All jobs within 50 km around Winnipeg

Overview

Overview

To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as ‘Investment Specialist’ under the Mobile Advice Team). Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture!

As an Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. 

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall. 

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

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

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners. 
• Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities. 

Do you have the skills that will enable you to succeed in this role? -We’d Love To Work With You If You Have:

• 3 years of experience in financial planning and investment sales. 
• You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). 
• You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. 
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs) 
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team. 
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment. 
• A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district. What’s in it for you? 
• An entrepreneurial culture with the freedom to develop your career. 
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them. 
• A compensation structure that rewards growing and maintaining your client base. • Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. 
• The ability to build long-lasting client relationships through exceptional advice and service. • Ability to provide an excellent client experience without going to the branch. 
• A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience. 
• A work culture that promotes diversity, respect, and inclusion. 

Other Information 

•    Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel. 

#financialplanner

Location(s):  Canada : Manitoba : Winnipeg 

Overview

Overview

Overview

Facility Location- Winnipeg  

Employee Type -  Regular Employee FT  Hourly 

Shift/Hours –  4x10 Monday to Friday; could be either overnight, evening or day shift

Rate of Pay - $29.38/hour

The Tenant Services Coordinator supports BGIS clients by coordinating the delivery of small-scale maintenance projects, workspace changes, design services and office services. This position is also responsible for coordinating the resolution of tenant issues related to the delivery of tenant service projects. They are also responsible for assembling the scope and specifications, tendering, financial administration and monitoring contractor performance for tenant service and base building projects.

KEY DUTIES & RESPONSIBILITIES

• Receive, process and validate service requests received by telephone, e-mail, and personal visits and maintain service call / work order tracking as required
• Co-ordinate BGIS and subcontracted forces to deliver required tenant services within the scope of the position
• Provide assistance and support to Facility Managers with respect to the delivery of small-scale tenant service projects by determining skills required, assisting with selection of contractors, monitoring performance, budget, quality control, and assigning work
• Review contract work, report any discrepancies to Facility Manager and request Purchase Orders
• Proper interpretation of client work processes, workplace culture and policies is essential for effective Tenant Services delivery
• Other duties as assigned

Knowledge & Skills

• High school completion plus a specialized technical or business course
• More than one year up to three years of job-related experience 
• Superior client management/customer service skills
• Effective Interpersonal skills, with an emphasis on communication (verbal/written)
• Knowledge of project delivery and tendering processes
• General knowledge of commercial building systems and/or construction
• Strong organizational, coordination and documentation skills with the ability to multi-task
• Ability to work independently
• Ability to interpret contracts, as required
• Proficiency with CAD will be considered an asset
• Specific experience and skill related to the assignment – facility management, churn, facility infrastructures, client industry sector, government sector, etc.
• Proficient with MS Office and email software

Overview

Overview

About AMRE Supply Inc

AMRE has been providing facility maintenance solutions across Canada for over 50 years, and with this experience we have built our business and services around the client’s needs. At AMRE, we believe in building partnerships with our clients, which allows us to customize flexible solutions to fit their way of doing business.

AMRE provides an environment where employees can take their skills, talents, experience and interests to the next level to grow professionally and build rewarding careers.

This is an excellent opportunity for an ambitious, career-oriented individual desirous of making an impact in a large evolving and successful global organization.

What’s in it for you?

• Full health care benefits starting day one.
• Career development and training opportunities
• Comprehensive benefits with premiums fully paid for by the company for the “Core” package.
• Life insurance, disability and wellness programs
• Retirement savings programs including RRSP and DC pension with up to 5.25% employer contribution
• Paid vacation and sick time and day off on your birthday!
• Bonus programs that include annual performance and profit sharing
• Employee discounts on top brands of plumbing and HVAC/R products
• Education reimbursement for employees
• Employee referral program
• Safety shoe reimbursement

What you will do:

• Responsible for transporting material to and from customer sites and other local locations.
• Obtain necessary shipping documentation related to the assigned route.
• Load items and orders into truck while adhering to a sometimes tight to delivery schedule.
• Coordinating and processing outgoing product
• Preparing and loading material in a timely manner to meet delivery deadlines and customer commitments
• Preparing pertinent documentation for shipment of goods
• Liaising with freight companies and inside/outside customers to determine shipping priorities
• Receiving all incoming shipments and authorizing for correctness of the product received
• Distributing product to correct area in the Warehouse in a timely manner
• Ensuring good housekeeping and safety procedures are maintained in shipping area
• Picking orders as required

What will you bring:

Valid license required.

• Clean driver’s abstract is required. (No traffic tickets, no points, and no “at-fault” accidents within the last 3 years)
• Basic computer skills. Knowledge of the AS400 system or High Jump (a warehouse management system) would be an asset
• Knowledge of industry products is an asset
• Dependable and reliable. Ability to take ownership and initiative.
• Excellent problem solving, interpersonal and communications skills
• High level of commitment to exceptional customer service
• Requires a self-motivated team player capable of managing multiple priorities in a rapidly changing environment.
• WHMIS and TDG certification would be an asset
• Able to lift a minimum of fifty (50lbs) pounds

Each resume submitted gets individually reviewed by our team and retained for 24 months if other new and exciting opportunities arise that match your skills and qualifications.

Please note: This position requires the result of a satisfactory criminal record check.  A record under the Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position.