All jobs within 200 km around Langley

Overview

Overview

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their individual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must-have

• Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
• Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Availability to work all open business hours

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry

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 competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• World-class sales training, coaching, and development opportunities
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
• Opportunity to achieve great success and grow your career with RBC

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

EVP3P2

Job Skills

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

Additional Job Details

2090 QUILCHENA AVE:MERRITT

MERRITT

Canada

37.5

Full time

Personal and Commercial Banking

Regular

Salaried

2024-02-12

2024-04-30

Overview

Overview

06/26/2025

Address:

585 England Avenue

Retail Banking Sales & Service

NOTE: Part time role, Minimum of 24 hours per week, Candidates should be flexible to work within branch hours and available for 3-5 days per week. 

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• A focus on delivering a personal experience to customers.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

$33,850.00 - $43,500.00

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

Overview

As a Sales Representatives (Client Solutions Advisors) in Courtenay, BC you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen customer relationships through the sale of banking solutions.

Is this role right for you?

• As a Sales Representatives (Client Solutions Advisors) in Courtenay, BC you’re results focused, driven, have strong sales acumen, and love meeting new people
• You’re willing to work variable hours including weekends and evenings and you’re available to meet customers at times that are convenient for them both in person and virtually
• Strong interpersonal skills to manage and build solid partnerships both internally and externally
• You possess and maintain a driver’s license and have access to personal transportation during working hours

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 experience excelling in a sales environment (across any industry)
• You enjoy the challenge of exceeding targets
• You have effective time management, organization skills and are self driven
• You’re a relationship builder who is focused on providing a great customer experience and deepening relationships with both new and existing customers

What's in it for you?

• Supportive environment with coaches that are inspired to help you exceed your goals
• Flexible workday options
• The tools you need to be successful providing customers with advice and product solutions
• Lucrative compensation package that includes base salary and quarterly compensation, putting you in control of how much you can earn
• Unique lead generation program, where we provide you pre-approved customer leads to generate your sales from

As a member of the BGIS Sustainable Cleaning Solutions Team, you will be generally responsible for cleaning in a designated zone with an emphasis on quality control, health and safety & striving to exceed client expectations.

Key Responsibilities:

Functioning as a core member of the operational team and reporting to the Manager/ Supervisor as a Cleaner you may be required to perform some of the following tasks as required by the Manager/Supervisor and needs of the client:

• Clean floors by sweeping, scrubbing, or vacuuming.
• Dry/wet mop (wash/scrub) and polish hard surface floors. (The washing/scrubbing of floors is done with handheld or auto scrubbers. In large open applications, automatic equipment may be used to perform these functions)
• Strip and finish hard surface floors manually or with power equipment (when required).
• Steam clean or shampoo carpets (when required).
• Transport garbage from drop points to garbage bins or compactor.
• Transport maintenance machinery, where necessary, between floors and job sites.
• Cleans and stores equipment and machinery used.
• Cleans glass areas requiring ladders, scaffolding or other extension equipment to reach.
• Cleans washroom floors including stripping and finishing.
• Cleans stairwells and elevator cabs where ladders are required.
• Loads and unloads supplies and replenishes cleaning solutions.
• Follow procedures for the use of chemical cleaners and power equipment to prevent damage to floors and fixtures.
• Other duties that management may assign.
• Notify managers concerning the need for major repairs or additions to building operating systems.
• Remove snow and debris from sidewalks, driveways, or parking areas, using snowplows, snow blowers, or snow shovels, or spread snow melting chemicals (when required).

Job Requirements:

• Experience in performing various cleaning, housekeeping and maintenance activities in an institutionalized environment.
• Experience in using floor maintenance machines, cleaning equipment, materials, and solutions.
• Knowledge of the Occupational Health and Safety Act and the provisions that apply to this work including WHMIS.
• Ability to lift, push and pull heavy items as well as climb ladders.
• Excellent interpersonal skills with the ability to maintain cooperative working relationships with staff, clients, and the general public.
• Ability and willingness to work weekends, holidays, and shifts as assigned as well as work in multiple locations.
• Ability to follow verbal and written instructions, prepare and maintain manual and electronic records.

Licenses and/or Professional Accreditation

• Must meet security clearance requirements, where applicable.
• Must have a valid Class G license (may be required).

Physical demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The employee must occasionally lift and/or move up to 25 pounds.

As a member of the BGIS Sustainable Cleaning Solutions Team, you will be generally responsible for cleaning in a designated zone with an emphasis on quality control, health and safety & striving to exceed client expectations.

Key Responsibilities:

Functioning as a core member of the operational team and reporting to the Manager/ Supervisor as a Cleaner you may be required to perform some of the following tasks as required by the Manager/Supervisor and needs of the client:

• Clean floors by sweeping, scrubbing, or vacuuming.
• Dry/wet mop (wash/scrub) and polish hard surface floors. (The washing/scrubbing of floors is done with handheld or auto scrubbers. In large open applications, automatic equipment may be used to perform these functions)
• Strip and finish hard surface floors manually or with power equipment (when required).
• Steam clean or shampoo carpets (when required).
• Transport garbage from drop points to garbage bins or compactor.
• Transport maintenance machinery, where necessary, between floors and job sites.
• Cleans and stores equipment and machinery used.
• Cleans glass areas requiring ladders, scaffolding or other extension equipment to reach.
• Cleans washroom floors including stripping and finishing.
• Cleans stairwells and elevator cabs where ladders are required.
• Loads and unloads supplies and replenishes cleaning solutions.
• Follow procedures for the use of chemical cleaners and power equipment to prevent damage to floors and fixtures.
• Other duties that management may assign.
• Notify managers concerning the need for major repairs or additions to building operating systems.
• Remove snow and debris from sidewalks, driveways, or parking areas, using snowplows, snow blowers, or snow shovels, or spread snow melting chemicals (when required).

Job Requirements:

• Experience in performing various cleaning, housekeeping and maintenance activities in an institutionalized environment.
• Experience in using floor maintenance machines, cleaning equipment, materials, and solutions.
• Knowledge of the Occupational Health and Safety Act and the provisions that apply to this work including WHMIS.
• Ability to lift, push and pull heavy items as well as climb ladders.
• Excellent interpersonal skills with the ability to maintain cooperative working relationships with staff, clients, and the general public.
• Ability and willingness to work weekends, holidays, and shifts as assigned as well as work in multiple locations.
• Ability to follow verbal and written instructions, prepare and maintain manual and electronic records.

Licenses and/or Professional Accreditation

• Must meet security clearance requirements, where applicable.
• Must have a valid Class G license (may be required).

Physical demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The employee must occasionally lift and/or move up to 25 pounds.