Join our team!

 

Directeur/directrice général.e, Québec
À plein temps — basé·e à Montréal

Faites partie de l’histoire d’Israel Bonds. Joignez-vous à notre équipe!

Canada-Israël Valeurs Mobilières Limitée/Israel Bonds recherche un·e leader dynamique et chevronné·e, couramment bilingue en français et en anglais, pour le poste de directeur/directrice général·e, Montréal et région du Québec.

Basé·e à Montréal, le directeur/la directrice général·e est responsable de l’élaboration et de la mise en œuvre d’une stratégie régionale visant à accroître les ventes et à sensibiliser le public à la mission d’Israel Bonds, au moyen de campagnes de vente et d’initiatives de recrutement et de développement du leadership.

Les candidat·e·s doivent avoir une expérience en gestion et de solides compétences en leadership. Une expérience en vente ou en collecte de fonds, comprenant l’élaboration et la mise en œuvre de stratégies, est souhaitable. La connaissance des traditions juives et de la communauté juive de Montréal sont des atouts. Le poste exige de solides compétences en communication et relations, une capacité démontrée d’interagir de manière cordiale, diplomatique et efficace avec des groupes divers, ainsi qu’une aptitude à gérer des enjeux sensibles.

Principales responsabilités du poste :

• Élaborer et mettre en œuvre un plan d’affaires annuel énonçant les activités prévues pour permettre au bureau d’atteindre les objectifs de vente régionaux établis par le siège social.
• Gérer le personnel professionnel et administratif, notamment faire des recommandations d’embauche et de licenciement et mener des évaluations de la performance.
• Superviser les activités de démarchage pour le réinvestissement et l’achat, et entretenir les relations avec les clients importants et les institutions.
• Agir en tant que principal intermédiaire pour les ventes auprès des clients fortunés, des institutions et des entreprises.
• Pratiquer l’analyse client pour s’assurer que les recommandations faites aux clients conviennent à leur situation et à leurs besoins.
  • Cette analyse comprend une évaluation des renseignements fournis par le/la client.e, notamment sur sa situation financière et fiscale et ses objectifs de placement.
  • Repérer les signaux d’alerte rouge/jaune dans le cadre du programme de lutte contre le blanchiment d’argent et en informer la haute direction, le cas échéant.
• Superviser la planification et la mise en œuvre d’événements et de projets spéciaux, y compris recenser et démarcher des invités d’honneur et des conférenciers, et s’assurer de leur participation.
  • Évaluer les activités et événements régionaux en vue de réaliser les objectifs de sensibilisation et de vente.
• Exercer la fonction de principal·e agent·e de liaison avec le siège social.
  • Assister le siège social dans la mise en œuvre de directives, de politiques et de systèmes.
  • Fournir des rapports au siège social, au besoin.
• Se tenir au courant de la situation sociale, politique et économique en Israël, au Canada et aux États-Unis.

Qualifications :

• Cours sur le commerce des valeurs mobilières au Canada (CCVM) exigé; la formation peut être fournie, au besoin
• Baccalauréat avec un minimum de 5 années d’expérience en vente et en gestion
• Expérience en développement de campagnes, y compris en gestion d’événements et en développement de comités
• Couramment bilingue en français et en anglais
• Solides compétences en communication orale et écrite, capacité d’écoute, d’analyse et de persuasion et aptitudes relationnelles
• Maîtrise des logiciels Microsoft Word, Excel, Outlook et PowerPoint
• Maîtrise des logiciels de gestion des relations clients, tels que Salesforce
• Solides compétences en réseautage et capacité d’interagir aisément avec la clientèle et le personnel à tous les échelons

Autorisation de sécurité

La vérification des antécédents doit être satisfaisante.

 

Les candidat·e·s doivent faire parvenir leur cv avec une lettre d’accompagnement expliquant leur motivation pour ce poste, et indiquant tout autre renseignement pertinent, y compris leurs attentes salariales, au plus tard le 22 août 2022, à : Careers@israelbonds.ca

Nous remercions tous les candidat·e·s de leur intérêt. Veuillez noter qu’en raison du volume prévu des candidatures, nous ne contacterons que les candidat·e·s sélectionné·e·s.

---

 

Executive Director, Quebec
Full-Time – Montreal Office

Be a Part of Israel Bonds Story.  Join Our Team!

Canada-Israel Securities, Limited / Israel Bonds is seeking a fluently bilingual French- and English-speaking, dynamic, and seasoned leader for the full-time position of “Executive Director, Quebec”.

Based in Montreal, the Executive Director is responsible for developing and implementing a regional strategy to increase the sales and awareness of Israel Bonds through sales, campaigns, and lay leadership development and recruiting.

Applicants will have previous management experience and possess strong leadership skills. Sales and/or fundraising experience, including developing and implementing strategies, is preferred. Knowledge of Jewish traditions and an understanding of the Jewish community in Montreal are assets. The applicant will have strong communication and interpersonal skills, a demonstrated ability to interact warmly, diplomatically, and effectively with diverse groups as well as the ability to manage sensitive issues.

 

Responsibilities for this position include though are not limited to the following:

• Develop and implement an annual written business plan, including activities and sales outreach, for the office and region to attain the sales targets established by the National Office.
• Manage professional and administrative staff, including making hiring and firing recommendations and performance evaluations.
• Oversee and participate in solicitations for reinvestments and new purchases and maintain relationships with significant customers and institutions.
• Act as the prime conduit for high-end individual, institutional, and corporate sales.
• Conduct “Know Your Customer” analysis to assure that recommendations to customers are suitable based on his/her situation and needs.
  • Such analysis includes a review of information such as customer’s financial status, tax status, and investment objectives.
  • Recognize red/yellow flags for anti-money laundering program and escalate, as appropriate.
• Supervise the planning and implementation of events and special projects including solicitation, identification and securing of honorees & guest speakers.
  • Evaluate all regional events and activities to ensure objectives and sales goals.
• Serve as primary liaison with the National Office.
  • Assist the National Office in the implementation of guidelines, policies, and systems.
  • Provide required reports as necessary to National Office.
• Maintain knowledge of the social/political/economic situation in Israel, Canada, and the US.

 

Qualifications

• Canadian Securities Course license required; will provide training, if needed.
• Bachelor's degree with a minimum of 5 years of sales and management experience.
• Background in campaign development, including event management and Division Committee development.
• Fluently bilingual in French and English.
• Strong oral, written, analytical, listening, persuasive and interpersonal skills.
• Proficient in Microsoft Word, Excel, Outlook, and PowerPoint.
• Proficiency with CRM software, preferably Salesforce.
• Strong networking skills with the ability to comfortably interface with all levels of clientele and staff.

Security Clearance

Must successfully pass a background check.

 

Applicants should submit resume and cover letter outlining why this opportunity appeals to them and salary expectations. Please send to Careers@IsraelBonds.ca by August 31, 2022.

We thank all applicants for their interest. Please note that due to the volume of resumes, only candidates selected for an interview will be contacted.

 

Administrative Assistant, Six-Month Contract — Toronto Office

Be a Part of the Israel Bonds Story! A position at Israel Bonds will offer you a rewarding opportunity; fulfill the desire to help the State of Israel, be involved in the community, and use your excellent organizational, multitasking, and communication skills.

Canada Israel Securities, Limited / Israel Bonds is currently seeking an Administrative Assistant Professional for the Marketing & Communications Department in our Toronto office for a six-month contract. The ideal candidate has a love and awareness of details, and an understanding that the coordination of them is what allows the department to function and ultimately be successful. This candidate derives a sense of pride and satisfaction in the knowledge that they are an integral part, if not the driving force, of that critical culmination.

Reporting to the Vice President of Marketing & Communications, the successful candidate will have exceptional communication skills and command of the English language, with a high degree of professionalism. They will have initiative and be curious, meticulous, intuitive, process-driven, tech savvy, efficient, and above all else—profoundly organized. Day-to-day work is accomplished using the full suite of MS Office 365 applications.

The Administrative Assistant will be responsible for assisting and supporting all administrative needs of the department in a wide range of cross-Canada and Israel Bonds International (UK, Europe & Latin America) initiatives, and includes but is not limited to the following:

 

Responsibilities for this position include:

• Managing a busy department calendar with a high number of annual deliverable dates in addition to many tight deadlines, meetings, and campaign dates.
• Meeting management: scheduling, attending, agenda creation, Zoom/Webex hosting, minutes/notes, tracking actionables.
• Archiving and record maintenance: compiling and saving all files with intuitive naming conventions and file paths. Keeping repository clean, current, and organized.
• Coordinating all incoming department requests, acting as the prime conduit for ensuring all necessary pieces of information have been provided.
• Email communication, including being copied on all department correspondence to stay abreast of, on a macro level, all things coming in and out of the department.
• Research and information gathering: requesting, compiling, and presenting information to decision makers.
• MailChimp email administration: scheduling emails and managing Mailchimp recipient lists and groups.

 

Qualifications:

• University degree or college diploma with a minimum of 3 years of administrative experience
• Proven proficiency with MS Office 365: Outlook, Excel, Word, PowerPoint
• Passion for the work of Israel Bonds and a desire to positively impact our community and the State of Israel

 

Core Competencies

• Tech-savvy: confident with learning and using software proficiently
• Excellent interpersonal and verbal and written communication skills; sound business etiquette
• Meticulous with an extremely keen attention to detail
• Thrives when multitasking and strategically negotiates urgent and important parallel tasks with competing priority
• Organizational mastermind who confidently tracks and meets deadlines
• Ability to provide anticipatory and intuitive administrative support
• Highly motivated with the ability to work with a collaborative team as well as independently
• A resourceful, results-oriented, curious problem-solver who assertively acquires or asks for clarification, direction, or additional information as needed
• Accountability and dependability, guided by ethics and acts with integrity

 

Technical Proficiencies

• Outlook, Excel, Word, PowerPoint—proficiency required
• Smartsheet—training will be provided
• Zoom—familiarity, further training can be provided
• Webex—familiarity, further training can be provided
• Mailchimp—familiarity, further training can be provided
• Eventbrite—training will be provided
• Adobe Reader—familiarity

 

Please e-mail your resume and cover letter indicating salary requirement to: Careers@IsraelBonds.ca

We thank all applicants for their interest. Please note that due to the volume of resumes, only candidates selected for an interview will be contacted.

 

Customer Service Representative, Registered Representative
Full Time — Toronto Office

Israel Bonds is expanding its customer service team! The successful candidate will have strong customer service and sales skills, has experience working with the Jewish community and shares a passion and love for the State of Israel.  They will bring excellent sales experience, relationship-building, and customer service skills in a professional, high-tech environment. Israel Bonds offers a competitive salary, learning opportunities, and comprehensive benefits package.

We are seeking a full-time Customer Service Representative (CSR) in the Sales Department based out of the Toronto office. Reporting to the Director, Customer Relationship Management, the CSR will be responsible for identifying opportunities and understanding the sales process of Israel Bonds products and client services, including though not limited to the following:

• Speak with existing clients and new prospects.
• Assist in growing the volume of sales, achieving and/or exceeding annual sales objectives.
• Provide the highest level of client experience in every customer interaction.
• Ensure accurate client- and sales-related data entry.
• Maintain confidentiality of customer information.

• Adhere to all company policies and procedures.

Requirements

 

• Canadian Securities Course (CSC) designation required; will provide training as needed.
• Experience using CRM software (preferably Salesforce).
• Proficiency with MS Office (Outlook, Word, Excel).
• Professional and friendly telephone manner.
• Strong verbal, written, analytical, problem solving, and communication skills.
• Fluent English communication abilities, both written and verbal.
• Prior community experience as well as interest and/or experience in Israel and/or Jewish community affairs.

Interested applicants should reference “Customer Service Representative / Registered Representative, Toronto - Permanent / Full Time” in the subject line and submit resume and cover letter, including salary requirements, to Careers@IsraelBonds.ca

 

We thank all applicants for their interest. Please note that due to the volume of resumes, only candidates selected for an interview will be contacted.

 

Operations Associate, Full Time — Toronto Office

Working with Israel Bonds will offer you a rewarding opportunity; fulfill the desire to help the State of Israel, be involved in the community and use your excellent customer service, relationship, and sales skills in a professional, high-tech environment. We offer a competitive salary, learning opportunities and comprehensive benefits package.

Israel Bonds is currently seeking one full-time Operations Associate, based out of the Toronto office. Reporting to the Director of Operations, the Operations Associate will be responsible for the data processing and daily transactions of Israel Bonds products and client service, including though not limited to the following:

Role and Responsibilities

• Input data such as new investments into computerized databases, spreadsheets, and other templates
• Update and maintain integrity of customer records in database
• Process investments and other transactions such as redemptions from local and other offices across Canada
• Assist Director of Operations as needed
• General administrative duties
• Run weekly sales reports
• Liaise with financial advisors and brokerage firms to facilitate all brokerage transactions

Core Competencies

• Knowledge of Salesforce is an asset
• Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, Word)
• Ability to learn and use database proficiently
• Customer focus
• Communication, including strong verbal and written communication skills
• Problem solving and results-oriented
• Adaptability / Flexibility
• Ability to multitask and meet deadlines
• Creative and innovative thinking
• Ethics and integrity
• Accountability and dependability
• Teamwork

Interested applicants should reference “Operations Associate” in the subject line and submit resume and cover letter to Careers@IsraelBonds.ca

 

We thank all applicants for their interest. Please note that due to the volume of resumes, only candidates selected for an interview will be contacted.