Overview of salaries statistics of the profession "Insurance Sales Associate in "

Application Deadline: 06/01/2024Address: 8211 104th Street NWJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless execution.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$35,000.00 - $52,000.00Pay 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: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt 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 https://jobs.bmo.com/ca/en .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.

Application Deadline:06/21/2024Address:525 8th Ave SW East TowerJob Family Group:Commercial Sales & ServiceAbout BMO Capital Partners Established in 1998, BMO Capital Partners is a Canadian-based investor with C$1.5 billion under management. Its evergreen investment program is built upon minority equity co-investments and subordinated debt as well as venture, growth and private equity fund investments. The fund invests across a broad range of industries to support companies in all stages of growth, with acquisitions, buyouts, expansions, restructurings and growth capital. Through its investment teams located in Toronto, Montreal, Vancouver and Calgary, BMO Capital Partners has invested more than C$1 billion over the last five years. Role DescriptionWe are seeking a highly motivated individual to join the Calgary based team of investment professionals. The Associate will play a key role in working with Directors and Managing Directors to source, analyze and execute private equity, fund and junior debt investments. The day-to-day responsibilities of the Associate will include:Assist in evaluating direct equity, fund investments, subordinated debt and special opportunities;Contribute to the planning and completion of due diligence;Own financial modelling, including building and sensitizing LBO models;Draft investment committee memos and materials;Assist in legal documentation negotiation and review;Monitor existing portfolio companies and prepare quarterly valuations;Build relationships with Private Equity, Growth Equity and Venture Capital Firms;Collaborate with colleagues across BMO Financial Group, Canadian Commercial Banking and Capital Markets;Monitor investment trends, develop investment theses and pitch on potential investment ideas;Assist in special projects as required.QualificationsThe following qualifications are a must:2-4 years of experience within Investment Banking, Private Equity, Venture Capital, Fund Investing, Leveraged Finance, Restructuring, Transaction Advisory or other relevant areas;Deep understanding of capital structure and working knowledge of principal investing;High level of proficiency in Excel and excellent financial modelling skills;Ability to work independently on a number of concurrent transactions with limited direction;Ability to navigate between industries with a deep understanding of the financing needs of private companies from early to mature stage;Experience working in a multiple member deal team context;Proactive attitude, mature, deep sense of ownership and initiative.The following qualifications will be considered an asset:CFA, CPA, CA, CBV designation or MBA;Experience in conducting due diligence.LinkedIn ProfileFor more information on BMO Capital Partners, including recently completed transactions, portfolio news and industry updates, visit our LinkedIn page in the url below. https://www.linkedin.com/company/bmo-capital-partners/Compensation and Benefits:$68,000.00 - $126,000.00Pay 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: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt 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 https://jobs.bmo.com/ca/en.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.

YOUR ROLE As the full-time Sales Leader, you support the Store Leadership Team by rocking out strong LOD (Leader on Duty) shifts and ensuring a stellar guest experience. You hold down the daily operations of the store as needed. You train, motivate and celebrate associates and you have a passion for driving killer sales results. Most importantly, you represent our company values and bring your REAL self to work every day.   YOUR RESPONSIBILITIES You have a passion for driving sales: As a key LOD (Leader on Duty), you're an expert at driving sales by maximizing Fitting Room and Salesfloor productivity and building guest loyalty through a best-in-class, in-store guest experience. You support Store Leadership in doing what it takes to maximize business opportunities to drive KPI results. You're a people leader: You're all about motivating and inspiring the team through AEO's core values. You're a role-model leader and you always hold associates accountable to rocking AEO's service standards, especially on the Salesfloor and in the Fitting Room. You've got an eye for talent and a love of training: You make it a top priority to recruit and hire strong talent to ensure the store is always staffed to meet business needs. You take pride in training and developing associates to ensure they continue to provide outstanding service and represent a Guest First culture. You know that teamwork makes the dream work: You challenge Sales and Stock Associates with clear, attainable goals and consistently provide ongoing performance feedback through real-time coaching. You motivate associates and drive engagement by celebrating outstanding performance - #winning! You're a visual & operational innovator: You're a natural at executing and innovating daily visual and operational procedures including shipment processing, merchandising moves and visual standards. Most importantly, you ensure the Fitting Rooms are always guest-ready and rocking AEO Brand Standards. Integrity is your middle name: You ensure store safety standards are maintained, you're committed to Asset Protection standards, you always adhere to AEO's policies and procedures, and you do the right thing - always. YOU'D BE GREAT FOR THIS ROLE IF: You love AE and Aerie products! You've led teams in a retail management role previously - #practicemakesperfect! You can multi-task and have attention to detail; priority-setting and time management are your strong suits. Business acumen? You've got it! You have flexible availability - you're available to work when the guest shops! OUR ASSOCIATES LOVE AEO BECAUSE: They work with REAL people - there's nothing like your #AEOFamily. They're given opportunities for development, the chance to learn new skills, and are offered great potential for career advancement. They receive 40% off product at both AE & Aerie year-round (plus additional seasonal discounts with new Floorsets!) They participate in store contests for the chance to win FREE merchandise and other exclusive prizes.

Application Deadline: 06/27/2024Address: 525 8th Ave SW East TowerJob Family Group:Commercial Sales & ServiceFacilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.Establishes cross-selling initiatives to increase penetration with client.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.May coordinate closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Conducts independent analysis and assessment to resolve strategic issues.Helps determine business priorities and best sequence for execution of business/group strategy.Acts as the prime subject matter expert for internal/external stakeholders.Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.Designs and produces regular and ad-hoc reports, and dashboards.Maintains current on financing trends in target clients' markets, and communicate same to team members.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Oversees preparation of concise, well reasoned credit correspondence.Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.Negotiates transactions with clients and provides deal structuring expertise.Oversees documentation and ongoing monitoring of asset and client performance.May manage work flow of other analysts by aligning tasks with departmental goals and objectives.Provides accurate financial analysis and risk assessment of new and existing customers.Partners with internal stakeholders for accurate, detailed client information.Develops credit information to make lending decisions on new, renewal and extension loans.Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.Prepares summary, present facts and offer opinions concerning credit worthiness.Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.Provides input into the planning and implementation of operational programs.Builds effective relationships with internal/external stakeholders.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Banking experience is needed.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$68,000.00 - $126,000.00Pay 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: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt 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 https://jobs.bmo.com/ca/en .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.

Application Deadline:06/27/2024Address:525 8th Ave SW East TowerJob Family Group:Commercial Sales & ServiceFacilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.Establishes cross-selling initiatives to increase penetration with client.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.May coordinate closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Conducts independent analysis and assessment to resolve strategic issues.Helps determine business priorities and best sequence for execution of business/group strategy.Acts as the prime subject matter expert for internal/external stakeholders.Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.Designs and produces regular and ad-hoc reports, and dashboards.Maintains current on financing trends in target clients' markets, and communicate same to team members.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Oversees preparation of concise, well reasoned credit correspondence.Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.Negotiates transactions with clients and provides deal structuring expertise.Oversees documentation and ongoing monitoring of asset and client performance.May manage work flow of other analysts by aligning tasks with departmental goals and objectives.Provides accurate financial analysis and risk assessment of new and existing customers.Partners with internal stakeholders for accurate, detailed client information.Develops credit information to make lending decisions on new, renewal and extension loans.Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.Prepares summary, present facts and offer opinions concerning credit worthiness.Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.Provides input into the planning and implementation of operational programs.Builds effective relationships with internal/external stakeholders.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Banking experience is needed.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$68,000.00 - $126,000.00Pay 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: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt 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 https://jobs.bmo.com/ca/en.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.

Application Deadline:06/14/2024Address:525 8th Avenue SWJob Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Calgary is $40, 000 and this role may be eligible to receive a monthly discretionary bonus.Compensation and Benefits:$35,000.00 - $64,900.00Pay Type: Salaried & CommissionThe 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: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt 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 https://jobs.bmo.com/ca/en.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.

Application Deadline: 05/17/2024Address: 137th Avenue & 66th StreetJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless execution.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$35,000.00 - $52,000.00Pay 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: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt 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 https://jobs.bmo.com/ca/en .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.

Sales Specialist, Pro Services (Full Time) Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc. Opportunities for advancement within the company An employer that’s involved in the community Teamwork and ongoing training A comprehensive training program for all new hires A student incentive program And much more! At RONA, over 22,000 employees let their passion blossom every day. Our teams from the RONA+, RONA, Réno-Dépôt, and Dick’s Lumber banners across Canada are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve.You’ve got the talent? We’ve got the tools! Here, your work and ideas will contribute to building a flourishing organization. Your voice will always be heard and valued. You’ll find career opportunities that live up to your ambitions and be able to further develop your unique set of skills. So if you’re looking to do what you love, we could be a perfect match.Our expectations:The primary function of the Sales Specialist, Pro Services is to serve as the store expert on Pro sales by providing detailed product information to both customers and other RONA associates.Your role: Maximize sales and margins by pursuing and contacting targeted customers, identifying and exploring sales opportunities by asking questions, developing action plans for sales opportunities, and abiding by Pro services monthly program, call targets, and directives, including following up on sales and quotes, maintaining inventory levels to support sales, preparing sales transactions, planning and arranging deliveries, ensuring orders are sold and tracked, and continuously establishing relationships with new and building relationships with current customers Provide excellent customer service through the daily execution of RONA customer service programs, proactively resolving root causes of customer issues Follow up on completed orders to ensure customer satisfaction Collaborate with other employees to assist customers as needed in locating, selecting, carrying, and loading merchandise in support of all customers with a focus on the Pros Open business accounts as requested and handle government accounts Maintain a safe and secure work environment by complying with company policies and procedures for merchandising, housekeeping, safety, and monitoring for potential theft or security risks Complete all other duties as assigned The qualifications we are looking for: High school diploma or equivalent Ability to identify and resolve customer issues, assisting customers in locating products, greeting customers, answering phones, building relationships with customers, and thanking customers for their business At least 1 year of experience entering and submitting customer sales orders, including special orders At least 2 years of experience identifying and selling products based on customer needs or plans and following up on outstanding or incomplete customer orders, sales, or installs At least 2 years of experience in providing exceptional customer service, including greeting customers, answering phones, thanking customers for their business, pulling orders for delivery, pricing jobs, calculating job lot quantities, following up with customers, and cold calling At least 1 year of experience promoting product-related services and plans such as installations, deliveries, credit financing, or extended protection plans At least 2 years of experience in a sales environment with required sales goals or metrics At least 2 years of experience in a trade directly related to commercial sales At least 2 years business-to-business sales experience Ability to lift up to 40 pounds daily without assistance RONA is committed to encouraging diversity and inclusion. We are pleased to consider applications from all qualified candidates, regardless of race, colour, religion, sexual orientation, gender, nationality, age, disability, or any other protected status. Apply Now

Application Deadline: 05/20/2024Address: 145 Ordze AvenueJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless execution.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$35,000.00 - $52,000.00Pay 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: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt 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 https://jobs.bmo.com/ca/en .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.

Application Deadline: 06/27/2024Address: 525 8th Ave SW East TowerJob Family Group:Capital Mrkts Sales & ServiceProvides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.Participates in deal teams to develop, present, and win mandates for new opportunities.Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.Initiates contact with partners for new client sales.Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.Reviews and continually monitors performance of existing accounts and client relationships.Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).Identifies opportunities to diversify client portfolios.Identifies opportunities for increased efficiency and improved service to internal and external clients.Provides analytical findings to deal teams.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Creates financial models to analyze client portfolios and anticipate client needs.Uses financial analysis to proactively identify opportunities to cross-sell.Generates updated financial models / analyses as dictated by business needs and industry requirements.Analyzes/ assesses industry compilations.Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).Provides feedback on, and supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.Delivers financial modeling to support strategic recommendations to clients.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.MBA degree preferred.3+ years of investment banking or valuation experience at a financial analyst level.Knowledge of capital markets, investment banking products and applicable regulations.Credit analysis experience/ understanding.Good knowledge of the organizational portfolio management policies and objectives.Demonstrates solid deal/transaction execution and/or project management skills.Exceptional skills in quantitative analytics, financial modeling and credit analysis skills.Expertise in financial computer applications and database management tools.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:Pay 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: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt 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 https://jobs.bmo.com/ca/en .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.

Senior Insurance AdvisorCalgary (East Village), AB, 1111 Olympic Way SE #300, Calgary, Alberta, Canada • Calgary , AB, Calgary, Alberta, Canada Req #3010Tuesday, May 21, 2024We're searching for a Senior Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in our Calgary East Village, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience. This is a great opportunity for an experienced PL insurance advisor to work on an established book of business. Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibilities for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Senior Insurance Advisor, you promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You'll also manage more complex insurance case s and help team members reach their potential.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion At least 2 years of insurance industry experience Insurance broker level 2 license and working towards CAIB/CIP (financial support provided!) Once here, you'll: Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles Practice excellent customer service and prioritize client relationship management by actively listening to queries and concerns Collaborate with a supportive team to reach organizational goals Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Calgary (East Village), AB, 1111 Olympic Way SE #300, Calgary, Alberta, Canada Calgary , AB, Calgary, Alberta, Canada

Senior Insurance AdvisorEdmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada • Leduc, AB, 5008 48A Street, Leduc, Alberta, Canada Req #3044Tuesday, May 21, 2024We're searching for a Senior Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in our Leduc, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience. This is a great opportunity for an experienced PL insurance advisor to work on an established book of business. Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibilities for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Senior Insurance Advisor, you promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You'll also manage more complex insurance case s and help team members reach their potential.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion At least 2 years of insurance industry experience Insurance broker level 2 license and working towards CAIB/CIP (financial support provided!) Once here, you'll: Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles Practice excellent customer service and prioritize client relationship management by actively listening to queries and concerns Collaborate with a supportive team to reach organizational goals Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Edmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada Leduc, AB, 5008 48A Street, Leduc, Alberta, Canada

Associate Account Executive- Contract Are you looking for an opportunity to join a global leader in the professional services space? This could be the perfect opportunity for you!This role is subject to our SmartWorking policy, which may allow for a hybrid work style from either our Calgary or Edmonton Office. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permitAon is in the business of better decisionsAt Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.What the day will look likeEach day is unique in this role. The daily work may look like any combination of tasks, such as:Managing the client renewal process and collaborating with all members of the client team on marketing requirements, deadlines and deliverables on assigned accounts.Identifying specific client risk exposures.Establishing account specific service plans and delivery approaches which support coverage solutions and provide continued opportunity for Aon product / service exposure.Coordinating client information with the Broking Team to initiate renewal process.Servicing existing programs, defining routine risk exposure, and providing first level advice on general policy coverages under the direction of the principle Account Executive.Preparing client service summaries, program reports and client survey information for review by Service Team Management.Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations.Receiving policy contracts from the Broking Team, providing first level review to ensure apparent client needs have been met.Reviewing endorsements, cover notes and certificates of insurance produced by the Client support team to ensure their accuracy and completion in support of the team’s service plan.Leading by example by demonstrating and sharing with all lines of business the importance of best practice.Other related duties and responsibilities as assigned.Handling and servicing an assigned book of accounts.How this opportunity is differentAs part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions in Edmonton, Aon Reed Stenhouse office.Skills and experience that will lead to success3 + years of insurance industry experience;Level I Insurance License is required;Level II Insurance License is preferredExcellent interpersonal, communication, and presentation skills, both verbally and written;Client focused with proven relationship building skills;Ability to work collaboratively as a key member of a team and independently with minimum supervision.How we support our colleaguesIn addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected]#li-lk1  2544236

Application Deadline: 06/13/2024Address: 101 Crowfoot Way NWJob Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.P lease note the base salary for this specific position in Calgary is $40,000. Compensation and Benefits:$35,000.00 - $64,900.00Pay Type: Salaried & CommissionThe 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: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt 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 https://jobs.bmo.com/ca/en .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.

Senior Insurance AdvisorPincher Creek, AB, 737 Main Street, Pincher Creek, Alberta, Canada Req #3063Monday, May 27, 2024We're searching for a Senior Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in our Pincher Creek, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience. This is a great opportunity for an experienced PL insurance advisor to work on an established book of business. Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibilities for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Senior Insurance Advisor, you promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You'll also manage more complex insurance case s and help team members reach their potential.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion At least 2 years of insurance industry experience Insurance broker level 2 license and working towards CAIB/CIP (financial support provided!) Once here, you'll: Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles Practice excellent customer service and prioritize client relationship management by actively listening to queries and concerns Collaborate with a supportive team to reach organizational goals Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Pincher Creek, AB, 737 Main Street, Pincher Creek, Alberta, Canada

Application Deadline: 06/13/2024Address: 525 8th Ave SW East TowerJob Family Group:Commercial Sales & Service Role Overview As an Associate Director, National Accounts, you will be working with a portfolio of large automotive dealership groups, daily car rental/leasing companies and truck dealerships (EBITDA of $25+ million) that have sophisticated financial needs (credit/loans of $150+ million), including cashflow-based financing for acquisitions and dividend/shareholder loans, real estate/construction financing, multi-lender syndications, and alternative debt capital structures (e.g. high yield and sub-debt). Primary accountability for the Associate Director, National Accounts is monitoring the portfolio and ensuring it operates in good standing along with performing financial statement analysis, financial modeling, and credit writing to support high quality credit/loan submissions for new and existing clients. You will work closely with the Managing Director, National Accounts, in a fast-paced environment, to grow the portfolio by being involved with pitches for new financing opportunities with prospects & existing clients and growing share of wallet. Together with the Managing Director, National Accounts, you will maintain and promote an exceptional client service environment and experience to continually achieve industry leading NPS scores for client satisfaction. This is an important role that will report directly to the Head of National Accounts. The candidate must be self-motivated and well-organized, with strong expertise in risk assessment, financial analysis and portfolio management. The candidate must also possess excellent financial analysis and modeling skills and will be able to demonstrate these skills based on their ability to analyze a significant amount of information and present it in a clear and concise manner. Key Responsibilities Portfolio Management Provides accurate and detailed financial analysis and risk assessment of new and existing customers and provides credit/finance structuring expertise regarding key credit terms such as capital structure, financial covenants, amortization periods, financial statement presentation of Borrower/Credit Group etc. Collaborates with clients in the development of financial models and other analytical tools to assist clients in evaluating capital structure and financing structure. You will lead working sessions with clients and internal stakeholders to obtain buy in to finalize financial models as appropriate (e.g. new deal or credit increase opportunities, annual reviews, restructurings etc.). Prepares detailed written analysis of credit requests, new business, and annual reviews through credit/loan submissions and credit committee memos done in a timely manner, well written and concisely identifying relevant credit risks and mitigating factors (you will need to stay ahead of industry, economic and finance trends for the automotive sector). As part of the analysis and underwriting of each credit opportunity, you will need to stay on top of required due diligence for each throughout the process. Makes credit/lending decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Performs ongoing monitoring and management of assigned portfolio of accounts (e.g. financial statement reporting, financial covenant reporting & performance, borrowing base maintenance etc.), completing annual reviews ahead of expirations and identifying potential problem accounts for enhanced monitoring. Relationship Management & Business Development Coordinates the preparation and delivery of customized lending proposals and pitches to prospective and existing clients, including leading financial analysis and credit correspondence to support the same. Consults regularly with internal stakeholders (i.e. Managing Director, Credit Risk Management, Cash Management, Capital Markets, Wealth Management, Loan Operations etc.) and external stakeholders (prospects/clients and their advisors, accountants & lawyers) as necessary in completing credit-related requests, including underwriting, loan documentation and obtaining necessary deal structure requirements as applicable. Ensures a high-quality client experience, while building long-term relationships, and acts as a trusted advisor to internal and external stakeholders. Assists in coordination/negotiation of terms and conditions, loan documentation and deal closing with internal and external stakeholders made via in person, phone and e-mail interaction. Provides thought leadership (i.e. published articles, social media posts etc.) and keeps abreast of automotive industry trends to constantly deepen expertise and build eminence in the marketplace along with internal and external stakeholders. Internal Collaboration Manages the workflow of other analysts and other bank-provided supporting resources to efficiently complete transitional tasks within tight timelines to support client monitoring and deliverables (e.g. financial spreading, financial covenant reporting and monitoring, receipt of financial/client information). Helps determine deal team priorities & key account plans and best sequence for execution of same. Works with other team members and deal teams in National Accounts across Canada on an as-needed basis in support of a "one team" approach to execute Business Unit strategy and achieve overall business targets/objectives. Partners with internal stakeholders for accurate, detailed client information. Remains current on financial and credit trending in the portfolio and communicates the same to Senior Management. Actively shares thought leadership, best practices, and/or industry knowledge within the team and business unit. Broader work or accountabilities may be assigned as needed. Qualifications for Success Undergraduate/Graduate degree in finance, accounting, business administration, and/or economics/commerce. Typically - at least 4-5 years of relevant accounting, financial/credit analysis, business/commercial banking and/or corporate finance experience. Automotive experience is not required. Holding a professional designation (CPA/CFA/CBV) is an asset. Strong understanding of financial, capital structuring and/or credit analysis gained through business and/or educational experience. Excellent financial modeling skills - In-Depth. Superior presentation and PowerPoint skills - In-Depth. Strong verbal & written communication skills - In-Depth.Ability to learn quickly, be proactive and manage priorities - In-Depth. Collaboration & team skills - In-Depth. Analytical and problem-solving skills - In-Depth. Time and resource management - In-Depth. Negotiation/influencing skills - In-Depth.Compensation and Benefits:$68,000.00 - $126,000.00Pay 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: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt 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 https://jobs.bmo.com/ca/en .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.

Join a diverse and talented team For years now, we’ve been designing lingerie and swimwear for everyday living. Why do we do what we do? Because we want women around the world to look and feel their best! Join our dynamic team to start a stimulating professional career in a committed and constantly evolving environment. We’re a proudly local company with more than 4,600 employees and more than 287 stores across Canada and in 19 countries around the globe (100 stores). Exclusive job perks 50% discount on all products; Flexible hours; Hybrid work from home schedule (head office); Opportunities for advancement within the company; Being part of a family-owned business committed to the community; Performance bonuses (in-store sales or management position); Recognition program for years of service; Innovation program to encourage idea sharing; Referral bonus ; Dayforce Wallet (pay on demand: you’ll be able to access a portion of your pay as soon as your shift ends). For full-time employees: Group insurance plan; Three (3) to five (5) paid personal days (depending on the position); Minimum of 2% employer contribution to your RRSP. BANNER : LA VIE EN ROSE Chinook Centre You’re the ideal candidate for us if: You have previous sales experience; You love clothing that celebrates feel-good femininity (like lingerie, sleepwear and swimwear); You listen to customers’ needs to provide exceptional customer service; You’re proactive and conscientious; You’re open to working holidays and longer hours during busy periods (depending on your availability); You’re looking for a career that constantly offers new challenges; You are functionally bilingual (an asset). Ready to put your talent to work? Join a fun and dynamic team in a role with plenty of opportunities to grow! What a typical workday looks like Under the supervision of the store management team, you will be responsible for assisting and advising customers while working to maximize sales. Here’s how: Give a warm welcome to every customer who comes into the store; Help them find everything they’re looking for-answer their questions, explain the products (quality, materials, technical features) and suggest other products they might like; Make yourself available when customers are in the fitting room; Meet and exceed your personal sales goals (our training will help you get there!); Prepare, identify and place products on the sales floor to provide a memorable shopping experience; Ensure everything is clean and tidy in the store and backstore; Be on the lookout for new products so you can share your top picks with your customers; Accompany customers to the cash register and process their transactions; Respect and apply the policies and procedures of the various head office departments (don’t worry, we’ll explain everything to you!); Perform other duties where needed to support the team. PERMANENT, PART TIME The information on this site is for information purposes only and is not intended to have legal consequences. La Vie en Rose is committed to employment equity. La Vie en Rose has put in place an adaptation process that provides accommodation for selected candidates for an interview. Apply Now

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your job: Ensure effective communication between all parties (clients, advisors, and various collaborators) Provide superior customer service in person, on the phone, and by email Analyze client accounts to prepare for activities that support wealth advisors in their business development Diligently carry out transactions related to investment accounts Open and update client files Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings Ensure adherence to compliance and risk management rules Your team: National Bank Financial - Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 wealth advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you. Prerequisites: College diploma in a related field At least one year of relevant experience in a related field such as banking operations, customer service, or administration Good knowledge of the Microsoft Office suite Organizational and priority management skills #INDGP Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!

Application Deadline:06/13/2024Address:525 8th Ave SW East TowerJob Family Group:Commercial Sales & ServiceRole OverviewAs an Associate Director, National Accounts, you will be working with a portfolio of large automotive dealership groups, daily car rental/leasing companies and truck dealerships (EBITDA of $25+ million) that have sophisticated financial needs (credit/loans of $150+ million), including cashflow-based financing for acquisitions and dividend/shareholder loans, real estate/construction financing, multi-lender syndications, and alternative debt capital structures (e.g. high yield and sub-debt). Primary accountability for the Associate Director, National Accounts is monitoring the portfolio and ensuring it operates in good standing along with performing financial statement analysis, financial modeling, and credit writing to support high quality credit/loan submissions for new and existing clients. You will work closely with the Managing Director, National Accounts, in a fast-paced environment, to grow the portfolio by being involved with pitches for new financing opportunities with prospects & existing clients and growing share of wallet. Together with the Managing Director, National Accounts, you will maintain and promote an exceptional client service environment and experience to continually achieve industry leading NPS scores for client satisfaction. This is an important role that will report directly to the Head of National Accounts. The candidate must be self-motivated and well-organized, with strong expertise in risk assessment, financial analysis and portfolio management. The candidate must also possess excellent financial analysis and modeling skills and will be able to demonstrate these skills based on their ability to analyze a significant amount of information and present it in a clear and concise manner.Key ResponsibilitiesPortfolio Management Provides accurate and detailed financial analysis and risk assessment of new and existing customers and provides credit/finance structuring expertise regarding key credit terms such as capital structure, financial covenants, amortization periods, financial statement presentation of Borrower/Credit Group etc. Collaborates with clients in the development of financial models and other analytical tools to assist clients in evaluating capital structure and financing structure. You will lead working sessions with clients and internal stakeholders to obtain buy in to finalize financial models as appropriate (e.g. new deal or credit increase opportunities, annual reviews, restructurings etc.). Prepares detailed written analysis of credit requests, new business, and annual reviews through credit/loan submissions and credit committee memos done in a timely manner, well written and concisely identifying relevant credit risks and mitigating factors (you will need to stay ahead of industry, economic and finance trends for the automotive sector). As part of the analysis and underwriting of each credit opportunity, you will need to stay on top of required due diligence for each throughout the process.Makes credit/lending decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.Performs ongoing monitoring and management of assigned portfolio of accounts (e.g. financial statement reporting, financial covenant reporting & performance, borrowing base maintenance etc.), completing annual reviews ahead of expirations and identifying potential problem accounts for enhanced monitoring.Relationship Management & Business DevelopmentCoordinates the preparation and delivery of customized lending proposals and pitches to prospective and existing clients, including leading financial analysis and credit correspondence to support the same.Consults regularly with internal stakeholders (i.e. Managing Director, Credit Risk Management, Cash Management, Capital Markets, Wealth Management, Loan Operations etc.) and external stakeholders (prospects/clients and their advisors, accountants & lawyers) as necessary in completing credit-related requests, including underwriting, loan documentation and obtaining necessary deal structure requirements as applicable.Ensures a high-quality client experience, while building long-term relationships, and acts as a trusted advisor to internal and external stakeholders.Assists in coordination/negotiation of terms and conditions, loan documentation and deal closing with internal and external stakeholders made via in person, phone and e-mail interaction.Provides thought leadership (i.e. published articles, social media posts etc.) and keeps abreast of automotive industry trends to constantly deepen expertise and build eminence in the marketplace along with internal and external stakeholders. Internal CollaborationManages the workflow of other analysts and other bank-provided supporting resources to efficiently complete transitional tasks within tight timelines to support client monitoring and deliverables (e.g. financial spreading, financial covenant reporting and monitoring, receipt of financial/client information).Helps determine deal team priorities & key account plans and best sequence for execution of same.Works with other team members and deal teams in National Accounts across Canada on an as-needed basis in support of a “one team” approach to execute Business Unit strategy and achieve overall business targets/objectives.Partners with internal stakeholders for accurate, detailed client information.Remains current on financial and credit trending in the portfolio and communicates the same to Senior Management.Actively shares thought leadership, best practices, and/or industry knowledge within the team and business unit.Broader work or accountabilities may be assigned as needed.Qualifications for SuccessUndergraduate/Graduate degree in finance, accounting, business administration, and/or economics/commerce.Typically - at least 4-5 years of relevant accounting, financial/credit analysis, business/commercial banking and/or corporate finance experience. Automotive experience is not required.Holding a professional designation (CPA/CFA/CBV) is an asset.Strong understanding of financial, capital structuring and/or credit analysis gained through business and/or educational experience.Excellent financial modeling skills - In-Depth.Superior presentation and PowerPoint skills - In-Depth.Strong verbal & written communication skills - In-Depth.Ability to learn quickly, be proactive and manage priorities - In-Depth.Collaboration & team skills - In-Depth.Analytical and problem-solving skills - In-Depth.Time and resource management - In-Depth.Negotiation/influencing skills - In-Depth.Compensation and Benefits:$68,000.00 - $126,000.00Pay 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: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt 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 https://jobs.bmo.com/ca/en.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.

Application Deadline:06/14/2024Address:101 Crowfoot Way NWJob Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Calgary is $40,000 and this role may be eligible to receive a monthly discretionary bonus.Compensation and Benefits:$35,000.00 - $64,900.00Pay Type: Salaried & CommissionThe 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: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt 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 https://jobs.bmo.com/ca/en.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.