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Financial Services Representative Full-time Job

CIBC

Financial Services   Westmount
Job Details

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. 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 - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.

  • Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.

  • 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 know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

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

  • You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.

  • You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

  • You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.

  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

 

 

What CIBC Offers

 

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

 

*Subject to plan and program terms and conditions

 

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • 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

Westmount-Sherbrooke&Victoria

 

Employment Type

Regular

 

Weekly Hours

37.5

 

Skills

Accountability, Banking, Building Trust, Communication, Credit, Financial Products, Investments, Lending (Inactive), Relationship Building, Teamwork

Financial Services Representative

CIBC
Westmount - 0.78km
  Financial Services Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Se...
Learn More
Sep 4th, 2024 at 16:47

Internal communications advisor Full-time Job

EspaceProprio

Marketing & Communication   Montréal
Job Details

Does this speak to you? Would you like to put your passion to good use and join the corporate communications team as an Internal Communications Advisor ?  

 

Concretely, what will your days look like ? 

  • Support the team in the development and implementation of internal communications plans and strategies . 

  • Write, edit and distribute clear and concise communications to team members. 

  • Manage internal channels (intranet, newsletter, Viva Engage) and ensure the quality and relevance of content . 

  • Support the planning and execution of internal corporate events that stimulate employee engagement ( holiday evening, recognition program, team meetings , etc.)  

  • Collaborate on the creation of various content for internal meetings. 

  • Prepare documents of all kinds (plans, presentations, key messages, etc.) . 

 

What do you need to be an Internal Communications Advisor with us ? 

  • Have a bachelor's degree in communications or any other discipline relevant to the position . 

  • Have 3 years of relevant experience in internal communications and employee engagement, ideally in a corporate environment . 

  • Have strong organizational skills. 

  • Be able to manage multiple priorities simultaneously . 

  • Be autonomous , creative and able to work in a constantly changing environment . 

  • Demonstrate strong writing skills. 

  • Have a good sense of judgment and good ability to summarize and organize. 

  • Be able to travel occasionally to the company's various sites. 

  • Demonstrate strong ability to develop and maintain positive and lasting relationships with colleagues . 

  • Have solid knowledge of the MS Office suite. 

 

Benefits that make a real difference: 

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

  • A bonus system to highlight and reward your work;  

  • A generous holiday policy; 

  • 5 days of paid mobile leave upon your arrival at your post; 

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

  • A telemedicine service;  

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

  • A day of paid leave during your move and for volunteering; 

  • Several discounts used so that you can carry out your real estate projects with complete confidence and at lower costs. 

 

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

  • A hybrid and flexible teleworking formula ; 

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

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

  • 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.

Internal communications advisor

EspaceProprio
Montréal - 3.68km
  Marketing & Communication Full-time
Does this speak to you? Would you like to put your passion to good use and join the corporate communications team as an Internal Communications Advisor ?     Concretely, what will...
Learn More
Dec 25th, 2024 at 15:13

Residential Sales Representative (Montreal) - Part time Part-time Job

EspaceProprio

Real Estate   Montréal
Job Details

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

 

DuProprio is currently looking for a part-time Residential Sales Representative in the Montreal area.

 

Does this speak to you? Do you want to join a team that has been revolutionizing the world of real estate since 1997?  

  

Concretely, what will your days look like?  

  • Represent EspaceProprio ( DuProprio) in different marketing events;  

  • Visit our clients to explain how the tools and support services available to them work ;  

  • Guide customers in choosing their DuProprio package  

  • Take interior and exterior photos of properties (including 3D virtual tours if necessary );  

  • Ensure revenue growth by achieving various business objectives; 

  • Manage emails, orders, customer files, calls, training, etc.  

  

What do you need to be a Residential Sales Representative with us?    

  • Love customer service and sales;  

  • Have an ease in handling new technologies;  

  • Have a valid driving license and a car;  

  • Reside in the Montreal region ;  

  • Be available 2 to 3 days per week, including weekends ; 

  • Possess excellent interpersonal skills; 

  • Have an attention to detail;  

  • Have experience in sales/representation;  

  • Have knowledge of real estate or a field related to housing;  

  • Be in good physical condition (walking, carrying equipment, weather conditions);  

  • Enjoy working in a team (collaboration with peers );  

  • Demonstrate autonomy;  

  • Operate effectively in changing environments. 

 

 

Benefits that make a real difference  

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

  • Paid mobile leave days upon starting your job; 

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

  • A telemedicine service ;   

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

  • A day of paid leave during your move and for volunteering;  

  • Several discounts used so that you can carry out your real estate projects with complete confidence and at lower costs.  

 

 

And we don't stop there, because we really care about you.  

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

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

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

 

 

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

Residential Sales Representative (Montreal) - Part time

EspaceProprio
Montréal - 3.68km
  Real Estate Part-time
To achieve this, we have developed a corporate culture that truly puts the employee at the heart of its priorities.       DuProprio is currently looking for a part-time Residential...
Learn More
Dec 24th, 2024 at 14:30

Bilingual Administrative Coordinator Full-time Job

Royal Bank Of Canada

Administrative Jobs   Montréal
Job Details

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

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-07-17

Application Deadline:

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

Bilingual Administrative Coordinator

Royal Bank Of Canada
Montréal - 3.68km
  Administrative Jobs Full-time
What is the opportunity? RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordin...
Learn More
Dec 24th, 2024 at 14:28

Administration Assistant Full-time Job

BMO Canada

Administrative Jobs   Montréal
Job Details

Application Deadline:

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.

 

Salary:

$32 700,00 - $48 600,00

Administration Assistant

BMO Canada
Montréal - 3.68km
  Administrative Jobs Full-time
  32,700  -  48,600
Application Deadline: 02/28/2025 Address: 1501 McGill College Avenue   ***This job posting is intented for future hiring in 2025***     Supports one or more Investment Advisors (IA...
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Dec 18th, 2024 at 15:25

Healthcare & Professional Specialist Full-time Job

Scotiabank

Medical & Healthcare   Montréal
Job Details

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.

Healthcare & Professional Specialist

Scotiabank
Montréal - 3.68km
  Medical & Healthcare Full-time
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 a...
Learn More
Dec 12th, 2024 at 14:29

International Office - Brokerage Liaison 08:00 - 12:00 Part-time Job

UPS

Administrative Jobs   Montréal
Job Details

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**

International Office - Brokerage Liaison 08:00 - 12:00

UPS
Montréal - 3.68km
  Administrative Jobs Part-time
  17.30
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 Responsi...
Learn More
Dec 5th, 2024 at 14:23

Graphiste / Graphic Designer Full-time Job

CBRE

IT & Telecoms   Montréal
Job Details

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;

Graphiste / Graphic Designer

CBRE
Montréal - 3.68km
  IT & Telecoms Full-time
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 ma...
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Nov 29th, 2024 at 10:24

Customer Experience Associate Full-time Job

Scotiabank

Customer Service   Montréal
Job Details

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

Customer Experience Associate

Scotiabank
Montréal - 3.68km
  Customer Service Full-time
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...
Learn More
Nov 27th, 2024 at 13:57

Electrician Full-time Job

BGIS

Maintenance & Repair   Montréal
Job Details

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

KNOWLEDGE & SKILLS

  • More than 4 years of facility operations and maintenance work experience
  • High school diploma plus trades training and certification or licensing
  • Advanced ability to adhere and to properly execute processes and practices relating to facility operations and maintenance
  • Advanced ability to maintain and repair mechanical and electrical building systems and equipment
  • Advanced troubleshooting and resolution skills in order to determine and resolve building mechanical and electrical equipment and system issues
  • Current knowledge of fire, life, safety and building codes and standards and ability to research and apply related codes and standards
  • Possesses a strong environmental, health and safety mindset.  Ability to perform work in a safe manner
  • Strong client-service orientation along with a high sense of urgency
  • Effective communication skills for the purpose of data relay, exchange, feedback, and clarification

Licenses and/or Professional Accreditation

  • Trade certification or license in one or more of the following - required:
    • Journeyman level Electrician license (Must be a member of the CCQ)
  • Demonstrates an interest in completing, working towards or completed one or more of the following - preferred:
    • Facilities Technician Certification
    • Systems Maintenance Technician through Building Owners and Managers Institute (BOMI)
    • Systems Maintenance Administrator through Building Owners and Managers Institute (BOMI)
  • In addition:
    • Valid drivers’ license

Electrician

BGIS
Montréal - 3.68km
  Maintenance & Repair Full-time
The electrician is responsible for performing preventative and corrective maintenance, routine and on-demand services on facility mechanical and electrical equipment and systems fo...
Learn More
Nov 26th, 2024 at 17:19

Workplace Experience Supervisor Full-time Job

CBRE

Human Resources   Montréal
Job Details
As a Workplace Experience Supervisor at CBRE, you will be responsible for supervising staff assigned to deliver related services.
 
This position is part of the Workplace Experience sector, responsible for delivering world-class customer service to clients and visitors of a specific building.
 
Responsibilities:
  • Coordinate and manage the daily activities of the team. Establish work schedules, assign tasks and provide mutual training to staff.
  • Maintain records of costs related to workplace team activities. Review invoices as needed.
  • Be responsible for financial activities which include, but are not limited to, financial forecasting, accounts payable and receivable, budgetary control.
  • Oversee asset management, end of life cycle of small to medium sized projects.
  • Respond to customer inquiries and complaints about Workplace Experience services.
  • Approve client documents. Ensure documents comply with brand guidelines. Maintain the integrity of databases and other digital tools associated with service delivery.
  • Establish and maintain partnerships with vendors to reduce costs. Participate in negotiations for contracted services. Confirm that all vendors have proof of insurance and up-to-date contract documentation.
  • Deliver a world-class onboarding experience for new employees. Implement new techniques to enable the team to achieve its goals.
  • Ensure that safety standards are always respected by staff, customers and suppliers. Contribute to the development of the department's business continuity plan.
  • Solve complex problems and identify appropriate approaches to existing solutions to achieve team objectives.
  • Assume responsibility for occasional emergency care activities
  • Possibly establish new techniques to ensure the team is able to achieve its objectives.
  • Directly influence team goals as well as the goals of related teams.
  • Ensure that personal and team results have a positive impact on client objectives.
  • Lead by example and act in accordance with CBRE’s RISE values. Advise the team by applying basic knowledge of practices and procedures. Work to achieve consensus.
 
About the Role:
 
 
As a CBRE Workplace Experience Supervisor, you will be responsible for supervising employees that oversee the delivery of workplace experience services.
 
This job is part of the Workplace Experience function. They are responsible for providing world-class customer service to the clients and visitors of a designated building.
 
What You’ll Do:
  • Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff.
  • Maintain records of costs incurred by workplace team activities. Review invoices as needed.
  • Responsible for financial activities that includes but not limited to finance forecast account receivable payable budget control.
  • Oversee asset management, end of life cycle of small to medium sized projects.
  • Respond to customer requests and complaints about the experience services department.
  • Approve client materials. Ensure materials align with brand guidelines. Maintain the integrity of databases and other digital tools associated with service delivery.
  • Develop and maintain vendor partnerships with the intention of cost-saving efforts. Assist with negotiations for contract services. Confirm that all vendors have current proof of insurance and contractual documentation.
  • Deliver a world-class orientation experience to new employees. Establish new techniques to ensure the team can meet its objectives.
  • Always enforce safety standards with employees, clients, and vendors. Assist in the completion of the Service Business Continuity plan.
  • Resolve complex problems and identify appropriate approaches to existing solutions to accomplish team objectives.
  • Responsible for occasional emergency on call activities
  • May establish new techniques to ensure the team is able to meet its objectives.
  • Has a direct impact on the team objectives as well as the objectives of related teams.
  • Ensure personal and team outcomes have a positive impact on customer objectives.
  • Lead by example and model behaviors that are consistent with CBRE RISE values. Guide team through the application of basic knowledge of practices and procedures. Work to build consensus.
 
 
 
 
 
 
 
 
 
 
Our requirements:
  • Applicants must be currently authorized to work in Canada without requiring visa sponsorship now or in the future.
  • High school diploma or high school equivalency with at least 5 years of professional experience.
  • Experience in a team leader or supervisory position (desirable).
  • Thorough understanding of a range of processes, procedures, systems and concepts within own function and basic knowledge of related functions.
  • Ability to explain complex concepts or sensitive information.
  • Complete proficiency in Microsoft Office products. For example, Word, Excel, Outlook, etc.
  • Excellent organizational skills and a spirit of curiosity.
What You’ll Need:
  • Applicants must be currently authorized to work in Canada without the need for visa sponsorship now or in the future
  • High School Diploma or GED with 5+ years of job-related experience. Prior shift leader or supervisory experience preferred.
  • In-depth understanding of a range of processes, procedures, systems, and concepts within own job function and basic knowledge of related job functions required.
  • Requires the ability to explain complex concepts or sensitive information.
  • Expert knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
  • Excellent organizational skills with a master-level inquisitive mindset.

Workplace Experience Supervisor

CBRE
Montréal - 3.68km
  Human Resources Full-time
As a Workplace Experience Supervisor at CBRE, you will be responsible for supervising staff assigned to deliver related services.   This position is part of the Workplace Experienc...
Learn More
Nov 22nd, 2024 at 09:48

Administrative receptionist Full-time Job

CWB Financial Group

Administrative Jobs   Montréal
Job Details

The opportunity

The Administrative Assistant provides professional bilingual administrative & reception support to our Montreal Wealth Management team. This key role contributes to a positive and supportive team environment while providing excellent service to our financial professionals and clients. A high level of confidentiality and proactivity is expected.

 

The day-to-day

  • Administrative support. Filling , photocopying, maintain archive records (MS Excel and scanning document.

  • Internal Committees. Participate in various committees and play an important role in supporting overall team engagement.

  • Customer support. Maintain Financial Planning and Tax filing systems: create and file new client files, remove and process inactive ones, ensure accessibility. Enter client file records (CFRs) in accounting software.

  • Financials. Coordinate billing for finance team. Gather payable for accounting team.

  • Scheduling. Schedule client meetings for the advisors as well as internal team meetings as required.

  • Office organization. Maintain office supplies inventory, marketing materials – prepare and assist in projects as required.

  • Correspondence.  Assist in the distribution of reports, newsletters, mass mailings, and all outgoing mail (including registered mail), couriers and incoming mail.

  • Reception. Perform all reception duties including answering phones and greeting clients.

 

The successful incumbent

Bilingual Professional Administrator. Relationship builder. Trusted. Respected. Agile.

  • Bilingual professional administrator. You are a proven administrator, bilingual in French & English (verbal & written) with 3 years experience. You are hardworking and confident in your abilities. You bring and portray a positive attitude at all times & a trusted go-to.

  • Relationship builder. Demonstrated ability to build and maintain relationships with management, staff, and clients to enhance professionalism and productivity.

  • Trusted. Demonstrate respect, maintains confidentiality, and honors commitments.

  • Respected. You will utilize strong interpersonal skills to engage people sensitively, tactfully, diplomatically, and professionally.

  • Agile. Highly flexible with strong interpersonal and communication skills, both written and verbal, that allow one to work effectively in a diverse environment.

  • Clear communicator. Clearly conveys information in French & English, engaging the audience to ensure the message is delivered and understood, creating a positive first impression with confidence and respect.

  • Reliable. As a highly regarded professional, your day will include multiple competing tasks. You will prioritize work and manage high volumes of information efficiently and accurately.

  • Technically efficient. You are proficient with Microsoft Office Suite of products and are adept at learning new software as needed.

 

Why work with us?

Values-driven, people-first benefits

Wellness matters. We offer an award-winning benefits package that includes a health coverage tailored to best meet the needs of our diverse & multigenerational workforce including a flexible wellness program & generous time-away options to unplug, rest & recover.

 

Pride in our people. We believe people are our best asset. Bring your whole self to work in an inclusive space where your perspective matters. Find a community within the CWB family in our Employee Represented Groups (ERGs) and develop your professional goals through our organization-wide coaching services.

 

Giving as we grow. We support our people and the communities they live in. Peer-to-peer recognition programs for day-to-day wins and milestones encourage a healthy spirit of professional growth. Other financial rewards include competitive base salary and pay-for-performance incentives, RRSP matching, and company ownership.

 

We also create opportunities for you to get involved in community fundraising initiatives, so you can give back to others. And under our ESG and sustainability-focused business model, you can feel proud of where you invest your talents.

 

Get ready to live your best life with a career at CWB Wealth. Apply today.

 

#LI-SA1

IND-SA

 

Closing Date:

* Position closed at 12:01am on the close date identified below.

12/3/2024

Administrative receptionist

CWB Financial Group
Montréal - 3.68km
  Administrative Jobs Full-time
The opportunity The Administrative Assistant provides professional bilingual administrative & reception support to our Montreal Wealth Management team. This key role contribute...
Learn More
Nov 19th, 2024 at 13:38

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