All jobs within 300 km around Peterborough

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates don’t need standard educational qualifications
Experience: Candidates need an experience of 3-5 years

Overview

Overview

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Collingwood is looking for an Administrative Assistant to provide administrative support to a successful and fast growing Advisory Team.  The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

What will you do?

• Prepare account opening documentation
• Follow up on documentation with clients or back office as required
• Follow up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
• Maintain all pending plan transfers to ensure proper settlement and delivery
• Schedule portfolio reviews
• Manage all social media, website content and assist with any marketing projects
• Prepare client review materials, correspondence and reports
• Utilize contact management system for daily task management and client record-keeping
• Assist in filing and preparing mailings such as seminars, newsletters and information packages.
• Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.

What do you need to succeed?

Must-have

• Administrative experience
• Exceptional communication skills
• High attention to detail
• Ability to work under pressure meeting strict deadlines
• Experience using Microsoft Office
• Exceptional organizational skills

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
• Financial industry knowledge
• Minimum 1-2 years Investment Industry experience
• Proficiency in Excel

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
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities  
• Access to a variety of job opportunities across business

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

1 1 ST:COLLINGWOOD

COLLINGWOOD

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-06-28

2024-07-12

Position Goal: Less appointments per day will allow you to provide excellent patient care.

The Accountabilities:

• Provide screening and primary care health services for Medcan patients
• Based on history and physical examination provide clinical guidance and recommendations
• Evaluate the patient’s health, make diagnoses on clinical conditions, prescribe, and administer medications, treatments, and follow-up care with internal or external specialists
• Educate, advise, and empower patients on primary and secondary preventive health care
• Provide counseling and support to patients on a wide range of health and lifestyle issues
• Participate in Medcan business initiatives including continuing medical education, innovation, research, product development, support, and guidance

The Requirements:

• Commit to working at Medcan for a minimum of two (2) days per week and one Saturday per month
• Current registration in good standing with the College of Physicians and Surgeons of Ontario (CPSO)
• An active OHIP billing number
• CCFP designation, CCFP (EM) designation, or FRCPC designation
• Physicians who recently completed their residency will be considered
• Experience in preventive care and wellness is an asset
• Ability to respectfully and tactfully interact and collaborate with a variety of internal and external stakeholders from diverse backgrounds in a collegial, empathetic manner

We thank all applicants for their interest; however, only those selected for an initial interview will be contacted. No phone calls and no agencies, please.

What you'll be doing

CIBC’s Wood Gundy team  is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients.  This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.

How you'll succeed

• Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.

• Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.

• Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.

• Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.

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

• You understand that success is in the details. 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 partner. You build trust through respect and authenticity.

• 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.

Job Location

Collingwood

Weekly Hours

37.5

Skills

Accountability, Activity Coordination, Communication, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Taking Initiative

Overview

Overview

Overview

Job Summary
A Warehouse Associate II impacts the organization by meeting specific operational key performance indicators. This experienced employee has a general knowledge of warehousing terminology and practices. This position is responsible for warehouse functions including, but not limited to, unloading, sorting, picking, kitting, packing, shipping and cycle counts and may be responsible for multiple accounts. The person in this position may use PC-based warehouse management systems to track packages, confirm shipments, print labels and perform inventory counts. The Warehouse Associate II may use RF Scanners, carts, pallet jacks and/or forklifts. This employee may have direct customer and vendor contact and works under supervision by the Warehouse Lead or Supervisor.

Duties and Responsibilities:

• Receive and inspect inbound product according to the established SOPs.

• Put away product in correct location based on SOPs.

• Receive returns, count and confirm quantities, determine condition and complete paperwork (e.g., separate invoices and match to bills).

• Obtain orders, prioritize if necessary, and select products from the proper locations.

• Obtain and properly match up reprinted orders.

• Verify accuracy of orders picked, including product name and size, product code, lot number, expiration date, and quantity.  Escalate concerns to Lead or Supervisor.

• Stage and securely pack product based on SOPs.

• Place the appropriate documentation with each order and ensure all cases are clearly labelled and accurately marked (e.g., pick/pack slips, refrigerate stickers).

• Arrange for pick-up of shipments, contact carriers for ETA, and coordinate schedule.

• Handle products and perform duties according to client procedures, GMP/SOP and government/compliance regulations.

• Palletize cases, wrap, and load skids onto trailers.

• Create shipping labels and other paperwork for parcels and LTL skid shipments (e.g., waybills, shipping manifests, shipping labels); maintain accurate shipping data in warehouse management system.

• Stage and coordinate outbound shipments.

• Safely operate various power equipment including, but not limited to, pallet movers, forklifts, reach trucks, and order pickers.

• Use RF Scanners to electronically scan barcodes.

• Enter inventory into warehouse management system, verify information accuracy, and perform scheduled processes (e.g., billing, reports, issue sheets) according to SOPs.

• Conduct physical inventory or cycle counts daily, weekly and/or monthly based on SOPs.

• Develop physical inventory plan, monitor physical inventories, identify all OS&D (over stock/shortages/damages), and report or correct any errors or discrepancies.

• Quickly respond (via email or phone) to customer/client inquiries, resolve problems, and communicate service issues to Supervisor.

• Compile daily and monthly client reports per SOP, including customer KPI reports.

• Encourage safe work practices in others, point out areas where safety training and enforcement is needed, and participate on Comprehensive Health & Safety Program (CHSP) committee.

• Ensure all equipment is in proper working order (e.g., counter balance/doors/docks/signal lights).

Education and Experience:

• High school diploma or equivalent.

• Warehouse experience required.

The Transportation Specialist is responsible for managing client and carrier reporting, maintaining transportation systems, conducting detailed rating analysis, and providing operational support. This role involves running weekly, monthly, and quarterly reports from various systems and compiling them accurately for clients. Additionally, coordination with clients, carriers, and operations stakeholders will be required for ad hoc reporting, problem-solving, and supporting initiatives or projects.

The ideal candidate will be motivated, proactive, and able to quickly learn and adapt to new systems and processes. Effective management of timelines and the ability to balance multiple ongoing projects is essential. Attention to detail is crucial to ensure accuracy in reporting and system maintenance

Job Type: Permanent

Job: Location: 4156 Mainway, Burlington, ON L7L 0A7

Workdays: Monday to Friday

Shift Time: from 8:30 am to 5 pm

Responsibilities:

• Manage client and carrier reporting, ensuring accurate data collection and analysis.

• Maintain transportation systems, ensuring all systems are up-to-date and functioning effectively.

• Perform detailed rating analysis and generate weekly, monthly, and quarterly reports from various systems.

• Compile and provide reports to clients, ensuring data accuracy and timeliness.

• Coordinate with clients, carriers, and operations stakeholders to handle ad hoc reporting requests and resolve issues.

• Support various initiatives and projects by providing operational assistance and collaborating with teams across departments.

• Adapt quickly to new systems and processes, demonstrating a proactive approach to learning.

• Balance multiple ongoing projects, ensuring all deadlines and timelines are met with attention to detail.

Qualifications:

• Microsoft Office Suite - Intermediate to Advanced Excel skills

• Strong written and verbal communication skills

• Able to work independently and as a team

• Bachelor degree or equivalent - Preferable