All jobs within 400 km around Kelowna

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.  
  
IS THIS ROLE RIGHT FOR YOU
In the role you will:

• Be responsible for onboarding new client relationships through digital account opening and documentation administration 
• Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Respond to client inquiries and issues in a timely manner and escalating , as required

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

• Experience in the securities industry
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

WHAT’S IN IT FOR YOU

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills.

#LI-HA1 #LI-Onsite

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. 
  
IS THIS ROLE RIGHT FOR YOU

In the role you will:
 

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
• Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts  
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

 
DO YOU HAVE THE SKILLS
 
We would love to work with you if you have:
 

• Experience in the securities industry
• Already duly registered as an Investment Representative (IR) with CIRO
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

 
WHAT’S IN IT FOR YOU
 

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills.

** Must have your CSC and CPH courses completed.

Requirements:

Languages: Candidates must have knowledge of the English Language.

Education: Candidates don’t need standard educational qualifications such as a high school, bachelor’s degree, certificate, or a diploma
Experience: Candidates don’t need experience although having experience is an asset
Work Setting: Hotel, motel, resort

Physical Requirements:

• The candidate should be able to work in a fast-paced environment
• The candidate should be able to work under pressure
• The candidate should be able to do repetitive tasks
• The candidate should be able to handle heavy loads
• The candidate should be able to do physically demanding
• The candidate should be able to do attention to detail
• The candidate should be able to do a combination of sitting, standing, and walking
• The candidate should be able to stand for extended periods
• The candidate should be able to do bending, crouching, and kneeling

Other Requirements:

• The candidate should be dependable
• The candidate should have effective interpersonal skills
• The candidate should have excellent oral communication
• The candidate should have excellent written communication
• The candidate should be flexible
• The candidate should be initiative
• The candidate should be reliable
• The candidate should be a team player
• The candidate should have values and ethics

Responsibilities:

• The candidate should be able to sweep, mop, wash, and polish floors
• The candidate should be able to dust furniture
• The candidate should be able to do vacuum carpeting, area rugs, draperies, and upholstered furniture
• The candidate should be able to make beds and change sheets
• The candidate should be able to distribute clean towels and toiletries
• The candidate should be able to stock linen closet
• The candidate should be able to clean, disinfect, and polish kitchen and bathroom fixtures and appliances
• The candidate should be able to disinfect operating rooms and other areas
• The candidate should be able to clean and disinfect elevators
• The candidate should be able to handle and report lost and found items
• The candidate should be able to attend to guests’ requests for extra supplies or other items
• The candidate should be able to provide basic information on facilities
• The candidate should be able to pick up debris and empty trash containers
• The candidate should be able to wash windows, walls, and ceilings
• The candidate should be able to clean changing rooms and showers
• The candidate should be able to address customers’ complaints or concerns

Benefits:

The employees get a health care plan

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 by sending an email (along with your resume) through below mentioned details.

By Email:
humanresources@prestigehotels.ca

Requirements:

Languages: Candidates must have knowledge of the English Language.

Education: There are no standard education requirements such as a bachelor’s degree, a certificate, or a diploma.
Experience: Candidates don’t need experience although having experience is an asset, also training will be provided to the candidates.

Responsibilities:

• The candidate should be able to sweep, mop, wash and polish floors, dust furniture, vacuum carpeting, area rugs, draperies and upholstered furniture.
• The candidate should be able to make beds, change sheets, distribute clean towels and toiletries and also clean changing rooms and showers.
• The candidate should be able to disinfect operating rooms and other areas and also pick up debris and empty trash containers
• The candidate should be able to address customers’ complaints or concerns and handle,  report lost and found items
• The candidate should be able to attend to guests’ requests for extra supplies or other items

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:
gjworkinbc@gmail.com

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have experience of 1 to less than 7 months

Physical Requirements:

• The candidates should be able to work with attention to detail
• The candidates should be able to handle Hand-eye co-ordination

Other Requirements:

• The candidate should be client focus
• The candidates should have efficient interpersonal skills, and be able to work as a team player

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 are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

• The candidates should be able to clean, trim and polish nails
• The candidates should be able to provide gel and acrylic nail extensions
• The candidates should have nail art technics
• The candidates should be able to do manicures, pedicures

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 below mentioned details.

By email
evans@serf.me

In person
1151 10th Avenue West suite 250
Salmon Arm, BC
V1E 1T3
Between 09:00 AM and 05:00 AM

Overview

Overview

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their individual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must-have

• Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
• Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Availability to work all open business hours

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service 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.

• A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• World-class sales training, coaching, and development opportunities
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
• Opportunity to achieve great success and grow your career with RBC

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

EVP3P2

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

2090 QUILCHENA AVE:MERRITT

MERRITT

Canada

37.5

Full time

Personal and Commercial Banking

Regular

Salaried

2024-02-12

2024-04-30

Overview

Overview