All jobs within 50 km around Aldergrove in Financial Services

The Account Manager is responsible to work on opportunities across North America, representing the business to all levels of decision makers within the accounts.

The purpose of this role is to solution sell the full scope of services to new customers with the key deliverables achieving assigned revenue objectives and enabling maximum revenue growth.

How You'll Help:

• Sells into accounts, services new accounts, and manages an existing client base. 
• Acts proactively to create opportunities for new business with existing accounts. 
• Builds relationships with potential new and existing accounts to grow & retain business in Canada and the US. 
• Generates sales leads by networking, cold-calling prospects and building relationships as part of a coordinated sales strategy. 
• Creates sales strategies by gathering market information, analyzing opportunities and documenting sales methodology. 
• Prepares presentations and delivers to prospective clients. 
• Maintains accurate customer files. 
• Works with operations to address issues with scheduled shipments. 
• Other related duties as may be required. 

Your Skills & Experience:

• Minimum of secondary education
• Post-secondary education in business administration or related field, an asset
• A suitable combination of education and experience may be considered
• Previous transportation or operational experience is preferred; various roles within transportation would be beneficial. 
• A minimum of 1-2 years’ experience in telesales, sales support/customer service or business-to-business sales. 
• A solid network and client base to call upon is preferred.
• Strong interpersonal skills and a desire to resolve problems in a timely fashion. 
• Considerable tact, courtesy and diplomacy are required when dealing with customers, either existing or new. Problem solving demands require immediate action, to ensure the consistent application of strategies for growth. 
• Excellent communication and negotiation skills. 
• Proven experience in freight brokerage sales, with a desire to grow professionally. 
• Computer skills in Microsoft Office, Windows environment are key to succeeding in this role. 
• Out-going "Hunter" personality. 
• Demonstrated customer relationship skills. 
• Able to work deadlines in high transactional environment. 
• Ability to champion business needs in a collaborative manner to colleagues. 
• Results focused. 

Location(s): Help Headquarters 

Job Type: Full Time 

myWork Options: In-person, Hybrid

Background Screening Requirement: 

• Enhanced Criminal Record Check
• Credit Check
• Employment Verification
• References

What’s the job?

As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members.  You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.  

What you’ll get to do:

• Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives;
• Leverage financial planning tools to prepare customized and effective presentations; acquire new business from both existing members and prospects;
• Lead with advice, counselling members on investment strategies and other financial decisions;
• Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs;
• Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.;
• Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines;

Who are we looking for?

Self-motivated and a keen listener, you enjoy building and developing close client relationships; you are adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome.

Key skills required:

• 3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience;
• CFP designation required;
• TEP and/or CPA designation are an asset;
• Eligible to be registered with the BC Securities commission to sell mutual funds;
• Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH);
• Familiarity with financial planning software, Morningstar & Salesforce programs;
• Demonstrated sales skills with an ability to self-source business as well as referral business;
• Advanced knowledge of a variety of investment products;
• Solid knowledge with life insurance products and administration.

Weekend Availability Required: Saturdays and Sundays

PepsiCo’s mission is to create smiles with every sip and every bite. We are committed to bringing our beloved consumer brands to market while doing good for the planet and our communities. Our success lies in our people. We offer our employees opportunities to make a meaningful impact, gain new skills and build successful careers in a diverse and inclusive workplace. Bring your unique perspective. Bring curiosity. Bring ingenuity. Bring drive. Because what makes you unique, makes us better. 

Responsibilities

About You

You’re ambitious and hard-working and see every challenge as an opportunity. You pride yourself on being motivated, strong and a team player, and you have strong organizational skills. You want a job that will maximize your earning potential as well as open doors for the future and prefer to be out in the world rolling up your sleeves than behind a desk all day. 

Your experience may include customer service. This is a great role for students in all kinds of programs. It’s also a great fit for people who work successfully with a high degree of independence and have experience dealing with people. 

In this role you will help us get our famous brands to the people who love themacrossCanada.Here’swhatyou’llbe doing:

• Merchandising Pepsi products into store shelving, racks, coolers and displays using manual or powered equipment 

• Supporting execution of store promotions by ensuring all shelves are filled and promotional materials are maximized  

• Working collaboratively with the Account Sales Representatives and Delivery teams to provide top quality servicing of all Pepsi accounts 

• Maintaining back-room stock in neat and orderly condition 

• Rotating out expired products to ensure freshness of Pepsi products 

Qualifications

• You have a High School Diploma, Professional Studies Diploma or Equivalence 

• You hold a valid Drivers License and have access to your own vehicle 

• You’re physically fit (lifting large items up to 50 lbs. is part of the job) 

• You enjoy working independently and are self-motivated 

• You have excellent time management skills  

Additionalskills you may have (notrequired, these are assets)

• Prior merchandising or customer service experience 

• Previous grocery store experience  

What you can expect from us: 

• A working environment that puts health and safety first 

• $22.35 per hour with full-time hours and overtime opportunities 

• Great people and culture – proudly bring your whole self to work!  

• Future opportunities. We are one of Canada’s top 10 employers of youth. Ask us more in your interview! 

We are currently looking for a Commercial Account Manager to join our team in our Burnaby office. You will collaborate with Account Producer(s)/Marketer(s) regarding the client needs and recommend solutions with respect to placement, terms, and conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. Wilson M. Beck Insurance Services Inc. is one of the largest privately held construction brokerages in Western Canada. WMB has dedicated teams focused exclusively on insurance, surety, warranty, and risk management services. We have strategically positioned ourselves into what we consider the four corners of BC. Since 1981 we have grown to employ over 300 people in 10 geographic locations: Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario.

When you join the Wilson M. Beck family you work with a team full of diverse knowledge and experience. At Wilson M. Beck, our employees are the foundation of our organization. Together, through our commitment and passion for our clients, we have built our reputation as a respected industry leader in insurance services. Our strength is our people and their expertise – We Care. We Help.

What You’ll Do:

• You will maintain maximum retention of the existing book of business by providing exceptional client service.
• You will be organizing and attending internal renewal strategy meetings.
• You will attend external client meetings as required.
• You will respond promptly to client emails and telephone calls.
• You will prepare all client services documents (i.e., Renewal Summaries, Proposals, Underwriting Submissions).
• You will maintain monthly expiry lists including following up on project expiries.
• You will monitor abeyances for outstanding information.
• You will update spreadsheets such as Statement of Values and Contractors Equipment.
• You will write correspondence and send documents to clients (using company templates).
• You will be the liaison with marketing on placements, renewals, and midterm policy changes.
• You will handle the complete brokering process on small mid-size policies within the book.
• You will review leases and contract documents and provide coverage advice to clients.
• You will provide bid costing for clients prior to tender closings and recommend appropriate coverage.
• You will complete certificate requests.
• You will recommend additional coverage to clients (using coverage checklist).
• You will quote and issue premium finance contracts as requested.
• You will follow up on accounts receivable.
• You will follow corporate policies and procedures.
• You will maintain continuing education credits for licensing.
• Other miscellaneous duties and special projects as required.

Who You Are:

• You have a Level 2 Insurance License.
• You have a minimum of 3 to 5 years’ Commercial Lines experience; construction experience is an asset.
• CAIB, CIP, FCIP or CRM designation would be considered an asset along with university and/or College education.
• You are a self-starter, who is highly organized with exceptional attention to detail.
• You have excellent verbal and written communication skills.
• You have Intermediate computer skills including Microsoft Office Suite and Applied Epic.
• You have a friendly professional demeanor with a good sense of business acumen.
• You have a natural ability to thrive in a team environment and work well with others.
• You are driven to success and can represent our brand and your own cohesively and confidentially.
• Excellent organizational Skills
• Comfortable multi-tasking and prioritizing tasks without guidance
• Punctual with strong attendance history

Compensation

• The expected salary range for this position is $60,000 to $80,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope, and level.
• Company Benefits program

What We Offer:

• Competitive salary and benefits programs.
• Professional development training/courses.
• A great collaborative work environment.
• A newly renovated kitchen
• On-site gym
• Yoga/meditation room
• We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.

Salary Range: $60,000.00 To $80,000.00 Annually.

We encourage applications from all qualified candidates.

Purpose of Job:

As a Home Financing Advisor (Mortgage Advisor) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of influence with the goal of bringing new customers to the Bank.

Is this role right for you?

• You’re entrepreneurial, driven, and you love that every day is different. You’re willing to work variable hours including weekends and evenings and you’re available to meet clients at times that are convenient for them.
• Whether it’s conducting mortgage seminars or building a marketing program, you enjoy business development and getting out in the community as a Mortgage Advisor.
• This role is 100% commission, which puts your future in your own hands.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if:

• You have strong sales management experience and have the ability to market yourself, the mortgage business, and Scotiabank effectively.
• You’re a relationship builder (Mortgage Advisor) who is focused on providing a great client experience and growing relationships with existing Bank customers.
• You maintain current knowledge of mortgage lending policies and procedures, and understand the real estate market/property values/sales trends/competitor programs to be able to respond appropriately to business requirements.
• You have 3 to 5 years of industry-related experience and a deep understanding of your local market.
• You possess and maintain a driver’s license and have access to personal transportation.

What’s in it for you?

• Home Financing Solutions has a boutique feel where you’ll own your market and be fully supported by our Sales Leaders.
• As a Mortgage Advisor you’ll be given the tools you need to help your clients with the advice necessary for them to realize their home ownership goals.
• You’ll have access to an industry-leading suite of mortgage products, including our iconic STEP product. You’ll be able to offer solutions for rental property financing, purchase-plus improvements, and customers who are business-for-self, high-net worth, or new to Canada.
• Our underwriting model is very different, which means you’ll get to partner with a dedicated Home Financing Lending Manager who will provide one-touch service for underwriting, condition fulfillment, and deal escalation. Our model is efficient, fast, and rooted in common sense lending principles.  
• Unique lead generation programs, marketing and social selling programs, Salesforce CRM and COI loyalty program paid for and supported by the Bank.