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Observes and reports activities and incidents at an assigned client site, providing for the security and safety of client property and personnel. Makes periodic patrols to check for irregularities and to inspect protection devices and fire control equipment. Preserves order and may act to enforce regulations and directives for the site pertaining to personnel, visitors, and premises. Controls access to client site or facility through the admittance process Patrols assigned site on foot or in vehicle; checks for unsafe conditions, hazards, unlocked doors, security violations, blocked entrances and exits, mechanical problems, and unauthorized persons. Protects evidence or scene of incident in the event of accidents, emergencies, or security investigations. Responds to incidents of fire, medical emergency, bomb threat, flooding, water discharge, elevator emergency, hazardous materials, inclement weather, and other incidents. Prepares logs and reports as required. Specific duties or tasks may vary and be documented separately. The employee might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity. 

To achieve this, we have developed a corporate culture that truly puts the employee at the heart of its priorities.    

EspaceProprio is an independent subsidiary of the Desjardins Group, which works exclusively in the field of housing and ensures the integration, coordination and support of the various companies acquired by Desjardins, such as DuProprio, RénoAssistance and Confia.

#LBDP
#LI-Onsite

What is the opportunity?

RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner – High Net Worth Planning Services Specialists to enable them to focus on providing superior client service.

What will you do?

• Oversee the efficiency of day-to-day operations

• Fulfill administrative duties: Printing, packaging ,and mailing of client reports

• Manage specialist calendars and meeting materials

• Complete monthly expense reports

• Maintain and order equipment and supplies

• Manage files and records, and complete travel arrangements

• Assist with preparations for business seminars and special events  

What do you need to succeed?

Must have:

• A minimum of two years of experience in a similar position in the financial industry

• Strong working knowledge of Microsoft Office

• Effective written, verbal and electronic communication skills

• Self-motivated and able to work with minimal supervision

• Ability to work effectively with others and be perceived as a team player

• Ability to work under pressure to meet deadlines

• Good attention to detail and Strong time management skills

• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.

Nice to have:

• IFIC

• CSC

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 world-class training program in financial services

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

• Opportunities to take on progressively greater accountabilities

• Ability to make a difference and lasting impact  

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 PLACE VILLE MARIE:MONTRÉAL

MONTRÉAL

Canada

37.5

Full time

Regular

Salaried

2024-07-17

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

02/28/2025

Address:

1501 McGill College Avenue

***This job posting is intented for future hiring in 2025***

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.

As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.

• 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.
• Assists the advisory team in preparing for client meetings, including scheduling appointments.
• 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.
• Ensures transactions and tasks are appropriately assigned to team members and completed.
• 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.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Bilingualism French and English.
• Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
• Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
• Familiarity with technology applications and software used in the financial planning and investment industry.
• Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
• Successful completion of 30-day BMO NB Investment Representative Licensing Program.
• Basic 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 Montreal is $ 40,000.00 and this role may be eligible to receive a monthly discretionary bonus.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

$32 700,00 - $48 600,00

The Healthcare and Professional Specialist is part of a national team responsible for leveraging their expertise for the profitable growth of new high value customers, healthcare and professional customers. He/she acquires new healthcare and professional customer relationships through involvement in industry events and relationships with local Professionals, COI’s serving the segment, Scotiabank Partners and Professional Associations with a footprint in the local market, while retaining and expanding existing ones, as well as from Retail and other internal partners. He/she is responsible for meeting assigned targets, which include asset, deposit and revenue growth and business development activities, retention and referral goals as well as other objectives related to customer service, operational effectiveness and personal development.

What you will be doing...

• Manage and grow a business banking portfolio of existing and new high value healthcare and professional customers, Centers of Influence and professional associations with the purpose of achieving significant growth, retention and other targets while meeting the Bank's Service Standards by:
  • Developing and maintaining knowledge of assigned healthcare and professional customers including the nature and progress of their business, their financial position, and the terms and conditions of financial services used
  • Providing specialized healthcare and professional customers expertise and business/finance advice which increases the business owner's ability to succeed in their business
  • Developing and maintaining business relationships with Centres of Influence (COI) including influential customers, internal and external referral sources
  • Responding to requests for service, instructing and guiding customers in service use and confirming their satisfaction with the service
  • Taking steps to recover customer relationships, when required

• Acquire new healthcare and professional business owner relationships and expand existing ones to achieve, or assist partners in achieving, sales and other goals by:
  • Planning and completing relationship building activities which create sales opportunities and/or provide value to customers, developing and maintaining an awareness of events, trends and practices in the healthcare and professionals markets
  • Identifying prospects using multiple channels including asking for referrals from existing customers, collaboration with Scotiabank partners and COIs, developing a network of community business contacts and participating in marketing/educational seminars
  • Discovering business and personal banking needs/preferences on both sides of the customer's balance sheet
  • Proactively collaborating with Branch Managers and Wealth Management Consultants to ensure a Total Solutions approach (business and personal lending, payments and investments), is provided to each new and existing healthcare and professional customer
  • Assisting and advising Scotiabank partners (Branch Managers, SBAs and FAs) in marketing, structuring and closing certain healthcare and professional deals with existing Branch customers
  • Responding to requests for business banking solutions by collecting relevant information, processing the requests, and conducting due diligence as applicable
  • Negotiating compensation for financial products and services, as applicable and in accordance with Bank policy
  • Informing the customer of what to expect and when the service is set up for their use, providing necessary set up instructions where appropriate, and ensuring the set up occurs according to plan

• Manage an assigned credit portfolio at an acceptable level of risk by:
  • Working closely with the SPP Solutions Managers/ACE when processing deals
  • Leveraging experience & consulting with Regional SPP Specialists, as required
  • Completing credit reviews in a timely and sufficiently detailed fashion
  • Authorizing, renewing or declining customer requests within standard Bank policies and authorized limits, forwarding others as per established processes
  • Preparing and/or ensuring all documentation is properly completed
  • Ensuring accounts adhere to the conditions of authorization
  • Identifying and resolving deviations from the conditions of authorization
  • Identifying deteriorating and/or unsatisfactory trends affecting the loan portfolio, seizing opportunities to reduce risk and loss

• Contribute to Specialty Business Banking’s overall financial and non-financial objectives by:
  • Developing an understanding of the branch financial and non-financial goals and how to contribute to them
  • Negotiating aggressive yet achievable financial and non-financial goals
  • Participating in team meetings, skill-building sessions and one-on-one coaching sessions
  • Adhering strictly to Bank and Branch security procedures and assigned authorities and responsibilities, and reporting any unusual occurrences or fraudulent activity to your supervisor as soon as you become aware of it.
  • Adhering to and ensuring compliance with regulatory activities and guidelines including Privacy, Anti- Money Laundering/Anti-Terrorist Financing, FCAD, Know Your Customer, CDIC, Occupational Health & Safety

• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.

• Champions a high performance environment and contributes to an inclusive work environment.

What you need to succeed...
 

• At least 2 years of experience in corporate banking and relationship management.
• Basic university/college courses in accounting, finance, business law, and economics, or equivalent work experience
• Expert knowledge of the features and benefits of Small Business products and services, selling approach, selling tools and calculators
• Expert knowledge of the specialist’s marketplace, proven expertise in the healthcare and professional segment within that marketplace
• Expert knowledge of the applicable software and technology platforms for Small Business including the supporting systems such as the ACE and GRM, Sales Builder, Intralink etc.
• Thorough knowledge of applicable risk management policies and processes
• Thorough knowledge of legal and security documentation for small business products
• Thorough and proven knowledge of interviewing, solicitation, marketing and business development techniques
• Thorough knowledge of applicable branch procedures, processes and workflows
• Thorough knowledge of small business legal structures, life cycles and owner characteristics
• Thorough knowledge of business financial statements, especially the healthcare and professional segments
• Working knowledge of the features and benefits of retail products and services
• Working knowledge of other business line/partner offerings (ie. Wealth Management, Commercial Banking, MD Financial, Enterprise Solutions)
• Working knowledge of competitor offerings and alternate sources of financing
• Working knowledge of economic conditions and political events affecting businesses, especially in the professional/ healthcare segment
• The ability to build and maintain key relationships is essential, along with the ability to influence and persuade others. The incumbent must possess tactical planning, implementation and organization skills. A high degree of flexibility is required to adapt to a wide variety of tasks and functions.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English-speaking clientele.

The International Office Brokerage Liaison must have very good multi tasking and decision making skills, in a fast paced and critical import office environment.

Duties and Responsibilities

• Review Broker Age and Warehouse Reports and compile a list of aging shipments. Follow up with brokers, importers and shippers to expedite customs clearance on these aging shipments. 
• Respond to broker requests via email and phone.  
• Familiarize with customs e-manifest portal in order to check status and link shipments.
• Monitor various reports and take appropriate action when required.

Required Knowledge, Skills and Abilities

• Bilingual
• MS Office (Word and Excel)
• Key Entry skills
• Able to make accurate and timely decisions in a very fast paced environment
• Work in a responsible manner

Preferred Knowledge, Skills and Abilities

• Work Hours Flexibility
• ISPSYS/OPSYS

Note: Testing will be conducted.

Job type: part-time

Work location : 221 32E Avenue, Montréal, QC H8T 3H2

Working schedule: Monday – Friday

Shift start:  8am – 12pm flexibility

Pay rate: $17.30

**Applicant must be able to work up to 25 hours per week**

The opportunity

CBRE Montreal is actively seeking a proactive and dynamic professional to create best in class promotional material and assist in the execution of a variety of marketing tasks. The qualified candidate must have advanced graphic design experience and be comfortable with layouts; he or she must demonstrate a positive attitude with excellent team spirit. This is a full-time permanent position requiring an in-office presence based out of our Ville Saint-Laurent branch.

Main responsibilities

·       Produce high quality marketing materials including

o   pitch presentations

o   property and portfolio flyers and brochures

o   online newsletters

o   social media campaigns;

·       Bring creativity and innovation to existing marketing materials and practices and propose new avenues;

·       Other tasks may be added.

What we require

·       2-4 years of experience in a related field, or a combination of work and educational experience;

·       Proficiency in Adobe Creative Suite (InDesign, Photoshop, Illustrator), After Effects and Premiere Pro - an asset;

·       Excellent layout skills, innovative spirit and attention to detail;

·       Bilingual English/French, spoken and written;

·       Experience with social media marketing, web marketing and corporate design an asset;

·       Strong communication, organizational and analytical skills;

·       Efficiency, speed and reliability in a team environment;

·       Ability to work to tight deadlines with minimal supervision and to reprioritize to meet new projects/demands;

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
• Processing day to day transactions
• Nurturing rich, long-standing relationships
• Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
• Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

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

• Build strong customer relationships and deliver excellent customer service
• Uncover and solve customers’ needs
• Explain complicated concepts simply
• Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
• Demonstrate an eagerness to learn and determination to succeed

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

• Have proven customer service skills through work or community involvement
• Are willing to assist in a professional, friendly and efficient manner
• Are available to work a flexible schedule
• Are comfortable in simple sales situations
• Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

• The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
• A rewarding career path with diverse opportunities for professional development
• Internal training to support your career growth and enhance your skills
• An organization committed to making a difference in our communities – for you and our customers
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• A competitive compensation and benefits package

The electrician is responsible for performing preventative and corrective maintenance, routine and on-demand services on facility mechanical and electrical equipment and systems for the assigned facility. The electrician is also responsible for performing work in accordance with established processes and practices and for complying with internal and external requirements including but not limited to environmental, health and safety, fire protection.

At this position level:

• Performs preventative and corrective maintenance on facility mechanical and electrical equipment and systems
• Trades certification or license in one or more of the following - required:
  • Journeyman level Electrician license (must be a member of the CCQ)

KEY DUTIES & RESPONSIBILITIES

Subject to legislative licensing requirements and company policy:

• Performs work in accordance to established processes and practices
• Complies with all internal and external requirements including but not limited to environmental, health and safety, fire protection
• Performs regular facility, facility mechanical and electrical equipment and systems monitoring and inspection, preventative and corrective maintenance to ensure facility uptime objectives are met, uninterrupted client operation and asset integrity of assigned facility are maintained
• Provides observations about facility, facility mechanical and electrical equipment and systems conditions and deficiencies and provides recommendations for enhancement and repair
• Monitors assigned facility by conducting facility walkthroughs, mechanical and electrical equipment and system monitoring and inspection
• Maintains, troubleshoots and repairs mechanical and electrical building systems and equipment
• Responds to routine and on-demand service requests and performs preventative and corrective maintenance on  facility mechanical and electrical equipment and systems
• Records resolution data within service maintenance management database.  Ensures work completed meets quality, contract response and all other requirements
• Receives, tracks, monitors and reports status of maintenance and repair work within service maintenance management database.  Initiates documents to obtain formal approval of work required
• Assists in the implementation of preventative maintenance (PM) program.  Ensures that deficiencies are identified, recorded and escalated, and that related documentations are maintained
• Participates in facility-related projects
• Ensures the manner in which work is performed is in compliance with corporate and legislated policies, procedures, practices and guidelines related to environmental, health and safety, fire protection and any other applicable requirements
• Maintains all assigned tools and arranges for repair and replacement where required
• Submits all expenditures on a timely basis
• Assists in enhancing tenant and customer satisfaction and maintaining positive relations through manner in which work is performed and services delivered
• Other duties as assigned

Work Requirements

• Must be able and willing to work shifts, be available for on-call/standby and emergency call-outs as they arise
• Must be willing to wear personal protective equipment