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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

KEY RESPONSIBILITIES: 

Lead Generation & Management

• Identify, engage, and qualify potential customers through outbound calls, emails and digital channels.
• Respond to and manage all inbound leads from various sources, including website forms, phone inquiries, email campaigns, and referrals.
• Accurately capture and log lead information in the CRM system Salesforce
• Qualify leads based on predetermined criteria (e.g., budget, timeline, decision-maker).
• Enrich lead profiles with relevant data from public and internal sources.
• Route qualified leads to the appropriate sales representatives based on territory, solution type, product expertise, and availability.
• Track lead progression through the sales funnel and provide regular updates to the sales team and management.
• Manage pipeline of all renewal, retention and remote service opportunities as identified by Sales and Operations Groups.
• Accurately capture and log client and account information in the CRM system as assigned by Senior Director.
• Complete the full sales cycle of all add/upgrades and any renewal and retention efforts. 
• Enrich account profiles with relevant data from public and internal sources.
• Route larger opportunities to the appropriate Vice President of Sales based on territory, solution type, product expertise, and availability.
• Track pipeline and all closed won/lost activity. 

Sales Excellence

• Complete all quotes in sales management or CRM tool
• Maintain accurate and up-to-date records of sales activities, pipeline status, and customer interactions in the CRM system.
• Utilize data and analytics to optimize outreach strategies and improve conversion rates.

Data Analysis & Reporting

• Generate reports on opportunity pipeline, conversion rates, and other key sales metrics such as SEV, Margin Attainment and net new opportunities.

Communication & Collaboration

• Maintain open and effective communication with sales representatives, marketing team, and other stakeholders.
• Build and maintain strong relationships with internal and external contacts.
• Effectively communicate with potential customers via phone, email, text and other channels.

Qualifications & Experience

• Education: High school diploma or equivalent required; associate or bachelor's degree in business administration, marketing, or a related field preferred.
• Experience: 2-3 years of experience in an inside sale, or full-sales cycle role. 

Skills

• Strong organizational and time-management skills with the ability to prioritize tasks effectively.
• Excellent communication and interpersonal skills, both written and verbal.
• Proficiency in Salesforce and/or similar CRM systems (Zoho, HubSpot, Dynamics) 
• Proficiency with data enrichment tools (ZoomInfo, Sales Navigator, LinkedIn, 
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Problem-solving and analytical skills.
• Strong work ethic and a positive attitude.

Requirements 

• Ability to work from a professional office environment.

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year, or equivalent experience
Experience: Candidates should have experience of 7 months to less than 1 year

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 accompany patients on outdoor recreational activities and perform other duties related to patient care and comfort, assist with cleaning, sterilizing, setting up, and assembling medical equipment, and assist with the maintenance and repair of medical equipment
• The candidates should be able to perform other duties related to personal care, supply and empty bedpans, take patients’ blood pressure, temperature, and pulse, and serve meal trays, feed patients, weigh, lift, turn, and position patients, and make beds and maintain patients’ rooms
• The candidates should be able to supervise patients’ exercise routines, administer suppositories, colonic irrigations, and enemas, maintain inventory of supplies, bathe, dress, and groom patients, assist with the setup and maintenance of traction equipment, cleaning or sterilizing equipment
• The candidates should be able to maintaining and repairing equipment, and assembling, setting up, and operating job-related equipment, answer call signals to determine patients’ needs, collect specimens, and administer first aid in emergency situations

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, Cover letter) through the below-mentioned details

By email
[email protected]

Requirements:

Languages

English

Education

• Secondary (high) school graduation certificate

Experience

Will train

Responsible for the automation & delivery of management reporting and analyses to enable the ScotiaHelps operations teams to make effective decisions to achieve the Bank’s credit loss & operations expense plans.
 

Is This Role Right for You?  In this role, you will:  

• Responsible for developing and publishing management dashboards for key performance indicators, providing insights to drive improvements in collections effectiveness 
• Researches & implements innovative approaches to automate data management, reporting, & data visualization
• Develops & maintains data architecture to enable automation of management reports through SQL Server and Power BI
• Design, develop, and implement data pipelines using Azure Data Factory to ensure efficient and scalable data integration.
• Develop and optimize ETL processes for data extraction, transformation, and loading from various sources into Azure data storage.
• Responsible for delivery of agent productivity & incentive reports
• Oversees production of analyses pertaining to collections performance. Identifies actionable insights to improve collection efforts and recoveries
• Supports strategic initiatives through data sourcing, manipulation, analyses, & visualizations
• Supports stakeholders within collections through analyses on collections effectiveness, communicating trends & value-added insights
• Generates clear analyses & presentations to stakeholders and senior management
• Establishes effective relationships across multiple business and technology partners, including program and project managers to ensure timely delivery of strategic priorities
• Fosters an inclusive, collaborative, and high-performance environment. Implements a people strategy that attracts, retains, develops, and motivates their team

 
Do you have the skills that will enable you to succeed in this role?  We’d love to work with you if you have:  

• Five years’ experience in a collection’s operations environment delivering performance reporting 
• Strong problem-solving, collaboration, and communication skills
• Experience with SQL Server Elements (SSMS, SSAS, SSIS, SSRS)
• Working knowledge of Azure Services: Azure Data Factory, Azure Data Lake Storage, and Azure SQL Database SQL scripting and Data Modeling
• Experience with reporting & statistical software packages such as SAS, SQL, Power BI and Python
• Experience manipulating large and complex databases.
• Proficient in SQL and scripting languages for data manipulation and transformation.
• Strong understanding of data modeling, data warehousing, and ETL principles.
• Results driven individual with high level of curiosity and ability to dive into details without losing sight of the big picture.
• Exceptional organization skills to prioritize, manage, and implement a variety of competing initiatives, on a concurrent or staggered basis
• A University degree in Economics, Finance, Mathematics, Computer science, or Information technology related discipline.

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 1 to less than 7 months

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 prepare and cook complete meals or individual dishes and foods
• The candidates should be able to plan menus, determine the size of food portions, estimate food requirements and costs, and monitor and order supplies
• The candidates should be able to inspect kitchens and food service areas
• The candidates should be able to train staff in the preparation, cooking, and handling of food

• The candidates should be able to order supplies and equipment
• The candidates should be able to supervise kitchen staff and helpers
• The candidates should be able to maintain inventory and records of food, supplies, and equipment
• The candidates should be able to clean the kitchen and work areas
• The candidates should be able to manage kitchen operations

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
[email protected]

Overview

Overview

Overview

Overview

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Orillia is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
• Tap into your superior problem resolution skills to provide proactive client service.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

• Strong skills in working with various business applications/technology
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

19 FRONT ST N:ORILLIA

ORILLIA

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-11-02