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As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients in the Prince Albert, SK Market. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

• Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions

• Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets

• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP or CFP or QAFP) 

• Mutual Funds License (IFIC or CSC)

• Minimum 3 years’ experience in financial planning within a financial institution

• Strong investment and credit experience/knowledge

• Ability to be decisive in decision making and process heavy volumes

• Proven networking and client acquisition skills

• Ability to develop a strong referral network

• Fluent in English and a Second Language is an asset

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.

• Full-time RBC employee status with unlimited earning potential and full benefits

• Work with a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

• Flexible work/life balance options

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

801 15 ST E, UNIT 735:PRINCE ALBERT

PRINCE ALBERT

Canada

37.5

Full time

PERSONAL & COMMERCIAL BANKING

Regular

Salaried

2024-06-14

2024-10-16

• Location: 356 Casavant Avenue, PRINCE ALBERT, SK S6V 5R3, Canada

To operate company vehicles and provide efficient delivery and pickup of packages while performing in a floating capacity for a minimum of 15 routes. To work as a courier but not on an assigned regular route.

To model the way for hourly employees by becoming a mentor and demonstrating role model behaviour including strong communication, conflict resolution and leadership ability (through Best Practices methods)

Promotes continued sales and generates potential incremental revenue wherever possible

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

Educational Requirements

High school diploma/equivalent

Related Experience Requirements

Minimum number of years required for entry to this job

One (1) year of previous courier experience

Amount of time required to learn or adjust to the job

Six (6) months

Special Notes:

Incumbent(s) of this position do not have regularly assigned routes. They provide coverage for open routes in the absence of the normally assigned courier.

The requirement of DG specialist is dependent upon station size and location. Senior Management (MD level) has the right to override these requirements as it sees fit.

Technical Skill Requirements

Solid knowledge of the following:

Must possess a valid drivers licence and have a good driving record.

Ability to successfully complete all basic and recurrency training (including completing and maintaining DG certification). Must maintain accreditation through yearly recurrency training prior to expiration.

Ability to gain and maintain FedEx DG Specialist certification

Good understanding of FedEx products, features of service, general operations.

Ability to lift 70 lbs and to maneuver any package weighing up to 150 lbs with appropriate equipment.

Some knowledge of Federal Express operations and Canadian Customs regulations an asset.

In the Province of Quebec, must be bilingual (French and English).

Interpersonal Skill Requirements

Excellent human relations, customer relations and communication skills.

Good analytical, problem solving, prioritization and organization skills

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

Educational Requirements

High school diploma/equivalent

Related Experience Requirements

Minimum number of years required for entry to this job

One (1) year of previous courier experience

Amount of time required to learn or adjust to the job

Six (6) months

Special Notes:

Incumbent(s) of this position do not have regularly assigned routes. They provide coverage for open routes in the absence of the normally assigned courier.

The requirement of DG specialist is dependent upon station size and location. Senior Management (MD level) has the right to override these requirements as it sees fit.

Technical Skill Requirements

Solid knowledge of the following:

Must possess a valid drivers licence and have a good driving record.

Ability to successfully complete all basic and recurrency training (including completing and maintaining DG certification). Must maintain accreditation through yearly recurrency training prior to expiration.

Ability to gain and maintain FedEx DG Specialist certification

Good understanding of FedEx products, features of service, general operations.

Ability to lift 70 lbs and to maneuver any package weighing up to 150 lbs with appropriate equipment.

Some knowledge of Federal Express operations and Canadian Customs regulations an asset.

In the Province of Quebec, must be bilingual (French and English).

Interpersonal Skill Requirements

Excellent human relations, customer relations and communication skills.

Good analytical, problem solving, prioritization and organization skills

What does it mean to join our TELUS family?

• Our goal is to provide Canadians with an excellent experience, by connecting with our customers and meeting all their needs under one roof

• We are passionate about people - our customers, our communities, and our team

• We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small

• We strive to ensure you have the support and resources you need to be successful at work and at home

• We offer the opportunity to work with all of our brands

As a Team Member in our stores, you can expect to:

• Be part of a high performing team where your contributions are measured and recognized

• Create solutions for our customers by using the power of technology to improve their lives

• Work in a fast paced environment, where every day is different

• Engage with prospective and current customers in store, by phone and messaging

• Work a flexible schedule, which includes evenings and weekends

What’s in it for you?

• Uncapped commission so your earning potential is limitless 

• Flexible benefits plan to meet the needs of you and your family; part-time and full-time employees are eligible 

• Additional sales incentives like cash prizes, phones, accessories, and trips

• Career growth and learning & development opportunities to continuously develop your skills

• Opportunity to give back to communities in which we work, live and serve

• Options for company matched pension and share purchase programs

• WorkPerks - employee discounts on products and services

• And much more…

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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 Mailbox.careers-carrieres@cibc.com

• 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.

Expected End Date

2025-10-19

Job Location

North Battleford

Employment Type

Temporary (Fixed Term)

Weekly Hours

1

Skills

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

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

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

201 MAIN ST:MELFORT

MELFORT

Canada

35.5

Part time

PERSONAL & COMMERCIAL BANKING

Contract (Fixed Term)

Salaried

2024-12-20

2025-01-10

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