Director Field & Event Marketing Operations – IG Wealth Management – Toronto, ON – Winnipeg, MB

Company: IG Wealth Management

Location: Toronto, ON – Winnipeg, MB

Expected salary:

Job date: Sat, 08 Mar 2025 01:21:53 GMT

Job description: Division: IGM-MrktingLocation: Winnipeg or TorontoIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.Role SummaryThe Director, Field & Event Marketing, Operations will report to the VP of IGM Corporate & Field Event Marketing. This department is responsible for the strategy, development and execution of meetings, events and conferences for the IG Wealth Management advisor network and any IGM financial events. The vision and mission of the Field Event Marketing team is to produce best in-class events that champion organizational culture, build brand affinity, and support the business strategy. We do this through connecting, educating, informing and inspiring attendees through providing comprehensive and strategic expertise delivered by a team of professionals who are committed to excellence in execution, innovation, and fiscal responsibility, while meeting the goals and objectives of the business owner and corporation.This individual will be responsible for leading the shared services functions that support all IG/IGM events which would include sourcing strategy for destinations & venues, digital/virtual strategy integration and execution, execution of the Marketing & Communication strategy, creative production development, event registration management, data reporting and logistics management. Additionally, a key responsibility would include Financial Management of the event budgets, including reconciliation, charge backs and taxable benefit calculations and allocation.The successful incumbent is part of the event Marketing leadership team and will work closely with the leadership team to support overall event strategy development and execution. The work of this role focuses on process management, financial management, efficiency and effectiveness while ensuring the management of all operational and logistical elements.Main Accountabilities:Leading the management of event related shared services functions supporting overall event logistics including vendor management. This includes delivery of all outbound marketing and communications including templating and translation, data reporting to support event KPI’s and key stakeholder requirements, development of event registration strategy and management of the development and launch, managing the creative production process, with the team lead and the internal agency to write the brief, brief the agency and production of all creative assets & key deliverables. Also includes management of the translation process and SLA’s with internal team & key business partners for all program elements.Leading the development of the hotel strategy and management of block, attrition, and rooming lists as part of the contracted commitment and leading the team through management of Food & beverage, décor and entertainment in partnership with program lead.In partnership with the program event lead, support the development of the digital strategy for virtual and hybrid events. This includes leading the Team that will build and manage the virtual platform, the conference website, and develop and manage the mobile app strategy and fulfillment. Key role is to lead the production integration of the live event and virtual event to ensure a quality overall virtual client experience in partnership with the program lead.Build annual event budgets in partnership with internal team and external business partners. Includes building the initial budgets for each event as part of the annual planning process, transition of approved program budgets to the program lead. Position will also have oversight and accountability for the reconciliation process to SAP, any commission charge backs, the annual taxable benefit process supporting the incentive programs and annual accruals.Position will be responsible for aggregate financial management of the overall event budgets and work closely with the event leadership team and Finance, including regular reporting and variance management. Requires regular analysis and revisions supporting corporate priorities and program goals and objectives. Key partners will be the event lead and Finance.Experience and Education:University Degree in a related disciplineCMP or CMM CertificateDES Certificate (Digital Event Strategist)7+ years experience working in the event industry with leadership experience. Experience in leading virtual/hybrid events. Experience in a corporate environment.Understanding of the financial services industry, experience in Marketing & Communications and previous financial management.Competencies for Success:leadership experience & strong communication skillsFinancial managementExperience in developing strategy and building out a virtual platformEvent production experience working with creative assets and toolsInnovative and problem-solving mindsetChange management & forward-thinking mindsetStrong technical skills, analytical skills and process orientedBilingual (French) would be considered a strong assetPlease visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.Please apply by March 20, 2025.#LI-KN1#LI-Hybrid

IGM Financial Inc. is a leading wealth and asset management company in Canada. They provide financial planning and investment management services to help Canadians meet their financial goals. IG Wealth Management, a division of IGM Financial, is currently looking for a Director of Field & Event Marketing Operations. This individual will lead event logistics, manage budgets, and work on virtual event strategies. The ideal candidate should have leadership experience, financial management skills, and event production experience. The company is committed to diversity and inclusion, offering a hybrid work environment. Interested candidates can apply through the company’s career page.

Content Publisher – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $70000 – 80000 per year

Job date: Thu, 06 Mar 2025 07:14:01 GMT

Job description: Job Description:Aviso Wealth:At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at .The Opportunity:We’re looking for a Content Publisher to join our Marketing, Communications & Client Experience team.Reporting to the Director, Marketing Technology the Content Publisher will be part of an ambitious and exciting digital transformation. The Content Publisher will be responsible for day-to-day maintenance and optimization of various Aviso websites. Working in close partnership with the product marketing, content, and user experience teams as well as the sales team, compliance, information technology, etc. The Content Publisher will be responsible for ensuring website content is on-brand, current, and creates digital experiences that support our business objectives and key results.Who you are:

  • Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
  • Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
  • Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

  • Ongoing updates, maintenance, and optimization of Aviso’s web properties with the goal of creating best-in-class digital experiences that support our organization’s objectives and key results
  • Leverage content and personalization to provide relevant, industry-leading responsible investing content to our clients, including investors and advisors
  • Conduct regular audits to ensure all content is current and relevant and to enhance user experience
  • Create and manage the WCMS component library, an articulation of all components within the content management system, their utilization, configuration parameters and version history
  • Work directly with the UX Design team to analyze & recommend tweaks to existing components, ensuring full utilization of the suite and the reduction of unnecessary / outdated components over time
  • Provide feedback on web copy and design to ensure it is optimal for the channel and user experience, with a continuous search for improvement
  • Implement UX team recommendations leveraging existing component suite and, where required, an empty shell component that can offer additional flexibility
  • Manage the utilization of non-componentized designs, ensuring that elements routinely deployed are eventually converted into reusable components, thereby reducing manual work within the suite, and ensuring continuity across digital properties
  • Ensure the site remains compliant with all various regulations, including securities regulations, privacy legislation and AODA / WCAG guidelines. Aviso is committed to providing quality, accessible experiences to our clients and this role will be called upon to continually monitor and refine our experiences to meet AA standards
  • Keep up-to-date with industry best practices and monitor and report on competitor websites

Requirements:Your experience and skills:

  • Bachelor’s degree in communications, marketing, digital marketing or business administration or equivalent experience is preferred
  • 2-4 years of web management experience is required and experience in the financial services industry is preferred
  • Demonstrated content management skills, ideally including hands-on experience with an Enterprise-grade Web Content Management System (WCMS) such as Adobe Experience Manager, Sitecore, SDL, etc. is required
  • Hands-on expertise with platforms like Adobe Experience Manager, Adobe Target is required
  • Proficiency in HTML, CSS, cross-browser and cross-platform compatibility, mobile layouts, and responsive break points is required
  • Ability to troubleshoot website issues in a fast-paced environment is required
  • Considerable knowledge of website standards and best practices, including accessibility standards (AODA) and content publishing requirements to support accessible design is required
  • Strong teamwork skills and the ability to collaborate effectively with others is required
  • Experience leveraging digital analytics insights and working knowledge of Adobe Analytics or Google Analytics is preferred
  • Familiarity working with a digital design system is preferred
  • Solid understanding of Search Engine Optimization (SEO) is preferred
  • Working knowledge of JavaScript is preferred
  • Ability to consolidate information from a variety of sources and make recommendations is required
  • Strong attention to detail with an analytical mind and outstanding problem-solving skills is required
  • Excellent written communication skills, along with strong web copy editing capabilities is an asset
  • Self-confident with a strong ability to work effectively and independently within tight deadlines is required
  • Excellent time management skills with the ability to multi-task is required
  • Understanding of the Canadian investment management industry is an asset
  • Understanding of the regulatory environment in Canada is an asset
  • Fluent communication skills in English are required and bilingual in French are an asset
  • Candidates who are shortlisted will be asked to provide URLs of sites that they have managed

Benefits:Why Aviso Wealth?At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Equal Employment OpportunityAviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.We thank all applicants for their interest, however, only those selected for further consideration will be contacted.No recruiters or agencies, please.Company Overview:Aviso is a leading wealth management and investment services supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees. We’re building a technology-enabled, client-centric wealth management ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.SalaryThis position is posted with an expected salary range of $70,000 – $80,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Aviso Wealth is seeking a Content Publisher to join their team. The role involves maintaining and optimizing various Aviso websites to support business objectives. The ideal candidate will have web management experience, knowledge of web standards, and proficiency in WCMS systems. The company offers a competitive compensation package, benefits, and a commitment to employee development. Aviso Wealth is a leading wealth management organization in Canada with a focus on innovation and partnerships.

Content Publisher – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $70000 – 80000 per year

Job date: Thu, 06 Mar 2025 23:46:11 GMT

Job description: Aviso Wealth:At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at .The Opportunity:We’re looking for a Content Publisher to join our Marketing, Communications & Client Experience team.Reporting to the Director, Marketing Technology the Content Publisher will be part of an ambitious and exciting digital transformation. The Content Publisher will be responsible for day-to-day maintenance and optimization of various Aviso websites. Working in close partnership with the product marketing, content, and user experience teams as well as the sales team, compliance, information technology, etc. The Content Publisher will be responsible for ensuring website content is on-brand, current, and creates digital experiences that support our business objectives and key results.Who you are:

  • Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
  • Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
  • Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

  • Ongoing updates, maintenance, and optimization of Aviso’s web properties with the goal of creating best-in-class digital experiences that support our organization’s objectives and key results
  • Leverage content and personalization to provide relevant, industry-leading responsible investing content to our clients, including investors and advisors
  • Conduct regular audits to ensure all content is current and relevant and to enhance user experience
  • Create and manage the WCMS component library, an articulation of all components within the content management system, their utilization, configuration parameters and version history
  • Work directly with the UX Design team to analyze & recommend tweaks to existing components, ensuring full utilization of the suite and the reduction of unnecessary / outdated components over time
  • Provide feedback on web copy and design to ensure it is optimal for the channel and user experience, with a continuous search for improvement
  • Implement UX team recommendations leveraging existing component suite and, where required, an empty shell component that can offer additional flexibility
  • Manage the utilization of non-componentized designs, ensuring that elements routinely deployed are eventually converted into reusable components, thereby reducing manual work within the suite, and ensuring continuity across digital properties
  • Ensure the site remains compliant with all various regulations, including securities regulations, privacy legislation and AODA / WCAG guidelines. Aviso is committed to providing quality, accessible experiences to our clients and this role will be called upon to continually monitor and refine our experiences to meet AA standards
  • Keep up-to-date with industry best practices and monitor and report on competitor websites

RequirementsYour experience and skills:

  • Bachelor’s degree in communications, marketing, digital marketing or business administration or equivalent experience is preferred
  • 2-4 years of web management experience is required and experience in the financial services industry is preferred
  • Demonstrated content management skills, ideally including hands-on experience with an Enterprise-grade Web Content Management System (WCMS) such as Adobe Experience Manager, Sitecore, SDL, etc. is required
  • Hands-on expertise with platforms like Adobe Experience Manager, Adobe Target is required
  • Proficiency in HTML, CSS, cross-browser and cross-platform compatibility, mobile layouts, and responsive break points is required
  • Ability to troubleshoot website issues in a fast-paced environment is required
  • Considerable knowledge of website standards and best practices, including accessibility standards (AODA) and content publishing requirements to support accessible design is required
  • Strong teamwork skills and the ability to collaborate effectively with others is required
  • Experience leveraging digital analytics insights and working knowledge of Adobe Analytics or Google Analytics is preferred
  • Familiarity working with a digital design system is preferred
  • Solid understanding of Search Engine Optimization (SEO) is preferred
  • Working knowledge of JavaScript is preferred
  • Ability to consolidate information from a variety of sources and make recommendations is required
  • Strong attention to detail with an analytical mind and outstanding problem-solving skills is required
  • Excellent written communication skills, along with strong web copy editing capabilities is an asset
  • Self-confident with a strong ability to work effectively and independently within tight deadlines is required
  • Excellent time management skills with the ability to multi-task is required
  • Understanding of the Canadian investment management industry is an asset
  • Understanding of the regulatory environment in Canada is an asset
  • Fluent communication skills in English are required and bilingual in French are an asset
  • Candidates who are shortlisted will be asked to provide URLs of sites that they have managed

BenefitsWhy Aviso Wealth?At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Equal Employment OpportunityAviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.We thank all applicants for their interest, however, only those selected for further consideration will be contacted.No recruiters or agencies, please.Company Overview:Aviso is a leading wealth management and investment services supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees. We’re building a technology-enabled, client-centric wealth management ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.SalaryThis position is posted with an expected salary range of $70,000 – $80,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Aviso Wealth is a wealth management organization dedicated to improving the financial well-being of Canadians. They are looking for a Content Publisher to join their Marketing, Communications & Client Experience team to maintain and optimize various websites. The role requires web management experience, content management skills, and proficiency in platforms like Adobe Experience Manager. Aviso offers competitive compensation, benefits, and a commitment to employee development. They are an inclusive employer and welcome applications from all qualified individuals. The expected salary for the Content Publisher position is $70,000 – $80,000 CAD annually.

Financial Representative – Entry Level – Diverse Wealth – Orlando, FL

Company: Diverse Wealth

Location: Orlando, FL

Expected salary: $63000 – 100000 per year

Job date: Sat, 01 Mar 2025 02:09:00 GMT

Job description: As a member of the Northwestern Mutual team, you will have access to a dedicated planning team, marketing resources, and experienced mentors to support you in your career. With a focus on work-life balance and flexibility, you will have the opportunity to build relationships in your community and help clients achieve financial security and success. Northwestern Mutual is a respected brand in the financial services industry, known for its commitment to helping clients plan for a secure future. Join us and make a difference in the lives of others while growing your own career.

J.P. Morgan Wealth Management – Private Client Investment Associate – Orlando,FL – JPMorgan Chase – Orlando, FL

Company: JPMorgan Chase

Location: Orlando, FL

Expected salary:

Job date: Fri, 28 Feb 2025 23:05:56 GMT

Job description: As a Private Client Advisor within Wealth Management, you will play a crucial role in providing operational marketing and administrative support to advisors. You will work with a broad range of investment products and thought leadership platforms, utilizing cutting-edge digital technology to stay ahead of market trends. Your responsibilities will include assisting with client onboarding, preparing investment materials, monitoring client portfolios, and providing exceptional service to high-net-worth individuals. This role requires strong organizational skills, attention to detail, and a passion for delivering top-notch client service in a fast-paced and dynamic environment.

Digital Project Manager – Digital channels/Private Wealth – BeachHead – Toronto, ON

Company: BeachHead

Location: Toronto, ON

Expected salary:

Job date: Sat, 01 Mar 2025 23:51:33 GMT

Job description: Integrity, knowledge, imagination, skill, diversity and teamwork , do you hold them all? Do you have ideas and ideals? Are you a great advisor and a coordinator? Are you a versatile self-starter who can adapt quickly to new environments? Then, Apply Now!Working with one of the top financial clients this role calls for a Digital Project Manager – Digital channels/Private Wealth who will be responsible for the management and planning Private Wealth’s digital channels and client journeys (Advisor Websites and digital marketing). The successful candidate will be leading the project management of the advisor website migration to a new platform. The ideal candidate will also work closely with vendors, stakeholders, partners and digital teams, this role will focus on team alignment to help improve the Private Wealth’s digital ecosystem, innovating both the client and advisor experience.Responsibilities:

  • Own / drive / and lead teams through complex website migrations while ensuring the program meets timing an budget.
  • Work closely with internal partners and vendors to define/refin.
  • Requirements and lead migrating the websites, compliance workflow, training, communications, and QA of this program.
  • Foster a one-team and purpose-driven culture. Invest in building cross-functional relationships and getting vendors, team members and enterprise partners invested in the success of a shared goal.
  • Regularly participate and encourage continuous improvement of how the
  • Team works and collaborates.

Desired Skill Set:

  • 5 years of Project Management experience
  • 2 Years of Technical background In Digital
  • 2 Years of Experience with high-net-worth clients/investors
  • 2 Years of Wealth Management experience
  • Experience in managing multiple teams (great collaboration skills)

Nice To Have:

  • Website Migration Experience
  • Banking Experience
  • Experience with launching a templated website platform

BeachHead is an equal opportunity agency and employer. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.

The role seeks a Digital Project Manager to lead the migration of a financial client’s advisor websites to a new platform. Responsibilities include team alignment, vendor collaboration, and improving the client and advisor experience. Desired skills include project management, digital expertise, wealth management experience, and collaboration skills. Website migration experience, banking experience, and launching templated websites are nice-to-haves. The company is an equal opportunity employer.

BMO Financial Group – Private Wealth Administrative Assistant, Summer 2025 (Co-op/Internship) – 4 Months – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $31600 – 41100 per year

Job date: Thu, 06 Feb 2025 01:51:58 GMT

Job description: Application Deadline: 02/28/2025Address: 100 King Street WestJob Family Group: Business ManagementAs a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference.You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program, BMO First Friend peer assignment, BMO Social Squad student-led activities, BMO U corporate learning platform and access to various Employee Resource Groups to further develop your network within BMO.Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Students who recently graduated are invited to apply to our New Grad opportunities which are available atInterested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus or joining our LinkedIn group BMO Campus Recruiting & Early Talent.To apply for this opportunity, please submit your resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information.Provides a variety of general office support services and clerical tasks to support to one or more business groups and facilitate group operations. Collaborates with internal and external stakeholders to facilitate delivery of business objectives in accordance with applicable policies, processes, and controls. Troubleshoots and resolves routine problems according to policies, standard procedures, schedules, and deadlines and maintains audit trails, or escalates non-routine problems.

  • Compiles, copies, sorts, and files records of office activities and business transactions.
  • Administers a filing system to ensure the availability of business and operational reports, forms, and other documentation.
  • Creates, maintains, and enters information into databases.
  • Prepares funding approval requests for department projects.
  • Tracks, verifies, and processes department budget and capital expenditure invoices.
  • Resolves or escalates invoice discrepancies in accordance with accounts payable policies, procedures, and vendor agreements.
  • Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
  • Maintains office supplies inventory, checks inventory of supply stocks, places and facilitates the execution of office supply orders, and verifies receipt.
  • Schedules meetings and coordinates applicable audio-visual equipment, catering, room setup, and conference calls.
  • Books travel arrangements and prepares itineraries for management.
  • Answers central phone lines, responds to and resolves or escalates inquiries for resolution
  • Supports the development of tailored messaging by writing, editing, and distributing communications materials (e.g. correspondence, agendas, presentations, proposals, reports, bulk emails, and policies and procedures) and dispatching outgoing communication.
  • Processes modifications and updates to departmental procedures for manager’s approval, ensuring new information and procedures are provided to the team.
  • Verifies staff timesheets and collects and tracks staff attendance data (e.g. overtime, sick, and vacation time) in accordance with applicable guidelines to ensure consistency and determine staff availability.
  • Liaises with internal business units and external vendors to coordinate and implement changes to premises to accommodate incoming and outgoing staff and contractors (e.g. relocations, office planning and new furniture requirements) with minimal interruptions to business operations.
  • Completes standardized tasks under supervision.
  • Performs initial problem solving within given rules/limits & escalates when required.
  • Broader work or accountabilities may be assigned as needed.

Qualifications: * High school diploma or equivalent work experience.

  • Certificate in Office Administration is desirable.
  • Working knowledge of general office procedures.
  • Working knowledge of office equipment, such as photocopiers and printers.
  • General knowledge of audio visual equipment to conduct training and demonstrations, perform maintenance, and troubleshoot issues.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills – Basic (in business environment).
  • Organization skills – Basic (in business environment).
  • Collaboration & team skills – Basic (in business environment).

Salary: $31,600.00 – $41,100.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:About UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

J.P. Morgan Wealth Management – Private Client Investment Associate – Orlando,FL – JPMorgan Chase – Orlando, FL

Company: JPMorgan Chase

Location: Orlando, FL

Expected salary:

Job date: Thu, 27 Feb 2025 04:36:23 GMT

Job description: The Private Client Associate provides essential operational marketing and administrative support to Private Client Advisors within the Wealth Management department. Responsibilities include coordinating client meetings, managing client communications, preparing presentations and reports, conducting market research, updating client account information, and assisting with various administrative tasks to ensure smooth client interactions and efficient operations. This role requires strong organizational skills, attention to detail, excellent communication abilities, and a proactive approach to supporting the team in serving high-net-worth clients and growing business opportunities.

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (New Glasgow & Sydney) – IG Wealth Management – Amherst, NS

Company: IG Wealth Management

Location: Amherst, NS

Expected salary:

Job date: Thu, 27 Feb 2025 23:38:41 GMT

Job description: through the use of IGWM’s digital tools Managing day-to-day priorities, servicing inbound/outbound client contacts, executing… on proactive campaigns, and retention activities that are provided by our Marketing team. Using reporting, tools, and analysis…

IGWM’s digital tools assist in managing day-to-day priorities, servicing client contacts, executing proactive campaigns, and retention activities provided by marketing team. These tools also enable reporting, analysis, and tracking of performance metrics.

Title: Business Development Manager

Location: Toronto, ON

Salary: $55,000 – $70,000

Job Type: Full-time

Job Description:

Are you an experienced Business Development Manager looking for a new opportunity in Toronto, ON? Our client, a leading organization in the industry, is seeking a motivated and ambitious individual to join their team. In this role, you will be responsible for identifying and pursuing new business opportunities, developing strong relationships with potential clients, and driving revenue growth.

Key Responsibilities:
– Identify and pursue new business opportunities in the Toronto area
– Develop and maintain relationships with clients to drive revenue growth
– Collaborate with internal teams to create customized solutions for clients
– Monitor market trends and competitors to identify opportunities for growth
– Prepare and present proposals to clients
– Achieve sales targets and KPIs set by the company

Qualifications:
– Bachelor’s degree in Business, Marketing, or related field
– 3+ years of experience in business development or sales
– Strong communication and negotiation skills
– Ability to work independently and as part of a team
– Proven track record of achieving sales targets

If you are a results-driven individual with a passion for business development, we want to hear from you! Apply now to join a dynamic team and take your career to the next level.

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (New Glasgow & Sydney) – IG Wealth Management – Amherst, NS

Company: IG Wealth Management

Location: Amherst, NS

Expected salary:

Job date: Fri, 28 Feb 2025 01:21:43 GMT

Job description: through the use of IGWM’s digital tools Managing day-to-day priorities, servicing inbound/outbound client contacts, executing… on proactive campaigns, and retention activities that are provided by our Marketing team. Using reporting, tools, and analysis…

The content describes the tasks involved in managing day-to-day priorities, servicing client contacts, executing proactive campaigns, and retention activities provided by the Marketing team. It emphasizes the use of reporting, tools, and analysis to effectively carry out these tasks.

Job Description

Company: Kawasaki Robotics (USA), Inc.
POSITION: Robotics Technician
LOCATION: Plymouth, MI
DEPARTMENT: Service

Kawasaki Robotics (USA), Inc. is seeking a Robotics Technician to join our team in Plymouth, MI. The Robotics Technician will be responsible for troubleshooting, repairing, and programming robotic systems at our customer sites. This position requires strong technical skills, experience with robotics, and the ability to work independently.

Responsibilities:
– Troubleshoot and repair robotic systems at customer sites
– Program, troubleshoot, and test robotic systems
– Provide technical support to customers over the phone and in person
– Install and commission new robotic systems
– Maintain accurate records and documentation of service calls

Qualifications:
– Associate’s degree or equivalent experience in robotics or related field
– Strong technical skills and ability to troubleshoot and repair robotic systems
– Experience programming industrial robots (Kawasaki, Fanuc, ABB, etc.)
– Ability to read and interpret electrical and mechanical drawings
– Excellent communication and customer service skills
– Valid driver’s license and ability to travel up to 50% of the time

If you are a motivated self-starter who enjoys working with robotic systems, we would love to hear from you. Apply now to join the Kawasaki Robotics (USA), Inc. team as a Robotics Technician in Plymouth, MI.