Referral Specialist

4 days ago


Montréal, Canada Workplace Options Full time

Founded in 1982, WPO is the largest independent provider of holistic wellbeing solutions. Through our customized programs, and comprehensive global network of credentialed providers and professionals, we support individuals to become healthier, happier and more productive both personally and professionally. Trusted by 51% of Fortune 500 companies, we deliver high quality care digitally and in-person to over 75 million individuals across 116,000 organizations in more than 200 countries and territories.

**Description**:
The Referral Specialist assists the Workplace Options counseling team by identifying available providers for our clients who are in need of short term counseling assistance around the world. This would be a hybrid position with a mixture of home and office working days.

**Responsibilities**:

- Review clinical intakes.
- Identify clients needs and match the appropriate provider with client using our proprietary database.
- Recruit counselors to the Workplace Options network.
- Enter provider information into our database/case management system.
- Maintain strict confidentiality of our clients information.
- Communicate provider information to our clients.
- Proactively manage caseload.
- Any other delegated responsibilities and specially assigned duties, as management deems necessary.

**Requirements**:

- Bilingual in English and French required
- Bachelors Degree or equivalent to Associates/Diploma
- Able to Multitask while maintaining a high level of quality and productivity.
- Able to navigate proficiently in varying databases and on the internet.
- Able to work effectively as a team member in a team environment.
- Excellent interpersonal, written, and oral communication skills.
- Well-honed research skills - can perform web research creatively, quickly and efficiently.
- Schedule hybrid: Monday to Friday 9AM to 5:30PM EST

**Benefits**:

- Transportation reimbursement
- Gym reimbursement
- Wellness rewards
- Training Reimbursement
- Global Travel Opportunities
- Access to EAP Benefits



  • Montréal, Canada Workplace Options Full time

    Founded in 1982, WPO is the largest independent provider of holistic wellbeing solutions. Through our customized programs, and comprehensive global network of credentialed providers and professionals, we support individuals to become healthier, happier and more productive both personally and professionally. Trusted by 51% of Fortune 500 companies, we deliver...


  • Montréal, Canada YES (Youth Employment Services) Full time

    **Company Overview** Founded in 1995, YES Employment + Entrepreneurship is a non-profit community-based organization dedicated to enriching the community by providing English-language support services to help Quebecers find employment and start and grow businesses. Position Summary Are you passionate about digital content and community Impact? Do you want...


  • Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Mortgage Specialist Associate, you provide direct client and sales support to Mortgage Specialists, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this...

  • Mortgage Specialist

    5 days ago


    Montréal, Canada BMO Financial Group Full time

    288 rue Saint-Georges St-Jerome Quebec,J7Z 5A6 At BMO, we are PURPOSEfully different and proud of it. To meet our goal as the fastest growing retail bank in Canada we need a team of passionate Mortgage Specialists who are entrepreneurial minded and excited to grow their business with us. If you are looking to take your career to the next level this is the...

  • Mortgage Specialist

    34 minutes ago


    Montréal, Canada BMO Financial Group Full time

    9150, boulevard L'Acadie MONTREAL Quebec,H4N 2T2 Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role - helping...

  • Mortgage Specialist

    35 minutes ago


    Montréal, Canada BMO Financial Group Full time

    6455 rue Jean Talon Est, #101 MONTREAL Quebec,H1S 3E8 Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role -...


  • Montréal, Canada CellCarta Full time

    **Procurement Specialist** **Summary** Reporting to the Procurement Manager, the Procurement Specialist is responsible for purchasing laboratory supplies and reagents. The Procurement Specialist reviews purchase requests to validate the needs for reagents and laboratory supplies, prepares the orders and establishes costs. The Procurement Specialist will...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 164261 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Specialist Associate** As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to...


  • Montréal, Canada BMO Financial Group Full time

    105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Bilingual: French and English Permanent position, 37.5h per week Schedule: Monday to Friday between 8am and 8pm and Saturday 10am and 6pm **Do you have a passion for helping others?** **Join our exciting new role as a **Treasury & Payment Inside Sales Specialist**. **The team will focus on Core...

  • Health Care

    2 weeks ago


    Montréal, Canada Scotiabank Full time

    Requisition ID: 215580 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Healthcare & Professional Specialist - Quebec Region The Healthcare and Professional Specialist is part of a national team responsible for leveraging their expertise for the profitable growth of new high value customers, healthcare...