786 Jobs Found
Customer Experience Associate - High River, Alberta South (18.75 hours/week) Full-time Job
Customer Service High RiverJob Details
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:
- Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
- Processing day to day transactions
- Nurturing rich, long-standing relationships
- Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
- Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs
Is this role right for you? In this role you will:
- Build strong customer relationships and deliver excellent customer service
- Uncover and solve customers’ needs
- Explain complicated concepts simply
- Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
- Demonstrate an eagerness to learn and determination to succeed
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:
- Have proven customer service skills through work or community involvement
- Are willing to assist in a professional, friendly and efficient manner
- Are available to work a flexible schedule
- Are comfortable in simple sales situations
- Have strong technical skills and the ability to promote digital and self-service banking options to our customers
What’s in it for you?
- The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
- A rewarding career path with diverse opportunities for professional development
- Internal training to support your career growth and enhance your skills
- An organization committed to making a difference in our communities – for you and our customers
- You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- A competitive compensation and benefits package
Customer Experience Associate - High River, Alberta South (18.75 hours...
Scotiabank
High River - 150.69kmCustomer Service Full-time
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Food counter attendant Full-time Job
Tourism & Restaurants High RiverJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates don’t need standard educational qualification such as degree, certificate or diploma
Experience: Candidates don’t need experience, training will be provided
Physical Requirements:
- The candidates should be able to thrive in a fast-paced environment and be experienced in handling repetitive tasks
Candidate Status:
- Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position
- International Candidates who don’t have a valid Canadian work permit also can apply
Responsibilities:
- The candidates should be able to keep records of the quantities of food used, package take-out food, and portion and wrap foods
- The candidates should be able to prepare, heat, and finish simple food items, serve customers at counters or buffet tables, and stock refrigerators and salad bars
- The candidates should be able to use manual and electrical appliances to clean, peel, slice, and trim foodstuffs
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 (along with your Resume) through the below-mentioned details
By email
[email protected]
Food counter attendant
Pizza Hut
High River - 150.69kmTourism & Restaurants Full-time
15.50
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Food service supervisor Full-time Job
Tourism & Restaurants StrathmoreJob Details
Overview
Languages
English
Education
- No degree, certificate or diploma
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work site environment
- Noisy
- Odours
- Wet/damp
- Hot
Work setting
- Fast food outlet or concession
- Restaurant
Responsibilities
Tasks
- Supervise and co-ordinate activities of staff who prepare and portion food
- Train staff in job duties, sanitation and safety procedures
- Estimate ingredient and supplies required for meal preparation
- Hire food service staff
- Ensure that food and service meet quality control standards
- Address customers' complaints or concerns
- Maintain records of stock, repairs, sales and wastage
- Prepare and submit reports
- Supervise and check assembly of trays
- Establish work schedules
Supervision
- Cook (general)
- Food service counter attendants and food preparers
Additional information
Transportation/travel information
- Own transportation
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Combination of sitting, standing, walking
- Standing for extended periods
- Bending, crouching, kneeling
- Physically demanding
- Attention to detail
Personal suitability
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Flexibility
- Team player
- Dependability
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
Financial benefits
- Group insurance benefits
- Life insurance
Other benefits
- Free parking available
How to apply
By email
In person
510 Highway 1Strathmore , ABT1P 1M6Between 09:00 a.m. and 10:00 p.m.
This job posting includes screening questions. Please answer the following questions when applying:
- Are you currently legally able to work in Canada?
Food service supervisor
A&W
Strathmore - 165.36kmTourism & Restaurants Full-time
18 - 24.15
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General labourer farm | LMIA Approved Full-time Job
General Category StrathmoreJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language.
Education: Candidates don’t 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.
Equipment and machinery experience: Farm truck, Loader, Planting equipment, Sprayer or duster, Tractor
Location: 45108 RR 153 Strome, AB T0B 4H0
Shifts: Day, Weekend, Early Morning, Morning
Work Setting: Staff accommodation available, Rural area
Work site environment: Oilseed (except soybean) farming, Other grain farming, Other miscellaneous crop farming, Wet/damp, Noisy, Odours, Dusty
Physical Requirements:
- The candidate should be able to work in a fast-paced environment and pay attention to detail.
- The candidate should be required to work under pressure and handle heavy loads.
- The candidate should be physically demanding and required to perform repetitive tasks on frequent basis.
- The candidate should be willing to work in bending, crouching, kneeling, sitting, standing, walking position for extended periods of time.
Other Requirements:
- The candidate should be efficient and a good team player.
Responsibilities:
- The candidate should plant, cultivate and irrigate crops, stone and/or wood picking, weeding, fertilize and spray crops.
- The candidate should operate and maintain farm machinery and 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) through below mentioned details.
By Email:
[email protected]
General labourer farm | LMIA Approved
Hochhausen Farms Inc.
Strathmore - 165.36kmGeneral Category Full-time
17
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General Labourer-Farm | LMIA Approved Full-time Job
General Category StrathmoreJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language, having knowledge of Spanish language is an asset
Education: Candidates don’t need standard educational qualification such as high school, bachelor’s degree, a certificate or a diploma
Experience: Candidates don’t need experience although having experience is an asset, training will be provided
Equipment and Machinery Experience: Turf grass harvester, Fertilizer applicator, Lift truck, Planting equipment, Sprayer or duster, Tillage equipment, Tractor
Shifts: Day, Evening, Night, Weekend, Shift, Early Morning, Morning
Work Site Environment: Outdoors, Wet/damp, Noisy, Odors, Dusty, Hot
Work Setting: Rural area, Remote location
Transportation/Travel Information: Public transportation is not available
Physical Requirements:
- The candidate should be able to work in a fast-paced environment and work under pressure
- The candidate should be able to work with tight deadlines and perform repetitive tasks
- The candidate should be able to pay attention to detail and work with hand-eye coordination
- The candidate should have the ability to distinguish between colors
- The candidate should be physically demanding and a combination of sitting, standing, walking, bending, crouching and kneeling
Other Requirements:
- The candidate should able to work in a flexible environment and have judgment skills
- The candidate should be able to work in an organized way and be a team player
Responsibilities:
- The candidate should be able to plant, cultivate and irrigate crops also operate and maintain farm machinery and equipment
- The candidate should be able to write daily basic progress reports
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) through below mentioned details.
By Email:
[email protected]
Be prepared for the screening questions:
- Are you currently legally able to work in Canada?
General Labourer-Farm | LMIA Approved
Manderley Turf Products Inc.
Strathmore - 165.36kmGeneral Category Full-time
16.25
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Cook Full-time Job
Tourism & Restaurants OkotoksJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates need experience of 2 years to less than 3 years
Location: 18 southridge Drive #8B Okotoks, AB T1S 1N1
Shifts: Day, Evening, Night, Weekend, Morning
Work setting: Fast food outlet or concession
Cook categories: Cook (general)
Transportation/travel information: Own transportation
Physical Requirements:
- The candidate should be able to work under pressure, in fast-paced environment, pay attention to detail, perform repetitive tasks and also stand for extended periods
- The candidate should be physically demanding
Other Requirements:
- The candidate should be able to work with being focused on the client, in a flexible environment and also in an organized way
- The candidate should be reliable and also a team player
Responsibilities:
- The candidate should be able to inspect kitchens and food service areas, clean kitchen and work areas
- The candidate should be able to prepare and cook complete meals or individual dishes and foods and also prepare dishes for customers with food allergies or intolerances
- The candidate should be able to plan menus, determine size of food portions, estimate food requirements and costs, and monitor, order supplies, and equipment and also maintain inventory and records of food, supplies and equipment
Benefits
- The candidates get free parking service
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) through below mentioned details.
By email
[email protected]
Cook
Canadian Pizza Unlimited
Okotoks - 166.85kmTourism & Restaurants Full-time
17
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Cook | LMIA Approved Full-time Job
Tourism & Restaurants OkotoksJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language.
Education: Candidates need standard educational qualification such as secondary (high) school graduation certificate
Experience: Candidates need an experience of 2-3 years
Location: 249, 200 Southridge Drive, Okotoks, AB, T1S 0B2
Shifts: Day, Evening, Night, Weekend, Shift, Morning
Work Setting: Restaurant
Responsibilities:
- The candidate should be able to prepare and cook complete meals or individual dishes and foods also plan menus, determine size of food portions, estimate food requirements and costs, and monitor and order supplies
- The candidate should be able to inspect kitchens and food service areas also train staff in preparation, cooking and handling of food
- The candidate should be able to order supplies and equipment also supervise kitchen staff and helpers
- The candidate should be able to maintain inventory and records of food, supplies and equipment also clean kitchen and work areas
- The candidate should be able to manage kitchen operations
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) through below mentioned details.
By Email:
[email protected]
Cook | LMIA Approved
Yokozuna
Okotoks - 166.85kmTourism & Restaurants Full-time
17
Learn More
Cleaner Part-time Job
Hospitality OkotoksJob Details
SUMMARY
For assigned facilities, the Cleaner is responsible for the provision of cleaning and related services under the general direction of the Team Leader.
KEY DUTIES & RESPONSIBILITIES
- Carries out responsibilities to meet Client/Tenant requirements and ensures that cleaning deficiencies are identified to the Team Leader for inclusion in the cleaning program
- Key activities include washing, dusting, emptying litter and recycling containers, operating cleaning equipment, changing light bulbs, and shovelling snow
- Secures assigned facilities after hours by locking doors, closing windows, turning on/off lights as required and resetting security systems as required
- Ensures compliance with corporate and legislated policies, procedures, practices and guidelines related to environmental, health and safety, and fire protection
- Represents BGIS in enhancing tenant and customer satisfaction and maintain positive relations
- May be required to work shifts, work on-call/standby and emergency call-out as required
- Other duties as assigned
EDUCATION, JOB-RELATED YEARS OF EXPERIENCE & QUALIFICATIONS
MINIMUM EDUCATION: High school education
JOB-RELATED EXPERIENCE: One year or less
KNOWLEDGE AND SKILLS
- Requires 1-year minimum experience in industrial/commercial facility cleaning operations
- Self-starter, willing to learn, able to work independently
- Team player
- Good verbal communication and writing skills
- Excellent interpersonal relationship skills
- Positive attitude toward all aspects of Environment, Health and Safety
- Knowledge of national and industry codes and standards such as WHMIS
Licenses and/or Professional Accreditation
- Must meet security clearance requirements, where applicable
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!
Cleaner
BGIS
Okotoks - 166.85kmHospitality Part-time
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Member Advice Specialist (Fixed-Term 18 months) - Clearbrook Branch Full-time Job
Customer Service CalgaryJob Details
When you visit a Coast branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, Setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn’t end there, Member Advice Specialists do two other very importing things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate.
This is a fixed-term position of 18 months.
Accountabilities
- Getting a natural high from delivering positive and unexpected customer experience through general retail banking
- Having fun engaging customers in the “Where You Are At Money Chat” to help your customer to save, grow, protect and improve their financial well-being
- Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements
- Proactively and creatively offer helpful solutions and alternatives to customer inquiries
- Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment
Skills & Qualifications
- We don’t need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services.
- Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities.
- You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more.
- Certificate in Investment Funds in Canada is a requirement.
- You really like building relationships with a wide variety of people and want to help them with simple financial help.
- You are a big fan of teamwork and demonstrate your team spirit every day.
- You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Member Advice Specialist (Fixed-Term 18 months) - Clearbrook Branch
Coast Capital Savings
Calgary - 196.23kmCustomer Service Full-time
56,300 - 67,600
Learn More
Financial Associate (Fixed-Term 12 months) Temporary Job
Financial Services CalgaryJob Details
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative support through the fulfillment of the Financial Planners day to day activities. (Calendar management, outbound calls connecting with all members for a consistent touch point) This role focuses on delivering a positive member experience through strong relationships and good service. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required.
What you’ll get to do:
- Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members.
- Resolve customer issues, concerns and/or problems promptly as required, taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail)
- Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.
- Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc.
- Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP.
- Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP
- In collaboration with the FP and Branch leadership will support a variety of processes and initiatives. May work on special projects, as required including assisting with technology service / maintenance of systems, will order supplies and business cards.
- As directed by the FP, process transactions to direct assets into suitable financial products based on the client’s risk/reward tolerances and demographic profile and documented planning/next steps
- Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes.
- Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times
- Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Support and sponsor local and organizational initiatives.
- Within area of accountability, in the Financial Planner's absence ensures continuity of member experience.
- Proactively build pipeline opportunities for FP to optimize during member meetings.
- Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable.
- Builds relationships to ensure contribution to the team as well as able to work independently if required.
- Understand and support Coast’s vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives.
Who are we looking for?
- 2+ Years of Related Experience in an investments capacity working with portfolios and associated requirements.
- IFIC/CSC - MFDA/IIROC license is Requird.
- Should have working knowledge of various quotation equipment and industry specific computer software
- Basic investment knowledge and a commitment to continuous learning
- Decision-maker and ability to prioritize multiple tasks and manage interruptions, to assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization.
- Organized and able to work independently when given overall goals and expectations
- Demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others
- Demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills.
- Makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions
- Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others
- Dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Financial Associate (Fixed-Term 12 months)
Coast Capital Savings
Calgary - 196.23kmFinancial Services Temporary
56,300 - 67,600
Learn More
Financial Associate (Fixed-Term 12 months) Temporary Job
Financial Services CalgaryJob Details
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative support through the fulfillment of the Financial Planners day to day activities. (Calendar management, outbound calls connecting with all members for a consistent touch point) This role focuses on delivering a positive member experience through strong relationships and good service. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required.
What you’ll get to do:
- Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members.
- Resolve customer issues, concerns and/or problems promptly as required, taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail)
- Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.
- Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc.
- Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP.
- Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP
- In collaboration with the FP and Branch leadership will support a variety of processes and initiatives. May work on special projects, as required including assisting with technology service / maintenance of systems, will order supplies and business cards.
- As directed by the FP, process transactions to direct assets into suitable financial products based on the client’s risk/reward tolerances and demographic profile and documented planning/next steps
- Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes.
- Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times
- Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Support and sponsor local and organizational initiatives.
- Within area of accountability, in the Financial Planner's absence ensures continuity of member experience.
- Proactively build pipeline opportunities for FP to optimize during member meetings.
- Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable.
- Builds relationships to ensure contribution to the team as well as able to work independently if required.
- Understand and support Coast’s vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives.
Who are we looking for?
- 2+ Years of Related Experience in an investments capacity working with portfolios and associated requirements.
- IFIC/CSC - MFDA/IIROC license is Requird.
- Should have working knowledge of various quotation equipment and industry specific computer software
- Basic investment knowledge and a commitment to continuous learning
- Decision-maker and ability to prioritize multiple tasks and manage interruptions, to assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization.
- Organized and able to work independently when given overall goals and expectations
- Demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others
- Demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills.
- Makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions
- Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others
- Dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Financial Associate (Fixed-Term 12 months)
Coast Capital Savings
Calgary - 196.23kmFinancial Services Temporary
56,300 - 67,600
Learn More
Financial Associate (Fixed-Term 12 months) Temporary Job
Financial Services CalgaryJob Details
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative support through the fulfillment of the Financial Planners day to day activities. (Calendar management, outbound calls connecting with all members for a consistent touch point) This role focuses on delivering a positive member experience through strong relationships and good service. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required.
What you’ll get to do:
- Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members.
- Resolve customer issues, concerns and/or problems promptly as required, taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail)
- Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.
- Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc.
- Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP.
- Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP
- In collaboration with the FP and Branch leadership will support a variety of processes and initiatives. May work on special projects, as required including assisting with technology service / maintenance of systems, will order supplies and business cards.
- As directed by the FP, process transactions to direct assets into suitable financial products based on the client’s risk/reward tolerances and demographic profile and documented planning/next steps
- Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes.
- Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times
- Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Support and sponsor local and organizational initiatives.
- Within area of accountability, in the Financial Planner's absence ensures continuity of member experience.
- Proactively build pipeline opportunities for FP to optimize during member meetings.
- Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable.
- Builds relationships to ensure contribution to the team as well as able to work independently if required.
- Understand and support Coast’s vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives.
Who are we looking for?
- 2+ Years of Related Experience in an investments capacity working with portfolios and associated requirements.
- IFIC/CSC - MFDA/IIROC license is Requird.
- Should have working knowledge of various quotation equipment and industry specific computer software
- Basic investment knowledge and a commitment to continuous learning
- Decision-maker and ability to prioritize multiple tasks and manage interruptions, to assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization.
- Organized and able to work independently when given overall goals and expectations
- Demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others
- Demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills.
- Makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions
- Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others
- Dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose
Why join Coast Capital Savings?
- Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
- Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
- A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
- Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
- Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
- Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
- Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
- Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
- An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
- We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
- Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Financial Associate (Fixed-Term 12 months)
Coast Capital Savings
Calgary - 196.23kmFinancial Services Temporary
56,300 - 67,600
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