We use cookies to improve the user experience, analyze traffic and display relevant ads.
Details Accept
Enter position

Overview of salaries statistics of the profession "Product Marketing Assistant in Canada"

Receive statistics information by mail
Unfortunately, there are no statistics for this request. Try changing your position or region.

Recommended vacancies

Assistant temps partiel centre de copie
Staples Canada, Candiac, QC
Who we are As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. At solutionshop, we partner with customers to help them find the right solutions to be successful, such as services like Design, Print, Tech Support, Digital Marketing, as well as Shipping.We are looking for people who are curious, approachable and passionate, and who enjoy finding solutions. If that's you, let's work, learn and grow together. We are building an inclusive and diverse team Staples Canada is creating an inclusive and diverse work environment. We welcome, value and thrive on perspectives and contributions from backgrounds that vary by race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion or physical ability. If you have a disability or special need that requires accommodation, please let us know. Some of what you will do As the Copy & Print Centre Representative supporting solutionshop, you consult and provide recommendations on solutions for your customer partners by utilizing all the business development service options that will help them achieve their working and learning goals. You filter sales and production through appropriate channels, and understand the unique needs of our consumer and business customers. You use your knowledge of products and solutions to find ways to inspire our customers, building loyalty and trust; and adding value in ways that are meaningful to them. You help customers to work, learn, and grow. Specifically, you will: •Contribute to the sales and margin goals in the services area of the store, including print, digital marketing, shipping and tech services. •Own the appearance and standards of the solutions shop, and partner with the solutions shop team to maintain supplies. •Review the online dash board and filter the processing of customer orders in an efficient, accurate manner. •Pay close attention to detail and instructions, and manage projects while following proper production procedures (set-up, quality control, and finishing). •Connect, Share, and Partner with customers to discover sales opportunities. •Create a best-in-class customer experience especially when managing customer queues. •Operational excellence and customer experience are important aspects of your role. You will operate cash registers, follow all loss prevention measures and ensure the cleanliness and store standards of your assigned departments. •Ensure that a clean and safe environment is always top-of-mind, keeping the safety of yourself, fellow associates, and our customers as a key priority. Some of what you need •1-2 Years of Retail customer service. •Prior experience in a retail/commercial printing environment is preferred. •Working towards or successful completion of high school is preferred. •Proven track record of achieving customer service excellence and sales results •Technology savvy •Curious •Approachable •Passionate •Solutions finder Some of what you will get •Associate discount •Flex Benefits •RRSP/DPSP •Learning & Development programs •And more... Additional Information •A moderate amount of physical effort and operation of equipment / machinery is required to execute our merchandising standards and to maximize our customer experience. •There will be exposure to moderately levels of noise generated by the print equipment. •You will be required to stand in a stationary position for periods of time. This would occur while working on various orders. •We'll also ask you to work a variety of shifts including evenings and weekends. Staples is an equal opportunity employer committed to diversity and inclusion and we encourage applications from all qualified candidates, including those with disabilities. We will accommodate applicants' needs, upon request, throughout all stages of the recruitment process. Please inform us of the accommodation(s) that you may require. Information received relating to accommodation will be addressed confidentially.
Assistant Manager - Mayfair Victoria
LUSH Fresh Handmade Cosmetics, Victoria, BC
Position:Assistant ManagerHours: 40 WeeklyEver wondered what it's like behind the bubbles?#lushcareersLush North America has been creating fresh and handmade cosmetics for the past 20 years- keeping our customers' bathtubs and showers a little more magical through our retail shops across Canada and the US. We are dedicated to the practices of fair trade sourcing and supporting sustainable communities as well as giving back to organizations that can make a difference through ourCharity Pot Program.We Offer: A fun and funky store atmosphere where individualism is encouraged A 50% discount off all our products to keep you smelling and feeling fresh An unconventional retail structure to support your entrepreneurial spirit The opportunity for growth as Lush loves to promote from within Assistant ManagerAs Assistant Manager, you bring Lush's Leadership Practices into all elements of your business interactions with customers, fellow staff and operations: Be Real, Be Curious, Lead Fearlessly, Adapt and Evolve, Grow Talent, and Live with Purpose.The ASM supports the Shop Manager as needed in all business areas and as delegated by their Market Leader; as second-in-command the ASM will pick up Manager duties as required to support a strong customer experience, staff experience, shop operational excellence, and exceeding sales goals.Responsibilities: Sales & Customer Experience: Customer Service: collaborate with your team on plans to exceed daily sales goals and ensure a unique and inclusive customer experience that makes every visitor feel welcome, meets their needs and makes their day. Building the Brand: educate our customers and staff on our brand values, and articulate our position on Fighting Animal Testing, Freshest Cosmetics, Ethical Buying, 100% Vegetarian, Handmade, and Naked Packaging in the shop and through community engagement and other traffic-driving initiatives. Product Passion: increase the depth of your product knowledge through constant learning and consistently make informed and product recommendations for every need Driving Sales: demonstrate strong business acumen and understanding of your metrics, budgets and reports and how to impact them through behaviors on the floor to deliver profitable results. Team Leadership: Lead Fearlessly: Be present to support your team on the sales floor, answer questions, remove obstacles, problem solve, and motivate them to meet their sales goals Grow Talent: by owning your own development, assessing your performance, seeking feedback and resources and opportunities to improve and elevate your skills, knowledge and abilities; and supporting the growth of your team through coaching and leading by example. Be Real: with your needs and feedback for your team and leaders and adaptable to the needs of the business as required Live with Purpose: engage your team at every level of your business to ensure they are inspired, motivated and building strong peer and customer relationships and are connected to the brand values Recruitment and Selection: Support the staffing of your shop with top-performing staff by working actively within your markets to network, recruit, hire and succession plan. Staff Development: collaborate with your Manager on creating and executing plans that improve staff engagement, retention, performance, and Diversity, Equity, Inclusion and Belonging practices. Operational Excellence: Policies and Procedures: Support your manager to keep your shop complaint and ensure your staff are practicing company standards for opening and closing, product integrity, respectful workplace, health and safety and daily communication. · Stock and Inventory: Support the training of your inventory team to abide by fresh standards and rotation rules and manage ordering to ensure the right products, in the right amounts are in the store at the right times within your allocated budget. Visuals and Merchandising: Identify and support the development of your team to take pride in a clean and beautiful work environment and follow the merchandising and design standards to provide a consistent customer experience and drive sales. Scheduling, Time and Attendance: ensure the right number of staff with the right skill levels are scheduled at peak times and that breaks and meals are allocated and recorded appropriately to ensure staff wellbeing and payroll accuracy. Qualifications:Required: 1-3 years managing or supervising in a retail environment Excellent listeningand communication skills Excellent analytical, critical thinking and troubleshooting skills. Excellent organization and time management skills Strong customer service, supervisory and sales skills Knowledge and interest in skincare, natural beauty and ethical business Ability to work flexible hours to meet the needs of the shop including holidays, evenings and weekends Preferred: Experience with consultation-based customer service models Ability to develop and train staff through positive coaching and feedback Proficient in excel, Microsoft suit, and adaptable to other systems as required Basic HR skills in hiring, scheduling, training, and performance management Experience in cross cultural collaboration and DEIB or social justice training Fluency in Spanish, French or other languages At Lush, we believe when we continue to foster a culture of inclusion and respect within a diverse workforce, we are doing our part in building a world where there is equal opportunity for all. We recruit from a variety of employment agencies, community groups, non-profits, and online social and job sites, and in our business practices, strive to leverage the gift that diversity brings. Lush North America unequivocally supports equal opportunity employment for all applicants regardless of religion, race, color, gender identity or expression, sexual orientation, ancestry, ability, adverse mental health, and other characteristics both defined, protected and enforced by the law under federal or provincial/state jurisdiction.
Restaurant Assistant Manager
Lulu Kitchen Ltd., Burnaby, BC, CA
Position: Restaurant Assistant ManagerSalary: $27.5 per hourWorking hours: 35 hours per weekWork location: 4660 Hastings Street, Burnaby, BC Canada V5C 2K5Lu Lu Kitchen Ltd., doing business as Lu Lu BBQ, is a restaurant that offers Chinese style cuisine. Indulge in the art of Chinese gastronomy as we specialize in mouthwatering Chinese-style BBQ cuisine. Our talented chefs have mastered the techniques and secret recipes that bring out the rich flavors and tantalizing aromas of our dishes. From succulent roasted meats to sizzling skewers, every bite will transport you to the vibrant streets of China. We take pride in offering a diverse menu that caters to every palate. Each dish is meticulously crafted using the finest ingredients, ensuring a delightful symphony of taste and texture.After the COVID-19 pandemic, the restaurant industry is gradually recovering, and our restaurant is experiencing an increasing number of customers. Therefore, we are in need of a Restaurant Assistant Manager to effectively handle restaurant operations. The Restaurant Assistant Manager will perform the following duties:• Assist the Owner/Restaurant Manager in maintaining operations by preparing policies and standard operating procedures, aiming for consistent productivity and quality.• Assist in the purchasing, storage, preparation, handling and additionally serving of all food beverage products to customers• Act as a support system for all areas of the restaurant• Assist in planning restaurant budget and generating financial reports• Ensure health and safety regulations are strictly followed by staff• Attend weekly meetings with the Owner/Restaurant Manager to review sales activities and suggest ways of increasing revenue and increasing customer service• Maintain spotlessly clean, a safe restaurant at all times• Monitor inventory and ensure that all food supplies and other restaurant essentials are adequately stocked.• Participate in marketing plans and implementation.• Act with integrity, honesty, and knowledge that promote the culture and values of our restaurant.• Perform other essential duties as required, including assisting in all banquet arrangements and events and relieving staff in case of emergencies.Preferred Qualifications• High School graduation• At least three years of working experience in a restaurant management position• Knowledge of Chinese cuisine is a plus• Excellent leader with communication and interpersonal skills• Innovative, trustworthy, and impartial.• Ability to work evenings, weekends, and holidays.• Ability to motivate employees to work as a team.• Must be able to handle the pressures of simultaneously coordinating a wide range of activities and recommend appropriate solutions to restaurant problems.• Must be able to lift to 30 lbs and frequently bend and twist from the waist• Must be responsible and accountable• Excellent customer service and relationship skills are required• Problem-solving skills and customer-savvyIf you are interested in the Restaurant Assistant Manager position, please send your resume by email to . We welcome qualified candidates to contact us by email and submit resumes. Please note that only selected candidates will be contacted.
Assistant manager - retail
1182888 BC LTD O/A Duncan Shell Cluster, Duncan, BC, CA
Title:Assistant manager - retailJob TypesRegular jobTerms of Employment:Full Time, PermanentSalary:$27.88 Hourly, for 35.00 Hours per weekAnticipated Start Date (at the latest in 3 months):As soon as possibleLocation:436 Trunk RoadDuncan, BCV9L 2P7(1 vacancy)OverviewLanguagesEnglishEducationSecondary (high) school graduation certificateExperience1 year to less than 2 yearsWork settingRetail businessResponsibilitiesTasksManage staff and assign dutiesStudy market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on salesDetermine merchandise and services to be soldImplement price and credits policiesLocate, select and procure merchandise for resaleDevelop and implement marketing strategiesPlan budgets and monitor revenues and expensesDetermine staffing requirementsResolve problems that arise, such as customer complaints and supply shortagesPlan, organize, direct, control and evaluate daily operationsRecruit, hire and supervise staff and/or volunteersSupervision5-10 peopleAdditional informationWork conditions and physical capabilitiesWork under pressureTight deadlinesAttention to detailCombination of sitting, standing, walkingPersonal suitabilityCollaborativeCreativityEfficiencyEnergeticHardworkingPositive attitudeQuick learnerFlexibilityEmployer: 1182888 BC LTD O/A Duncan Shell ClusterHow to applyBy emailBy mail436 Trunk RoadDuncan, BCV9L 2P7
Group Product Manager - Home Financing
BMO Financial Group, Toronto, ON
Application Deadline: 05/30/2024 Address: 33 Dundas Street West Job Family Group: Customer Solutions Researches, defines, aligns, develops and accountable on the performance management and analytics with P&L (profit and loss) accountability for the mortgage broker channel. Carries out market research, forecasting, and competitive analysis, and assesses problems to develop and implement solutions. Develops and delivers key business insights required for business enablement and growth. Manages product risks in compliance with legal, regulatory, and risk compliance, and reporting. Collaborates with internal partners across the enterprise to define the key performance metrics for managing the performance of the broker channel. In this role the incumbent will have accountability of BMOs broker channel acquisition performance with focus on channel development, external partner relationship management, analytics, pricing and portfolio management. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Develops business analytics and insights (e.g. portfolio profitability tracking, customer analytics, revenue forecasts, operations metrics, trend analytics, and predictive modelling). Breaks down strategic problems and analyzes data and information to provide insights and recommendations. Ability to use Ensures alignment between values and behaviour that fosters diversity and inclusion. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Ensures alignment between stakeholders. Acts as a subject matter expert on relevant regulations and policies. Designs, implements, manages, and enhances our product offering for the broker channel throughout the product lifecycle. Leads the execution of strategic initiatives for the broker channel to deliver on business and financial goals in collaboration with internal and external stakeholders Leads, develops, and manages strategies for reporting and forecasting and/or analytics teams within the business. Works in partnership with treasury, corporate funding, and external partners on additional requirements. Conducts independent analysis and assessment to resolve strategic issues. Leads/oversees and develops vendor relationships and external partnerships and provides guidelines for execution; ensures that all agreements are met as per requirements Determines and provides recommendations on product lifecycle. Develops business cases by identifying needs, analyzing potential options, and assessing expected returns on investment Designs and produces regular and ad-hoc reports, and dashboards. Completes internal and regulatory reporting, and attestations. Conducts complex market research, competitive intelligence, and data analysis. Influences and/or determines credit product risk parameters and metrics. Identifies existing and potential risks and develops risk management controls and processes. Monitors key product performance and growth metrics to identify trends and recommend action plans. Creates the marketing strategy, including offers and campaigns, and works with Marketing and other partners to execute. Develops, implements, and manages product documentation, templates, and requirements to ensure they accurately reflect product and systems functionality. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Develops and implements action plans that meet financial and growth metrics. Develops problem evaluation frameworks and defines research approach. Assesses customer/consumer and channels analysis and develops recommendations. Resolves internal, complex or higher risk customer escalations or policy exceptions, which may include interactions with clients and sales. Continuously improves processes to identify issues and deliver optimal customer experience. Works with partners to develop salesforce training and materials and manages change. Broader work or accountabilities may be assigned as needed. Qualifications: Typically, 7+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience. Desirable to have experience in mortgage broker industry Desirable to have experience in RESL product management Strong experience with consumer / commercial credit applicable to retail and business financing products. Strong experience working with retail and business product fundamentals, including product design, functionality, and related policies and procedures Strong knowledge of product delivery infrastructure systems and underlying product interdependencies. In-depth retail and business banking environmental awareness / understanding. In-depth risk management associated with new and existing product development and management. Strong knowledge of process coordination and management. Deep knowledge of various measurement technologies such as: analytics and visualization software such as Base SAS, SAS EG, Power BI Expert in using specialized query and database tools SAS, SQL, and various reporting tools including, but not limited to PowerBI, TIBCO Spotfire, TIBCO BPM, SQL, SAS and Tableau Strong knowledge of banking product management and associated industry and regulatory requirements. Verbal & written communication skills - Expert. Analytical and problem-solving skills - Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - Expert. Building business cases - in-depth Researching market trends in-depth/Expert Relationship management in-depth/Expert Capital management - good Analytics and reporting Expert Product marketing in-depth Negotiation skills good Software and systems architecture knowledge good/in-depth Financial Understanding good/in-depth Able to manage ambiguity. Data driven decision making - In-depth / Expert. Compensation and Benefits: $84,000.00 - $156,000.00 Pay Type: Salaried 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.
Client Services Assistant
BMO Financial Group, Toronto, ON
Application Deadline: 05/03/2024 Address: 30 St. Clair Avenue West 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. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Toronto is $38,000 Compensation and Benefits: $32 700,00 - $48 600,00 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.
Client Service Assistant
BMO, Vancouver, BC
Application Deadline: 04/27/2024Address:885 West Georgia StreetSupports one or more BMO Nesbitt Burns 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.On-site role (not remote)Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Assists the advisory team in preparing for client meetings, including scheduling appointments.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to team members and completed.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an assetKnowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an assetFamiliarity with technology applications and software used in the financial planning and investment industry.Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.Successful completion of 30-day BMO NB Investment Representative Licensing Program.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Vancouver, BC is $38,0 00. Grade:3Job 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.
CDS Administrative Assistant
Advantage Solutions Inc., Ottawa, ON
CDS Administrative Assistant Job Locations CA-ON-Ottawa Position Type Full Time Postal Code K1G 0J1 Requisition ID 2024-432171 Category Professional: (IT, Finance, Legal, HR, Talent Acquisition, Administrative, Customer Service) Summary Administrative Assistant Have you ever been to Costco and received a free sample? If so, it's likely come from one of our employees. For more than 35 years, Club Demonstration Services (CDS) has helped Costco members make shopping decisions and shaped the identity that Costco is perhaps best known for its awesome free samples. As the in-house product sampling company for Costco Wholesale, CDS has friendly, professional and talented employees who provide high quality product demonstrations and marketing services to Costco Wholesale and its vendors. Under direct supervision, the Administrative Assistant is responsible for providing effective administrative and secretarial support for the Country Manager and assigned departments. The Administrative Assistant is responsible for handling day-to-day tasks and activities as assigned. Key Responsibilities:Manage in a timely manner the distribution of emails, invoices, expenses etc. and overall office and calendar management Acts as a key liaison between Canadian leaders in operations and sales teams to ensure concise and consistent communication is provided. Supports team in efforts to manage, document, and deliver all aspects of projects. Collaborates with and supports the efforts of cross-functional partners while maintaining strong partnership with global teams to ensure overall satisfaction. Typing, filing, and financial record-keepingWeekly Excel Reporting and Analysis Support with Internal & External PowerPoint presentationsScheduling and coordinating meetings and conferencesSupport with Team Building & Engagement calendars and communicationOwnership of monthly, quarterly, and annual Team Event organizationProcuring office supplies, coordinating office mailAnswers non-routine correspondence and assembles highly confidential and sensitive informationProvide effective customer service for all internal and external customers by communicating effectively both oral and in writingDeals with a diverse group of external callers and visitors as well as internal contacts at all levels of the organizationPosition Requirements:Ideally possesses two (2) years related experience as an Administrative or Executive Assistant SupportPrevious experience with executive level reporting, calendar management and travel arrangementsCommunications and Customer service experience are assetsStrong is required to plan, prioritize and organize diversified workloadExposure to a networked environment using a Windows and/or Windows like InterfaceAdvance use of Microsoft Office Suite (Outlook, Word, Excel, Power Point andAccess)High School diploma, Office Administration certificate or diploma a plusFluent in French (verbal and written), an asset ​​​​Club Demonstration Services welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Responsibilities Advantage Sales and Marketing LLC dba Advantage Solutions is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. Advantage Solutions services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today. Position Summary The Administrative Assistant (AA) is responsible for providing clerical support for Division Management in a timely, efficient, and professional manner. Essential Job Duties and Responsibilities Management Support• Provides administrative support to Division Managers and/or Business Managers by preparing and editing communications, making travel arrangements, coordinating meetings, disseminating information to staff and clients, and assisting in creating presentations.Office Duties• Provides office coverage by assisting in administrative duties such as replenishing supplies, mailroom and phone coverage. • Maintains a friendly and professional environment by greeting and assisting visiting colleagues, vendors, clients and customers.Presentation Development• Assists with developing presentations by assimilating and compiling specific and necessary data.Project Management • Ensures special projects are completed in a timely manner by performing and coordinating appropriate tasks.Meeting Arrangements• Organizes group meetings by participating in scheduling dates, notifying participants, preparing agendas and arranging refreshments. • Ensures complete record of meetings by acting as recording assistant.Information Gathering and Reporting• Compiles information by reviewing and disseminating incoming mail, prioritizing and categorizing documents for signature, and maintaining confidential files for document retrieval. • Assists with documentation of internal policies and procedures, newsletters, training materials, and other communications.• Maintains customer confidence and protect operations by keeping proprietary information confidential.• Facilitates information flow by serving as liaison between Division Manager, Business Manager, and others. Supervisory Responsibilities Direct Reports- This position does not have supervisory responsibilities for direct reportsIndirect Reports- This position does not have guidance or mentoring responsibilities for indirect reports Travel and/or Driving Requirements - Travel and Driving are not essential duties or functions of this job Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job Education Level: (Required): High School Diploma or GED Or equivalent experience(Preferred): Associate's Degree Or equivalent experience Field of Study/Area of Experience: Office Administration5+ Years of experience in working as an Executive Administrative Assistant or related experience supporting “C” level executives.Must be fluent in French and English (verbal and written) Skills, Knowledge and Abilities Excellent Written & Verbal Communication SkillsAbility to Work Independently & Prioritize with minimal supervision, in order to Meet DeadlinesBasic Computer Skills, including Microsoft Word, PowerPoint, Excel, Access, Outlook, & web browsersStrong Priortizing SkillsDecision Making SkillsAbility to Gather Data, Compile Information, & Prepare Reports Environmental & Physical Requirements Office / Sedentary RequirementsIncumbent must be able to perform the essential functions of the job. Additional Information Regarding ASM Job Duties and Job Descriptions The Company is committed to providing equal opportunity in all employment practices without regard to race, nation or ethnic origin, colour, religion, age, sex (including pregnancy and childbearing), sexual orientation, marital status, family status, physical or mental disability or pardoned criminal convictions, or any other category protected by law.The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.Employee understands that neither the provision of the Job Description nor any representation in this document creates a guarantee or contract of employment for any specified period of time or changes the nature of Employee’s employment, which can only be modified in a writing signed by the CEO. Important Information The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. The Company welcomes and encourages applications from people with disabilities. The Company will provide reasonable accommodations, accessible formats and communication supports upon request to persons with disabilities who take part in all aspects of the recruitment and selection process. If you require accommodation in connection with the application process, please contact: Recruiter, Talent Acquisition, for external applicants, or, a Supervisor for internal applicants Apply/Share Apply Now!ApplyShareEmail a Friend/ColleagueRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed CONNECT TO YOUR CAREER Not ready to apply? Connect with us for general consideration. Interested in this opportunity? Socialize this job opportunity to a friend, colleague, or family member: Job Applicant Privacy PolicySoftware Powered by iCIMSwww.icims.com
Client Service Assistant
BMO Financial Group, Vancouver, BC
Application Deadline: 05/25/2024 Address: 885 West Georgia Street Job Family Group: Wealth Sales & Service Supports one or more BMO Nesbitt Burns 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. On-site role (not remote) Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Vancouver, BC is $38,000. Compensation and Benefits: $32,700.00 - $48,600.00 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.
Assistant manager - retail
1182888 BC LTD O/A Duncan Shell Cluster, Duncan, BC, CA
Title:Assistant manager - retailJob TypesRegular jobTerms of Employment:Full Time, PermanentSalary:$34.97 Hourly, for 30 to 40 Hours per weekAnticipated Start Date (at the latest in 3 months):As soon as possibleLocation:436 Trunk RoadDuncan, BCV9L 2P7(1 vacancy)OverviewLanguagesEnglishEducationSecondary (high) school graduation certificateExperience1 year to less than 2 yearsWork settingRetail businessResponsibilitiesTasksManage staff and assign dutiesStudy market research and trends to determine consumer demand, potential sales volumes and effect of competitors' operations on salesDetermine merchandise and services to be soldImplement price and credits policiesLocate, select and procure merchandise for resaleDevelop and implement marketing strategiesPlan budgets and monitor revenues and expensesDetermine staffing requirementsResolve problems that arise, such as customer complaints and supply shortagesPlan, organize, direct, control and evaluate daily operationsRecruit, hire and supervise staff and/or volunteersSupervision5-10 peopleAdditional informationWork conditions and physical capabilitiesWork under pressureTight deadlinesAttention to detailCombination of sitting, standing, walkingPersonal suitabilityCollaborativeCreativityEfficiencyEnergeticHardworkingPositive attitudeQuick learnerFlexibilityEmployer: 1182888 BC LTD O/A Duncan Shell ClusterHow to applyBy emailBy mail436 Trunk RoadDuncan, BCV9L 2P7
Assistant Buyer, Dresses
Hudson's Bay Company, Toronto, ON
Lead a Brilliant Career. Bring your authentic self to work every day, and help our customers express themselves, style their home, and live their life in a way that reflects who they truly are. As a brand, we celebrate the differences that make each and every one of us unique because we believe that people shouldn't fit archetypes. So why should your career be anything less than extraordinary? What to Expect: The Assistant Buyer is responsible for achieving sales and profit objectives for a specific merchandise category or categories, under the direction of the Buyer. This responsibility includes the development and successful implementation of buying strategies, merchandise programs, and marketing plans. What you will do: ● Help manage vendor and brand selection, develop strong vendor relationships, monitor industry trends, evaluate competition, attend major markets, and conduct competitive shops ● Work closely with our team in Bengaluru to ensure timely execution of item setup and item management ● Assist the Buyer in developing the merchandising strategy and assist with sales analysis to identify and react to trends in-season ● Assist the Buyer with the weekly vendor allowance collections ● Ensure timely delivery of merchandise by managing the purchase order tracker and following up with planning, vendors, and the distribution center ● Review and ensure vendor cost/retail/UPC (Universal Product Code) submissions match the buy submission ● Negotiate and guide the execution of RTVs (Return-to-vendor) ● Effectively manage and monitor internet processes including content accuracy, overall productivity, analyzing and reacting to business needs, and communicating with the digital e-commerce team ● Work closely with the Buyer and advertising/marketing team to manage the advertising process including determining advertised styles, and prep sheets, coordinating sample collection, managing in-stock on ad styles, approval process, and recapping ● Assist with line reviews/style outs for management ● Participate in in-store visits and respond promptly to store visit notes What you will bring to the team: ● University or college degree or commensurate retail experience ● Minimum of 2 years experience in merchandise or allocation preferred ● Strong computer skills including MS Word and Excel ● Problem-solving skills ● Analytical and creative skills ● A great understanding of the value of being proactive and solution-oriented What’s in it for you? ● A people-focused culture of belonging where Reconciliation & Inclusion are integral to what we do ● Employee Resource Groups that offer a unique opportunity to connect with diverse colleagues ● Leadership coaching and development opportunities at all levels ● Benefits package inclusive of parental leave top-up, retirement savings, “Living Well” Program, and more ● A generous Associate discount of up to 40% off of top brands ● Work-life balance through a hybrid work model and flexible paid-time-off The Fabric of Hudson’s Bay Hudson's Bay has established a reputation for quality and style through an unrivaled assortment of products and categories including fashion, home, beauty, food concepts, and more. Hudson's Bay operates under the HBC brand portfolio. Founded in 1670, HBC is North America's oldest company. Hudson’s Bay helps Canadians live their best style of life by operating thebay.com featuring Marketplace, one of the largest premium life & style digital platforms in Canada, with a seamless connection to a network of Hudson’s Bay stores from coast to coast. At Hudson’s Bay, smart, high-performing team members will challenge you to learn and grow every day. We value ambitious work and great ideas grounded in data and insights. We strive everyday to provide our customers with an experience they will value with our products, services and dedication towards adapting to the ever changing environment of retail. This role will actively support our DE&I framework by identifying opportunities to increase and promote diversity in our teams, products and brands. They will lead with inclusion to nurture our OneTeam culture by removing barriers for our Associates and communities. We’d love for you to join us in our mission to help Canadians live their best style of life! Stay connected with us on Instagram, Facebook, Twitter, TikTok, and LinkedIn. Thank you for your interest In The Bay. We look forward to reviewing your application. The Bay provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, HBC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. The Bay welcomes all applicants for this position. Should you be individually selected to participate in an assessment or selection process, accommodations are available upon request in relation to the materials or processes to be used
Client Service Assistant
BMO, Vernon, ON
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.
Client Service Assistant
BMO Financial Group, Vernon, BC
Application Deadline: 05/25/2024 Address: 2806 32nd Street 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. 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.
Administration Assistant - BMO Nesbitt Burns
BMO Financial Group, Montreal, QC
Application Deadline: 04/26/2024 Address: 1501 McGill College Avenue 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. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Bilingualism French and English Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Montreal is $ 38,000.00. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $32 700,00 - $48 600,00 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.
Administrative Sales Assistant
Quinco & Cie inc. - The Smart Tiles, Magog, QC
Quinco is a growing company, its factory is located in the Magog industrial park. Our team currently has around a hundred employees and we would like to expand it by adding a sales assistant.As a Quinco employee, we are committed to innovation and continuous quality development as well as maintaining the reputation of our products for ease of use, high quality and an extensive range of colors and styles.Would you like to work in a company where teamwork and collaboration are at the very heart of the activities?The following offer is for you!The main role of the sales assistant is to carry out the administrative management of customers internally and externally, as well as to support the sales team for the proper functioning of the organization.More specifically, as a sales assistant, you will have to: Manage Omni-Channel customers (e-Commerce and retail) according to their particularities in collaboration with account managers Maintain good, effective communication with account managers associated with its clients Provide courteous service in all available communication channels, including phone calls, emails, live chat platforms and interactions with our customers on various social networks. Act as an intermediary between the sales team and internal teams including project management Ensure that orders, shipments and invoicing are carried out within contractual deadlines Prepares order confirmations or quotes according to requests received, price comparisons and documents required by marketing Report any breach that will affect a client to the people concerned (rep, director, or internal) Support the sales team during customer presentations (analyses, documents, PowerPoint, images) Must have a good understanding of contracts, programs and transportation guides to be the resource person for their clients.You will directly contribute to the success of our team!What you have to offer:• Impeccable French and English, both orally and in writing,• Ability to manage priorities and multiple demands• Good knowledge of the Office suite (Excel, Word, PowerPoint, Outlook)• Good ability to manage stress.• 1 to 2 years of experience• Good computer knowledgeWhat we offer:• A salary based on your experience• A pleasant and stimulating working environment• The opportunity to grow and develop• An employee assistance program• Telemedecine• Possibility of working remote 2 days a week• And more! • Impeccable French and English both orally and in writing, • Ability to manage priorities and multiple requests • Good knowledge of the Office suite (Excel, word, power-point, Outlook) • Good ability in stress management.
Assistant Branch Manager
BMO, Quebec, QC
Application Deadline: 04/25/2024Address:3190 boul St-CharlesGuides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution.Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.Supports the Bank's community involvement and participates in community activities.Resolves customer related issues using knowledge of bank services, products, and processes.Fulfills sales and service activities for the customer in accordance with approved procedures.Provides input into area business and market plans to optimize new and existing business opportunities within the community.Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.Reviews results and performance measures against plans and standards (e.g. sales targets, service targets, referral targets) to address gaps and develop plans.Analyzes data and information to provide insights and recommendations.Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.Manages transactional outcomes for customer calls or defers to appropriate internal business groups.Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.Builds effective relationships with internal/external stakeholders.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with all legal and regulatory requirements for the jurisdiction.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.1-3 years of banking or customer service/sales or equivalent experience.Previous supervisory or management experience - preferred.General knowledge of retail banking products and services.General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.Working knowledge of competitive marketplace and trends in product offerings.Working knowledge of branch operational processes and policies.Working knowledge of branch technologies, processes, and performance metrics.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:People Manager / GestionnaireWe'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.
AST MG 15R - Assistant Manager - Terrace
BC Liquor Distribution Branch, Terrace, BC
Assistant Manager Assistant Manager R15 About the BCLDB: The BC Liquor Distribution Branch (LDB) is one of two branches of government that provide oversight for the beverage alcohol and non-medical cannabis industries in the province. The LDB is responsible for the wholesale distribution of liquor and cannabis, and operates the retails brands BCLIQUOR and BC Cannabis Stores. The LDB is committed to government's goals of making life better for people in B.C., improving services, and ensuring a sustainable province for future generations. The revenue generated by the LDB helps fund essential public services like health care, education, and community programming. Learn more on the LDB careers page. BC Liquor Stores is a fiscally responsible retailer of beverage alcohol that provides exemplary customer service, delivers social responsibility programs and upholds BCLDB's core values of service, relationships and results. Working in this vibrant, creative and supportive team environment will see your knowledge and skills thrive to unparalleled levels. About this role: Reporting to the Store Manager, the Assistant Manager assists in the management of a major retail operation. Responsibilities include ensuring good customer relations, supervision of staff, developing teamwork and maintaining good staff morale. The position may also assist in controlling stock levels and stock variance control and ensuring acceptable levels of security in the store for both staff and physical assets. The Assistant Manager is expected to contribute to improve the Branch image by assisting in providing support of Branch policies. The Assistant Manager is also involved in training staff, scheduling assignments, participating as required in all store duties, and may be involved in labour relations matters. Shift work is involved. This position may require lifting liquor cases up to 50 lbs. to varying heights, standing at a cash register for extended periods of time and performing warehouse duties, including frequent bending and standing. Incumbents may also operate a variety of mechanical and hand-operated equipment. Contact with the public and clerical duties are also critical components of this position. Successful completion of Serving It Right™ certification will be required prior to confirmation of any appointments of this position. Work is performed in a multi-shift retail operation. A criminal record check is required. For complete details about this opportunity, including accountabilities, please refer to the attached job description, also located in the Additional Information section at the bottom of the posting. An eligibility list for permanent future opportunities may be established. Position requirements: Education and Experience: Secondary (high) school Diploma or equivalent certificate. A minimum of 6 months of recent* experience with 3 months as a supervisor, in a customer-facing, service-oriented environment. Preference may be given to those candidates with the following: Experience working as a supervisor in a retail or hospitality environment. Experience in an environment with annual sales in excess of $1 million. Experience with accountability for driving and achieving sales. Experience with visual presentation and KPIs. Degree, diploma or certificate in business or retail management or successful completion of a supervisory/leadership course. Candidates that are applying with relief time must clearly state the number of hours of relief they have at the time of this posting. *Recent experience is defined as occurring within the last 5 years. Application instructions: To be considered for this position, your application must clearly demonstrate how you meet the education and experience as outlined in the position requirements section above. Applicants selected to move forward in the hiring process may be assessed on the knowledge, skills, abilities and competencies as outlined in the attached Job Description. Applicants must meet the requirements as described below to be considered: A cover letter is required as part of your application. The content and/or format of your cover letter may be evaluated as part of the assessment process. Your cover letter must contain information detailing how your qualifications meet the position requirements as listed in the job posting. Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying. For specific position-related enquiries, please contact Steph Mitchell, HR Coordinator at [email protected] . Only applications submitted using the BC Public Service Recruitment System on this website will be accepted. For more information about how to create or update your profile, please refer to the attached Application Instructions or refer to the Job Application page on the MyHR website. If you are experiencing technical difficulty applying for a competition, please send an e-mail to [email protected] before the stated closing time, and they will respond as soon as possible to assist you. Note: Applications will be accepted until 11:00pm Pacific Time on the closing date of the competition. Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace. The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452. The BC Public Service is an award-winning employer and offers employees competitive benefits, great learning opportunities and a chance to engage in rewarding work with exciting career development options. For more information, visit What the BC Public Service Offers .Job Category Administrative Services Additional Information Assistant Manager
Administration Assistant, BMO Nesbitt Burns
BMO Financial Group, Granby, QC
Application Deadline: 05/17/2024 Address: 399 Rue Principale, 2nd Flr Job Family Group: Wealth Sales & Service *** 6 months contract and possibility for this role to become permanent *** Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Bilingualism French and English Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Granby is $ 38,000.00. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $32 700,00 - $48 600,00 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.
Client Service Assistant
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 100 King Street West 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. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Toronto is $38,000 Compensation and Benefits: $32,700.00 - $48,600.00 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.
Client Service Assistant
BMO, Toronto, ON
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.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Assists the advisory team in preparing for client meetings, including scheduling appointments.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to team members and completed.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an assetKnowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an assetFamiliarity with technology applications and software used in the financial planning and investment industry.Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.Successful completion of 30-day BMO NB Investment Representative Licensing Program.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Toronto is $38,000 Grade:3Job 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.