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CIBC’s Wood Gundy team  is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients.  This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you'll succeed

• Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.

• Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.

• Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.

• Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.

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

• You understand that success is in the details. Your critical thinking skills help to inform your decision making.

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

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

• You're fluent in French and English to support business operations outside of Quebec, Canada.

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

QC-Montréal, 600 De Maisonneuve W Blvd, Suite 3050

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative

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.

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Overview

Are you ready to take your career to the next level?

As an Analyst, Finance, you will play a pivotal role in managing and optimizing commercial programs for retail accounts across Canada. This dynamic position offers the opportunity to work both regionally and nationally, providing critical support to our sales department and collaborating closely with the Manager, Finance.

****Salary ranges from $65 010 to $85 320*** offers will vary commensurate with experience, education, skills, and training.****

We support and take care of our employees and their families by offering :

• Vacation upon hire

• Generous and complete benefit coverage with group insurance

• Group retirement plan with employer contribution

• Telemedicine and assistance program for employees and their families

• Employee Share Ownership Plan with an employer match

• Paid Parental Leave program

• Paid time off: Sick days, floater days and volunteer day off

• Opportunity to contribute to a collective RRSP & TFSA

• Training and development programs

• Saputo Flex Program, flexible work environment (schedule/location/time off) according to department needs

• Organized activities for employees and their families  

• Advantageous discounts on Saputo products

How you will make contributions that matter:

• Manage commercial programs and analysis of sales performance indicators;

• Prepare comparative analysis of commercial programs;

• Work with various administrative departments across Canada to ensure the proper management of commercial programs;

• Participate in end-of-month procedures by helping with journal entries and producing the required financial reports (account reconciliations, financial packages, payments, etc);

• Participate in the preparation of annual budgets;

• Act as the point person and administrative support for the sales department across Canada and finance team members, including various gross profit analysis and payments;

• Play a key role in debit note management by ensuring timely clearing and resolution of deductions;

• Support annual financial audits;

• Any other duties as assigned;

You are best suited for the role if you have the following qualifications:

• University degree in accounting, finance or other relevant field

• 2-3 years of experience in financial analysis or a similar position

• Chartered Professional Accountants (CPA) candidate or in progress is an asset

• High level of precision, organizational and analytical skills, self-motivation and initiative

• Knowledge of BI (Business Intelligence) and AS/400 is an asset;

• Excellent proficiency in Excel and the Office suite

• Bilingualism (French and English) spoken and written is essential as the candidate will have to work closely with teams located across Canada

Truckload Specialist
Full-time
Hartland, NB

Responsible for ensuring complete customer satisfaction by responding to customer calls, answering questions, and solving issues related to truckload orders. 

How You’ll Help

• Maintain a healthy working relationship with assigned client base
• Communicate with the terminals to ensure continued on-time service
• Build customer trips in our Truck Mate system
• Schedule delivery appointments to increase “load & go”/direct delivery system
• Open and maintain cases within Sales Force based on all customer inquiries/interactions via phone or e-mail.
• Answer general customer service inquiries related to truckload shipments
• Oversee truckload traffic flow for customers shipping full loads
• Complete daily tracking reports

Other duties related to truckload customer service as may be required.

Your Skills & Experience: 

• Minimum high school diploma; post-secondary education in business, logistics or administration is a strong asset
• An equivalent combination of education and experience may also be considered
• Previous customer service experience in the transportation industry is a strong asset. 
• Advanced communication skills – both verbal and written
• Strong computer skills, particularly MS Office, Excel and Outlook, as well as web based products and an aptitude for learning new software.  Knowledge and /or experience with Truck Mate and Sales Force is a strong asset.
• Accuracy in keyboarding and data entry
• Demonstrated customer service skills
• Strong conflict resolution skills
• Ability to manage deadlines and work independently in a fast paced, high transactional environment
• Analytical with strong problem solving skills
• English, other languages an asset
• Independent contributor

Remote Customer Care Representative
Full-time, Contract with potential for Permanent
Lachine, Quebec, 95% Remote Work

This position offers the ability to work from home, with flexible shift schedules.  The successful candidate must have access to high-speed internet.

How You’ll Help
•    Help customers with complaints and questions
•    Improve the customer’s experience
•    Utilize our service techniques and systems
•    Increase your skills with every interaction
•    Give customers information about services
•    Ensure customer satisfaction and provide professional customer support
•    Escalate customer dissatisfaction to proper channels

Your Skills & Experience: 
•    Bilingual English/French communication skills (written and verbal) a STRONG asset
•    High school diploma. Post-secondary education in business or related program considered an asset.
•    Minimum of one year experience in a call center customer service based position
•    Previous Sales Force or CRM system experience considered an asset
•    Previous AS400 experience considered an asset
•    Previous transportation/logistics experience considered an asset
•    Proficient in computer programs such as Microsoft Office Suite
•    Highly reliable, willing to learn and acquire new skills
•    Exhibit professional communication and customer service skills
•    Proven ability to be a self-starter and work independently
•    Strong attention to detail with high organizational and interpersonal skills
•    Must have access to high speed internet

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. 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 - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• 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 know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
• 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 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

Summerside-245 Water Street

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

Requisition ID: 221223

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Location(s):  Canada : Quebec : Longueuil