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Financial Planner/Investment Specialist Full-time Job

Scotiabank

Financial Services   Québec
Job Details

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships.  You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

 

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

 

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

 

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

 

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

 

  • Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
  • Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
  • Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.


 

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

 

  • 3 years of experience in financial planning and investment sales.
  • You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation or  Institut québécois de planification financière (IQPF for Quebec residents) designation.
  • Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
  • You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

 

 What’s in it for you?

 

  • An entrepreneurial culture with the freedom to develop your career.
  • A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
  • A compensation structure that rewards growing and maintaining your client base.
  • Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • Ability to provide an excellent client experience without going to the branch.
  • A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
  • A work culture that promotes diversity, respect, and inclusion.

 

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel. 

Financial Planner/Investment Specialist

Scotiabank
Québec - 476.22km
  Financial Services Full-time
As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedi...
Learn More
Jan 30th, 2024 at 11:58

Shoemaker Full-time Job

Produits De Sécurité UNIK Inc

General Category   Québec
Job Details

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 year to less than 2 years

Type of repair: Footwear

Physical Requirements:

  • The candidates should possess manual dexterity and have a high level of attention to detail, exhibiting good hand-eye coordination

Other Requirements:

  • The candidates should possess efficient interpersonal skills and be highly organized

Candidate Status:

  • Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
  • Candidate must have legal authorization (Work Permit) to work in Canada
  • If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

  • The candidates should be able to outline and cut patterns, trim, dress, and finish boots or shoes

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) through the below-mentioned details

By email
[email protected]

Shoemaker

Produits De Sécurité UNIK Inc
Québec - 476.22km
  General Category Full-time
  18
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates need standard educational qualifications such as a Secondary (high) school gra...
Learn More
Jan 23rd, 2024 at 05:52

Post Office Assistant Part-time Job

Canadapost

General Category   Québec
Job Details

If you have ambition, talent and drive, consider a fast-moving career with Canada Post. We are currently seeking a part-time Post Office Assistant who will use a customer-focused approach when providing counter services to customers.

Note: The ideal candidate should reside in the community. Applicants outside the community in which the Post Office is located may be considered as needed.

Job Responsibilities

• Sell postal products and service to the business community and public

• Sort, distribute and process mail into appropriate classifications

• Provide customers with information and forms

• Address delivery and service difficulties to resolve problems thoroughly and quickly

Job Responsibilities (continued)

 

 

Qualifications

• High school or provincial equivalency and/or experience in business administration

• Training and/or experience interacting with the public in a retail and/or service environment, including sales and cash transactions

• Understanding of general or post office accounting systems.

• Physically fit to lift mail containers of up to 50 lb, push or pull boxes, sort mail and stand for extended periods of time

 

 

Other Information

Total hours per week: 4.5h

Work timetable

Monday: 8:15 a.m. to 9:45 a.m.

Saturday: 9:15 a.m. to 12:15 p.m.

Post Office Assistant

Canadapost
Québec - 476.22km
  General Category Part-time
If you have ambition, talent and drive, consider a fast-moving career with Canada Post. We are currently seeking a part-time Post Office Assistant who will use a customer-focused a...
Learn More
Jan 19th, 2024 at 07:15

Retail Sales Associate Full-time Job

Bell

Sales & Retail   Québec
Job Details

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.

 

Responsibilities / Job Description

Bring your personality to the job
• You love helping people find the products that will make their lives better 
• You’re passionate about new technology and ready to explain it to anyone, from an expert to a novice
• You thrive in a fast-paced environment and have a flexible schedule
• Experience in Retail Sales, Customer Service or Hospitality is a definite asset
• At Bell, we don’t just accept difference—we celebrate it!
Get benefits and build a career path 
• We recognize your hard work through incentives, rewards, and employee discounts on services
• Full benefits package for full-time and part-time employees
• Online and in-class training to develop your skills, along with opportunities for career growth and promotions
• We also provide a flexible schedule that offers Full and Part Time hours 
Build great customer experiences that keep customers coming back to our stores 
• Be able to build a connection with customers to find the right products and services for them
• Provide a great experience and build loyalty with every customer, every day
• Enjoy the challenge of hitting sales targets
• Be excited to learn about new technology and services
• Speak another language? We welcome any second language (French, Mandarin, Cantonese, Korean, Tagalog, Hindi, Punjabi, Thai, and more
)

#EmployeeReferralProgram

 

Adequate knowledge of French is required for positions in Quebec.

 

Additional Information:

Job Location: Canada : Quebec : Boisbriand || Canada : Quebec : Blainville || Canada : Quebec : Deux-Montagnes || Canada : Quebec : Laval || Canada : Quebec : Mirabel || Canada : Quebec : Prévost || Canada : Quebec : Rosemère || Canada : Quebec : Saint-Eustache || Canada : Quebec : Sainte-Thérèse
Application Deadline: 03/08/2024

Retail Sales Associate

Bell
Québec - 476.22km
  Sales & Retail Full-time
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...
Learn More
Jan 15th, 2024 at 14:43

Financial Planner, Investment Specialist Full-time Job

Scotiabank

Financial Services   Québec
Job Details

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

 

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Montreal market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships.  You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

 

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

 

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

 

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

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

  • Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
  • Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
  • Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.


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

  • 3 years of experience in financial planning and investment sales.
  • You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation or  Institut québécois de planification financière (IQPF for Quebec residents) designation.
  • Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
  • You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
  • You are bilingual, French and English, pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English because they will serve and English-speaking clientele

 

 What’s in it for you?

  • An entrepreneurial culture with the freedom to develop your career.
  • A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
  • A compensation structure that rewards growing and maintaining your client base.
  • Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • Ability to provide an excellent client experience without going to the branch.
  • A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
  • A work culture that promotes diversity, respect, and inclusion.

 

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

Financial Planner, Investment Specialist

Scotiabank
Québec - 476.22km
  Financial Services Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.   As an Investment Specialist, you will focus on developing and deepening cli...
Learn More
Jan 13th, 2024 at 06:16

Foreman/woman, landscaping | LMIA APPROVED Full-time Job

Paysagistes Au Naturel Inc

General Category   Lévis
Job Details

Requirements:

Languages: Candidates must have knowledge of the French Language
Education: Candidates need standard educational qualifications such as College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year or equivalent experience
Experience: Candidates should have experience of 5 years or more
Area of specialization: Landscape construction
Equipment and machinery experience: Backhoe, chain saw, pick-up truck, small engine equipment, and tractor
Own tools/equipment: Steel-toed safety boots

Physical Requirements:

  • The candidates should be capable of handling heavy loads and be physically demanding
  • The candidates should possess manual dexterity and be comfortable with a combination of sitting, standing, and walking
  • The candidates should be able to stand for extended periods and be proficient in bending, crouching, and kneeling

Other Requirements:

  • The candidates should be client-focused and demonstrate judgment
  • The candidates should be team players and exhibit flexibility

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 organize, direct, plan, estimate, and manage planting of trees, gardens, and lawns efficiently
  • The candidates should be able to read blueprints and drawings accurately for landscape construction work
  • The candidates should be able to repair, maintain equipment, requisition materials, and resolve work-related problems effectively

Benefits:

  • The candidates will get registered retirement savings plan (RRSP), free parking available, learning/training paid by employer, and team building opportunities

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, Cover letter) through the below-mentioned details

By email
[email protected]

Foreman/woman, landscaping | LMIA APPROVED

Paysagistes Au Naturel Inc
Lévis - 478.26km
  General Category Full-time
  25  -  35
Requirements: Languages: Candidates must have knowledge of the French Language Education: Candidates need standard educational qualifications such as College, CEGEP or other non-un...
Learn More
Feb 13th, 2024 at 11:13

Class 1 Delivery Person / Warehouse Attendant - Chicoutimi Full-time Job

Molson Coors Beverage Company

Transportation & Logistics   Chibougamau
Job Details

We are looking for a  motivated Class 1 Delivery Driver / Warehouse Associate  to join our distribution team in Chicoutimi. In this role, you will work closely with a Delivery Assistant to ensure the delivery of our products (beer and other beverages) to our commercial customers. You will be a key member of our team, contributing to delivery management, warehousing, and order preparation (as needed).   

  

Your responsibilities :  
  

  • Ensure product delivery  : Deliver beer to retailers using specialized equipment. Handle crates of beer by hand, on pallets, or using a forklift, in accordance with customer orders.   

  • Unload and organize products  : Unload crates and barrels of beer from the truck, and place the products in designated areas within businesses (grocery stores, convenience stores, bars, restaurants), respecting established standards.   

  • Manage inventory and stock rotation  : Ensure proper product rotation to guarantee freshness and optimize stock management.   

  • Invoice orders  : Carry out invoicing of orders using suitable IT tools.   

  • Support the warehouse team  : Provide assistance to the warehouse team as needed.   

  • Driving a Forklift  : Use a forklift to move and retrieve pallets of beer, as well as prepare customer orders according to company requirements.    

  

  

Other qualifications :  

  

  • You have a class 1 driving license and a good driving record.  

  • You are of legal drinking age in Quebec (18 years and older).  

  • You are in excellent physical condition and able to carry loads of up to 100 lbs, repeatedly.  

  • You value teamwork and easily build collaborative relationships to achieve desired results.  

  • You assume your responsibilities with integrity and respect your commitments.  

  • You are rigorous in managing priorities and ensure that workplace safety guidelines are applied.  

  • You are comfortable with computer tools.  

  • You have experience driving forklifts (an asset).  

  

  

Job Perks You Should Know :  

  

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

  • Free beer and drink program!  

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

Class 1 Delivery Person / Warehouse Attendant - Chicoutimi

Molson Coors Beverage Company
Chibougamau - 497.61km
  Transportation & Logistics Full-time
We are looking for a  motivated Class 1 Delivery Driver / Warehouse Associate  to join our distribution team in Chicoutimi. In this role, you will work closely with a Delivery Assi...
Learn More
May 2nd, 2025 at 16:07

Ops Agent Admin Full-time Job

Coca-Cola Canada Bottling Limited

Administrative Jobs   Chibougamau
Job Details
  • Location: 2700 Boulevard Talbot, Chicoutimi, QC G7H 5B1, Canada

Supports station/call centre operations and management in all aspects of business and office procedures including liaison with internal and external customers, suppliers and employees. Co-ordinates all administrative aspects of the station/call centre and directly assists senior manager in achievement of departmental goals.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

High school diploma/educational equivalent with secretarial courses or business college training preferred.

Two (2) years experience in a customer contact environment of which one (1) year is in a secretarial/administrative role.

Standard level MS Excel, Word. PowerPoint is preferred.

Good communication (verbal/written), interpersonal and organizational skills required.

 

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

High school diploma/educational equivalent with secretarial courses or business college training preferred.

Two (2) years experience in a customer contact environment of which one (1) year is in a secretarial/administrative role.

Standard level MS Excel, Word. PowerPoint is preferred.

 

Good communication (verbal/written), interpersonal and organizational skills required.

Ops Agent Admin

Coca-Cola Canada Bottling Limited
Chibougamau - 497.61km
  Administrative Jobs Full-time
Location: 2700 Boulevard Talbot, Chicoutimi, QC G7H 5B1, Canada Supports station/call centre operations and management in all aspects of business and office procedures including li...
Learn More
Aug 21st, 2024 at 16:16

Senior Administrator - Fort St. James, BC Full-time Job

Arrow Transportation Systems Inc. (Vancouver) Trucking And Logistics

Administrative Jobs   Camlachie
Job Details

We Offer

  • Competitive Compensation: $63,600 - $72,700/yr
  • Full extended medical benefits for you and your dependents/family - includes dental, pharmaceutical, paramedical, vision care, life insurance, disability insurance, health spending account and more 
  • Pension matching program of 4%
  • Shift: The standard work schedule for this role is Monday to Friday, 7:30 AM to 4:30 PM. We are open to considering candidates interested in a 3/4-time position, depending on skills and availability.
  • We offer a flexible hybrid work arrangement for candidates living within a couple of hours of Fort St. James. In this role, you’ll be expected to work on-site about half the time. Relocation assistance is available for candidates who choose to fully relocate to Fort St. James.

  • The stability of a 100+ year old company and the spirit of an innovative and entrepreneurial organization.
  • We promote from within! A career with a growing company.

As advocates of equal opportunity, we welcome applications from individuals of all backgrounds. We firmly believe that diversity fosters innovation and contributes to the success of Portland Canal Transportation Limited Partnership.

 

Responsibilities

Reporting to and working closely with the Division Manager, the Senior Administrator’s principal role is to update, create, review, audit, analyze and optimize all financial processes, documentation and reporting of revenue and payable streams for the Division.  The Senior Administrator also ensures all information is reported accurately and appropriately in Arrow and Customer Systems as it relates to all activities in the Division.  This role ensures processes are followed and items completed in Arrow’s various software applications on an ongoing basis and as per accounting cycle deadlines.

 

Major Responsibilities

  • Ensure all information pertaining to Revenue is accurately created in appropriate software, is regularly updated and reviewed for accuracy and is regularly audited and reconciled.
  • Ensure all information pertaining to Payables are audited and reflect accurately.
  • Perform comprehensive reconciliations of accounts including insurance claims, pension, health & welfare, lease operator advancements and holdbacks, Union dues and Arrow Star maintenance.
  • In conjunction with the Division Manager, ensure that documented incident claims are entered in appropriate software and managed.
  • Code, total, batch, enter, verify, and reconcile transactions such as accounts payable, receivable, payroll, purchase orders, invoices, and petty cash transactions in the appropriate computer systems.
  • Calculate, prepare and issue documents related to accounts such as bills, invoices, inventory reports, account statements, lease operator statements and other financial statements using computerized and manual systems.
  • Prepare analysis and/or reports as required by division, internal and/or external customers.
  • Ensure all HR/Hiring and related paperwork is completed and filed appropriately whether internally or with 3rd parties (i.e. required Teamsters paperwork where applicable).
  • Ensure all files are organized and maintained and all office processes are streamlined for most efficient and effective operation.
  • Order office supplies, service office equipment and arrange for servicing in the case of major repairs.
  • Provide internal and external Customer Service excellence
  • Perform clerical duties such as word processing, maintaining filing and record systems, emailing and photocopying.
  • Process incoming and outgoing mail.
  • Respond to telephone, in person or electronic enquiries or forward to appropriate person.
  • Provide general information to clients and the public.
  • May be asked to get involved in operations administration and lower level operating duties when required by Manager.
  • Ensure full compliance with safety policy and procedures. When applicable, identify hazards and bring potential safety compliance gaps to the attention of Senior Management.
  • Comply with all rules and regulations, protocols, and established metrics
  • Ensure all information pertaining to payables including lease operator statements, Maintenance information, and regular Teamsters payments are audited and reflect accurately.
  • Responsible for fuel card allocation and timely tracking of fuel usage.
  • WCB quarterly tracking of lease operator account standing.
  • Other duties as assigned by Manager.

You Possess

  • Understanding of and 5 – 8 years experience with the accounting cycle i.e., Accounts Payable, Accounts Receivable, Payroll, Month End and Year End processes.
  • Relevant post-secondary courses, diploma, degree or experience required.
  • Experience having worked in the Trucking and/or Transportation industry is a strong asset.
  • Excellent alphanumeric keyboarding skills
  • Proficient in Microsoft Excel and ability to quickly learn new computer applications i.e., Arrow custom applications, Office 365, etc.
  • Strong concern for the accuracy and quality of work
  • Exceptional Internal and external customer service skills
  • Problem Solving ability
  • Proven Initiative
  • Demonstrates strong communication skills both verbally and written
  • Strong work ethic and positive team attitude
  • Highly flexible, with solid interpersonal skills that allow one to work effectively in a diverse working environment
  • Organizational skills and keen attention to detail
  • Professional appearance/demeanor whether in person, via email or on the telephone.
  • Embody Arrow's core values:  Safety, Quality, Integrity, Responsibility, Teamwork and Fun! 

Senior Administrator - Fort St. James, BC

Arrow Transportation Systems Inc. (Vancouver) Trucking And Logistics
Camlachie - 499.78km
  Administrative Jobs Full-time
  63,600  -  72,700
We Offer Competitive Compensation: $63,600 - $72,700/yr Full extended medical benefits for you and your dependents/family - includes dental, pharmaceutical, paramedical, vision car...
Learn More
Sep 25th, 2025 at 06:19

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