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Advertising Sales Associate

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Automotive Sales Associate

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Commercial Real Estate Sales Associate

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Commercial Sales Associate

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Contemporary Sales Associate

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Corporate Sales Associate

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Cox Media Sales Associate

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Customer Sales Associate

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Customer Service Sales Associate

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Enterprise Sales Associate

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Field Sales Associate

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Furniture Sales Associate

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Gifts Sales Associate

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Handbag Sales Associate

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HVAC Sales Associate

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Inbound Customer Sales Associate

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Inside Sales Associate

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Insurance Sales Associate

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Jewelry Sales Associate

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Luxury Sales Associate

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Pharmacy Sales Associate

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Produce Sales Associate

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Property Development Sales Associate

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Real Estate Sales Associate

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Regional Sales Associate

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Sales Associate Seller

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Transportation Sales Associate

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Wireless Sales Associate

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Technology Sales Supervisor, Skyview Location NW
Staples Canada, Edmonton, AB
Who we are As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. We look for people who are curious, approachable and passionate, and who enjoy finding solutions. If that's you, let's work, learn and grow together. We are building an inclusive and diverse team Staples Canada is creating an inclusive and diverse work environment. We welcome, value and thrive on perspectives and contributions from backgrounds that vary by race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion or physical ability. If you have a disability or special need that requires accommodation, please let us know. Some of what you do As the Technology Sales Supervisor, you ensure that customers derive a sense of inspiration from their shopping experience. You help to ensure the customers' working and learning goals are met by connecting with customers, leveraging digital tools, sharing, working in a consultative manner, partnering with other areas of the business, and partnering with customers for future collaboration. As a technology expert, you learn, adopt, and teach new trends, products, and services to customers and associates. You take a lead role in training and coaching team members. •Maximize sales and margin in the technology and furniture departments, through the coaching and development of the associates. •Lead selling for the technology and workspaces departments and cultivate a selling culture with associates to achieve goals and targets. •Ensure adherence to company merchandising standards, including current pricing, signage, planograms, promotional planners, advertising set-ups and displays. •Provide coaching and leadership to your team to support their growth and learning. •Support and maintain operational standards and consistency in the customer experience. •Provide input on decisions for your team, including recruitment and promotions. •Operate cash registers, follow all loss prevention measures and ensure the cleanliness and store standards of your assigned departments. •Ensure that a clean and safe environment is always top-of-mind, keeping the safety of yourself, your team, and our customers as a key priority. Some of what you need •3+ years of technology sales or sales experience •1-3 years of supervisory / coaching experience •Successful completion of high school is preferred. •Strong ability with customer services and sales •Comfort with technology •Be a dynamic, inspiring partner to our customers and for our associates •Curious •Approachable •Passionate •Solutions Finder Some of what you will get •Associate discount •Health and Dental benefits •RRSP/DPSP •Performance bonuses •Learning & Development programs •And more... Additional Information •A moderate amount of physical effort and operation of equipment / machinery is required to execute our merchandising standards and to maximize our customer experience. •Exposure to moderate levels of noise generated by the print equipment. •You will be required to stand in a stationary position for periods of time. This would occur while working on various orders. •We'll also ask you to work a variety of shifts including evenings and weekends. Other Job Title Suggestions • Retail Supervisor, Technology Sales Staples is an equal opportunity employer committed to diversity and inclusion and we encourage applications from all qualified candidates, including those with disabilities. We will accommodate applicants' needs, upon request, throughout all stages of the recruitment process. Please inform us of the accommodation(s) that you may require. Information received relating to accommodation will be addressed confidentially.
Retail Sales Associate (Part Time)
Equest, Medicine Hat, AB
Are you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores.No experience required, we will equip you with the skills and knowledge to confidently assist our customers.Join us and grow your career with our retail team as a Sales Associate.What you'll do:Help customers find the perfect product or service and respond to their questionsCreate an amazing customer experienceShare your passion for tech and your product knowledgeWhat we're looking for:Enthusiasm to welcome and assist customersFlexibility to adapt to dynamic situations in a fast-paced environmentA commitment to maintaining a safe and fun working environmentWhy you'll love it here:Flexible schedules as per business needsEmployee discounts on awesome techCompetitive compensation and benefitsAn inclusive, fun, and supportive team who you will quickly call friendsTraining programs to build new and transferable skills and achieve certificationsJoin our amazing team!We are looking for people just like you.About Best BuyAs Canada's destination for the coolest tech, Best Buy offers one of the best work environments in the country! Annually recognized as one of Canada's Top 100 Employers, our culture is one of inclusion and recognition. We are committed to always filling our stores across Canada with a diverse and inclusive retail force who are passionate, knowledgeable, and enthusiastic about tech.Grow your career in similar roles (Customer Service Representative, Merchandiser, Online Order Pick-up Specialist) or development roles (Team Lead, Assistant Store Leader, Store Leader).Whatever the role, we strive to give our people the necessary tools and training to make a difference.600 - 3292 Dunmore Road SE, Medicine Hat, AB T1B 2R4
Client Service Associate, BMO Nesbitt Burns (Contract)
BMO, Calgary, AB
Application Deadline: 04/25/2024Address:525 8th Avenue SW 9th FlrSupports 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.Responsibilities: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. Grade:4Job Category:Individual Contributor / CollaborateurWe'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.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.
Associate
BMO, Calgary, AB
Application Deadline: 04/13/2024Address:525 8th Ave SW East TowerFacilitates 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.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.Grade:7Job Category:Individual Contributor / CollaborateurWe'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.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.
Personal Banking Associate
BMO, Edmonton, AB
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.
Associate, BMO Capital Partners
BMO, Calgary, AB
Application Deadline: 05/06/2024Address:525 8th Ave SW East Tower About 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 Description We 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. Qualifications The 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 Profile For 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/ Grade:7Job Category:Individual Contributor / CollaborateurWe'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.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.
Accounting and Transaction Advisory Director
PwC, Calgary, AB
The Capital Markets Accounting Advisory Services team ("CMAAS") at PwC is a team committed to supporting clients through moments of exceptional change by providing accounting advisory services. These services include accounting advice to our clients through acquisitions and divestitures, accounting change, ESG reporting, restructuring and capital transactions, such as IPOs, and digital transformation projects. A career within CMAAS will provide you with the opportunity to be responsible for complex financial reporting issues around transactions and other transformational events. You'll tackle client's needs with a solution-oriented approach that creatively addresses complex financial reporting problems for high profile transactions, and you'll have significant interaction with senior company management, teams, bankers, lawyers and other advisers. Meaningful work you'll be part of As an Accounting and Transaction Advisory Director , you'll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities include but are not limited to: • Leading the team and our clients through capital market transactions ( e.g. IPO readiness, prospectuses, Business Acquisition Reports, pro forma financial statements, etc.) and various accounting change projects including GAAP conversion in contemplation of a transaction, implementation of accounting policy changes and new accounting standards, and ESG reporting • Support our Deals teams with accounting implications on specific transactions ( i.e. buy side, sell side, valuations, business combination, consolidation accounting, divestitures, etc.) • Lead project teams in supporting our clients to prepare or review accounting whitepapers, diagnostic reports, complex accounting calculations, quarterly/annual financial statements and management reporting to drive insights , typically with a manager and supervising one or more Senior Associates and reporting directly to the engagement leader • Take a leading role in understanding our clients' specific issues and developing an appropriate project plan and deliverables to meet their needs •Play a pivotal role in spearheading market development activities that expand our market presence and foster sustainable growth• Coach others, recognize their strengths, and encourage them to take ownership of their personal development • Work flexibly and respond promptly to ad hoc requests by clients • Responsible for overall quality of the project and project management • Contributes as a strategic thinker who identifies and takes responsibility for actively supporting the growth of the CMAAS business • Uphold the firm's code of ethics and business conduct Experiences and skills you'll use to solve • Experience managing cross functional teams in either financial accounting and reporting, a deals environment, or in public company audits • Demonstrated experience managing a book of business for medium to large public clients • Qualified Canadian CPA or equivalent reciprocal/recognized designation • A strong technical knowledge of IFRS, US GAAP and ASPE • Emerging technical knowledge of ESG non-financial reporting frameworks, including TCFD, ISSB and GRI is beneficial • Demonstrated ability to communicate effectively and professionally with clients and the team both verbally and in written communications in relation to complex issues and project status • The ability to build relationships and to integrate with client teams working under tight deadlines • Strong Microsoft Office (Word, Excel, etc.) and an aptitude for technology and innovation are an asset • Strong analytical and problem-solving skills and an ability to work through complex and challenging client projects • Demonstrated ability to work in a multi-tasked, fast-paced and changing project-based environment with the flexibility to work overtime where client deadlines are tight • The ability to work independently and in a team environment • Demonstrated ability to manage multiple engagements and engagement types concurrently; • A coachable individual, open-minded and dedicated to self-improvement, career development and development of others Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at: https://jobs-ca.pwc.com/ca/en/life-at-pwc The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people . We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Partner Administrative Assistant - KPMG Law
KPMG, Edmonton, AB
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The KPMG Law team has an exciting opportunity for a self-motivated Partner Administrative Assistant. In this role, you will combine your strong organizational skills and stakeholder management to provide executive level support. The role involves proactively organizing, supporting, and assisting the KPMG Law partners and associates in delivering high quality and timely service, information, and advice to internal and external clients. There is a specific focus on being an integral part of the KPMG Law team in executing its strategy, and meeting performance objectives and long-term strategic aspirations. The successful candidate is required to work in the Edmonton office. What you will do Manage time, resources, workflow, and deadlines of legal professionals, including opening up new files, conducting and coordinating conflict searches and other file-opening processes and procedures, maintaining a filing system for all documents, compiling, and organizing materials for work-in-progress, and maintaining a limitations diary Proactive and independent management of partners' calendar and contact database to maximize best use of the partners' time Ensure the preparation and submission of partner timesheets and expense accounts Interact with clients and outside service providers to schedule appointments, examinations, and hearings Draft correspondence and memoranda such as affidavits of records and other court documents. Receive, digitize, and direct all KPMG correspondence Provide document preparation support for KPMG Partners and engagement team Provide general administrative support to Partners/Lawyers such as filing, answering the telephone, making travel arrangements, preparing bank deposits, photocopying, and binding materials as required Assist with special projects At times, business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job. Likewise, people need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role College diploma in a legal assistant program or equivalent Minimum three (3) years' experience as a Legal Assistant, working in a professional legal environment and/or equivalent combination of education, training and experience Previous experience with corporate services, CORES certification and/or E-Discovery would be an asset Significant relevant experience in managing and supporting Senior Leadership (preferably gained within a legal/professional/corporate services environment) Excellent commitment to providing quality and responsive customer service Outstanding time management, problem solving and organizational skills gained in a high volume environment with competing demands and constant changes Proven ability to take responsibility and ownership for tasks Advanced computer skills including proficiency with Microsoft Office Suite Proven team player with the ability to create strong working relationships at various levels and a flexible approach to their work Superior communication skills whilst maintaining the highest level of personal and professional integrity Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Associate Director, IPF (Income Property Finance)
BMO, Calgary, AB
Application Deadline: 05/14/2024Address:525 8th Ave SW East TowerFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.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.Advises clients on loan products, options, rates, terms and collateral requirements.May advise business clients on cash management/deposits solutions.Advises clients, where possible, on business management and other financial matters.Develops and manages Commercial banking relationships, plans for prospective clients;may include focused calling and pipeline management activities.Acts as the prime subject matter expert for internal/external stakeholders.Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.Monitors and tracks performance, and addresses any issues.Ensures proper documentations for loans and cash management services.Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.Evaluates and structures loan requests, determining appropriate documentation for Approved loans.Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.Follows up after closing to insure all documents are completed and filed.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.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.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.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.Preference for the candidate to be located in Calgary, however, strong candidates in Edmonton or Winnipeg will be considered. Grade:7Job Category:Individual Contributor / CollaborateurWe'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.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.
Associate
BMO, Calgary, AB
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.
Client Service Associate, BMO Nesbitt Burns
BMO, Calgary, AB
Application Deadline: 06/27/2024Address: 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 t his 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-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.
Carbon Product Associate / Client Success Associate
BMO, Calgary, AB
Application Deadline: 06/26/2024Address: 401 9th Avenue SW, Suite 1930Job Family Group:Capital Mrkts Sales & ServiceBMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarketsBMO Radicle is advertising for 3 open positions with a common skills and experience profile across the Credit Development Service, to be based in either a specific technical product portfolio (e.g. Methane, Low Carbon Fuels, Carbon Capture & Storage) or the Client Success team (working directly with internal stakeholders and corporate clients) to deliver successful carbon offset instruments.The Credit Development Service is responsible for delivering on a range of carbon offset products across several portfolios, to deliver outstanding value and client service to BMO Radicle's clientele. The ideal candidate thrives in a collaborative team environment, can meet immediate needs while planning for the future and strives for continuous improvement. Candidates are preferably based in Calgary, AB but we encourage you to apply from wherever you are, including the U.S .What kind of team member we are looking for (and what kind of team you will be joining):Detailed, and interested in the technical aspects of everythingCurious, savvy, and ready to take on novel tasks and projectsCalm and honest in the face of multiple deadlines and driversOpen-minded and willing to learn new tasks and initiativesA solution-oriented initiator, and a driver of change and progressMore about the teams Client Success Team The Client Success Team's objectives are to deliver an exceptional client experience to maximize client retention, enhance and inform the success of new and existing product development, and drive consistent revenue growth from existing products. Portfolio Teams The Product Portfolio Teams each manage a portfolio of profitable emission reduction/removal monetization products across their lifecycle from ideation, piloting, scaling and sunsetting in alignment with firm-wide and Credit Development Service strategies, and in collaboration with Client Success, Operational Excellence & Technology, Sales, and other business units. Core expectations and responsibilities of the roleBe client obsessed - understand that our clients are at the center of everything we do, and build systems, structures, tools and product collateral that optimizes our clients' experience and meets or exceeds the expectationsAbility to manage competing priorities effectively and work both independently and collaboratively as neededBe an active member of a motivated, engaged, and positive team environment.Collaborate with system users and stakeholders to be able to understand challenges with existing processes and continually work towards better processes and systemsProvide mentorship to junior team members, helping to shape their professional progression.Contribute to project verification activities, including addressing technical and client-related questions/ issues identified by third-party verification bodiesAnalyze and QA/QC data, execute on program monitoring, reporting, and auditing requirementsProvide technical (technological, regulatory, project management) insight to assist the scaling of carbon credit development products by identifying risks and opportunitiesExperience and Skills:Minimum of 5 years of experience in greenhouse gas reduction projects, carbon credit markets, emissions management, and/or related fieldsProven experience with project management/implementation success across multiple stakeholders and/or jurisdictionsStrong technical, engineering or scientific background (chemical/mechanical engineering, petroleum engineering/diploma, environmental sciences/engineering, instrumentation, environmental chemistry, etc.) or demonstrated economics experience in environmental commodities marketsStrong written and verbal communication skills across cross-disciplined and cross-functional stakeholder groupsUnderstanding of all stages of the product development and offset credit development lifecycle (including ideation, business planning, credit delivery, and all other related stages)Ability to review technical carbon offset policy documentation and extract and document key informationExperience delivering complex projects on time and within budgetDemonstrated experience in North American policy which impacts offset project development opportunities.Previous carbon advisory experience is a plus - see example/keywords below.Additional desired skills and experiencesFamiliarity with jurisdictional and sectoral standards and regulations in one or more product areas (Methane, Low Carbon Fuels, Carbon Capture & Storage)Examples/Keywords: GHG, Energy Transition, Sustainability, TIER, NPRI, GHGRP, OBPS, CFR, LCFS, WCI, RFS, ETS, VCM, ICVCM, VCMI, ICROA, CDR, CAR, ACR, MRV/MMVCollaboration on the creation of effective system requirements documentation for Software Development and participating in software development cyclesAuthoring Offset Project Plans/Project Design documents and policy documentation to guide internal stakeholders and inform third-party verification workParticipation in strategy development on new projects to identify key components of a winning strategyDevelopment of KPIs and product goalsConsultative or advisory work with corporate clients on carbon market or industrial project development opportunitiesHistory of developing and nurturing strong professional relationships (internal and external)Experience of creating, launching and scaling new productsExperience in creating financial tracking tools (financial models) for novel projects and products COMPENSATION & BENEFITS $80,000 - $90,000 CADCompensation 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.
Personal Banking Associate
BMO, Edmonton, AB
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.
Mobile Sales Associate (Part Time)
Equest, Calgary, AB
Are you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores.No experience required, we will equip you with the skills and knowledge to confidently assist our customers.Join us and grow your career with our retail team as a Sales Associate.What you'll do:Help customers find the perfect product or service and respond to their questionsCreate an amazing customer experienceShare your passion for tech and your product knowledgeWhat we're looking for:Enthusiasm to welcome and assist customersFlexibility to adapt to dynamic situations in a fast-paced environmentA commitment to maintaining a safe and fun working environmentWhy you'll love it here:Flexible schedules as per business needsEmployee discounts on awesome techCompetitive compensation and benefitsAn inclusive, fun, and supportive team who you will quickly call friendsTraining programs to build new and transferable skills and achieve certificationsJoin our amazing team!We are looking for people just like you.About Best BuyAs Canada's destination for the coolest tech, Best Buy offers one of the best work environments in the country! Annually recognized as one of Canada's Top 100 Employers, our culture is one of inclusion and recognition. We are committed to always filling our stores across Canada with a diverse and inclusive retail force who are passionate, knowledgeable, and enthusiastic about tech.Grow your career in similar roles (Customer Service Representative, Merchandiser, Online Order Pick-up Specialist) or development roles (Team Lead, Assistant Store Leader, Store Leader).Whatever the role, we strive to give our people the necessary tools and training to make a difference.901 17th Avenue SW, Calgary, AB T2T 0A4
Personal Banking Associate
BMO, Sherwood Park, AB
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.
Retail Associate (Part Time)
Equest, St. Albert, AB
Are you passionate about working with people and technology? We are hiring immediately for a Retail Associate, which we call a Solutions Advisor at Best Buy. As a Retail Associate, you will keep our store looking great and process our customers' purchases, returns, trade-ins and more.No experience required, we will equip you with the skills and knowledge to confidently assist our customers.Join us and grow your career with our retail team as a Retail Associate.What you'll do:Help customers find the perfect product or service and respond to their questionsCreate an amazing customer experience at the checkout or the customer service counterEnsure shelves and displays are well-stocked and organizedShare your passion for tech and your product knowledgeEnsure store signage is accurate and open box items are appropriately markedWhat we're looking for: Enthusiasm to assist customersFlexibility to adapt to dynamic situations in a fast-paced environmentA commitment to maintaining a safe and fun working environment Why you'll love it here:Flexible schedules as per business needsEmployee discounts on awesome techCompetitive compensation and benefitsAn inclusive, fun, and supportive team who you will quickly call friends Training programs to build new and transferable skills and achieve certificationsJoin our amazing team!We are looking for people just like you.About Best BuyAs Canada's destination for the coolest tech, Best Buy offers one of the best work environments in the country! Annually recognized as one of Canada's Top 100 Employers, our culture is one of inclusion and recognition. We are committed to always filling our stores across Canada with a diverse and inclusive retail force who are passionate, knowledgeable, and enthusiastic about tech.Grow your career in similar roles (Sales Associate, Online Order Pick-up Specialist) or development roles (Team Lead, Assistant Store Leader, Store Leader).Whatever the role, we strive to give our people the necessary tools and training to make a difference.386 St. Albert Trail, St. Albert, AB T8N 2X1
District Sales Manager - Grande Prairie (retention bonus of up to $3000!*)
Equest, Grande Prairie, AB
Do you have that entrepreneurial spirit and considered owning or operating a business? Have you ventured into business, marketing, or networking related roles? Are you contemplating a career change into sales? We are looking for highly driven individuals with great communication, networking and relationship building skills and a strong work ethic. If this sounds like you, come and join us! We are seeking a District Sales Manager in Grande Prairie, AB! The successful candidate will manage an assigned territory by proactively engaging business owners focusing on business development and growth. Objectives will include: Presenting CFIB's membership services to business owners Seeking new businesses and building relationships Meeting with existing members in person and managing account renewals. The right person: Has business acumen or business vision Has a vehicle and a full valid Driver's License Is customer focused, goal oriented and has solid resilience skills Is willing to achieve effective sales targets What is in it for you? A mixed compensation structure: base salary plus commissions and quarterly bonuses. An average of $80,000-$90,000 annually or more for above average / top performers Monthly incentives/rewards Monthly expense allowance Matched RRSP contribution Comprehensive health benefits all paid by employer No experience required, full training provided *Successful new hires will receive $1000 after 1 month of employment, $1000 upon completing 3 months and $1000 after 6 months of continued employment with CFIB. At CFIB, your work supports small businesses in your community and across the country. You will have a hand in shaping the economy and future of the country. You will be empowered to live and work at your best through independence, accountability and flexibility. You will join an organization that is collaborative and supportive, where 94% of employees agree it's a great place to work. You will work closely with colleagues both locally and across the country - building upon synergy and learning from one another. You make a difference when you work at CFIB. CFIB has a diverse workforce. We believe in and are committed to a workplace culture of respect, inclusion, and diversity. CFIB is committed to providing accommodations for people with disabilities through the interview process and while employed. If you require an accommodation, please let us know and we will work with you to meet your needs. As Canada's largest association of small and medium-sized businesses, CFIB is in business to provide independent businesses with the resources they need, to give them more value, and to have their voice heard at all levels of governments. Join the fight for small business and find out why 94% of employees agree that CFIB is a great place to work! Be a part of the mission and apply today! To learn more about the position, we invite you to watch the following videos: A day in the life of a CFIB Territory Sales Manager One of the reasons I like working at CFIB CFIB is committed to providing accommodations for people with disabilities through the interview process and while employed. If you require an accommodation, we will work with you to meet your needs. #HP
Retail Sales Associate (Part Time)
Equest, Lloydminster, AB
Are you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores.No experience required, we will equip you with the skills and knowledge to confidently assist our customers.Join us and grow your career with our retail team as a Sales Associate.What you'll do:Help customers find the perfect product or service and respond to their questionsCreate an amazing customer experienceShare your passion for tech and your product knowledgeWhat we're looking for:Enthusiasm to welcome and assist customersFlexibility to adapt to dynamic situations in a fast-paced environmentA commitment to maintaining a safe and fun working environmentWhy you'll love it here:Flexible schedules as per business needsEmployee discounts on awesome techCompetitive compensation and benefitsAn inclusive, fun, and supportive team who you will quickly call friendsTraining programs to build new and transferable skills and achieve certificationsJoin our amazing team!We are looking for people just like you.About Best BuyAs Canada's destination for the coolest tech, Best Buy offers one of the best work environments in the country! Annually recognized as one of Canada's Top 100 Employers, our culture is one of inclusion and recognition. We are committed to always filling our stores across Canada with a diverse and inclusive retail force who are passionate, knowledgeable, and enthusiastic about tech.Grow your career in similar roles (Customer Service Representative, Merchandiser, Online Order Pick-up Specialist) or development roles (Team Lead, Assistant Store Leader, Store Leader).Whatever the role, we strive to give our people the necessary tools and training to make a difference.7501 44 Street, Unit 101, Lloydminster, AB T9V 0X9
Mortgage Specialist - First Nations/Métis/Inuit Candidates
BMO, Alberta, AB
Application Deadline: 06/29/2024Address: Hwy 547, Administration BldgJob Family Group:Retail Banking Sales & ServiceWe invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO's Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Metis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities. Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements.Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.Supports the delivery of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Completes onboarding activities as required.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners.Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.Organizes work information to ensure accuracy and completeness.Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.Specialized knowledge from 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.Compensation and Benefits: 100% commission roleCompensation and Benefits:Pay Type: 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.
Mortgage Specialist - First Nations/Métis/Inuit Candidates
BMO, Alberta, AB
Application Deadline: 06/29/2024Address: 9911 Chula BlvdJob Family Group:Retail Banking Sales & ServiceWe invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO's Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Metis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities. Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements.Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.Supports the delivery of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Completes onboarding activities as required.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners.Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.Organizes work information to ensure accuracy and completeness.Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.Specialized knowledge from 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.Compensation and Benefits: 100% commission roleCompensation and Benefits:Pay Type: 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.