Overview of the role :

You'll discover a stimulating atmosphere that fosters your professional growth in a clean and safe environment. Reporting to the Maintenance Supervisor, the Maintenance Electrician is responsible for the installation and maintenance of electrical, instrumentation, mechanical and automation systems within the facility.

Schedule: Monday-Friday11pm-7:30am

Salary:

• Licensed: Probationary Rate – $42.33; Top Rate – $44.56
• Non-Licensed: Probationary Rate – $36.80; Top Rate – $38.74

We support and take care of our employees and their families by offering :

• Advantageous corporate agreements
• Full range of group insurance benefits
• Group retirement pension plan with employer contribution
• Purchase option of company stocks
• Group RRSP
• Health and wellness program in the workplace
• Assistance program for employees and their families
• Saputo products at a discounted price

How you will make contributions that matter:

• Repair and maintenance of filling machines, pasteurizing process systems, packaging systems and conveyers common to a dairy operation;
• Read and interpret drawings, blueprints, schematics and manuals to determine layout of industrial electrical equipment installations;
• Test electrical and electronic equipment and components for continuity, current, voltage and resistance;
• Maintain communication on a constant basis with plant personnel;
• Work well with, and support, peer group, other departments and facility as a whole;
• Supports and maintains Saputo Dairy Products Canada G.P.’s quality standards;
• Ensure that all work is performed safely while following OH&S, WCB, Food Safety and other Company regulations and procedures; and
• Other duties as required/assigned.

You are best suited for the role if you have the following qualifications:

• Industrial Electrician/Instrumentation/Automation license (provincially licensed 442A). 
• Minimum three (3) years’ electro-mechanical in a packaging equipment and PLC.
• Strong understanding of all applicable Electrical – Mechanical – Safety Provincial Codes.
• Experience in a food processing facility would be considered an asset;
• Extensive experience with electromechanical preventative maintenance and troubleshooting of high-speed automated packaging equipment;
• Instrument knowledge with pressure, temperature, flow controls, calibrations and programing;
• Advanced electromechanical and technical aptitude;
• Knowledge and experience with PLC controls and programming systems. Allen Bradley an asset;
• PC Windows based O/S experience an asset;
• High level of self-motivation and initiative, and results-oriented, with excellent trouble shooting skills;
• Ability to work in a highly automated environment;
• Demonstrates proficiency and dependability; able to work with little supervision and follow direction;
• Candidates must be strong, independent individual while possessing the ability to function within a highly integrated team environment;
• Demonstrates solid multi-tasking, problem solving, troubleshooting, and analytical skills;
• Flexible, willing to put forth extra effort to get the job done without compromising health and safety
• Demonstrates commitment to safety and the environment, and willing to learn and contribute;
• Demonstrates solid Good Manufacturing Practices (GMP), understanding and compliance. Knowledge of Food Safety Systems would be an asset;
• Excellent written and verbal communication skills;
• Should exhibit good judgement, diligence, and have an excellent work and attendance record.

We support and take care of our employees and their families by offering:

• Vacation upon hire
• Generous and complete benefit coverage with group insurance
• Group retirement plan with employer contribution
• Telemedicine and assistance program for employees and their families
• Employee Share Ownership Plan with an employer match
• Paid Parental Leave program
• Paid time off: Sick days, floater days and volunteer day off
• Opportunity to contribute to a collective RRSP & TFSA
• Training and development programs
• Saputo Flex Program, flexible work environment (schedule/location/time off) according to department needs

How you will make contributions that matter:

• Develop and grow the Saputo book of business through new business acquisition, new product listings, and execution of promotional activity
• Drive new sales through our direct distribution network as well as our distributor partners
• Develop and maintain a knowledge of the local market and community, attend industry events
• Prepare and present business reviews to both customers and internal stakeholders
• Communicate effectively with Saputo Sales, Finance, Operations, and Distribution departments to maximize opportunities and address customer issues
• Develop and implement a schedule for customer contact
• Evaluate and initiate opportunities for continuous improvement throughout the territory
• Maintain a high level of knowledge of the competitive landscape, including products, promotions, sales and innovation
• Participate in company and customer functions, as required
• Analyze and report on account performance, identifying challenges and opportunities
• Perform other duties, as assigned

You are best suited for the role if you have the following qualifications:

• A degree/diploma in Sales, Marketing or a related field
• Two or more years of sales experience, preferably in the Food Service market
• Experience in the Consumer Package Goods or Food Service industries
• Proficient with Microsoft Office
• Career-oriented with a desire to take on new challenges
• Highly motivated and able to prioritize and multi-task in a fast paced environment
• Track record of bringing projects to full completion, on schedule, with minimal supervision
• Valid driver’s license and use of a vehicle

As a Marketing Specialist, your main tasks will be:

• Ensure that merchandise is displayed in a way that is attractive to customers and meets sales plans
• Arrange products according to planograms
• Restock shelves with delivered products and ensure good product rotation
• Carry out promotional signage placement to create the best visual impact.
• Submit a weekly report of executions
• Build strong business relationships with key contacts by providing excellent customer service
• Work closely with the sales representative to develop sales opportunities

What we offer you

• Hours Monday to Friday 7:00 a.m. to 4:00 p.m.

• Part-time option for students, working two or more days per week (16 or more hours per week, depending on your availability)
• Salary of $20.55/h + $0.55/km
• Monthly allowance for cell phones
• Annual allowance as compensation for social benefits
• Participation in the monthly beer donation
• Company branded clothing will be provided
• Possibility of participation in the pension fund
• Opportunity for rapid advancement within an international company, leader in the beer industry!
• Training and support to develop your skills

What we are looking for 

• Do you have a completed high school diploma or equivalent? (A current or completed bachelor's degree is an asset!)
• Do you have a very good physical ability to move products and merchandise weighing 18 lbs or more?
• Do you have a passion for teamwork?
• Do you have excellent communication skills and enjoy customer service?
• Do you have a valid driver's license and a personal car? (required)
• Do you have an excellent command of French? (required)

If so, join our team to create a future with more Cheers!

This position is located in the logistics department where you will support the processing of invoices, billing accruals and support in the management of our suppliers' business plans as well as various accounting tasks relating to Quebec's logistics activities.

Salary : $24.06 per hour

Responsibilities

• Perform entry, validation and verification of supplier contracts
• Perform supplier accounts reconciliation
• Validation of invoices and redirection of these when they belong to another department
• Support the logistics team in the management & payments of various suppliers
• Request for payment exception
• Opening tickets for bill reversal
• Analysis and reconciliation of supplier accounts
• Point of contact for our various suppliers for details on upcoming payments
• Opening tickets when interface problem (Coupa & SAP)
• PO Creation: Coupa & SAP Platform
• Receipt of invoices on our platforms (GR) and management of open POs
• Preparation & data entries for month-end activities
• Filing of documents and invoices
• Support for various tasks related to other positions in the team
• Replacement of vacations for other clerks

Education/Qualifications/Experience

• Have a DEC in administration or any other combination of equivalent training and experience.
• Minimum of 2 years of experience in accounting or any experience in accounts payable management
• Great ability to work under pressure and in a team.
• Good analytical skills and willingness to direct actions towards achieving defined objectives.
• Excellent organizational skills and rigor in the execution of work.
• Autonomy, initiative, dynamism and good judgment.
• Very good skills in working with Excel software.
• A good knowledge of the SAP system would be an asset
• Good communication skills, both oral and written, in French and English

445 Export Blvd, Mississauga, ON - Derry and 410 (Labatt Mississauga Warehouse)

WHAT YOU NEED TO SUCCEED

• High school diploma or equivalent

• Minimum 1 year accident free AZ licensed driving experience.

• Must provide recent CVOR and clean drivers abstract.

• Ability to drive Manual Transmissions is strongly preferred.

• Able to operate 53-foot quad axle trailers. 

• Experience with B Trains is an asset. 

• Capable of operating 13 speed Manual Transmission and capable of maintain legal driver’s Electronic Log (Geotab).

• Familiar with Ontario geography. 

• Experience with heavy haul applications and material handling equipment and excellent customer service skills.

Piece Work: Paid for what you do:
- The KM
- Hook/Unhook Trailer (Drop)
- Deliveries
- Additional $1.28/Hr for Every Hour Worked based on the KPI.
- Delay Time at Hourly Rate

SHIFT: Work weeks – Mon-Fri / Sun-Thu / Tue-Sat / Wed-Sun
As a new employee, you will start on afternoons (Start time between 2PM-4PM) for at least 6 months.

Job qualifications:

• Engage in physical activities and manual labor as requested, including but not limited to : prolonged standing, walking, lifting pushing, twisting, pulling and bending.
• Lift object up to 80 lbs.
• Climb a ladder/stairs.
• Work on slippery floor.
• Lift object higher than the shoulders.
• Operate a motorized equipment.
• Exposure to vibration
• Ability to wear all PPE as required: including safety shoes, glasses, bump cap, hearing protection (jewelry must be taken off)
• Able to work shift work (Day, afternoons, and midnights)

**Please include copies of your CVOR and driver's abstract in your application.**

The Intermediate Financial Analyst (FA II) provides complex transactional support for a process within an accounting cycle and/or full cycle accounting support for small scope contract(s) or business unit(s).  At this level, the incumbent typically supports multiple portfolios or business units.

KEY DUTIES & RESPONSIBILITIES

• Provides complex transactional support for a process within an accounting cycle and/or full cycle accounting support for small scope contract(s) or business unit(s).
• Completes and resolves assigned account reconciliations.
• Prepares, gathers, consolidates and reports routine data.
• Prepares routine monthly reports.
• Prepares monthly client invoices.
• Prepares and reconciles basic audit working papers.  Maintains accurate and complete records for audits.  Gathers audit support data upon request.  Documentation is reviewed prior to submission.
• Reviews results to determine accrual entries in coordination with internal managers.
• Reconciles month end results for simple contract(s) or business unit(s) for sub ledger reconciliations.
• Prepares bank reconciliations.
• Prepares month end journal entries.
• Reviews and enters time cards.
• Codes and validates expense reports, vendor invoices and procurement cards.
• Enters data to sub ledger systems and direct to G/L.
• Identifies complex and resolves basic transactional accounting discrepancies.  May require management involvement.
• Identifies and recommends process improvement opportunities at an account level following GAAP procedures.
• Prepares memos and provides variance explanations.  Summarizes findings and recommendations.  Provides input to process documentations.

KNOWLEDGE & SKILLS REQUIRED

• Job-Related Experience: 3-5 years or more
• College Diploma or equivalent training (e.g. RPA, CET)
• Ability to identify complex and resolve basic transactional accounting discrepancies
• Ability to identify and recommend process improvement opportunities at an account level following GAAP procedures.
• Ability to communicate basic accounting principles to support procedures and to explain financial results within the team and to internal customers.
• Ability to prepare memos, provide variance explanations and input to process documentations, and write summaries of findings and recommendations.
• Intermediate level knowledge of current accounting systems and MS Office suite of software

Licenses and/or Professional Accreditation

• Partially completed an Accounting designation program (CGA, CMA)

The Technician III - Stationary is responsible for operating the facility including, but not limited to mechanical other supporting systems; performing structured inspections, preventative and corrective maintenance, routine and on-demand services on facility mechanical equipment and other systems. The Technician III, Stationary is also responsible for performing work in accordance with established processes and practices and for complying with internal and external requirements including but not limited to environmental, health and safety, fire protection. 

This role will work in collaboration with all key BGIS departments to ensure full support of all activities and play a key role in our INTEGRATED approach to operating buildings.   

Opportunities for Development:   

At BGIS we are committed to the development of our people – offering them opportunities to learn and grow into various roles.  Success in the role offers Team Members the opportunity to explore various roles – some include:  

• On Account & expanded Operational roles
• Facility Management Office roles to support accounts
• Project Management roles support projects

KEY DUTIES & RESPONSIBILITIES 

Safety Ownership and Regulatory Compliance 

• Comply with all internal and external requirements including but not limited to environmental, health and safety, fire protection and mandated by BGIS Health Safety and Environment Teams and enforced by law. 
• Take ownership of safety measures relates to building equipment, ensuring the secure operation of critical systems.

 Technical Leader and Oversight: 

• Performs regular facility, mechanical and other equipment and systems monitoring inspections, preventative and corrective maintenance to ensure facility uptime objectives are met, uninterrupted client operation and asset integrity of assigned facility are maintained. 
• Responds to routine and on-demand service requests and performs preventative and corrective maintenance on facility mechanical equipment and other systems. 
• Participates in and assists with facility-related projects. 
• Provides observations about facility, facility mechanical and electrical equipment and systems conditions and deficiencies and provides suggestions for enhancement and repair. 
• Maintains all assigned tools and arranges for repair and replacement where required. 
• Assume technical leadership in maintaining and optimizing building equipment to prevent disruptions to tenant operations. 
• Ensure peak performance of critical building equipment, including HVAC, electrical, and plumbing systems, through continuous technical monitoring and maintenance supporting 24/7 operations.  

 Visibility in Sites: 

• Establish a strong technical presence at facility sites, particularly focusing on critical building equipment areas. 
• Cultivate technical relationships with on-site personnel, emphasizing the importance of equipment reliability and technical response to equipment issues. 

Inspection Management: 

• Performs work in accordance to established processes and practices. 
• Monitors assigned facility by conducting facility walkthroughs for mechanical, electrical and other equipment system monitoring and inspection. 
• Execute comprehensive technical inspections of building equipment, focusing on critical systems that directly impact tenant operations. 
• Document and analyze technical findings, prioritizing equipment-related repairs and upgrades. 
• Execute and maintain a meticulous technical inspection checklist and database specific to building equipment. 

 Occupant Experience: 

• Assists in enhancing tenant and customer satisfaction and maintaining positive relations through manner in which work is performed and services delivered. 
• Enhance the tenant experience by prioritizing the reliability and technical functionality of building equipment. 
• Collaborate with facility management to ensure seamless equipment operation and minimal tenant disruptions. 

 Proactive Communication and Escalation: 

• Must be able and willing to work shifts, be available for on-call/standby and emergency call-outs as they arise 
• Communicate technical information effectively, with a focus on building equipment, to internal teams and external vendors. 
• Escalate critical equipment-related issues to minimize downtime and tenant disruptions. 
• Maintain open and technical communication channels with stakeholders, emphasizing equipment status and maintenance updates. 

Work Order Management: 

• Manages work order life cycle in partnership with the Central Work Order Management Team progressing the work form dispatched through to completion and records resolution data within service maintenance management database. Ensures work completed meets quality, contract response and all other requirements. 
• In partnership with the BGIS CMMS Team, Assists in the implementation of preventative maintenance (PM) program. Ensures that deficiencies are identified, recorded and escalated, and that related documents are maintained. 
• Ensures the way work is performed is following corporate and legislated policies, procedures, practices and guidelines related to environmental, health and safety, fire protection and any other applicable requirements. 
• Prioritize technical work orders related to building equipment to minimize business disruptions for tenants. 
• Efficiently coordinate technical assignments and oversee the timely completion of equipment-related tasks. 
• Maintain thorough records of technical work order history, including equipment-specific details and expenses. 

Financial Ownership (Including Quotes Management): 

• Submits all expenditures on a timely basis. 
• In partnership with the Maintenance Lead, FM, and Regional Director, manage the budget for building equipment maintenance, seeking cost-effective solutions to ensure tenant operations are unaffected. 
• Solicit and evaluate technical quotes for equipment repairs, maintenance, and upgrades, with a strong focus on minimizing tenant disruptions. 

Vendor Management: 

• Oversee technical vendors and contractors with specialized expertise in building equipment maintenance. 
• Hold vendors to high technical standards, emphasizing the importance of maintaining equipment integrity to prevent tenant disruptions. 

KNOWLEDGE & SKILLS

• High school diploma plus trades training and/or certification or licensing.
• Minimum 3 years’ experience providing preventive and corrective maintenance on heating ventilation and air conditions systems, or pneumatic or hydraulic systems.
• Sound knowledge of processes and practices relating to facility operations and maintenance
• Demonstrated ability to maintain, troubleshoot and repair (as per applicable qualifications) mechanical and other building systems and equipment 
• Possesses a strong environmental, health, and safety mindset.
• Strong client-service orientation along with a high sense of urgency 
• Knowledge and understanding of Building Automation Systems (BAS)
• Effective communication skills for the purpose of data relay, exchange, feedback, and clarification
• Mentoring skills required to support lower level technician’s development
• Must be able and willing to work shifts, be available for on-call/standby and emergency call-outs as they arise
• Must strictly adhere to Health and Safety policies including wearing required Personal Protective Equipment (PPE)
• Must be capable of obtaining appropriate security clearance
• Knowledge and understanding of HVAC Systems

Licenses and/or Professional Accreditation (one of the following bullet points)

• Building Operator Certification or equivalent through an accredited institution required

The IT Project Coordinator collaborates with Solutions Consultants, Project & IT Managers, business leads, external clients and subject matter experts to drive the coordination of project activities across multiple programs. The IT Project Coordinator will be responsible for assisting the project team to develop and execute project plans for IT systems and services and to ensure that they are deployed into production environments in an efficient and effective manner. They will need to be well-organized and be able to work in collaboration with other IT teams in supporting managed services and larger projects.

KEY DUTIES & RESPONSIBILITIES

• Supports project leaders (Manager, Technical Product Management, Solutions Consultants, business leads with monitoring and coordination of scope, schedule, and overall project initiatives.
• Assists in developing project artifacts including the project charter, requirements, work breakdown structure, budgets, resource allocation, sprint logs, user stories, schedule, risk logs, action items, lessons learned, etc.
• Assists project teams with planning, coordination, and reporting.
• Assists with visualization and documentation of project scope and deliverables.
• Supports and facilitates project meetings, preparing agendas, presentations, and meeting minutes.
• Maintains communications with all team members.
• Coordinates projects in both agile and waterfall methodology.
• Assists in validating budget forecasts and provides on-going reconciliation of resources and other related project expenditures against set budgets.
• Effectively escalates early warning signs and deviations from the plan.
• Maintains project documentation repositories.
• Documents control; ensures projects adhere to frameworks and all documentation is maintained appropriately for each project.
• Tracking status of deliverables to ensure project deadlines are met.
• Attends and participates in stakeholder meetings.
• Develops project strategies to ensure alignment of team members, priorities based on vision to execute on time, within scope and on budget.
• Scheduling, organizing meetings and team member activities to contribute to project success.
• Provides regular status updates to team members and project leaders.
• Other duties as assigned

KNOWLEDGE & SKILLS REQUIRED

• A university degree/college diploma in project management, management information systems (MIS), or relevant work experience
• Minimum 2 to 3 years project management experience in I.T.
• Demonstrated knowledge and familiarity with project management frameworks, including cost, schedule, risk, issue and status tracking and monitoring
• Demonstrated ability to learn and work with new technologies and applications
• Experience supporting and coordinating a variety of small and large projects
• Experience with business process documentation techniques and tools
• Experience supporting and facilitating a variety of engagement sessions and meetings with technical and professional staff, vendors, and senior stakeholders
• Experience with Microsoft Office and MS Project
• Good written and verbal communication skills
• Good problem-solving and critical-thinking skills
• An ability to interpret flowcharts, schedules and step-by-step action plans
• Solid organizational skills, including multitasking and time-management
• Strong client-facing and teamwork skills
• Familiarity with quality assurance and quality control

Licenses and/or Professional Accreditation

• PMP certification is considered an asset

Please note, this position requires a Reliability Security Clearance. 

What is the opportunity?

Are you looking to make an impact across many teams? Excited at the thought of transforming the flows that help these teams deliver their products to production? If so, you’ve come to the right place.

We are looking for a Developer obsessed with efficiency and automation to be part of an autonomous team to deliver services for application teams across Capital Markets. An open minded individual who is not afraid to fail fast and pivot when needed. An individual who seeks out gaps and challenges to drive efficiency not only for other application teams but also for their own team. Knowledge sharing is key in this respect. As a Developer, you will participate in transforming DevOps for Capital Markets.

What will you do?

• Skilled and knowledgeable engineer who will work to transform our technology

• Build the state of the art, highly scalable data platform as a lead and/or contributor across the team

• Develop as a contributor to the Standard Technical Services Portfolio

• Build digital assets to serve our internal and external clients as necessary

What do you need to succeed?
 

Must-have

• An engineer mindset, SDLC experience with production class delivery, strong analytical mindset, communication skills, and sense of ownership / drive

• 5+ years of development experience in one of the following languages: Python, RUST, GO, Elixir, Erlang

• Experience with application and system design patterns

• Experience with Docker or Kubernetes

• Experience with Agile methodologies, ie SCRUM

Nice to Have Technology experience

• Experience using DevOps CICD tools such as GitHub, Jenkins, UrbanCodeDeploy

• Experience with a public cloud technology, ie AWS, Azure, GCP

• Experience building or supporting distributed applications

Nice to Have Business experience

• FinTech

• DeFi

• Crypto & Blockchain

• AI/ML

• Experience working with Agile/Scrum development methodology

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.

• Positive work culture emphasizing diversity and inclusion, volunteerism and community involvement

• A comprehensive Total Rewards Program including great benefits, annual incentive program and recognition

• Leaders who support your development

• A dynamic, collaborative, and high-performing team

• Opportunities to do challenging work and grow your career

• Work-life integration

649618712

649581846

#LI-Hybrid

#LI-POST

#TechPJ

Job Skills

Application Development, Application Integrations, Application Maintenance, Applications Architecture, Detail-Oriented, Enterprise Application Delivery, Group Problem Solving, Programming Languages, Software Development Life Cycle (SDLC), System Applications

Additional Job Details

90 WESTERN PKY:BEDFORD

BEDFORD

Canada

37.5

Full time

CAPITAL MARKETS

Regular

Salaried

2024-10-04

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Orillia is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
• Tap into your superior problem resolution skills to provide proactive client service.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

• Strong skills in working with various business applications/technology
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

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

Additional Job Details

19 FRONT ST N:ORILLIA

ORILLIA

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-11-02

09/20/2024

Address:

1501 McGill College Avenue

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.

• Books meetings with new prospects and prepares introductory package for the prospect/referral.
• 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.
• Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
• Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
• Resolves client complaints in a timely and effective manner; escalates as required.
• Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
• 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.
• Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
• Administers and processes documentation related to client files and regulatory requirements.
• Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
• Ensures transactions and tasks are appropriately assigned to team members and completed.
• Mentors and coaches new or junior members to the team and branch.
• 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 and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Bilingualism French and English.
• Advanced knowledge of investment process and procedures.
• Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
• Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
• Knowledge of compliance practices and regulations.
• Knowledge of Insurance and group products is an asset
• Knowledge of Trust and Estate services is an asset
• Knowledge of Financial/Retirement planning.
• Knowledge of trade processing rules.
• Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.
• Current registration as Investment Representative (IR).
• 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.
• 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 $ 41,600.00 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.

$35 000,00 - $64 900,00