Job Summary:

As a Sales Administrative Specialist with Dynamic Funds, your primary responsibilities will involve processing expense reports, maintaining business contracts and verifying details in CRM. Sales Administrative Specialist support the Sales Team by completing expense reports in a timely manner, working closely with Compliance to ensure proper due diligence is maintained on events and works with vendors to coordinate completion of contracts.

Responsibilities include:

• Completing expense reports for Wholesalers by collecting and scanning receipts, inputting any necessary information into the CRM and initiating the (workflow) approval process;
• Charges expenses to correct G/L codes and cost centers by analyzing receipts and invoices; recording entries;
• Protects organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained;
• Solicits contracts from vendors on behalf of Dynamic Sales:
• Creates and manages a contracts strategy;
• Works closely with Legal to ensure contracts are standardized and approved;
• Works closely with other Sales Associates to assist in in the overflow of work whenever necessary;
• Working closely with other internal partners, including Compliance, Product Management, Marketing and Mail Distribution to coordinate activities when necessary;
• Adapt to changing internal policies initiated by shifting trends within our industry;
• A strong sales acumen to learn, grow and develop within the team as an Inside Sales candidate within 2 years.

Requirements:

• Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration;
• CSC or IFIC certification preferable.
• Attention to Detail, Thoroughness, Organization, Analyzing Information , Accounting, PC Proficiency, Data Entry Skills, General Math Skills

The Opportunity: At Dynamic Funds we strive to beat the market, not be the market, by encouraging opinions and creativity that allow our employees to deliver to their full potential. The ideal candidate will successfully perform these tasks, as a learning opportunity, to become a candidate for an Inside Sales Representative position within a few years.

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.

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

Location(s):  Canada : Quebec : New Richmond 

PURPOSE OF THE POSITION:

CPKC is hiring fulltime Equipment Operators in order to facilitate the safe and efficient loading of domestic and international containers at the Intermodal facility in Lachine, Quebec.

Starting position includes operation of various intermodal equipment (shunt trucks etc.) at the rate of $29.661 and offers near term progression to other positions within the facility, example Utility Ground at the rate of $30.985 and Heavy Equipment Operator at the rate of $34.959.

POSITION ACCOUNTABILITIES:

• Operation of various terminal equipment including shunt trucks, light duty pickup trucks, fuel trucks, trailers, chassis, forklift, sweeper truck, etc
• Hostling containers/chassis within terminal to support train loading operations
• General duties, as required, including pre-tripping of perishable intermodal containers, building electric reefer container sets on railcars, plug in reefers on ground and monitor performance
• Perform visual inspection and report on damages and defects of intermodal equipment
• Prepare railcars for proper loading of different-size containers by placement of pedestals and spacers
• Assist in securement of containers once loaded to railcar (walking on railcar platforms, locking/unlocking IBC’s)
• Update system as required once work is completed
• Other miscellaneous duties as/when required
• This is a safety-sensitive position within an environment of heavy equipment and constant flow of traffic

POSITION REQUIREMENTS:

• Applicant must have High School or equivalent
• Possess advanced reading and writing skills, including the ability to follow advanced written instruction and/or training in skills such as driving
• Be in possession of a valid driver licenses

WHAT CPKC HAS TO OFFER:

• Flexible and competitive benefits package
• Competitive company pension plan
• Employee Share Purchase Plan
• Annual Fitness Subsidy
• Part-time Studies Program

ADDITIONAL INFORMATION:

Medical Requirements:
Operating safely is a core foundation of CPKC. Our commitment is to protect our people, customers, communities in which we operate, the environment and our assets. We are also committed to a healthy and safe workplace. CPKC’s Alcohol and Drug Policy and Procedures (“Policy and Procedures”) support these commitments.   All new hires for a safety sensitive position will be required to complete a pre-employment medical that includes a physical, vision, hearing, alcohol, and drug audit assessment. Pre-employment qualification drug test(s) are also required. This includes candidates participating in the Trainee Program who will also be required to pass a drug test during the training process before receiving final qualification for the position.

Background Investigation:

The successful candidate will need to successfully complete the following clearances:       

• Criminal history check
• Education verification

CPKC is an employment equity employer committed to the principles of employment equity and inclusion. We encourage all qualified candidates to apply including women, Black, Indigenous, People of Colour (BIPOC), members of the LGBTQ+ community, and people with disabilities. Accommodations for the job application process can be provided, as appropriate, upon request. All applicant information will be managed in accordance with the federal Personal Information Protection and Electronic Documents Act (PIPEDA)”.

Responsibilities

Qualifications

Requirements:

Languages: Candidates must have knowledge of more than one language.

Education: Candidates need standard educational qualifications such as a high school, bachelor’s degree, a certificate or a diploma
Experience: Candidates don’t need experience although having experience is an asset

Physical Requirements:

• The candidate should be able to work in fast-paced environment
• The candidate should be able to perform repetitive tasks
• The candidate should be able to work under pressure

Other Requirements:

• The candidate should be able to work with being focused on the client
• The candidate should be punctual and also be someone who can be relied on
• The candidate should have an efficient interpersonal skills and also an excellent oral communication

Responsibilities:

• The candidate should be able to address customers’ complaints or concerns
• The candidate should be able to answer inquiries and provide information to customers
• The candidate should be able to take customers’ orders

Benefits:

• The employees get dental plan, disability benefits and vision care benefits
• The employees get as per collective agreement and bonus
• The employees get group insurance benefits, life insurance, maternity and parental benefits and Registered Retirement Savings Plan (RRSP)
• The employees get free parking availability, learning/training paid by employer, on-site amenities, on-site recreation and activities, paid time off (volunteering or personal days), team building opportunities, variable or compressed work week and wellness program

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 email (along with your resume) through below mentioned details.

By Email
[email protected]

Be prepared for the screening questions

• Are you currently a student?
• Are you currently legally able to work in Canada?
• Do you have previous experience in this field of employment?

Your future role on our team

You’ll report to the Department Manager, Infrastructure, Operations and IT Service Centre. You’ll serve as Manager, Operational Solutions, to implement and optimize complex IT solutions in support of operational activities. As such, you’ll manage a team of five people and ensure optimal coordination among management, operational managers and the IT team in achieving strategic objectives. You’ll also help with strategic planning of innovation activities and laboratories in order to make them operational.

With us, you’ll get the opportunity to...

Operations management

• Prepare project plans and workflows, then prioritize and delegate work to ensure objectives are met.
• Lead the entire project life cycle, from kick-off to testing, deployment and operation.
• Manage risks and interdependencies and optimize the flow of improvement initiatives for infrastructure and application development.
• Conduct work meetings with clients to fully understand and prioritize their business needs.
• Advise internal clients and propose solutions to various needs and problems.
• Improve products and services from the product portfolio throughout the application life cycle (finance, user experience, efficiency, simplification, technical performance, cybersecurity, obsolescence, etc.).
• Influence stakeholders to ensure products and applications meet business needs and are aligned with corporate objectives.
• Write follow-up reports, manage change requests and ensure project profitability.
• Manage project budgets, risks and schedules (deliverables, milestones, dates).
• Work proactively with other teams to establish and maintain effective relationships with stakeholders and respond to internal client requests and concerns.
• Assume a leadership role as required to align infrastructure and application platforms.
• Coordinate activities with external suppliers involved in selected solutions.
• Participate in the profitability analysis (business case) for certain projects, if required

Planning

• Define, prioritize and manage the product and application portfolio in collaboration with internal clients and in line with business objectives.
• Work with IT management, suppliers and internal clients to identify optimization and improvement opportunities for the organization.
• Actively participate in portfolio governance to ensure that value-driven investments are prioritized across the firm.
• Manage the allocation of budget allowances for operations and product/application development.

Human resources management

• Coordinate and engage a five-person team of IT analysts and developers to ensure progress and delivery of products to agreed deadlines, quality and processes.
  
• Manage and coach team members in carrying out their activities, developing their skills and updating their expertise.

Do your qualities and values match our corporate culture?

• Entrepreneurial spirit
• Results-driven
• Desire to motivate and train colleagues and internal clients
• Thirst to learn and excel
• Eco-mindful
• Desire to be in the thick of the action
• Ability to see beyond established standards
• Rigorous and ethical

Summary of certifications and job requirements

• University degree in Information Technology or Administration (specializing in information systems or security), or a combination of education and experience deemed equivalent
  
• At least five years of experience as a product manager
  
• Relevant experience in coordination or team management
  
• Proven experience in project management as well as budget and cost control
  
• Bilingual (English and French)
  
• Leadership and team spirit
  
• Strong aptitude for problem-solving and priority management
  
• Ability to work well under pressure
  
• Excellent communication skills
  
• Asset: Knowledge in cybersecurity (Agile and .NET)
  
• Asset: Experience in a consulting engineering environment

At BBA, you get many benefits

• Flexible schedule – Presence at the office and working from home
• A caring environment where everyone’s ideas are listened to and where there’s no sense of hierarchy
  
• Friendly, eco-mindful and high-tech workspaces
  
• Access to an annual premium program for regular employees
  
• A vibrant social club with something for everyone
  
• A collaborative team that shares its ideas and knowledge
  
• A corporate culture that values expertise

“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 be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve and English-speaking clientele.”

As a Customer Service Representative, you are the primary point of contact for our clients. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and products and services, and be a proactive promoter of iTRADE’s client-focused culture by providing exceptional customer service.

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

• Assist with client inquiries while delivering memorable service
• Use discretion and problem solving to own the client experience
• Provide personalized solutions by recognizing value add solutions
• Facilitate a culture of passion, accountability, and collaboration by being an active member of your team

Do you have the requirements to succeed in this role? We'd love to work with you if you have:

• Fluency in both English and French
• A broad knowledge of investment products and procedures relating to securities settlement
• The ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
• Strong written and verbal communication skills
• The ability to utilize time-management and prioritization skills
• A positive attitude and excitement regarding learning new tasks and skills in order to keep up with changing environments/duties

While not essential, it would be an asset if you have:  

• Completed the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH)
• Completed a post-secondary education in Commerce/Business, or Financial Planning
• Prior work experience in a brokerage or Contact Centre
• Knowledge of the Financial Services Industry

What's in it for you?

• Competitive pay
• The opportunity to gain valuable industry knowledge and expeirence
• The opportunity to advance your career through other roles within Wealth Management and Scotiabank
• A workplace culture built around inclusion, diversity, and potential
• The opportunity to participate in a customized and comprehensive training program

Employment Details:

We value employee training and development. We provide comprehensive training for all successful candidates.

Training takes place Monday-Friday from 9am – 5pm and includes a 4-week onboarding training for all hires and an additional 7 week training for successful individuals who require support to complete their licensing (CSC, CPH) courses. 

Work Hours

The Scotia iTRADE Contact Centre is open 8am-8pm Monday to Friday. Due to the nature of a contact centre environment, flexibility to work evening shifts is required.

Why Scotia iTRADE?

Scotia iTRADE is a top Canadian brokerage committed to helping investors achieve their goals through exceptional service, unique educational tools and resources, and a personalized digital experience. Joining our Contact Centre means working in a fast-paced and rewarding environment, supporting our clients through inbound and outbound calls. Our focus on training and professional development will support you as you build your career with Scotiabank. 

Scotiabank is committed to providing an inclusive, diverse, and accepting environment for all employees. Diverse backgrounds and experiences are what make us better as a whole.   If you need specific accommodations during the hiring process let us know and we will work with you.

What is the opportunity?

We are looking for an Estate Planning Specialist to join the RBC Wealth Management Financial Services team. You will be responsible for achieving Individual Life and Living Benefit product revenue results and annual business plan targets. Using a team selling approach, you will partner with Investment Advisors and Investment Counsellors, their clients, and other members of the Wealth Management team.

What will you do?

• Collaborate and help educate Investment Advisors and Investment Counsellors in matters relating to insurance concepts and how they fit into wealth preservation and wealth transfer strategies.
• Follow up on leads generated through the Wealth Management approach to business to ensure recordkeeping systems accurately reflect progress.
• Develop relationships with Will and Estate Consultants, Financial Planners, HNW Planning and Business Owner Specialists, and other members of the Wealth Management Services team, as well as Branch Management and staff.
• Use a variety of methods to grow revenue, such as client meetings, seminars, "lunch and learns", etc.

What do you need to succeed?
Must-have

• Active approval as a Financial security advisor with the Autorité des marchés financiers (AMF)
• Chartered life underwriter (C.L.U.) title, or registered life underwriter (R.L.U.) title, or financial planner diploma granted by the Institute of Financial Planning (or currently enrolled in such courses)
• University degree in related field
• Minimum of 5 years of seasoned sales experience in the Life Insurance industry
• Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
• Comprehensive experience in wealth preservation and wealth transfer concepts
• Ability to work effectively with peers and upper management and to be perceived by others as team player
• Project a positive and professional image to Investment Advisors/Counsellors, service partners, and external clients
• Actively pursue continuous learning and expanding knowledge on presentation and Insurance/Financial Planning skills
• Computer literate in Insurance Company Illustration software and various PC programs

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
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

Job Skills

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉAL

MONTRÉAL

Canada

37.5

Full time

Wealth Management

Regular

Commission, Salaried

2024-01-29

2024-03-03

Our Senior Customer Experience Associates 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. We are looking for an enthusiastic, driven individual who enjoys meaningful conversation and supporting others. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by: 

• Acting as a lobby leader; ensuring customers are appropriately triaged and/or assisted 
• Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities, including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing GICs 
• Nurturing rich, long-standing relationships 
• 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 strong customer service skills 
• Are willing to assist in a professional, friendly and efficient manner 
• Are available to work a flexible schedule 
• Have experience with conducting simple sales, proactive marketing calls and providing financial advice  
• Have strong technical skills, able to promote and demonstrate the use of digital/self-service banking options 
• Previous banking experience is a strong asset 

What’s in it for you?

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers 
• A rewarding career path with diverse opportunities for professional development 
• 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 & French because they will serve English-speaking clientele.