Overview of salaries statistics of the profession "Investment Advisor Representative in Canada"

PURPOSE OF JOB This Technical Customer Support position is a frontline Call Centre/Chat role that will assist in facilitating solutions of all services and troubleshooting technology, computer hardware, peripheral and software related issues to both external customers as well as store associates. For technical calls, this role requires applying a systematic review, accurate diagnosis and problem solving of hardware and software related issues. Recommends tech service paths to customers based on information to provide the customer with the most convenient service. The Services Advisor Representative will utilize information on file or through previous experience to respond to technical inquiries from Customers. They will make recommendations and facilitate accepted solutions through correct service paths to customers to resolve their services request and/or repair their device including Remote, in store or on-site IT Solutions. They will be responsible for selling and sharing the value of services including services subscriptions. The objective of this position is to provide the highest level of customer service and enhance the product ownership experience through the resolution of service and technical related issues. PRIMARY DUTIES AND RESPONSIBILITIES • Receives inbound calls/chats from customers for information on services, tech services and/or advanced troubleshooting of technical products using defined problem-solving methodology • Actively engage in service solutions sales. Facilitate appropriate solutions to ensure customer loyalty. Check for existing cases and construct individual case reference files and updates case management data base / logs, documents new case or updates case information • For remote IT pathway can explain benefits of offers to customers • Charge customers remotely (via link) for services • Checks for subscription validation in customer files in ETS • Assists customers in connecting to remote platform • Assists in managing remote que and handing off tickets to available technicians • Schedule customers in booking tool for tech repair services • Document product concerns; track and forward to Team Manager • Filter problem using listening and probing skills to determine root cause. • Provide information, data and direction to the path options as required. • Research for relevant product / repair information. • Perform follow ups on existing cases and close cases as appropriate. • Diagnoses end user problems using systematic listening and probing approach • Consults internal tools, computerized data base, manuals, circulars or internal resources for information on resolution procedures • Provides information and direction as required for simple problem resolution • Initiates dispatch procedure for hardware pickup / shipment as appropriate for limited product line • Review updates regularly to remain current with product offerings • Is required to remain current on new developments and changes through ongoing circular, e-mail, manual review; attends training updates as required by industry certifications or company requirement PHYSICAL DEMANDS / WORKING CONDITIONS • Ability to cover business needs to support program (confirm hours; eventually 24/7) RECOMMENDED QUALIFICATIONS Knowledge / Skill Requirements: • Excellent communication (oral and written), interpersonal, organizational, and presentation skills. • Professional and courteous manner. • Ability to work independently and within a Team environment from home and office with minimal supervision. • Ability to multi-task and work in a very fast paced environment. • Extraordinary customer service orientation • Must be adaptable to change • Proven incident and problem solving (troubleshooting) skills with an emphasis on a timely resolution • Ability to coordinate and communicate effectively with other business partners to maintain exceptional high service levels in a demanding environment • Maintains constructive working relationships despite differing perspectives • Ability to negotiate skillfully in difficult situations with both internal and external groups • Thinks critically and anticipates, recognizes, identifies and develops solutions to problems in a timely manner • Ability to take initiative with strong learning skills and easily adapts to new or different changing situations, requirements or priorities • Computer literate with Windows, MAC, iOS, Android based Operating Systems experience. • Technical understanding of Internet, search engine, and networking required. • Familiar with AS400 environment • Proficient using MS Office, excel, word, PowerPoint, etc. • Strong working knowledge of computer hardware and software issues • Bi-Lingual English/French. • Familiarity with remote diagnostic software and ability to use it effectively for the purposes of fulfilling job requirements. Experience: • 1 year of help desk or 1 year technical troubleshooting plus a minimum of 2 years customer service experience preferred. Education: • Post secondary education in a related field preferred • A+ certification preferred Staples is committed to providing accommodation to people with disabilities throughout the job application and interview process to the point of undue hardship. If you require an accommodation during the application or interview process, please contact a Customer Care Representative at 1-866-782-7537 #bringyourpassion

The Opportunity Accountable/responsible for growing industry revenues within Top industry account portfolios and drive the acquisition of large new accounts ($60K - $500K) Lead the sales strategy and plan, including customer target accounts, prospecting, sales lead follow-up and maintaining a strong relationship with existing customers Retain and grow business relationships with Top accounts by proactively identifying opportunities and presenting innovative solutions The Role Source and prospect new clients continually; conduct sales calls, including cold calls and lead and referral follow up to present product solutions and increase sales in assigned territory. identify and build relationships with decision makers within existing accounts, creating an on-going relationship strategy, cultivating partnering relationships, and establishing Wajax as a trusted advisor. Review and provide input on target client opportunities while ensuring alignment with overall account strategy Forecast, deliver, and adjust accounts to ensure success against contract terms. Coordinate with product experts to identify and capitalize on expansion and cross-selling opportunities within existing accounts. Conduct follow up with customers on orders, quotes and service requested; undertake activities to ensure the sale, such as sourcing of competitor information and analysis of competitor product offerings, application, and pricing to overcome client objections. Develop proposals and quotes based upon client needs, specifications, and product offerings. Full compliance with Impact sales process and installed CRM tools (Salesforce) The Candidate Education: Bachelor's degree / College Diploma Work Experience: Minimum 4 years with proven record of accomplishment in attaining/exceeding account management and sales goals The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.

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

Job Type:Permanent Reference code:125221 Primary Location:Toronto, ON All Available Locations:Toronto, ON; Brossard, QC; Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kanata, ON; Kitchener, ON; Langley, BC; Laval, QC; Moncton, NB; Montreal, QC; Ottawa, ON; Quebec City, QC; Regina, SK; Saint John, NB; Saskatoon, SK; St. John's, NL; Vancouver, BC; Vaughan, ON; Victoria, BC; Windsor, ON; Winnipeg, MB Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Learn from deep subject matter experts through mentoring and on the job coaching. Be encouraged to deepen your technical skills...whatever those may be. Have many careers in one Firm. Partner with clients to solve their most complex problems What will your typical day look like?To face the country's decarbonization challenges, the Government of Canada announced 5 new investment tax credits for Clean Economy ("ITCs"): The Clean Technologies Investment Credit for wind, solar, storage, geothermal, non-road zero emission vehicles and other The Clean Electricity Investment Tax Credit for electricity generation The Clean Hydrogen Investment Tax Credit for hydrogen and ammonia production using electricity or natural gas The Clean Manufacturing Investment Tax Credit for clean technologies manufacturing, including battery manufacturing as well as extraction and processing of critical minerals. and the Carbon Capture, Utilization and Storage Investment tax credit for carbon capture, utilization, and storage. Analyst / Senior Analyst Through interaction with clients and the client service teams, you will be involved with supporting our team with consulting and claim preparation tasks related to the new Clean Economy Investment Tax Credits. As you build skills and knowledge, you will be challenged with more complex and strategic projects. Your role will expand to include supporting key delivery aspects related to pre-claim consultations, claim preparation, audit defense, and building deep client relationships. From time to time, you will also have opportunities to support client services teams in sales and business development activities. All of this will develop you on the path to becoming a trusted business advisor, and to gaining a broader view of business challenges and solutions beyond these ITCs.About the teamGi3: Global Investment and Innovation Incentives.Deloitte's Gi3 team is the leading innovation incentives provider both in Canada and globally. We help companies become more competitive by advising them on financial strategies to drive innovation, scale their business, and to combat climate change. Deloitte's Gi3 supports companies in accessing entitlement incentive programs such as SR&ED, Federal and Provincial merit-based / direct funding programs and the recently announced Clean Economy Investment tax credits.We are growing our team across Canada, and we are seeking professionals with an accounting background to join our Clean Economy Investment Tax Credits Team. To learn more about Deloitte: https://bit.ly/2ieqqxN.Enough about us, let's talk about youYou are someone with: University degree in tax, accounting, finance, law or a bachelor's degree in accounting with a minimum 2 years of specific experience in preparing SR&ED, or other tax credit claims, or in asset classification for depreciation purposes; Ability to understand the business aspects of capital asset projects and related financial costs; Ability to understand, analyze and interpret analyze tax legislation governing incentive programs in order to determine and support eligibility of properties and expenses to the ITCs; Genuine interest in sustainability and decarbonizing the economy with a mindset to serve clients and help them solve problems through access to government funding Ability to communicate verbally and in writing quickly, persuasively, and concisely Ability to work independently within a high-performance team Excellent project management skills; Interested in business and industrial processes; CPA designation is an asset. Total RewardsThe salary range for the Analyst position is $51,000 - $77,000 and $68,000 - $102,000 for the Senior Analyst position, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Financial Analyst, QC, Project Manager, Developer, Equity, Finance, Quality, Technology

Hours 37.5 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 Supporting and helping is at the heart of everything we do at our contact centres, and we're proud of the value that we can deliver 24-hours a day, 7-days a week for more than 27 million TD customers. Alongside caring colleagues and supportive leaders, you'll have opportunities to grow and make a meaningful difference to our customers, our communities and our business. Job Details What You'll DoAs the voice of TD, you'll be passionate about understanding our customers. Whether you're assisting in-bound customers with account inquiries or resolving an issue by recommending a TD product or service, you'll help us offer personalized support to our customers whenever they need it. You'll consistently deliver legendary customer service by making it easy, creating value, and delivering trusted advice to our customers. As a valued member of our Contact Centre Team, you will: •Make people's day: strive to deliver an exceptional customer service experience by offering friendly support through your knowledge of TD products, services and solutions. •Solve problems efficiently: resolve customer inquiries at the first point of contact by asking questions and responding with empathy to their concerns. •Achieve your goals: consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets. •Never stop learning: actively participate in ongoing training and coaching support to help you continue to grow and develop in your role. Job Requirements What You Need to SucceedWe're proud to work with a group of diverse colleagues. If you have relevant experience that isn't mentioned below, tell us about it in your resume or cover letter. •High School Diploma or equivalent • Bilingual: French & English •Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns. (Preference given to those with experience in financial or service industries.) •Ability to multitask and navigate through computer systems, applications, and multiple screens with speed and accuracy while balancing performance to meet a variety of metrics. •Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, headsets, etc.). •Flexibility, resiliency, and a positive attitude when responding to challenging situations. •Ability to work both independently and as part of a team. •Integrity when managing sensitive customer information in alignment with Regulatory and Compliance guidelines related to servicing and sales practices. Additional Information We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague DevelopmentIf you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & OnboardingWe will provide in-person training and onboarding sessions to ensure you've got everything you need to succeed in your new role. Interview ProcessWe'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. #LI-NACO #IN-NACO NOC: 14201 This position requires proficiency in a language other than French to support customers, employees or markets located outside the province of Quebec or who require services in a language other than French. 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 Inclusion At 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. Accommodation Your 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 Communities TD 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!

Data & Business Advisor Job ID 2024-120712 City Vancouver Work Location Corporate Admin-520 W 6th Home Worksite 00 - Excluded - VCHA Labour Agreement Excluded Union 905 - Mgt/Excluded-VCHA (37.5 Hr) Position Type Baseline Job Status Regular Full-Time FTE 1.00 Standard Hours / Week 37.50 Job Category Health Information Management Salary Grade 07 Min Hourly CAD $38.13/Hr. Max Hourly CAD $54.82/Hr. Shift Times 0900-1700 Days Off Saturday, Stats, Sunday Salary The salary range for this position is CAD $38.13/Hr. - CAD $54.82/Hr. Job Summary Come work as a Data & Business Advisor with Vancouver Coastal Health (VCH)! Vancouver Coastal Health is looking for a Data & Business Advisor to join the Regional Quality Improvement Team. Apply today to join our team! Reporting to the Manager, the Data & Business Advisor plays a key role to fulfill the data & analytics needs of the Medical Quality Leadership and Practice (MQLP) team. MQLP team supports medical staff to build their capacity and capability so they can proactively engage with the system to improve clinical practice and health care quality. The incumbent works with medical staff to gather the requirement of their data needs for their quality improvement and practice enhancement effort, extracts & analyzes data from enterprise data warehouse, and liaises with other partners in the organization, such as Data & Analytics, IMITS, and other EMR vendors. The incumbent plays an integral role to support the medical staff in a complex & evolving data infrastructure & ecosystem. The ability to develop methodologies and also pay attention to technical details is expected. The experience of creating insights & compelling stories through data visualization is a must. Being self-motivated to expand skills, being curious to understand system level picture, and being open to trial new solutions is desired. Proficient skills in analytical & BI tools such as MS Excel, MS SQL, Tableau, Power BI, or other equivalent tools. As a Data & Business Advisor with Vancouver Coastal Health you will:Act as a project manager for assigned Decision Support projects by identifying major milestones, associated tasks and timelines, by monitoring progress and managing deliverables. Provide consultative services relating to Decision Support. Perform liaison role with Senior Leadership Team and program/service directors to establish user requirements.Provide leadership and development support for identification of performance indicators across the organization. Provide consultative services relating to quality management principles, concepts, tools and methods. Prepare relevant educational materials and formal presentations.Provide information support and leadership through expert analytical expertise, facilitation and coaching skills. Develop data collection tools and designs and implement databases. Provide expert assistance on the assessment of data validity and reliability. Provide analysis and application of appropriate statistical tests to information.Prepare confidential analytical reports and briefings for the Senior Leadership Team, as required, using information at the provincial and regional level in addition to corporate information sources. Maintain current awareness of provincial and regional uses of quality, utilization and financial information and potential implications of associated methodologies.Support redesign initiatives by performing diagnostic evaluations and by participating in process review and redesign. Identify redundant and non-value added tasks and work with project teams to align staffing requirements with revised processes. Provide project management, evaluation and measurement expertise and consultation services to teams, as required.Implement resource management strategies, such as clinical pathways, across the organization and monitor effectiveness.Provide development expertise in comprehensive, integrated report design and presentation of financial, statistical and clinical information using desktop on-line application processing tools. Require extensive liaison with Senior Leadership Team and other levels of management and access to detailed information of all types (including clinical information, financial information, payroll information, case cost information etc). Design reports with drill-down/roll-up capability at all levels of the organization structure, using information at the encounter level.Develop and maintain a database inventory detailing database elements, definitions, hierarchical design, interfaces, and hardware and software platforms. Liaise with Information Management Information Technology Services to accurately define data extracts from corporate systems and to establish a data transfer timetable to the Decision support Database. Work collaboratively with the Decision Support Team to prototype and test Decision Support applications.Maintain awareness of current information management trends and issues through literature review; conducting industry comparisons; benchmark reviews; seminars and workshops. Communicate with Decision Support Team to prototype and test Decision Support applications.Communicate user requirements to clinical appraisal and coding personnel. Provide education and instruction in use of on-line reports and databases, as developed.Carry out responsibilities in accordance with health and safety requirements. Immediately report unsafe situations by notifying supervisor or other appropriate personnel.Perform other related duties as assigned. Qualifications Education & ExperienceMaster’s degree in Business Administration, Information Systems or equivalent plus three years experience in Information, Utilization Management and Quality Management.Knowledge & AbilitiesAdvanced analytical and problem solving skills.Excellent communication skills.Expertise in the area of Decision Support including concepts, tools, methods and workload measurement.Knowledge of database design and report design at the intermediate to advanced level.Knowledge and skills in the development of dashboards, KPIs and BSC an asset.Knowledge of healthcare databases an asset.Advanced proficiency with desktop analytical tools including MS Office, SQL, SAS or other equivalent tools. Closing Statement The hours of work including days off and work area may be subject to change consistent with operational requirements and the provision of the Collective Agreement and applicable statutes. Successful applicants may be required to complete a Criminal Records Review Check.As per the current Public Health Orders, as of October 5, 2023, all employees working for Vancouver Coastal Health must be fully vaccinated for COVID-19 or have received a single dose of the most-recent, updated COVID-19 vaccine. Proof of vaccination status will be required.WHY JOIN VANCOUVER COASTAL HEALTH?VCH is a world class innovator in medical care, research and teaching, delivering service to more than one million BC residents. At VCH, we embrace thinking boldly, taking smart risks, and 'going first' when we believe it will lead to the best possible outcomes for patients and their families. We invite you to join us in creating healthy lives in healthy communities by showcasing our passion for care, connection to the communities we serve and our culture of teamwork that makes VCH a great place to work.• Comprehensive health benefits package, including MSP, extended health and dental and municipal pension plan• Grow your career with employer-paid training and leadership development opportunities• Wellness supports, including counselling, critical incident and innovative wellness services are available to employees and their immediate families• Award-winning recognition programs to honour staff, medical staff and volunteers• Access to exclusive discount offers and deals for VCH staff Equity, diversity, and inclusion are essential to our goals of creating a great place to work and delivering exceptional care. We acknowledge and accommodate unique differences and ensure special measures are in place so that all prospective and current employees are given an opportunity to succeed.We are committed to building a representative workforce and encourage applications reflecting diversity of sex, sexual orientation, gender identity or expression, racialization or ancestry, disability, political belief, religion, marital or family status, age, and/or status as a First Nation, Metis, Inuit, or Indigenous person.Vancouver Coastal Health is proud to be recognized as one of Canada's Top 100 Employers in 2024.Only short-listed applicants will be contacted for this posting. ***Employees of VCH must apply online via the Internal Career Portal on CareerHub, you are currently viewing the External Career Portal. Refer to the https://my.vch.ca/working-here/job-postings site for instructions on how to view internal job postings and how to apply as an employee. Current VCH employees who apply to this posting using this external site will be considered as an external candidate. Seniority will not apply.***Thank you for your interest in Vancouver Coastal Health. Options Apply NowApplyShareEmail this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Application FAQsSoftware Powered by iCIMSwww.icims.com

Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities Vancouver Main branch is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.What will you do? Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.Effectively respond to client account inquiries and take ownership of follow-ups.Help build and execute business plans, client segmentation exercises, and client service plans.Identify opportunities for asset consolidation and referrals across the existing client baseSupport your advisory team with new client acquisition.Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.Trading and / or portfolio rebalancing support.Conduct ongoing research on markets and investments and provide regular updates to the advisory team.Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.What do you need to succeed?Must-haveApproval as a Registered Representative (RR) with IIROCSuccessful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)University degreeExceptional written and verbal communication skillsStrong skills working with business applications/technology, including Microsoft Office SuiteNice-to-have4 years or more of professional experience within the investment industryMeticulous attention to detail and strong problem solving and analytical skillsHighly developed client service skillsWhats in it for you?We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableThe opportunity to work as part of a dynamic, collaborative, progressive, and high-performing teamChallenging work that will help you grow professionallyOngoing opportunities to build 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 SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional 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:2024-03-04Application 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.

The Opportunity Accountable/responsible for growing industry revenues within Top industry account portfolios and drive the acquisition of new large accounts ($60K - $500K). Lead the sales strategy and plan, including customer target accounts, prospecting, sales lead follow-up and maintaining a strong relationship with existing customers. Retain, grow business relationships with Top accounts by proactively identifying opportunities and presenting innovative solutions, and overcoming obstacles with drive, passion and resilience. The Role Source and prospect new clients continually; conduct sales calls, including cold calls and lead and referral follow up to present product solutions and increase sales in assigned territory. identify and build relationships with decision makers within existing accounts, creating an on-going relationship strategy, cultivating partnering relationships, and establishing Wajax as a trusted advisor. Strong aptitude for driving Key Account growth through engineered services. Review and provide input on target client opportunities while ensuring alignment with overall account strategy Forecast, deliver and adjust accounts to ensure success against contract terms. Coordinate with product experts to identify and capitalize on expansion and cross-selling opportunities within existing accounts. Conduct follow up with customers on orders, quotes and service requested; undertake activities to ensure the sale, such as sourcing of competitor information and analysis of competitor product offerings, application and pricing in order to overcome client objections. Develop proposals and quotes based upon client needs, specifications and product offerings. Full compliance to Impact sales process and installed CRM tools (Salesforce) The Candidate Education: Bachelor Degree / College Diploma, Technical Engineering preferred Work Experience: Minimum 4 years with proven track record in attaining/exceeding account management and sales goals through the promotion of process equipment including mechanical equipment, instrumentation products, and process pumps. Knowledge: Leadership level industry experience and knowledge of broad industry sectors solutions such as mining, pulp and paper, and municipal markets. Proficiency: Microsoft Office, including Outlook, Excel, Word and PowerPoint The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements. Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the teams wealth management strategy for clients is the main focus of this role.What will you do?Support advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnairesPrepare wealth and financial projections using wealth management and financial advice tools to provide a holistic view of client goals, priorities, and opportunitiesCoordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, and follow upLiaise with branch management team for updates on and progress with wealth management initiativesCoordinate meetings and events with clients and prospects: help determine agenda and key topics, prepare documentation, and execute post-meeting workProvide proactive and high-end client service on the phone and in person, respond to client inquiriesIdentify opportunities for new business as well as among existing client base for asset consolidation or referralsWhat do you need to succeed?Must-have5 years of professional experience in the investment industryRegistered Representative (RR) license with IIROC (i.e., CSC, CPH, and WME)Financial planner diploma granted by the Institute of Financial PlanningBilingualism (English and French) required to serve our clients in the community with English-speaking needsAdvanced proficiency in Microsoft 365 appsUniversity degreeMeticulous attention to detail and strong problem solving and analytical skillsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to building close relationships with clientsJob SkillsAdditional Job DetailsAddress:1 PLACE VILLE MARIE:MONTRALCity:MONTRALCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-04Application Deadline:2024-05-05Inclusion 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.

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 DescriptionBilingual Associate Investment Counsellor (AIC), Montreal We are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement. Serving high net worth clients in French and English, the Associate Investment Counsellor AIC will be their primary point of contact for all administrative matters pertaining to their accounts. Bilingual Associate Investment Counsellor AIC, MontrealManulife Private Wealth (“MPW”) delivers exceptional investment counselling services and discretionary portfolio management to high-net-worth clients. At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of evert Canadian’s financial plan and future. We need people with the skills, energy, and drive to help us continue to service our growing client base. With our head office located in Toronto and offices in Montreal, Calgary and Vancouver, Manulife Private Wealth offers an opportunity to work with a team that values new ideas, and fresh approaches and is committed to developing innovative solutions that will shape the future of our business. As an integral member of Manulife Private Wealth Support, the Associate Investment Counsellor (AIC) will work with an experienced Investment Counsellor (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts and charitable foundations. The AIC will be responsible for assisting the IC in implementing the strategy and managing and monitoring the client portfolios on an ongoing basis. Under the supervision and mentorship of the IC, the AIC will actively manage smaller client relationships while nurturing larger client relationships and facilitate the closure of share of wallet opportunities in the investment portfolio to enable growth of the senior IC’s portfolio. The ultimate purpose of this role is for the AIC to support the IC managing and growing AUM and relationships of direct clients to enable growth of their personal client base through lead opportunities. Main responsibilitiesPerform various day-to-day administrative tasks, demonstrating a commitment to exceptional client service and contribution to team goals.Regularly liaise with custodian and with other departments with regards to various client matters, establishing a strong collaborative relationship and sharing useful ideas to enhance client servicing.Complete account opening documentation and efficiently manage the client onboarding process, ensuring a smooth transition and positive first impression for the client.Coordinate the investment counsellor’s meetings with existing or prospective clients and prepare all required presentation material in a timely manner. This includes the creation of financial plans in partnership with IC, focusing on proactive and effective client service support.Construct custom reporting and portfolio strategies for quarterly reviews or as required, demonstrating a positive client-centric and collaborative communication approach.Under the supervision of the investment counsellor, deliver client advice and recommend portfolio strategies including training based on client IPS, contributing to strategy initiatives.Answer various email and telephone queries from clients and prospective clients, as well as their accountants or consultants, including:Instructions for contributions, withdrawals or transfersRequests for statement or portfolio reportsTax related questionsRequest for new account openingsGeneral questions about the firm and our services. All responses should emphasize effective and proactive client service support.Obtain ongoing account documentation from clients and maintain uptodate client files, as per regulatory and compliance requirements.Familiarize yourself with Manulife’s investment approach and stay abreast of the firm’s strategy, ensuring alignment with client service excellence. Experience and QualificationsUniversity degree, preferably in Business or Economics.Chartered Financial Analyst (CFA) designation preferred but will consider candidates who have completed level II of the program.Additional designations such as Certified Financial Planner (CFP) or Trust of Estate Practitioner (TEP) preferred.Minimum of 5 years of professional experience within the investment industry.Minimum of 3 years portfolio management experience, preferably with high-net-worth clients.Superior client relationship management skills.Exceptional written and verbal communication skills (English and French).Ability to communicate with clients about investment, economic, financial and taxation issues.Proficiency with Microsoft Office and ease in learning new IT tools, such as portfolio management systems and client relationship management databases.Ideal candidate qualificationsStrong focus on high-net-worth client service excellence.Excellent organization, multitasking and priority management skills.Resourcefulness, problem-solving skills, and ability to work autonomously.High attention to detail.Team spirit and ability to thrive in a collaborative work.Advanced analytical, problem-solving, and strategic decision-making skills.A desire to learn and grow.Our commitment to YouValues-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. The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationMontreal, QuebecSalary range is expected to be between$81,450.00 CAD - $146,610.00 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.

Job Type:Permanent Reference code:125221 Primary Location:Vancouver, BC All Available Locations:Toronto, ON; Brossard, QC; Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kanata, ON; Kitchener, ON; Langley, BC; Laval, QC; Moncton, NB; Montreal, QC; Ottawa, ON; Quebec City, QC; Regina, SK; Saint John, NB; Saskatoon, SK; St. John's, NL; Vancouver, BC; Vaughan, ON; Victoria, BC; Windsor, ON; Winnipeg, MB Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Learn from deep subject matter experts through mentoring and on the job coaching. Be encouraged to deepen your technical skills...whatever those may be. Have many careers in one Firm. Partner with clients to solve their most complex problems What will your typical day look like?To face the country's decarbonization challenges, the Government of Canada announced 5 new investment tax credits for Clean Economy ("ITCs"): The Clean Technologies Investment Credit for wind, solar, storage, geothermal, non-road zero emission vehicles and other The Clean Electricity Investment Tax Credit for electricity generation The Clean Hydrogen Investment Tax Credit for hydrogen and ammonia production using electricity or natural gas The Clean Manufacturing Investment Tax Credit for clean technologies manufacturing, including battery manufacturing as well as extraction and processing of critical minerals. and the Carbon Capture, Utilization and Storage Investment tax credit for carbon capture, utilization, and storage. Analyst / Senior Analyst Through interaction with clients and the client service teams, you will be involved with supporting our team with consulting and claim preparation tasks related to the new Clean Economy Investment Tax Credits. As you build skills and knowledge, you will be challenged with more complex and strategic projects. Your role will expand to include supporting key delivery aspects related to pre-claim consultations, claim preparation, audit defense, and building deep client relationships. From time to time, you will also have opportunities to support client services teams in sales and business development activities. All of this will develop you on the path to becoming a trusted business advisor, and to gaining a broader view of business challenges and solutions beyond these ITCs.About the teamGi3: Global Investment and Innovation Incentives.Deloitte's Gi3 team is the leading innovation incentives provider both in Canada and globally. We help companies become more competitive by advising them on financial strategies to drive innovation, scale their business, and to combat climate change. Deloitte's Gi3 supports companies in accessing entitlement incentive programs such as SR&ED, Federal and Provincial merit-based / direct funding programs and the recently announced Clean Economy Investment tax credits.We are growing our team across Canada, and we are seeking professionals with an accounting background to join our Clean Economy Investment Tax Credits Team. To learn more about Deloitte: https://bit.ly/2ieqqxN.Enough about us, let's talk about youYou are someone with: University degree in tax, accounting, finance, law or a bachelor's degree in accounting with a minimum 2 years of specific experience in preparing SR&ED, or other tax credit claims, or in asset classification for depreciation purposes; Ability to understand the business aspects of capital asset projects and related financial costs; Ability to understand, analyze and interpret analyze tax legislation governing incentive programs in order to determine and support eligibility of properties and expenses to the ITCs; Genuine interest in sustainability and decarbonizing the economy with a mindset to serve clients and help them solve problems through access to government funding Ability to communicate verbally and in writing quickly, persuasively, and concisely Ability to work independently within a high-performance team Excellent project management skills; Interested in business and industrial processes; CPA designation is an asset. Total RewardsThe salary range for the Analyst position is $51,000 - $77,000 and $68,000 - $102,000 for the Senior Analyst position, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Credit, Tax, QC, Project Manager, Financial Analyst, Finance, Quality, Technology

s JOB SUMMARY Actively solicits the Architect and Design Communities, promoting product offerings and technical options, that aligns with sales strategies and business development channels throughout the Canadian Maritimes, Ontario and Manitoba Provinces. DIRECT AND INDIRECT REPORTS No direct or indirect reports MAJOR RESPONSIBILITIES / ACCOUNTABILITIES Financial and/or Budget: (if applicable) Develops Product Presentation and Geographical footprint of A&D opportunities for approval by Regional Sales Manager Health & Safety: Follows all safe working procedures and processes and reports incidents and accidents promptly Technical / Function-Specific: Develops strong relationships with new/existing Architects & Designers to grow the business. Works collaboratively with A&D Community to better understand their needs and goes out of the way to deliver on commitments made. Promotes Commdoor and Glass Group product lines and business portfolio across the Industry and A&D Trade Associations. Conducts Architectural Presentations to a high standard and with positive impact. Attends Project Site Meetings, and Inspections as required in order to better service and understand the needs of customers and key stakeholders and ensure delivery of timely services in line with client agreements. Monitor sales trends and actively take part in promotional campaigns to generate interest and secure orders Keep up to date on competitor progress and be alert to competitor activities and changes in market trends Reviews Architectural and Glazing Contractor drawings, as required. Secure and foster the inclusion of Commdoor & Toro Glass Group into project specifications. Present the Commdoor and Glass Group offerings to Regional School Boards Manage the Commdoor Sample Program Internal / External Customer Service: Architectural & Design Representative will work with Commdoor Engineering, R&D, Technical Sales, and Customer Service counterparts, as necessary. Other / List Other Unique Major Categories: ( if applicable) Administration: Produces activity reports and business reports as required by the needs of the business. Develops and maintains a client/customer portfolio and key contact details and ensure information is regularly updated QUALIFICATIONS REQUIRED TO SUCCESSFULLY OPERATE IN THE ROLE Education: Good standard of education Experience Sales experience within the Construction industry an asset SKILLS / COMPETENCIES REQUIRED TO SUCCESSFULLY EXECUTE THE ABOVE RESPONSIBILITIES Ability to review blueprints would be an asset Excellent communication skills Excellent time management, and organizational skills Self-motivate and driven to succeed Computer skills in Excel, Microsoft Work, Outlook, Web Inquiries and Power Point Ability to travel with overnight stays DEMONSTRATE COMPANY VALUES Do what you say - act with integrity so our customers and internal partners trust us to deliver resultsGet it done - find solutions to ensure the job gets done rightBe better every day - take pride and be passionate about improving our business, safety, and quality and strive to be the bestThink big picture - think long-term, be strategic and have a vision. Your investment in our business, is critical to our success.Build strong relationships - value our employees, suppliers, and advisors as an essential part of our business. Develop and maintain strong relationships with our customers, contractors and stakeholders. #INDHP

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

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the teams wealth management strategy for clients is the main focus of this role.What will you do?Support advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnairesPrepare wealth and financial projections using wealth management and financial advice tools to provide a holistic view of client goals, priorities, and opportunitiesCoordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, and follow upLiaise with branch management team for updates on and progress with wealth management initiativesCoordinate meetings and events with clients and prospects: help determine agenda and key topics, prepare documentation, and execute post-meeting workProvide proactive and high-end client service on the phone and in person, respond to client inquiriesIdentify opportunities for new business as well as among existing client base for asset consolidation or referralsWhat do you need to succeed?Must-have5 years of professional experience in the investment industryRegistered Representative (RR) license with IIROC (i.e., CSC, CPH, and WME)Financial planner diploma granted by the Institute of Financial PlanningBilingualism (English and French) required to serve our clients in the community with English-speaking needsAdvanced proficiency in Microsoft 365 appsUniversity degreeMeticulous attention to detail and strong problem solving and analytical skillsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to building close relationships with clientsJob SkillsAdditional Job DetailsAddress:2000 RUE DE L'CLIPSE:BROSSARDCity:BROSSARDCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-15Application Deadline:2024-05-12Inclusion 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.

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 DescriptionJob summary This Role reporting to the Director, Compliance Shared Services, and working as a team, is responsible for aspects of the ongoing maintenance of the AMLATF Compliance Program supporting all our Canada Markets businesses with focus on investment, private wealth services, and securities and mutual funds dealers.Responsibilities include the application of compliance policies, procedures and processes, communication and consultation with business divisions and functions to support ongoing awareness and compliance, participation in industry working groups and internal working groups, supervising projects, contributing to the self-assessments of AML/ATF risks, regulatory compliance program administration as it pertains to AML/ATF and sanctions compliance, preparing for and responding to audits and exams and department administration.Good knowledge of money laundering/terrorist financing and sanctions leading risk mitigation practices, legislative knowledge of the Money Laundering (Proceeds of Crime and Terrorist Financing Act and associated regulations) and sanctions law and associated regulatory guidance is required in this role. Ability to develop positive relationships with relevant partners, as well as balancing their respective interests, considering business, regulatory and cultural differences will be essential to success. In this role, the Manager collaborates with Business colleagues, Operations, and Technology teams as well as Compliance teams locally and AML/ATF Compliance colleagues globally. The role is also required to interact with Compliance Leaders, Internal Audit, and Internal Legal Counsel.Key Accountabilities:Program application including ensuring that policies and procedures are current and crafted to meet regulatory requirements/expectations and are appropriately integrated with business and operations’ processes and procedures.Act as a key member of the Compliance Team by participating in compliance meetings, providing input and recommendations to plans, policy and procedure development, participate in education and training on conference calls and presentations.Supervise and assess the Canadian business operational efficiency in following requirements and policy, including annual risk assessment of the Canadian business products and services.Support Operations in meeting requirements, including advising on mitigating risks.Responsible for oversight and development of the AML/ATF compliance training program. Assist in the Team’s production of required internal reporting.Represent AML/ATF Compliance on internal projects and in meetings.Respond to inquiries from employees and senior management. Represent AML/ATF Compliance in industry forums and committees, including proposing and responding to new and existing legislation where appropriate. Work with the Team on Compliance special projects and initiatives as required.Support Manulife's overall mission, with a focus upon compliance objectives. Advocate for continuous improvement through innovation and use technology and leading practices.Support the Team’s record keeping requirements as they pertain to the AML/ATF program.Contribute to the continuous improvement and modernization of the AML/ATF Program.Job Requirements (Knowledge/Skills/Competencies):Top-tier professional with an appropriate combination of education, experience, and industry knowledge.5+ years as a compliance/law/audit professional, with at least a minimum 3 years administering/supporting a compliance program (preference given to AML/ATF compliance program and/or investment and dealer compliance experience).Degree/diploma or equivalent education, preferably in law or a business-related area.Completed or willing to complete and obtain the Certified Anti-Money Laundering Specialist (CAMS) designation.Thorough knowledge of the Proceeds of Crime (Money Laundering) and Terrorist Financing Act, Regulations, sanctions laws and regulatory guidance.Understanding of regulatory compliance management programs and methodology.Disposition toward innovate improvement through technology and data analytics.Comfortable with technology applications including FinTech/RegTech.Fully conversant with Microsoft business applications.Able to articulate requirements for Compliance, business, and IT projectsStrong eye for business, excellent judgement, and can make decisions in times of uncertainty.Strong analytical and problem-solving skills, with the ability to interpret and apply sophisticated requirements and tailor impact description for each business area using plain language.Excellent communication, presentation, writing, interpersonal, negotiation and influencing skills.Proficiency in developing and writing policies and procedures.Professional demeanor and adherence to a high ethical standard.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging pursuit of following passions and learning new skills!A focus on growing career paths with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment:Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunity!We build opportunities to learn and grow at every career stage.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive environment where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all partners and has a positive social and environmental impactAbout 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 LocationWaterloo, OntarioSalary range is expected to be between$78,975.00 CAD - $142,155.00 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.

Application Deadline: 05/10/2024Address:2828 boul LaurierThis position is an excellent opportunity for a financial professional looking to work in discretionary investment management. The position allows you to team up with an experienced Investment Counsellor to help develop and maintain their client portfolio. With the goal of creating a long-term partnership, the successful candidate will gradually integrate into the Investment Counsellor's practice and assist in all aspects of client service.As you become part of the team, you will be progressively integrated into the development of client investment policy statements, asset allocation, investment portfolio and financial plans.Other duties include:Support the achievement of business development, revenue, referral, retention and compliance goals.Manage low complexity relationships and small assets.Apply investment management expertise to explain investment strategies to the client and implement them based on their personal and financial situation.Build effective relationships with internal and external stakeholders.Monitor and track performance and address issues.Identify and recommend ways to improve the customer experience.Perform sales and service support tasks to meet customer needs and maintain overall service levels.Oversee risk and compliance policies and processes to ensure that our clients' assets and privacy are protected, that we are acting in their best interest, and that liabilities are managed effectively.Work independently on a wide range of complex tasks, which may represent unique situations.Qualifications:Minimum of five years of relevant work experience with a post-secondary degree in a related field, or an equivalent combination of education and experience.Completed or working towards the CFA designation or CIM designation.IQPP designation (desirable)Languages: French required, functional English requiredExtensive experience in discretionary asset management for high-net-worth clients.Technical and administrative skills acquired through education and / or work experience.Strong oral and written communication skills.Collaborative and teamwork skills - extensive skills.Analytical and problem solving skills - advanced skills.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/10/2024 Address: 2828 boul Laurier Job Family Group: Wealth Sales & Service This position is an excellent opportunity for a financial professional looking to work in discretionary investment management. The position allows you to team up with an experienced Investment Counsellor to help develop and maintain their client portfolio. With the goal of creating a long-term partnership, the successful candidate will gradually integrate into the Investment Counsellor's practice and assist in all aspects of client service. As you become part of the team, you will be progressively integrated into the development of client investment policy statements, asset allocation, investment portfolio and financial plans. Other duties include: Support the achievement of business development, revenue, referral, retention and compliance goals. Manage low complexity relationships and small assets. Apply investment management expertise to explain investment strategies to the client and implement them based on their personal and financial situation. Build effective relationships with internal and external stakeholders. Monitor and track performance and address issues. Identify and recommend ways to improve the customer experience. Perform sales and service support tasks to meet customer needs and maintain overall service levels. Oversee risk and compliance policies and processes to ensure that our clients' assets and privacy are protected, that we are acting in their best interest, and that liabilities are managed effectively. Work independently on a wide range of complex tasks, which may represent unique situations. Qualifications: Minimum of five years of relevant work experience with a post-secondary degree in a related field, or an equivalent combination of education and experience. Completed or working towards the CFA designation or CIM designation. IQPP designation (desirable) Languages: French required, functional English required Extensive experience in discretionary asset management for high-net-worth clients. Technical and administrative skills acquired through education and / or work experience. Strong oral and written communication skills. Collaborative and teamwork skills - extensive skills. Analytical and problem solving skills - advanced skills. 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: $54 500,00 - $101 500,00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

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 DescriptionManulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor will be an employee of Manulife, advising clients from Manulife’s Group Retirement, Group Benefits, Insurance, Bank and other channels.As a Wealth and Retirement Advisor, you will lead relationship management and financial planning for your clients, helping them create financial plans based on their wealth and retirement goals and set up solutions to help them achieve these goals.ResponsibilitiesRelationship Management and Advice:Identify your client’s life and financial goals and build long-term relationships Provide financial planning advice and solutions using our array of investment and portfolio solutions, including best-in-class proprietary and third-party solutionsAcquire and consolidate assets of clients and work with their families to provide adviceConnect clients with the right Manulife partners to help continuously meet their needsProactively communicate with clients and respond to developing needs, resolve issues or problems and follow up as appropriateFinancial Planning and Client Experience:Conduct Financial Planning or collaborate with Financial Planners to create customized plans for clients with a complete and comprehensive lens on the client’s overall financial pictureWork collaboratively with Manulife partners to provide added value to clientsPerform, together with the Client Support team, sales and service support activities to meet client needs and maintain overall service levelsFollow through on the risk and compliance processes and policies to ensure we safeguard our clients’ assets, maintain their privacy, act in their best interests, and ensure compliance with regulatory, legal, and ethical requirementsWhat are we looking for?University degree and/or 3-5 years industry experience, experience speaking directly with clients and conducting one on one client meetingsCanadian Securities Course (CSC) requiredCIRO license (formerly IIROC license) requiredLife License required (LLQP)Complete Conduct & Practices Handbook (CPH) within first 90 days of roleIQPF licensing preferred (for Quebec only)CFP preferredAbility to develop long lasting, trusted relationships with stakeholdersExcellent verbal and communication skillsNatural propensity towards teamwork and collaboration; proven coachabilityModerate travel within is requiredAdvisor positions available in each of the GTA, Ontario and Montreal regionsWhat motivates you?Obsessing about customers, listening, engaging and act for their benefit.Thinking 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.Our commitment to youValues-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.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your role Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.  Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. Basic requirements Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Initiatives promoting community involvement Telemedicine service Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first: We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your role Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team The branch is open two evenings a week and on saturdays. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.  Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. Basic requirements Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Initiatives promoting community involvement Telemedicine service Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first: We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?