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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 - 360.83km
  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
dbrisebois@uniksafety.com

Shoemaker

Produits De Sécurité UNIK Inc
Québec - 360.83km
  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 - 360.83km
  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 - 360.83km
  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 - 360.83km
  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

Merchandiser Full-time Job

Coca-Cola Canada Bottling Limited

Sales & Retail   Antigonish
Job Details

About This Opportunity

Coke Canada Bottling Merchandisers work in local grocery stores helping our clients keep Coke Canada Bottling products fully stocked and available to consumers – keeping beverage sections, end caps, racks and displays filled. Merchandisers are our frontline ambassador, providing superior service to clients and consumers. 

Hours - Wednesday & Thursday, 16hrs/week (hours can go up to 32/week based on performance & availability)

Location - cover New Glasgow & Port Hawkesbury area

Pay - $18.33/Hour

Responsibilities

  • Maintain and replenish products in store racks, shelves, displays, and coolers by transporting product between backroom/storage room to front-of-store with manual or powered equipment (pallet jack, hand-truck).
  • Build, change or remove product displays while adhering to company standards; maintaining product signage; cleaning product space and securing damaged or defective product.
  • Repetitively lift, carry and position product (weight up to 50lbs or 22kgs) above shoulder height without assistance
  • Consistent kneeling, squatting and reaching above the head
  • Manage backroom by organizing stock (product); identifying, monitoring, and reporting inventory levels; evaluating and processing damaged product; re-packing product; organizing backroom materials (i.e., pallets, product shells etc.); completing any required paperwork
  • Follow all Coke Canada Bottling and Store policies regarding backroom, display floor, replenishment, equipment, and safety
  • Maintain an orderly and clean work area in compliance with Company safety and sanitation requirements.    
  • Maintain professional relationships with co-workers and customers.
  • Ability to push and pull manual and powered equipment (i.e. pallet jack, hand-truck etc.) containing product loads for a minimum of 100 yards without assistance
  • Ability to repetitively grasp and manipulate objects of varying size and weight requiring fine motor skills and hand-eye coordination
  • Ability to stand and walk for long periods of time

Qualifications

  • Must have access to a personal vehicle for use during working hours
  • A valid driver’s license with a clean driving record with no major violations over the last three (3) years
  • One (1) year experience working in grocery, retail, warehousing or related field preferred
  • Experience working with manual or powered pallet jacks preferred

 

Shift/Hours –  Wednesday & Thursday, 16hrs/week - hours can go up to 32/week based on performance & availabilit

Merchandiser

Coca-Cola Canada Bottling Limited
Antigonish - 363.63km
  Sales & Retail Full-time
  18.33
About This Opportunity Coke Canada Bottling Merchandisers work in local grocery stores helping our clients keep Coke Canada Bottling products fully stocked and available to consume...
Learn More
Aug 21st, 2024 at 16:13

General labourer, assembly line Full-time Job

Vasil Enterprises Inc

General Category   Antigonish
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as trades certificate or diploma
Experience: Candidates don’t need experience although having experience is an asset

Candidate Status:

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

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply (along with your resume) through below mentioned details.

By email
bill@vasilmetals.com

General labourer, assembly line

Vasil Enterprises Inc
Antigonish - 363.63km
  General Category Full-time
  15  -  22
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates need standard educational qualifications such as trades certificate or diploma...
Learn More
Aug 13th, 2024 at 11:45

Wait Staff Full-time Job

Shannex

Tourism & Restaurants   Antigonish
Job Details

We are searching for a Waitstaff to join our Parkland Antigonish team based in Antigonish, NS.

Meaningful Benefits

You will be surrounded by supportive and talented team members who make our communities great places to live, work and visit. As an established and respected organization in the healthcare sector, Shannex offers opportunities for growth, development, and advancement. And at the end of every day, you will know you’ve made a measured difference in the lives of our residents. Additional benefits include:

 

  •  including an Employee and Family Assistance Program
  • Vacation accrual (begins immediately) and travel insurance
  • Free onsite parking
  • Employee discounts on select apparel, fitness, and retail partners through our Perks Program
  • Access to continuing education and training through Shannex’s Centre of Excellence
  • Opportunities to be part of sector innovation and continuous improvement initiatives
  • Recognition and Rewards for service excellence and safety

About the Opportunity

  • Consistently ensures food quality, presentation, and service delivery meet established department standards. Ensures meals are visually appealing, the correct temperature and portion size, and that service is warm, attentive and timely;
  • Prepare and provide meal service to residents and guests according to established standards, procedures and guidelines and respecting the resident’s right to individualized services and observing special diet restrictions, resident preferences and outlined departmental procedures;
  • Ensure dining room appearance meets established standards including table linens pressed and in place, tables set with appropriate place settings for meals, and wait stations tidy and containing appropriate supplies;
  • Clear tables, load and safely operate dishwasher. Complete manual ware washing as required;
  • Contribute to the team environment as a member of the Food and Beverage department, working towards departmental goals and priorities and providing ongoing feedback from residents and guests to the Food and Beverage Manager on meals and menu choices in order to be continually improving;
  • Communicates with the supervisor if there is a noted change in the nutritional status of a resident (i.e. changes in appetite);
  • Promote a safety culture by continuously working safely including but not limited to identifying and reporting hazards, following safe work practices and procedures, wearing personal protective equipment, supporting others to work safely, and completing safety education.
  • Performs all other related duties as assigned.

About You

In addition to placing high value on continuous improvement, collaboration and accountability, you bring:

 

  • You have a high-school diploma or a GED.
  • You have at least one year of experience with serving food.
  • You can provide a clear criminal record check.
  • A passion for the healthcare sector and/or ensuring seniors have access to quality accommodations, services, and care.

Wait Staff

Shannex
Antigonish - 363.63km
  Tourism & Restaurants Full-time
We are searching for a Waitstaff to join our Parkland Antigonish team based in Antigonish, NS. Meaningful Benefits You will be surrounded by supportive and talented team members wh...
Learn More
May 1st, 2024 at 15:52

Customer Service Representative Full-time Job

BMO Canada

Customer Service   Baie-Comeau
Job Details

Application Deadline:

02/21/2025

Address:

321 boulevard Lasalle

 

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • Identifies customer needs and initiates referrals to BMO colleagues.
  • Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
  • Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
  • Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes standardized tasks under supervision.
  • Performs initial problem solving within given rules/limits & escalates when required.
  • Broader work or accountabilities may be assigned as needed.

    Qualifications:

  • No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
  • High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
  • Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
  • Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
  • Projects a professional presence.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • A focus on delivering a personal experience to customers.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills - Basic (in business environment).
  • Organization skills - Basic (in business environment).
  • Collaboration & team skills - Basic (in business environment).

 

Salary:

$33,850.00 - $44,000.00

Customer Service Representative

BMO Canada
Baie-Comeau - 380.12km
  Customer Service Full-time
  33,850  -  44,000
Application Deadline: 02/21/2025 Address: 321 boulevard Lasalle   Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and gui...
Learn More
Jan 31st, 2025 at 14:40

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