![CI Financial](https://media.trabajo.org/img/noimg.jpg)
Associate, Branch Practices
7 days ago
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
JOB OVERVIEW
Responsible for branch support and training of dealership technology solutions that include, but are not limited to, Navigator (Salesforce), Navigator Financial Reporting, Navigator Cloud Drive (Box), ActionPRO, Fee-based platform, iContact, and more solutions as they are added.
WHAT YOU WILL DO
- Assist in the creation of training materials. This may include delivering content to branch staff through live presentations, webinars and phone training.
- Investigate and manage escalated advisor service issues related to the solutions we support.
- Maintain branch information on the AANet.
- Test system enhancements and new solutions.
- Work as Business Analyst on branch facing initiatives.
- Act as a point of contact for branch staff on branch processing issues.
- Assist in developing communications in for branches on initiatives.
WHAT YOU WILL BRING
- 5+ years customer service and/or training experience.
- 2+ years Financial Industry experience.
- University/College degree would be an asset.
- Canadian Securities Course, IFIC, PFP and other industry courses would be an asset.
- Familiarity with process reviews and process improvement
- Strong experience with delivering training sessions and/or adult education practices.
- Knowledge of industry back office practices and/or systems. Specific knowledge of RPM/ActionPRO and Navigator (Salesforce) would be an asset.
- Demonstrated analytical and creative problem-solving abilities.
- Comfort in using and learning new software systems.
- Excellent communication and presentation skills required.
- Strong written and verbal communication skills is mandatory.
LI-HYBRID
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines
-
Associate, Branch Practices
4 weeks ago
Toronto, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. Responsible...
-
Associate, Branch Practices
2 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.Responsible for...
-
Associate, Branch Practices
1 month ago
Toronto, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...
-
Associate, Branch Practices
4 weeks ago
Toronto, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...
-
Associate Branch Director
4 weeks ago
Toronto, Canada Royal Bank of Canada Full time**Job Summary** **What is the Opportunity?** With C$400 billion in assets under administration, RBC Dominion Securities is Canadian’s leading in wealth management firm. While investment management is the core offering, our 1,800 investment professionals also provide a full scope of wealth planning services, to help our clients preserve, grow and transfer...
-
Associate Branch Director
2 weeks ago
Toronto, Canada Royal Bank of Canada Full time**Job Summary** **What is the Opportunity?** With C$400 billion in assets under administration, RBC Dominion Securities is Canadian’s leading in wealth management firm. While investment management is the core offering, our 1,800 investment professionals also provide a full scope of wealth planning services, to help our clients preserve, grow and transfer...
-
Associate Branch Director
2 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWhat is the Opportunity?With C$400 billion in assets under administration, RBC Dominion Securities is Canadian's leading in wealth management firm. While investment management is the core offering, our 1,800 investment professionals also provide a full scope of wealth planning services, to help our clients preserve, grow and transfer their wealth...
-
Business Operations Specialist- Remote
2 weeks ago
Toronto, Ontario, Canada Branch Full timeis shaking up the $46B office furniture industry to create an office experience for the 21st century: easy, affordable and flexible so you can sit down (or stand) and get to work. Office furniture hasn't changed in a whileabout 85 years, in fact. That's the average age of the top twenty-five office furniture companies in America. Branch makes beautiful and...
-
Branch Manager
2 weeks ago
Toronto, Ontario, Canada PNC Full timeAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a...
-
Associate Branch Director
1 month ago
Toronto, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?With C$400 billion in assets under administration, RBC Dominion Securities is Canadian’s leading in wealth management firm. While investment management is the core offering, our 1,800 investment professionals also provide a full scope of wealth planning services, to help our clients preserve, grow and...
-
Associate Branch Director
4 weeks ago
Toronto, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?With C$400 billion in assets under administration, RBC Dominion Securities is Canadian’s leading in wealth management firm. While investment management is the core offering, our 1,800 investment professionals also provide a full scope of wealth planning services, to help our clients preserve, grow and...
-
Associate Branch Director
1 month ago
TORONTO, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?With C$400 billion in assets under administration, RBC Dominion Securities is Canadianâs leading in wealth management firm. While investment management is the core offering, our 1,800 investment professionals also provide a full scope of wealth planning services, to help our clients preserve, grow and...
-
Associate Branch Director
4 weeks ago
TORONTO, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?With C$400 billion in assets under administration, RBC Dominion Securities is Canadianâs leading in wealth management firm. While investment management is the core offering, our 1,800 investment professionals also provide a full scope of wealth planning services, to help our clients preserve, grow and...
-
Branch Operations Manager
2 weeks ago
Toronto, Ontario, Canada Crossell Full timeAre you comfortable driving solutions with reinsurance business and subject matter experts, and bringing in your operational expertise to contribute to the overall success of Swiss Re Canada? The ideal candidate will be eager to apply their operational expertise and play a pivotal role in overseeing and optimizing branch governance and operations and any...
-
Branch Review Compliance Officer
2 weeks ago
Toronto, Canada iA Groupe financier iA Financial Group Full time**_Compliance Reviews/Telework to start & travel to be expected once safe to do so/Permanent/Anywhere/Western Canada. Start date: As soon as possible_** Do you like having great autonomy in your role, and wish to work on various processes that have operational, IT, fraud, and financial components to name a few? The general audit team is hiring, and they are...
-
Branch Assistant
4 weeks ago
Toronto, Canada Raymond James Financial Full time**Branch Assistant** - 2301511 **Job Summary** The primary role of Branch Assistant is to provide operational and administrative support to the office. The individual will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations. **Essential Duties and...
-
Risk Management Associate
1 month ago
Toronto, Canada China Construction Bank Toronto Branch Full timeMandate Key Task: Prepare credit reviews on new and existing corporate, bank and non-bank financial institutions, as directed by Director of the department. Perform tasks in accordance with Branch policies, procedures, manuals, ensuring compliance with local laws and regulations Communicate and work closely with all department personnel as well as other...
-
Risk Management Associate
1 month ago
Toronto, Canada China Construction Bank Toronto Branch Full timeMandateKey Task:Prepare credit reviews on new and existing corporate, bank and non-bank financial institutions, as directed by Director of the department.Perform tasks in accordance with Branch policies, procedures, manuals, ensuring compliance with local laws and regulationsCommunicate and work closely with all department personnel as well as other...
-
Risk Management Associate
1 month ago
Toronto, Canada China Construction Bank Toronto Branch Full timeMandateKey Task:Prepare credit reviews on new and existing corporate, bank and non-bank financial institutions, as directed by Director of the department.Perform tasks in accordance with Branch policies, procedures, manuals, ensuring compliance with local laws and regulationsCommunicate and work closely with all department personnel as well as other...
-
Risk Management Associate
4 weeks ago
Toronto, Canada China Construction Bank Toronto Branch Full timeMandateKey Task:Prepare credit reviews on new and existing corporate, bank and non-bank financial institutions, as directed by Director of the department.Perform tasks in accordance with Branch policies, procedures, manuals, ensuring compliance with local laws and regulationsCommunicate and work closely with all department personnel as well as other...