Referral Specialist

3 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

  • Clinical Referral Specialist

    1 week 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...

  • Web Content Specialist

    3 days ago

    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...

  • Computational Geometry Specialist

    1 week ago

    Montréal, Canada CEMWorks Inc Full time

    CEMWorks is looking for a Computational Geometry Specialist to join our team to facilitate the work on current and future projects focusing on problems in computational geometry. We enable innovators to deliver transformational products to their customers, by delivering innovative simulation solutions to solve the most complex design challenges for the next...

  • Mortgage Specialist

    2 weeks 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 -...

  • Mortgage Specialist

    5 days ago

    Montréal, Canada BMO Financial Group Full time

    1700 rue St-Catherine MONTREAL Quebec,H2L 2J4 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...

  • Funding/underwriting Specialist

    3 days ago

    Montréal, Canada Finsana Full time

    **Only considering applicants residing in Canada** * FUNDING/UNDERWRITING SPECIALIST* * WHO ARE WE AND WHY SHOULD YOU WORK WITH US?* FinSANA is a global fintech company that specializes in catering to underserved and underbanked customers. Our organization has a passion for helping people financially through our technology solutions which have allowed us...

  • Investment Specialist Associate

    7 days ago

    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...

  • Bilingual Inside Sales Specialist

    3 days ago

    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

    1 week 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...

  • Mortgage Specialist Assistant

    2 weeks ago

    Montréal, Canada Royal Bank of Canada Full time

    **What is the**opportunity ?** Supports top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are...