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Overview

Overview

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Collingwood is looking for an Administrative Assistant to provide administrative support to a successful and fast growing Advisory Team.  The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

What will you do?

• Prepare account opening documentation
• Follow up on documentation with clients or back office as required
• Follow up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
• Maintain all pending plan transfers to ensure proper settlement and delivery
• Schedule portfolio reviews
• Manage all social media, website content and assist with any marketing projects
• Prepare client review materials, correspondence and reports
• Utilize contact management system for daily task management and client record-keeping
• Assist in filing and preparing mailings such as seminars, newsletters and information packages.
• Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.

What do you need to succeed?

Must-have

• Administrative experience
• Exceptional communication skills
• High attention to detail
• Ability to work under pressure meeting strict deadlines
• Experience using Microsoft Office
• Exceptional organizational skills

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
• Financial industry knowledge
• Minimum 1-2 years Investment Industry experience
• Proficiency in Excel

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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities  
• Access to a variety of job opportunities across business

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

1 1 ST:COLLINGWOOD

COLLINGWOOD

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-06-28

2024-07-12

Position Goal: Less appointments per day will allow you to provide excellent patient care.

The Accountabilities:

• Provide screening and primary care health services for Medcan patients
• Based on history and physical examination provide clinical guidance and recommendations
• Evaluate the patient’s health, make diagnoses on clinical conditions, prescribe, and administer medications, treatments, and follow-up care with internal or external specialists
• Educate, advise, and empower patients on primary and secondary preventive health care
• Provide counseling and support to patients on a wide range of health and lifestyle issues
• Participate in Medcan business initiatives including continuing medical education, innovation, research, product development, support, and guidance

The Requirements:

• Commit to working at Medcan for a minimum of two (2) days per week and one Saturday per month
• Current registration in good standing with the College of Physicians and Surgeons of Ontario (CPSO)
• An active OHIP billing number
• CCFP designation, CCFP (EM) designation, or FRCPC designation
• Physicians who recently completed their residency will be considered
• Experience in preventive care and wellness is an asset
• Ability to respectfully and tactfully interact and collaborate with a variety of internal and external stakeholders from diverse backgrounds in a collegial, empathetic manner

We thank all applicants for their interest; however, only those selected for an initial interview will be contacted. No phone calls and no agencies, please.

What you'll be doing

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 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.

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.

Job Location

Collingwood

Weekly Hours

37.5

Skills

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

• • Posting Locations - Barrie
  • Employee Type -  Regular Employee FT  Hourly 
  • Shift/Hours –  Monday to Thursday 6:30am to 5:30pm
  • Hourly Rate - $27.14/hr

Overview

Facility Location- Barrie  

Shift/Hours –  4x10hrs

Pay - $30.53/hr

GENERAL SUMMARY
To provide courteous and efficient pick-up and delivery of packages on an assigned route; to check all shipments for conformance to Federal Express Canada features of service; to provide related customer service functions.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

High school diploma/educational equivalent

Must possess a valid driver’s license and have a good driving record

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

One (1) year customer oriented business experience preferred

Must achieve minimum threshold on mandatory pre-placement driver assessment training

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

Good interpersonal and communication skills

Good time management and organizational skills

Excellent customer service skills

Ability to multitask, handle stress and work in a highly pressured environment

Willingness to be flexible and work different schedules and holidays based on business needs

GRADE: 82

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

High school diploma/educational equivalent

Must possess a valid driver’s license and have a good driving record

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

One (1) year customer oriented business experience preferred

Must achieve minimum threshold on mandatory pre-placement driver assessment training

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

Good interpersonal and communication skills

Good time management and organizational skills

Excellent customer service skills

Ability to multitask, handle stress and work in a highly pressured environment

Willingness to be flexible and work different schedules and holidays based on business needs

Preferred Qualifications:Shift Details: Monday to Friday: 9:25 am Start Time. Must Have a Full Valid Class G License. G2 NOT ACCEPTABLE. Job Posted date: 3/6/2025 - Job Unposted date: 3/13/2025.

Additional Details:Barrie (YBNA) Part Time Couriers

• Location: 1 Big Bay Point Road, Barrie, ON L4N 8M5, Canada

Servising the following areas: Bolton - Collingwood- Midland- Parry Sound -Huntsville  
Shift/Hours – Monday to Friday Afternoons (hours may vary) Must be available on the weekend should there be a business need. Depending on the seniority. 

Pay Rate: 
During Training- $28.68/h 
After Training - $30.59/h

In the role of Retail Territory Sales Representative working in the Barrie Territory you will be part of the Ontario Commercial team. This position reports to the District Sales Manager, and is responsible for achieving volume and distribution targets for our continued success in the region.

This role provides hands-on training, company vehicle, cell phone, tablet, and the opportunity to learn and grow with one of Canada's oldest brewing companies.

The Responsibilities:

• Through a First Choice lens, build and support relationships with key customers, business partners, industry associations, government and suppliers
• Negotiate annual agreements for on-premise customers to ensure profitability and success when assisting in the implementation of their strategic initiatives
• Achieve and exceed targeted sales plans on a daily, weekly, monthly and annual basis
• Ensure brilliant execution by building rapport and supporting product standards
• Plan and administer budgets, develop business case proposals and execution
• Participate in daily sales meetings with your team
• Analyze valuable data by tracking volume, distribution performance and the competitive landscape to develop strategies that will help us meet any challenge

The Other Qualifications

• You thrive on challenge. You act with appropriate urgency to various market events and trends that require a quick turnaround in plans and strategy
• You are confident, diplomatic, professional and exercise great judgment in developing and maintaining excellent business relationships
• You are deadly serious about execution and take pride in a proven track record in delivering results
• You are a strong team player that can inspire others; you respect your commitments, hold yourself and others around you accountable
• You are a skilled negotiator focused on the customer; your constant curiosity fosters your innovative style and you can equally execute ideas given to you

• You exhibit the Molson Coors “Our Brew” values and demonstrate this daily in your actions and attitude
• You have a Bachelor’s degree in Business Administration, Marketing or other relevant field
• You have 1 - 5 years' progressive experience in sales and key accounts management in the consumer or direct store delivery industries;
• You must have and maintain a provincial valid driver’s license in good standing with no limitations/restrictions.
• As part of the recruitment process, the candidates will be required to provide consent to complete a criminal background check and provide a driver’s abstract

Work Perks that You Need to Know About: 

• We care about our People and Planetand have challenged ourselves with stretch goals aroundourkey priorities 

• Wecare about our communities, andplay our part to make a difference – from charitable donations to hitting the streets together to build parks,giving back to the community is part of our culture and who we are 

• Engagement with a variety of Business Resource Groups, which can provide volunteer opportunities, leadership experience, and networking through the organization 

• Ability to grow and develop your career centered around our First Choice Learning opportunities 

• Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, retirement program with incredible employer match, generous paid time off plans,an engaging Wellness Program,andan Employee Assistance Program (EAP) with amazingresources 

• On site Pub,access to cool brand clothing and swag, top eventsand, of course...free beer and beverages! 

• Work within a fast paced and innovative company, meeting passionate colleagues and partners with diverse backgrounds and experiences