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As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. 
  
IS THIS ROLE RIGHT FOR YOU

In the role you will:
 

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
• Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts  
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

 
DO YOU HAVE THE SKILLS
 
We would love to work with you if you have:
 

• Experience in the securities industry
• Already duly registered as an Investment Representative (IR) with CIRO
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

 
WHAT’S IN IT FOR YOU
 

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills.

** Must have your CSC and CPH courses completed.

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, certificate, or a diploma
Experience: Candidates don’t need experience although having experience is an asset
Work Setting: Hotel, motel, resort

Physical Requirements:

• The candidate should be able to work in a fast-paced environment
• The candidate should be able to work under pressure
• The candidate should be able to do repetitive tasks
• The candidate should be able to handle heavy loads
• The candidate should be able to do physically demanding
• The candidate should be able to do attention to detail
• The candidate should be able to do a combination of sitting, standing, and walking
• The candidate should be able to stand for extended periods
• The candidate should be able to do bending, crouching, and kneeling

Other Requirements:

• The candidate should be dependable
• The candidate should have effective interpersonal skills
• The candidate should have excellent oral communication
• The candidate should have excellent written communication
• The candidate should be flexible
• The candidate should be initiative
• The candidate should be reliable
• The candidate should be a team player
• The candidate should have values and ethics

Responsibilities:

• The candidate should be able to sweep, mop, wash, and polish floors
• The candidate should be able to dust furniture
• The candidate should be able to do vacuum carpeting, area rugs, draperies, and upholstered furniture
• The candidate should be able to make beds and change sheets
• The candidate should be able to distribute clean towels and toiletries
• The candidate should be able to stock linen closet
• The candidate should be able to clean, disinfect, and polish kitchen and bathroom fixtures and appliances
• The candidate should be able to disinfect operating rooms and other areas
• The candidate should be able to clean and disinfect elevators
• The candidate should be able to handle and report lost and found items
• The candidate should be able to attend to guests’ requests for extra supplies or other items
• The candidate should be able to provide basic information on facilities
• The candidate should be able to pick up debris and empty trash containers
• The candidate should be able to wash windows, walls, and ceilings
• The candidate should be able to clean changing rooms and showers
• The candidate should be able to address customers’ complaints or concerns

Benefits:

The employees get a health care plan

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 by sending an email (along with your resume) through below mentioned details.

By Email:
[email protected]

Requirements:

Languages: Candidates must have knowledge of the English Language.

Education: There are no standard education requirements such as a bachelor’s degree, a certificate, or a diploma.
Experience: Candidates don’t need experience although having experience is an asset, also training will be provided to the candidates.

Responsibilities:

• The candidate should be able to sweep, mop, wash and polish floors, dust furniture, vacuum carpeting, area rugs, draperies and upholstered furniture.
• The candidate should be able to make beds, change sheets, distribute clean towels and toiletries and also clean changing rooms and showers.
• The candidate should be able to disinfect operating rooms and other areas and also pick up debris and empty trash containers
• The candidate should be able to address customers’ complaints or concerns and handle,  report lost and found items
• The candidate should be able to attend to guests’ requests for extra supplies or other items

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]

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have experience of 1 to less than 7 months

Physical Requirements:

• The candidates should be able to work with attention to detail
• The candidates should be able to handle Hand-eye co-ordination

Other Requirements:

• The candidate should be client focus
• The candidates should have efficient interpersonal skills, and be able to work as a team player

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
• Candidate must have legal authorized (Work Permit) to work in Canada
• If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

• The candidates should be able to clean, trim and polish nails
• The candidates should be able to provide gel and acrylic nail extensions
• The candidates should have nail art technics
• The candidates should be able to do manicures, pedicures

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 below mentioned details.

By email
[email protected]

In person
1151 10th Avenue West suite 250
Salmon Arm, BC
V1E 1T3
Between 09:00 AM and 05:00 AM

Why BCAA?

Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose – delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger communities, we offer a wide variety of meaningful, rewarding careers that move BC forward.
 

What we offer:

• The chance to make a difference every day in the lives of British Columbians, BCAA Members and our communities.

• Career and personal development to help you grow and reach your goals.

• Incentives that recognize team and individual sales and performance.

• Flexible benefits to support your health and lifestyle, and wellness dollars* to keep your body, mind and soul thriving.

• A competitive rewards package including salary performance bonus programs, pension plan*, and more to help build your personal wealth.

• Paid time off including vacation, and days for wellness, volunteering, and cultural, spiritual or religious connection.

• BCAA membership, with valuable perks and Member savings on every day and special spending, from gas and coffee to clothes, sports and event tickets, and hotels.

• Meaningful, rewarding work for a BC Top Employer known for putting people first and constantly building a better workplace for all our team members.

•  

Why BCAA?

Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose – delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger communities, we offer a wide variety of meaningful, rewarding careers that move BC forward.
 

What we offer:

• The chance to make a difference every day in the lives of British Columbians, BCAA Members and our communities.

• Career and personal development to help you grow and reach your goals.

• Incentives that recognize team and individual sales and performance.

• Flexible benefits to support your health and lifestyle, and wellness dollars* to keep your body, mind and soul thriving.

• A competitive rewards package including salary performance bonus programs, pension plan*, and more to help build your personal wealth.

• Paid time off including vacation, and days for wellness, volunteering, and cultural, spiritual or religious connection.

• BCAA membership, with valuable perks and Member savings on every day and special spending, from gas and coffee to clothes, sports and event tickets, and hotels.

• Meaningful, rewarding work for a BC Top Employer known for putting people first and constantly building a better workplace for all our team members.

•  

Overview

Overview

As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time. 

How you'll succeed

• Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Vernon-Village Green Mall

Employment Type

Regular

Weekly Hours

18

Skills

Client Issue Resolution, Client Service, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services

Overview