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Financial Services Representative Full-time Job

CIBC

Financial Services   Westmount
Job Details

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

Westmount-Sherbrooke&Victoria

 

Employment Type

Regular

 

Weekly Hours

37.5

 

Skills

Accountability, Banking, Building Trust, Communication, Credit, Financial Products, Investments, Lending (Inactive), Relationship Building, Teamwork

Financial Services Representative

CIBC
Westmount - 31.67km
  Financial Services Full-time
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 Se...
Learn More
Sep 4th, 2024 at 16:47

Customer Service Representative Full-time Job

BMO CANADA

Customer Service   Blainville
Job Details

Application Deadline:

09/17/2024

Address:

280 de la Seigneurie Ouest

 

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).

Customer Service Representative

BMO CANADA
Blainville - 33.17km
  Customer Service Full-time
  33,850  -  44,000
Application Deadline: 09/17/2024 Address: 280 de la Seigneurie Ouest   Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice an...
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Sep 3rd, 2024 at 13:31

DATA ENTRY CLERK Full-time Job

UPS

Administrative Jobs   Blainville
Job Details

Job Summary

This position performs advanced administrative responsibilities including preparation and analysis of more complex reports, compilation of information from various sources, handling small scale projects, and analysis using various software packages. This position may direct the work of others and provide instruction and guidance to lesser experienced employees. This position performs general office duties including word processing, data entry, auditing documents, answering phones, distributing mail, reserving conference rooms, coordinating meetings and other duties as assigned. This position may deal with confidential material on a regular basis.
Responsibilities:
Executes a comprehensive examination of various documents including commercial invoices, international bills of lading, and shipping documents to ensure completeness and accuracy.
Researches and corrects errors resulting from incorrect pre-advise information.
Compiles and saves shipping documents (paper or electronic) to comply with government regulations.
Prepares complex reports/presentations.
Performs analysis using various software packages and databases (e.g. MS Access).
Provides advanced office support knowledge and skills.
Prepares and/or coordinates information for internal and external contacts.

Qualifications:
High School Diploma, GED, or International equivalent
2+ years' office warehouse support experience - Preferred
Strong analytical, oral/written communication, problem solving, basic research, attention to detail and time management skills
Proficiency in Microsoft Office (Word, Excel, Access, and Outlook)
Accurate and rapid data entry

Hours:

3:00am to 9:30am

Requires flexibility with work hours depending on the day.

DATA ENTRY CLERK

UPS
Blainville - 33.17km
  Administrative Jobs Full-time
Job Summary This position performs advanced administrative responsibilities including preparation and analysis of more complex reports, compilation of information from various sour...
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May 31st, 2024 at 17:19

DELIVERY DRIVER Full-time Job

UPS

Transportation & Logistics   Blainville
Job Details

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

Qualified applicants must have a valid class 5 driver’s license or higher issued in the province of Quebec. Package Delivery Drivers are expected to comply with UPS appearance guidelines. New drivers could cover multiple residential areas, so area knowledge is an asset as well as the ability to read a map.

COMPENSATION

  • Starting hourly rate: $ 17.30/h+ *bonus $ 2.70/h*
  • Maximum rate: $ 32.99/h (probation + 48 month progression)
  • Paid weekly - every Friday direct deposit into your account
  • Immediate access to UPS ‘Employee Discounts’ upon hiring
  • Paid training
  • Opportunity for advancement

SCHEDULE

  • Start time between 9 AM and Noon, Monday to Friday
  • Approximately 40 to 45 hours a week
  • Working hours are not guaranteed and depend on the volume of days

REQUIREMENTS

  • Ability to lift up to 70 lbs. (35kg) without assistance and 150 lbs. (68kg) with assistance
  • Ability to read and navigate with map books
  • Minimum 21 years of age (for insurance purposes)
  • Valid class 5 driver’s license
  • Clean Driver’s Abstract respecting the following conditions:
    • a) No at fault accidents within the last 3 years
    • b) No traffic violations within the last 12 months
  • Bilingual

*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.

DELIVERY DRIVER

UPS
Blainville - 33.17km
  Transportation & Logistics Full-time
  17.30  -  32.99
UPS is looking for individuals who enjoy working in a physical, fast-paced, outdoor environment that involves delivering packages in residential areas for UPS. Package Delivery Dri...
Learn More
Apr 10th, 2024 at 13:47

Security Agent Full-time Job

Securitas Canada

Security & Safety   Montréal
Job Details

The security officer is positioned at the reception of the site offices. He performs administrative tasks while ensuring security officer responsibilities in order to guarantee the security of the premises. 

Working hours

  • Monday to Friday, 8:00 a.m. to 5:00 p.m., with some additional Fridays.
  • Permanent position 40 hours per week
  • Hours Various

 Job Description

  1. Positioned at the reception of the site offices, providing initial contact with employees and customers.
  2. Administrative tasks, such as Purolator and various orders requested by the customer.
  3. Receiving calls and transferring them to different departments.
  4. Floor and camera surveillance.
  5. Access control (visitors, maintenance, employees).
  6. Patrols on the site
  7. Daily checks and inventory of first aid kit.
  8. Registration of new employees' contact details in the security system and printing of access cards.
  9. Additional administrative tasks to ensure the security of the premises.

Note: Specific duties may vary and be documented separately. Employee may not be required to perform all duties listed. Additional duties may be assigned and duties modified as business needs dictate.

 Job Requirements

  • Valid  security guard license  (BSP).
  • Valid  first aid certificate  (CPR).
  • Bilingualism - French and English.
  • Computer skills.
  • Good physical condition to carry out patrols.
  • Excellent verbal and written communication skills.
  • Customer service oriented with a friendly and professional approach.

#AF-Quebec

Security Agent

Securitas Canada
Montréal - 33.68km
  Security & Safety Full-time
The security officer is positioned at the reception of the site offices. He performs administrative tasks while ensuring security officer responsibilities in order to guarantee the...
Learn More
Dec 30th, 2024 at 10:21

Driver, truck Full-time Job

Kouraim Express

Transportation & Logistics   Montréal
Job Details

Overview

Languages

French

Education

  • No degree, certificate or diploma

Experience

Experience an asset

On the road

 Work locations may vary. Frequent or constant travel is required from the employee.

Responsibilities

Tasks

  • Plan or adjust routes based on changing conditions, using computer equipment, global positioning systems (GPS) equipment, or other navigation devices, to minimize fuel consumption and carbon emissions
  • Professionalism in customer service
  • Drive as part of a two-person team or convoy
  • Load and unload goods
  • Oversee condition of vehicle and inspect tires, lights, brakes, cold storage and other equipment
  • Perform emergency roadside repairs
  • Record cargo information, hours of service, distance travelled and fuel consumption

Credentials

Certificates, licences, memberships, and courses 

  • Class 5/5F/G Licence (cars, small trucks and other 2-axle vehicles)
  • Transportation of Dangerous Goods (TDG) Certificate

Experience and specialization

Documentation knowledge

  • Driver logbook
  • Inspection report (pre-trip, en-route, post-trip)
  • Maintenance and repair reports

Transportation/travel experience

  • Local
  • Regional

Additional information

Transportation/travel information

  • Valid driver's licence

Work conditions and physical capabilities

  • Handling heavy loads
  • Overtime required

Weight handling

  • Up to 23 kg (50 lbs)
  • More than 45 kg (100 lbs)

Own tools/equipment

  • Cellular phone
  • Steel-toed safety boots

Personal suitability

  • Reliability
  • Punctuality

Benefits

Financial benefits

  • Gasoline paid

Other benefits

  • Paid time off (volunteering or personal days)
  • Parking available

 

How to apply

By email

 

[email protected]

Driver, truck

Kouraim Express
Montréal - 33.68km
  Transportation & Logistics Full-time
  20  -  25
Overview Languages French Education No degree, certificate or diploma Experience Experience an asset On the road  Work locations may vary. Frequent or constant travel is required f...
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Dec 30th, 2024 at 09:46

Internal communications advisor Full-time Job

EspaceProprio

Marketing & Communication   Montréal
Job Details

Does this speak to you? Would you like to put your passion to good use and join the corporate communications team as an Internal Communications Advisor ?  

 

Concretely, what will your days look like ? 

  • Support the team in the development and implementation of internal communications plans and strategies . 

  • Write, edit and distribute clear and concise communications to team members. 

  • Manage internal channels (intranet, newsletter, Viva Engage) and ensure the quality and relevance of content . 

  • Support the planning and execution of internal corporate events that stimulate employee engagement ( holiday evening, recognition program, team meetings , etc.)  

  • Collaborate on the creation of various content for internal meetings. 

  • Prepare documents of all kinds (plans, presentations, key messages, etc.) . 

 

What do you need to be an Internal Communications Advisor with us ? 

  • Have a bachelor's degree in communications or any other discipline relevant to the position . 

  • Have 3 years of relevant experience in internal communications and employee engagement, ideally in a corporate environment . 

  • Have strong organizational skills. 

  • Be able to manage multiple priorities simultaneously . 

  • Be autonomous , creative and able to work in a constantly changing environment . 

  • Demonstrate strong writing skills. 

  • Have a good sense of judgment and good ability to summarize and organize. 

  • Be able to travel occasionally to the company's various sites. 

  • Demonstrate strong ability to develop and maintain positive and lasting relationships with colleagues . 

  • Have solid knowledge of the MS Office suite. 

 

Benefits that make a real difference: 

  • A group insurance program paid in part by the employer (drug, dental, travel, life, disability insurance, etc.) including a $500 health account; 

  • A bonus system to highlight and reward your work;  

  • A generous holiday policy; 

  • 5 days of paid mobile leave upon your arrival at your post; 

  • Access to an employee and family assistance program (PAEF);  

  • A telemedicine service;  

  • An annual allowance of $200 for your sports and cultural activities; 

  • A day of paid leave during your move and for volunteering; 

  • Several discounts used so that you can carry out your real estate projects with complete confidence and at lower costs. 

 

And we don't stop there, because we really care about you: 

  • A hybrid and flexible teleworking formula ; 

  • An integration process to quickly familiarize you with your work environment and our services; 

  • A work environment that prioritizes both your professional development and your personal growth; 

  • A social club that ensures your daily life with us is pleasant and stimulating; 

  • Collaborative teamwork where your wildest ideas are welcomed and even encouraged.

Internal communications advisor

EspaceProprio
Montréal - 33.68km
  Marketing & Communication Full-time
Does this speak to you? Would you like to put your passion to good use and join the corporate communications team as an Internal Communications Advisor ?     Concretely, what will...
Learn More
Dec 25th, 2024 at 15:13

Residential Sales Representative (Montreal) - Part time Part-time Job

EspaceProprio

Real Estate   Montréal
Job Details

To achieve this, we have developed a corporate culture that truly puts the employee at the heart of its priorities.    

 

DuProprio is currently looking for a part-time Residential Sales Representative in the Montreal area.

 

Does this speak to you? Do you want to join a team that has been revolutionizing the world of real estate since 1997?  

  

Concretely, what will your days look like?  

  • Represent EspaceProprio ( DuProprio) in different marketing events;  

  • Visit our clients to explain how the tools and support services available to them work ;  

  • Guide customers in choosing their DuProprio package  

  • Take interior and exterior photos of properties (including 3D virtual tours if necessary );  

  • Ensure revenue growth by achieving various business objectives; 

  • Manage emails, orders, customer files, calls, training, etc.  

  

What do you need to be a Residential Sales Representative with us?    

  • Love customer service and sales;  

  • Have an ease in handling new technologies;  

  • Have a valid driving license and a car;  

  • Reside in the Montreal region ;  

  • Be available 2 to 3 days per week, including weekends ; 

  • Possess excellent interpersonal skills; 

  • Have an attention to detail;  

  • Have experience in sales/representation;  

  • Have knowledge of real estate or a field related to housing;  

  • Be in good physical condition (walking, carrying equipment, weather conditions);  

  • Enjoy working in a team (collaboration with peers );  

  • Demonstrate autonomy;  

  • Operate effectively in changing environments. 

 

 

Benefits that make a real difference  

  • A group insurance program paid in part by the employer (drug, dental, travel, life, disability insurance, etc.) including a $500 health account;  

  • Paid mobile leave days upon starting your job; 

  • Access to an employee and family assistance program (PAEF );   

  • A telemedicine service ;   

  • An annual allowance of $200 for your sports and cultural activities;  

  • A day of paid leave during your move and for volunteering;  

  • Several discounts used so that you can carry out your real estate projects with complete confidence and at lower costs.  

 

 

And we don't stop there, because we really care about you.  

  • An integration process to quickly familiarize you with your work environment and our services;  

  • A work environment that prioritizes both your professional development and your personal growth;  

  • A social club that ensures your daily life with us is pleasant and stimulating. 

 

 

EspaceProprio is an independent subsidiary of the Desjardins Group, which works exclusively in the field of housing and ensures the integration, coordination and support of the various companies acquired by Desjardins, such as DuProprio, RénoAssistance and Confia.

 

 

#LBDP
#LI-Onsite

Residential Sales Representative (Montreal) - Part time

EspaceProprio
Montréal - 33.68km
  Real Estate Part-time
To achieve this, we have developed a corporate culture that truly puts the employee at the heart of its priorities.       DuProprio is currently looking for a part-time Residential...
Learn More
Dec 24th, 2024 at 14:30

Bilingual Administrative Coordinator Full-time Job

Royal Bank Of Canada

Administrative Jobs   Montréal
Job Details

What is the opportunity?

RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner – High Net Worth Planning Services Specialists to enable them to focus on providing superior client service.

 

What will you do?

  • Oversee the efficiency of day-to-day operations

  • Fulfill administrative duties: Printing, packaging ,and mailing of client reports

  • Manage specialist calendars and meeting materials

  • Complete monthly expense reports

  • Maintain and order equipment and supplies

  • Manage files and records, and complete travel arrangements

  • Assist with preparations for business seminars and special events  

 

What do you need to succeed?

Must have:

  • A minimum of two years of experience in a similar position in the financial industry

  • Strong working knowledge of Microsoft Office

  • Effective written, verbal and electronic communication skills

  • Self-motivated and able to work with minimal supervision

  • Ability to work effectively with others and be perceived as a team player

  • Ability to work under pressure to meet deadlines

  • Good attention to detail and Strong time management skills

  • Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.

 

Nice to have:

  • IFIC

  • CSC

 

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 world-class training program in financial services

  • Work in a dynamic, collaborative, progressive, and high-performing team

  • Opportunities to take on progressively greater accountabilities

  • Ability to make a difference and lasting impact  

 

 

Job Skills

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

 

 

 

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-07-17

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Bilingual Administrative Coordinator

Royal Bank Of Canada
Montréal - 33.68km
  Administrative Jobs Full-time
What is the opportunity? RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordin...
Learn More
Dec 24th, 2024 at 14:28

Administration Assistant Full-time Job

BMO Canada

Administrative Jobs   Montréal
Job Details

Application Deadline:

02/28/2025

Address:

1501 McGill College Avenue

 

***This job posting is intented for future hiring in 2025***

 

 

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.

 

As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.

  • 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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Bilingualism French and English.
  • 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.

 

Please note the base salary for this specific position in Montreal is $ 40,000.00 and this role may be eligible to receive a monthly discretionary bonus.

 

 

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

 

Salary:

$32 700,00 - $48 600,00

Administration Assistant

BMO Canada
Montréal - 33.68km
  Administrative Jobs Full-time
  32,700  -  48,600
Application Deadline: 02/28/2025 Address: 1501 McGill College Avenue   ***This job posting is intented for future hiring in 2025***     Supports one or more Investment Advisors (IA...
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Dec 18th, 2024 at 15:25

Healthcare & Professional Specialist Full-time Job

Scotiabank

Medical & Healthcare   Montréal
Job Details

The Healthcare and Professional Specialist is part of a national team responsible for leveraging their expertise for the profitable growth of new high value customers, healthcare and professional customers. He/she acquires new healthcare and professional customer relationships through involvement in industry events and relationships with local Professionals, COI’s serving the segment, Scotiabank Partners and Professional Associations with a footprint in the local market, while retaining and expanding existing ones, as well as from Retail and other internal partners. He/she is responsible for meeting assigned targets, which include asset, deposit and revenue growth and business development activities, retention and referral goals as well as other objectives related to customer service, operational effectiveness and personal development.

 

What you will be doing...

  • Manage and grow a business banking portfolio of existing and new high value healthcare and professional customers, Centers of Influence and professional associations with the purpose of achieving significant growth, retention and other targets while meeting the Bank's Service Standards by:
    • Developing and maintaining knowledge of assigned healthcare and professional customers including the nature and progress of their business, their financial position, and the terms and conditions of financial services used
    • Providing specialized healthcare and professional customers expertise and business/finance advice which increases the business owner's ability to succeed in their business
    • Developing and maintaining business relationships with Centres of Influence (COI) including influential customers, internal and external referral sources
    • Responding to requests for service, instructing and guiding customers in service use and confirming their satisfaction with the service
    • Taking steps to recover customer relationships, when required

 

  • Acquire new healthcare and professional business owner relationships and expand existing ones to achieve, or assist partners in achieving, sales and other goals by:
    • Planning and completing relationship building activities which create sales opportunities and/or provide value to customers, developing and maintaining an awareness of events, trends and practices in the healthcare and professionals markets
    • Identifying prospects using multiple channels including asking for referrals from existing customers, collaboration with Scotiabank partners and COIs, developing a network of community business contacts and participating in marketing/educational seminars
    • Discovering business and personal banking needs/preferences on both sides of the customer's balance sheet
    • Proactively collaborating with Branch Managers and Wealth Management Consultants to ensure a Total Solutions approach (business and personal lending, payments and investments), is provided to each new and existing healthcare and professional customer
    • Assisting and advising Scotiabank partners (Branch Managers, SBAs and FAs) in marketing, structuring and closing certain healthcare and professional deals with existing Branch customers
    • Responding to requests for business banking solutions by collecting relevant information, processing the requests, and conducting due diligence as applicable
    • Negotiating compensation for financial products and services, as applicable and in accordance with Bank policy
    • Informing the customer of what to expect and when the service is set up for their use, providing necessary set up instructions where appropriate, and ensuring the set up occurs according to plan

 

  • Manage an assigned credit portfolio at an acceptable level of risk by:
    • Working closely with the SPP Solutions Managers/ACE when processing deals
    • Leveraging experience & consulting with Regional SPP Specialists, as required
    • Completing credit reviews in a timely and sufficiently detailed fashion
    • Authorizing, renewing or declining customer requests within standard Bank policies and authorized limits, forwarding others as per established processes
    • Preparing and/or ensuring all documentation is properly completed
    • Ensuring accounts adhere to the conditions of authorization
    • Identifying and resolving deviations from the conditions of authorization
    • Identifying deteriorating and/or unsatisfactory trends affecting the loan portfolio, seizing opportunities to reduce risk and loss

 

  • Contribute to Specialty Business Banking’s overall financial and non-financial objectives by:
    • Developing an understanding of the branch financial and non-financial goals and how to contribute to them
    • Negotiating aggressive yet achievable financial and non-financial goals
    • Participating in team meetings, skill-building sessions and one-on-one coaching sessions
    • Adhering strictly to Bank and Branch security procedures and assigned authorities and responsibilities, and reporting any unusual occurrences or fraudulent activity to your supervisor as soon as you become aware of it.
    • Adhering to and ensuring compliance with regulatory activities and guidelines including Privacy, Anti- Money Laundering/Anti-Terrorist Financing, FCAD, Know Your Customer, CDIC, Occupational Health & Safety

 

  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

 

  • Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.

 

  • Champions a high performance environment and contributes to an inclusive work environment.

 

What you need to succeed...
 

  • At least 2 years of experience in corporate banking and relationship management.
  • Basic university/college courses in accounting, finance, business law, and economics, or equivalent work experience
  • Expert knowledge of the features and benefits of Small Business products and services, selling approach, selling tools and calculators
  • Expert knowledge of the specialist’s marketplace, proven expertise in the healthcare and professional segment within that marketplace
  • Expert knowledge of the applicable software and technology platforms for Small Business including the supporting systems such as the ACE and GRM, Sales Builder, Intralink etc.
  • Thorough knowledge of applicable risk management policies and processes
  • Thorough knowledge of legal and security documentation for small business products
  • Thorough and proven knowledge of interviewing, solicitation, marketing and business development techniques
  • Thorough knowledge of applicable branch procedures, processes and workflows
  • Thorough knowledge of small business legal structures, life cycles and owner characteristics
  • Thorough knowledge of business financial statements, especially the healthcare and professional segments
  • Working knowledge of the features and benefits of retail products and services
  • Working knowledge of other business line/partner offerings (ie. Wealth Management, Commercial Banking, MD Financial, Enterprise Solutions)
  • Working knowledge of competitor offerings and alternate sources of financing
  • Working knowledge of economic conditions and political events affecting businesses, especially in the professional/ healthcare segment
  • The ability to build and maintain key relationships is essential, along with the ability to influence and persuade others. The incumbent must possess tactical planning, implementation and organization skills. A high degree of flexibility is required to adapt to a wide variety of tasks and functions.

 

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English-speaking clientele.

Healthcare & Professional Specialist

Scotiabank
Montréal - 33.68km
  Medical & Healthcare Full-time
The Healthcare and Professional Specialist is part of a national team responsible for leveraging their expertise for the profitable growth of new high value customers, healthcare a...
Learn More
Dec 12th, 2024 at 14:29

International Office - Brokerage Liaison 08:00 - 12:00 Part-time Job

UPS

Administrative Jobs   Montréal
Job Details

The International Office Brokerage Liaison must have very good multi tasking and decision making skills, in a fast paced and critical import office environment.

Duties and Responsibilities

  • Review Broker Age and Warehouse Reports and compile a list of aging shipments. Follow up with brokers, importers and shippers to expedite customs clearance on these aging shipments. 
  • Respond to broker requests via email and phone.  
  • Familiarize with customs e-manifest portal in order to check status and link shipments.
  • Monitor various reports and take appropriate action when required.

Required Knowledge, Skills and Abilities

  • Bilingual
  • MS Office (Word and Excel)
  • Key Entry skills
  • Able to make accurate and timely decisions in a very fast paced environment
  • Work in a responsible manner

Preferred Knowledge, Skills and Abilities

  • Work Hours Flexibility
  • ISPSYS/OPSYS

Note: Testing will be conducted.

Job type: part-time

Work location : 221 32E Avenue, Montréal, QC H8T 3H2

Working schedule: Monday – Friday

Shift start:  8am – 12pm flexibility

Pay rate: $17.30

**Applicant must be able to work up to 25 hours per week**

International Office - Brokerage Liaison 08:00 - 12:00

UPS
Montréal - 33.68km
  Administrative Jobs Part-time
  17.30
The International Office Brokerage Liaison must have very good multi tasking and decision making skills, in a fast paced and critical import office environment. Duties and Responsi...
Learn More
Dec 5th, 2024 at 14:23

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