Overview of salaries statistics of the profession "Financial Advisor Recruitment in Canada"

UNLIMITED POSSIBILITIES AHEADPosition:Service AdvisorStatus:Full-TimeDealership: Mercedes-Benz SurreyDepartment:Service Compensation: $75,000-$95,000 per annum *this is a commissioned position - wages commensurate experience & productivity We believe in doing good for our customers and for ourselves. Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad.We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country (representing 21 automotive brands across 34 locations) with a shared vision to become the national automotive leader in customer experience. As one of Canada's Best Employers and Best Managed Companies, we are looking for team players who are excited to continually learn, work hard, and take ownership of their roles.If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!A Career at OpenRoad Means You'll Enjoy: Opportunity to work with a variety of OEM BRANDS including; Acura Audi, BMW, Genesis, Honda, Hyundai, Infiniti, Jaguar, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen Amazing Incentives Internal and external, training & development opportunities for skill development and growth Be part of a collaborative, friendly and progressive work culture with an emphasis on transparency, innovation, relationship, and empowerment Comprehensive extended health and dental plan tailored around Associate wellness Recognition and Engagement Events! ROLE & RESPONSIBILITIES: Handle customer inquiries promptly and accurately, listen to vehicle concerns and write repair orders. Ensure repair orders and all paperwork is legibly and accurately completed, with all customer requests or points of concern documented. Obtain all customer (including signature) and vehicle data and fill in required spaces on all repair orders. Process all paperwork as jobs are completed. Review all repairs and changes with the customer upon delivery of the vehicle. Assist in scheduling customer vehicles for service work by allowing adequate time for repairs/maintenance and securing additional time as required. Monitor work-in-progress to ensure that repairs are being performed properly and time schedule is being met as promised. Notify customers if delays are expected or additional work is needed. Use service files to suggest additional repairs or services if required. Estimate costs and completion times, do not hesitate to ask the Service Manager for assistance. Identify and give special attention to repeat repairs, and assign the original technician on all comeback jobs. Notify customers when backorder parts become available. Determine warranty coverage and verify repair date, mileage, etc. Resolve all customer complaints for a win/win outcome. Implement/suggest preventative measures to reduce the number of complaints. Perform walk-around inspection on all customer vehicles noting damage such as scratches, dents, missing hubcaps, etc. Arrange for alternate transportation as needed and manage loaner vehicles. Work to improve dealership CSI and general customer satisfaction in accordance with OpenRoad's philosophies, policies, and procedures. Maintain paperwork and ensure the reception area is in a clean and orderly fashion. Must follow company safety policies and practices, and immediately, report any and all accidents to a Manager/Supervisor. This position will be expected to perform other duties as assigned by management. OpenRoad reserves the right to modify this job description as business needs require. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Working knowledge of automotive equipment. Knowledge of techniques of customer satisfaction and retention. Ability to maintain records and prepare reports using a computerized equipment maintenance system. Ability to work cooperatively with all levels of the organization. Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions. Ability to operate assigned equipment. Ability to make sound decisions in a manner consistent with the essential job functions. A valid British Columbia driver's license, with a clean driving record. Internal Candidates MUST apply by filling out the Internal Endorsement Form on the Intranet. Failure to complete the form will cause a delay in your application.https://orag.bamboohr.com/careers/3464 We are an equal opportunity employer that embraces diversity. We stand behind the growth of our associates to help them achieve their vision and goals.JOIN US AND GROW WITH US!

OverviewYou've got big plans. We have opportunities to match your ambitions, and we're committed to empowering you to become a better you, no matter what you do. When you join KPMG, you'll be one of over 219 000 professionals providing audit, tax, advisory and business enablement services across 147 countries. With the support to do things differently, grow personally and professionally and bring your whole self to work, there's no limit to the impact you can make! Do you want to work in a dynamic and stimulating environment? This offer is for you! With the objective of continuing to grow and realize its full potential, our Financial Crimes practice in the Montreal office is looking for an experienced Manager or Senior Manager to help develop its service offering and grow its team. In compliance with laws and industry best practices, we work closely with our clients to identify, manage, and mitigate their exposition to financial crime, by acting as advisory experts on the following matters: Anti-money laundering Economic sanctions Anti-tax evasion Anti-corruption Fraud What you will doYou will be involved in a variety of projects with clients exclusively in the financial crime industry. You will work closely with the practice partners on advisory projects and will contribute to business development. Also, as a Manager or Senior Manager, you will have the following responsibilities: Coordinate the management and execution of financial crimes projects. Lead a team of financial crime consultants while ensuring that the quality of the team's deliverables meets KPMG's standards of excellence and clients' needs. Act as subject matter expert on financial crimes advisory so that we can provide services in compliance with best practices, legal requirements, and the firm's standards of excellence. Supervise and train team members. Act as a point of contact with clients to strengthen existing relationships. Support the lines of defense in deploying financial crimes programs. Assess risks (financial crimes (money laundering, tax evasion, economic sanctions), fraud (internal/external), third party or regulatory compliance) across the organization. Help clients to have a comprehensive view of their operational and regulatory risks, thus allowing them to reduce their risk exposure. Assist clients in various risk management engagements including, but not limited to, identifying risk appetite, identifying processes, assessing the adequacy of the design and effectiveness of controls in place, to ensure compliance with legislative and regulatory requirements. Participate in the deployment of new technologies in financial crimes and/or lead the proposals. Provide sound advice on risk governance strategy and adapt it to client needs. More generally, you will have to: Contribute to business development activities to well position KPMG's Financial Crime Advisory Services regionally and nationally. Increase the visibility of the practice by participating in events or writing articles about financial crimes. Develop service offerings according to practice standards. Maintain a continuous awareness of emerging financial crimes trends and risks. What you bring to the role At least 10 years of experience in the areas of anti-financial crimes. Bachelor's degree in accounting, criminology, finance, business, or related field. Master's degree or graduate degree in financial crimes or related field is considered an asset. Certified Anti-Money Laundering Specialist (CAMS), Certified Fraud Examiner (CFE), Certified Financial Crimes Specialist (ACFCS), Economic Sanctions Specialist (CSS) certifications or equivalent designations will be considered an asset. Understanding of laws, regulations and best practices related to anti-money laundering, anti-terrorist financing, anti-corruption, tax evasion and economic sanctions. Excellent verbal and written communication skills. Ability to produce concise and structured presentations and reports. Knowledge of the technologies and solutions available on the market for monitoring and assessment of the risk of money laundering Understanding of banking, insurance, asset management products and services, and existing technologies in the market. Have the willingness to contribute to internal development activities as well as to business development. Be customer-oriented, understand their issues and propose value-added solutions. Being comfortable with teamwork, coaching and relationship building. Be able to perform well under pressure and manage projects, resources, and budgets appropriately. Be autonomous, have a sense of initiative and priorities. Demonstrate great rigor and attention to details. Good knowledge of Excel, Word, Visio, and PowerPoint programs. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .

UNLIMITED POSSIBILITIES AHEADPosition:Service AdvisorStatus:Full-TimeDealership:OpenRoad Toyota RichmondDepartment:ServiceWe believe in doing good for our customers and for ourselves. Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad.We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country (representing 20 automotive brands across 25 locations) with a shared vision to become the national automotive leader in customer experience. As one of Canada's Best Employers and Best Managed Companies, we are looking for team players who are excited to continually learn, work hard, and take ownership of their roles.If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!A Career at OpenRoad Means You'll Enjoy: Opportunity to work with a variety of OEM BRANDS including; Acura Audi, BMW, Genesis, Honda, Hyundai, Infiniti, Jaguar, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen Amazing Incentives including but not limited to Discounted Vehicle Purchasing Program, Boot Allowance, Computer Rebate Program, Employee Referral Program, Employer RRSP Matching, Tool Purchase Subsidy Internal and external, training & development opportunities for skill development and growth Be part of a collaborative, friendly and progressive work culture with an emphasis on transparency, innovation, relationship, and empowerment Comprehensive extended health and dental plan tailored around Associate wellness Recognition and Engagement Events! ROLE & RESPONSIBILITIES: Handle customer inquiries promptly and accurately, listen to vehicle concerns and write repair orders. Ensure repair orders and all paperwork is legibly and accurately completed, with all customer requests or points of concern documented. Obtain all customer (including signature) and vehicle data and fill in required spaces on all repair orders. Process all paperwork as jobs are completed. Review all repairs and changes with the customer upon delivery of the vehicle. Assist in scheduling customer vehicles for service work by allowing adequate time for repairs/maintenance and securing additional time as required. Monitor work-in-progress to ensure that repairs are being performed properly and time schedule is being met as promised. Notify customers if delays are expected or additional work is needed. Use service files to suggest additional repairs or services if required. Estimate costs and completion times, do not hesitate to ask the Service Manager for assistance. Identify and give special attention to repeat repairs, and assign the original technician on all comeback jobs. Notify customers when backorder parts become available. Determine warranty coverage and verify repair date, mileage, etc. Resolve all customer complaints for a win/win outcome. Implement/suggest preventative measures to reduce the number of complaints. Perform walk-around inspection on all customer vehicles noting damage such as scratches, dents, missing hubcaps, etc. Arrange for alternate transportation as needed and manage loaner vehicles. Work to improve dealership CSI and general customer satisfaction in accordance with OpenRoad's philosophies, policies, and procedures. Maintain paperwork and ensure the reception area is in a clean and orderly fashion. Must follow company safety policies and practices, and immediately, report any and all accidents to a Manager/Supervisor. This position will be expected to perform other duties as assigned by management. OpenRoad reserves the right to modify this job description as business needs require. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Working knowledge of automotive equipment. Knowledge of techniques of customer satisfaction and retention. Ability to maintain records and prepare reports using a computerized equipment maintenance system. Ability to work cooperatively with all levels of the organization. Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions. Ability to operate assigned equipment. Ability to make sound decisions in a manner consistent with the essential job functions. A valid British Columbia driver's license, with a clean driving record. Internal Candidates MUST apply by filling out the Internal Endorsement Form on the Intranet. Failure to complete the form will cause a delay in your application.https://orag.bamboohr.com/careers/3360 We are an equal-opportunity employer that embraces diversity. We stand behind the growth of our associates to help them achieve their vision and goals.JOIN US AND GROW WITH US!

UNLIMITED POSSIBILITIES AHEADPosition:Service AdvisorStatus:Full-TimeDealership: Richmond Auto MallDepartment:ServiceWe believe in doing good for our customers and for ourselves. Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad.We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country (representing 21 automotive brands across 34 locations) with a shared vision to become the national automotive leader in customer experience. As one of Canada's Best Employers and Best Managed Companies, we are looking for team players who are excited to continually learn, work hard, and take ownership of their roles.If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!A Career at OpenRoad Means You'll Enjoy: Opportunity to work with a variety of OEM BRANDS including; Acura Audi, BMW, Genesis, Honda, Hyundai, Jaguar, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen Amazing Incentives Internal and external, training & development opportunities for skill development and growth Be part of a collaborative, friendly and progressive work culture with an emphasis on transparency, innovation, relationship, and empowerment Comprehensive extended health and dental plan tailored around Associate wellness Recognition and Engagement Events! ROLE & RESPONSIBILITIES: Handle customer inquiries promptly and accurately, listen to vehicle concerns and write repair orders. Ensure repair orders and all paperwork is legibly and accurately completed, with all customer requests or points of concern documented. Obtain all customer (including signature) and vehicle data and fill in required spaces on all repair orders. Process all paperwork as jobs are completed. Review all repairs and changes with the customer upon delivery of the vehicle. Assist in scheduling customer vehicles for service work by allowing adequate time for repairs/maintenance and securing additional time as required. Monitor work-in-progress to ensure that repairs are being performed properly and time schedule is being met as promised. Notify customers if delays are expected or additional work is needed. Use service files to suggest additional repairs or services if required. Estimate costs and completion times, do not hesitate to ask the Service Manager for assistance. Identify and give special attention to repeat repairs, and assign the original technician on all comeback jobs. Notify customers when backorder parts become available. Determine warranty coverage and verify repair date, mileage, etc. Resolve all customer complaints for a win/win outcome. Implement/suggest preventative measures to reduce the number of complaints. Perform walk-around inspection on all customer vehicles noting damage such as scratches, dents, missing hubcaps, etc. Arrange for alternate transportation as needed and manage loaner vehicles. Work to improve dealership CSI and general customer satisfaction in accordance with OpenRoad's philosophies, policies, and procedures. Maintain paperwork and ensure the reception area is in a clean and orderly fashion. Must follow company safety policies and practices, and immediately, report any and all accidents to a Manager/Supervisor. This position will be expected to perform other duties as assigned by management. OpenRoad reserves the right to modify this job description as business needs require. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Working knowledge of automotive equipment. Knowledge of techniques of customer satisfaction and retention. Ability to maintain records and prepare reports using a computerized equipment maintenance system. Ability to work cooperatively with all levels of the organization. Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions. Ability to operate assigned equipment. Ability to make sound decisions in a manner consistent with the essential job functions. A valid British Columbia driver's license, with a clean driving record. Internal Candidates MUST apply by filling out the Internal Endorsement Form on the Intranet. Failure to complete the form will cause a delay in your application.https://orag.bamboohr.com/careers/3805 We are an equal opportunity employer that embraces diversity. We stand behind the growth of our associates to help them achieve their vision and goals.JOIN US AND GROW WITH US!

Job SummaryJob DescriptionFinancial Advisor- Greater Toronto Area** As we have many branch locations across this quadrant, we are hiring multiple candidates for this position. You will be required to be fully available to work during RBC's retail branch hours of operation, including extended hours Monday through Saturday until 8:00 PM and Sunday as applicable. Please note if you do not have a completed Designated Financial Services Advisor (DFSA) designation you will be hired in a Financial Intern position. Apply today! **What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.What will you do?Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clientsCommunicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contactUse your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and businessProvide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstancesChampion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.Make good use of technology to connect with clients both virtually and face to faceImplement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local communityCollaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert adviceWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)1-2 years of proven sales experience in the financial services industry, handling credit and investmentsDemonstrated ability to build trust and maintain long-term client relationshipsDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Nice-to-haveFluency in second language Cantonese and/or MandarinActive in developing a solid network in the local communityWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Career development and top-notch sales coaching to take your career to the next levelCompetitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityEVP3P2Job SkillsAdditional Job DetailsAddress:ROYAL BANK PLAZA, 200 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:Regular Trainee (Trainee)Pay Type:SalariedPosted Date:2022-03-16Application Deadline:2024-04-30Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and fast growing private client wealth management business. As an Associate Wealth Advisor & Financial Planner your role is to deliver customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients. As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business. Candidates must have at least 3-5 years of experience dealing with HNW Clients as a Financial Planner and this is an on-site and in-the-office role.What will you do?Provide bespoke financial planning advice and wealth management strategiesUse proprietary software to prepare financial plansWork with the Portfolio Manager & Wealth Advisor and his team and with internal RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth preservation and transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)Liaise and work with the professional advisors of our HNW Clients to ensure the execution of the planning advice and wealth management strategiesDevelop the service plan for ongoing financial planning and wealth management advicePromote and support a work environment that inspires innovation, creativity and collaborationWhat must you have to succeed?First class client service skillsAt least 3-5 years of relevant investment industry & financial planning experience with HNW ClientsExceptional verbal and written English skills especially over the telephoneRecognized Professional Designation (such as CPA, CA, FEA, CFA, CFP, LLB, etc.)Commitment to obtain CFP or PFP designation (if not already held)Bachelors Degree from a recognized universityIIROC licensed as a Registered Representative (RR) (or willingness to obtain)Attention to detail and strong organizational skillsAdvanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)Resident of the BC Lower Mainland and legally able to work in CanadaWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-16Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.What will you do?Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centres of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentLife License (HLLQP/LLQP) Insurance of persons certification or the willingness to complete it prior to start dateRequires fluency in French and English in order to serve our clients in the community with English speaking needs.Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsProfessional sales experience with an entrepreneurial mindsetAn existing network of referrals within the communityDigital literacy using a variety of systems and toolsNice to haveProfessional sales experience in the insurance domainIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager#LI-HybridEVPP2Job SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:1 PLACE VILLE MARIE:MONTRALCity:MONTRALCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2024-04-24Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canadas leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and growing private client wealth management business. As Associate Wealth Advisor & Financial Planner your role is to deliver customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients.As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business. Candidates must have at least 7 years of experience with HNW Clients and this is an on-site in the office role.What will you do?Provide Wealth Management and Financial Planning advice to our HNW ClientsUse proprietary software to prepare Financial Plans for our HNW ClientsWork with other planning experts within RBC (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other professional specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)Develop the service plan for Wealth Management advice to our HNW ClientsPromote and support a work environment that inspires innovation, creativity and collaborationWhat must you have to succeed?First class client service skillsAt least 7 years of relevant investment industry experience with HNW ClientsExceptional verbal and written English skills especially over the telephoneRecognized Professional Designation (such as CPA, CA, CFP, TEP, FEA, CFA, etc.)Commitment to obtain CFP designation (if not already held)IIROC licensed as a Registered Representative (RR) (or willingness to obtain)Attention to detail and strong organizational skillsAdvanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)Resident of the BC Lower Mainland and legally able to work in CanadaWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-16Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.What will you do?Prepare comprehensive financial plans that meet clients specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning.Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.Simplify complex strategies to assist advisors.Work collaboratively with the Financial Planning Analyst team in the preparation of financial plans.Promote and support a work environment that inspires innovation, creativity, collaboration and diversity.Develop strong internal and external networks and referral sources.What do you need to succeed?Must-haveFive years experience with tax planning for high net worth clients.Five years of relevant experience in all aspects of financial planning.One or more of the following professional designations in Accounting: CA/CMA/CGA/CPAEffective communication skills both oral and written.Strong analytical and judgment skills.Microsoft Office and financial planning software such as Conquest or Naviplan.Ability to work both as part of a team and independently.Nice-to-haveInvestment and insurance industry knowledge are also strong assets.Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec).Whats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableA world-class training program in financial servicesWork in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference and lasting impactEVP3P3Job SkillsCash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job DetailsAddress:City:Country:Work hours/week:0Employment Type:Full timePlatform:Job Type:RegularPay Type:SalariedPosted Date:2023-12-06Application Deadline:2024-10-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.What will you do?Prepare comprehensive financial plans that meet clients specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning.Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.Simplify complex strategies to assist advisors.Work collaboratively with the Financial Planning Analyst team in the preparation of financial plans.Promote and support a work environment that inspires innovation, creativity, collaboration and diversity.Develop strong internal and external networks and referral sources.What do you need to succeed?Must-haveFive years experience with tax planning for high net worth clients.Five years of relevant experience in all aspects of financial planning.One or more of the following professional designations in Accounting: CA/CMA/CGA/CPAEffective communication skills both oral and written.Strong analytical and judgment skills.Microsoft Office and financial planning software such as Conquest or Naviplan.Ability to work both as part of a team and independently.Nice-to-haveInvestment and insurance industry knowledge are also strong assets.Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec).Whats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableA world-class training program in financial servicesWork in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference and lasting impactEVP3P3Job SkillsCash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job DetailsAddress:1 PLACE VILLE MARIE:MONTRALCity:MONTRALCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-09Application Deadline:2024-04-01Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWe are hiring Advisors for multiple positions located in Winnipeg.The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including extended hours, and Saturdays) as required.What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their childs education or recommending how to borrow for their Someday, your expertise will contribute to creating meaningful and memorable client experiences.What will you do?Communicate with clients to learn about their needs and help them achieve their goalsProvide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needsCollaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert adviceLeverage technology to deliver on client experience and drive sales and retentionProactively take ownership of resolving and preventing clients banking problemsImplement contact and relationship building strategies, and support new client acquisition in local communityEducate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online bankingWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)2-3 years of proven sales experience in the financial services industry, handling credit and investmentsDemonstrated ability to build trust and maintain long-term client relationshipsDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Nice-to-haveFluency in a second languageActive in the local community, developing a solid network in the local communityWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Career development and top-notch sales coaching to take your career to the next levelCompetitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeJob SkillsAdditional Job DetailsAddress:111 VERMILLION RD:WINNIPEGCity:WINNIPEGCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Job Type:Regular Trainee (Trainee)Pay Type:SalariedPosted Date:2024-02-12Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Who We AreSCC is a small but impactful Crown corporation that reports to Parliament through Innovation, Science and Economic Development Canada. Using our expertise and vast network, SCC helps organizations by opening a gateway to possibilities, both at home and abroad. We bring people together, foster collaboration and expand their horizons in trade, sustainability, and global connectivity. We represent and advance Canada's interests on the international stage in ways no other organization can.As Canada's national standardization body, SCC offers more than a few pieces of the standards development and conformity assessment puzzle. We provide comprehensive strategies that allow Canadian businesses and innovators to contribute to shaping established and emerging markets. We help knock down trade barriers and create opportunities for businesses to innovate and expand into new markets by laying the foundation for their success.SCC's work also helps drive Canada's health, well-being and economic prosperity. Whether it's the food we eat, the products and technologies we use, or how we get to work, every aspect of our lives is touched by standards. Standards and conformity assessment not only provide confidence in the quality and safety of products and services, they also play an integral role in improving the overall health and safety of Canadians, and of their environment. At SCC, everything we do is aimed at improving Canadians' quality of life and economic prosperity.Our CultureA 2020 - 2022 winner of Waterstone's Canada's Most Admired Corporate Cultures award, we foster a culture founded on our values of respect, professionalism, and integrity. Over the last year, our culture has expanded and evolved in light of the COVID-19 pandemic. Working from home has had its challenges, but it has also brought us closer and has highlighted the culture that was already in place: one of compassion, agility, and flexibility.At SCC, we believe that an empowered and engaged workforce is essential to deliver on our vision and mission. A people-centric culture means that we are all working together to achieve a common goal.Our diversity is our strength. We believe that leveraging our unique backgrounds helps to create a stronger, more cohesive team. Proudly, we can report that 30% of our team identifies as belonging to a visible minority, 60% of our team is female, and 62% of our leadership team is female. Not only do we serve the public in both Official Languages, but we are able to go above and beyond: with a staff complement of 140, we speak over 20 languages at SCC.SCC has implemented a hybrid working model. Our model balances remote work with coming together in person when it is purposeful. This position can work remotely most of the time, while requiring in-person work regularly. SCC's office is located at 55 Metcalfe Street in downtown Ottawa. A Day in the Life of an HR AdvisorReporting to the Manager, Talent Management & Human Resources Operations, the Senior Human Resources Advisor is responsible for administering processes related to job evaluation; compensation; leave management; official languages; and employee relations to ensure the efficient and effective operation and delivery of HR services to the Standards Council of Canada (SCC). The HR Advisor provides advice to the SCC community as it relates to HR policies and procedures and supports leaders throughout the ongoing process of job evaluation. The role provides input and expertise into the development and continuous improvement of all HR programs and services, including compensation and performance management; leave management; payroll and benefit programs; and employee relations for all Standards Council of Canada (SCC) employees. The Senior Advisor develops and recommends changes and enhancements to HR programs, procedures, guidelines, and metrics to support the alignment of SCC strategies and business objectives. Your BackgroundPost-secondary diploma or degree in the area of Human Resources, Business Administration, Psychology or related area.A minimum of eight (8) years of work-related experience in various functional areas of Human Resources.Knowledge of the policies and systems relating to leave, compensation, payroll, training and staffing, and benefit plan provider organizations as it relates to insurance and benefits. Knowledge of relevant sections of human resources and financial legislation (such as the Public Service Superannuation Act, the Canada Labour Code, the Financial Administration Act, Employment Insurance Act, Income Tax Act, Employment Standards Act, Human Rights).Knowledge of the principles of human resource management and payroll services. Knowledge of organizational methods, analytical methods, techniques, and practices. Knowledge of the methods, techniques and practices involved in collecting and compiling data. Solid customer service, presentation, interpersonal, and written and spoken communication skills. A high degree of initiative and ability to multi-task and make independent decisions with minimal supervision.Ability to exchange information with management and staff throughout the division, to explain policies and procedures, to identify and investigate discrepancies and key issues, and to provide effective advice to management.Ability to respond client organizations, to provide information, and to address human resource issues. Ability to draft correspondence regarding a variety of issues and to prepare reports regarding human resources information. Language Requirement: Proficiency in Canada's official languages (English / French) is mandatory.You May Also HaveCertified Human Resources Professional / Leader (CHRP / CHRL) designation.Key Activities1. Provides expertise and input into the development and continuous improvement of all HR programs and services for SCC: Acts as a subject matter expert, providing senior-level consultation coaching and guidance on all HR initiatives, employment legislation and escalated, complex issues. Provides expert research, analysis, advice, and guidance in developing, monitoring and ensuring continuous improvement of SCC HR management strategies, policies, processes, systems and services. Conducts research and monitors external environment, identifying best practices to support the continuous improvement of SCC's HR programs and services. Develops, implements, and manages HR policies, processes and procedures to ensure efficiency and effectiveness of programs and services. Contributes to the development, implementation, and evolution of the SCC People Strategy, providing advice and recommendations and working to embed a strategic and integrated approach to HR management across the organization. Supports the development and implementation of HR strategies and initiatives across SCC. 2. Administers the processes related to job evaluation; compensation; leave management; official languages; and employee relations for SCC: Implements best practices, ensures smooth workflow, and provides exceptional customer service. Supports the administration of HR contracts, expenditures and reporting related to payroll and finance activities. Monitors HR policies and procedures for legislative compliance, identifying issues of non-compliance or changes to legislation and makes recommendations to the supervisor. Supports the provision of analysis, interpretation and advice on human resource policies, legislation, forecasting, and utilization.Works with the supervisor to support the development and implementation phases of all new human resource initiatives.Works with leaders on job description drafting and associated job evaluation action for all SCC positions.Provides advice and guidance in identifying information requirements for management related to human resources administration including leave management, performance appraisals and other information related to employee development and the management of performance.Administers the SCC job evaluation program, supporting leaders in the ongoing process of new job evaluations and existing re-evaluations, communicating results and administering system changes. Provides HR advisory services and acts as a resource to the management and staff of SCC as it relates to job evaluation; compensation; leave management; official languages; and employee relations. 3. Leads HR initiatives and continuous improvement activities. A Final NoteNote 1: Priority will be given to Canadian citizens and permanent residents.Note 2: SCC is responsible for the Personnel Security Clearance process. Typically to be eligible for a "Reliability" clearance, you must have five years of verifiable background information and to be eligible for a "Secret" clearance, you must have 10 years of verifiable background information. The process usually involves reference inquiries, verification of qualifications, criminal records checks, and credit checks (as required) and may require fingerprints. For more information about obtaining a security clearance, please review the Standard on Security Screening.Please attach a detailed cover letter to your resume. In addition to learning about your education, training and experience, we want to hear your story! We'd love to hear about how your accomplishments, and the skills you applied to achieve them, relate to the role and why you think this opportunity is a good fit for you. We are committed to creating and fostering a diverse, equitable and inclusive work environment that reflects the people's lives that we impact and the Canadian community that we work within. We strive to create an environment where everyone is comfortable being their authentic selves. We welcome Indigenous peoples and persons from all races, ethnicities, gender identities and expressions, sexual orientations, and physical or mental abilities to be part of our team.We strive to ensure a barrier-free selection process. If you are contacted regarding a job opportunity, testing or interview, please advise the HR representative of the accommodation measures that you require to enable you to be assessed in a fair and equitable manner.Please complete all fields in this online application and submit it before the closing date of March 29, 2024.Upon our review of all applications, those who appear to be the best fit with the mandate of this role and with SCC's mission and vision will be contacted. You will receive confirmation that your application has reached us. Thank you for your interest in SCC and for taking the time to review this ad. We look forward to hearing from you!

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.As an integral member of a successful and growing private-client discretionary wealth management team, your role as a Associate Wealth Advisor and Financial Planner is to deliver high value customized advice and wealth management strategies to High Net-Worth (HNW) clients. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.Harp Dhillon GroupBusiness Delivery & Operational ManagementWork with our team and other experts in our Financial Planning and Estate Planning group to prepare comprehensive plans to meet clients specific needs in the areas of financial, investment, retirement and risk management.Work with clients and provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.Deliver presentations to clients, COIs, prospects, and educate business owners about wealth management options/strategies, or recent developments (budget changes, taxes, etc.)Promote and support a work environment that inspires innovation, creativity, collaboration and diversityMaximize outcomes by actively contributing to the clients peace of mind and the teams business development pursuitsDevelop strong internal and external networks and referral sources.Client & Relationship ManagementDevelop strong internal and external networks and referral sources (ie, Bank professionals, Accountants, Lawyers, etc.)Ability to foster and strengthen existing high/ultra-high net worth client relationships is criticalHelp clients and their professional accountants for year-end tax filing prep.Ensuring that each and every client is benefiting from tax minimizing options available to them (Inc. RRSPs, TFSA, IPPs, RCAs Spousal loans, Trusts and insurance strategiesMaintaining up to date records of clients net-worth and cash flow statementsReviewing Tax returns (T1, T3 etc.) to look for tax planning opportunities and working with their professional accountants and lawyers for implementation of the suitable optionsWorking with clients to achieve their charitable and legacy planning goalsAbility to make a difference and lasting impactMust-haveCPA designationA minimum of 5+ years of relevant industry experienceExperience interacting with High-Net-Worth clients.Nice-to-haveIn-depth tax courseA background in one of the following areas would be considered an asset:Tax manager with a reputable accounting firmSimilar role with another investment dealerFinancial PlannerCFP DesignationOther Finance DesignationsLife Insurance DesignationsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:745 THURLOW ST:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-27Application Deadline:2024-05-25Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

UNLIMITED POSSIBILITIES AHEAD.Position:Service Advisor Status:Full-TimeDealership: OpenRoad Toyota Peace ArchDepartment:ServiceWe believe in doing good for our customers and for ourselves. Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad.We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country (representing 20 automotive brands across 25 locations) with a shared vision to become the national automotive leader in customer experience. As one of Canada's Best Employers and Best Managed Companies, we are looking for team players who are excited to continually learn, work hard, and take ownership of their roles.If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!A Career at OpenRoad Means You'll Enjoy: Opportunity to work with a variety of OEM BRANDS: Acura, Audi, BMW, Genesis, Honda, Hyundai, Jaguar, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen Amazing Incentives including but not limited to Discounted Vehicle Purchasing Program, Computer Rebate Program, Employee Referral Program, Employer RRSP Matching Internal and External, Training & Development opportunities for skill development and growth Be part of collaborative, friendly, and progressive work culture with an emphasis on transparency, innovation, relationship, and empowerment Comprehensive Extended Health and Dental plan; tailored toward Associate wellness Recognition and Engagement Events! ROLE & RESPONSIBILITIES: Handle customers inquiries promptly and accurately, listen to vehicle concerns and write repair orders. Ensure repair orders and all paper work is legibly and accurately completed, with all customer requests or points of concern documented. Obtain all customer (including signature) and vehicle data and fill in required spaces on all repair orders. Process all paperwork as jobs are completed. Review all repairs and changes with customer upon delivery of vehicle. Assist in scheduling customer vehicles for service work by allowing adequate time for repairs/maintenance and securing additional time as required. Monitor work-in-progress to ensure that repairs are being performed properly and time schedule is being met as promised. Notify customers if delays are expected or additional work is needed. Use service files to suggest additional repairs or services if required. Estimate costs and completion times, do not hesitate to ask Service Manager for assistance. Identify and give special attention to repeat repairs, assign original technician on all comeback jobs. Notify customers when backorder parts become available. Determine warranty coverage and verify repair date, mileage, etc. Resolve all customer complaints for a win/win outcome. Implement/suggest preventative measures to reduce number of complaints. Perform walk-around inspection on all customer vehicles noting damage such as: scratches, dents, missing hubcaps, etc. Arrange for alternate transportation as needed and manage loaner vehicles. Work to improve dealership CSI and general customer satisfaction in accordance with OpenRoad's philosophies, policies and procedures. Maintain paperwork and ensure reception area is in a clean and orderly fashion. Must follow company safety policies and practices, and immediately, report any and all accidents to a Manager/Supervisor. This position will be expected to perform other duties as assigned by management. OpenRoad reserves the right to modify this job description as business needs require. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Working knowledge of automotive equipment. Knowledge of techniques of customer satisfaction and retention. Ability to maintain records and prepare reports using a computerized equipment maintenance system. Ability to work cooperatively with all levels of the organization. Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions. Ability to operate assigned equipment. Ability to make sound decisions in a manner consistent with the essential job functions. A valid British Columbia driver's license, with a clean driving record. Internal Candidates MUST apply by filling out the Internal Endorsement Form on SharePoint. Failure to complete the form will cause a delay in your application.https://orag.bamboohr.com/careers/3915 We are an equal opportunity employer that embraces diversity. We stand behind the growth of our associates to help them achieve their vision and goals.JOIN US AND GROW WITH US!

UNLIMITED POSSIBILITIES AHEAD.Position:Service Advisor Status:Full-TimeDealership: OpenRoad Toyota Port MoodyDepartment:ServiceWe believe in doing good for our customers and for ourselves. Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad.We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country (representing 20 automotive brands across 25 locations) with a shared vision to become the national automotive leader in customer experience. As one of Canada's Best Employers and Best Managed Companies, we are looking for team players who are excited to continually learn, work hard, and take ownership of their roles.If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!A Career at OpenRoad Means You'll Enjoy: Opportunity to work with a variety of OEM BRANDS: Acura, Audi, BMW, Genesis, Honda, Hyundai, Jaguar, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen Amazing Incentives including but not limited to Discounted Vehicle Purchasing Program, Computer Rebate Program, Employee Referral Program, Employer RRSP Matching Internal and External, Training & Development opportunities for skill development and growth Be part of collaborative, friendly, and progressive work culture with an emphasis on transparency, innovation, relationship, and empowerment Comprehensive Extended Health and Dental plan; tailored toward Associate wellness Recognition and Engagement Events! ROLE & RESPONSIBILITIES: Handle customers inquiries promptly and accurately, listen to vehicle concerns and write repair orders. Ensure repair orders and all paper work is legibly and accurately completed, with all customer requests or points of concern documented. Obtain all customer (including signature) and vehicle data and fill in required spaces on all repair orders. Process all paperwork as jobs are completed. Review all repairs and changes with customer upon delivery of vehicle. Assist in scheduling customer vehicles for service work by allowing adequate time for repairs/maintenance and securing additional time as required. Monitor work-in-progress to ensure that repairs are being performed properly and time schedule is being met as promised. Notify customers if delays are expected or additional work is needed. Use service files to suggest additional repairs or services if required. Estimate costs and completion times, do not hesitate to ask Service Manager for assistance. Identify and give special attention to repeat repairs, assign original technician on all comeback jobs. Notify customers when backorder parts become available. Determine warranty coverage and verify repair date, mileage, etc. Resolve all customer complaints for a win/win outcome. Implement/suggest preventative measures to reduce number of complaints. Perform walk-around inspection on all customer vehicles noting damage such as: scratches, dents, missing hubcaps, etc. Arrange for alternate transportation as needed and manage loaner vehicles. Work to improve dealership CSI and general customer satisfaction in accordance with OpenRoad's philosophies, policies and procedures. Maintain paperwork and ensure reception area is in a clean and orderly fashion. Must follow company safety policies and practices, and immediately, report any and all accidents to a Manager/Supervisor. This position will be expected to perform other duties as assigned by management. OpenRoad reserves the right to modify this job description as business needs require. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Working knowledge of automotive equipment. Knowledge of techniques of customer satisfaction and retention. Ability to maintain records and prepare reports using a computerized equipment maintenance system. Ability to work cooperatively with all levels of the organization. Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions. Ability to operate assigned equipment. Ability to make sound decisions in a manner consistent with the essential job functions. A valid British Columbia driver's license, with a clean driving record. Internal Candidates MUST apply by filling out the Internal Endorsement Form on SharePoint. Failure to complete the form will cause a delay in your application.https://orag.bamboohr.com/careers/3944 We are an equal opportunity employer that embraces diversity. We stand behind the growth of our associates to help them achieve their vision and goals.JOIN US AND GROW WITH US!

Posting Title BAND 3 - Strategic Policy Advisor Position Classification Band 3 Union N/A Work Options Remote Location Abbotsford, BC V2S 1H4 CACampbell River, BC V9W 6Y7 CACranbrook, BC V1C 7G5 CAFort Nelson, BC V0C 1R0 CAHope, BC V0X 1L0 CAKamloops, BC V2H 1B7 CAKelowna, BC V1Z 2S9 CAMultiple Locations, BC CA (Primary)Nanaimo, BC V9T 6L8 CANelson, BC V1L 6K1 CAPrince George, BC V2N4P7 CASmithers, BC V0J 2N0 CASurrey, BC V4P 1M5 CAVancouver, BC V6B 0N8 CAVictoria, BC V9B 6X2 CAWilliams Lake, BC V2G 5M1 CASalary Range $86,200.00 - $122,100.01 annually Close Date 4/11/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Ministry of Finance Ministry Branch / Division Ministry of Finance Job Summary Bring your policy and legislation expertise to this leadership role.The Policy & Legislation Division provides policy analysis and advice to the Minister of Finance, Cabinet, the Deputy Minister of Finance, and other senior government officials. The Division is responsible for tax policy, intergovernmental fiscal relations, providing strategic oversight of BC Assessment, administering the annual Property Assessment Review Panel process, financial and corporate sector policy and data analytics, and directs the implementation of related government decisions through development and preparation of legislation.The Financial and Corporate Sector Policy Branch provides advice to the Minister of Finance on policy and legislation respecting financial institutions, securities law, pension standards, real estate regulation and corporate governance frameworks. The overall objective of the Financial and Corporate Sector Policy Branch is a fair, effective and efficient legal framework for the financial, real estate and corporate and commercial sectors, which facilitates economic activity and protects the public interest.The Strategic Policy Advisor provides analytical leadership within the branch by coordinating policy reviews and other projects and by providing general guidance and direction to less experienced analysts. The Strategic Policy Advisor is responsible to the Director or Executive Director for the overall success of a review or project including the quality of the analysis, practicality of the recommendations and completion within specified time periods.Job Requirements: University degree in law, economics, public administration, business or a related field; OR an equivalent combination of education, training and experience may be considered. Minimum two (2) years' related experience conducting independent research, analysis, and advice on complex issues, including evaluation of options and recommendations. Preference may be given to candidates with the following experience: Experience managing legislativeprojects and implementing policy decisions. Experience conducting research on issues affecting the financial services or corporate and commercial sectors. Experience preparing briefing materials and briefing senior officials. Experience consulting and corresponding with senior officials, both in and out of government. Experience in consulting and corresponding with industry representatives and the general public, including explanation of technical details on complex issues. Graduate degree in law, economics, public administration, business or a related field. More than two (2) years' experience conducting independent research, analysis, and advice on complex issues, including evaluation of options and recommendations. For questions regarding this position, please contact [email protected] .About this Position: Remote work is allowed, this position can work up to full time from their home in British Columbia subject to an approved telework agreement. The locations listed above are to assist applicants in searching for this opportunity and are not a complete list of locations. An eligibility list may be established to fill future temporary and permanent vacancies. Employees of the BC Public Service must be located in BC at the time of employment. This position is excluded from union membership.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, amazing learning opportunities and a chance to engage in rewarding work with exciting career development opportunities. For more information, please see What We Offer .How to Apply: Your application must clearly demonstrate how you meet the job requirements listed above.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - 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.Questionnaire: YES - You will need to complete a basic questionnaire to demonstrate how you meet the job requirements.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.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 Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Leadership and Management

Job SummaryJob DescriptionWhat is the opportunity? RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSPs, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value Group Advantage member clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. You grow and deepen client relationships by leading Group Advantage onboarding discussions and advice events and through discovering client needs and providing value added advice and solutions. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their childs education or recommending how to borrow for their Someday, your expertise will contribute to creating meaningful and memorable client experiences.This is a contract, work from home position but may involve some travel to cover Saskatchewan. The successful applicant must be mobile to work at all branches in Saskatchewan as required.What will you do?Communicate with clients to learn about their needs and help them achieve their goalsProvide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needsParticipate in RBC at Work Group Advantage events and member onboardingCollaborate with market-leading professionals in Group Advantage, financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert adviceLeverage technology to deliver on client experience and enable performance and retentionProactively take ownership of resolving and preventing clients banking problemsImplement contact and relationship building strategies, and support new client acquisition in local communityEducate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online bankingWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Certificate in Financial Services Advice, offered through the CSI (e.g., Personal Financial Service Advice and Financial Planning I)2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of the clientDemonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partnersAgile and adaptable to work in multiple environments, with strong presentation skills and comfort presenting in a group environmentDigital savviness across multiple platforms and devices (i.e. Sales platform, e-signature, mobile technologies. Comfortable navigating with and for clientsNice-to-haveFluency in a second languageActive in the local community, developing a solid network in the local communityFamiliarity with Group Advantage value propositionWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Competitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityJob SkillsClient Centricity, Communication, Critical Thinking, CuriosityAdditional Job DetailsAddress:3118 CLARENCE AVE S:SASKATOONCity:SASKATOONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:Contract (Fixed Term)Pay Type:SalariedPosted Date:2024-04-02Application Deadline:2024-05-03Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Senior Insurance AdvisorSalt Spring (McPhillips Ave), BC, 124 McPhillips Avenue, Salt Spring Island, British Columbia, Canada Req #2853Tuesday, April 2, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in our Salt Spring Island, BC location . Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.Expected Compensation: The expected hourly hiring range for this role is $20.52 to $25.65 , with a 37.5 hour work week. Your rate of pay will be determined based on your individual qualifications and experience, while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers . Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences. Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!) BONUS! 6 months+ of industry experience, Once here, you'll: Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Salt Spring (McPhillips Ave), BC, 124 McPhillips Avenue, Salt Spring Island, British Columbia, Canada

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe Opportunity As an Advisor Support Manager, you will be part of the US Retirement segment of Manulife/John Hancock. You will manage and lead a front facing team whose primary focus is to provide service and support for the financial advisor/ RIA community and Third Party Administrator support for Retirement Plan Services Operations.ResponsibilitiesDevelop, coach and mentor staff to provide quality service experience for internal and external customers.Work alongside Advisor Support management offshore to ensure high productivity and accuracy on all financial transactions to meet established SLAs.Review of key work processes to close gaps and drive efficiency.Manage performance review process and deliver ongoing feedback to staff, ensuring consistency and equability.Ensure delivery of excellent service through effective call queue management and timely transaction processing.Timely and effective resolution to escalated client and field issues.Ensure Operational risk is being managed through quality assurance and compliance with key control business processes.Collaborate with peers to tie teams together into cohesive department. Share information and contribute to the ongoing improvement of standards, policies and procedures leading to the continuous improvement in service quality.Look for and promote opportunities to work collaboratively with internal service and field teams to coordinate/improve service delivery such as delivering education and training to internal groups to improve workflows.Support expense initiatives through effective management of staff resourcing, productivity and other expense control mechanisms.Identify client needs, issues and perceptions and communicate them within department/division.Involvement and support as subject matter expert in departmental and divisional projects.Support team and Operations organization as a change leader.What motivates you?You obsess about customers, listen, engage, and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking forUniversity/college education with relevant supervisory experience or equivalent industry with an Operations focus.Demonstrated leadership and managerial excellence including hiring, performance management, employee development and change leadership.Knowledge of U.S. pension and investment business, products and services.Completion of departmental educational courses as required including 401K certification is an asset.Process Improvement focused.Operations management experience. Excellent communication (both oral and written) and presentation skills.Strong interpersonal skills with the ability to influence across multiple levels and effectively interface with sensitive client situations.Team player with the ability to influence, negotiate, & develop “win-win” solutions.Skilled problem-solver and decision-maker.Ability to make complex decisions independently.Excellent time management and organizational skills.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first culture: We lead with our Values every day and bring them to life together.Boundless opportunity: We create opportunities to learn and grow at every stage of your career.Continuous innovation: We invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity, and Inclusion: We foster an inclusive workplace where everyone thrives.Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$84,375.00 CAD - $151,875.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Senior Insurance AdvisorSalt Spring (McPhillips Ave), BC, 124 McPhillips Avenue, Salt Spring Island, British Columbia, Canada Req #2853Wednesday, April 10, 2024We're searching for a Senior Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in our Salt Spring Island, BC office.Expected Compensation: The expected hourly hiring range for this role is $25.60 to $32.00 , with a 37.5 hour work week. Your rate of pay will be determined based on your individual qualifications and experience, while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers . Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of clients, communities, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Senior Insurance Advisor , you promote and educate clients on insurance products, take ownership of client relationships and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!) BONUS! 6 months + of industry experience BONUS! Insurance broker level 2 license Once here, you'll: Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Deliver superior customer service that promotes client retention Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles Share your expertise and knowledge as you coach and mentor junior team members Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Salt Spring (McPhillips Ave), BC, 124 McPhillips Avenue, Salt Spring Island, British Columbia, Canada