Overview of salaries statistics of the profession "Client Account Representative in Canada"

UNLIMITED POSSIBILITIES AHEAD.Position: Client Care Representative Status:Full-TimeDealership: OpenRoad Auto Group - Volkswagen BurnabyDepartment: Head Office - Client Contact Centre (Outbound) Compensation: $18-$20 per hour.We believe in doing good for our customers and for ourselves. Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad.We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest growing automotive retail groups in the country (representing 21 automotive brands across 34 locations) with a shared vision to become the national automotive leader in customer experience. As one of Canada's Best Employers and Best Managed Companies, we are looking for team players who are excited to continually learn, work hard, and take ownership of their role.If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!A Career at OpenRoad Means You'll Enjoy: Opportunity to work with a variety of OEM BRANDS including; Acura Audi, BMW, Genesis, Honda, Hyundai, Infiniti, Jaguar, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen Amazing Incentives including but not limited to: Discounted Vehicle Purchasing Program, Boot Allowance, Computer Rebate Program, Employee Referral Program, Employer RRSP Matching Internal and external, training & development opportunities for skill-development and growth Be part of a collaborative, friendly and progressive work-culture with an emphasis on transparency, innovation, relationship and empowerment Comprehensive extended health and dental plan, tailored around Associate wellness Recognition and Engagement Events! ROLE & RESPONSIBILITIES: Handling heavy outbound and inbound phone contacts. Following up with customers about their experience at OpenRoad. Contacting customers to schedule appointments. Providing customers positive experiences through excellent service. Forward escalations to appropriate management team. Working in a process-driven work environment. Working with multiple software applications. Maintaining an updated customer database. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: An interest in the automotive industry. Strong customer service and phone skills. Possess strong organizational, follow-up and paper-flow handling skills. Quick thinker and learner. Positive, flexible and process-oriented. Organized, Self-motivated, enthusiastic and detail-oriented. Professional and confident attitude. FluentinMandarin and Englishis ideal or preferred. Completed high school education, or equivalent work experience. Previous call center experience (an asset but not required). The job posting will remain open until filled. External Candidates, please apply using the link providedhttps://orag.bamboohr.com/careers/1344 Internal Candidates MUST apply by filling out the Internal Endorsement Form on the Intranet. Failure to complete the form will cause a delay in your application.We are an equal opportunity employer that embraces diversity. We stand behind the growth of our associates to help them achieve their visions and goals.JOIN US AND GROW WITH US! At OpenRoad, we are "Open to a better way"We thank all those that have applied. Only those considered for the position will be contacted.

Outside Sales RepresentativePosition SummaryIf you know anything about the construction business, you know that getting the right products to the right site on time and safely is the benchmark of success. It is both challenging and rewarding work. We are Team Convoy, we are a distributor of construction materials, we supply roofing, building envelope and below grade materials and we want folks with great people skills on our team because, in the end – people make all the difference.We are looking for a motivated, and professional Outside Sales Representative who enjoys the challenge of building our reputation and business development. This position will be reporting to our Pasco located at 1865 N Commercial Avenue. If you wish to have a career in a fast-paced industry – join our team! The Offer Competitive salaryHealthcare – we offer multiple options, and Convoy picks up a generous portion of single, couple or family coverageInsurance benefits and employee assistance program401K – save for retirement with a traditional 401K account or Roth 401K – you are eligible after 90 days of employment, and Convoy matches a portion of your contributionEmployee referral bonus programPaid training/tuition reimbursementOvertime available in peak periodsInternal Promotions ResponsibilitiesProactively identify prospects and develop new accountsIdentify market trends, maintain awareness of competitive activity in the roofing industry and continually evaluate marketing, pricing, and selling strategiesSell products by establishing contacts and developing relationships with a focus on quality and customer serviceProvide project quotations on a timely basis, maintain project files, and quotation follow upConduct job site visits on a consistent basisInteract regularly with our major suppliers and keep up to date on all productsContribute to team effort by accomplishing related results as neededAchieve defined sales targetsMaintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmark state-of-the-art practices; participate in professional societiesEnsure excellent customer service for billing, payment, and delivery services Requirements2-3 years of experience in a sales role, preferably in the construction industry, which includes:business development activities including prospecting and networking for potential clientsvisiting job sites for specifications, productsmeeting with installers for potential clientsAbility to read and understand construction specifications, drawings, and technical dataAble to make cold calls and always looking for new sales opportunities within assigned territoryExcellent verbal and written communication skillsMust be able to connect with customers to schedule appointments, discuss new products and pricingAble to solve practical problems and deal with a variety of situations where only limited standardization existsAble to work flexible hours beyond normal branch office hours to make contact with contractors. Need to be accessible and responsive to the requests of customersAble to travel, have a valid driver’s license and clean driving recordAble to interpret a variety of instructions whether in written, oral, diagram or schedule formatBilingual in English and Spanish an asset Company OverviewConvoy Supply, founded in 1972, is a leading wholesale distributor of construction materials with over 40 locations across North America. Convoy prides itself on being the most responsive, problem-solving and fun place for our customers to conduct business.Convoy can be a job or a career. Find out more at:https://www.convoy-supply.com/careers/overview As an Equal Employment Opportunity (EEO) employer, Convoy Supply Inc. provides job opportunities to qualified individuals without regard to race, color, ethnicity, religion, gender, sexual orientation, national origin, age, marital status, physical or mental disability, familial or military status, in accordance with applicable federal, state and local EEO laws. All candidates for employment must successfully complete pre-employment drug testing and background verification before employment is finalized.

Outside Sales RepresentativePosition SummaryWe are looking for a motivated, and professional Outside Sales Representative who enjoys the challenge of building our reputation and business development. This position will be reporting to our Kitchener branch located at 2165 Shirley Drive. If you wish to have a career in a fast-paced industry – join our team!ResponsibilitiesProactively identify prospects and develop new accountsIdentify market trends, maintain awareness of competitive activity in the roofing industry and continually evaluate marketing, pricing, and selling strategiesSell products by establishing contacts and developing relationships with a focus on quality and customer serviceProvide project quotations on a timely basis, maintain project files, and quotation follow upConduct job site visits on a consistent basisInteract regularly with our major suppliers and keep up to date on all productsContribute to team effort by accomplishing related results as neededAchieve defined sales targetsMaintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmark state-of-the-art practices; participate in professional societiesEnsure excellent customer service for billing, payment, and delivery services Requirements2-3 years of experience in a sales role, preferably in the construction industry, which includes:business development activities including prospecting and networking for potential clientsvisiting job sites for specifications, productsmeeting with installers for potential clientsAbility to read and understand construction specifications, drawings, and technical dataAble to make cold calls and always looking for new sales opportunities within assigned territoryExcellent verbal and written communication skillsMust be able to connect with customers to schedule appointments, discuss new products and pricingAble to solve practical problems and deal with a variety of situations where only limited standardization existsAble to work flexible hours beyond normal branch office hours to make contact with contractors. Need to be accessible and responsive to the requests of customersAble to travel, have a valid driver’s license and clean driving recordAble to interpret a variety of instructions whether in written, oral, diagram or schedule formatPossess basic computer knowledge including Customer Relationship Management - databases, Microsoft Office and ExcelThe Offer Competitive salaryFlexible Benefit optionsPaid sick timeShort and long term disability coverageEmployee referral bonus programPaid training/tuition reimbursementOvertime available in peak periodsInternal PromotionsCompany OverviewConvoy Supply, founded in 1972, is a leading wholesale distributor of construction materials with over 40 locations across North America. Convoy prides itself on being the most responsive, problem-solving and fun place for our customers to conduct business.Convoy can be a job or a career. Find out more at:https://www.convoy-supply.com/careers/overview  

Outside Sales RepresentativePosition SummaryWe are looking for a motivated, and professional Outside Sales Representative who enjoys the challenge of building our reputation and business development. This position will be reporting to our Rexdale branch located at 180 Bethridge Road. If you wish to have a career in a fast-paced industry – join our team!ResponsibilitiesProactively identify prospects and develop new accountsIdentify market trends, maintain awareness of competitive activity in the roofing industry and continually evaluate marketing, pricing, and selling strategiesSell products by establishing contacts and developing relationships with a focus on quality and customer serviceProvide project quotations on a timely basis, maintain project files, and quotation follow upConduct job site visits on a consistent basisInteract regularly with our major suppliers and keep up to date on all productsContribute to team effort by accomplishing related results as neededAchieve defined sales targetsMaintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmark state-of-the-art practices; participate in professional societiesEnsure excellent customer service for billing, payment, and delivery services Requirements2-3 years of experience in a sales role, preferably in the construction industry, which includes:business development activities including prospecting and networking for potential clientsvisiting job sites for specifications, productsmeeting with installers for potential clientsAbility to read and understand construction specifications, drawings, and technical dataAble to make cold calls and always looking for new sales opportunities within assigned territoryExcellent verbal and written communication skillsMust be able to connect with customers to schedule appointments, discuss new products and pricingAble to solve practical problems and deal with a variety of situations where only limited standardization existsAble to work flexible hours beyond normal branch office hours to make contact with contractors. Need to be accessible and responsive to the requests of customersAble to travel, have a valid driver’s license and clean driving recordAble to interpret a variety of instructions whether in written, oral, diagram or schedule formatPossess basic computer knowledge including Customer Relationship Management - databases, Microsoft Office and ExcelThe Offer Competitive salaryFlexible Benefit optionsPaid sick timeShort and long term disability coverageEmployee referral bonus programPaid training/tuition reimbursementOvertime available in peak periodsInternal PromotionsCompany OverviewConvoy Supply, founded in 1972, is a leading wholesale distributor of construction materials with over 40 locations across North America. Convoy prides itself on being the most responsive, problem-solving and fun place for our customers to conduct business.Convoy can be a job or a career. Find out more at:https://www.convoy-supply.com/careers/overview  

Outside Sales RepresentativePosition SummaryWe are looking for a motivated, and professional Outside Sales Representative who enjoys the challenge of building our reputation and business development. This position will be reporting to our Portland, OR branch located at 3720 NW Yeon Avenue. If you wish to have a career in a fast-paced industry – join our team!ResponsibilitiesProactively identify prospects and develop new accountsIdentify market trends, maintain awareness of competitive activity in the roofing industry and continually evaluate marketing, pricing, and selling strategiesSell products by establishing contacts and developing relationships with a focus on quality and customer serviceProvide project quotations on a timely basis, maintain project files, and quotation follow upConduct job site visits on a consistent basisInteract regularly with our major suppliers and keep up to date on all productsContribute to team effort by accomplishing related results as neededAchieve defined sales targetsMaintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmark state-of-the-art practices; participate in professional societiesEnsure excellent customer service for billing, payment, and delivery services Requirements2-3 years of experience in a sales role, preferably in the construction industry, which includes:business development activities including prospecting and networking for potential clientsvisiting job sites for specifications, productsmeeting with installers for potential clientsAbility to read and understand construction specifications, drawings, and technical dataAble to make cold calls and always looking for new sales opportunities within assigned territoryExcellent verbal and written communication skillsMust be able to connect with customers to schedule appointments, discuss new products and pricingAble to solve practical problems and deal with a variety of situations where only limited standardization existsAble to work flexible hours beyond normal branch office hours to make contact with contractors. Need to be accessible and responsive to the requests of customersAble to travel, have a valid driver’s license and clean driving recordAble to interpret a variety of instructions whether in written, oral, diagram or schedule formatPossess basic computer knowledge including Customer Relationship Management - databases, Microsoft Office and ExcelThe Offer Competitive salaryFlexible Benefit optionsPaid sick timeShort and long term disability coverageEmployee referral bonus programPaid training/tuition reimbursementOvertime available in peak periodsInternal PromotionsCompany OverviewConvoy Supply, founded in 1972, is a leading wholesale distributor of construction materials with over 40 locations across North America. Convoy prides itself on being the most responsive, problem-solving and fun place for our customers to conduct business.Convoy can be a job or a career. Find out more at:https://www.convoy-supply.com/careers/overview  

Application Deadline: 04/25/2024Address:525 8th Avenue SW 9th FlrSupports 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.Responsibilities: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.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 assetKnowledge of Trust and Estate services is an assetKnowledge 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 Calgary is $40, 000. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/11/2024Address:101 Crowfoot Way NWSupports 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.Responsibilities: 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.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 assetKnowledge of Trust and Estate services is an assetKnowledge 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 Calgary is $40, 000. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/03/2024Address:255 Queens Ave, Suite 1900Supports 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.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.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 assetKnowledge of Trust and Estate services is an assetKnowledge 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 London is $40,000.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/03/2024 Address: 255 Queens Ave, Suite 1900 Job Family Group: Wealth Sales & Service 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. 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 clients 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. 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 London is $40,000. Compensation and Benefits: $33,400.00 - $61,700.00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/25/2024Address:2806 32nd StreetSupports 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.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.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 assetKnowledge of Trust and Estate services is an assetKnowledge 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.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Job Summary:As a Client Documentation Operations Analyst/Team Leader within our team, you will work closely with personal representatives, legal entities, beneficiaries, and licensed representatives to facilitate distributions from retail brokerage and/or CWM retirement accounts for beneficiaries of deceased clients. This role provides an opportunity to leverage your experience in the securities industry and back office functions, and your ability to review client documentation and adhere to procedures. We value collaboration and your ability to influence decisions across all levels will be key. This role requires a Bachelor's degree and preferably 2+ years' experience in the securities industry and back office functions. Prior legal or estate processing experience is a plus.Job Responsibilities: Includes reviewing client documents such as death certificates, court appointments, small estate affidavits, trust documents, affidavits of domicile & debt, tax waivers, and payment distribution forms Ensure the authorized individual handling the decedent's account has complied with the firm's requirements. Requesting liquidations, calculating payments based on beneficiary entitlements, completing payment distributions on behalf of beneficiaries, reporting and data analysis.Required Qualifications, Skills and Capabilities: Prefer 2+ years' experience in the securities industry and back office functions. Prior legal or estate processing experience is a plus. Experience in roles that require reviewing client documentation, following a workflow, and adhering to procedures. Ability to partner collaboratively with key stakeholders and able to influence decisions across all levels. Bachelor's degree required. About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 04/17/2024 10:22 PM

Application Deadline: 04/05/2024Address:525 8th Avenue SWSupports 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.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.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 assetKnowledge of Trust and Estate services is an assetKnowledge 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 Calgary is $40, 000. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionIn this exciting role with Manulife you will be responsible for the profitable management of a portfolio of group benefit clients, maintain and strengthen relationships with consultants/advisors, and work closely with them to ensure client happiness. This position will require you to meet annual financial, growth and profitability objectives for your assigned block of business.Capitalizing on sound industry knowledge, the Group Benefits Account Executive will develop and grow existing client and consultant/advisor relationships by delivering outstanding service, effectively communicate Manulife’s value proposition and group benefits products/services and represent Manulife professionally in client-facing meetings. You will keep clients and consultants/advisors advised on changes impacting Group Benefits and have an in-depth knowledge and understanding of Group Benefits products, services and workflows both internally and within the regional office environment.Excellent interpersonal skills, both spoken and written, and a passion for doing presentations and leading client meetings are a must to be successful in this role. The successful candidate will demonstrate outstanding negotiation/influencing skills and the ability to collaborate and work effectively with underwriting, customer service and other internal support teams.Key Accountabilities:Building and strengthening existing client and consultant/advisor relationships within the PrairiesAchieving annual sales, persistency, growth and profitability objectivesJob Requirements:Shown success in a similar role at Manulife, with another Insurer, or the Group Benefits industryStrong customer focusAbility to negotiate and influence effectively throughout the organizationExcellent presentation and communication skillsExcellent mathematical skillsAbility to think strategically and present innovative solutions to clients and consultants/advisorsOutstanding project management skills and ability to balance multiple exciting prioritiesProven track record to take initiative, be a strong self-manager and display integrityWillingness to develop as an expert in Group Benefit strategiesPositive relationship building and interpersonal skills together with strong active listening skillsSolid understanding of Excel, Word and PowerPointUndergrad degree or diplomaLife licensed, or ability to attain within 6 monthsDriver’s license and flexibility to travelAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Application Deadline: 05/02/2024Address:100 King Street WestSupports 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.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.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 assetKnowledge of Trust and Estate services is an assetKnowledge 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 Toronto is $40,000 Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Full time Position - Client Engagement Specialist at SORCe Closing April 21, 2021 About SORCe The Safe Communities Opportunity and Resource Centre, or SORCe, is multi-agency collaborative that connects people experiencing or at risk homelessness and/or those with complex barriers such as mental or physical vulnerabilities, or socio-economic need, to programs and services that can help to address their needs. As a partner in the SORCe collaborative, Distress Centre Calgary operates the CAA Housing Strategist program, 211 Information & Referrals program, and Financial Empowerment program at SORCe. In addition, Distress Centre Calgary coordinates the SORCe Client Engagement Specialist role.About Distress Centre Calgary Distress Centre Calgary provides Calgary and area with 24-hour crisis support. We do this through our 24/7 crisis and 211 information and referral phone lines and email. We also provide daily chat and text support (for youth) and professional counselling. All of our services are free and because we do not define crisis anyone can contact us day or night about anything.We support all social issues – homelessness, poverty, depression, mental illness, bullying, addiction, PTSD, domestic violence, abuse, etc.Job Objective The Client Engagement Specialist position is at the core of all client activity at SORCe. It is the initial point of contact for all clients and prospective clients entering the SORCe office and will proactively engage clients to build rapport, provide support with basic needs, assess areas of need, provide information, and connect to resources both at SORCe and in the community.Duties Client Advocate 1. Training and mentoring: o The Distress Centre team takes on practicum students year round. Assist with the supervision, training and development of practicum students. 2. Client Engagement o Greet, build rapport and establish trust with people seeking support at SORCe. o Proactively engage those who do not approach the intake window. o Recognize those who visit frequently but do not access programs and services. o Proactively manage expectations for wait times. o Assess areas of need, provide information, and connect to programs and services at SORCe or in the community. o Create or update client profile and record visit details in the client database.o Use extensive knowledge of resources available at SORCe and in the community to guide clients in addressing their unique and individual needs. o Monitor the lobby, identify potential security issues, and enact security protocols as required. o Ensure that the integrity of data in the client database. o Attempt to de-escalate client emotion and behaviour when required. o Assist with administrative office tasks and other shared office duties. o Ensure that all clients are informed of and consent to the SORCe data sharing policy.SORCe Frontline Service Delivery *All program staff at SORCe share responsibility for portions of the client flow.o Facilitate intake and profile creation for new SORCe clients. o Assess client needs, provide information, and facilitate connections to programs within the SORCe collaborative or in the community. o Build rapport and establish trust with clients over time to reduce the barriers to stable and sustainable housing. o Maintain complete and accurate records in the SORCe database. o Develop and maintain inter-agency relationships and partnerships both within SORCe and in the community to ensure successful connections for SORCe clients. o Provide outreach services in accordance with outreach guidelines as necessary. o Advocate on behalf of clients for programs at SORCe or in the community with the goal of ending or preventing homelessness. o Engage clients as necessary to address behaviour concerns and ensure the safety and security of all people accessing services at SORCe.SORCe General o Collaborate and coordinate with all agencies at SORCe in the effective delivery of collaborative programs and services.*The duties and responsibilities outlined above are representative but not all inclusive. Other related duties as required.Qualifications o Post-secondary education in social work or a related human service field. Skill and Experience o Compassion and respect for all people seeking supports at SORCe. o Demonstrated experience working with highly complex individuals and the ability to maintain composure under pressure. o Demonstrated experience working in an unpredictable and typically fast-paced environment with competing priorities. o Knowledge of and/or experience working with homelessness, addiction, domestic violence, and/or mental health. oKnowledge of community resources both within and outside of the homelessness system of care. o Demonstrated experience working effectively in a team environment and independently. o In depth understanding and demonstrated experience in crisis assessment and interventiono Ability to manage and remain calm in crisis or stressful situations. o Exceptional client service / client engagement skills o Excellent organizational and time management skills. o Excellent computer skills. o Demonstrated excellence in both verbal and written communication. o Able to follow policies and procedures. o Commitment to inclusivity in accordance with SORCe and Distress Centre policy. o Knowledge and experience with Indigenous culture, supporting Indigenous people, and social services for Indigenous people is an asset. o Knowledge of and/or ability to learn client data management systems.Lines of Communication/Accountability Reports to the Team Lead – CAASpecial Working Conditions o General work hours are weekdays from 8:30-4:30pm with a one hour unpaid lunch. o Occasional offsite outreach work. o Not eligible for remote work. o This job is renewed annually based on fundingTo apply for this position, please send resume and cover letter by email to [email protected] and reference the job title in the subject line. * NO PHONE CALLS OR IN PERSON APPLICATIONS Only candidates selected for an interview will be contacted

What's in it for you? Join an award-winning culture. We have been recognized for being a Great Place to Work, in addition to being selected as a FORTUNE Global 500 Company, Best Workplaces Retail & Hospitality, and FORTUNE World's Most Admired Companies. The opportunities with us are endless. As the world's largest food and support services company, we offer an extensive range of learning and career opportunities for all our associates. Health & Safety. The health and safety of our associates, clients and guests has always been our top priority. We have the right processes in place to ensure our teams have the support they need to stay safe, while helping to keep our guests safe. Health Benefits. For our eligible associates, we offer comprehensive health, vision, and dental care coverage. A Focus on Mental Health and Wellness. just now is our Mental Health and Well-Being initiative that was created to share credible resources with our associates and the communities we serve on a variety of topics, including mental, physical, spiritual, and financial wellbeing. Visit our Stronger Together Compass website at www.strongertogethercompass.com . We also have an Employment Assistance Program which provides our associates with access to 24/7 support, resources, and information. We are as diverse as our guests. We believe diverse and inclusive environments support innovation and collaboration, and benefit our associates, clients, and customers. We are committed to Listen, Learn, and Act and our Diversity Inclusion Action Councils (DIAC) are associate led groups that seek to foster inclusion through cultural awareness, engagement and appreciation of diversity. We are Stronger, Together! You might not know our name, but you know where we are. That's because Compass Group Canada is part of a global foodservice and support services company that's the 6th largest employer in the world, with 625,000 employees.You'll find us in schools, colleges, hospitals, office buildings, senior living communities, tourist attractions, sports venues, remote camps and military installations and more. We're in all major cities, at remote work sites and everywhere in between - doing business in Canada and 50+ other countries where you can learn and grow. Join us now and point your career forward!Imagine working in a place that offers great resources to help you achieve your greatest potential. At Foodbuy, our solutions strengthen supplier relationships, customize offerings, and lower purchasing and production costs. In turn, we can give our passionate employees ongoing opportunities to grow. Join us.Why work with Foodbuy? We are a member of Compass Group Canada, the leading foodservice and support Services Company. We extend our value-driven purchasing service model to external clients who benefit from our negotiated contracts with manufacturers that support food and beverage and facility management suppliers.Job Summary Account Portfolio: Travel and LeisureNow, if you were to come on board as one of our Bilingual Account Managers, we'd ask you to do the following for us: Manage a set of relationships that manage between $1.5-2.0 million in PBIT. Can optimize Members purchases pursuant to our program therefore maximizing Member value. Manage the profitability of your portfolio through retention skills and growth opportunities. Work collaboratively to prepare various budget targets and achieve manageable targets. Build meaningful strategic relationships with middle to senior level decision-makers. Respond to and anticipate the Members' needs and excel at meeting those needs and communicating effectively. Work with proprietary and nonproprietary software to prepare proper analysis for accounts and be able to explain your findings in a professional manner either via online presentation or face to face. Show initiative and visible leadership when mining new business opportunities within existing accounts. Consolidate and strategize on a broad range of account activities, including client business expansion, menu engineering, business goals, etc. Keep abreast of industry and market trends and fulfill the role of strategic partner so that we can fulfill our core service, offering innovative purchasing support. Report monthly on client participation in programs. Complete daily reports Perform annual reviews with clients on their past, present, and future goals. Participate in departmental initiatives, including process re-engineering, template creation and review, and departmental strategic planning. Manage others and work with Senior management to implement account management tools and programs to better the entire Account Management team. Think you have what it takes to be one of ourBilingual Account Managers? We're committed to hiring the best talent for the role. Here's how we'll know you'll be successful in the role: Minimum of 3years' industry experience Post-secondary degree or diploma in business-related studies. Demonstrated ability to influence growth with internal and/or external clients. High proficiency in Microsoft Office products, specifically Excel and PowerPoint. Ability to work in a leadership role, with little supervision, within a high performing team, adding to a positive, proactive departmental focus. Good judgment and professionalism in dealing with both clients and internal team members. Able to handle job-related stress and prioritize effectively, particularly with respect to meeting multiple deadlines and managing clients and Compass teams. Strong sense of conviction, knowing when to push back to achieve desired results. Genuine interest in the success of our clients and facilitate that success by introducing and implementing innovative purchasing solutions. Able to communicate effectively and adapt your communication style to the audience. This is a bilingual position Compass Group Canada is committed to nurturing a diverse workforce representative of the communities within which we operate. We encourage and are pleased to consider all qualified candidates, without regard to race, colour, citizenship, religion, sex, marital / family status, sexual orientation, gender identity, aboriginal status, age, disability or persons who may require an accommodation, to apply.For accommodation requests during the hiring process, please contact [email protected] for further information.Salary: . Date posted: 04/03/2024 04:11 PM

Outside Sales RepresentativePosition SummaryWe are looking for a motivated, and professional Outside Sales Representative who enjoys the challenge of building our reputation and business development. This position will be reporting to our Ottawa branch located at 810 Belfast Road. If you wish to have a career in a fast-paced industry – join our team!ResponsibilitiesProactively identify prospects and develop new accountsIdentify market trends, maintain awareness of competitive activity in the roofing industry and continually evaluate marketing, pricing, and selling strategiesSell products by establishing contacts and developing relationships with a focus on quality and customer serviceProvide project quotations on a timely basis, maintain project files, and quotation follow upConduct job site visits on a consistent basisInteract regularly with our major suppliers and keep up to date on all productsContribute to team effort by accomplishing related results as neededAchieve defined sales targetsMaintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmark state-of-the-art practices; participate in professional societiesEnsure excellent customer service for billing, payment, and delivery services Requirements2-3 years of experience in a sales role, preferably in the construction industry, which includes:business development activities including prospecting and networking for potential clientsvisiting job sites for specifications, productsmeeting with installers for potential clientsAbility to read and understand construction specifications, drawings, and technical dataAble to make cold calls and always looking for new sales opportunities within assigned territoryExcellent verbal and written communication skillsMust be able to connect with customers to schedule appointments, discuss new products and pricingAble to solve practical problems and deal with a variety of situations where only limited standardization existsAble to work flexible hours beyond normal branch office hours to make contact with contractors. Need to be accessible and responsive to the requests of customersAble to travel, have a valid driver’s license and clean driving recordAble to interpret a variety of instructions whether in written, oral, diagram or schedule formatPossess basic computer knowledge including Customer Relationship Management - databases, Microsoft Office and ExcelThe Offer Competitive salaryFlexible Benefit optionsPaid sick timeShort and long term disability coverageEmployee referral bonus programPaid training/tuition reimbursementOvertime available in peak periodsInternal PromotionsCompany OverviewConvoy Supply, founded in 1972, is a leading wholesale distributor of construction materials with over 40 locations across North America. Convoy prides itself on being the most responsive, problem-solving and fun place for our customers to conduct business.Convoy can be a job or a career. Find out more at:https://www.convoy-supply.com/careers/overview#indcs 

Outside Sales RepresentativePosition SummaryWe are looking for a motivated, and professional Outside Sales Representative who enjoys the challenge of building our reputation and business development. This position will be reporting to our Lethbridge branch located at 4400 8 Avenue North. If you wish to have a career in a fast-paced industry – join our team!ResponsibilitiesProactively identify prospects and develop new accountsIdentify market trends, maintain awareness of competitive activity in the roofing industry and continually evaluate marketing, pricing, and selling strategiesSell products by establishing contacts and developing relationships with a focus on quality and customer serviceProvide project quotations on a timely basis, maintain project files, and quotation follow upConduct job site visits on a consistent basisInteract regularly with our major suppliers and keep up to date on all productsContribute to team effort by accomplishing related results as neededAchieve defined sales targetsMaintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmark state-of-the-art practices; participate in professional societiesEnsure excellent customer service for billing, payment, and delivery services Requirements2-3 years of experience in a sales role, preferably in the construction industry, which includes:business development activities including prospecting and networking for potential clientsvisiting job sites for specifications, productsmeeting with installers for potential clientsAbility to read and understand construction specifications, drawings, and technical dataAble to make cold calls and always looking for new sales opportunities within assigned territoryExcellent verbal and written communication skillsMust be able to connect with customers to schedule appointments, discuss new products and pricingAble to solve practical problems and deal with a variety of situations where only limited standardization existsAble to work flexible hours beyond normal branch office hours to make contact with contractors. Need to be accessible and responsive to the requests of customersAble to travel, have a valid driver’s license and clean driving recordAble to interpret a variety of instructions whether in written, oral, diagram or schedule formatPossess basic computer knowledge including Customer Relationship Management - databases, Microsoft Office and ExcelThe Offer Competitive salaryFlexible Benefit optionsPaid sick timeShort and long term disability coverageEmployee referral bonus programPaid training/tuition reimbursementOvertime available in peak periodsInternal PromotionsCompany OverviewConvoy Supply, founded in 1972, is a leading wholesale distributor of construction materials with over 40 locations across North America. Convoy prides itself on being the most responsive, problem-solving and fun place for our customers to conduct business.Convoy can be a job or a career. Find out more at:https://www.convoy-supply.com/careers/overview #indcs

Application Deadline: 05/02/2024 Address: 360 Oakville Place Drive Job Family Group: Wealth Sales & Service 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. 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 clients 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. 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 Toronto is $40,000 Compensation and Benefits: $35,000.00 - $64,900.00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/02/2024Address:360 Oakville Place DriveSupports 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.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.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 assetKnowledge of Trust and Estate services is an assetKnowledge 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 Toronto is $40,000 Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.