Provide executive administrative and project management support to the President and CEO and Executive Lead.
Compensation
The hiring range for this role is $72,000 - $82,000 annually.
Responsibilities
Coordinate and manage the President and CEO’s schedule including arranging meetings, logistic travel and/or technical arrangements, invitations, conference calls and speaking engagements
Oversee all internal and external inquiries, using judgment and discretion in formulating actions, prioritizing responses, triaging to organizational leads and ensuring appropriate resolution
Manage and monitor all individual and mass communication from President’s Office to elected officials, major donors, key volunteers, agency leaders, media, members and community
Compose and/or prepare confidential reports, memos, presentations and correspondence for signature
Provide executive support for Executive Lead, including arranging meetings, material preparation and project management, if and as required
Provide financial advice and manage mortgage client portfolios in a fast-paced banking centre, building relationships and driving business development.
Locations (2)
Penticton, British Columbia, Canada
Nanaimo, British Columbia, Canada
Compensation
competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program
Responsibilities
Meet with clients to understand their personal and business priorities and advise on solutions
Provide a forward-looking financial plan and comprehensive retail banking offer
Engage in marketing and outreach activities to grow client network
Call existing and potential clients to identify growth opportunities
Participate in community and banking centre events
Requirements
Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
As a Client Engagement Associate, you'll be the first line of support in a fast-paced Banking Centre, assisting clients with everyday banking needs, completing sales of basic banking products, and strengthening client relationships.
Compensation
a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
As a Client Engagement Associate, you'll be the first line of support in a fast-paced Banking Centre, assisting clients with everyday banking needs, completing sales of basic banking products, and strengthening client relationships.
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs.
Compensation
competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program
Responsibilities
Answer client questions and assist with transactions
Support clients in a fast‑paced banking centre, handling transactions, sales of basic banking products, and guiding clients through digital banking options.
Foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
Responsibilities
Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
Engage in marketing and outreach activities to show clients you value them and their communities.
Become a technology expert and introduce clients to mobile banking applications.
Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.