All jobs within 500 km around Saint-Eustache

SUMMARY

The Regional Operations Manager is responsible for the effective management of a skilled trades operation.  Specific responsibilities include but are not limited to:  Driving team engagement to ensure achievement of all requirements, collaborating on process development and implementation, achieving service level agreements and maintaining compliance with all regulatory, safety and all other requirements.

KEY DUTIES & RESPONSIBILITIES

People Leadership

People leadership responsibilities include but are not limited to:

• Manages a team of Technicians for the assigned region
• Responsible for people-oriented activities including but not limited to employee engagement, development and performance management, hiring and retention, compensation recommendations
• Ensures compliance with health and safety standards in the delivery of work through activities including but not limited to conducting regular tool box talks, implementing safety training, providing protective equipment, reviewing and monitoring incidents
• Ensures work is performed in accordance to all internal and external requirements
• Maintains current awareness and knowledge of all applicable regulations and requirements
• Provides technical support to Technicians

Operations Management

• Manages operational budgets with a focus on cost control (burden costs), and weekly work order expenditures.
• Collaborates with relevant stakeholders to review, develop, refine and implement processes and standard operating procedures
• Recommends and implements technologies to achieve greater efficiencies and productivity
• Maintains current awareness and ensures compliance with all applicable regulations and requirements
• Deploys Technicians to projects and work orders and to ensure projects and work orders are completed on-time and meets all requirements
• Monitors and drives team performance to ensure achievement of service level agreements and performance metrics
• Achieves greater efficiencies through factors including but not limited to effective resource utilization and labor loading, work order and callback issues review and developing and implementing corrective solutions, leveraging self-perform.
•  Collaborates with Dispatch and CMMS teams for effective service delivery
• Investigates and resolves operational issues
• Acts with a high degree of urgency in resolving issues to ensure timely resolution and to maintain client satisfaction
• Other duties as assigned

EDUCATION, JOB-RELATED YEARS OF EXPERIENCE & QUALIFICATIONS

MINIMUM EDUCATION: Community college diploma or equivalent training (e.g. RPA, CET)

JOB-RELATED EXPERIENCE: More than five years up to ten years

KNOWLEDGE AND SKILLS

• 8 to 10 years of trades operations work experience, with at least 5 years at the supervisory or management level
• In-depth knowledge of applicable regulatory requirements and maintains current awareness
• Technical expertise in one or more of skilled trades discipline – refrigeration, electrical, plumbing
• Ability to lead and engage a team of skilled trades employees and drive performance to ensure all requirements are achieved
• Skilled at managing a skilled trades operations and employees
• Ability to develop and implement processes and standard operating procedures
• Skilled at influencing, persuading and negotiating
• Computer proficiency

Licenses and/or Professional Accreditation

Trade certification in one or more of the following would be considered an asset

• Journeyman level Refrigeration license
• Journeyman level Electrical license
• Journeyman level Plumbing license

SUMMARY

The Facility Mechanic will service our client at the North Bay Regional Health Centre and must be able to perform skilled and semi-skilled tasks in the installation, repair, replacement, maintenance, inspection and operation of mechanical, electrical, plumbing, general maintenance, environment controls and life safety systems. Will receive & action work orders within the allotted time frame. 

North Bay Regional Health Centre is a newer hospital and the building is climate controlled making for an excellent work environment.

A career at BGIS offers competitive total compensation that includes:

• Competitive pay
• Comprehensive and Flexible Health & Dental Plan
• Vacation Entitlement
• Group RRSP with Company Matching
• Team Member Referral Program
• Career Growth and Development

Trade certification or license in the following is required:

• Refrigeration and Air Conditioning Systems Mechanic, 313A License.
• GAS Technician 1, license. (Gas Technician 2 license may be considered, coupled with experience)

KEY DUTIES & RESPONSIBILITIES

• Tests, repairs, troubleshoot and calibrates HVAC and building environmental controls ensuring equipment is functioning properly.
• Responsible for the installation, maintenance, replacement, operation and repair of mechanical and electrical equipment and systems.
• Ensures proper operation of systems in compliance with required regulations and codes.
• Tests, maintains and evaluates equipment by using instrumentation tools.
• Performs as required, skilled maintenance activities and maintaining of the BAS system.
• Inspects and repairs pumps, fans, valves, motors etc., ensuring proper operation of the facility equipment and systems.
• Performs all duties in a safe manner and in accordance with established work standards.
• Capable and willing to perform many tasks in a large facility.
• Complies with all company policies and procedures and adheres to company standards of business ethics and conduct. Must be a team player committed to working in a quality and safe environment.
• Willing to perform other duties as requested/required by trade or knowledge base. 
• Must be comfortable estimating tasks, projects and procure the materials and manpower needed to complete those tasks.
• Ability to work rotating 12 hour shifts, days and nights, statutory holidays, and weekends as required.

MINIMUM EDUCATION: High school completion plus a specialized technical or business course

JOB-RELATED EXPERIENCE: Two or more years’ experience working in the HVAC industry.

Qualifications

• Must hold a current ODP card.
• Ability to work with CFC and HFC refrigerants.
• Comfortable working as part of a maintenance team.          
• Knowledge/Understanding of engineering fundamentals necessary for effective and safe operation of complex building equipment and systems.
• Capable of effectively representing BGIS to our customers.
• Working knowledge of personal computers, CMMS systems and BAS 

Licenses and/or Professional Accreditation

Trade certification or license in the following is required:

• Refrigeration and Air Conditioning Systems Mechanic, 313A License.
• GAS Technician 1, license. (Gas Technician 2 license may be considered, coupled with experience)

At BGIS we believe that diversity and inclusion is a key business driver, such that we never lose sight of its importance as it is woven into the fabric of our organization. We are committed to maintaining a barrier-free recruitment process by providing equal employment opportunities through recruiting and retention of individuals of all backgrounds. We recognize that promoting diversity is an essential component of our continuing pursuit for organizational success!

Job Summary: As a member of the BGIS SCS Team, you will be generally responsible for heavy duty cleaning in a designated zone with an emphasis on quality control, health and safety & striving to exceed client expectations. 

***Day, Evening and Night shifts available (Monday to Friday)***

Key Responsibilities: Functioning as a core member of the operational team and reporting to the Manager/ Supervisor the Heavy Duty Cleaner will:

• Clean floors by sweeping, scrubbing, or vacuuming
• Dry/wet mop (wash/scrub) and polish hard surface floors. (The washing/scrubbing of floors is done with hand held or walk behind buffing machines. In large open applications, automatic equipment may be used to perform these functions) 
• Strip and finish hard surface floors manually or with power equipment when required 
• Transport garbage from drop points to garbage bins or compactor 
• Transport maintenance machinery, where necessary, between floors and job sites 
• Cleans and stores equipment and machinery used
• Cleans glass areas requiring ladders, scaffolding or other extension equipment to reach. 
• Cleans washroom floors including stripping and finishing 
• Cleans stairwells and elevator cabs where ladders are required 
• Loads and unloads supplies and replenishes cleaning solutions
• Follow procedures for the use of chemical cleaners and power equipment to prevent damage to floors and fixtures
• Other duties that management may assign 
• Notify managers concerning the need for major repairs or additions to building operating systems
• Mix water and detergents or acids in containers to prepare cleaning solutions, according to specifications
• Strip, seal, finish, and polish floors
• Steam clean or shampoo carpets
• Remove snow and debris from sidewalks, driveways, or parking areas, using snowplows, snow blowers, or snow shovels, or spread snow melting chemicals.

Job Requirements:

• Experience in performing various cleaning, housekeeping and maintenance activities in an institutionalized environment.
• Experience in using floor maintenance machines, cleaning equipment, materials and solutions.
•  Knowledge of the Occupational Health and Safety Act and the provisions that apply to this work including WHMIS.
• Ability to lift, push and pull heavy items as well as climb ladders.
• Excellent interpersonal skills with the ability to maintain cooperative working relationships with staff, clients and the general public.
• Ability and willingness to work weekends, holidays and shifts as assigned as well as work in multiple locations.
• Ability to follow verbal and written instructions, prepare and maintain manual and electronic records.

Physical demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is frequently required to stand, walk and talk or hear. The employee is required to use hands and fingers to handle, or feel objects, tools, or controls; and reach with hands and arms.
• The employee must occasionally lift and/or move up to 25 pounds. 
• Specific vision abilities required by this job include close vision and the ability to adjust focus.

At BGIS we believe that diversity and inclusion is a key business driver, such that we never lose sight of its importance as it is woven into the fabric of our organization. We are committed to maintaining a barrier-free recruitment process by providing equal employment opportunities through recruiting and retention of individuals of all backgrounds. We recognize that promoting diversity is an essential component of our continuing pursuit for organizational success!

Job Description

• Sets relationship strategies and directs relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with advanced levels of risk and complexity of needs. Works independently and may mentor other team members.
• Creates and drives strategy to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
• Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
• Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Drives client engagement and loyalty. Generates ideas and best practices within Relationship Management and may mentor others.
• Manages effective network of senior internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
• As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk for the most complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Competencies

Business Acumen – Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

Client Relationship Management – Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.

Customer Experience Management. – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.

Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Prospecting. – Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact.

Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

Tech Savvy – Advise, educate and engage clients on a variety of technological tools and resources allowing them to explore solutions to achieve their goals and financial well being.

Work Experience

• Roles at this level typically require a university / college degree.
• Higher level education such as a Masters degree, PhD, or certifications is desirable.
• Industry relevant experience is typically 8+ years. Specific certifications are often required.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

The Financial Systems Analyst will have an understanding of financial analysis and reporting to review and process various financial documents submitted by non-profit housing providers in accordance with pre-established standards and routines.

Your primary responsibilities as a Financial Systems Analyst will be varied. Working as part of a team reporting to a Senior Financial Analyst, you will:

• Performs research and prepares community housing operating budget and variance report
• Conduct financial analysis and provide recommendations on financial matters to Housing Stability Services Unit staff and management
• Review financial documents submitted by non-profit housing providers for completeness and accuracy
• Process and review subsidy requests submitted by non-profit housing providers with reference to established guidelines and review procedures
• Process and review payments to ensure alignment with service agreements and approved Council reports
•  Reviews payments request from agencies to determine accuracy, availability of funds and compliance with funding agreement and City’s policy and procedures
•  Maintains and update life-to-date files for grants to report on availability of funds
• Participate in reviews of housing provider operations including on-site reviews Draft communications to non-profit housing providers regarding financial and program compliance matters
• Assist with the review of housing provider operations and compliance with the Housing Services Act (HSA), Rent Geared-to-Income (RGI) Service Agreement, City Guidelines and other contractual obligations with the City
• Assist with the review of development and maintenance requests that propose changes to the information technology systems used to manage the business relationship with
• service providers
• Assist with the development of reports and analytical tools to monitor service
• provider compliance with legislated and contractual obligations
• Liaises with the Unit, external contacts and board of directors and auditors.
• Reviews audited financial statements together with auditors' reports/related financial reporting documents for completeness, compliance and accuracy of accounting information
• Attends meetings to provide and clarify financial information and resolve issues

Key Qualifications:

1. A degree in accounting, financial management or business administration or equivalent. Possession of a Chartered Professional Accountant (CPA) designation is preferred.
2. Considerable experience in the preparation of budgets, forecast, complex financial statements and analysis.
3. Considerable experience in accounting and computer-based accounting systems.
4. Experience conducting financial and/or program compliance audits independently.
5. Ability to work independently in a demanding, fast paced, constantly changing environment.
6. Ability to communicate effectively, both orally and in writing.
7. General understanding of the principles and practices employed in the effective financial analysis of business and government operations.
8. General understanding of financial reporting and financial statements including non- profit reporting requirements.
9. Ability to effectively manage multiple tasks and deadlines.

• Division & Section: Housing Secretariat, Finance & Business Services
• Work Location: Metro Hall, 55 John Street

The tight-knit Bell Retail team lives and breathes the latest technology, thrives in a fast-paced environment and loves finding the perfect solution for our customers. We’re proud to offer our customers the best wireless, internet, TV, home phone products and services at Bell and The Source stores across Canada.

#EmployeeReferralProgram

Adequate knowledge of French is required for positions in Quebec. 

• Understanding of continuous improvement processes and practices (e.g. Lean-Six Sigma and/or project management certification would be an asset).
• Membership or eligibility for membership in the Ontario Association of Engineering Technicians and Technologists would be an asset.

Posting Period: 09-Feb-2024 to 23-Feb-2024

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates don’t need standard educational qualifications
Experience: Candidates don’t need experience, training will be provided
Equipment and machinery experience Chain saw, Roto-tiller, Small engine equipment, Sod cutter, Tractor, Tractor mower, Weed trimmer/edger
Own tools/equipment: Safety equipment/gear, Steel-toed safety boots, Hard hat, Safety glasses/goggles, Safety vest, Gloves, Ear plugs, Mask

Physical Requirements:

• The candidates should be able to work under pressure in a fast-paced environment, be physically demanding, and a repetitive tasker
• The candidates should be able to work in tight deadlines with attention to detail
• The candidates should be able to sit, stand, walk, bend, crouch, and kneel for extended periods
• The candidates should be able to handle heavy loads
• The candidates should be able to do manual dexterity
• The candidates should be able to handle Hand-eye co-ordination, and be able to distinguish between colours
• The candidates should be able to work in outdoors, wet/damp, noisy, dusty, odours, and hot areas

Other Requirements:

• The candidates should be client focus, dependable, flexible, organized, reliable, should have efficient interpersonal skills, and be able to work as a team player

Responsibilities:

• The candidates should be able to assist with landscape constructions, weed, prune and trim trees and plants
• The candidates should be able to cut grass, rake and collect refuse, remove litter and garbage
• The candidates should be able to cart and spread topsoil and other materials, lay sod or seed
• The candidates should be able to plant bulbs, flowers, shrubs and trees, water and tend to plants, lawns and/or gardens
• The candidates should be able to operate and maintain landscape maintenance equipment

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply (along with your resume and cover letter) through below mentioned details.

By email
[email protected]

By mail
3745 Hwy 2
Newcastle, ON
L1B 1L9

In person
3745 Hwy 2
Newcastle, ON
L1B 1L9
Between 09:00 AM and 05:00 PM

Be prepared for the screening questions. Include answer the following questions while applying:

• • Are you available for shift or on-call work?
  • Are you available for the advertised start date?

• Are you currently legally able to work in Canada?
• Do you currently reside in proximity to the advertised location?

This role is focused on Regulatory Reporting, including capital reporting and regulatory disclosures. You are involved in the oversight of regulatory reporting, change management (interpretation & implementation of new reporting rules), and analysis of the updates.  Relationship building is key in this role.  You have the opportunity to work with lots of different groups, different personalities and at different levels.  Need to have the ability to present complex data in a clear, digestible way for non-finance colleagues.

Supports the execution of accurate and efficient cyclical reporting processes for regulatory and management information and note disclosure in financial statements to internal and external stakeholders and regulatory bodies. Works across BMO to deliver specific project/program results in alignment with overall group goals. Supports an efficient and effective Accounting function which uses common information sources and practices, reduces ongoing costs, increases service level performance and minimizes risk.

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• May network with industry contacts to gain competitive insights and best practices.
• Reviews the reporting program/processes for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
• Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting.
• Manages resources and leads the execution of accounting, risk and regulatory related strategic initiatives to deliver on business and financial goals.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Works with stakeholders to establish priorities.
• Designs and produces regular and ad-hoc reports, and dashboards for regulators and executive level reviews.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting.
• Leads in the design, implementation and management of core business/group processes.
• Leads the execution of financial reporting programs/processes; assesses and adapts as needed to ensure quality of execution.
• Supports the production of financial, regulatory, and management reporting requirements.
• Executes work to deliver timely, accurate, and efficient service for monthly, quarterly and annual processes for reporting.
• Analyses data and information to provide financial, regulatory and related risk insights and recommendations.
• Supports the interpretation and definition of internal and external policies and regulatory requirements e.g. credit reporting.
• Ensures strong governance and effective controls across finance & accounting activities and information in accordance with enterprise standards.
• Provides attestation to the validity of financial results and highlight significant information including variances, trends, opportunities and exposures to their Manager.
• Provides information and support the process for internal (Corporate and SOX) and external audits.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Organizes work information to ensure accuracy and completeness.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

As Director, Corporate Finance, you are part of a team of client-facing credit professionals aligned to our large commercial client segment within CFS, defined as commercial clients with annual sales revenue between $25MM and $100MM. You play a key role in realizing our business growth objectives through the structuring, delivery and management of credit for a portfolio of large commercial clients. You will lead the end-to-end credit relationship for a defined portfolio of clients with a focus on loan origination and ongoing portfolio quality oversight. You contribute to an exceptional client experience by providing superior business, financial and credit advice directly to clients.

What will you do?

• Collaborate with client relationship managers to structure, deliver, close, and monitor loan transactions, including credit submissions to Group Risk Management (GRM) and transaction presentations to clients

• Collaborate with client relationship managers in the preparation and presentation of credit pitches that clearly articulate advantages and benefits of proposed credit solutions to existing and potential clients

• Demonstrate RBC’s capability to provide customized and creative credit solutions in a timely manner and deliver credit solutions that meet or exceed our client’s needs

• Manage all aspects of the credit approval process including ComCom and GRM, developing strong working relationships with National Office personnel and risk managers.   

• Actively develop, strengthen and deepen client relationships and engage  with key RBC partners including Group Risk Management, Private Banking, Corporate Client Group (including the ABL, MMLF and Mezz teams), National Specialized Solutions (e.g. Leasing, Trade Finance), Personal Banking, and others

• Exercise due diligence in recommending credit applications, working in collaboration with Risk Management, especially in supporting risk processes and guidelines in order to find the appropriate mix of credit risk and structural mitigants.

• Maintain portfolio quality oversight through proactive portfolio management, including annual credit renewals, covenant monitoring and control

What do you need to succeed?

Must-have:

• Proven track record in financial and credit analysis in support of exceptional client relationship management

• Minimum three years’ experience in commercial lending at a major financial institution Undergraduate degree in Business, Economics, Accounting, or Finance with strong quantitative, financial modeling, and analytical skills, as well as an ability to analyze company financial statements

• Strong skills with Microsoft Office, as well as experience with emerging resources, communications and technology (e.g. online data resources, web-based meetings, social media, digital banking, and mobile applications)

• Professional verbal and written communication skills with a high level of attention to detail in both written work and financial analysis

• Strong organizational skills, ability to perform well under pressure, prioritize multiple tasks and projects, while meeting time-sensitive deadlines

Nice-to-have:

• MBA, CA, CMA, CGA, CPA or CFA

• Work experience in corporate lending / corporate finance

• Trained in credit and accounting with an ability to manage complex concepts

• Bilingual in French and English

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 competitive compensation, bonuses, and flexible benefits

• Continued opportunities for career advancement

• World-class sales training, coaching, and development opportunities Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training

• Opportunity to achieve great success and grow your career with RBC

Job Skills

Additional Job Details

WATERPARK PLACE, 20 BAY ST:TORONTO

TORONTO

Canada

37.5

Full time

Personal and Commercial Banking

Regular

Salaried

2024-02-09

2024-02-24

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities Inc. (“RBC DS”) Branch located in Toronto is looking for an Administrative Assistant to join the Ascendant Wealth Partners team.  You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Investment Advisors.
For more information, please visit: https://ca.rbcwealthmanagement.com/web/ascendant.wealth

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

• Assist the Advisor team with client onboarding.

• Coordinate and prepare meetings for Advisors with their clients/prospects.

• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.

• Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).

• Help manage incoming communications from clients, Advisors and other internal and external partners.

• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts

• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.

• Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must Have

• At least 2 years administrative experience

• Strong Microsoft Office Suite skills

• High level of time management and organization skills

• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

• Willingness to complete the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

Nice to Have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

• Knowledge of RBC Dominion Securities’ systems and procedures

• Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• 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

• An opportunity to make a difference and have a lasting impact on the lives of others

• The chance to work in a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Interpersonal Relationships, Knowledge Organization, Problem Solving, Teamwork, Time Management, Word Processing Software

Additional Job Details

45 ST CLAIR AVE W:TORONTO

TORONTO

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-02-20