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As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. 

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.  
  

IS THIS ROLE RIGHT FOR YOU
In the role you will:

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

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

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

WHATS IN IT FOR YOU

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

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. 

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.  
  

IS THIS ROLE RIGHT FOR YOU
In the role you will:

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

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

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

WHATS IN IT FOR YOU

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

Requirements:

Languages

English

Education

• Other trades certificate or diploma

Experience

5 years or more

#EmployeeReferralProgram

Adequate knowledge of French is required for positions in Quebec. 

Additional Information:

Position Type: Media - Freelancer 
Job Status: Regular - Full Time 
Job Location: Canada : Ontario : Oakville || Canada : Ontario : Stoney Creek || Canada : Ontario : Toronto 
Work Arrangement: Full-time in office (meaning that you will be required to perform your work on-site)
Application Deadline: 03/01/2024

 The Technician III - Stationary is responsible for operating the facility including, but not limited to mechanical other supporting systems; performing structured inspections, preventative and corrective maintenance, routine and on-demand services on facility mechanical equipment and other systems. The Technician III, Stationary 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. 

This role will work in collaboration with all key BGIS departments to ensure full support of all activities and play a key role in our INTEGRATED approach to operating buildings.   

Opportunities for Development:   

At BGIS we are committed to the development of our people – offering them opportunities to learn and grow into various roles.  Success in the role offers Team Members the opportunity to explore various roles – some include:  

• On Account & expanded Operational roles
• Facility Management Office roles to support accounts
• Project Management roles support projects

KEY DUTIES & RESPONSIBILITIES 

Safety Ownership and Regulatory Compliance 

• Comply with all internal and external requirements including but not limited to environmental, health and safety, fire protection and mandated by BGIS Health Safety and Environment Teams and enforced by law. 
• Take ownership of safety measures relates to building equipment, ensuring the secure operation of critical systems.

 Technical Leader and Oversight: 

• Performs regular facility, mechanical and other equipment and systems monitoring inspections, preventative and corrective maintenance to ensure facility uptime objectives are met, uninterrupted client operation and asset integrity of assigned facility are maintained. 
• Responds to routine and on-demand service requests and performs preventative and corrective maintenance on facility mechanical equipment and other systems. 
• Participates in and assists with facility-related projects. 
• Provides observations about facility, facility mechanical and electrical equipment and systems conditions and deficiencies and provides suggestions for enhancement and repair. 
• Maintains all assigned tools and arranges for repair and replacement where required. 
• Assume technical leadership in maintaining and optimizing building equipment to prevent disruptions to tenant operations. 
• Ensure peak performance of critical building equipment, including HVAC, electrical, and plumbing systems, through continuous technical monitoring and maintenance supporting 24/7 operations.  

 Visibility in Sites: 

• Establish a strong technical presence at facility sites, particularly focusing on critical building equipment areas. 
• Cultivate technical relationships with on-site personnel, emphasizing the importance of equipment reliability and technical response to equipment issues. 

Inspection Management: 

• Performs work in accordance to established processes and practices. 
• Monitors assigned facility by conducting facility walkthroughs for mechanical, electrical and other equipment system monitoring and inspection. 
• Execute comprehensive technical inspections of building equipment, focusing on critical systems that directly impact tenant operations. 
• Document and analyze technical findings, prioritizing equipment-related repairs and upgrades. 
• Execute and maintain a meticulous technical inspection checklist and database specific to building equipment. 

 Occupant Experience: 

• Assists in enhancing tenant and customer satisfaction and maintaining positive relations through manner in which work is performed and services delivered. 
• Enhance the tenant experience by prioritizing the reliability and technical functionality of building equipment. 
• Collaborate with facility management to ensure seamless equipment operation and minimal tenant disruptions. 

 Proactive Communication and Escalation: 

• Must be able and willing to work shifts, be available for on-call/standby and emergency call-outs as they arise 
• Communicate technical information effectively, with a focus on building equipment, to internal teams and external vendors. 
• Escalate critical equipment-related issues to minimize downtime and tenant disruptions. 
• Maintain open and technical communication channels with stakeholders, emphasizing equipment status and maintenance updates. 

Work Order Management: 

• Manages work order life cycle in partnership with the Central Work Order Management Team progressing the work form dispatched through to completion and records resolution data within service maintenance management database. Ensures work completed meets quality, contract response and all other requirements. 
• In partnership with the BGIS CMMS Team, Assists in the implementation of preventative maintenance (PM) program. Ensures that deficiencies are identified, recorded and escalated, and that related documents are maintained. 
• Ensures the way work is performed is following corporate and legislated policies, procedures, practices and guidelines related to environmental, health and safety, fire protection and any other applicable requirements. 
• Prioritize technical work orders related to building equipment to minimize business disruptions for tenants. 
• Efficiently coordinate technical assignments and oversee the timely completion of equipment-related tasks. 
• Maintain thorough records of technical work order history, including equipment-specific details and expenses. 

Financial Ownership (Including Quotes Management): 

• Submits all expenditures on a timely basis. 
• In partnership with the Maintenance Lead, FM, and Regional Director, manage the budget for building equipment maintenance, seeking cost-effective solutions to ensure tenant operations are unaffected. 
• Solicit and evaluate technical quotes for equipment repairs, maintenance, and upgrades, with a strong focus on minimizing tenant disruptions. 

Vendor Management: 

• Oversee technical vendors and contractors with specialized expertise in building equipment maintenance. 
• Hold vendors to high technical standards, emphasizing the importance of maintaining equipment integrity to prevent tenant disruptions. 

KNOWLEDGE & SKILLS

• High school diploma plus trades training and/or certification or licensing.
• Minimum 3 years’ experience providing preventive and corrective maintenance on heating ventilation and air conditions systems, or pneumatic or hydraulic systems.
• Sound knowledge of processes and practices relating to facility operations and maintenance
• Demonstrated ability to maintain, troubleshoot and repair (as per applicable qualifications) mechanical and other building systems and equipment 
• Possesses a strong environmental, health, and safety mindset.
• Strong client-service orientation along with a high sense of urgency 
• Knowledge and understanding of Building Automation Systems (BAS)
• Effective communication skills for the purpose of data relay, exchange, feedback, and clarification
• Mentoring skills required to support lower level technician’s development
• Must be able and willing to work shifts, be available for on-call/standby and emergency call-outs as they arise
• Must strictly adhere to Health and Safety policies including wearing required Personal Protective Equipment (PPE)
• Must be capable of obtaining appropriate security clearance
• Knowledge and understanding of HVAC Systems

Licenses and/or Professional Accreditation (one of the following bullet points)

• Building Operator Certification or equivalent through an accredited institution required

BGIS is an equal opportunity employer, and we welcome you to apply for a position with us! If you require accommodation during the recruitment process, please contact us at askHR. Upon request for accommodation, we will consult with the applicant in question and provide, or arrange for the provision of, suitable accommodation in a manner that takes into account the applicant’s accessibility needs due to disability.

What is the opportunity?

As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor.

What will you do?

• Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
• Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
• Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to work as one RBC team
• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

What do you need to succeed?

Must-have

• Goal-oriented individual with a demonstrated passion for putting clients first.
• Drive and self-motivation, as well as excellent communication skills and emotional intelligence
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Personal flexibility to work flex hours
• Eagerness to learn and determination to succeed

• Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial, service or retail industry
• Mutual Funds accreditation

Is this job right for you? Check out our video and decide for yourself!

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• A world-class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

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

Additional Job Details

309 HAYS BLVD:OAKVILLE

OAKVILLE

Canada

0

Part time

Personal and Commercial Banking

Casual

Salaried

2024-02-12

Requirements:

Languages: Candidates must have knowledge of the English Language.
Education: Candidates must need standard educational qualifications such as a bachelor’s degree
Experience: Candidates must have 5 years or more of experience
Work Setting: Consulting firm
Computer and Technology Knowledge: API, Adobe Premiere Pro, Android, C, C#, C++, CSS, Data analysis software, Database software, File management software, HTML, HTML editing software, Java, JavaOS, JavaScript, Linux, MAC, MS Office, MS Windows, Matrix Laboratory (MATLAB), Programming software, Python, SQL, Servers, Soap, Spreadsheet, Unix, Web service design, XML Technology (XSL, XSD, DTD), Data analysis system, Oracle Solaris, Cloud
Installation Specialization: Springs
Own Tools/Equipment: Computer

Responsibilities:

• • The candidate should be able to collect and document user’s requirements and develop logical and physical specifications
  • The candidate should be able to do research, evaluate and synthesize technical information to design, develop and test computer-based systems
  • The candidate should be able to develop data, process, and network models to optimize architecture and evaluate the performance and reliability of designs
  • The candidate should be able to plan, design, and co-ordinate the development, installation, integration, and operation of computer-based systems
  • The candidate should be able to assess, troubleshoot, document, upgrade and develop maintenance procedures for operating systems, communications environments, and applications software
  • The candidate should be able to provide Lead and co-ordinate teams of information systems professionals in the development of software and integrated information systems, process control software, and other embedded software control systems

Benefits:

• The employees get to work in a well-known company
• The employees get to work in a natural environment
• The employees get to learn advanced software development techniques
• The employees get paid leaves and sick leaves benefits

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer by sending an email or mail(along with your resume) through below mentioned details.

By Email:
[email protected]

What to Expect

What You’ll Do

What You’ll Bring

What to Expect

What You’ll Do

What You’ll Bring

What to Expect

What You’ll Do

What You’ll Bring

01/19/2025

Address:

777 Guelph Line, D8

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

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes 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 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$35,000.00 - $52,000.00