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Financial Advisor

At Scotiabank 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 Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

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, our focus is 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 our customer’s comprehensive 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 individual and team sales goals that support a positive customer experience

What you need to succeed…

• The appetite and drive to build strong customer relationships and deliver excellence customer service
• The proven ability to meet and exceed sales targets in a fast paced environment 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 organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• 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.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Overview

Overview

Overview

We are looking for an Admin Assistant III Depot Support. In this role, you will be responsible for providing daily administrative support and logistics to the Operations teams in the Southeast Region and will work with the Supervisory team to ensure payroll-related and time-keeping activities, and operational support duties are completed accurately and on-time and compliance programs are monitored and on target.

We offer opportunities for growth, with a competitive benefits and pension plan. We'd love to hear from you! Apply today to this phenomenal opportunity with us. #joinourteam

What You Will Do:

• Schedule, track and coordinate all mandatory EH&S compliance programs, Technical Training, OQ and Safety Observations following up with employees as the need arises, ensuring 100% employee completion in accordance with timeline targets.

• Responsible for processing weekly payroll file, adjusting time in Workday as required

• Responsible for managing the employee uniform and Personal Protective Equipment orders including tracking of eligibility, returns and managing overall program within budgeted allocation.

• Update all tracking tools used for Work Management-Operations workload planning and scheduling.

• Maintain and communicate changes to the on-call schedules. Provide meeting support and participates in various meetings (example J.H.S.C), internal committees, teams, and initiatives. Monitor and review action items and assure timely response and follow up.

• Code and input invoices in SAP/Markview for all regional expenditures.

• Responsible for handling expenses for Operations staff.

• Provide daily support for Workday, IT requests, and office supplies. Prepare managerial reporting for employee training including Learning Management System and Computer Based Training.

• Ownership of; email distribution lists, emergency contact listing, communication channels (lobby TV, SharePoint, and business unit file sharing drives).

• Primary depot contact to facilitate 3rd party access for facilities to co-ordinate repairs for premises.

• Assist with coordinating training and access requests for both new and existing employees on processes, procedures, and Enbridge systems.

• Lead end-to-end event planning including both in-person and virtual events.

• Support and participate in various internal committees, teams and initiatives.

• Lead correspondence, filing, and general administrative duties etc. as directed. Regular travel to all Southeast Operations depots will be required as the need arises

Who You Are:

Required:

• A minimum of 3 years of directly related experience with strong abilities in general office practices, standard office software (Microsoft Office Suite). An equivalent certification and experience combination may be considered.

• Strong time management, analytical, planning, problem solving, and interpersonal skills.

• High level of initiative/self-direction, with the capability to perform well under pressure while working independently and in a team environment.

• Ability to gather, organize, and analyze information with recommendations for action and preparing drafts.

• Strong understanding of Enbridge functions and systems (Maximo, Markview, Workday, SAP, Oracle).

• Excellent communication skills (verbal, presentation, and written styles).

• Excellent interpersonal, customer relations and digital literacy.

• Labour relations skills and experience working with a collective agreement is desired.

• Requires a high level of discretion, tact, and diplomacy in dealing with internal and external contacts, and confidential or sensitive information.

Preferred:

• Financial acumen and/or accounting experience would be an asset.

Working Conditions (Optional):

• Typical office environment

• Travel between depots (30-50%)

Flex-Work:

Enbridge provides competitive workplace programs that differentiate us and offer flexibility to our team members. Enbridge’s FlexWork (Hybrid Work Model) offers eligible employees the opportunity to work variable daily schedules with a flexible start or end time, to opt for a compressed workweek schedule or the option to work from home on Wednesdays and Fridays. Role requirements determine your eligibility for each option. #LI-Hybrid

Posting End Date:

October 11, 2024

What You Will Do:

• Responsible for the maintenance of mass market billing accounts including call handling of general customer requests/needs, billing inquiries, collections, moves and the investigation of billing exceptions/disputes. Inquiries may range from routine and straightforward tasks to more complex issues.

• Representative will operate according to performance standards and expectations to ensure customer service quality, effectiveness, and efficiency.

• The incumbent is required to be flexible and adaptable to complete any and all tasks and activities associated with their skill set(s), i.e., inbound/outbound calls, correspondence and billing adjustments.

• Accurate completion of all processes, procedures, and follow-up for the type of customer account being worked.

• Respond to all customers’ communications (i.e., letters, mail, faxes, emails, chat, inter-department inquiries).

• Achieve customer satisfaction, quality, and productivity levels in accordance with operational targets.

• Complete other tasks and activities as business needs dictate.

Who You Are:

• Secondary school education or equivalent.

• Minimum 3 years of clerical and customer contact experience required.

• Proven verbal and written communication skills.

• Ability to exercise good judgment with minimal supervision.

• Knowledge of Customer Information Systems is an asset, including SAP and Kubra.

• Excellent analytical skills, decision making ability, negotiations and problem-solving skills.

• Ability to multitask effectively, complete a variety of tasks concurrently, and work under pressure.

• Excellent interpersonal skills and ability to function within a team.

• Ability to plan and use time effectively.

• Flexibility with respect to shifts.

Preferred:

• Mass market billing experience is an asset.

• Experience in a call center environment preferred.

• Bilingualism is an asset.

#LI-Hybrid

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates needs Secondary (high) school graduation certificate
Experience: Candidates needs experience of 1 to less than 2 years

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]

Overview

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. 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 - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• 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 know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
• 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

Oshawa-1371 Wilson Rd N

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

Overview