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As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers.

Is this role right for you? In this role you will:

• Process documentation requests and input transaction requests as directed by Financial Consultants
• Partner with Financial Consultants and Portfolio Managers in booking client meetings
• Respond effectively to all inquiries from current and prospective clients concerning MD products and services
• Respond to last minute requests from Financial Consultants during client meetings
• Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
• Provide support and participate in the research and resolution of client issues
• Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings
• Prepare and process new account documentation as required 
• Update the database for all client contact, ensuring that all client information & notes are recorded correctly
• Maintain monthly compliance related tasks as required
• Liaise with accountants and third parties as required
• Prepare business correspondence to clients and third parties
• Participate in projects as required
• Provide reception coverage and general office duties

The Must Haves:

• Community college diploma in Business Administration or equivalent
• 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
• Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
• Working knowledge of CRM2 
• Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• A dedication to client service
• Strong organizational skills
• Strong attention to detail and follow-through skills
• Excellent verbal and written communication skills
• Initiative and are resourceful
• An ability to work independently or effectively within a team
• An ability to manage multiple priorities in a fast- paced environment
• An ability to effectively manage change
• A focus on achieving results

As a Customer Experience Associate/ Beauport/ Permanent/ Part-time 11.25h, 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 French because they will serve and French-speaking clientele.

What is the opportunity?

RBC Dominion Securities is currently seeking an Administrative Assistant to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

• Responsible for the professional and expeditious servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Support the Investment Advisors in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?
Must-have

• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• Meticulous attention to detail and excellent time management skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Bilingualism (English and French) required in order to serve clients in the community with English speaking needs
• Ability to work as part of a team

Nice-to-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), or obligation to successfully complete both courses within 12 months of start date
• Knowledge of RBC Dominion Securities’ systems and procedures, an asset
• Minimum of 2 years of experience in the securities industry or financial services sector

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 comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Additional Job Details

755 BOUL ST JEAN:POINTE-CLAIRE

POINTE-CLAIRE

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-06-16

05/30/2024

Address:

1005 boul du Quartier

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.

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
• 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 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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• 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.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

$37,500.00 - $69,500.00

Application Close: 31/05/2024

WHAT YOU NEED TO KNOW

• Language Requirement: English oral, reading, writing       
• Immunization Policy: OPH has an immunization policy requiring all employees to report their COVID-19 and Influenza vaccination status annually
• 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. 

Engineering Services contributes to the overall City’s purpose by providing many services and public works facilities. Street Operations Workers maintain and construct City streets, lanes and sidewalks.

Specific Duties & Responsibilities

Operations workers perform general construction tasks such as concrete finishing, form setting, boulevard restoration, drain tile installation, asphalt raking and conduit installation. Operations workers also perform maintenance tasks such as pressure washing, bridge painting and pothole repair. The work is performed outdoors, in all weather conditions and is physically demanding. Functional and or physical assessment related to the bona fide position requirements may be required. Successful candidates are required to be fit tested annually, carry, maintain and wear respirators as operationally required.  Jewelry, long hair and facial hair may impede a complete seal of a respirator and will need to be adjusted or removed to ensure a seal can be achieved.

Street Operations functions 365 days per year. Successful candidates must be able to work Monday to Friday from 7:00am to 3:30pm and may be required to adjust shifts as operationally required.

Qualifications

Education and Experience:

• Up to completion of high school and some laboring experience in construction.
• Experience working in roles requiring learning new skills, procedures and processes.
• Experience working with asphalt and/or concrete is an asset.
• Experience with bridge maintenance activities and working from heights is an asset.

 Knowledge, Skills and Abilities:

• Knowledge of safe work procedures.
• Sound knowledge of the tools, material and equipment used in the work.
• Some knowledge of construction and maintenance tasks.
• Some knowledge of the functions of Street Operations and the established practices in carrying out the work.
• Sufficient physical strength, stamina and coordination to perform heavy physical labor.
• Ability to lift, push and pull heavy objects.
• Ability to walk or stand continuously with frequent bending or twisting.
• Ability to work close to moving machinery and in high traffic areas.
• Ability to work on ladders, elevated areas, confined spaces, and/or uneven surfaces.
• Ability to work outside in all weather conditions.
• Ability to use a variety of tools and equipment.
• Ability to exercise some independence of judgment and action in the routine or simple aspects of the work.
• Ability to courteously answer questions and deal with the public.

Driver’s License and Record Checks:

• A current and valid Class 5 BC Driver’s License or higher and a Satisfactory National Safety Code driving record
  • 5 years accumulation of no more than 9 points, not in excess of 3 points per single year
  • 3 years accumulation of no more than 1 preventable work related driving or equipment operating accident in any single year
  • Employees who do not demonstrate a satisfactory driving record will have their application reviewed in more detail
• Candidates must attach the following to be considered:
  • Commercial Driving Records Abstract (N Print) for the past 5 years (no more than 14 days prior to this posting)
  • Insurance and Claims History for the past 5 years (no more than 14 days prior to this posting)

Business Unit/Department: Engineering Services (1300) 

Affiliation: CUPE 1004 N/Pks 

Employment Type: Regular Full Time 

Position Start Date: July, 2024

Salary Information: Pay Grade GR-310: $33.06 per hour 

Number of Positions: 20

Application Close: May 26, 2024

If you’re ready to bring game-changing ideas to life and join a community that values bold ideas, professional growth and employee wellness, we want you on the Bell team.

The tight-knit Bell Retail team lives and breathes the latest technology, thrives in a fast-paced environment and loves finding the perfect solution for our customers. We’re proud to offer our customers the best wireless, internet, TV, home phone products and services at Bell and The Source stores across Canada.

#EmployeeReferralProgram

Adequate knowledge of French is required for positions in Quebec. 

Additional Information:

Position Type: Retail Stores
Job Location: Canada : Quebec : Brossard
Application Deadline: 05/29/2024

Applications received will be used to staff current and on-going requirements for up to 6 months from the closing date of this competition.

WHAT YOU NEED TO KNOW

• Language Requirement: English oral, reading, writing       
• Police Record Check: 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.  
• 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.

The successful candidate must have good organizational skills, excellent time management and oral and written communication skills as well as a solid knowledge of IT systems in the banking sector. The incumbent must be able to work independently, exercise excellent judgment and demonstrate good problem-solving skills.

Main responsibilities

• Receive and redirect calls and emails and schedule appointments
• Prepare meetings and write minutes
• Provide general support to visitors
• Write and distribute emails, memos, letters, faxes and forms
• Participate on a regular basis in the preparation of scheduled reports
• Update policies and procedures
• Order office supplies and find new discounts and suppliers
• Pay invoices, reconcile expenses and submit expense reports
• Participate in the administration (such as registration requests) of the online customer portal
• Act as a resource person for the department and communicate with other administrative assistants to manage requests from management

Requirements

• Practical knowledge of spoken and written French and English in a professional context
• Excellent customer service and problem-solving skills
• Working knowledge of the Microsoft Office suite, including Microsoft Excel
• Excellent written and oral communication skills
• Ability to work independently and complete requested tasks with little instruction
• Good organizational skills and proven ability to manage multiple priorities and deadlines