All jobs within 200 km around Brantford

About Us: Proudly Canadian and Independently Owned, We are Coke Canada!

What is the opportunity?

In this role, you are the steward and primary relationship contact of a portfolio of RBC clients, bringing the best of RBC to businesses, their employees and their owners, demonstrating a One RBC mindset. This role will acquire and grow client relationships through professional, tailored and proactive advice and solutions, meeting with client in person or virtually, based on client preference. This role will regularly introduce partners and specialists to offer solutions that meet clients’ financial needs. This role works in collaboration with Dealer Service Manager/Financing Specialist partners, achieve and sustain portfolio quality through disciplined execution of client and portfolio management routines.

What will you do?

• Lead with a growth mindset, focusing on what’s possible to maximize client acquisition, growth and deliver an exceptional client experience

• Demonstrate client stewardship and care in every decision and activity

• Proactively contact all clients annually and through effective discovery,  understand their needs, changing circumstance and ongoing satisfaction with all of RBC

• In conjunction with your Client Relationship Team (CRT) members, you create exceptional client experiences by delivering value-added advice aligned to your expertise and the client's needs.

• Make the most of every client interaction including meeting immediate needs, providing advice, referring to partners, acting as a digital advocate to digitally enable clients and supporting their journey towards low-carbon transition as climate-related demands increase.

• Work as a team and leverage partners for timely and seamless client contact

• Acquire new clients and ensure alignment to the Home of Best Fit. Build and maintain a centre of influence network aligned with your industry specialization and target market

• Deliver business results and grow market share, by growing and retaining existing business client relationships through insightful annual strategy meetings and ensuring a One RBC approach

What do you need to succeed?

Must have:

• 5+ years relevant account management, business development or sales experience

• 5+ years commercial credit underwriting and proven sales experience

• Experience identifying and acting on business opportunities

• Strong MS Office software skills including MS word, Excel and PowerPoint

• Strong interpersonal/ communication skills

Nice to have:

• Knowledge and understanding of the Automotive and/or Recreational Vehicle Industry

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.

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to do challenging work

Job Skills

Adaptability, Business Development, Client Centricity, Collaboration, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice Management

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

We Offer

Responsibilities

You Possess

What you’ll be doing… 

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, you will be provided in-depth training designed to allow you to provide exceptional service throughout the customer’s journey by: 

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for 
• Educating our customers, providing relevant insights and expert advice 
• Building customer’s plans using a holistic approach to help them achieve their goals 
• Nurturing strong, long-standing relationships 
• Developing, retaining, and growing the branch business by delivering against individuals and team sales goals that support a positive customer experience 

What you need to succeed… 

• How to build strong customer relationships and deliver excellent customer service 
• Demonstrated ability to meet and exceed business goals that align to a customer’s stated goals 
• To uncover and solve for customers’ needs 
• Mutual Funds licence and working towards the CIFP Diploma 

What we’re offering… 

• The opportunity to join a forward-thinking company surrounded by a collaborative team of innovative thinkers 
• A rewarding career path with diverse opportunities for professionally development 
• A competitive compensation and benefits package 
• Internal training to support your growth and enhance your skills 
• An organization committed to making a difference in our communities– for you and our customers

Overview

22790 Grey Road 16, OWEN SOUND, ON N0H 1G0, Canada\

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

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:G Full Mon to Frid - 8am or 10 am & Tues to Sat 10am start and Sat 8am start

Additional Details:01/29/2025