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The Administrative Associate’s primary focus is to assist an Advisor in the day to day trading and the administration of their business. The Administrative Associate may support more than one Advisor who may have different types of business.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

1. Ensure a high level of client service by:

• Supporting advisor in the regular review of clients portfolios to identify client needs for Team of Experts services
• Reviewing the portfolio to ensure it meets the current or updated risk profile and aligns with applicable investment program
• Gathering research & product information from internal and external sources
• Entering client trades as directed by client or Advisor
• Remaining up to date with all the regulatory rules and trading activities as it relates to client accounts

2. Ensure effective client administration by:

• Following up with clients on missing documentation required as per the industry regulatory requirements
• Maintaining client files and information of the appropriate systems
• Checking daily trades and all system entries in accounts for timelines and accuracy
• Responding to client inquiries in a timely, responsive manner
• Resolving issues and effecting client transactions expeditiously and accurately, escalating issues to Advisor when appropriate
• Resolving issues and effecting client transactions expeditiously and accurately, escalating issues to Advisor when appropriate
• Issuing instructions for client withdrawals, deposits, swaps and transfers according to client or Advisor instructions
• Ensuring all client interaction is accurately documented
• Understanding the required documentation for all client account types

3. Provide marketing assistance to the Advisor by:

• Identifying opportunities to gather additional assets and/or increase revenue within the existing client base (i.e. referrals, consolidation of assets, insurance, etc…)
• Developing, distributing and maintaining marketing materials
• Organizing client events, including lunch & learns, seminars, client appreciation
• Maintaining or co-ordinating electronic marketing
• Managing the approval process for all marketing and mass communication

4. Supporting the growth of the Advisor by:

• Reviewing and reducing all restricted accounts
• Managing the Bank referral process
• Assisting in idea generation
• Reviewing the daily commission reports and follow up on unpaid commissions
• Tracking the Growth Bonus payments and follow up
• Preparing, analyzing, and presenting reports and recommendations, financial plans/concepts, insurance, annual trading summary etc. to the Advisor for review
• Providing recommendations for improvement to business processes, additional value to clients, and utilization of our Team of Experts

5. Contribute to the effective functioning of the branch team by:

• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Understanding of industry and firm compliance regulations

EDUCATION AND ACCREDITATIONS

• Canadian Securities Course (CSC)
• Conduct and Practices Handbook (CPH)
• Investment Representative Training (IRT)
• Post Secondary

Working Conditions  

• The role operates within a standard office environment.
• The branch is a fast paced often high stress environment often with conflicting demands
• Seminars and client/prospect events are often held in the evening which can require a longer than usual working day.

 Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.

#SWM

Are you a visionary marketing leader with a passion for driving growth and innovation? BDC is looking for a dynamic and strategic Chief Marketing Officer (CMO) to join our Senior Management Committee (SMC) and lead our marketing efforts to new heights. As the CMO, you will play a pivotal role in establishing BDC's strategic positioning in the marketplace. You will have the opportunity to make a significant impact on Canadian entrepreneurs and other business community stakeholders.

Why BDC?

At BDC, we are committed to supporting Canadian entrepreneurs.  We’ve been working with business owners for more than 80 years. We know their challenges and we understand their needs. And we want them to grow and succeed. We offer a collaborative and inclusive work environment where your ideas and contributions are valued. Join us and be part of a team that is dedicated to empowering a nation of dreamers and doers to build a better tomorrow for all.

CHALLENGES TO BE MET

• Strategic Leadership: As a key member of BDC’s Senior Management Committee, you will help determine and achieve corporate and business strategies, plans, and investments to fulfill BDC’s mission and mandate.

• Marketing Vision: Lead the definition and implementation of the strategic vision and operational direction for BDC’s marketing plan, enhancing our position in niche markets and the broader business community.

• Innovative Campaigns: Create and lead all marketing strategies, overseeing the implementation of tactical plans that align with BDC’s corporate vision and mandate. Drive growth through advanced campaign automation and multichannel campaigns.

• Client Experience: Lead the evolution of BDC’s client experience (CX) vision and strategy, ensuring a seamless and positive experience across all client touchpoints.

• Market Intelligence and Lead Generation: Develop segmentation, competitive analysis, market intelligence, prospecting, and lead generation to support market activity levels nationally and regionally.

• Brand Positioning: Position BDC as a leading-edge organization by aligning and guiding our advertising, interactive programs, electronic and social media initiatives, and communications.

• Partnerships and Events: Lead the creation and planning of national advertising campaigns, regional deployment, and a comprehensive strategy for events, partnerships, and field marketing.

• People Leadership: Promote BDC’s people management strategy to attract, retain, and motivate top talent. Build a strong team of senior leaders to meet current and future resourcing needs.

WHAT WE ARE LOOKING FOR

• Educational Background: University degree in marketing; a graduate degree is an asset.

• Experience: At least 20 years of relevant experience, with 5 to 7 years in a senior management role.

• Experience in the financial services sector is a significant asset.

Skills and Competencies:

• Broad and deep understanding of marketing, financial services products, and financial instruments.

• Strategic capabilities to develop and implement strategies that increase value and deliver on organizational objectives.

• Deep understanding of the digital environment, data & analytics, and evolving tools and platforms used to improve operations and client experience.

• Ability to quickly gain credibility and influence senior management and Board members.

• Strong communication and collaboration skills with the ability to work with cross-functional teams across business lines and regions.

• Strong people leadership capabilities with the ability to lead transformations and manage a team of highly specialized professionals.

• Ability to operate well in an ambiguous and rapidly changing environment.

• Fully bilingual in French and English, both verbal and written.

This position’s duties require access to confidential information. As a condition of employment, the position therefore requires a "secret" security clearance. The selected candidate will therefore have to submit to an investigation by the Canadian Security Intelligence Service. Satisfactory results are a condition of employment.

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, Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to 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 technology, 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 connect with others through respect and authenticity.

• You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.

• 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.

• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

• 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 Mailbox.careers-carrieres@cibc.com

• 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

Kirkland-Centre Bonanza

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

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 $66 960 to $87 890*** 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:

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

• Do daily reviews of debit notes to ensure proper clearing;

• Execute weekly follow up with sales for debit note approval;

• Do weekly financial review of retail business ensuring accuracy and providing summary comments;

• 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) designation considered 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

The Customer Experience Specialist works closely with various internal and external contacts to effectively and efficiently respond to customer inquiries and requests, provides exceptional customer service through each customer interaction and all contact channels:  phone, email, fax, and web.  

How You’ll Help:

•    Completing daily customer excel reports.
•    Responding professionally to customer related requests via email, chat and phone.
•    Open and maintain cases within Sales Force based on all customer inquiries/interactions via phone or e-mail.
•    Completing customer pickups.
•    Build healthy working relationships with customers to deliver positive customer experiences.
•    Communicate in an effective and efficient manner with terminals to assure on time service.
•    Conduct conference calls with sales, Supervisor and Customers to discuss any ongoing or current issues.
•    Perform effectively in a teamwork environment and collaborate with other members of the TLC department to assure continued support to valued customers.
•    Acquire working knowledge of other team members roles, responsibilities, and customers to help cover workload during absences.
•    Oversee the traffic flow of assigned high profile customers.
•    Proactively manage returns, redirects, and routing approval.
•    Enter, Edit and Update Customer Shipping Information in the web portal. 
•    Provide support with the general Customer Care queue when required.
•    Will be required to learn all area’s of the business including commerce and LTL/TL.

Your Skills & Experience: 

•    Minimum of secondary education, with a preference of post-secondary education in a specialized area.
•    Call center/customer service training a strong asset.
•    Previous experience in a call center or customer service role is a strong asset, preferably in the transportation or logistics industry.
•    Positive and professional customer service skills, including an appropriate sense of urgency and genuine interest in resolving customer concerns and/or requests.
•    Advanced communication skills, both verbal and written.  Bilingual skills in French (verbal and written) a strong asset.
•    Excellent computer skills, including MS Office; previous experience with Truck Mate and Sales Force a strong asset.
•    Excellent keyboarding skills, both speed and accuracy.
•    Strong problem solving skills.
•    Ability to deliver unfavorable information in a positive and professional manner.  
•    French is a strong asset.
•    Individual contributor.
•    Subject to a criminal background check prior to employment.

To apply, visit our Careers page at dayross.com.

If you’re chosen for the role, you’ll be asked to provide reference and criminal background checks before employment. You’ll only be contacted if you’re selected for an interview.

We are looking for a highly organized and proactive Administrative Assistant to support our Chief Economist and the Vice-President of External Communications. This role requires a rigorous person with excellent coordination skills, including complex travel planning, and the ability to provide day-to-day administrative support in a bilingual and dynamic environment.

CHALLENGES TO BE MET

• Coordinate travel logistics (domestic and international): flights, accommodations, itineraries, expense reports.

• Manage calendars, organize meetings in different time zones, and prepare briefing documents.

• Support the preparation of presentations, reports and communications for internal and external audiences.

• Liaise with internal teams and external stakeholders to ensure smooth coordination.

• Process invoices, purchase orders and expense reports in accordance with internal policies.

• Provide ad hoc support to the Executive Assistant as required.

WHAT WE ARE LOOKING FOR

• Diploma of Collegial Studies (DEP or DEC) in office automation technology or related field.

• Minimum of 3 years of relevant experience in administrative support, ideally in a corporate or public affairs context.

• Demonstrated experience in managing complex travel and executive agendas.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Excellent organizational, time management and prioritization skills.

• Excellent oral and written communication skills in French and English.

• Discretion, diplomacy and professionalism.

• Ability to work independently and adapt to changing priorities.

#INDHP

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.

#LBDP

#LI-Hybrid

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

As an Administrative Support Assistant, your role is to provide administrative support to one or more Advisors and their teams.  

IS THIS ROLE RIGHT FOR YOU

In the role you will:

1. Ensure a high level of non-trade client service by:

• Acting as receptionist by answering phones and greeting clients
• Arranging client meetings including venues, preparing printed materials and handling schedule changes
• Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
• Following up on client meetings and entering notes in contact management system
• Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate

2. Provide administrative support by:

• Processing client account documentation
• Assisting in writing and processing clients’/prospects letters and proposals
• Ordering marketing materials
• Maintaining client files and information on the appropriate systems
• Opening new accounts and processing new account documentation
• Processing account transfer documentation and follow up to ensure receipt
• Following up on outstanding documentation for restricted accounts
• Ensuring all client interaction is accurately documented
• Gathering deferred sales charge (DSC) information
• Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
• Following up with clients on missing documentation required as per the industry regulatory requirements

3. Contribute to the effective functioning of the branch team by:

• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems: Word, Excel and PowerPoint
• Secondary education

Working Conditions  

The role operates within a standard office environment.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.

#SWM

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.

#LBEP
#LI-Hybrid