All jobs within 300 km around Courtenay

03/29/2025

Address:

730 View Street

We are looking for a long-term support centric professional who is keen on being the keystone of a highly productive book of business. This is not a stepping stone opportunity to become an Investment Advisor, we are looking for an operations specialist who excels and loves creating solutions and providing exceptional white glove service to our clients.

Supporting BMO Nesbitt Burns / BMO Private Wealth , this role supports a high performing Advisory Team with day-to-day administration, transaction processing and provides exceptional client service to support achievement of business objectives.

• Books meetings with new prospects and prepares introductory package for the prospect/referral.
• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
• Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
• Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
• Resolves client complaints in a timely and effective manner; escalates as required.
• Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
• Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
• Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
• Maintains and organizes client database and client files.
• Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
• Administers and processes documentation related to client files and regulatory requirements.
• Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
• Assist in ensuring transactions and tasks are appropriately assigned to team members and completed where required.
• Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
• Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
• Develops rapport and instills confidence with the client to promote a positive client experience.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy and act in their best interests.
• Comply with all regulatory, legal, and ethical requirements as outlined in the Firm's policies and training modules.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Knowledge of investment process and procedures.
• Knowledge of investment products and services is preferred.
• Knowledge of compliance practices and regulations.
• Knowledge of Financial/Retirement planning.
• Successful completion of the Canadian Securities Course & Conduct and Practices Handbook will be a requirement of the position.
• Current Investment Representative registration or requirement to fulfill registration requirements to become as Investment Representative (IR).
• Excellent verbal & written communication skills.
• Strong organization skills required.
• Ability to collaborate and work well in a team environment.
• Strong analytical and problem solving skills.

$32,700.00 - $48,600.00

Overview

Overview

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.  

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.

Our Inside Sales position is a crucial member of our inside team. They have the privilege of building strong relationships with each customer and are the primary contact for placing orders for delivery. They work closely with our Outside Team and Warehouse team to ensure deliveries are both executed and communicated properly to everyone involved in the shipping process.

What’s in it for you?

• Full health care benefits starting day one. 
• Career development and training opportunities
• Comprehensive benefits with premiums fully paid for by the company for the “Core” package.
• Life insurance, disability and wellness programs
• Retirement savings programs including RRSP and DC pension with up to 5.25% employer contribution
• Paid vacation and sick time and day off on your birthday!
• Bonus programs that include annual performance and profit sharing
• Employee discounts on top brands of plumbing and HVAC/R products
• Education reimbursement for employees
• Employee referral program
• Safety shoe reimbursement

What you will do:

• Responsible for completing the order process which includes offering pricing terms according to established margins; sourcing of additional products; and generating sales orders.
• Enter quotations and orders into the system with accuracy in a timely manner.
• Provide customers with accurate pricing, inventory, and specific delivery information.
• Build and maintain relationships with new and existing customers by phone or email with the intention of cultivating additional business.
• Prepare quotations and process orders on behalf of outside sales staff.
• Respond to customers’ requests and inquiries in a timely manner.
• Achieve sales targets and objectives as set out by Management by promoting and or upselling products.
• Adhere to company safety policies and regulations

What you will bring:

• Previous Inside Sales related industry (Plumbing & HVAC/R) experience is preferred
• General computer skills including Microsoft Office required, knowledge of AS400 system would be an asset.
• High level of commitment to exceptional customer service.
• Demonstrated initiative with the ability to work independently as well as in a collaborative team-based environment.
• Highly organized in prioritizing work and multi-tasking on a regular basis
• Fluency in both French and English considered an asset.

Salary Range: $55,000 - $59,000

Each resume submitted gets individually reviewed by our team and retained for 24 months if other new and exciting opportunities arise that match your skills and qualifications.

Please note: This position requires the result of a satisfactory criminal record check.  A record under the Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position.

Overview

UPS is currently looking for Full Time Courier Driver (Delivery Driver) to work based from our Victoria Package Centre (Saanich Area).

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Job Details:

• Position: Full-Time Courier Driver (Delivery Driver)

• Schedule: Monday to Friday*

• Scheduled shift: varies based on operational requirements*

• Package Center location: 200 - 770 Enterprise Crescent, Victoria BC

*Schedules are based on operational requirements. Shift hours may slightly vary and will be subject to change.

On a daily basis, UPS Drivers are to complete pre-trip and post-trip inspections on their assigned vehicle. Also, they are responsible in completing their daily delivery and pick-up schedules. They should be comfortable using road maps and other trip planning aids and be able to solve dispatch problems on route.

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Qualifications:

• Excellent Customer Service skills;

• Excellent Verbal Communications skills;

• Ability to follow set and standard procedures;

• Must possess a valid BC Driver’s License (Class 5 or Canadian Equivalent);

• Must have a clean driver's abstract

• Able to occasionally lift up to 70-lbs (32-kg) unassisted;

• Comfortable working in a fast-paced, customer-facing and physically demanding delivery environment;

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What we offer:

UPS offers a competitive compensation package which includes a guaranteed wage progression, guaranteed top rate, annual cost of living adjustments, benefit options including health and dental coverage, group insurance plan, paid vacation, employee stock purchase plan and an unlimited opportunity to grow within the company.

Our employee benefits include the following:

• Training and Development: UPS provides full training for all positions to ensure safety and compliance to policies and regulations.

• Weekly Compensation: Employees are paid on a weekly basis, every Friday.

• Guaranteed Wage Progression: Employees are to receive guaranteed wage progression with a guaranteed top rate. On completing progression, UPS Drivers receive a top rate of above $30.00¹ per hour.

• Generous Benefits Package: All UPS employees have extended health, dental, and vision benefits. UPS drivers have a Defined Benefit Pension Plan.

• Promotion From Within: UPS is a globally known brand and has expanded in many countries and so UPS offers lots of room for advancement in many areas of the business

• Employee Discounts: All UPS employees have the chance to take advantage in employee discounts when purchasing UPS merchandise and other brands through UPSers.

¹Conditions Apply. Based on Guaranteed Wage Progression. Current effective wage is based on regular wage plus rate premiums. Speak with the Talent Acquisitions team for more information on how these rate premiums enhances your pay

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The above statements are intended to describe the general nature of the work required for the position and are not intended to be an exhaustive list of all duties and responsibilities.

All driver candidates must successfully complete a series of interviews and a driving competency test in order to qualify. Background and reference checks will also be required.

Overview