346 Jobs Found
Carpenter-Joiner Full-time Job
General Category MontréalJob Details
Carpenters build, erect, install, maintain and repair structural framing of wood, particleboard, lightweight steel and other materials. They are employed by construction companies, carpentry contractors and plant maintenance departments, businesses and other establishments, or they may be self-employed.
MAIN DUTIES AND RESPONSIBILITIES
- Read, interpret and study plans, drawings and sketches to determine technical specifications and calculate material requirements.
- Prepare the layouts, using measuring tools, taking into account the requirements of the building codes.
- Measure, cut, shape and assemble elements made of wood, chipboard, light steel or other materials.
- Erect foundations, install floor beams, lay floor covering support, assemble pre-assembled framing and roofing elements.
- Adjust and install carpentry elements (such as: interior doors, moldings, shelves, storage spaces, wall coverings, wooden stairs, wooden floors and hardware, etc.).
- Build divisions and carry out the interior finishing of a building.
- Maintain, repair and renovate wooden dwellings and buildings in factories, mines, hospitals, industrial plants and other establishments.
- Install built-in furniture (such as: countertops, kitchen and bathroom cabinets, etc.).
- Prepare, if necessary, quotes for customers.
- Supervise the work of apprentices and day laborers, if applicable.
KNOWLEDGE AND SKILLS
- Basic geometric and mathematical knowledge is essential for the design and layout of frames. Computer skills are increasingly required to be able to use the software available in the field.
Professional Certificates and Approvals
- CCQ companion certificate Valid for Carpenter-Joiner
Carpenter-Joiner
BGIS
Montréal - 36.43kmGeneral Category Full-time
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Electrician Full-time Job
Maintenance & Repair MontréalJob Details
The electrician is responsible for performing preventative and corrective maintenance, routine and on-demand services on facility mechanical and electrical equipment and systems for the assigned facility. The electrician is also responsible for performing work in accordance with established processes and practices and for complying with internal and external requirements including but not limited to environmental, health and safety, fire protection.
At this position level:
- Performs preventative and corrective maintenance on facility mechanical and electrical equipment and systems
- Trades certification or license in one or more of the following - required:
- Journeyman level Electrician license (must be a member of the CCQ)
KEY DUTIES & RESPONSIBILITIES
Subject to legislative licensing requirements and company policy:
- Performs work in accordance to established processes and practices
- Complies with all internal and external requirements including but not limited to environmental, health and safety, fire protection
- Performs regular facility, facility mechanical and electrical equipment and systems monitoring and inspection, preventative and corrective maintenance to ensure facility uptime objectives are met, uninterrupted client operation and asset integrity of assigned facility are maintained
- Provides observations about facility, facility mechanical and electrical equipment and systems conditions and deficiencies and provides recommendations for enhancement and repair
- Monitors assigned facility by conducting facility walkthroughs, mechanical and electrical equipment and system monitoring and inspection
- Maintains, troubleshoots and repairs mechanical and electrical building systems and equipment
- Responds to routine and on-demand service requests and performs preventative and corrective maintenance on facility mechanical and electrical equipment and systems
- Records resolution data within service maintenance management database. Ensures work completed meets quality, contract response and all other requirements
- Receives, tracks, monitors and reports status of maintenance and repair work within service maintenance management database. Initiates documents to obtain formal approval of work required
- Assists in the implementation of preventative maintenance (PM) program. Ensures that deficiencies are identified, recorded and escalated, and that related documentations are maintained
- Participates in facility-related projects
- Ensures the manner in which work is performed is in compliance with corporate and legislated policies, procedures, practices and guidelines related to environmental, health and safety, fire protection and any other applicable requirements
- Maintains all assigned tools and arranges for repair and replacement where required
- Submits all expenditures on a timely basis
- Assists in enhancing tenant and customer satisfaction and maintaining positive relations through manner in which work is performed and services delivered
- Other duties as assigned
Work Requirements
- Must be able and willing to work shifts, be available for on-call/standby and emergency call-outs as they arise
- Must be willing to wear personal protective equipment
KNOWLEDGE & SKILLS
- More than 4 years of facility operations and maintenance work experience
- High school diploma plus trades training and certification or licensing
- Advanced ability to adhere and to properly execute processes and practices relating to facility operations and maintenance
- Advanced ability to maintain and repair mechanical and electrical building systems and equipment
- Advanced troubleshooting and resolution skills in order to determine and resolve building mechanical and electrical equipment and system issues
- Current knowledge of fire, life, safety and building codes and standards and ability to research and apply related codes and standards
- Possesses a strong environmental, health and safety mindset. Ability to perform work in a safe manner
- Strong client-service orientation along with a high sense of urgency
- Effective communication skills for the purpose of data relay, exchange, feedback, and clarification
Licenses and/or Professional Accreditation
- Trade certification or license in one or more of the following - required:
- Journeyman level Electrician license (Must be a member of the CCQ)
- Demonstrates an interest in completing, working towards or completed one or more of the following - preferred:
- Facilities Technician Certification
- Systems Maintenance Technician through Building Owners and Managers Institute (BOMI)
- Systems Maintenance Administrator through Building Owners and Managers Institute (BOMI)
- In addition:
- Valid drivers’ license
Electrician
BGIS
Montréal - 36.43kmMaintenance & Repair Full-time
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Warehouse Associate - Forklift Operator Part-time Job
General Category MontréalJob Details
On-site: Candidate will be working from our warehouse located at 7207, Henri-Bourassa West, Montreal, Quebec.
Work Schedule: Monday to Friday, 3.30pm to 8pm
Duties and Responsibilities:
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Arrange for pick-up of shipments, contact carriers for ETA, and coordinate schedule.
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Stage and coordinate outbound shipments.
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Safely operate various power equipment.
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Use RF Scanners to electronically scan barcodes.
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Conduct physical inventory or cycle counts daily, weekly and/or monthly based on SOP's.
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Encourage safe work practices in others, point out areas where safety training and enforcement is needed, and participate on Comprehensive Health & Safety Program (CHSP) committee.
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Ensure all equipment is in proper working order (e.g., counter balance/doors/docks/signal lights).
Education and Experience:
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Experience / Skill: Warehouse and forklift experience is preferred.
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Training available
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Bilingual (French and English) - International Trade Business
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Attention to details
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Adapt to change easily
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Fast paced environment
Warehouse Associate - Forklift Operator
UPS
Montréal - 36.43kmGeneral Category Part-time
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Regional Administrative Specialist, MD Financial Management Full-time Job
Administrative Jobs MontréalJob Details
Contribute to the overall success of the regional Client Administrative Services team by ensuring that individual objectives, initiatives and plans are executed and achieved in line with business strategies and team objectives. Ensure that all activities are carried out in compliance with governance regulations, internal policies and procedures.
Your contribution
- Under the supervision of the Regional Administration Director, provide administrative and operational support, in person and virtually, to help Financial Advisors and Portfolio Managers deliver excellent service to all MD clients.
- Promote a customer-centric culture, to deepen customer relationships and leverage relationships with the Bank and its systems and knowledge.
- Prepare and process client documents. Enter transactions requested by advisors and portfolio managers.
- Collaborate with a team of advisors, as well as the rest of the regional administrative team.
- Maintain customer contact database and ensure all notes and information are recorded correctly.
- Assist in scheduling appointments and preparing documents for client meetings. Respond to urgent requests from advisors during client meetings, prepare messages to clients and ensure that all inquiries from current and potential clients regarding MD products and services are answered quickly and efficiently.
- Manage a tracking system for requests and issues to ensure everything is resolved promptly according to MD service standards.
- Provide support and participate in researching and resolving customer issues. Contribute to special projects, when required.
- Ensure the efficient execution of monthly compliance tasks, such as compliance logs and follow-up of non-compliant documents.
- Liaise with accountants and third parties to provide tax slips and statements when required.
- Perform general administrative tasks and provide relief at reception when necessary.
- Understand Scotiabank's risk culture and risk appetite and reflect this in day-to-day operations and decisions.
- Actively, effectively and efficiently work in his/her field, in accordance with Scotiabank's values, Code of Ethics and Sales Guiding Principles, while ensuring the adequacy, compliance and effectiveness of day-to-day business controls to ensure the company meets its operational, compliance, anti-money laundering and counter-terrorist financing and ethics risk obligations.
- Promoting a productive and inclusive work environment
MD's expectations
- You are committed to delivering an exceptional customer experience. You use your ability to quickly understand the customer's perspective to provide relevant and accurate responses to a wide variety of requests.
- You handle requests promptly because what's important to your customers is important to you. You get the job done quickly and well.
- You are able to work independently, but also collaborate within a team.
- You are open-minded and thrive in a diverse environment where priorities are constantly changing and sometimes conflict.
- You are familiar with the principles of organizational effectiveness. You pay close attention to details and follow up as necessary by adopting a results-oriented vision .
Training and experience
- College diploma in business administration, commerce or equivalent.
- Knowledge of the financial services industry and the rules governing estates, trusts, RESPs, RDSPs, TFSAs, RRSPs/RRIFs, TFSAs and non-registered investments and applicable related tax issues.
- Proficiency in Microsoft Office software.
- Functional knowledge of MRCC 2.
Why MD?
- We strongly encourage work-life balance and give you the flexibility and tools to achieve it.
- We believe that a diverse and inclusive work environment promotes employee happiness and productivity.
- We know how important benefits programs are in supporting the mental and physical health of employees and their families.
- We know that financial security is important to you and we want to contribute to this by offering you competitive salaries, performance bonuses, a defined contribution pension plan and a stock purchase program for our employees.
- We know it’s important to take a break, so we offer a generous paid vacation program that increases as you progress through your career at MD. Our collaborative work environment allows you to take a vacation with peace of mind, without having to worry about your clients.
- Through our partnership with Scotiabank, we can offer you great banking solutions to keep more money in your pocket. You'll have access to a wide range of banking services, credit cards, mortgage solutions, auto and home insurance and discounts.
- We love discounts. Through the WorkPerks program, MD staff have access to thousands of discounts across Canada.
“In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”
Regional Administrative Specialist, MD Financial Management
Scotiabank
Montréal - 36.43kmAdministrative Jobs Full-time
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Workplace Experience Coordinator Full-time Job
Human Resources MontréalJob Details
- First point of contact for all those entering the facility. Greet them with a friendly and welcoming demeanor. Issue visitor and parking passes and follow security protocols.
- Make a memorable first impression by answering the telephone in a professional manner. Create presentations and speak to various-sized groups.
- Arrange and confirm recreational, dining, and business activities on behalf of the requestor.
- Manage janitorial or maintenance work orders as needed. Coordinate and execute workplace services including mail, office supply services, and onboarding.
- Acknowledge inquiries or complaints from employees, guests, and co-workers. Provide solutions in a professional customer service-driven manner.
- Organize and manage on-site events. This includes securing event space, set up and tear down of the room, and delivery of supplies.
- Follow property-specific security and emergency procedures. Notify appropriate parties to ensure the safety of all individuals in the building.
- Coordinate with vendors who supply services or goods to the workplace.
- Explain detailed and/or complicated information within the team. Follow specific directions as given by the manager.
- Impact through clearly defined duties, and methods and tasks are described in detail. Use existing procedures to solve straightforward problems while having a limited opportunity to exercise discretion.
- Applicants must be currently authorized to work in Canada without the need for a visa sponsorship, either now or in the future.
- High school diploma or GED with up to 2 years of work experience.
- Ability to follow basic work routines and standards in the application of work.
- Communication skills to exchange simple information.
- Working knowledge of Microsoft Office products. Examples: Word, Excel, Outlook, etc.
- Strong organizational skills and a curious mindset.
- Applicants must be currently authorized to work in Canada without the need for visa sponsorship now or in the future
- High School Diploma or GED with up to 2 years of job-related experience.
- Ability to follow basic work routines and standards in the application of work.
- Communication skills to exchange straightforward information.
- Working knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
- Strong organizational skills with an inquisitive mindset.
Workplace Experience Coordinator
CBRE
Montréal - 36.43kmHuman Resources Full-time
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Security Agent Full-time Job
Security & Safety MontréalJob Details
The security officer is positioned at the reception of the site offices. He performs administrative tasks while ensuring security officer responsibilities in order to guarantee the security of the premises.
Working hours
- Monday to Friday, 8:00 a.m. to 5:00 p.m., with some additional Fridays.
- Permanent position 40 hours per week
- Hours Various
Job Description
- Positioned at the reception of the site offices, providing initial contact with employees and customers.
- Administrative tasks, such as Purolator and various orders requested by the customer.
- Receiving calls and transferring them to different departments.
- Floor and camera surveillance.
- Access control (visitors, maintenance, employees).
- Patrols on the site
- Daily checks and inventory of first aid kit.
- Registration of new employees' contact details in the security system and printing of access cards.
- Additional administrative tasks to ensure the security of the premises.
Note: Specific duties may vary and be documented separately. Employee may not be required to perform all duties listed. Additional duties may be assigned and duties modified as business needs dictate.
Job Requirements
- Valid security guard license (BSP).
- Valid first aid certificate (CPR).
- Bilingualism - French and English.
- Computer skills.
- Good physical condition to carry out patrols.
- Excellent verbal and written communication skills.
- Customer service oriented with a friendly and professional approach.
#AF-Quebec
Security Agent
Securitas Canada
Montréal - 36.43kmSecurity & Safety Full-time
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Driver, truck Full-time Job
Transportation & Logistics MontréalJob Details
Overview
Languages
French
Education
- No degree, certificate or diploma
Experience
Experience an asset
On the road
Work locations may vary. Frequent or constant travel is required from the employee.
Responsibilities
Tasks
- Plan or adjust routes based on changing conditions, using computer equipment, global positioning systems (GPS) equipment, or other navigation devices, to minimize fuel consumption and carbon emissions
- Professionalism in customer service
- Drive as part of a two-person team or convoy
- Load and unload goods
- Oversee condition of vehicle and inspect tires, lights, brakes, cold storage and other equipment
- Perform emergency roadside repairs
- Record cargo information, hours of service, distance travelled and fuel consumption
Credentials
Certificates, licences, memberships, and courses
- Class 5/5F/G Licence (cars, small trucks and other 2-axle vehicles)
- Transportation of Dangerous Goods (TDG) Certificate
Experience and specialization
Documentation knowledge
- Driver logbook
- Inspection report (pre-trip, en-route, post-trip)
- Maintenance and repair reports
Transportation/travel experience
- Local
- Regional
Additional information
Transportation/travel information
- Valid driver's licence
Work conditions and physical capabilities
- Handling heavy loads
- Overtime required
Weight handling
- Up to 23 kg (50 lbs)
- More than 45 kg (100 lbs)
Own tools/equipment
- Cellular phone
- Steel-toed safety boots
Personal suitability
- Reliability
- Punctuality
Benefits
Financial benefits
- Gasoline paid
Other benefits
- Paid time off (volunteering or personal days)
- Parking available
How to apply
By email
Driver, truck
Kouraim Express
Montréal - 36.43kmTransportation & Logistics Full-time
20 - 25
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Internal communications advisor Full-time Job
Marketing & Communication MontréalJob Details
Does this speak to you? Would you like to put your passion to good use and join the corporate communications team as an Internal Communications Advisor ?
Concretely, what will your days look like ?
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Support the team in the development and implementation of internal communications plans and strategies .
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Write, edit and distribute clear and concise communications to team members.
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Manage internal channels (intranet, newsletter, Viva Engage) and ensure the quality and relevance of content .
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Support the planning and execution of internal corporate events that stimulate employee engagement ( holiday evening, recognition program, team meetings , etc.)
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Collaborate on the creation of various content for internal meetings.
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Prepare documents of all kinds (plans, presentations, key messages, etc.) .
What do you need to be an Internal Communications Advisor with us ?
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Have a bachelor's degree in communications or any other discipline relevant to the position .
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Have 3 years of relevant experience in internal communications and employee engagement, ideally in a corporate environment .
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Have strong organizational skills.
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Be able to manage multiple priorities simultaneously .
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Be autonomous , creative and able to work in a constantly changing environment .
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Demonstrate strong writing skills.
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Have a good sense of judgment and good ability to summarize and organize.
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Be able to travel occasionally to the company's various sites.
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Demonstrate strong ability to develop and maintain positive and lasting relationships with colleagues .
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Have solid knowledge of the MS Office suite.
Benefits that make a real difference:
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A group insurance program paid in part by the employer (drug, dental, travel, life, disability insurance, etc.) including a $500 health account;
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A bonus system to highlight and reward your work;
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A generous holiday policy;
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5 days of paid mobile leave upon your arrival at your post;
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Access to an employee and family assistance program (PAEF);
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A telemedicine service;
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An annual allowance of $200 for your sports and cultural activities;
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A day of paid leave during your move and for volunteering;
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Several discounts used so that you can carry out your real estate projects with complete confidence and at lower costs.
And we don't stop there, because we really care about you:
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A hybrid and flexible teleworking formula ;
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An integration process to quickly familiarize you with your work environment and our services;
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A work environment that prioritizes both your professional development and your personal growth;
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A social club that ensures your daily life with us is pleasant and stimulating;
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Collaborative teamwork where your wildest ideas are welcomed and even encouraged.
Internal communications advisor
EspaceProprio
Montréal - 36.43kmMarketing & Communication Full-time
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Residential Sales Representative (Montreal) - Part time Part-time Job
Real Estate MontréalJob Details
To achieve this, we have developed a corporate culture that truly puts the employee at the heart of its priorities.
DuProprio is currently looking for a part-time Residential Sales Representative in the Montreal area.
Does this speak to you? Do you want to join a team that has been revolutionizing the world of real estate since 1997?
Concretely, what will your days look like?
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Represent EspaceProprio ( DuProprio) in different marketing events;
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Visit our clients to explain how the tools and support services available to them work ;
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Guide customers in choosing their DuProprio package ;
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Take interior and exterior photos of properties (including 3D virtual tours if necessary );
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Ensure revenue growth by achieving various business objectives;
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Manage emails, orders, customer files, calls, training, etc.
What do you need to be a Residential Sales Representative with us?
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Love customer service and sales;
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Have an ease in handling new technologies;
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Have a valid driving license and a car;
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Reside in the Montreal region ;
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Be available 2 to 3 days per week, including weekends ;
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Possess excellent interpersonal skills;
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Have an attention to detail;
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Have experience in sales/representation;
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Have knowledge of real estate or a field related to housing;
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Be in good physical condition (walking, carrying equipment, weather conditions);
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Enjoy working in a team (collaboration with peers );
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Demonstrate autonomy;
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Operate effectively in changing environments.
Benefits that make a real difference
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A group insurance program paid in part by the employer (drug, dental, travel, life, disability insurance, etc.) including a $500 health account;
-
Paid mobile leave days upon starting your job;
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Access to an employee and family assistance program (PAEF );
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A telemedicine service ;
-
An annual allowance of $200 for your sports and cultural activities;
-
A day of paid leave during your move and for volunteering;
-
Several discounts used so that you can carry out your real estate projects with complete confidence and at lower costs.
And we don't stop there, because we really care about you.
-
An integration process to quickly familiarize you with your work environment and our services;
-
A work environment that prioritizes both your professional development and your personal growth;
-
A social club that ensures your daily life with us is pleasant and stimulating.
EspaceProprio is an independent subsidiary of the Desjardins Group, which works exclusively in the field of housing and ensures the integration, coordination and support of the various companies acquired by Desjardins, such as DuProprio, RénoAssistance and Confia.
#LBDP
#LI-Onsite
Residential Sales Representative (Montreal) - Part time
EspaceProprio
Montréal - 36.43kmReal Estate Part-time
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Bilingual Administrative Coordinator Full-time Job
Administrative Jobs MontréalJob Details
What is the opportunity?
RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner – High Net Worth Planning Services Specialists to enable them to focus on providing superior client service.
What will you do?
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Oversee the efficiency of day-to-day operations
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Fulfill administrative duties: Printing, packaging ,and mailing of client reports
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Manage specialist calendars and meeting materials
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Complete monthly expense reports
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Maintain and order equipment and supplies
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Manage files and records, and complete travel arrangements
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Assist with preparations for business seminars and special events
What do you need to succeed?
Must have:
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A minimum of two years of experience in a similar position in the financial industry
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Strong working knowledge of Microsoft Office
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Effective written, verbal and electronic communication skills
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Self-motivated and able to work with minimal supervision
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Ability to work effectively with others and be perceived as a team player
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Ability to work under pressure to meet deadlines
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Good attention to detail and Strong time management skills
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Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.
Nice to have:
-
IFIC
-
CSC
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:
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A world-class training program in financial services
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Work in a dynamic, collaborative, progressive, and high-performing team
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Opportunities to take on progressively greater accountabilities
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Ability to make a difference and lasting impact
Job Skills
Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software
Additional Job Details
Address:
1 PLACE VILLE MARIE:MONTRÉAL
City:
MONTRÉAL
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-07-17
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Bilingual Administrative Coordinator
Royal Bank Of Canada
Montréal - 36.43kmAdministrative Jobs Full-time
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Administration Assistant Full-time Job
Administrative Jobs MontréalJob Details
Application Deadline:
02/28/2025
Address:
1501 McGill College Avenue
***This job posting is intented for future hiring in 2025***
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.
- Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
- Assists the advisory team in preparing for client meetings, including scheduling appointments.
- Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
- Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
- Maintains and organizes client database and client files.
- Ensures transactions and tasks are appropriately assigned to team members and completed.
- Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
- Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
- Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
- Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
- Maintains the confidentiality of client and Bank information.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Bilingualism French and English.
- Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
- Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
- Familiarity with technology applications and software used in the financial planning and investment industry.
- Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
- Successful completion of 30-day BMO NB Investment Representative Licensing Program.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Please note the base salary for this specific position in Montreal is $ 40,000.00 and this role may be eligible to receive a monthly discretionary bonus.
You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
Salary:
$32 700,00 - $48 600,00
Administration Assistant
BMO Canada
Montréal - 36.43kmAdministrative Jobs Full-time
32,700 - 48,600
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Healthcare & Professional Specialist Full-time Job
Medical & Healthcare MontréalJob Details
The Healthcare and Professional Specialist is part of a national team responsible for leveraging their expertise for the profitable growth of new high value customers, healthcare and professional customers. He/she acquires new healthcare and professional customer relationships through involvement in industry events and relationships with local Professionals, COI’s serving the segment, Scotiabank Partners and Professional Associations with a footprint in the local market, while retaining and expanding existing ones, as well as from Retail and other internal partners. He/she is responsible for meeting assigned targets, which include asset, deposit and revenue growth and business development activities, retention and referral goals as well as other objectives related to customer service, operational effectiveness and personal development.
What you will be doing...
- Manage and grow a business banking portfolio of existing and new high value healthcare and professional customers, Centers of Influence and professional associations with the purpose of achieving significant growth, retention and other targets while meeting the Bank's Service Standards by:
- Developing and maintaining knowledge of assigned healthcare and professional customers including the nature and progress of their business, their financial position, and the terms and conditions of financial services used
- Providing specialized healthcare and professional customers expertise and business/finance advice which increases the business owner's ability to succeed in their business
- Developing and maintaining business relationships with Centres of Influence (COI) including influential customers, internal and external referral sources
- Responding to requests for service, instructing and guiding customers in service use and confirming their satisfaction with the service
- Taking steps to recover customer relationships, when required
- Acquire new healthcare and professional business owner relationships and expand existing ones to achieve, or assist partners in achieving, sales and other goals by:
- Planning and completing relationship building activities which create sales opportunities and/or provide value to customers, developing and maintaining an awareness of events, trends and practices in the healthcare and professionals markets
- Identifying prospects using multiple channels including asking for referrals from existing customers, collaboration with Scotiabank partners and COIs, developing a network of community business contacts and participating in marketing/educational seminars
- Discovering business and personal banking needs/preferences on both sides of the customer's balance sheet
- Proactively collaborating with Branch Managers and Wealth Management Consultants to ensure a Total Solutions approach (business and personal lending, payments and investments), is provided to each new and existing healthcare and professional customer
- Assisting and advising Scotiabank partners (Branch Managers, SBAs and FAs) in marketing, structuring and closing certain healthcare and professional deals with existing Branch customers
- Responding to requests for business banking solutions by collecting relevant information, processing the requests, and conducting due diligence as applicable
- Negotiating compensation for financial products and services, as applicable and in accordance with Bank policy
- Informing the customer of what to expect and when the service is set up for their use, providing necessary set up instructions where appropriate, and ensuring the set up occurs according to plan
- Manage an assigned credit portfolio at an acceptable level of risk by:
- Working closely with the SPP Solutions Managers/ACE when processing deals
- Leveraging experience & consulting with Regional SPP Specialists, as required
- Completing credit reviews in a timely and sufficiently detailed fashion
- Authorizing, renewing or declining customer requests within standard Bank policies and authorized limits, forwarding others as per established processes
- Preparing and/or ensuring all documentation is properly completed
- Ensuring accounts adhere to the conditions of authorization
- Identifying and resolving deviations from the conditions of authorization
- Identifying deteriorating and/or unsatisfactory trends affecting the loan portfolio, seizing opportunities to reduce risk and loss
- Contribute to Specialty Business Banking’s overall financial and non-financial objectives by:
- Developing an understanding of the branch financial and non-financial goals and how to contribute to them
- Negotiating aggressive yet achievable financial and non-financial goals
- Participating in team meetings, skill-building sessions and one-on-one coaching sessions
- Adhering strictly to Bank and Branch security procedures and assigned authorities and responsibilities, and reporting any unusual occurrences or fraudulent activity to your supervisor as soon as you become aware of it.
- Adhering to and ensuring compliance with regulatory activities and guidelines including Privacy, Anti- Money Laundering/Anti-Terrorist Financing, FCAD, Know Your Customer, CDIC, Occupational Health & Safety
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Champions a high performance environment and contributes to an inclusive work environment.
What you need to succeed...
- At least 2 years of experience in corporate banking and relationship management.
- Basic university/college courses in accounting, finance, business law, and economics, or equivalent work experience
- Expert knowledge of the features and benefits of Small Business products and services, selling approach, selling tools and calculators
- Expert knowledge of the specialist’s marketplace, proven expertise in the healthcare and professional segment within that marketplace
- Expert knowledge of the applicable software and technology platforms for Small Business including the supporting systems such as the ACE and GRM, Sales Builder, Intralink etc.
- Thorough knowledge of applicable risk management policies and processes
- Thorough knowledge of legal and security documentation for small business products
- Thorough and proven knowledge of interviewing, solicitation, marketing and business development techniques
- Thorough knowledge of applicable branch procedures, processes and workflows
- Thorough knowledge of small business legal structures, life cycles and owner characteristics
- Thorough knowledge of business financial statements, especially the healthcare and professional segments
- Working knowledge of the features and benefits of retail products and services
- Working knowledge of other business line/partner offerings (ie. Wealth Management, Commercial Banking, MD Financial, Enterprise Solutions)
- Working knowledge of competitor offerings and alternate sources of financing
- Working knowledge of economic conditions and political events affecting businesses, especially in the professional/ healthcare segment
- The ability to build and maintain key relationships is essential, along with the ability to influence and persuade others. The incumbent must possess tactical planning, implementation and organization skills. A high degree of flexibility is required to adapt to a wide variety of tasks and functions.
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.
Healthcare & Professional Specialist
Scotiabank
Montréal - 36.43kmMedical & Healthcare Full-time
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