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RBC Dominion Securities is currently seeking an Administrative Assistant to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

• Responsible for the professional and expeditious servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Support the Investment Advisors in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have

• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• Meticulous attention to detail and excellent time management skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Minimum of 2 years of experience in the financial services sector
• Ability to work as part of a team

Nice-to-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures, an asset

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
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Additional Job Details

95 BOUL JACQUES CARTIER S:SHERBROOKE

SHERBROOKE

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-11-19

2024-12-09

Your contribution

• Promote a customer-centric culture, to deepen customer relationships and leverage relationships with the Bank and its systems and knowledge.
• Responsible for the maintenance of office systems including the computer network, telephones, voicemail, reference files, product sheets, office library and product and procedure manual. 
• Lead the management of facility operations, implementation of facility-related changes and change management activities. 
• Liaise with the Facilities team on all matters related to lease improvements, lease renewals and planned moves. 
• Perform front desk related tasks such as answering phones, greeting customers, handling mail and deliveries, and scheduling customer appointments.
• Execute regional reporting requests and perform data analysis.
• Manage regional administrative tasks surrounding the production of the CPG maturity report, letters, cash statements and the SOTI report.
• Coordinate and deliver a variety of regional activities including seminars, customer forums and professional development days, and provide logistics as required. 
• Assist in completing tasks to ensure branch compliance, including managing the Security Checklist and Business Continuity Plan.
• Participate in regional meetings and special projects.
• Liaise with external partners, such as medical associations and accounting firms, to implement regional projects. 
• Perform other administrative tasks.
• Understand Scotiabank's risk culture and risk appetite and reflect this in day-to-day operations and decisions.
• Understand Scotiabank's risk culture and risk appetite and reflect this in day-to-day operations and decisions.
• Actively, effectively and efficiently work in his/her field, in accordance with Scotiabank's values, Code of Ethics and Sales Guiding Principles, while ensuring the adequacy, compliance and effectiveness of day-to-day business controls to ensure the company meets its operational, compliance, anti-money laundering and counter-terrorist financing and ethics risk obligations.
• Promote a productive and inclusive work environment.

MD's expectations

• Customer experience management skills. 
• Strong organizational skills. 
• Excellent communication skills. 
• Sense of initiative and resourcefulness. 
• Ability to work effectively within a team. 
• Thoroughness. 
• Organizational skills, dynamism and effective communication. 
• Interest in working in a fast-paced environment and professionalism. 
• Team spirit and constant desire to create a positive work climate.

Training and experience

• College diploma in business administration or equivalent. 
• At least three years of administrative or office experience, preferably in a financial services firm.
• Good knowledge of RRSPs, RRIFs, mutual funds and customer service is considered an asset.  
• Excellent computer skills including proficiency in MS Word, MS PowerPoint and a good understanding of common business applications. 

Why MD?

• We strongly encourage  work-life balance  and give you the flexibility and tools to achieve it.
• We believe that a diverse and inclusive work environment   promotes employee happiness and productivity.
• We know how  important benefits programs  are in supporting the mental and physical health of employees and their families.
• We know that  financial security  is important to you and we want to contribute to this by offering you competitive salaries, performance bonuses, a defined contribution pension plan and a stock purchase program for our employees.
• We know it’s important to  take a break , so we offer a generous paid vacation program that increases as you progress through your career at MD. Our collaborative work environment allows you to take a vacation with peace of mind, without having to worry about your clients.
• Through our partnership with Scotiabank, we can offer you  great banking solutions  to keep more money in your pocket. You'll have access to a wide range of banking services, credit cards, mortgage solutions, auto and home insurance and discounts.
• We love  discounts . Through the WorkPerks program, MD staff have access to thousands of discounts across Canada.

“In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”

UPS is looking for individuals who enjoy working in a physical, fast-paced, outdoor environment that involves delivering packages in residential areas for UPS Personal Vehicle Drivers must have excellent customer contact and driving skills.

Job Summary

This position is a temporary and seasonal Part-time role requiring use of one's personal vehicle to deliver packages primarily in residential areas.Employee performs in a physical, fast-paced, outdoor position involving continual lifting, lowering, and carrying packages.

Responsibilities:

• Retrieves, loads packages into personal vehicle, and delivers packages to customers.

Shift:

• Available Monday to Friday between the hours of 10am – 7pm to work minimum 3-5 hours? Normally the start time is between 10am and Noon

Compensation

• Hourly Rate: Base 17.30$/h + 1.20$ bonus
• UPS will reimburse you 0.59$ for each kilometer you drive

Qualifications:

• Meets local age and operations requirements to operate a vehicle
• Ability to lift up to 70 lbs./32 kgs
• Excellent customer contact and service skills
• Must be willing to use personal vehicle to transport and deliver packages

*Hourly bonus is subject to change and UPS Canada reserves the right to modify or discontinue the bonus program at any time

UPS is a diverse and equal opportunity employer.  Accommodations are available, on request, for candidates with disabilities taking part in the recruitment process.  If you are selected to participate in the recruitment process, please advise if you require accommodation for a disability.

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

Observes and reports activities and incidents at an assigned client site, providing for the security and safety of client property and personnel. Makes periodic patrols to check for irregularities and to inspect protection devices and fire control equipment. Preserves order and may act to enforce regulations and directives for the site pertaining to personnel, visitors, and premises. Controls access to client site or facility through the admittance process Patrols assigned site on foot or in vehicle; checks for unsafe conditions, hazards, unlocked doors, security violations, blocked entrances and exits, mechanical problems, and unauthorized persons. Protects evidence or scene of incident in the event of accidents, emergencies, or security investigations. Responds to incidents of fire, medical emergency, bomb threat, flooding, water discharge, elevator emergency, hazardous materials, inclement weather, and other incidents. Prepares logs and reports as required. Specific duties or tasks may vary and be documented separately. The employee might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity. 

Observes and reports activities and incidents at an assigned client site, providing for the security and safety of client property and personnel. Makes periodic patrols to check for irregularities and to inspect protection devices and fire control equipment. Preserves order and may act to enforce regulations and directives for the site pertaining to personnel, visitors, and premises. Controls access to client site or facility through the admittance process Patrols assigned site on foot or in vehicle; checks for unsafe conditions, hazards, unlocked doors, security violations, blocked entrances and exits, mechanical problems, and unauthorized persons. Protects evidence or scene of incident in the event of accidents, emergencies, or security investigations. Responds to incidents of fire, medical emergency, bomb threat, flooding, water discharge, elevator emergency, hazardous materials, inclement weather, and other incidents. Prepares logs and reports as required. Specific duties or tasks may vary and be documented separately. The employee might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity.  

Reporting to Supervisor, Taxation Services, the Tax Accounting Analyst is responsible for ensuring transactions in the property tax system for the City are in compliance with legislation, policies and PSAB standards while ensuring efficient customer focused service delivery.

Responsibilities:

• Ensure the integrity of tax account data, resolve anomalies, and manage payment options
• Monitor tax payments, manage the property tax schedule, and oversee tax adjustment applications
• Ensure legislative compliance for tax rebates, reductions, and refunds, including Senior, Disabled, Charity, Heritage, and Tax Deferral programs
• Manage assessment base, including reviewing property sales, municipally owned properties, and assessment accuracy with M.P.A.C.
• Coordinate with financial institutions for mortgage tax program management, including interest additions and deletions, payment reconciliation, and compliance reporting
• Perform tax accounting analysis, including reconciliation of property tax subledger, daily transaction reviews, remittances, and providing recommendations to management
• Assist Tax Administration staff where necessary and other duties as assigned
• Support and demonstrate the City of Oshawa core values of Authenticity, Courage and Trust

Requirements:

• Demonstrated knowledge and skill normally associated with the completion of a three (3) year degree in Business Administration from a recognized community college and a minimum three (3) years of relevant property taxation experience in a municipal environment
• Completion of the Municipal Tax Administration Program (M.T.A.P.) certification is required
• LEAN certification is considered an asset
• Strong mathematical, analytical skills, investigative and research abilities with a high level of financial accounting skills and possess a sense of accuracy and thoroughness along with good organizational and administrative skills
• Established skills and experience using PC equipment and related software applications, (i.e. MS Office Suite, Knowledge of TXM tax software, PeopleSoft, Intelligenz software) and other information technology relating to municipal government taxation
• Excellent customer service experience and good communication skills, both oral and written, to deal effectively with the public, staff, other levels of government
• Demonstrated ability to work on own initiative and under pressure in order to meet rigid deadlines

Please be advised that position location as noted is at the time of posting and is subject to change, as required due to operational needs.

We would like to thank all applicants however, please note that only those selected to attend an interview will be contacted and all other applicants will be kept on file. Applicants are advised that written, oral and practical testing may form part of the selection process.