All jobs within 300 km around Milton

04/15/2024

Address:

62 King Street West

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

• Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
• Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
• Supports the achievement of sales and performance targets.
• Develops and implements a relationship management plan to meet the needs of client.
• Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Executes work to deliver timely, accurate, and efficient service.
• Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
• Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
• Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
• May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
• Builds effective relationships with internal/external stakeholders.
• Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• CFP designation preferred or one of the following:
• Personal Financial Planner (PFP) designation,
• Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
• Financial Planning I & II (FP I & II).
• Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
• Advanced working knowledge of financial industry.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

$42,300.00 - $78,400.00

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/total-rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such Bachelor’s degree
Experience: Candidates should have experience of 3 years to less than 5 years

Physical Requirements:

The candidates should be accurate, client-focused, flexible, initiative, judgment, organized, and reliable

• The candidates should possess efficient interpersonal skills
• The candidates should have excellent oral communication skills, and excellent written communication skills
• The candidates should be team players
• The candidates should possess strong time management skills

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
• Candidate must have legal authorization (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 assess patients to identify appropriate nursing interventions and dispense and administer medications and treatments as prescribed by a physician
• The candidates should monitor, assess, address, document, and report symptoms and changes in patients’ conditions while being capable of operating or monitoring medical apparatus or equipment

Benefits:

• The candidates will get as per collective agreement and various other benefits

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 the below-mentioned details

By email
bbroderick@southbridgecare.com

What you’ll be doing… 

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, you will be provided in-depth training designed to allow you to provide exceptional service throughout the customer’s journey by: 

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for 
• Educating our customers, providing relevant insights and expert advice 
• Building customer’s plans using a holistic approach to help them achieve their goals 
• Nurturing strong, long-standing relationships 
• Developing, retaining, and growing the branch business by delivering against individuals and team sales goals that support a positive customer experience 

What you need to succeed… 

• How to build strong customer relationships and deliver excellent customer service 
• Demonstrated ability to meet and exceed business goals that align to a customer’s stated goals 
• To uncover and solve for customers’ needs 
• Mutual Funds licence and working towards the CIFP Diploma 

What we’re offering… 

• The opportunity to join a forward-thinking company surrounded by a collaborative team of innovative thinkers 
• A rewarding career path with diverse opportunities for professionally development 
• A competitive compensation and benefits package 
• Internal training to support your growth and enhance your skills 
• An organization committed to making a difference in our communities– for you and our customers

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.

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and 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.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• 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).
• 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 complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• 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 specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

What you'll be doing

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.

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 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.

Job Location

Peterboro-Monaghan&Lansdowne

Employment Type

Regular

Weekly Hours

25

Skills

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

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.

• Location: 2015 Fisher Drive, Peterborough, ON K9J 6X6, Canada

Job Duties

• To load and unload freight, scan, and sort freight within the facility.
• To transport freight within and between facilities.

Required Knowledge, Skills, and Abilities

• High School Diploma or GED preferred
• FedEx Canada operations and Canadian Customs regulations - (Preferred)
• Good interpersonal skills
• Ability to successfully complete all basic and recurrency training.
• Must have the ability to lift 70 lbs & maneuver any package weighing up to 150 lbs with appropriate equipment
• Must possess a valid full driver's license & have a good driving record

GRADE: 79

DISCLAIMER

This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job. The incumbent of this position is expected to perform all other duties as assigned, must be able to complete and achieve minimum thresholds on any mandatory testing and training, must be able to operate in an PC windows environment, have the ability to successfully complete all recurrence training and maintain annual accreditations where applicable and work varying shifts based on business needs. If the incumbent resides in the province of Quebec, you must be bilingual (French and English). In addition to the usual factors used in the selection process, all candidates for positions that require driving as a core competency require a valid driver's license (e.g. Class 5,G, or 1[AZ]) and a driving record with two or fewer violations and/or accidents in the 24 months prior to the date of application. Further, candidates will be assessed through careful consideration of: 1) their current driver's abstract; 2) their performance during application interviews; and 3) their performance on any driver competency assessments administered

Additional Posting Information:Part Time Package Handler - YPQ / Peterborough

Job Summary: 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 
• Dry/wet mop (wash/scrub) and polish hard surface floors including washroom floors. (The washing/scrubbing of floors is done with handheld or walk behind buffing machines. In large open applications, automatic equipment may be used to perform these functions) 
• 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 
• Strip, seal, finish, and polish floors
• Strip and finish hard surface floors manually or with power equipment when required 
• Steam clean or shampoo carpets 
• Notify managers concerning the need for major repairs or additions to building operating systems
• Mix water and detergents in containers to prepare cleaning solutions, according to specifications
• Strip, seal, finish, and polish floors
• Steam clean or shampoo carpets
• Remove snow and debris from sidewalks, driveways, or parking areas, using snowplows, snow blowers, or snow shovels, or spread snow melting chemicals.

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. 

Classification: ONA - TOR
Salary/Rate of pay: $39.07

Application deadline: Until filled 
Application requirements:

• Your up-to-date resume.
• Job specific cover letter.
• We recommend you save a copy of the job posting for reference throughout the recruitment process.

Diversity and inclusion play a vital role in ensuring health equity for patients across Canada. We are committed to reflecting Canada’s population in our organization and fostering an environment where all employees can be their authentic selves, with equal opportunities to succeed and contribute.