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09/13/2024

Address:

39 Manitoba Street East

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

• Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
• Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
• Supports the achievement of sales and performance targets.
• Develops and implements a relationship management plan to meet the needs of client.
• Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Executes work to deliver timely, accurate, and efficient service.
• Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
• Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
• Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
• May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
• Builds effective relationships with internal/external stakeholders.
• Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• CFP designation preferred or one of the following:
• Personal Financial Planner (PFP) designation,
• Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
• Financial Planning I & II (FP I & II).
• Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
• Advanced working knowledge of financial industry.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Starting salary is $55,000 plus upward commission potential

$42,300.00 - $78,400.00

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).

09/07/2024

Address:

3225 St-Martin Ouest Blvd

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 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.
• 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 Laval 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.

$32 700,00 - $48 600,00

The Fleet Services Pay Specialist will support the non routine pay audit process for our brokers & drivers.

How You'll Help:

• Review, audit non routine pay requests
• Send all non routine pay requests for processing
• Manage and own all non routine pay rules
• Responsible for orientation reimbursement process [brokers paid for for diver training]
• Manage reimbursement for random drug testing and road tests when applicable
• Manage premium pay for US partner carrier trucks
• Tracking and reporting on non routine pay trends
• Identifying non compliance with respect to non routine pay policies and outlininging where additonal training may be needed
• Other duties as assigned by manager

Your Skills & Experience:

• Minimum of secondary education, with preference of post-secondary education (general stream), or a combination of education and experience.
• Previous Transportation or operational experience is preferred, various roles within transportation would be beneficial
• Communication skills - advanced
• Computer skills – accuracy, MS products, TruckMate, web based programs
• Demonstrated customer relationship skills
• Strong conflict resolution skills
• Able to work deadlines in high transactional environment
• Ability to champion business needs in a collaborative manner to colleagues
• Ability to review data and manage reports
• Results focused
• English, other languages an asset 
• Able to work with little supervision
  
  If you’re chosen for the role, you’ll be asked to provide reference and criminal background checks before employment. You’ll only be contacted if you’re selected for an interview. 

The P&D Planner will be responsible for planning, organizing and monitoring incoming and outgoing freight to ensure the most timely and efficient utilization of dock space, equipment and movement of freight.

How You’ll Help

• Creating routes/load plans that take all business requirements into consideration [customer experience, operational efficiencies & increased cost savings for the company and our driver/broker community.
• Review route/load plan within system and initiate adjustments to the plan as required, inclusive of appointment freight.
• Trigger optimization, if necessary to ensure P&D plan is aligned.
• Ensure all trailer and route planning in accordance with transportation laws and company policies regarding weight and weight distribution, cbing, transportation of dangerous goods are being followed.
• Plan dock loading, unloading and staging locations as well as monitor and execute dock door assignments.
• Monitor and review close times and productivity, noting trends to support improvement initiatives.
• Ensure shipments are status coded when being added and/or removed from load plan.
• Making suggestions for improvement in planning and dock processes for increased efficiency.
• Other related duties as may be required.

Your Skills & Experience: 

• A minimum secondary education, with preference for post-secondary education in supply chain and logistics management.
• A suitable combination of post-secondary education and experience will be considered.
• Minimum of two-three years’ experience in dock and/or P&D dispatch operations, preferably in the transportation industry.
• Other experience in the transportation industry may be considered and in addition to dock/dispatchexperience would be considered an asset. 
• Strong communication skills in both English and French.
• Advanced computer skills as well as experience with MS Office products and web-based programs. Previous experience with Truckmate and Bringg is an asset.
• Ability to work under tight deadlines in a fast paced environment.
• Analytical thinker, able to analyze data and make operational decisions based on that data.
• Strong sense of urgency and ability to respond to demands in a calm manner.
• Exceptional interpersonal and leadership skills to manage demands and resolve issues.
• Strong problem-solving skills with the ability to implement proactive solutions to support operational demands and efficiencies. 
• Results focused.
• Strong attention to detail.
• Process driven.
• Time Management.
• Collaborative.
• Ability to quickly implement feedback into process.

Weekly Hours: 40 

Closing Date: 09/17/2024 

Closing Date: 09/17/2024

Hourly Rate/Salary: $ 111,337.00 - $ 148,451.00 

Application Close: 05/12/2024

WHAT YOU NEED TO KNOW

• Language Requirement: English oral, reading, writing       
• Police Record Check: The successful candidate will be required to complete a Criminal Records and Judicial Matters Check with the Police Services detachment in their jurisdiction to the City of Ottawa’s satisfaction.; Note: Under the age of 18, requires a Criminal Record and Judicial Matters check in place of the Vulnerable Sector Check.; Police record checks completed by a third-party company will not be accepted.
• You may initially be paid 95% of your starting rate of pay, in accordance with the collective agreement.
• Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements. 
• Please save a copy of the job poster. Once the closing date has passed, it will no longer be available. 

We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted. 

As a Journeyperson Heavy Equipment Technician  specializing in Transit Fleet Maintenance, you will play an important role in inspecting, maintaining, and repairing a variety of Transit vehicles. You'll diagnose issues, test components, and execute installations and rebuilds as needed to ensure vehicles meet operational standards. The role involves working across different environments, from light repair service shops to heavy overhaul facilities, where you'll also maintain and service equipment essential to the maintenance process. Your expertise will contribute directly to the reliability and efficiency of public transit systems, supporting safe and effective transportation for communities.

Apprentices will receive specialized training and support from our Technical Trainers and Journeyperson mentors to achieve the expertise required to keep our fleet moving now and into the future with evolving fuel technologies.

What will you do?

• Perform inspections, preventative maintenance, minor and heavy duty repairs and overhaul work on all components, including engines, electrical controls and systems, power train, brakes, steering, suspension, transmissions, fueling and other systems
• Contribute to ongoing workflow processes by entering detailed data and information into a computerized fleet management system to record job times, work performed and maintenance history
• Follow approved methods and techniques as set out in the manufacturer's manual and shop and engineering instructions
• Work within the standard job times for routine work
• Perform basic and complex diagnosis of systems through the use of diagnostic scanning tools, computer software and traditional methods
• Lubricate vehicles and/or ensure lubrication is carried out as required
• Perform Commercial Vehicle Inspections (CVIP) and maintain credentials
• Complete major repair authorization forms, provincial certifications, Preventative Maintenance inspection sheets, and other required documentation
• Adhere to established Safe Work Practices, Standard Operating Procedures, and OH&S and Environmental standards and procedures

Qualifications

• Established Alberta qualified apprentice; 3rd year Truck & Transport Technician, or 4th year Heavy Equipment Technician
• Journeypersons: Two (2) years of experience in an operational/vehicle maintenance environment 

Assets:

• AssetWorks M5 experience

Skills required for success:

Apprentices:

• Valid Alberta Industry and Trade Apprenticeship 
• Ability to achieve credentials as a Certified Alberta Journeyperson in the trade of Heavy Duty Mechanic/Technician or Truck and Transport within the prescribed timeline
• Ability to maintain passing grades acquire the technical skills to progress in the program
• Team player with strong problem solving and interpersonal skills
• Adaptability to changing work environments and emerging technologies
• Capable of competently using vehicle diagnostic computer programs
• Ability to accurately enter data and information into a computer
• Able to understand, communicate, read and write English at a level needed to meet job-related task and safety requirements
• Knowledge of the occupational hazards and OH&S safety precautions applicable to the trade
• Alignment to our Cultural Commitments and Leadership Competencies (https://bit.ly/4brRrXm) 
• Embracing a culture of equity, diversity, reconciliation and inclusion

Conditions of Employment:

• Valid Class 3 Alberta Operator's Licence with Air Brake endorsement; must have the ability to obtain and maintain as a condition of employment
• Maintaining a City Driver's permit is a requirement of this position
• Ability to obtain and maintain a Provincial Highway Inspection Certificate (CVIP) upon achieving Journeyperson status
• Ability to physically perform the duties and wearing the PPE as required
• Capable of passing a job-related physical abilities evaluation (includes lifting 75 pounds) and a City medical examination

Work Environment:

• Ability to work a variety of shifts on a 24/7 shift cycle
• Environmental conditions may include: heat, cold, wet, dust, noise, heights, exposure to mechanical and/or electrical hazards

The City of Edmonton values applicants with a diverse range of skills, experiences and competencies, and encourages you to apply. We strive to provide reasonable access and accommodations throughout the recruitment process. To request an accommodation, please contact [email protected]. Learn more about our benefits https://bit.ly/COEbenefits.

Up to 10  permanent full-time positions 

Hours of Work:  40 hours per week.

Salary Range:

• Apprentice: $31.902 - $41.015 Hourly; $66,611.380 - $85,639.320 Annually
• Journeyperson: $45.572 Hourly; $95,154.340 Annually

Talent Acquisition Consultant: JF/SG

IND 123

Classification Title: Heavy Equipment Technician
Posting Date: Aug 30, 2024
Closing Date: Ongoing
Number of Openings (up to): 10 - Permanent Full-time
Union: ATU 569
Department: City Operations
Work Location(s): Various Transit Garages Edmonton (City Wide)