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Overview

Overview

Overview

Overview

Overview

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

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve and English-speaking clientele.

What you’ll be doing

As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through specialized relationship management, reliable investment advice and exceptional client service. As a Administrative Associate, you will work closely with a team of CIBC Wood Gundy Investment Advisors to help them manage their portfolios and build new business relationships. You will communicate directly with high net worth clients to provide support, identify opportunities and proactively enhance the client experience.
 

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 when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support. Assist in the development of investment plans and written proposals for current and prospective clients. Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.

• Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience. Follow through on requests by answering questions and providing an exceptional experience.

• Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution. 

• Organizational Skills - Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files. Drive team success by improving team productivity, proactively uncovering business opportunities, and assisting in the allocation of assets to the right financial products.

Who you are

• You put clients first. You communicate to find the right solutions. You exceed expectations because it's the right thing to do.

• You are a certified professional (an asset) You are an Investment Representative (IR) and your license is in good standing and therefore you completed the Canadian Securities Course (CSC) and the Standards of Conduct Manual (CPH). It is an asset to have your Options and Derivatives (DFOL) license.

• You put your heart into your work. You care about people and respect different points of view. You listen to others and learn from their experience.

• You understand that every detail counts. You notice things that others don't. Your critical thinking skills help inform your decision-making. 

• You make sense of data. You enjoy studying complex problems and interpreting information. You are confident in your ability to communicate detailed information in a powerful way. 

• Experience in the financial services and brokerage industry and a working knowledge of various listing instruments are required.

• Values matter to you. You are your own person at work and embody our values of trust, teamwork, and accountability.

• You’re fluent in French and English to serve our clients in the community.

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

Montreal-1 Place Ville Marie

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

As a Merchandising Specialist in the Laval  and surrounding areas , you will be part of a world-class sales team. The Merchandiser will work in collaboration with the regional sales team and will report to the District Manager. You will carry out merchandising activities according to the established plan and the available space in order to ensure the effective marketing of Molson products to customers in your territory in order to achieve sales volume and market share objectives. You will design and arrange displays, you will have to ensure the availability, visibility and accessibility of products and will contribute to maintaining good business relationships with your customers.

• Schedule: Monday to Friday
• Annual salary of $42,292 + $0.55/km
• Monthly allowance for cell phones
• Social benefits
• Company branded clothing will be provided
• Possibility of participation in the pension fund

Responsibilities:

• Carry out merchandising activities in your territory according to the defined parameters as well as your visit schedule;
• Ensure excellent merchandising activities and proper use of advertising materials in your territory;
• Optimize the distribution and presentation of doors in store (rotation, new products, etc.);
• Seize all opportunities for additional sales through new merchandising spaces at your customers' premises;
• Develop and maintain privileged business relationships with your customers by ensuring that problems are resolved quickly and that their level of satisfaction is optimal;
• Enter orders into systems and work closely with the Telesales department;
• Stay abreast of competitor initiatives and initiate appropriate actions.

Other qualifications:

• You have at least a DES. A DEC or Baccalaureate in a relevant field will be considered an asset;
• You have a minimum of one (1) year of experience in merchandising or sales.
• Experience in the food industry is a strong asset;
• You know the main merchandising and sales techniques
• You have a valid class 5 driving license and a car for your travel and the transport of promotional material;
• You are bilingual (French and English), both orally and in writing;
• You are dynamic, an excellent communicator, and able to demonstrate autonomy, initiative and creativity;
• You are available for a work schedule from Monday to Friday
• You share Molson's values: integrity and respect, excellence, quality, creativity and passion.

Job Perks You Should Know:

• We care about our people and our planet and have challenged ourselves with ambitious goals surrounding our core priorities. 

• We care about our communities and do our part to make meaningful contributions – from charitable donations to taking to the streets together to build parks, giving back is part of our culture and who we are. 

• Participation in a variety of business resource groups, which can offer volunteer opportunities, leadership experience, and organization-wide networking 

• Ability to grow and develop your career through our Premier Choice learning opportunities 

• Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health insurance, dental insurance, a retirement savings plan with an incredible employer match, generous paid time off plans, an engaging wellness program, and an Employee Assistance Program (EAP) with incredible resources 

• On-site pub and access to trendy designer clothing and accessories and great featured events, not to mention, of course… free beer and drinks! 

• Work within a dynamic and innovative company, meet passionate colleagues and partners with varied experiences and backgrounds

Internal Title: Planner, Reactive
Facility Location- Brampton or Montreal- If the succesfull candidate is located near Brampton facility, they are required to work hybrid, 3 days in office and 2 days from home. If in Quebec, this position is WFH

Shift: Tues to Saturday 6:00 AM to 2:00 PM

We help current and aspiring homeowners take on and carry out their real estate projects with confidence.  We provide quick access to a network of skilled professionals every step of the way, whether its to buy or sell a house, undertake a major renovation project, or keep up with routine home maintenance.
  
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.

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