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

ScotiaMcLeod, a pillar of Scotia Wealth Management®, has earned its reputation for integrity through excellent service and sound investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protect and grow their clients' assets. 

By joining ScotiaMcLeod, you will embrace the unique Thinking with Meaning™ approach, which combines the client's perspective with our own to deliver the desired results. You will work with a team of wealth management specialists with a client-centric approach, considering all aspects of their personal, family, and professional lives. By leveraging comprehensive wealth planning and the strength of a team of specialists to help you deliver on this unique value proposition, you will help clients gain a complete view of their situation from all angles.

Primarily, the administrative associate assists the advisor with the day-to-day operations and administration of the business. They may assist more than one advisor, for several types of businesses. 
 

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

1. Ensure a high level of customer service: 

• Assist the advisor in the regular review of client portfolios to define client needs for the services of the expert team
• Review the portfolio to ensure it matches the current or updated risk profile and aligns with the applicable investment program
• Gather research materials and product information from internal and external sources
• Place client orders in accordance with client or advisor instructions
• Maintain awareness of trading rules and activities as they relate to client accounts

2. Ensure efficient administration for the client:

• Follow up with clients regarding missing documents that are required in accordance with regulatory requirements applicable to the sector 
• Maintain client records and information in appropriate systems 
• Review current transactions and all entries in the system to ensure their timeliness and accuracy
• Respond promptly to customer inquiries 
• Resolve client issues and complete client transactions quickly and accurately; escalate issues to the advisor when appropriate
• Provide instructions regarding withdrawals, deposits, exchanges and transfers in accordance with the client's or advisor's instructions
• Ensure all customer interactions are accurately recorded
• Understanding Document Requirements for All Account Types

3. Provide assistance to the advisor regarding marketing:

• Identify opportunities to raise additional assets or increase revenue from existing clients (e.g., referrals, asset consolidation, insurance, and others) 
• Write, distribute and maintain marketing materials
• Organize client events, including dinner and training sessions, seminars, and client appreciation events
• Maintain and coordinate electronic marketing activities 
• Manage the approval process for all marketing-related communications and all mass communications 

4. Support the growth of the advisor's business: 

• Review and reduce all restricted accounts 
• Manage the bank recommendation process
• Help with the production of ideas 
• Review daily commission reports and follow up on unpaid commissions
• Identify and track growth bonus payments made 
• Prepare, analyze and present to the advisor, in particular, reports and recommendations, financial plans and concepts, insurance, annual summaries of operations
• Formulate recommendations aimed at improving business processes and increasing the value of the client portfolio and regarding the use of our team of experts

5. Contribute to the efficient functioning of the branch team:

• Build effective working relationships among team members as well as with representatives from various business sectors and functions
• Provide high quality customer service 
• Foster a culture of open and honest communication
• Actively participate in all contact activities and team meetings
• Encourage the production of new ideas and new ways of doing things 
• Actively share knowledge and experience to develop the skills of all team members
• Develop and implement a relevant employee development plan 

Do you have the skills that will make you successful in this role? - We would love to work with you if you have:

• Excellent written and oral communication skills
• Excellent organizational skills
• Initiative and autonomy
• Ability to meet deadlines
• Knowledge of compliance regulations applicable to the industry and the company
• Willingness to receive instructions from the advisor(s) regarding client transactions
• Canadian Securities Course (CSC)
• Course on the Manual on Standards of Conduct (MSC)
• Training program for investment representatives
• Post-secondary education

Working conditions

• Work is done in a standard office.

 “In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”

As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through specialized relationship management, reliable investment advice and exceptional client service. As a Administrative Associate, you will work closely with a team of CIBC Wood Gundy Investment Advisors to help them manage their portfolios and build new business relationships. You will communicate directly with high net worth clients to provide support, identify opportunities and proactively enhance the client experience.
 

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
 

How you’ll succeed

• Administrative Support - Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support. Assist in the development of investment plans and written proposals for current and prospective clients. Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.

• Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience. Follow through on requests by answering questions and providing an exceptional experience.

• Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution. 

• Organizational Skills - Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files. Drive team success by improving team productivity, proactively uncovering business opportunities, and assisting in the allocation of assets to the right financial products.

Who you are

• You put clients first. You communicate to find the right solutions. You exceed expectations because it's the right thing to do.

• You are a certified professional (an asset) You are an Investment Representative (IR) and your license is in good standing and therefore you completed the Canadian Securities Course (CSC) and the Standards of Conduct Manual (CPH). It is an asset to have your Options and Derivatives (DFOL) license.

• You put your heart into your work. You care about people and respect different points of view. You listen to others and learn from their experience.

• You understand that every detail counts. You notice things that others don't. Your critical thinking skills help inform your decision-making. 

• You make sense of data. You enjoy studying complex problems and interpreting information. You are confident in your ability to communicate detailed information in a powerful way. 

• Experience in the financial services and brokerage industry and a working knowledge of various listing instruments are required.

• Values matter to you. You are your own person at work and embody our values of trust, teamwork, and accountability.

• You’re fluent in French and English to serve our clients in the community.

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 Mailbox.careers-carrieres@cibc.com

• 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.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Montreal-1 Place Ville Marie

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively

As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

• Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.

• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.

• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

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’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.

• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.

• 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 Mailbox.careers-carrieres@cibc.com

• 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.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Montreal-Complexe Guy-Favreau

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Client Issue Resolution, Client Relationship Building, Client Service, Customer Engagement, Customer Experience (CX), Digital Literacy, Financial Products, Interpersonal Communication, Standards Compliance, Teamwork, Transaction Services

RénoAssistance is currently looking for a Sales Representative.

Does this sound like you? Would you like to put your passion to use and join the residential sales team as a Sales Representative?

What will your days look like?

• Understand the motivations and the needs of the clients in order to assist them accordingly

• Use price grids to make detailed cost estimates and propose personalized, realistic solutions based on the clients’ budget;

• Select the best contractors for the project using our “MatchParfait” tool;

• Strategically follow up with clients and contractors while also coordinating appointments;

• Use CRM tools to plan and track the sales cycle of clients;

• Analyze bids to advise clients impartially on the best offer;

• Regularly develop your client base and ensure customer loyalty;

• Recruit construction contractors and demonstrate the added value of a partnership with RenoAssistance.

What do you need to be a Sales Advisor with us?

• Excellent verbal and written communication skills;

• 3 years of experience in a sales-related role;

• Advanced oral English or full bilingualism to serve a wider client base;

• Ability to quickly understand and analyze the needs of clients;

• Ability to work with multiple software and tools simultaneously (CRM, Outlook) while communicating effectively with clients;

• Strong organizational skills, good time management, and attention to detail;

• Ability to work independently and as part of a team;

• Results-oriented and motivated to exceed targets;

• Knowledge of construction, renovation, design, or decoration is an asset, but complete training will be provided during onboarding;

• Ability to work both remotely and at our offices (Montreal, Charny, and Laval): details about our hybrid work model will be shared during the recruitment process.

Benefits that really make a difference:

• A collective insurance program partially paid by the employer (including drug, dental, travel, life, disability, etc.) with a $500 health account;

• A bonus system to acknowledge and reward your work;

• A generous vacation policy;

• 5 paid personal days off as of your first day;

• Access to an employee and family assistance program (EFAP);

• Telemedicine service;

• An annual allowance of $200 for sports and cultural activities;

• A paid day off for moving and for volunteering;

• Various employee discounts to help you carry out your real estate projects with confidence and at reduced costs;

• An annual base salary plus a performance-based commission plan.

And we don’t stop there, because we really care about you:

• A hybrid and flexible telework model;

• An onboarding process to quickly familiarize you with your work environment and our services;

• A work environment that prioritizes both your professional development and personal fulfillment;

• A social club that ensures your daily life with us is pleasant and stimulating;

• Collaborative teamwork where your wildest ideas are welcomed and even encouraged.

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.

#LBRA
#LI-Hybrid

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

45 700 $/$45,700 - 61 000 $/$61,000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Within Corporate Internal Audit team at Saputo, we are currently seeking an Internal Auditor to actively participate in the planning and execution of mandates in the following key areas:

• Financial Compliance (52-109)

• Application conversions and upgrades

How You Will Make Contributions That Matter:

• Conduct Financial Compliance 52-109 audits

• Under supervision, plan and execute audits; evaluate risks, identify internal controls to mitigate risks, design audit procedures, and evaluate the design and operating effectiveness of controls

• Formulate, document, and discuss deficiencies with the control owners, develop conclusions, identify root causes, and provide recommendations for control and process improvements

• With support, draft audit report findings that document the results and findings of the engagements

• Perform follow-up reviews to verify that management action plans have been effectively implemented

• Provide periodic updates to Senior Manager, Internal Audit on the status of assigned work

• Assist in the performance of Application conversions and upgrade audits

• Provide the business advice on design of controls

• Support the monitoring of project progress

• Complete tests on conversions and project controls

• Report on results and provide recommendations for improvement

• Assist in supporting external audit reliance requirements

• As required, provide results and working papers

• Act as a first response for questions on controls

• Participate in advisory mandates providing recommendations on control design or operation to help improve efficiency and effectiveness of the control environment

• Support Senior Manager, Internal Audit with various ad-hoc and special requests from Management, and the Audit Committee related to governance, risk, and controls

As part of their duties, the incumbent will have to communicate and collaborate in English, both orally and in writing with colleagues or other stakeholders in Quebec as well as in the rest of Canada or in North America. 

You Are Best Suited for The Role If You Have the Following Qualifications:

• Bachelor's degree in Accounting or in a related field

• Professional designation, or in process of completion (CPA CA, CIA, CFE or equivalent)

• 2-4 years minimum of experience in audit; internal audit and financial compliance experience is a plus

• Provide clear, concise information to others via verbal or written communication in both English and French, Spanish is a plus

• Understands Internal Audit’s purpose and role within the organization

• Must understand generally accepted auditing standards, common audit procedures and techniques and risk management frameworks; general knowledge of other relevant business domain/ industry standards a plus

• General knowledge of the purposes and concepts of accounting standards: IFRS, COSO, NI 52-109 Certification

• Advanced knowledge of Microsoft Word, Excel, and PowerPoint, basic experience in data analytics techniques and tools such as Power BI is a plus

• Knowledge of the basic concepts of an ERP system; knowledge of SAP applications is a plus

• Acts as an ethical, proactive, and objective professional

• Use a collaborative and inclusive approach with individuals and teams, engaging others with warmth, sincerity, and transparency

• Accepts personal responsibility for delivering results, able to manage and prioritize workload in a constantly changing environment, ensuring quality of work while meeting deadlines

• Mobility as function requires travel 5%-10%; Canada and the United States

We support and care for our employees and their families by providing:

• Competitive salaries 

• A hybrid work environment with the possibility to work from home 2 days a week  

• Advantageous corporate agreements 

• Full range of group insurance benefits 

• Group retirement pension plan with employer contribution 

• Purchase option of company stocks 

• Group RRSP 

• Health and wellness program in the workplace 

• Assistance program for employees and their families 

• Saputo products at a discounted price 

Salary Range: $66,960 - $87,890 (+ business allowance)

*Salary offers will vary commensurate with experience, education, skills, and training. 

We support employment equity. Saputo strives to embed diversity and inclusion in its operations and invites candidates from all horizons to join its family.

Under the supervision of the Vice President, Legal Affairs, Dairy Division (United States), you will provide administrative support to a team of lawyers. Your attention to detail and organizational skills will be essential in the production of various agreements and documents.

How You Will Make Contributions That Matter: 

• Providing administrative support to the legal team
• Tracking invoices and managing entries in the Ariba accounting system
• Maintaining the department's budget
• Assisting in the preparation of various legal documents
• Editing documents (handwritten or dictated)
• Using technological tools for the preparation and signature of contracts (DocuSign and others)
• Managing calendars, correspondence, and necessary follow-ups
• Opening and closing files
• Keeping internal records and databases up to date
• Planning and booking travel, as needed
• Preparing expense reports
• Performing any other related tasks

You Are Best Suited for The Role If You Have the Following Qualifications:

• A minimum of 3 to 5 years of experience in a similar position
• Excellent proficiency in Excel and MS Office Suite (Word, PowerPoint, Outlook, SharePoint) and Adobe Acrobat
• Strong interest in using technology
• Ability to anticipate needs, take initiative and work independently
• Tact, excellent judgment, great attention to detail, accuracy, discretion, and autonomy
• Customer service orientation and strong collaboration skills
• Ability to work under pressure
• Professionalism and sense of priorities
• Good organizational skills, and professional curiosity
• Spoken and written bilingualism (French and English) is essential. The candidate will need to communicate and collaborate with colleagues and other stakeholders by email and phone, in Quebec, the rest of Canada, and/or North America
• Knowledge of the Ariba accounting system is a definite asset

As part of their duties, the incumbent will have to communicate and collaborate in English, both orally and in writing with colleagues or other stakeholders in Quebec as well as in the rest of Canada or in North America.

We support and care for our employees and their families by providing:

• Competitive salaries
• A hybrid work environment with the possibility to work from home 2 days a week
• Advantageous corporate agreements
• Full range of group insurance benefits
• Group retirement pension plan with employer contribution
• Purchase option of company stocks
• Group RRSP
• Health and wellness program in the workplace
• Assistance program for employees and their families
• Saputo products at a discounted price

Salary Range : $47,320 - $62,110

*Salary offers will vary commensurate with experience, education, skills, and training.

We support employment equity. Saputo strives to embed diversity and inclusion in its operations and invites candidates from all horizons to join its family.

As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

• Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.

• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.

• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

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’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.

• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.

• 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 Mailbox.careers-carrieres@cibc.com

• 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.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Mont-1155 Rene Levesque O

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Issue Resolution, Client Service, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

47,200 $ /$47,200 - 66,600 $/$66,600 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

The Assistant Branch Coordinator is responsible for supporting the branch management team in achieving excellent results through efficient operations and administration. They may also be required to provide support to the Branch Systems Administrator.

Is this position right for you? For this position, you will need to

1. Participate in support staff management activities:

• Resolve issues that have been brought to his attention
• Regularly recognize the quality of employees' work
• Act as a resource person who can provide information, names and instructions regarding questions and escalation of issues

2. Assist the branch management team:

• Complete all administrative tasks, including filing, storing and distributing reports
• Process all charges and follow up on outstanding issues
• Build spreadsheets and maintain databases as needed
• Carry out new broadcasts or assist management in doing so
• Compile documents relating to compliance issues
• Coordinate and monitor daily and monthly supervision requests as directed by the Branch Manager
• Maintain compliance-related spreadsheets (insiders and clients holding controlling interests, among others)
• Complete and submit the monthly error report
• Maintain the research report distribution system
• Assist in the execution and implementation of processes to ensure compliance with company policies and industry regulations
• Administer customer accounts in branch (house accounts)
• Coordinate the maintenance of facilities
• Schedule branch meetings, which may include external speakers
• Assist with interviews with support staff
• Ensure the quality and efficiency of branch activities
• Welcome new experienced advisors and their team, acting as a resource person and liaison officer
• Work to resolve system issues that have been escalated to the branch systems administrator

3. Contribute to the efficient functioning of the branch team:

• Build effective working relationships among team members as well as with representatives from various business sectors and functions
• Provide high quality customer service
• Foster a culture of open and honest communication
• Actively participate in all contact activities and team meetings
• Encourage the production of new ideas and new ways of doing things
• Actively share knowledge and experience to develop the skills of all team members
• Develop and implement a relevant employee development plan

Do you have the skills to succeed in this position? We would be happy to work with you if you meet the following requirements: 

• Excellent written and oral communication skills
• Excellent organizational skills
• Initiative and autonomy
• Ability to meet deadlines
• Ability to multitask
• Knowledge of Microsoft software: Word, Excel and PowerPoint
• Experience in the sector
• Post-secondary education
• Investment Representative (IR) license is an asset or obtaining the license within 15 months of hire, which includes:
  • Canadian Securities Course (CSC),
  • Course on the Manual on Standards of Conduct (MSC)
  • Training courses for investment representatives
  • ScotiaMcLeod 30-Day In-House Training Program

What do you have to gain from it?

• A dynamic and flexible working environment.
• The ability to build long-term relationships with clients by providing exceptional advice and service.
• The ability to deliver an excellent customer experience.
• A corporate culture that emphasizes diversity, respect and inclusion.

“In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”

Location(s): Canada : Quebec : Montreal