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What you'll be doing

CIBC’s Wood Gundy team  is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients.  This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.

How you'll succeed

• Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.

• Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.

• Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.

• Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.

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 engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

• You understand that success is in the details. 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 partner. You build trust through respect and authenticity.

• 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.

Job Location

Collingwood

Weekly Hours

37.5

Skills

Accountability, Activity Coordination, Communication, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Taking Initiative

Job Summary: The Director must be willing to participate in cross functional problem solving and process improvement efforts to understand, document, and improve current procedures focused on, lowering costs, increasing efficiency, decreasing risk, and increasing profits to continually improve all aspects of organizational performance.

Key Responsibilities: Functioning as a core member of the Executive team to provide guidance and leadership to Management and advise Executive team to assist in helping the company achieve its strategic goals and objectives as well as increases in operating performance the Director will:

• Oversee the efficient and effective day-to-day operation of the organization 
• Identify, assess and inform the Executive team of internal and external issues that affect the organization or its people (clients, staff, management etc.), property, finances, goodwill and  image and implement measures to control risks or resolve the issue
• Ensure that the operation of the organization meets the expectations of its stakeholders
• Develop and implement an operational plan which incorporates goals and objectives that work towards the strategic direction of the organization
• Monitor the day-to-day delivery of the programs and services of the organization to maintain or improve quality and ensure that the programs and services offered by the organization contribute to the organization's mission and reflect the priorities of the Company
• Establish a positive, healthy and safe work environment in accordance with all appropriate legislation and regulations
• Implement a performance management process for all staff which includes monitoring the performance of staff on an on-going basis and conducting an annual performance review
• Coach and mentor staff as appropriate to improve performance
• Discipline staff and sub-contractors when necessary using appropriate techniques; terminate when necessary using appropriate and legally defensible procedures
• Identify and lead new business opportunities, oversee the development of fund raising plans and write funding proposals to increase the funds of the organization
• Approve expenditures within the authority delegated by the Executive team
• Perform other responsibilities as assigned by the President or Vice President

Job Requirements:

• Bachelors’ degree in business or related field is preferred but not required
• Prior Management experience in the applicable industry at a Senior Management Level
• Excellent interpersonal communication skills including negotiation, problem resolution and presentation skills as well as proficiency in MS Office products a must (Excel, Word, Outlook and PowerPoint)
• Detail-oriented with excellent organizational skills
• Analytical skills, including demonstrated skills to reconcile financial data and metrics, prepare reports, and read technical manuals are necessary
• Adaptability and willingness to be flexible, versatile and/or tolerant in a changing work environment while maintaining effectiveness and efficiency
• Able to speak, listen and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques.
• Ability to anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters
• Ability to work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
• Positively influence others to achieve results that are in the best interest of the organization
• Set priorities, develop a work schedule, monitor progress towards goals, and track details, data, information and activities
• Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem.
• Must pass all pre-employment screening and complete background check (criminal, prior employment)

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.

• While performing the duties of this job, the employee is frequently required to sit, stand, walk and talk or hear. The employee is occasionally required to use hands and fingers to handle, or feel objects, tools, or controls; and reach with hands and arms.
• The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is performed primarily in an office setting. The noise level in the work environment is usually moderately quiet

Overview

Overview

This position is a temporary and seasonal Full-time role with a projected end date in January 2025 (based on operational needs). This role involves driving, continual lifting, lowering, and carrying packages in a physical, fast-paced environment. Drivers practice safe transportation methods while traveling to and from destinations, ensuring the best customer service through efficiency and dedication.

Job Type: Full-Time -Seasonal

Workdays: Monday to Friday (Flexibility to work Saturdays, must be able to work ALL 5 days of the week)

Work Location: 474 Welham Road, Barrie Ontario.

Shift Start: 9:15 AM - 5:15 PM (Flexibility with Start and Finish time required)

KEY RESPONSIBILITIES AND DUTIES:

• Deliver and pick up UPS packages efficiently and effectively.
• Learn and properly execute UPS safe and defensive driving methods.
• Assist with loading and unloading trucks as required.
• Record, track, and maintain information about delivered packages.
• Comply with UPS appearance guidelines by wearing the company-provided vest and uniform.

REQUIREMENTS:

• Ability to lift up to 70 lbs. (32kg) unassisted. Typical package weight ranges from 25-35 lbs.
• Ability to work in a fast-paced environment
• Proficiency in navigating and finding locations using maps, GPS devices, and map books
• Available to work Tuesday through Saturday/ and some Mondays
• Possession of a valid Ontario G driver’s license
• Clean Driver's Abstract confirming: A) No at-fault accidents within the last 3 years & no more than 2 violations for the previous 3 years period. B) No traffic violations within the last 12 months and 5 Demerit Points for the previous 3 years
• Strong customer service skills  

COMPENSATION:

• HOURLY WAGE: $17.30
• Union Collective Agreement -$35.78 per hour after seniority plus 48 months of service.
• Overtime
• Weekly Pay
• 2 weeks of paid vacation after one year of service
• Vision, health and dental benefits after one year of service
• Immediate access to UPS ‘Employee Discounts’ upon hiring
• Paid training
• Free Onsite Parking
• Opportunity for advancement within a Fortune 50 Company

This position is a temporary and seasonal Full-time role with a projected end date in January 2025 (based on operational needs). This role involves driving, continual lifting, lowering, and carrying packages in a physical, fast-paced environment. Drivers practice safe transportation methods while traveling to and from destinations, ensuring the best customer service through efficiency and dedication.

Job Type: Full-Time -Seasonal

Workdays: Monday to Friday (Flexibility to work Saturdays, must be able to work ALL 5 days of the week)

Work Location: 474 Welham Road, Barrie Ontario.

Shift Start: 9:15 AM - 5:15 PM (Flexibility with Start and Finish time required)

KEY RESPONSIBILITIES AND DUTIES:

• Deliver and pick up UPS packages efficiently and effectively.
• Learn and properly execute UPS safe and defensive driving methods.
• Assist with loading and unloading trucks as required.
• Record, track, and maintain information about delivered packages.
• Comply with UPS appearance guidelines by wearing the company-provided vest and uniform.

REQUIREMENTS:

• Ability to lift up to 70 lbs. (32kg) unassisted. Typical package weight ranges from 25-35 lbs.
• Ability to work in a fast-paced environment
• Proficiency in navigating and finding locations using maps, GPS devices, and map books
• Available to work Tuesday through Saturday/ and some Mondays
• Possession of a valid Ontario G driver’s license
• Clean Driver's Abstract confirming: A) No at-fault accidents within the last 3 years & no more than 2 violations for the previous 3 years period. B) No traffic violations within the last 12 months and 5 Demerit Points for the previous 3 years
• Strong customer service skills  

COMPENSATION:

• HOURLY WAGE: $17.30
• Union Collective Agreement -$35.78 per hour after seniority plus 48 months of service.
• Overtime
• Weekly Pay
• 2 weeks of paid vacation after one year of service
• Vision, health and dental benefits after one year of service
• Immediate access to UPS ‘Employee Discounts’ upon hiring
• Paid training
• Free Onsite Parking
• Opportunity for advancement within a Fortune 50 Company

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.

11/29/2024

Address:

90 Collier Street

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

• 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.
• Assists the advisory team in preparing for client meetings, including scheduling appointments.
• 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.
• Ensures transactions and tasks are appropriately assigned to team members and completed.
• 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 develop credibility and 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, act in their best interests, and ensure an effectively run branch.
• Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
• Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
• Familiarity with technology applications and software used in the financial planning and investment industry.
• Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
• Successful completion of 30-day BMO NB Investment Representative Licensing Program.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$31,600.00 - $46,200.00

Overview

The Package Handler / Warehouse Worker position is a physical fast-paced and labor-intensive role within a warehouse environment that involves sorting/stocking packages as well as loading and unloading them into and out of UPS package delivery vehicles and trailers.

Compensation / Benefits:

• Weekly Direct Deposit payment
• Tuition reimbursement (up to $3,000 per semester)
• Benefits after meeting requirements

Job Type: Part-Time - Permanent

Work Location: Barrie (474 Welham Road, L4M 4S7)

Workdays: MON-FRI (Candidate needs to be available all 5 days of the week)

Shift Duration / Schedule: Shift starts between 3:00 AM and 5:00 AM and runs for 3-5 hours per day, start times/finish times may vary with volume and operational changes.

Pay rate: Pay rate of $17.30/hr.

Responsibilities and Duties:

• Load and unload packages into package delivery vehicles and trailers
• Learn and properly execute company-established package handling methods
• Sort and stock packages based on postal codes

Qualifications:

• Ability to lift up-to 70 lbs. (35kg) without assistance
• Full availability to work Monday to Friday (all five days of the week)
• Must be able to work 25 hours per week.
• Ability to read and memorize postal codes
• Comfortable working in a fast-paced and physically demanding environment
• Comfortable working inside truck trailers and package delivery vehicles and staying longer than the usual shift hours depending on the operational needs and shipment volume
• No prior experience required

10/19/2024

Address:

509 Bayfield Street, Unit J16

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• A focus on delivering a personal experience to customers.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

$33,850.00 - $43,500.00

Salaried