All jobs within 300 km around Willowdale East

Location(s):  Canada : Ontario : Cobden 

04/15/2024

Address:

62 King Street West

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

• Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
• Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
• Supports the achievement of sales and performance targets.
• Develops and implements a relationship management plan to meet the needs of client.
• Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Executes work to deliver timely, accurate, and efficient service.
• Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
• Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
• Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
• May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
• Builds effective relationships with internal/external stakeholders.
• Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• CFP designation preferred or one of the following:
• Personal Financial Planner (PFP) designation,
• Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
• Financial Planning I & II (FP I & II).
• Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
• Advanced working knowledge of financial industry.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

$42,300.00 - $78,400.00

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/total-rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

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

Overview

Overview

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates should have experience of 1 to less than 2 years

Physical Requirements:

• The candidates should be able to handle repetitive tasks, heavy loads, and physically demanding tasks
• The candidates should be able to bend, crouch, kneel, and lift up to 23 kg (50 lbs) as required

Candidate Status:

• Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position
• International Candidates who don’t have a valid Canadian work permit also can apply

Responsibilities:

• The candidates should be able to sweep, mop, scrub, wax hallways, floors, stairs, and wash windows, interior walls, and ceilings
• The candidates should be able to operate industrial vacuum cleaners to remove scraps, dirt, heavy debris, and other refuse, and clean and disinfect bathrooms and fixtures
• The candidates should be able to make adjustments, minor repairs to heating, cooling, ventilation, plumbing, electrical systems, appliances, and perform other routine maintenance jobs such as painting, drywall repair, and moving heavy furniture, equipment, and supplies

Benefits:

• The candidates will get free parking available and on-site amenities

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume and Cover letter) through the below-mentioned details

By email
[email protected]