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RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.

• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.

• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.

• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).

• Assist the Advisor team in welcoming and onboarding new clients.

• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.

• Tap into your superior problem resolution skills to provide proactive client service.

• Effectively manage incoming communications from clients, Advisors and other internal and external partners.

• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

• Strong skills in working with various business applications/technology

• High level of time management and organization skills

• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

• Exceptional verbal and written communication in

Nice to have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

• Knowledge of RBC Dominion Securities’ systems and procedures

• Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• 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

• An opportunity to make a difference and have a lasting impact on the lives of others

• The chance to work in a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

3250 BLOOR ST W:TORONTO

TORONTO

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-05-28

As a Trust Administrator, RBC Royal Trust, RBC Wealth Management, you will be responsible to supporting the Relationship Managers in the Institutional Trust Services team with the administration of an assigned book of business providing timely, efficient, and accurate administration to ensure a seamless delivery of client service.  Team play is an important skill in this role as success is dependent on working in co-operation with others.

What will you do?  

• Assist Relationship Managers with the administration of their assigned book of business providing quality service and efficient, accurate, and timely account administration.
• Reactively and where required, proactively, maintains timely written, verbal, and electronic communication with the Relationship Managers and external contacts, where required.
• Keep informed about general investment procedures and philosophies.
• Proficient use of all software and internal technology.
• Assists Relationship Managers in ensuring all account administration is performed in accordance with the terms of governing documents, relevant legislation, client needs, company policy, and department objectives.
• Understands the Team’s service standards and the need for operational consistency, continuous improvement and high-quality client service.
• Ensure all account information on internal systems is up to date, complete, and accurate.
• As required, provide training to new employees, assist others and back/up relief to other positions

What do you need to succeed?

Must have

• Post-secondary education or equivalent
• Computer literate
• Effective written, verbal, and electronic communication skills
• Able to work with minimal supervision and with others and perceived as a team player Exhibits sound judgment and decision-making abilities, can work under pressure to meet deadlines, good organizational skills and attention to detail

Nice to have

• 1-3 years’ experience in a similar role and/or 1-3 years’ experience in the Banking or Investment Industry
• Trust & Estates Professional designation
• Successful completion of Royal Trust, Trust Administrator Certificate (or to complete within 3 years)

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 and geographies

WMRT

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

TORONTO

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-05-26

The City of Edmonton's Planning and Environment Services Branch is looking for up to two professionals who are passionate about climate resilience, energy efficiency and low carbon mobility programs. Each position will have a specific focus area, working to support the implementation of Edmonton's key environmental strategies including the Community Energy Transition Strategy & Action Plan, as well as the Climate Resilient Edmonton: Adaptation Strategy & Action Plan. While contributing to the implementation of strategic actions, specific focus areas for these positions will include supporting the Clean Energy Improvement Program (CEIP) and Community Mobilization (engaging citizens through education, programs, and resources to enhance participation in climate action).

Focusing on energy transition and climate adaptation, these positions will explore opportunities and initiatives, and develop and deliver educational tools and behavior change programs to achieve greenhouse gas reduction and climate adaptation goals. In collaboration with internal and external stakeholders, the positions will coordinate a variety of projects that increase community knowledge and build capacity, implement marketing strategies and develop energy transition and climate resilience programs. 

These positions will require expertise in areas including education, outreach, program planning, contract management and marketing. The successful candidates will require skills in project management and have the ability to develop compelling business cases associated with low carbon transportation and/or community mobilization objectives. A portion of the responsibilities will include interacting and developing relationships with industry, business owners, community organizations and citizens, among others. Reporting to the Program Manager, and working collaboratively with technical, environmental and engineering specialists, the Program Coordinator will help achieve environmental objectives and targets by: 

• Planning, supporting and coordinating activities to maintain and continuously improve the climate resilience community programs and contribute to implementing policy through programs
• Conducting climate change projects and activities including research, report writing, developing and implementing supports that advance strategic market transformation objectives, regulations and community mobilization
• Ongoing measurement and evaluation of climate change projects and programs related to energy transition and climate adaptation and development of corrective actions, as required, ensuring integration with other departments and aligned with the City’s and Council’s vision
• Providing support and recommendations for other project teams advancing work related to environment and climate resilience outcomes

These positions encompass a strategic systems thinking project coordination role that works across the corporation and external community to integrate various climate change community programs. This position is responsible for developing and coordinating complex multi-faceted programs and initiatives that incorporate data and research, behavioral change theory and effective promotional activities to deliver on Council’s goals.

With a focus on the City of Edmonton’s Cultural Commitments to be Safe, Helpful, Accountable, Integrated and Excellent, you will:

• Plan, support and coordinate environmental activities to help meet climate resilience targets set out in the city of Edmonton’s Climate Resilience Policy C627, the Community Energy Transition Strategy, the Climate Resilient Edmonton: Adaptation Strategy and Action Plan, the City Plan and ConnectEdmonton
• Develop presentations, reports, project charters, supporting documents, business cases, contract agreements and related program planning and management materials
• Seek and secure funding for Environment & Climate Resilience community programs
• Identify evaluation processes and measure program performance with timelines and milestones; provide recommendations for strategy and plan updates and continuous improvement actions
• Manage and communicate key program performance measures through reporting on regular frequency
• Coordinate and deliver activities, outreach programs and events to engage industry, business owners, community organizations and citizens, among others, related to climate change
• Support climate mobilization and capacity building efforts including educational programs, building and strengthening partnerships, active communication and community initiative mobilization and citizen participation
• Lead integrated marketing campaigns in collaboration with Communications and Engagement Services to promote community programs,including development, coordination and promotion of communications, educational materials and engagement strategies related to environment and climate actions
• Develop strategies to build positive social norms and promote behavioral changes around acting on climate change; expand networks and key influencers
• Perform other related duties 

Qualifications

• University degree in business administration, political science, environmental sciences, arts, communications, human sciences or a related field
• A minimum of five (5) years of directly related work experience is required. Leadership, project management, and community engagement/outreach experience within a public sector environment and/or with climate change  would be beneficial
• Membership within a professional association in a relevant field would be an asset
• Extensive knowledge of climate action and community mobilization, including program design, delivery and management
• Significant knowledge of one or more of the following topics: low carbon transportation, micromobility, energy efficiency, energy poverty, renewable energy, climate adaptation and climate equity
• Knowledge of work methods, studies, analyses and practices related to climate change
• Knowledge and experience in strategic and business planning, the business planning cycle and process with a systems thinking approach
• Knowledge of marketing strategies and promotional activities
• Experience in preparing and presenting briefs and reports for leadership
• Excellent verbal and written communication skills, including strong presentation and facilitation experience
• Excellent proofreading skills (grammar, punctuation, spelling) with a high level of accuracy
• Experience and skill in the use of analytics, and data intelligence to support decision making processes
• Ability to establish and maintain effective work relationships as necessitated by work assignments
• Demonstrated ability to achieve results in the context of a respectful, inclusive and service-minded style
• Demonstrate alignment with the Cultural Commitments of Safe, Helpful, Accountable, Integrated and Excellent, fostering an environment for others to do the same. For more information on the City’s Cultural Commitments, please visit edmonton.ca/our-culture
• Demonstrate the foundational competencies, key behaviours and attributes of the City’s six leadership competencies: Courage, Inclusivity, Values-Based Influencer, Collaborative Networker, Systems Thinker and Creative Innovator.  For more information on the City’s leadership competencies, please visit edmonton.ca/our-culture
• Applicants may be tested

The City of Edmonton is committed to inclusive, respectful and equitable workplaces that represent the communities we serve. We continuously improve our systems, policies and practices to remove barriers and ensure our employees, in all their diversity, can succeed. We value applicants with a diverse range of skills, experiences and competencies, and encourage you to apply. To learn more, see the Art of Inclusion: Our Diversity and Inclusion Framework here: https://bit.ly/3hd2d95

The City of Edmonton strives to provide reasonable access and accommodations throughout the application and selection process. If you would like to request an accommodation at any stage of the process, please contact [email protected].

Up to 1 permanent full-time position and up to 1 temporary 11 month position available 

Hours of Work: 40 hours per week
The weekly hours of work for this position are currently under review and may change at a future time. Any changes will be made in accordance with the City of Edmonton/Civic Service Union 52 collective agreement and the incumbent will be notified in advance.
Salary: $44.744 - $56.536 (Hourly); $93,425.470 - $118,047.170 (Annually)
Talent Acquisition Consultant: RD/JF

Classification Title: Strategic Planning Analyst II - 8 hr
Posting Date: May 16, 2024
Closing Date: May 30, 2024 11:59:00 PM (MDT)
Number of Openings (up to): 2 - Permanent and Temporary Positions Full-time
Union: CSU 52
Department: Urban Planning and Economy
Work Location(s): 9th Floor Edmonton Tower, 10111 104 Avenue Edmonton T5J 0J4

Weekly Hours: 40 

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

The Regional Coordinator, Client Support is responsible for the execution of day to day operational tasks & activities to support the Region.  

Duties & Responsibilities:  (What you will do)

• Maintain office systems including but not limited to network administration, telephone and voice mail programs.
• Lead management of facilities operations as well as delivery and change management of facilities related changes
• Maintain office systems including but not limited to network administration, telephone and voice mail programs, reference and product files, branch library and  Product & Procedures manual. 
• Liaises with Facilities to support leasehold improvements, lease renewals and planned moves. 
• Independently manages monthly and quarterly compliance reporting tasks, including follow-up with advisors on outstanding Cases, for the region. 
• Identifies compliance deficiencies, and communicates to Advisor and Admin to rectify. 
• Complete regional reporting requests & data analysis in MX360, Tableau and other corporate reports
• Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation and SOTI
• Coordinate and execute on a variety of regional initiatives; including seminars, Client Forums and PD Days, coordinate logistics as required.
• Participate in various regional meetings and special projects, as applicable.
• Liaise with external partners such as medical associations, accounting firms, etc. as required for regional projects
• Assist with expense reporting including managing/tracking budgets, validating cost centers, etc.
• Other administrative tasks as required.  Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions

Education & Experience:  (What you need)

• Community college diploma in Business Administration or equivalent.
• Three+ years’ experience in an administrative or clerical position, preferably with a financial services company. 
• Working knowledge or RRSPs, RRIFs, mutual funds and client services would be an asset. Excellent computer skills including MS Word, MS PowerPoint, and good understanding of current corporate applications.

Competency Requirements:  (What you bring) 

• Stewardship of the client experience.
• Strong organizational skills.
• Excellent communication skills.
• Initiative and resourcefulness.
• Ability to work effectively and collaboratively within a team.
• Attention to detail.
• Well-organized with high energy, effective communication skills 
• Enjoys a fast pace environment and is highly professional.  
• Team player with a desire to consistently create a positive work environment.  

“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in [English] [in addition to French] because : 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]

The Office Coordinator is responsible for Reception and the execution of day-to-day operational tasks & activities to support the Regional Office. 

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

• Perform reception duties including answering the telephone, greeting clients, managing incoming & outgoing mail & courier and booking client appointments
• Maintain office systems, including but not limited to, network administration, telephone and voice mail programs, reference and product files, branch library and Product & Procedures manual
• Lead management of facilities operations as well as delivery and change management of facilities related changes
• Liaise with Facilities to support leasehold improvements, lease renewals and planned moves
• Complete regional reporting requests & data analysis
• Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation and SOTI
• Coordinate and execute on a variety of regional initiatives including seminars, Client Forums and Professional Development Days and coordinate logistics as required
• Assist with branch compliance duties including maintaining the security checklist and Business Continuity Plan
• Participate in various regional meetings and special projects, as needed
• Liaise with external partners such as medical associations, accounting firms, etc. for regional projects as required
• Other administrative tasks as required 
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions

 The Must Haves:

• Community college diploma in Business Administration or equivalent
• Three+ years’ experience in an administrative or clerical position, preferably with a financial services company
• Working knowledge or RRSPs, RRIFs, mutual funds and client services would be an asset
• Excellent computer skills including MS Word, MS PowerPoint, and good understanding of current corporate applications 

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

• Stewardship of the client experience
• Strong organizational skills.
• Excellent communication skills
• Initiative and resourcefulness
• Ability to work effectively and collaboratively within a team
• Attention to detail
• Well-organized with high energy, effective communication skills
• Enjoys a fast-paced environment and is highly professional 
• Team player with a desire to consistently create a positive work environment

Toronto, CA

The Bilingual Project Administrator is responsible for project administration activities including but not limited to maintaining project documentations, completing project set up, financial and administration close out requirements.

KEY DUTIES & RESPONSIBILITIES

Project Set Up

• Inputs project information into databases and completes project set up process

Project Tracking and Documentation

• Maintains project documentations such as project plans, meeting minutes, contracts, bid packages, technical and financial close outs, etc.
• Monitors project progress and timelines and prepares status reports to assist with timely project delivery.

Project Financial Administration

• Works with relevant stakeholders to collect vendor qualification documentations and ensure vendors are activated and set up within financial systems.
• Executes the purchase order process.
• Reconciles purchase orders to invoices to ensure accuracy.

Project Reporting

• Prepares various reports to support monitoring of project progress, costs, key performance indicators, etc.
• Reviews and communicates risks to Project Managers.

Project Close Out Administration

• Executes project close out requirements.
• Gathers and ensures receipt and sign-off of all project documentations.  Files project documentations.
• Ensures receipt of all invoices.  Follows up with vendors where required.  Reconciles purchases to invoices to ensure accuracy and ensures all invoices are paid.
• Reviews and reconciles actual project expenses against cost estimates.
• Other duties as assigned.

KNOWLEDGE AND SKILLS

• Community college diploma
• 1 to 3 years of project administration or administrative work experience
• Strong administrative and organizational skills
• Ability to provide project administration support
• Ability to maintain  accurate data
• Strong attention to detail and data accuracy
• Ability to extract and compile data into reports
• Ability to communicate effectively with others for the purpose of data exchange, clarification and follow up
• Computer proficiency in MS Office applications in particular – MS Project, MS Excel, MS Outlook, along with ability to quickly learn new applications

Licenses and/or Professional Accreditation

• Demonstrates an interest in pursuing Project Management Institute Accreditation

• Posting Period: 16-MAY-2024 to 29-MAY-2024 

Major Responsibilities:

• Performs varied administrative tasks involving the preparation, research, summary and reconciliation of data and the control and expedition of documents, data, revenues and cash.
• Prepares and processes documents/statistical summaries/reports etc. Assesses and analyses data. Drafts and signs correspondence.
• Checks work for accuracy and conformity with regulations, policy and procedures and corrects/resolves outstanding/incorrect items. Identifies issues and recommends solutions. Performs complex calculations.
• Directs, coordinates, schedules and trains assigned staff. Checks/verifies work of assigned staff.
• Operates office equipment and computers utilizing a variety of software packages, applying speed and skill. Prepares presentation material. Utilizes detailed layout and formatting.
• Co-ordinates and maintains a complex record/retrieval system. Maintains supplies inventories.
• Responds to e-mails, telephone and in-person inquiries from senior staff, the public, agencies and other levels of government utilizing in-depth knowledge of procedures, regulations and criteria.
• Reviews, accepts or rejects material/applications from the public, ensuring all criteria have been met.
• Receives and pays out cash and cheques, controls, monitors and balances petty cash, prepares bank deposits, withdrawals, reconciliations and processes/checks financial payments. Assists with budget administration for unit.
• Co-ordinates meetings, events and schedules. Takes/transcribes minutes.

Key Qualifications:

Your application must describe your qualifications as they relate to:

1. Considerable experience working in a front-line, highly demanding customer service oriented environment, performing various clerical and administrative tasks.
2. Considerable experience utilizing case management systems (e.g. Licensing System, ICON, etc.) and a range of office equipment such as scanners, Point of Sales (POS) systems and other relevant equipment to support the division's core requirements such as Captiva, T-Recs, Front Desk, etc.
3. Considerable experience using a variety of software packages such as Microsoft Office Suite (i.e. Word, PowerPoint, Excel and Outlook) to create and format documents, reports, charts, spreadsheets and POS/bank reconciliations.
4. Considerable experience reviewing personal and corporate documents of a sensitive nature for the purpose applications and data entry both in-person and online, in hardcopy and digital format.

You must also have:

• Excellent interpersonal skills with the ability to provide a high level of customer service and respond to email, telephone and in person inquiries in an efficient, discreet and diplomatic manner.
• Excellent organizational, analytical and multitasking skills with the ability to set priorities, co-ordinate a diverse workload, meet tight deadlines and assess priorities while working with minimal supervision.
• Excellent problem solving and decision-making skills with the ability to handle and resolve difficult situations in a professional manner.
• Excellent keyboarding, proof reading and data entry skills with emphasis on volume and accuracy.
• Ability to work in a high pressure, high volume, team environment and carry out instructions with minimal supervision.
• Ability to work in a customer service-oriented environment, dealing directly with the public, including handling customer inquiries in person, by telephone and in writing.
• Ability to write in a clear, concise and legible manner.
• Ability to exercise independent judgment and discretion in dealing with confidential operational matters.
• Ability to compile financial data and statistical summaries and to balance documents.
• Ability to support the Toronto Public Service values to ensure a culture that champions equity, diversity and respectful workplaces. 
• General knowledge of court proceedings, tribunal process and procedures. 
• Knowledge and understanding of relevant bylaws (e.g. Toronto Municipal Code Chapter 545 and 546) and other government legislations, regulations, policies, practices and procedures.