645 Jobs Found
Sr Courier-1 Full-time Job
Federal Express Corporation Canada
Transportation & Logistics Prince AlbertJob Details
- 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
Sr Courier-1
Federal Express Corporation Canada
Prince Albert - 118.89kmTransportation & Logistics Full-time
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Sales Representative Part-time Job
Sales & Retail Prince AlbertJob Details
What does it mean to join our TELUS family?
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Our goal is to provide Canadians with an excellent experience, by connecting with our customers and meeting all their needs under one roof
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We are passionate about people - our customers, our communities, and our team
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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
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We strive to ensure you have the support and resources you need to be successful at work and at home
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We offer the opportunity to work with all of our brands
As a Team Member in our stores, you can expect to:
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Be part of a high performing team where your contributions are measured and recognized
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Create solutions for our customers by using the power of technology to improve their lives
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Work in a fast paced environment, where every day is different
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Engage with prospective and current customers in store, by phone and messaging
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Work a flexible schedule, which includes evenings and weekends
What’s in it for you?
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Uncapped commission so your earning potential is limitless
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Flexible benefits plan to meet the needs of you and your family; part-time and full-time employees are eligible
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Additional sales incentives like cash prizes, phones, accessories, and trips
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Career growth and learning & development opportunities to continuously develop your skills
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Opportunity to give back to communities in which we work, live and serve
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Options for company matched pension and share purchase programs
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WorkPerks - employee discounts on products and services
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And much more…
Sales Representative
TELUS International Inc
Prince Albert - 118.89kmSales & Retail Part-time
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Truck driver Full-time Job
Transportation & Logistics North BattlefordJob Details
Overview
Languages
English
Education
- No degree, certificate or diploma
Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks
- Professionalism in customer service
- Drive lighter, special purpose trucks
- Load and unload goods
- Operate and drive straight or articulated trucks to transport goods and materials
- Oversee condition of vehicle and inspect tires, lights, brakes, cold storage and other equipment
- Perform pre-trip, en route and post-trip inspection and oversee all aspects of vehicle
- Record cargo information, hours of service, distance travelled and fuel consumption
- Transport and handle dangerous goods
Credentials
Certificates, licences, memberships, and courses
- Driver's License (Class 1 or A)
- Driver's License (Class 3 or D)
- First Aid Certificate
- Hydrogen Sulphide Awareness (H2S) Certificate
- Transportation of Dangerous Goods (TDG) Certificate
- Workplace Hazardous Materials Information System (WHMIS) Certificate
Experience and specialization
Documentation knowledge
- Accident or incident reports
- Bill of lading
- Dangerous goods occurrence reports
- Driver logbook
- Inspection report (pre-trip, en-route, post-trip)
- Maintenance and repair reports
Type of trucking and equipment
- Liquid bulk
- Straight truck (4,600kg+ or 10,000lbs+ with 3+ axles)
Transportation/travel experience
- Local
- Short-haul
Additional information
Security and safety
- Driving record check (abstract)
Transportation/travel information
- Drive manual transmission vehicle
- Valid driver's licence
Work conditions and physical capabilities
- Attention to detail
- Overtime required
- Physically demanding
- Repetitive tasks
- Sitting
Weight handling
- Up to 23 kg (50 lbs)
Own tools/equipment
- Steel-toed safety boots
Personal suitability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgement
- Organized
- Reliability
- Team player
- Hardworking
Benefits
Health benefits
- Dental plan
- Health care plan
- Vision care benefits
Financial benefits
- Life insurance
Long term benefits
- Long-term care insurance
Other benefits
- Wellness program
How to apply
By email
This job posting includes screening questions. Please answer the following questions when applying:
- Are you currently legally able to work in Canada?
- Do you currently reside in proximity to the advertised location?
Truck driver
Hancock Petroleum Inc.
North Battleford - 123.47kmTransportation & Logistics Full-time
26
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Customer Service Representative Temporary Job
Customer Service North BattlefordJob Details
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.
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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.
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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 [email protected]
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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
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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
Customer Service Representative
CIBC
North Battleford - 123.47kmCustomer Service Temporary
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Customer Experience Associate Full-time Job
Customer Service North BattlefordJob Details
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
Customer Experience Associate
Scotiabank
North Battleford - 123.47kmCustomer Service Full-time
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Client Advisor Full-time Job
Customer Service MelfortJob Details
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.
Job Description
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
Address:
201 MAIN ST:MELFORT
City:
MELFORT
Country:
Canada
Work hours/week:
35.5
Employment Type:
Part time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Contract (Fixed Term)
Pay Type:
Salaried
Posted Date:
2024-12-20
Application Deadline:
2025-01-10
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Client Advisor
Royal Bank Of Canada
Melfort - 153.25kmCustomer Service Full-time
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Loader Full-time Job
General Category Moose JawJob Details
As a Loader, you will play a key role to keep daily plant operations running safely and smoothly. You'll focus on operating and troubleshooting equipment, handling loading/unloading, and performing routine maintenance.
Minimum Requirements:
-
Oversee daily plant operations to ensure efficiency and adherence to quality and safety standards
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Monitor, operate, and troubleshoot plant equipment and systems in accordance with site operating and safety procedures
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Accurately report and log production data using both physical log sheets and computerized systems
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Operate heavy equipment including loaders, railcar movers, and forklifts.
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Load and unload trucks and railcars with dried distiller’s grain and corn
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Perform area inspections and internal audits to maintain operational standards.
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Perform routine and preventive maintenance on equipment
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Assist in the onboarding and training of new employees, as required
Responsibilities:
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High School Diploma or General Education Diploma (GED)
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A minimum of three (3) years of experience in operational roles or general labour
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A valid driver’s license with a clean driving record
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Strong mechanical aptitude and technical understanding
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Preferred prior experience in grain elevators, feed mills, or similar industrial/agricultural facilities
Location and other Key Details:
-
You will work out of our St. Clair Ethanol Plant, located in Mooretown, ON
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The shift schedule is 3 days on, 3 days off, 12 hour days rotation
Loader
Suncor Plc
Moose Jaw - 223.53kmGeneral Category Full-time
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Process Operator Full-time Job
General Category Moose JawJob Details
locations Mooretown
Working as a Process Operator at our St. Clair Ethanol Plant has a lot of perks. You get to use your technical skills and knowledge to safely and reliably maintain the operation of processes to optimize production in an environmentally responsible manner. You will also get to be part of a team of highly motivated professionals supporting the largest Ethanol production facility in the country, producing 400 million litres per year. If you’re looking for a great opportunity to be part of a close-knit community which has been an important part of our community for 15 years, and also enjoy a good work/life balance, this role is for you!
Minimum Requirements:
- Preference to those with a 3rd class power engineering ticket.
- Two years of experience working in an industrial / manufacturing facility
- Proven mechanical aptitude to perform the hands-on operation of plant equipment
- A High School Diploma or General Education Diploma (GED)
- A valid driver’s license and a clean driving record
- Attach your TSSA operating tickets with your application in order to be considered
Responsibilities:
- Ensure the safety of people, equipment, and the environment and that plant policies are adhered to
- Learn all operating units within the assigned area of the facility and progress in increasing levels of responsibility at the site
- Perform plant operation duties for smooth and efficient operations and ensure strong communication and collaboration exists between shift changes
- Report hazards and appropriately flag all plant-related issues beyond your scope to your leader
- Prepare and complete daily area logs and communicate significant changes and findings in a timely manner
- Have oversight to the work of maintenance and contract personnel as required
- Ensure timely action and process adjustments during plant upsets that are consistent with operational objectives and target outputs
- Prepare equipment and systems for maintenance and commissioning.
Location and other key details:
- You will work out of our Ethanol facility in Ontario, located at 535 Rokeby Line,
- Mooretown, ON
- The shift schedule is a 12-hour rotation of days and nights (three on, three off)
- This position is safety sensitive
Process Operator
Suncor Plc
Moose Jaw - 223.53kmGeneral Category Full-time
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Mechanic, industrial | LMIA Approved Full-time Job
Moose Creek Tire Recycling Inc
Maintenance & Repair Moose JawJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as Registered Apprenticeship certificate or equivalent experience
Experience: Candidates should have experience of 1 to less than 2 years’
Candidate Status:
- Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position.
- International Candidates who don’t have a valid Canadian work permit also can apply
Responsibilities:
- The candidates should be able to perform routine maintenance work on machinery
- The candidates should be able to installing machinery and equipment
- The candidates should be able to complete work orders, test and maintenance reports
Benefits:
- The candidates will get dental plan, health care plan, paramedical services coverage, disability benefits, free parking, on-site housing options, travel insurance, wellness program, and other benefits as per collective agreement
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]
Mechanic, industrial | LMIA Approved
Moose Creek Tire Recycling Inc
Moose Jaw - 223.53kmMaintenance & Repair Full-time
31.31 - 33.33
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Financial Planner Full-time Job
Financial Services Moose JawJob Details
Application Deadline:
09/13/2024
Address:
39 Manitoba Street East
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.
Starting salary is $55,000 plus upward commission potential
Salary:
$42,300.00 - $78,400.00
Financial Planner
BMO CANADA
Moose Jaw - 223.53kmFinancial Services Full-time
42,300 - 78,400
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Retail sales associate Full-time Job
Sales & Retail Moose JawJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have experience of 2 years to less than 3 years
Physical Requirements:
- The candidates should be able to work under pressure in a fast-paced environment
- The candidates should be able to work with attention to detail
- The candidates should be able to sit, stand, and walk for extended periods
- The candidates should be able to handle heavy loads
Other Requirements:
- The candidate should be adaptable, efficient, goal-oriented, hardworking, proactive, quick learner, client focus, dependable, organized, initiative, flexible, and reliable
- The candidates should have integrity, positive attitude, time management, ability to multitask, excellent oral communication, efficient interpersonal skills, and be able to work as a team player
Candidate Status:
- Canadian citizen and permanent or temporary foreign workers of Canada are eligible for this position.
- International Candidates who don’t have a valid Canadian work permit also can apply
Responsibilities:
- The candidates should be able to operate cash register, operate computerized inventory record keeping and re-ordering systems, assist in display of merchandise
- The candidates should be able to greet customers and discuss type, quality and quantity of merchandise or services sought for purchase, rental or lease
- The candidates should be able to maintain sales records for inventory control, prepare merchandise for purchase, rental or lease
- The candidates should be able to prepare sales, rental or leasing contracts and accept cash, cheque, credit card or automatic debit payment
- The candidates should be able to perform data entry
- The candidates should be able to provide customer service
- The candidates should be able to advertise and/or promote products, sales or services
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]
Retail sales associate
Kabayan Pinoy Food Products
Moose Jaw - 223.53kmSales & Retail Full-time
13
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Financial Planner Full-time Job
Financial Services Moose JawJob Details
Application Deadline:
08/11/2024
Address:
39 Manitoba Street East
Job Family Group:
Retail Banking Sales & Service
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.
Salary:
$42,300.00 - $78,400.00
Financial Planner
BMO CANADA
Moose Jaw - 223.53kmFinancial Services Full-time
Learn More