supervisor and needs of the client:

• Clean floors by sweeping, scrubbing, or vacuuming.
• Dry/wet mop (wash/scrub) and polish hard surface floors. (The washing/scrubbing of floors is done with handheld or auto scrubbers. In large open applications, automatic equipment may be used to perform these functions)
• Strip and finish hard surface floors manually or with power equipment (when required).
• Steam clean or shampoo carpets (when required).
• Transport garbage from drop points to garbage bins or compactor.
• Transport maintenance machinery, where necessary, between floors and job sites.
• Cleans and stores equipment and machinery used.
• Cleans glass areas requiring ladders, scaffolding or other extension equipment to reach.
• Cleans washroom floors including stripping and finishing.
• Cleans stairwells and elevator cabs where ladders are required.
• Loads and unloads supplies and replenishes cleaning solutions.
• Follow procedures for the use of chemical cleaners and power equipment to prevent damage to floors and fixtures.
• Other duties that management may assign.
• Notify managers concerning the need for major repairs or additions to building operating systems.
• Remove snow and debris from sidewalks, driveways, or parking areas, using snowplows, snow blowers, or snow shovels, or spread snow melting chemicals (when required).

Job Requirements:

• Experience in performing various cleaning, housekeeping and maintenance activities in an institutionalized environment.
• Experience in using floor maintenance machines, cleaning equipment, materials, and solutions.
• Knowledge of the Occupational Health and Safety Act and the provisions that apply to this work including WHMIS.
• Ability to lift, push and pull heavy items as well as climb ladders.
• Excellent interpersonal skills with the ability to maintain cooperative working relationships with staff, clients, and the general public.
• Ability and willingness to work weekends, holidays, and shifts as assigned as well as work in multiple locations.
• Ability to follow verbal and written instructions, prepare and maintain manual and electronic records.

Licenses and/or Professional Accreditation

• Must meet security clearance requirements, where applicable.
• Must have a valid Class G license (may be required).

Physical demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The employee must occasionally lift and/or move up to 25 pounds.

To operate company vehicles and provide efficient delivery and pickup of packages while performing in a floating capacity for a minimum of 15 routes. To work as a courier but not on an assigned regular route.

To model the way for hourly employees by becoming a mentor and demonstrating role model behaviour including strong communication, conflict resolution and leadership ability (through Best Practices methods)

Promotes continued sales and generates potential incremental revenue wherever possible

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

Educational Requirements

High school diploma/equivalent

Related Experience Requirements

Minimum number of years required for entry to this job

One (1) year of previous courier experience

Amount of time required to learn or adjust to the job

Six (6) months

Special Notes:

Incumbent(s) of this position do not have regularly assigned routes. They provide coverage for open routes in the absence of the normally assigned courier.

The requirement of DG specialist is dependent upon station size and location. Senior Management (MD level) has the right to override these requirements as it sees fit.

Technical Skill Requirements

Solid knowledge of the following:

Must possess a valid drivers licence and have a good driving record.

Ability to successfully complete all basic and recurrency training (including completing and maintaining DG certification). Must maintain accreditation through yearly recurrency training prior to expiration.

Ability to gain and maintain FedEx DG Specialist certification

Good understanding of FedEx products, features of service, general operations.

Ability to lift 70 lbs and to maneuver any package weighing up to 150 lbs with appropriate equipment.

Some knowledge of Federal Express operations and Canadian Customs regulations an asset.

In the Province of Quebec, must be bilingual (French and English).

Interpersonal Skill Requirements

Excellent human relations, customer relations and communication skills.

Good analytical, problem solving, prioritization and organization skills

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

Educational Requirements

High school diploma/equivalent

Related Experience Requirements

Minimum number of years required for entry to this job

One (1) year of previous courier experience

Amount of time required to learn or adjust to the job

Six (6) months

Special Notes:

Incumbent(s) of this position do not have regularly assigned routes. They provide coverage for open routes in the absence of the normally assigned courier.

The requirement of DG specialist is dependent upon station size and location. Senior Management (MD level) has the right to override these requirements as it sees fit.

Technical Skill Requirements

Solid knowledge of the following:

Must possess a valid drivers licence and have a good driving record.

Ability to successfully complete all basic and recurrency training (including completing and maintaining DG certification). Must maintain accreditation through yearly recurrency training prior to expiration.

Ability to gain and maintain FedEx DG Specialist certification

Good understanding of FedEx products, features of service, general operations.

Ability to lift 70 lbs and to maneuver any package weighing up to 150 lbs with appropriate equipment.

Some knowledge of Federal Express operations and Canadian Customs regulations an asset.

In the Province of Quebec, must be bilingual (French and English).

Interpersonal Skill Requirements

Excellent human relations, customer relations and communication skills.

Good analytical, problem solving, prioritization and organization skills

• Location: 2207 Millstream Road, LANGFORD, BC V9B 0J7, Canada

Preferred Qualifications:6 Months (or more) of Delivery Driver Experience **Required** Customer Service & Leadership Experience

Additional Details:Full time/ minimum 35 hours per week; Monday to Saturday (must be available 5 days of the week); Dayshift; Full Class 5 Driver License Required; Wage is 24.46 per hour.