CIBC – Relationship Manager, Commercial Banking – Barrie, ON

Company: CIBC

Location: Barrie, ON

Expected salary:

Job date: Sat, 01 Mar 2025 01:01:31 GMT

Job description: We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.To learn more about CIBC, please visitWhat you’ll be doingAs a member of the Commercial Banking team, you’ll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency and mitigate risk. As a Relationship Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business opportunities in the community and ensuring clients’ day-to-day banking needs are being met at the highest level. As a strategic partner to some of Canada’s leading companies you’ll be delivering flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals.At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.How you’ll succeed

  • Relationship building – Develop new client relationships through business development activities, leveraging referral sources, existing clients and centres of influence. Actively monitor and manage these relationships by fully understanding our clients’ goals, purpose and the status of our clients’ business.
  • Teamwork – Work with internal partners to connect clients with opportunities. Commit to building a profile in the local business community in order to leverage that profile into effective working relationships with new and existing clients and internal partners.
  • Client experience – Proactively assess your clients’ needs and propose solutions to deliver to meet those needs. Interact with assigned clients as necessary to facilitate prompt response to questions, enquiries or issues in order to provide “best in class” service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs.

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
  • You demonstrate experience in Commercial or Business Banking, demonstrated business development skills, and a solid understanding of financial statements and account principles including valuation techniques and cash flow analysis. You have experience managing the credit quality of a portfolio of commercial banking clients that have credit needs and/or complex cash management requirements.
  • You act like an owner. You thrive when you’re empowered to take initiative, go above and beyond, and deliver results.
  • You have a degree/diploma in Business, Finance, Accounting, or a related field.
  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

#LI-TAWhat CIBC OffersAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.We work to recognize you in meaningful, personalized ways including 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.Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.*Subject to plan and program terms and conditionsWhat you need to knowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Job Location 126 Wellington St W, Suite 303Employment Type RegularWeekly Hours 37.5Skills Banking, Business Banking, Business Development, Business Opportunities, Client Service, Customer Experience (CX), Financial Analysis, Lending, Portfolio Management

AECOM – Social Impact Technical Practice Lead – Barrie, ON

Company: AECOM

Location: Barrie, ON

Expected salary:

Job date: Fri, 28 Feb 2025 23:46:54 GMT

Job description: Company DescriptionWork with Us. Change the World.At AECOM, we’re delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world’s trusted infrastructure consulting firm, partnering with clients to solve the world’s most complex challenges and build legacies for future generations.There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world.We’re one global team driven by our common purpose to deliver a better world. Join us.Job DescriptionThe Social Impact Technical Practice Lead role at AECOM is a highly impactful and strategic position within our Planning and Permitting Practice Area in the Environment business line. This leadership position is for a recognized expert in the Social Impact discipline, responsible for providing technical guidance, strategic planning, and innovation to expand AECOM’s market presence.The role can be based in any AECOM office across Canada.Key Responsibilities:

  • Lead technical practice and drive the growth of emerging sub-technical areas within Social Impact, working closely with clients (internal and external) to identify and capitalize on new business opportunities.
  • Develop strong client relationships, drive business development initiatives, and collaborate with cross-functional teams to position AECOM for growth.
  • Stay updated on industry trends and technologies, ensuring that AECOM’s offerings align with evolving client needs.
  • Lead the recruitment and development of a high-performing team, ensuring they are equipped to support both client and business growth.
  • Act as Lead Verifier and Independent Technical Reviewer, ensuring the highest technical standards in all deliverables.
  • Oversee Practice Area Standard Operating Procedures and ensure compliance with relevant codes and regulations.
  • Foster innovation and quality in all projects, resolving complex issues and driving continuous improvement.
  • Provide leadership, mentorship, and guidance to staff, cultivating a safe, inclusive, and productive team culture.
  • Act as a strategic partner in the development of business line and practice strategies, leveraging creativity and foresight to anticipate and solve technical challenges.

This role demands a dynamic, strategic, and visionary leader who will play a key role in shaping the future of AECOM’s Social Impact practice.QualificationsMinimum Required:

  • 8+ years of professional experience in Social Impact, Environmental Planning, or related fields.
  • Bachelor’s degree in Sociology, Environmental Science, Urban and Regional Planning, Public Policy, Indigenous Environmental Studies, Sustainability Management, Geography, Economics, Archaeology, Climate Change and Sustainability Services, Environmental Studies, or a related field.
  • Solid understanding and experience with the Federal Impact Assessment Act and other provincial and municipal environmental assessment legislation.
  • Proven track record of successful engagement and negotiation with strong written and verbal communication skills.
  • Experience managing project schedules, budgets, and quality, with the ability to plan, prioritize, and handle multiple assignments concurrently.
  • Strong problem-solving abilities and a collaborative approach to working with diverse teams and stakeholders.

Minimum Preferred:

  • 12+ years of experience, with progressive leadership roles in the Social Impact or related sectors.
  • Master’s degree or higher in a relevant field such as Environmental Science, Urban Planning, Sustainability, or Social Sciences.
  • Extensive experience in environmental regulations and standards across federal, provincial, and municipal levels.
  • Advanced communication and stakeholder management skills, including the ability to lead complex negotiations and presentations.
  • Demonstrated leadership in managing large-scale projects and teams, with expertise in mentoring and developing staff.
  • Strong business acumen and ability to drive growth through innovative thinking and strategic market positioning.
  • Experience in fostering and managing partnerships with external organizations, government bodies, and private sector clients.

Additional InformationAbout AECOMAECOM is the world’s trusted infrastructure consulting firm, delivering professional services throughout the project lifecycle – from advisory, planning, design and engineering to program and construction management. On projects spanning transportation, buildings, water, new energy and the environment, our public- and private-sector clients trust us to solve their most complex challenges. Our teams are driven by a common purpose to deliver a better world through our unrivaled technical and digital expertise, a culture of equity, diversity and inclusion, and a commitment to environmental, social and governance priorities. AECOM is a Fortune 500 firm and its Professional Services business had revenue of $14.4 billion in fiscal year 2023. See how we are delivering sustainable legacies for generations to come at aecom.com and @AECOM.Freedom to Grow in a World of OpportunityYou will have the flexibility you need to do your best work with hybrid work options. Whether you’re working from an AECOM office, remote location or at a client site, you will be working in a dynamic environment where your integrity, entrepreneurial spirit and pioneering mindset are championed.You will help us foster a safe and respectful workplace, where we invite everyone to bring their whole selves to work using their unique talents, backgrounds and expertise to create transformational outcomes for our clients.AECOM provides a wide array of compensation, benefits and well-being programs to meet the diverse needs of our employees and their families. We’re the world’s trusted global infrastructure firm, and we’re in this together – your growth and success are ours too.Join us, and you’ll get all the benefits of being a part of a global, publicly traded firm – access to industry-leading technology and thinking and transformational work with big impact and work flexibility. As an Equal Opportunity Employer, we believe in each person’s potential, and we’ll help you reach yours.All your information will be kept confidential according to EEO guidelines.

– Dog sitting / care for Cocker Spaniel – Barrie, ON

Company:

Location: Barrie, ON

Expected salary:

Job date: Sun, 23 Feb 2025 23:57:16 GMT

Job description: We have a 5 yr old spayed rescue Cocker Spaniel named Sally. We adopted her 5 months ago from Dog Tales. She had a traumatic past, but she is doing well in our family setting. She is house trained and requires eye drops twice a day. She gets along well with other dogs and cats. Please speak with Julia if interestedMoreSalary: Negotiable, based on experienceLess than 20 hours/weekType of PetNumber of pets: 1CatsDogsBirdsFishReptilesRodentsExotic animalsOther animalsScheduleDesired start date Mar 15, 2025MorningAfternoonEveningOvernightMTWThFSaSuPet Carer is responsible forProfessional skillsTaking care of senior dogs/other animalsAdditional requirementsAble to board pets in your home Active:Today • Member since:February 2025Address

  • 336 km away

ShareSharePrintID: 100068079You may be interested inMarkham, ON • 337 km awayA $1, 000 bonus will be granted after a six-month trial/training period, provided all internship requirements are met. If necessary, sponsorship will be offered. If you have complete confidence in your outstanding performance, you will be compensated with an appropriate hourly wage. This statementNumber of pets: 3Schedule • M, T, W, Th, F, Sa, SuSchedule • M, T, W, Th, F, Sa, SuResponsibilities • 3Responsibilities • 3Type of Pet • 2Type of Pet • 2Posted by:Active: TodayMarkham, ON • 335 km awayYou will help with my dogs, and to be available early morning and after 6pm. As well, I am looking for a reliable, trustworthy dog nanny to live in, when we go travelling.Number of pets: 2Schedule • M, T, W, Th, F, Sa, SuSchedule • M, T, W, Th, F, Sa, SuResponsibilities • 4Responsibilities • 4Type of Pet • 1Type of Pet • 1Posted by:Active: TodayMinesing, ON • 389 km awayOur three boys are looking for a sitter during Christmas and new years. We would love an overnight sitter for 3 nights

HireGrow Staffing – Remote – Customer Service Sales – Barrie, ON – Barrie, ON

Company: HireGrow Staffing

Location: Barrie, ON

Expected salary: $55000 – 70000 per year

Job date: Tue, 11 Feb 2025 05:34:20 GMT

Job description: Overview:We are a rapidly growing company actively searching for dedicated and driven individuals from across North America & Canada to join us as life insurance benefits advisors in providing outstanding customer service and support to our client base.You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.This full-time position offers flexible work hours and ample opportunities for advancement into management roles.What We Offer:

  • Remote, work from home career.
  • Average 1st yr $55-70K / Avg 2nd yr $115K commission + bonuses.
  • Life-long residual income through renewals.
  • Unionized position with stock options.
  • Excellent benefits package medical, dental, and prescription coverage.
  • Exceptional training with experienced agents and managers.
  • High-quality leads provided: no calling family or friends.
  • Flexible hours: this is a fulltime career, but you can choose when you work.
  • Opportunities for advancement and recognition as we promote from within.
  • Dynamic Team Environment: Our virtual workplace thrives on a vibrant team atmosphere While this position is remote, you will have lots of support.

Qualities We Value:

  • Willingness to learn and be coached as we provide comprehensive training.
  • Outgoing and Friendly Personality: a positive and approachable demeanor.
  • A strong desire to help others: provide valuable advice and services.
  • Effective Communication Skills: your ability to connect with others is crucial.
  • Sales or customer service experience is advantageous but not mandatory.

Your Qualifications:

  • Laptop or computer with camera is required.
  • Possession of, or willingness to obtain an LLQP license.
  • Basic computer literacy is essential.
  • Must reside in North America.

Your Job Responsibilities:

  • Contact the leads we provide to schedule virtual meetings with clients.
  • Present benefit programs to enroll new clients and cultivate relationships with them.
  • Collaborate with your manager to define clear objectives and goals, then achieve them through dedicated effort and determination.

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Meridian Credit Union – Senior Relationship Manager – Barrie, ON

Company: Meridian Credit Union

Location: Barrie, ON

Expected salary:

Job date: Sun, 09 Feb 2025 08:01:41 GMT

Job description: Description :Why Meridian?At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.Find our story here:Our Business Banking Practice:Our vision is to be recognized as the financial institution that has the most local impact, supported by a purpose-driven Value Proposition to our Members.We take the time to get to know our members’ business, anticipate their needs and provide customized solutions. After all, our obligations are to our Members, not shareholders, and we take to heart the best interests of our Members and communities we serve! We’re passionate about what we can do for their business and we’re empowered to leverage our local autonomy to meet their unique needs.In addition to building customized solutions for business, we offer full service commercial banking solutions, including a wide selection of daily banking products, complementary lending services, cash management solutions, as well as insurance and investments.As a Senior Relationship Manager:You will be responsible for the overall management and growth of a portfolio of accounts of mid-size and moderate complexity with diversified members and their lending needs. The size of the portfolio managed will depend on the number, type and complexity of the accounts in the portfolio and will involve the annual review of the risk and profitability of each member’s account; monitoring of problem accounts and development of plans to minimize risk. This position analyses financial statements, evaluates security, and establishes loan terms and interest rates. This position is also responsible, within established limits, for the analysis and recommendation of Commercial Credit Applications.You are a professional who understands the importance of building and nurturing relationships in the community and with Meridian Members. You will seek to grow the size and profitability of the commercial book while minimizing loan risk and maximizing product penetration. You enjoy a fast-paced exciting environment with a commitment to achieving results.The successful candidate will have experience and expertise in managing medium to large real estate & Construction Financing, lending in Hospitality industry and General Industry (working capital financing). This person will be responsible to generate medium to large-related credits within the Business Banking Centre.What you will do:Manage and grow a profitable commercial financing portfolio of diversified Commercial business members.Structure, negotiate and document credit and cash management arrangements outlining loan terms and conditions relative to risk, needs of borrower and cost of administration ensuring an appropriate return to the Credit Union.Demonstrate a well-developed understanding and solid analytical skills in the areas of balance sheets, cash flow mechanics, and business plans presented by Members.Exhibit strong general business sense coupled with the ability to develop a comprehensive finance package structured exclusively to meet the member’s credit and non-credit needs.Actively monitor and manage the profitability of Meridian’s relationship with a member in order to retain and maintain business.Keep abreast of changes within diverse industry sectors and proactively identifies opportunities to improve the growth and development of the assigned portfolio by analyzing member needs, trends, and competitor offerings.Independently generate credit and deposit opportunities in assigned region through cultivation of prospects, calling on referral resources, and networking with centers of influence.Proactively build and maintain a sales plan that includes outbound calling, marketing efforts and cross selling of Meridian’s products and services in order to position Meridian and the Senior Relationship Manager as the Centre of Influence.Minimize loan risks through diligent, timely and proactive annual financial reviews and ongoing monitoring of changing economic/marketplace influences and applicable industry trends/data.Conduct extensive due diligence and prepares credit submissions in accordance with the company’s standards and procedures and presents them to the Director, Commercial Services.Focus on the highest quality Member service, ensuring alignment with overall Meridian and Commercial goals and objectives.Mentor and coach less experienced Commercial Services colleagues through collaborative teamwork and provides advice in regards to account management and credit structuring.Actively participate in Company and Community events and activities while demonstrating Meridian Values.How you will succeed:University Degree in Business or Finance or related discipline or an equivalent combination of education and experience.Minimum of two to five years of progressive commercial lending experience in sales/service and managing a diverse portfolio in commercial banking environment or like field.Proven experience and expertise in structuring, managing and servicing medium to large real estate and construction financing deals will be a definite advantage.Advanced knowledge of business lending policies, complex procedures, techniques and documentation requirementsAdvanced knowledge of statutory guidelines and regulations governing business lendingExtensive credit and non-credit product knowledge with a desire to enhance the level and breadth of this knowledge base on an on-going basis.Strong, proven, origination, business development, relationship building and portfolio management skillsIn depth knowledge of accounting policies and procedures.Effective knowledge of banking systems and computer applications.Advanced understanding of credit risk, credit structuring and underwriting skills.Strong negotiation, communication and presentation skills (both verbally and in writing).Ability to work independently with confidence and strong commitment to Member service.Join us! This role is hybrid. Office Location: BBC 600 – Barrie (592 Yonge St, Barrie, ON)Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us.What’s in it for you?We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!We provide you with the tools and technology needed to delight your candidates and clients!You’ll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the worldHybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleaguesThis isn’t your typical “corporate” job. We work hard and we have fun!Who we are:Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose – helping our members achieve their best life.Find our story here:Our Commitment to YouMeridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Please note that due to the volume of applications, only those under consideration will be contacted for an interview.Thank you for your interest in Meridian Credit Union.Follow us on Twitter at#LI-JZ1

Talent Hire Recruitment – Work From Home – Customer Service Sales – Barrie, ON – Barrie, ON

Company: Talent Hire Recruitment

Location: Barrie, ON

Expected salary: $55000 – 70000 per year

Job date: Mon, 10 Feb 2025 06:30:14 GMT

Job description: Overview:We are a rapidly growing company actively searching for dedicated and driven individuals from across North America & Canada to join us as life insurance benefits advisors in providing outstanding customer service and support to our client base.You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.This full-time position offers flexible work hours and ample opportunities for advancement into management roles.What We Offer:

  • Remote, work from home career.
  • Average 1st yr $55-70K / Avg 2nd yr $115K commission + bonuses.
  • Life-long residual income through renewals.
  • Unionized position with stock options.
  • Excellent benefits package medical, dental, and prescription coverage.
  • Exceptional training with experienced agents and managers.
  • High-quality leads provided: no calling family or friends.
  • Flexible hours: this is a fulltime career, but you can choose when you work.
  • Opportunities for advancement and recognition as we promote from within.
  • Dynamic Team Environment: Our virtual workplace thrives on a vibrant team atmosphere. While this position is remote, you will have lots of support.

Qualities We Value:

  • Willingness to learn and be coached as we provide comprehensive training.
  • Outgoing and Friendly Personality: a positive and approachable demeanor.
  • A strong desire to help others: provide valuable advice and services.
  • Effective Communication Skills: your ability to connect with others is crucial.
  • Sales or customer service experience is advantageous but not mandatory.

Your Qualifications:

  • Laptop or computer with camera is required.
  • Possession of, or willingness to obtain an LLQP license.
  • Basic computer literacy is essential.
  • Must reside in Canada.

Your Job Responsibilities:

  • Contact the leads we provide to schedule virtual meetings with clients.
  • Present benefit programs to enroll new clients and cultivate relationships with them.
  • Collaborate with your manager to define clear objectives and goals, then achieve them through dedicated effort and determination.

Powered by JazzHR

Neptune Retail Solutions – Retail Merchandiser – Barrie, ON

Company: Neptune Retail Solutions

Location: Barrie, ON

Expected salary:

Job date: Sun, 09 Feb 2025 03:39:41 GMT

Job description: DescriptionAre you an energetic self-starter?Neptune Retail Solutions has immediate availability for a Part-time Merchandiser for the assigned territory route in the Barrie, ON area. This territory has 15 – 20 hours per week.We specialize in the installation of at-the-shelf merchandising, including the iconic Instant Coupon Machine in major grocery and drug chains nationwide.This position offers:

  • Flexible work hours
  • Bi-Weekly pay with direct deposit
  • Mileage reimbursement
  • Managerial support and paid training

Position Requirements:

  • In-store Representatives must have a valid driver’s license and a reliable, insured and registered personal vehicle (For some city assignments, representatives may choose alternate transportation, such as a bus or subway)
  • Must be at least 18 years old
  • Take initiative
  • Work well independently with a strong work ethic
  • Display focused attention to quality, detail, and accuracy
  • Demonstrate adaptability to the needs of our clients, retailers, customers, and coworkers
  • Ensure all work interactions are met with excellent customer service skills and professionalism
  • Strong organizational skills and time-efficient
  • Access to computer, internet and printer
  • Ability to lift up to 25 pounds and stand for extended periods of time, repetitive bending, lifting and stretching

Neptune Retail Solutions is an Equal Opportunity Employer and provides reasonable accommodations to qualified individuals with disabilities.Applicant Privacy Notice:
Your personal information will be collected and used by Neptune Retail Solutions and/or its affiliated companies to process and respond to your application, contact you regarding current and future employment or internship opportunities, and as otherwise set out in our Applicant Privacy Notice available here: .

Meridian Credit Union – Investment Advisor Associate – Barrie, ON

Company: Meridian Credit Union

Location: Barrie, ON

Expected salary:

Job date: Sun, 02 Feb 2025 02:38:22 GMT

Job description: Description :Why Meridian?At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.Find our story here:Our Wealth practice:At Meridian Wealth, we believe that investing is personal and our mission is to help our Members on their financial journey regardless of where they are on this journey. We are a group of passionate wealth professionals that are approachable, empathetic and don’t take ourselves too seriously.As an Investment Advisor Associate:You will be a key member of the Private Wealth advisory team. The Investment Advisor (IA) Associate is responsible for sales preparation, opportunity identification and meeting Members of the IA portfolio to help Members achieve what’s important to them. Associates and IA are responsible for meeting the Sales, Voice of Member, Referral and Planning targets of the portfolio. By providing best in class contact management, financial planning/discovery and pre-sale and post-sale practice support, Associates will work collaboratively to deliver an exceptional Member experience, while effectively mitigating compliance risks that are detrimental to our Members, Meridian’s brand, and overall business profitability.What you will do:

  • Completing weekly planning meetings with Investment Advisor (IA) to determine portfolio/Member needs for the week.
  • Meet with small book accounts as assigned by IA to support the book of business and help the Advisor achieve their goals and support Member needs.
  • Proactive Member contact for referrals, new prospects, and follow up meetings.
  • Manage IA calendar in conjunction with various systems, including CRM, to book Member meetings.
  • Conduct introductory discovery or follow up on Member appointments with respect to financial plans completed in conjunction with the IA.
  • Capture and input financial planning data into NaviPlan.
  • Create/review portfolio reports to identify further opportunities/Member needs.
  • Demonstrate commitment to an exceptional Member experience that continues through the Member/Advisor relationship.
  • Work in partnership with the IA Team (Advisor and Support Representatives) to meet performance objectives as well as team/portfolio objectives (including revenue, turn rate, planning, and Voice of Member).
  • Engage the Member in a robust conversation to uncover Member needs while proactively identifying opportunities that lead to an enhanced Member and Advisor experience.
  • Enhance proactive account oversight to ensure Member information is up to date and consistent on both Meridian Credit Union (MCU) and CS/CSI platforms.
  • Provide consistent Member Portfolio snapshots that include detailed supplemental documents that illustrates MCU and Wealth assets including customized documents/reports as requested by IA.
  • Create and provide reporting to support the Advisor’s compliance requirements.
  • Capture financial planning information to expedite the Financial planning recommendation.
  • Efficient document preparation as needed for all Member/Advisor meetings (as needed)
  • Receive and Q/A all completed documents after the Member has signed to ensure accuracy and completeness which expedites the sales experience (as needed).
  • Follow up with external partner and/or fund companies on trades, transfers, account set up and payments to ensure requests are executed as presented (as needed).

How you will succeed:

  • 2+ years working in a Financial Sales or Wealth Sales role providing holistic financial planning, as a Licensed Financial Advisor/Associate, Investment Specialist, Financial Planner, or similar.
  • Canadian Securities Course (CSC) is required.
  • IIROC license is an asset, however, will provide 6 months to obtain in the role.
  • Knowledgeable of and operate within the applicable regulatory and compliance guidelines and Meridian’s policies & procedures, including but not limited to: MFDA, IIROC, AML, Privacy, Systems & Information Security, etc.
  • Strong time management skills exemplified through the establishment of solid practice management processes and the ability to manage multiple competing priorities in a fast and dynamic working environment.
  • Excel working in a team environment, completing deliverables on time (independently and as a team).
  • Strong communication skills, both written and verbal.
  • Demonstrated proficiency in utilizing basic software tools for contact management, investments, education, and financial planning.
  • Introductory knowledge of NaviPlan or similar Financial Planning software.
  • Understand changing market conditions and remain knowledgeable of relevant industry trends.
  • Strong analytical and problem-solving abilities with the ability to quickly prioritize and resolve issues as they arise.
  • Familiar with documentation related to the investment industry.
  • Proficient in Microsoft Word, Excel and PowerPoint.
  • Proven ability to provide clear communications, advice and positive experience for our partners and Members consistent with Meridian Values.
  • Sound judgment in dealing with issues and conflict situations.
  • Ability to adapt to changing business needs with innovative solutions.
  • Demonstrate the ability to multi-tasking in a fast past environment.

Join us! This role is hybrid. The successful individual must be willing to travel within the following areas, multiple times a week, to support their Investment Advisor: Aurora, Barrie, Orillia, Penetanguishene, and Collingwood.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues, your leader, and your Members which is very important to us.What’s in it for you?We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.We provide you with the tools and technology needed to delight your candidates and clients.You’ll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the worldHybrid work arrangements with in-person office time to collaborate, innovate and form relationships with your colleaguesThis isn’t your typical “corporate” job. We work hard and we have fun.Our story:Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose – helping our members achieve their best life.Our Commitment to YouMeridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.Please note that due to the volume of applications, only those under consideration will be contacted for an interview.Thank you for your interest in Meridian Credit Union.Follow us on Twitter at#LI-JZ1
#LI-HYBRID

Neptune Retail Solutions – Retail Merchandiser – Barrie, ON

Company: Neptune Retail Solutions

Location: Barrie, ON

Expected salary:

Job date: Sun, 02 Feb 2025 08:16:32 GMT

Job description: DescriptionAre you an energetic self-starter?Neptune Retail Solutions has immediate availability for a Part-time Merchandiser for the assigned territory route in the Barrie, ON area. This territory has 15 – 20 hours per week.We specialize in the installation of at-the-shelf merchandising, including the iconic Instant Coupon Machine in major grocery and drug chains nationwide.This position offers:

  • Flexible work hours
  • Bi-Weekly pay with direct deposit
  • Mileage reimbursement
  • Managerial support and paid training

Position Requirements:

  • In-store Representatives must have a valid driver’s license and a reliable, insured and registered personal vehicle (For some city assignments, representatives may choose alternate transportation, such as a bus or subway)
  • Must be at least 18 years old
  • Take initiative
  • Work well independently with a strong work ethic
  • Display focused attention to quality, detail, and accuracy
  • Demonstrate adaptability to the needs of our clients, retailers, customers, and coworkers
  • Ensure all work interactions are met with excellent customer service skills and professionalism
  • Strong organizational skills and time-efficient
  • Access to computer, internet and printer
  • Ability to lift up to 25 pounds and stand for extended periods of time, repetitive bending, lifting and stretching

Neptune Retail Solutions is an Equal Opportunity Employer and provides reasonable accommodations to qualified individuals with disabilities.Applicant Privacy Notice:
Your personal information will be collected and used by Neptune Retail Solutions and/or its affiliated companies to process and respond to your application, contact you regarding current and future employment or internship opportunities, and as otherwise set out in our Applicant Privacy Notice available here: .

CRH – Quality Control Technician – Student – Barrie, ON

Company: CRH

Location: Barrie, ON

Expected salary:

Job date: Thu, 30 Jan 2025 23:15:25 GMT

Job description: Job ID: 506213Work Type: InternshipIt is a great time to join Dufferin Asphalt, A CRH Company!CRH Canada is going through an exciting business transformation which demands first-class Talent Management support to drive results.We are building a world- class team. Make your mark!You will be a successful addition to our team if you look at change as an opportunity to develop and contribute to the business. You will be successful in your role if you like partnering with the business, presenting new ideas and providing excellent customer service.Dufferin Concrete & Dufferin Aggregates, A CRH Company are currently hiring Quality Control Technician (Lab) Summer Students for the 2025 construction season!Contract Length: 4 months (May 5, 2025 – August 29, 2025)Who we are:Recognized as one of Greater Toronto’s Top 100 Employers, Dufferin Concrete has been a trusted supplier, providing the materials, expert advice and value-added services to build roads, highways, schools, homes and buildings in Southern Ontario. With a network of 28 plants and over 400 ready-mix trucks, Dufferin Concrete provides a variety of standard and custom concrete mixes to meet technical specifications for commercial, industrial, institutional, and residential construction customers. And with 20 quarries, sand pits and distribution yards, Dufferin Aggregates has been the supplier of choice for the commercial, industrial, residential and civil engineering sector, supplying crushed stone, sand and gravel, recycled crushed concrete as well as recycled crushed asphalt across Southern Ontario.CRH is a leading provider of building materials solutions that build, connect and improve our world. Employing 78,500 people at 3,390 operating locations in 29 countries, CRH has market leadership positions in both North America and Europe.Location:The Quality Control Technician (Lab) Summer Student role is an introductory role consisting of activities to maintain the quality management system and in performing, coordinating, and reporting testing. Reporting to the Laboratory Supervisor, the Quality Control Technician (Lab) Summer Student will meet customer needs by maintaining a high level of product quality through the testing of concrete and its raw materials.Responsibilities:

  • Sampling and testing of concrete mixes and aggregate raw materials to ensure they meet plant and job site regulatory specifications as well as applicable standards.
  • General concrete or aggregate lab duties to ensure efficient processing of samples.
  • Maintaining, analyzing, and interpreting test data and record daily test results.
  • Delivery and administration of value-added products to accommodate customer needs.
  • Assist with job site quality investigations and analysis of concrete quality.
  • Equipment operation and calibration, including preventive and general maintenance.
  • Interface with other field technicians, Drivers, Lab Personnel, Plant Operators, Supervisors and Managers to communicate quality objectives and results.
  • Compliance with OH&S policies, procedures and regulations.
  • May assist in contract specification reviews/mix design submissions to clients.

Requirements:

  • Current enrollment in a College or University Engineering program.
  • Basic knowledge of concrete and aggregate materials and testing.
  • Willingness to work within a Plant/Field/Lab type environment with local daily travel as required.
  • Good communication skills both written and oral with a keen sense of customer service.
  • Strong analytical and decision-making skills with excellent problem-solving abilities, organizational and time management skills.
  • Ability to perform multiple tasks simultaneously, and the flexibility to adjust to changing needs, priorities and work times.
  • Capability to work in an outdoor environment, with frequent exposure to heat, cold, dust and noise.
  • Must posses a valid G driver’s license.
  • Proficient in MS Office

Visit our website for more information at www.crhcanada.comCRH Canada Group Inc. recognizes Canada’s diverse landscape. Accommodation is available upon request for applicants with disabilities throughout the recruitment and selection process.Visit our website for more information:CRH Canada Group Inc. recognizes Canada’s diverse landscape. Accommodation is available upon request for applicants with disabilities throughout the recruitment and selection process.