Job Description:This role is pivotal in supporting wealth advisors to drive revenue growth and deliver exceptional customer service. As a key member of the team, you will have the opportunity to collaborate with clients and colleagues to develop tailored solutions that align with client objectives.The position combines expertise in wealth management with proactive sales strategies to expand client relationships and cultivate new opportunities. Key responsibilities include:Identifying and securing new high-net-worth and ultra-high-net-worth clients through strategic networking, prospecting, and referral-building activities.Designing and executing targeted sales plans that align with Wealth Advisor's goals, leveraging market insights to identify and capitalize on opportunities.Collaborating with industry professionals and strategic partners to expand the Wealth Advisor's presence and attract new clients.Planning and executing seminars, workshops, and events to engage clients and prospects, showcasing the Wealth Advisor's expertise and services.Identifying areas where Wealth Advisor can provide advice on investment portfolios, retirement planning, tax optimization, estate planning, and other wealth management services.
Regional Director Job DescriptionAs a trusted partner and relationship manager, you will play a pivotal role in promoting comprehensive investment products to financial advisors in Kelowna and Okanagan. This position involves significant travel requirements, with an expectation of 90% time spent on the road.Strengthen existing relationships and prospect new advisors using a disciplined approach to coverage and consistent messaging.Increase advisor business with our bank's investment offerings.Collaborate with a team to achieve business development targets within defined territories.Maintain regular contact through one-on-one meetings and branch presentations.Provide sales ideas, product information, and market updates.Represent the bank as an ambassador.Contribute to territory business plans by focusing on high-performing advisors.Analyze firm sales and asset reports to identify opportunities.
As a senior leader in our financial markets and treasury team, you will be responsible for driving business growth through the origination of new opportunities.Key Responsibilities:Create and execute strategic plans to identify and pursue high-value business prospectsBuild and maintain strong relationships with key clients and stakeholdersCollaborate with cross-functional teams to drive revenue and business expansionRequirements:A proven track record of success in leadership roles, with a focus on financial markets and treasury operationsExcellent communication and interpersonal skills, with the ability to build trust and credibility with clients and stakeholdersA collaborative mindset, with a focus on working effectively with others to achieve business objectivesWhat We Offer:A dynamic and supportive work environment, with opportunities for professional growth and developmentA competitive compensation package, with benefits and perks that reflect our commitment to employee well-beingThe chance to work with a talented and dedicated team, making a meaningful contribution to our organization's success
Job Title: Business Automation Specialist
Overview: As a key member of our team, you will be responsible for developing and implementing business automation solutions that drive efficiency and productivity.
Responsibilities:
Primary Responsibilities:
Design, develop, deliver, and maintain RPA solutions to automate identified business processes
Use design thinking methodologies to identify, analyze and document current business processes
Apply Lean improvement methodologies to all initiatives
Leverage Low-Code Applications like UiPath and Power Platform coupled with SQL to provide technical solutions to end-users throughout the company
Steer citizen developers and business partners to ensure consistent and reliable scripts and service through governance
Key Qualifications:
• Strong analytical and problem-solving skills
• Excellent communication and collaboration skills
• Ability to work independently and as part of a team
• Strong understanding of business processes and operations
• Experience with RPA tools and low-code applications
• Bachelor's degree in Computer Science, Information Technology, or related field
What We Offer:
A dynamic and fast-paced work environment
Opportunities for professional growth and development
Competitive salary and benefits package
Working Together:
We are looking for a highly motivated and skilled individual who can collaborate with our team to achieve our goals. If you are a critical thinker with excellent communication skills and a passion for business automation, we encourage you to apply.
The ideal candidate will have a strong understanding of business processes and operations, as well as experience with RPA tools and low-code applications.
Job Title: Business Automation Specialist
Overview: As a key member of our team, you will be responsible for developing and implementing business automation solutions that drive efficiency and productivity.
Responsibilities:
Primary Responsibilities:
Design, develop, deliver, and maintain RPA solutions to automate identified business processes
Use design thinking methodologies to identify, analyze and document current business processes
Apply Lean improvement methodologies to all initiatives
Leverage Low-Code Applications like UiPath and Power Platform coupled with SQL to provide technical solutions to end-users throughout the company
Steer citizen developers and business partners to ensure consistent and reliable scripts and service through governance
Key Qualifications:
• Strong analytical and problem-solving skills
• Excellent communication and collaboration skills
• Ability to work independently and as part of a team
• Strong understanding of business processes and operations
• Experience with RPA tools and low-code applications
• Bachelor's degree in Computer Science, Information Technology, or related field
What We Offer:
A dynamic and fast-paced work environment
Opportunities for professional growth and development
Competitive salary and benefits package
Working Together:
We are looking for a highly motivated and skilled individual who can collaborate with our team to achieve our goals. If you are a critical thinker with excellent communication skills and a passion for business automation, we encourage you to apply.
The ideal candidate will have a strong understanding of business processes and operations, as well as experience with RPA tools and low-code applications.
