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Associate Financial Planner
Coast Capital Savings, Victoria, BC
Location: Shelbourne Branch Job Type: Full Time myWork Options: In-person Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The purpose of the Associate Financial Planner (AFP) is to provide an opportunity for employees to develop their skills, support training, and education to become a Financial Planner. This role is accountable to assist and support the Financial Planners (FP) in managing existing lower tier portfolio, developing new business, and maximizing productivity by providing both Sales and Administrative support. In partnership with the Financial Planner this position will work to expand relationships, and over time source and obtain business, while supporting the fulfillment of the partnering Financial Planners day to day activities. This role focuses on maximizing business opportunities by delivering a positive and unexpected member experience through strong relationships. The Associate Financial Planner may also work outside regular business hours to network in the community to build business opportunities. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required. This role will provide hands-on training and opportunity to build your depth in financial planning while working in a professional, dynamic work environment managing lower tier members off the FP book. PFP and CFP are a requirement. What you'll get to do Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.. Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP. In partnership with FP, effectively execute marketing and business development activities Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc. Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP Service the financial needs of members during times when the FP is not available including executing trades as outlined by FP and/or existing planning documentation In collaboration with the FP and Branch leadership may work on special projects, as required inlcuding providing support and sponsor local and organizational initiatives, assisting with technology service / maintenance of systems. Understand and support Coast's vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives. Is knowledgeable on and in partnership with the FP ensures adherence to all operational, risk and compliance processes as required. Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes. As directed by the FP, process transactions to direct assets into suitable financial products based on the client's risk/reward tolerances and demographic profile and documented planning/next steps Proactively identify business opportunities for member appointments and in partnership with FP refer to internal partners based on member need Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times. Resolve customer issues, concerns and/or problems promptly as required. Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Proactively build pipeline opportunities for FP to optimize during member meetings. Responsible for effectively administering and supporting a portfolio generating $500k or more in revenue and holding $60 million or more in investment assets. Accountable for mutual fund sales for smaller balance accounts as required. Demonstrate capability to effectively complete a Personal Guide and Investment Guide. Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable. Taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail). Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members. Builds relationship to ensure contribution to the team as well as able to work independently if required. Who are we looking for Minimum 4 - 6 Years of Job-Related Experience Incumbent must have direct experience in an investments capacity working with portfolios and regulatory requirements for a minimum of 3 years. Required to hold an IFIC and/or QAFP License; PFP and/or CFP required for all aspiring into Financial Planner role. Those aspiring to be Financial Planners must have had exposure to credit and attended the CCS credit cohort as well. Proficient in using E-mail, Word, Excel (& PowerPoint), and possess the aptitude for learning new technology, systems. Secondary language (i.e. Cantonese/Mandarin/Farsi/Punjabi or Korean etc...) would be considered an asset but is not essential. Should have working knowledge of various quotation equipment and computer software including word processing, spreadsheet and industry specific software. Must have a solid understanding of investment portfolios, regulatory suitability, and current knowledge of daily market activities. While not the lead advisor should demonstrate good judgment when assisting members in the absence of the Financial Planner. Business Acumen: understands how business works, including current and future strategies, practices, trends, economics, and technology; understands the competitive environment and how strategies and tactics work in the marketplace Collaboration: demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others Communication: demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills. Decision Making: makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions Developing Self: Is self-aware and has an accurate understanding of strengths and weaknesses; committed to and actively works on continuous self-improvement; establishes focused "SMART" development goals and activities leveraging input from manager Drive for Results: Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others Initiative: Works effectively with limited supervision and within established authorities; is proactive in identifying and pursuing tasks with energy, drive, and a need to "finish"; knows when and what to refer for guidance and/or approval Member/Client Focus: dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Associate Wealth Advisor & Financial Planner
RBC, Vancouver, BC
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.
Customer Service Reprensentative
BMO Financial Group, Magog, QC
Application Deadline: 05/12/2024 Address: 498 rue Principale ouest Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU). Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customers experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: No prior experience necessary; post-secondary degree or certification in related field of study is desirable. High-level knowledge of personal, commercial and partner offers, and how each can best serve customers individual needs. Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications. Highly skilled at helping people who dont find digital applications intuitive to gain confidence in how to use them and to understand their benefits. Projects a professional presence. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. A focus on delivering a personal experience to customers. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $33,850.00 - $44,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Associate Manager, Audit Services
Manulife Financial Corporation, Toronto, ON
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 Associate Manager is accountable for delivering high-quality audit work of all types (key risk audits, defined procedures, project risk reviews, financial control testing and other special projects), delivery high quality, professional, cost-effective and valuable results. The mandate of Audit Services is to provide independent and objective assurance and consulting activities to add value and improve the operations of the Company. Audit Services assists the Company in achieving its Strategic Objectives through a well-adapted approach to evaluate the efficiency of the Company’s governance, risk management and internal control processes.Responsibilities:Execute audit and advisory assignments and special projects in accordance with department and IIA standards.Develop adequate understanding of the risks being handled by the unit being audited to evaluate the controls in place to mitigate these risks.Assist in audit planning, executing engagements to deliver on the audit plan and assist audit leads in reporting.Prepare meaningful, concise, and well-articulated audit working papers, findings and recommendations.Manage and communicate expectations regarding work deadlines and deliverables.Follow up on open issues with management, maintain open communication and leading the remediation testing of issues.Apply analytical skills and be open minded to explore different ways to audit, embrace and utilize data analytics to enhance audit coverage.Lead various SOX processes, assist in SOX/MAR Planning, and provide oversight during walkthrough and testing phases.Develop and maintain strong relationship with management.Qualifications:3 to 5 years of internal audit, risk management, operations or equivalent business or advisory/consulting experience.University degree is required. A recognized accounting (CPA, CA) or auditing (CIA, CISA) designation is preferable, but not essential for candidates with good insurance industry experience.Life insurance experience, understanding of life and health insurance operations and products is preferred.Knowledge of audit methodologies, control frameworks and risk management practices, and SOX requirementsKnowledge of the data analysis tools is preferred.Strong written and oral communication skills, ability to effectively communicate ideas and recommendations, and to listen and consider ideas of others.Ability to work efficiently in diverse environments and cultures.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 you:Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.#LI-hybridAbout 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$70,350.00 CAD - $117,250.00 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.
Associate Wealth Advisor and Financial Planner
RBC, Vancouver, BC
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.
Associate Manager, Audit and Advisory Services
Manulife Financial Corporation, Toronto, ON
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 primary focus of this position is to work on internal audits within the North America General Account Group and the Wealth and Asset Management Segment of Manulife Financial. The General Account Group manages investment portfolios related to the insurance business, and the Wealth and Asset Management segment manages third party assets (i.e. mutual funds, institutional client funds, separately managed accounts). Audits of these businesses cover a wide range of asset classes in both the public and private markets, including equity, fixed income, derivatives, commercial mortgages, timber and agriculture. The audits include portfolio management & trading (front office), investment operations, compliance and risk management.The Associate Manager is accountable for completing assigned audit work of all types and the delivery of high quality, professional, cost-effective, value-added and risk-based audit services. The Associate Manager works under the direction of the Audit Managers and the Director. The Associate Manager will be assigned responsibility to complete specific components of the audit project. Responsibilities:Complete audit and advisory assignments in accordance with department methodology and Institute of Internal Audit (IIA) standards.Manages assignments within time budgets and target dates, reporting any timing problems or budget over-runs to the Audit Manager.Communicates/conducts interviews with management regarding the risks being managed by business unit; and assists in developing control objectives, “what could go wrong” statements and audit programs to evaluate these risks.Documents controls to mitigate risks, writes and executes audit procedures to test the design and operating effectiveness of these controls.Assists in presenting audit findings and recommendations to business unit management; resolve issues and reach agreement on appropriate solutions to mitigate the risk/impact.Assists in preparing audit reports, including executive summary and rating of adequacy of control environments, making practical and value-added recommendations to improve controls and the efficiency & effectiveness of operations; audits reports are to be clear, concise and well-organized, and issued within departmental service standards.Follows up on open audit issues until resolved, as assigned.Provides on the job training and feedback to staff auditors assisting on assignments and contributing to their development.Assist business unit management by providing risk management consulting support, education and training.Complete assigned work required to support External Auditors.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 for:Experience and good knowledge of investments and asset management business risks and processes is required.Knowledge of investment areas such as credit risk, hedge accounting, complex derivative instruments, private equity investments and/or investment valuations would be desirable.University degree is required.A recognized public accounting (CPA), internal auditing (CIA, CFSA), or investment management (CFA) designation is desirable.3 plus years of financial services experience within internal/external audit, risk, compliance or equivalent financial services business experience.Demonstrated understanding of business processes and their risk implications, analyze situations, reach appropriate conclusions, and make value-added and practical recommendations.Demonstrated knowledge of audit methodologies, project management and system development methodologies, control frameworks and risk management practices, and regulatory requirements.Ability to effectively communicate ideas and recommendations orally and in writing, and to listen and consider ideas of others.Customer focus and commitment to quality.Results oriented; ability to balance multiple priorities and projects.Ability to deal effectively with staff and audit management.Good data analytical skills and understanding of Power BI is an asset.Leadership skills in achieving departmental, project and individual objectives.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 you:Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.#LI-hybridAbout 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$70,350.00 CAD - $117,250.00 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.
Insurance Advisor - TDI GI
TD, Markham, ON
Hours 35 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview "Welcome to TD, how can I help?" Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than 25 million clients. TD Insurance colleagues are part of the greater TD family with a focus on helping protect our clients through the "accidents of life". Whether it be credit protection, life, health, travel, or auto insurance, we are here to help over three million Insurance clients across the country. Every day is an opportunity to learn, grow, and help our clients feel confident that we'll be there for them anytime they need us... Whether it's to proactively protect, or support during an unexpected moment in life - we are there for them!Job Details As a TD Insurance Advisor, you will provide solutions and counsel to new and existing TD Insurance clients. You will be goal oriented and strive to deliver business results. You will bring a passion for helping clients meet their needs with the right home and auto insurance coverage, all while always remaining purpose driven and devoted to delivering consistent, predictable and Legendary Experiences, every time. You are the voice of TD and your role is to: Think Like a Customer by asking questions and actively listening so you can effectively offer product solutions to our clients on every call, delivering legendary experiences and trusted advice. Act Like an Owner by contributing to an engaged culture that is committed to delivering business results and contributing to our communities. Execute with Speed and Impact by coming into work at your scheduled time, identifying and meeting your clients' needs, and protecting the Bank from risk. Innovate with Purpose by finding ways to simplify the way we work; solving problems effectively the first time. Develop Yourself and Colleagues by embracing diversity and respecting your colleagues; sharing best practices and supporting one another to achieve personal career goals with TD.As part of our Contact Center team, you will: Feel confident about yourself and your future by joining a team of skilled Agents that are committed to supporting your journey. We will invest in your career, setting you up for success with Insurance Licensing preparation, product and service training and dedicated coaching to ensure you are supported every step of the way. Thrive in an environment where diversity and inclusion are part of our core values; where you can bring your whole self to work and feel included and respected. Build your skills and gain new perspectives to succeed today and tomorrow in a rapidly changing world, with ongoing development and career path opportunities across TD to help you achieve your goals and build an exciting career. Have endless opportunities to take your career to new heights within the TD Family. When you join TD Insurance, it is only the beginning of your financial industry career. Enjoy a competitive salary, pay for performance incentives, reward & recognition programs, that show you how much we appreciate your commitment and contributions to our success. Receive a comprehensive benefits package that goes beyond just your health to help you achieve financial, mental, and physical well-being, which includes: • Competitive healthcare benefits that allow you to choose the coverage right for you• Employee Family Assistance Program to help you in unexpected moments in life• Employee Banking Benefits on mortgage financing, personal loans, credit cards, as well as preferred group rates on home and auto insurance• A variety of discounted events, attractions, hotels, technology, wellness, home services, apparel and much more, offered through our partners.• Discounted gym memberships• Staying connected with discounted wireless plans through Rogers, TELUS, and Bell• Saving on vehicles, childcare and even leisure travel with TD negotiated employee pricing and incentivesJob Requirements • Undergraduate Degree and/or • 2+ years relevant experience and/or • Home Province Insurance Licensing Completion an assetAdditional Information Work from Home Eligibility & Requirements You will begin your employment with us working from home, if you meet the criteria of the work from home program. The criteria for participation in this program includes, but is not limited to, a private quiet workspace and high-speed internet bandwidth. As the world recovers from the pandemic and we begin to return to office, these requirements may be subject to change based on the terms of the work from home program. Be confident you'll become the very best you can because we are committed to your ongoing development and growth. You can unlock your full potential and achieve your career goals while building your skills and gaining new perspectives. Your Commitment to training will include: • 2 Weeks of Licensing Preparation (4 weeks for Quebec) • Home Province Exam Licensing Pass (+5 Days Quebec Law) • 3 Month Inclusive Service Training & Practicum Program • Training is scheduled at 35 hours per week with full time attendance required. Scheduling Commitment to be determined upon successful licensing and completion of service training with proven proficiency in core capabilities. Are you ready to choose TD and be part of an exceptional team of individuals who are committed to making a difference in people's lives, at work, and in the communities, we live in? We want you! Click here to apply...Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Insurance Advisor - TDI GI
TD, Saint John, NB
Hours 35 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview "Welcome to TD, how can I help?" Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than 25 million clients. TD Insurance colleagues are part of the greater TD family with a focus on helping protect our clients through the "accidents of life". Whether it be credit protection, life, health, travel, or auto insurance, we are here to help over three million Insurance clients across the country. Every day is an opportunity to learn, grow, and help our clients feel confident that we'll be there for them anytime they need us... Whether it's to proactively protect, or support during an unexpected moment in life - we are there for them!Job Details As a TD Insurance Advisor, you will provide solutions and counsel to new and existing TD Insurance clients. You will be goal oriented and strive to deliver business results. You will bring a passion for helping clients meet their needs with the right home and auto insurance coverage, all while always remaining purpose driven and devoted to delivering consistent, predictable and Legendary Experiences, every time. You are the voice of TD and your role is to: Think Like a Customer by asking questions and actively listening so you can effectively offer product solutions to our clients on every call, delivering legendary experiences and trusted advice. Act Like an Owner by contributing to an engaged culture that is committed to delivering business results and contributing to our communities. Execute with Speed and Impact by coming into work at your scheduled time, identifying and meeting your clients' needs, and protecting the Bank from risk. Innovate with Purpose by finding ways to simplify the way we work; solving problems effectively the first time. Develop Yourself and Colleagues by embracing diversity and respecting your colleagues; sharing best practices and supporting one another to achieve personal career goals with TD.As part of our Contact Center team, you will: Feel confident about yourself and your future by joining a team of skilled Agents that are committed to supporting your journey. We will invest in your career, setting you up for success with Insurance Licensing preparation, product and service training and dedicated coaching to ensure you are supported every step of the way. Thrive in an environment where diversity and inclusion are part of our core values; where you can bring your whole self to work and feel included and respected. Build your skills and gain new perspectives to succeed today and tomorrow in a rapidly changing world, with ongoing development and career path opportunities across TD to help you achieve your goals and build an exciting career. Have endless opportunities to take your career to new heights within the TD Family. When you join TD Insurance, it is only the beginning of your financial industry career. Enjoy a competitive salary, pay for performance incentives, reward & recognition programs, that show you how much we appreciate your commitment and contributions to our success. Receive a comprehensive benefits package that goes beyond just your health to help you achieve financial, mental, and physical well-being, which includes: • Competitive healthcare benefits that allow you to choose the coverage right for you• Employee Family Assistance Program to help you in unexpected moments in life• Employee Banking Benefits on mortgage financing, personal loans, credit cards, as well as preferred group rates on home and auto insurance• A variety of discounted events, attractions, hotels, technology, wellness, home services, apparel and much more, offered through our partners.• Discounted gym memberships• Staying connected with discounted wireless plans through Rogers, TELUS, and Bell• Saving on vehicles, childcare and even leisure travel with TD negotiated employee pricing and incentivesJob Requirements • Undergraduate Degree and/or • 2+ years relevant experience and/or • Home Province Insurance Licensing Completion an assetAdditional Information Work from Home Eligibility & Requirements You will begin your employment with us working from home, if you meet the criteria of the work from home program. The criteria for participation in this program includes, but is not limited to, a private quiet workspace and high-speed internet bandwidth. As the world recovers from the pandemic and we begin to return to office, these requirements may be subject to change based on the terms of the work from home program. Be confident you'll become the very best you can because we are committed to your ongoing development and growth. You can unlock your full potential and achieve your career goals while building your skills and gaining new perspectives. Your Commitment to training will include: • 2 Weeks of Licensing Preparation (4 weeks for Quebec) • Home Province Exam Licensing Pass (+5 Days Quebec Law) • 3 Month Inclusive Service Training & Practicum Program • Training is scheduled at 35 hours per week with full time attendance required. Scheduling Commitment to be determined upon successful licensing and completion of service training with proven proficiency in core capabilities. Are you ready to choose TD and be part of an exceptional team of individuals who are committed to making a difference in people's lives, at work, and in the communities, we live in? We want you! Click here to apply...Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Customer Service Associate, Lumber and Building Supplies (Peak)
RONA+, Kingston, ON
Customer Service Associate, Lumber and Building Supplies (Peak) Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc. Opportunities for advancement within the company An employer that’s involved in the community Teamwork and ongoing training A comprehensive training program for all new hires A student incentive program And much more! At RONA, over 22,000 employees let their passion blossom every day. Our teams from the RONA+, RONA, Réno-Dépôt, and Dick’s Lumber banners across Canada are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve.You’ve got the talent? We’ve got the tools! Here, your work and ideas will contribute to building a flourishing organization. Your voice will always be heard and valued. You’ll find career opportunities that live up to your ambitions and be able to further develop your unique set of skills. So if you’re looking to do what you love, we could be a perfect match.Our expectations:The primary function of the Customer Service Associate (CSA) / Loader is to assist customers with all of their shopping needs. The CSA/Loader is responsible for providing excellent customer service by responding to customer inquiries and helping customers with locating, selecting, carrying, and loading merchandise along with responding to requests for assistance throughout the store. This includes supporting checkout functions and other customer services as needed. This position requires morning, afternoon, and evening availability any day of the week.Your role: Prepare quick-load items, replenish shelves, and use Power Equipment as needed Maintain a safe and secure work environment by conducting daily safety reviews, noting hazards, keeping store areas clean and organized, and monitoring for potential theft or security risks Complete all other duties as assigned The qualifications we are looking for: At least 6 months of experience using a computer (including inputting, accessing, modifying, or outputting information) At least 6 months of experience using a handheld device (e.g., mobile phone, LRT gun, PalmPilot, tablet, iPod) to enter, access, and output information At least 6 months of retail experience as a loader at other home improvement or hardware retailers At least 6 months of experience working in any department at a RONA retail store At least 6 months of retail merchandising experience, including performing Zone Recovery, stocking, downstocking, facing/fronting product, pricing, maintaining signage, and housekeeping At least 6 months of experience in any industry inspecting, carrying, loading, and unloading product or material in or out of vehicles Ability to lift 26-50 pounds without assistance many times a day, as well as 51-75 pounds without assistance daily and 76-100 pounds with assistance daily Ability to perform under difficult work conditions such as in extreme cold, heat, inclement weather, heights, or while being exposed to constant/intermittent sounds (if applicable) RONA is committed to encouraging diversity and inclusion. We are pleased to consider applications from all qualified candidates, regardless of race, colour, religion, sexual orientation, gender, nationality, age, disability, or any other protected status. Apply Now
Customer Service (Remote)
Daifuku Co, Edmonton, AB
Daifuku Automotive America Corporation is a leader in Design, Manufacturing, Installation and Support of automotive automation/material handling systems in North America. The company is currently seeking an experienced Customer Service Representative.Responsibilities:The Customer Service Representative works within the customer support team to provide support our Product Sales department. This position will also provide service to external customers including, but not limited to, supplying information on product replacement/aftermarket parts and new system materials, price and availability.Other responsibilities:Receive customer requests and information via phone, fax and email.Price sales inquiries using published list/discount multipliers or through estimating programs.Analyze requests and identify components from information provided.Accept and process orders.Follow-up on quote and order status.Determine delivery dates/payment terms for customers by interacting with other departments.Resolve customer problems.Support outside sales staff.Provide other technical and general administrative support as requiredQualifications:English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.Knowledge of company products and services.Familiarity with SAP and Salesforce (preferred).Ability to read a blueprint (preferred).Demonstrated ability to prepare and analyze reporting.Time Management — Managing one's own time and the time of others.Service Orientation — Actively looking for ways to help people.Coordination — Adjusting actions in relation to others' actions.Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.Education and ExperienceHigh school diploma or equivalent. Associate’s degree preferred.Proficiency with Microsoft Office applications (Word, Excel, Outlook, PowerPoint).2-3 years of customer service experience in the engineering or manufacturing industry (preferred).Daifuku offers an excellent compensation package including great benefits such as excellent medical, vision, and dental insurance, paid vacation time, paid sick time, and paid holidays, Flexible Spending Programs, and more.
French Bilingual Insurance Customer Support - Remote
Arise Virtual Solutions (Canada) inc., Montreal, QC
Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**
French Bilingual Insurance Customer Support - Remote
Arise Virtual Solutions (Canada) inc., Fredericton, NB
Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**
French Bilingual Insurance Customer Support - Remote
Arise Virtual Solutions (Canada) inc., Fredericton Junction, NB
Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**
French Bilingual Insurance Customer Support - Remote
Arise Virtual Solutions (Canada) inc., Saint John, NB
Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**
French Bilingual Insurance Customer Support - Remote
Arise Virtual Solutions (Canada) inc., Sudbury, ON
Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**
French Bilingual Insurance Customer Support - Remote
Arise Virtual Solutions (Canada) inc., Sydney, NS
Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**
French Bilingual Insurance Customer Support - Remote
Arise Virtual Solutions (Canada) inc., Hamilton, ON
Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**
French Bilingual Insurance Customer Support - Remote
Arise Virtual Solutions (Canada) inc., Toronto, ON
Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**
French Bilingual Insurance Customer Support - Remote
Arise Virtual Solutions (Canada) inc., Sherbrooke, QC
Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**
French Bilingual Insurance Customer Support - Remote
Arise Virtual Solutions (Canada) inc., St. Albert, AB
Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**