All jobs within 50 km around Airdrie

Overview

Overview

Overview

01/03/2025

Address:

525 8th Ave SW East Tower

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

• Books meetings with new prospects and prepares introductory package for the prospect/referral.
• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
• Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
• Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
• Resolves client complaints in a timely and effective manner; escalates as required.
• Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
• Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
• Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
• Maintains and organizes client database and client files.
• Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
• Administers and processes documentation related to client files and regulatory requirements.
• Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
• Ensures transactions and tasks are appropriately assigned to team members and completed.
• Mentors and coaches new or junior members to the team and branch.
• Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
• Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
• Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
• Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Advanced knowledge of investment process and procedures.
• Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
• Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
• Knowledge of compliance practices and regulations.
• Knowledge of Insurance and group products is an asset
• Knowledge of Trust and Estate services is an asset
• Knowledge of Financial/Retirement planning.
• Knowledge of trade processing rules.
• Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.
• Current registration as Investment Representative (IR).
• 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Please note the base salary for this specific position in Calgary is $40,000 and this role may be eligible to receive a monthly discretionary bonus.

$35,000.00 - $64,900.00

At Air Canada, we understand the importance of excellence in customer service. We also recognize that each customer interaction is an opportunity to make a positive impression.  

As a Customer Relations Representative, your role is about building meaningful connections with our customers. You are an ambassador for Air Canada and must be comfortable responding to our customers by phone and in writing.

The current salary is $20.04/hr as per the collective agreement. 

Key Functions & Accountabilities:

• Understand the importance of empathy in building long-lasting customer relationships. 
• Demonstrate active listening skills to understand the needs of our customers. 
• Evaluate each customer’s concern and complete the necessary research to respond appropriately and professionally.  
• Respond with compassion and care to customer inquiries and complaints by phone and email, even under challenging circumstances. 
• Take ownership of customer concerns and follow through with appropriate solutions, ensuring a high level of customer satisfaction and retention. 
• Meet or exceed established targets. 
• Provide feedback to leads, management, and internal stakeholders to promote continuous improvement of our products, processes and services. 
• Perform other associated duties, as required.

Qualifications

• High school diploma or equivalent. 
• Very strong customer service background, including demonstrated problem-solving skills and a solution-driven mindset.  
• Strong interpersonal, time-management and teamwork abilities.  
• Able to work independently. 
• Available to work a variety of day, evening and overnight shifts, including weekends and statutory holidays. 
• Able to adapt to changes in procedures, policies and regulations. 
• Able to adapt to new technology with ease.  
• Must be eligible to work in the country of interest, at the time any offer of employment is made. Note that seeking required work permits/visas or other authorizations which may be required is the sole responsibly of each candidate. 

Linguistic Requirements :

Candidates must speak English fluently. Priority will be given to candidates who speak English and French. Candidates must have excellent writing skills in English. We would love to know if you are also fluent in Spanish.

Overview

Overview

Overview

WestJet's Customer Service Agents are responsible for helping our guests have a positive experience getting through the airport and on to the aircraft. You are often the first in-person point of contact for our guests and play a crucial role as a WestJet brand ambassador.

Your expertise is essential in providing a safe and stress-free experience by helping guests check-in, supporting self-serve kiosks, preparing the aircraft for on-time departure, executing successful deplaning and boarding processes, greeting our most recent arrivals, assisting guests with connections, and more!  You are there to help our guests, while creating the experience our guests have come to know and love about WestJet.  

What you will bring to the team: 

• You are a true customer service agent and come with a minimum of two years’ experience in a customer-facing role. 
• You understand the importance of safely performing on-time and bring a proven track record for punctuality and reliability. 
• You are a multitasker, comfortable working in a fast-paced, time-sensitive environment, and work well under pressure. 
• You must have the ability to walk long distances, stand for extended periods of time and be able to lift up to 50lbs.
• You are an effective communicator with demonstrated proficiency with computers and recent experience using Windows-based software. 
• Prior experience working in an airline, travel, tourism or hospitality would be considered an asset. 
• Ability to work a flexible work schedule. You will be required to work shift work, as we are a 24/7 operation. 
• Candidates must be proficient in reading the English language as one requirement to be successful in the completion of training.Our training environment has evolved and has become more virtual and self-directed than in the past. This change has resulted in an increase in reading requirements via independent and on-line learning as an integral part of the training program.

Responsibilities:

• Providing a safe and positive airport experience for our guests travelling through our airport.
• Perform guest service tasks such as processing service fees, creating new and/or changing reservations, issuing tickets, support self-serve kiosks, assisting guests with mobility issues, aircraft arrivals and departures.
• Troubleshooting Concerns - Assisting guests with itinerary changes, supporting guests with disrupted flights as well as delayed and damaged baggage. Providing a safe and positive airport experience for our guests travelling through our airports.
• Follow all procedures to safely perform on time (SPOT).
• Ensure and uphold exceptional guest service standards.
• Effectively manage uncomfortable or challenging situations with the public.
• Carry oneself with the utmost professionalism and poise while on-duty or in the public eye.
• Must adhere to uniform and appearance standards as prescribed under company policy.
• Other duties as assigned.

Growth and Development: 

At WestJet, we take pride in our team and want to see each and every person reach their full potential. Our Airports department offers many opportunities to grow your career in various operational, support and leadership roles. As each WestJetter's career path is unique, we encourage growth and development conversations with your leader, who will be there to support you on your journey.  

Posting Close Date: 12/24/2024

The benefits of being a WestJetter:  

WestJet provides all WestJetters with a competitive total rewards package.  On top of that, we offer:   

• A fun and friendly culture with colleagues who work together to win  
• Travel privileges for you and your family, effective from your start date
• Savings and Benefit programs that are flexible to meet your specific needs

Overview