TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.

Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

In addition, you will:

• Prepare documentation and provide updates to IAs in preparation for client meetings
• Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
• Accept/create leads and ensure correct referral coding administration
• Submit marketing pieces for approval, compile client information packages, maintain marketing materials and "Marketing Express" mail-outs
• Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials
• Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
• Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion
• Adhere to all policies and procedures and maintain a culture and operation of risk management
• Use insights to continually improve individual and team performance for clients
• Participate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activities

Job Requirements

• Undergraduate degree or community college diploma preferred
• Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months. 
• Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor.

What will you do?

• Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
• Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
• Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to work as one RBC team
• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

What do you need to succeed?

Must-have

• Goal-oriented individual with a demonstrated passion for putting clients first.
• Drive and self-motivation, as well as excellent communication skills and emotional intelligence
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Personal flexibility to work flex hours
• Eagerness to learn and determination to succeed

• Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial, service or retail industry
• Mutual Funds accreditation

Is this job right for you? Check out our video and decide for yourself!

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• A world-class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

180 KING ST W:KITCHENER

KITCHENER

Canada

15

Part time

PERSONAL & COMMERCIAL BANKING

Regular

Salaried

2025-03-20

2025-03-26

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor.

What will you do?

• Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
• Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
• Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to work as one RBC team
• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

What do you need to succeed?

Must-have

• Goal-oriented individual with a demonstrated passion for putting clients first.
• Drive and self-motivation, as well as excellent communication skills and emotional intelligence
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Personal flexibility to work flex hours
• Eagerness to learn and determination to succeed

• Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial, service or retail industry
• Mutual Funds accreditation

Is this job right for you? Check out our video and decide for yourself!

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• A world-class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

304 DUNDAS ST E:HAMILTON

HAMILTON

Canada

0

Part time

PERSONAL & COMMERCIAL BANKING

Casual

Salaried

2025-03-20

2025-03-26

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Customer Experience Associate - Vancouver Main Branch (30 Hours/Week)

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

3291 Lake Thomas Drive, Fall River, NS B2T 1J5, Canada  R491912

As a Customer Service Representative, you will enjoy:  

• Flexible schedules

• Large, stable employer

• Opportunities for fast career advancement

• Task variety

• Weekly pay

• Night shift premium

• Employee discount

• Scholarship program

• Years of service Recognition program

• Supporting temporary workers through PNP (some conditions may apply)
   

Your key responsibilities:

You will greet customers, run the cash register, make purchase suggestions and sometimes work with our food program. There is never a dull moment as you will be working around the store (inside and out) in many different areas to help maintain our high standards for store appearance and provide fast and friendly service to our customers.

You will interact with many customers daily, all while working in a fun, energetic environment accomplishing daily tasks around the store!
 

What we are looking for:

• Customer service

• Communication and friendly conversation

• Performing at a quick pace while having fun

• Working as part of a team to accomplish daily goals

• Coming up with great ideas to solve problems

• Thinking quickly and offering suggestions

Great to have:

• Customer service experience

• Motivation to advance in your career!

• Willingness to learn and have fun!

Store 6002135: 5 Route 170, St-Stephen, New Brunswick E3L 2Y7

As a Customer Service Representative, you will enjoy:  

• Flexible schedules

• Large, stable employer

• Opportunities for fast career advancement

• Task variety

• Weekly pay

• Night shift premium

• Employee discount

• Scholarship program

• Years of service Recognition program

• Supporting temporary workers through PNP (some conditions may apply)
   

Your key responsibilities:

You will greet customers, run the cash register, make purchase suggestions and sometimes work with our food program. There is never a dull moment as you will be working around the store (inside and out) in many different areas to help maintain our high standards for store appearance and provide fast and friendly service to our customers.

You will interact with many customers daily, all while working in a fun, energetic environment accomplishing daily tasks around the store!
 

What we are looking for:

• Customer service

• Communication and friendly conversation

• Performing at a quick pace while having fun

• Working as part of a team to accomplish daily goals

• Coming up with great ideas to solve problems

• Thinking quickly and offering suggestions

Great to have:

• Customer service experience

• Motivation to advance in your career!

• Willingness to learn and have fun!

Customer Experience Associate - St Thomas (18.75 hours/weekly)

Location(s):  Canada : Ontario : St. Thomas 

Our Montreal team is currently seeking  Customer Experience Agents  to support operations. Customer Experience Agents play an important role in taking customer orders (by phone) as well as in selling and promoting our products. 

Job characteristics  :

• Day shift, 7:30 a.m. to 4:30 p.m.
• Full-time/temporary position (12 months – renewable)
• 111, Robert-Bourassa, Montreal
• Work Monday to Friday
• Three-day hybrid work model in the office.
• Work week between 32 and 40 hours, hours vary according to business needs
• Starting salary at $22.86/h
• Possibility of applying for a permanent position following a 9-month probationary period and upon achievement of objectives and according to business needs.

Responsibilities  :

• Seize all sales opportunities in your territory and with your customers;
• Sell the various promotional plans and promote new products according to the company's strategies and established objectives;
• Ensure adequate distribution of products, by brand and packaging, to all licensees, in accordance with established objectives;
• Take and manage customer inventories, bringing them to an ideal level, taking into account sales opportunities that arise;
• Communicate regularly with sales representatives, the distribution team and the territory credit officer in order to manage operational issues and delight the customer;
• Prepare for each call by taking into account the sales plans currently in place and considering the profile of your customers;
• Provide the necessary support to your work colleagues according to the need and workload. 

Qualifications:

• You have a secondary school diploma (DES);
• You are bilingual (French and English);
• You are proficient in the Microsoft Office suite – particularly Excel;
• You have 1 to 3 years of experience in sales or customer service;
• You are available to work a daytime schedule from Monday to Friday;
• You are good at communications and interpersonal relationships;
• You are results-oriented and demonstrate perseverance and adaptability;
• You are a good listener and able to provide creative solutions to meet customer needs;
• You possess good judgment and are able to adapt to changing circumstances in a dynamic environment;
• You have good problem-solving skills and know how to use creativity;
• You demonstrate the Molson Coors success factors: Achieving results, being an agent of change, acting as a leader, delighting consumers and customers, challenging the status quo as well as contributing to teamwork and building relationships. 

Job Perks You Should Know: 

• Flexible work programs that promote work-life balance, including a 3-day hybrid work model in the office 

• We care about our people and our planet and have challenged ourselves with ambitious goals surrounding our core priorities. 

• We care about our communities and do our part to make meaningful contributions – from charitable donations to taking to the streets together to build parks, giving back is part of our culture and who we are. 

• Participation in a variety of business resource groups, which can offer volunteer opportunities, leadership experience, and organization-wide networking 

• Ability to grow and develop your career through our Premier Choice learning opportunities 

• On-site pub, access to trendy designer clothing and accessories and great featured events, not forgetting, of course… free beer and drinks! 

• Work within a dynamic and innovative company, meet passionate colleagues and partners with varied experiences and backgrounds

Location(s):  Canada : Ontario : New Liskeard