All jobs within 400 km around Cabbagetown-South St.James Town

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

Apply By: Thursday, May 2, 2024 11:59 pm EDT

What can I expect to do in this role?

Provide clerical and administrative support ensuring the efficient daily operation of the office, while operating within standard operating policies, procedures, and practices.

How do I qualify?

Mandatory

• Ability to pass an OPP background/ security investigation.

Knowledge, Skills and Abilities:

• Knowledge and skill to utilize the Microsoft's Office Suite (e.g., Word, Excel, PowerPoint, Outlook) to produce correspondence, reports, memoranda, presentations with graphics, and maintain records as well as specific computer programs related to finance, human resources, time capture, and payroll.
• Knowledge of standards and policies related to effective records management.
• Ability to complete all administrative and clerical duties such as preparation of correspondence/presentations/ reports, making purchases and processing expenses.
• Ability to organize and prioritize work/tasks.
• Analytical and problem solving skills to identify and resolve discrepancies relating to attendance credits, invoices and expense claims by referring to administrative procedures or guidelines.
• Oral communication and interpersonal skills to answer telephone calls, greet visitors and to respond to general enquiries about the program area or to transfer calls to appropriate staff and to deal with external contacts for the coordinating of travel, conference and accommodations.
• Ability to exercise sensitivity, tact and diplomacy in handling confidential information and while greeting and responding to requests for information from various individuals.
• Written communication skills to compose a variety of correspondence and reports.

Additional Information:

Interested applicants are encouraged to apply even if they do not meet every requirement in this job posting.

Application Instructions:

Resume / cover letter must be received no later than 11:59 pm on the closing date. Submit quoting WIN ID # (if applicable) and file # 24-053 showing how your qualifications, training and experience relate to the position to: S/Sgt. Laura West - 777 Memorial Ave, Orillia, ON L3V 7V3.

Only those applicants selected for interview will be contacted.

Telephone: 705-329-7664

Email: [email protected]

Work Location - Peterborough 

Employee Type -  Regular Employee PT  Hourly 

Shift/Hours –  16-24hrs/week.

Wage - $20/hr + $0.62/km from your first store to last store

JOB SUMMARY: As part of Securitas Mobile operation provides guard services to project a security presence, which may include operating a vehicle to perform patrol, inspection, and/or incident response 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.

#LI-ONSITE #LI-HA1

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 [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

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.