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114510 - Regional Director, Strategic Financial Planning
Vancouver Coastal Health, Vancouver, BC
Regional Director, Strategic Financial Planning Job ID 2023-114510 City Vancouver Work Location Exec - 601 W. Broadway, 11 flr Home Worksite 00 - Excluded - VCHA Labour Agreement Excluded Union 905 - Mgt/Excluded-VCHA (37.5 Hr) Position Type Baseline Job Status Regular Full-Time FTE 1.00 Standard Hours / Week 37.50 Job Category Leaders & Corporate Support Salary Grade 12 Min Hourly CAD $72.13/Hr. Max Hourly CAD $103.69/Hr. Shift Times 0830-1630 Days Off Saturday, Stats, Sunday Salary The salary range for this position is CAD $72.13/Hr. - CAD $103.69/Hr. Job Summary Come work as a Regional Director, Strategic Financial Planning with Vancouver Coastal Health (VCH)! Vancouver Coastal Health is looking for a Regional Director, Strategic Financial Planning to join the team Corporate Services team. Reporting to the Executive Director, Controller and Financial Services, the Regional Director leads in the development, planning and coordination of the health authority’s overall financial operating budget and multi-year financial plans, including overseeing the financial planning teams across the Communities of Care (CoC’s) and regional programs/services. The Regional Director provides health authority-wide leadership to: support strategic projects and initiatives, oversee Vancouver Coastal Health’s (VCH) financial performance management initiatives, and represent VCH Finance at regional and provincial tables to advance the health authority’s strategic priorities and mandate on behalf of the Executive Director. As a member of the senior VCH Finance leadership team, plan, implements and evaluates related resources in support of the strategic and operational needs of VCH, as well as informs the development of the strategies and goals to ensure the optimum delivery of appropriate financial services for VCH. Key partnerships include senior executive leaders and leaders across VCH as well as representatives from other Health Authorities, Health Shared Services BC/PHSA, and provincial government ministries to understand directives, and support in policy revision and development. Represents VCH and its entities’ interests in discussions and/or negotiations with government, other external organizations and agencies providing or requiring support services from the organization.Apply today to join our team! As a Regional Director, Strategic Financial Planning with Vancouver Coastal Health you will:Lead and direct the multi-year financial planning and business decision support functions for the organization, including overseeing the financial plans of the CoC’s. Develops funding strategies and business cases to support operational needs.Ensure the integration of key components of the strategic plan including regional programs, services plans, human resource strategies and other requirements. Aligns strategies across all stakeholders within the region when entity specific strategies may not be consistent with the desired regional/health authority approach.Achieve the organization’s operational and strategic objectives, and strategic projects and initiatives in a manner which ensures compliance with legislative frameworks, general accepted accounting principles and ensures that sound internal controls are in place to manage risk.Direct the preparation of long-range operating forecasts and scenarios. Supports long-range service planning activities including coordination, amalgamation, and/or integration of services to improve service, quality, and cost. Considers overall demand and develops plans that are regional in orientation, as well as sustainable and outcomes-focused.Develop the VCH performance management framework to measure and monitor organizational performance with respect to the financial and service plans according to governmental and organizational guidelines.Ensure the ongoing development and monitoring of required accountability documents, including the Government Letter of Expectations, the Health System Performance Framework, and the Annual Report. Represents the organization on related provincial steering committees.Develop business case methodology that allows for effective decision-making, prioritization and evaluation.Provide overall leadership and direction to team members using effective management techniques (E.G. coaching, mentoring, skills and leadership development and performance management).Carry out responsibilities in accordance with health and safety requirements. Immediately reports unsafe situations by notifying supervisor or other appropriate personnel.Perform other related duties as assigned. Qualifications Education & Experience Current Masters’ Degree in Business Administration supplemented by a minimum of twelve (12) years’ recent, related experience in progressively more senior financial management, strategic planning leadership roles in large, complex organizations or an equivalent combination of education, training and experience. Knowledge & Abilities Demonstrated ability in nursing practice related to designated client group - Acute Medicine; including but not limited to patients with complex diseases, respiratory therapies, IV therapies, substance abuse & addictions, and nutritional therapies.Demonstrates expert ability to develop and implement financial and planning policies/strategy and to identify and implement improvement initiatives.Comprehensive knowledge of accounting principles, financial and best practices and generally accepted accounting principles, as well as applicable legislation, healthcare issues and operations.Effectively communicates both verbally and in writing to lead, influence, and collaborate with a variety of stakeholders both internal and external to the organization.Proven leadership and management skills with an excellent sense of corporate priority and a strong business acumen.Demonstrates expertise and leadership in coordinating cross-organizational financial planning activities.Effectively problem-solves with a global perspective to incorporate the organization’s systems and strategies when developing viable solutions to problems.Physical ability to perform the duties of the position. Closing Statement As per the current Public Health Orders, as of October 5, 2023, all employees working for Vancouver Coastal Health must be fully vaccinated for COVID-19 or have received a single dose of the most-recent, updated COVID-19 vaccine. Proof of vaccination status will be required. If you have any questions, please reach out to Orlando Cerrato, Manager, Executive Talent Acquisition at [email protected]. WHY JOIN VANCOUVER COASTAL HEALTH? VCH is a world class innovator in medical care, research and teaching, delivering service to more than one million BC residents. At VCH, we embrace thinking boldly, taking smart risks, and ''going first'' when we believe it will lead to the best possible outcomes for patients and their families. We invite you to join us in creating healthy lives in healthy communities by showcasing our passion for care, connection to the communities we serve and our culture of teamwork that makes VCH a great place to work. Comprehensive health benefits package, including MSP, extended health and dental and municipal pension planGrow your career with employer-paid training and leadership development opportunitiesWellness supports, including counselling, critical incident and innovative wellness services are available to employees and their immediate familiesAward-winning recognition programs to honour staff, medical staff and volunteersAccess to exclusive discount offers and deals for VCH staff Equity, diversity, and inclusion are essential to our goals of creating a great place to work and delivering exceptional care. We acknowledge and accommodate unique differences and ensure special measures are in place so that all prospective and current employees are given an opportunity to succeed.We are committed to building a representative workforce and encourage applications reflecting diversity of sex, sexual orientation, gender identity or expression, racialization or ancestry, disability, political belief, religion, marital or family status, age, and/or status as a First Nation, Metis, Inuit, or Indigenous person. Vancouver Coastal Health is proud to be recognized as one of Canada's Top 100 Employers in 2023.Only short-listed applicants will be contacted for this posting.***Employees of VCH must apply online via the Internal Career Portal on CareerHub, you are currently viewing the External Career Portal. Refer to the https://my.vch.ca/working-here/job-postings site for instructions on how to view internal job postings and how to apply as an employee. Current VCH employees who apply to this posting using this external site will be considered as an external candidate. Seniority will not apply.***Thank you for your interest in Vancouver Coastal Health. Options Apply NowApplyShareEmail this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Application FAQsSoftware Powered by iCIMSwww.icims.com
Senior Director, Business Property Finance
BMO, Montreal, QC
Application Deadline: 05/02/2024Address:105 rue St-Jacques OBusiness Property Finance team focuses on alternate real estate sectors. Sectors covered include Seniors Housing, Hotels, Student Housing, Storage, Film Studio finance, data centers and parking. The role involves managing a large and complex portfolio of clients with portfolio size >$700 million in loans and over $10 million in revenue. Portfolio management includes both credit management and sales. Director is responsible for leading a 2-person team, which includes a dedicated associate and is involved in both underwriting credit and sales. Facilitates 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.Leads and executes business development plans to that business goals are achieved or exceeded.Optimizes returns and capital on assigned portfolioProvides clients strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter and sector expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Networks with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.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.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed. Qualifications: Typically 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.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem-solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:8Job 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.
Director, Corporate Finance
BMO, Thunder Bay, ON
Application Deadline: 04/04/2024Address:859 Fort William RoadFacilitates 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.Leads and executes business development plans to that business goals are achieved or exceeded.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.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.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 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.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job 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.
Insurance Advisor - TDI GI
TD, Markham, ON
Hours 35 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview "Welcome to TD, how can I help?" Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than 25 million clients. TD Insurance colleagues are part of the greater TD family with a focus on helping protect our clients through the "accidents of life". Whether it be credit protection, life, health, travel, or auto insurance, we are here to help over three million Insurance clients across the country. Every day is an opportunity to learn, grow, and help our clients feel confident that we'll be there for them anytime they need us... Whether it's to proactively protect, or support during an unexpected moment in life - we are there for them!Job Details As a TD Insurance Advisor, you will provide solutions and counsel to new and existing TD Insurance clients. You will be goal oriented and strive to deliver business results. You will bring a passion for helping clients meet their needs with the right home and auto insurance coverage, all while always remaining purpose driven and devoted to delivering consistent, predictable and Legendary Experiences, every time. You are the voice of TD and your role is to: Think Like a Customer by asking questions and actively listening so you can effectively offer product solutions to our clients on every call, delivering legendary experiences and trusted advice. Act Like an Owner by contributing to an engaged culture that is committed to delivering business results and contributing to our communities. Execute with Speed and Impact by coming into work at your scheduled time, identifying and meeting your clients' needs, and protecting the Bank from risk. Innovate with Purpose by finding ways to simplify the way we work; solving problems effectively the first time. Develop Yourself and Colleagues by embracing diversity and respecting your colleagues; sharing best practices and supporting one another to achieve personal career goals with TD.As part of our Contact Center team, you will: Feel confident about yourself and your future by joining a team of skilled Agents that are committed to supporting your journey. We will invest in your career, setting you up for success with Insurance Licensing preparation, product and service training and dedicated coaching to ensure you are supported every step of the way. Thrive in an environment where diversity and inclusion are part of our core values; where you can bring your whole self to work and feel included and respected. Build your skills and gain new perspectives to succeed today and tomorrow in a rapidly changing world, with ongoing development and career path opportunities across TD to help you achieve your goals and build an exciting career. Have endless opportunities to take your career to new heights within the TD Family. When you join TD Insurance, it is only the beginning of your financial industry career. Enjoy a competitive salary, pay for performance incentives, reward & recognition programs, that show you how much we appreciate your commitment and contributions to our success. Receive a comprehensive benefits package that goes beyond just your health to help you achieve financial, mental, and physical well-being, which includes: • Competitive healthcare benefits that allow you to choose the coverage right for you• Employee Family Assistance Program to help you in unexpected moments in life• Employee Banking Benefits on mortgage financing, personal loans, credit cards, as well as preferred group rates on home and auto insurance• A variety of discounted events, attractions, hotels, technology, wellness, home services, apparel and much more, offered through our partners.• Discounted gym memberships• Staying connected with discounted wireless plans through Rogers, TELUS, and Bell• Saving on vehicles, childcare and even leisure travel with TD negotiated employee pricing and incentivesJob Requirements • Undergraduate Degree and/or • 2+ years relevant experience and/or • Home Province Insurance Licensing Completion an assetAdditional Information Work from Home Eligibility & Requirements You will begin your employment with us working from home, if you meet the criteria of the work from home program. The criteria for participation in this program includes, but is not limited to, a private quiet workspace and high-speed internet bandwidth. As the world recovers from the pandemic and we begin to return to office, these requirements may be subject to change based on the terms of the work from home program. Be confident you'll become the very best you can because we are committed to your ongoing development and growth. You can unlock your full potential and achieve your career goals while building your skills and gaining new perspectives. Your Commitment to training will include: • 2 Weeks of Licensing Preparation (4 weeks for Quebec) • Home Province Exam Licensing Pass (+5 Days Quebec Law) • 3 Month Inclusive Service Training & Practicum Program • Training is scheduled at 35 hours per week with full time attendance required. Scheduling Commitment to be determined upon successful licensing and completion of service training with proven proficiency in core capabilities. Are you ready to choose TD and be part of an exceptional team of individuals who are committed to making a difference in people's lives, at work, and in the communities, we live in? We want you! Click here to apply...Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Insurance Advisor - TDI GI
TD, Saint John, NB
Hours 35 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview "Welcome to TD, how can I help?" Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than 25 million clients. TD Insurance colleagues are part of the greater TD family with a focus on helping protect our clients through the "accidents of life". Whether it be credit protection, life, health, travel, or auto insurance, we are here to help over three million Insurance clients across the country. Every day is an opportunity to learn, grow, and help our clients feel confident that we'll be there for them anytime they need us... Whether it's to proactively protect, or support during an unexpected moment in life - we are there for them!Job Details As a TD Insurance Advisor, you will provide solutions and counsel to new and existing TD Insurance clients. You will be goal oriented and strive to deliver business results. You will bring a passion for helping clients meet their needs with the right home and auto insurance coverage, all while always remaining purpose driven and devoted to delivering consistent, predictable and Legendary Experiences, every time. You are the voice of TD and your role is to: Think Like a Customer by asking questions and actively listening so you can effectively offer product solutions to our clients on every call, delivering legendary experiences and trusted advice. Act Like an Owner by contributing to an engaged culture that is committed to delivering business results and contributing to our communities. Execute with Speed and Impact by coming into work at your scheduled time, identifying and meeting your clients' needs, and protecting the Bank from risk. Innovate with Purpose by finding ways to simplify the way we work; solving problems effectively the first time. Develop Yourself and Colleagues by embracing diversity and respecting your colleagues; sharing best practices and supporting one another to achieve personal career goals with TD.As part of our Contact Center team, you will: Feel confident about yourself and your future by joining a team of skilled Agents that are committed to supporting your journey. We will invest in your career, setting you up for success with Insurance Licensing preparation, product and service training and dedicated coaching to ensure you are supported every step of the way. Thrive in an environment where diversity and inclusion are part of our core values; where you can bring your whole self to work and feel included and respected. Build your skills and gain new perspectives to succeed today and tomorrow in a rapidly changing world, with ongoing development and career path opportunities across TD to help you achieve your goals and build an exciting career. Have endless opportunities to take your career to new heights within the TD Family. When you join TD Insurance, it is only the beginning of your financial industry career. Enjoy a competitive salary, pay for performance incentives, reward & recognition programs, that show you how much we appreciate your commitment and contributions to our success. Receive a comprehensive benefits package that goes beyond just your health to help you achieve financial, mental, and physical well-being, which includes: • Competitive healthcare benefits that allow you to choose the coverage right for you• Employee Family Assistance Program to help you in unexpected moments in life• Employee Banking Benefits on mortgage financing, personal loans, credit cards, as well as preferred group rates on home and auto insurance• A variety of discounted events, attractions, hotels, technology, wellness, home services, apparel and much more, offered through our partners.• Discounted gym memberships• Staying connected with discounted wireless plans through Rogers, TELUS, and Bell• Saving on vehicles, childcare and even leisure travel with TD negotiated employee pricing and incentivesJob Requirements • Undergraduate Degree and/or • 2+ years relevant experience and/or • Home Province Insurance Licensing Completion an assetAdditional Information Work from Home Eligibility & Requirements You will begin your employment with us working from home, if you meet the criteria of the work from home program. The criteria for participation in this program includes, but is not limited to, a private quiet workspace and high-speed internet bandwidth. As the world recovers from the pandemic and we begin to return to office, these requirements may be subject to change based on the terms of the work from home program. Be confident you'll become the very best you can because we are committed to your ongoing development and growth. You can unlock your full potential and achieve your career goals while building your skills and gaining new perspectives. Your Commitment to training will include: • 2 Weeks of Licensing Preparation (4 weeks for Quebec) • Home Province Exam Licensing Pass (+5 Days Quebec Law) • 3 Month Inclusive Service Training & Practicum Program • Training is scheduled at 35 hours per week with full time attendance required. Scheduling Commitment to be determined upon successful licensing and completion of service training with proven proficiency in core capabilities. Are you ready to choose TD and be part of an exceptional team of individuals who are committed to making a difference in people's lives, at work, and in the communities, we live in? We want you! Click here to apply...Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
120712 - Data & Business Advisor
Vancouver Coastal Health, Vancouver, BC
Data & Business Advisor Job ID 2024-120712 City Vancouver Work Location Corporate Admin-520 W 6th Home Worksite 00 - Excluded - VCHA Labour Agreement Excluded Union 905 - Mgt/Excluded-VCHA (37.5 Hr) Position Type Baseline Job Status Regular Full-Time FTE 1.00 Standard Hours / Week 37.50 Job Category Health Information Management Salary Grade 07 Min Hourly CAD $38.13/Hr. Max Hourly CAD $54.82/Hr. Shift Times 0900-1700 Days Off Saturday, Stats, Sunday Salary The salary range for this position is CAD $38.13/Hr. - CAD $54.82/Hr. Job Summary Come work as a Data & Business Advisor with Vancouver Coastal Health (VCH)! Vancouver Coastal Health is looking for a Data & Business Advisor to join the Regional Quality Improvement Team. Apply today to join our team! Reporting to the Manager, the Data & Business Advisor plays a key role to fulfill the data & analytics needs of the Medical Quality Leadership and Practice (MQLP) team. MQLP team supports medical staff to build their capacity and capability so they can proactively engage with the system to improve clinical practice and health care quality. The incumbent works with medical staff to gather the requirement of their data needs for their quality improvement and practice enhancement effort, extracts & analyzes data from enterprise data warehouse, and liaises with other partners in the organization, such as Data & Analytics, IMITS, and other EMR vendors. The incumbent plays an integral role to support the medical staff in a complex & evolving data infrastructure & ecosystem. The ability to develop methodologies and also pay attention to technical details is expected. The experience of creating insights & compelling stories through data visualization is a must. Being self-motivated to expand skills, being curious to understand system level picture, and being open to trial new solutions is desired. Proficient skills in analytical & BI tools such as MS Excel, MS SQL, Tableau, Power BI, or other equivalent tools. As a Data & Business Advisor with Vancouver Coastal Health you will:Act as a project manager for assigned Decision Support projects by identifying major milestones, associated tasks and timelines, by monitoring progress and managing deliverables. Provide consultative services relating to Decision Support. Perform liaison role with Senior Leadership Team and program/service directors to establish user requirements.Provide leadership and development support for identification of performance indicators across the organization. Provide consultative services relating to quality management principles, concepts, tools and methods. Prepare relevant educational materials and formal presentations.Provide information support and leadership through expert analytical expertise, facilitation and coaching skills. Develop data collection tools and designs and implement databases. Provide expert assistance on the assessment of data validity and reliability. Provide analysis and application of appropriate statistical tests to information.Prepare confidential analytical reports and briefings for the Senior Leadership Team, as required, using information at the provincial and regional level in addition to corporate information sources. Maintain current awareness of provincial and regional uses of quality, utilization and financial information and potential implications of associated methodologies.Support redesign initiatives by performing diagnostic evaluations and by participating in process review and redesign. Identify redundant and non-value added tasks and work with project teams to align staffing requirements with revised processes. Provide project management, evaluation and measurement expertise and consultation services to teams, as required.Implement resource management strategies, such as clinical pathways, across the organization and monitor effectiveness.Provide development expertise in comprehensive, integrated report design and presentation of financial, statistical and clinical information using desktop on-line application processing tools. Require extensive liaison with Senior Leadership Team and other levels of management and access to detailed information of all types (including clinical information, financial information, payroll information, case cost information etc). Design reports with drill-down/roll-up capability at all levels of the organization structure, using information at the encounter level.Develop and maintain a database inventory detailing database elements, definitions, hierarchical design, interfaces, and hardware and software platforms. Liaise with Information Management Information Technology Services to accurately define data extracts from corporate systems and to establish a data transfer timetable to the Decision support Database. Work collaboratively with the Decision Support Team to prototype and test Decision Support applications.Maintain awareness of current information management trends and issues through literature review; conducting industry comparisons; benchmark reviews; seminars and workshops. Communicate with Decision Support Team to prototype and test Decision Support applications.Communicate user requirements to clinical appraisal and coding personnel. Provide education and instruction in use of on-line reports and databases, as developed.Carry out responsibilities in accordance with health and safety requirements. Immediately report unsafe situations by notifying supervisor or other appropriate personnel.Perform other related duties as assigned. Qualifications Education & ExperienceMaster’s degree in Business Administration, Information Systems or equivalent plus three years experience in Information, Utilization Management and Quality Management.Knowledge & AbilitiesAdvanced analytical and problem solving skills.Excellent communication skills.Expertise in the area of Decision Support including concepts, tools, methods and workload measurement.Knowledge of database design and report design at the intermediate to advanced level.Knowledge and skills in the development of dashboards, KPIs and BSC an asset.Knowledge of healthcare databases an asset.Advanced proficiency with desktop analytical tools including MS Office, SQL, SAS or other equivalent tools. Closing Statement The hours of work including days off and work area may be subject to change consistent with operational requirements and the provision of the Collective Agreement and applicable statutes. Successful applicants may be required to complete a Criminal Records Review Check.As per the current Public Health Orders, as of October 5, 2023, all employees working for Vancouver Coastal Health must be fully vaccinated for COVID-19 or have received a single dose of the most-recent, updated COVID-19 vaccine. Proof of vaccination status will be required.WHY JOIN VANCOUVER COASTAL HEALTH?VCH is a world class innovator in medical care, research and teaching, delivering service to more than one million BC residents. At VCH, we embrace thinking boldly, taking smart risks, and 'going first' when we believe it will lead to the best possible outcomes for patients and their families. We invite you to join us in creating healthy lives in healthy communities by showcasing our passion for care, connection to the communities we serve and our culture of teamwork that makes VCH a great place to work.• Comprehensive health benefits package, including MSP, extended health and dental and municipal pension plan• Grow your career with employer-paid training and leadership development opportunities• Wellness supports, including counselling, critical incident and innovative wellness services are available to employees and their immediate families• Award-winning recognition programs to honour staff, medical staff and volunteers• Access to exclusive discount offers and deals for VCH staff Equity, diversity, and inclusion are essential to our goals of creating a great place to work and delivering exceptional care. We acknowledge and accommodate unique differences and ensure special measures are in place so that all prospective and current employees are given an opportunity to succeed.We are committed to building a representative workforce and encourage applications reflecting diversity of sex, sexual orientation, gender identity or expression, racialization or ancestry, disability, political belief, religion, marital or family status, age, and/or status as a First Nation, Metis, Inuit, or Indigenous person.Vancouver Coastal Health is proud to be recognized as one of Canada's Top 100 Employers in 2024.Only short-listed applicants will be contacted for this posting. ***Employees of VCH must apply online via the Internal Career Portal on CareerHub, you are currently viewing the External Career Portal. Refer to the https://my.vch.ca/working-here/job-postings site for instructions on how to view internal job postings and how to apply as an employee. Current VCH employees who apply to this posting using this external site will be considered as an external candidate. Seniority will not apply.***Thank you for your interest in Vancouver Coastal Health. Options Apply NowApplyShareEmail this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Application FAQsSoftware Powered by iCIMSwww.icims.com
Senior Manager, Communications (Contract)
BMO, Toronto, ON
Application Deadline: 04/04/2024Address:100 King Street WestWorks collaboratively with the Private Wealth business/group and stakeholders to assess communications needs, recommend communications plans & solutions, secure necessary approvals, and create/deliver communication solutions that effectively support and address communications needs. Sources content and feedback, assesses information and translates thoughts into effective communications solutions. Delivers high quality communications solutions that target audiences can easily access, understand and action that are alignment with company standards.Acts as a trusted advisor to assigned business/group._Influences and negotiates to achieve business objectivesRecommends and implements solutions based on analysis of issues and implications for the business._Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Makes recommendations and solves problems to ensure communication solutions are implemented.Leads the communications strategy planning process bringing strategic, professional communications counsel, planning and direction to leaders.Develops strategies and tools to measure, analyze and report on the effectiveness of communications initiatives.Monitors and tracks performance, and addresses any issues.Makes recommendations for improvements based on insights.Leads the execution of communication solutions; assesses and adapts as needed to ensure quality of execution.Leads business/group change management activities from a communications perspective.Assesses communications requests to determine relevancy, appropriateness, pacing and sequencing, and alignment to business priorities.Gathers content from multiple sources and develops communications for various vehicles including leadership messages, intranets, town halls, newsletters, video, presentations and new social media.Identifies and liaises with the stakeholders about opportunities for communications to other groups (e.g. customers, media, etc.) to increase communication effectiveness and alignment.Assists and/or leads planning, development and execution of events and conferences.Acts as lead communications role in coded/confidential projects.Reviews progress to plans and escalates complaints, issues and concerns.Recommends, develops and executes communication plans and solutions based on an understanding of the business strategy and stakeholder needs, and in alignment with an overarching communication strategy.Provides communications advice and guidance to assigned business/group, on communication principles/programs/approaches, on effective ways to communicate (e.g. message development, vehicle selection, etc.), and on implementation of solutions.Proactively collaborates with internal and external stakeholders to provide business context in the design, development and implementation of communication solutions.Leads or participates in defining communication plans designed to positively influence or change behaviour; develops tailored messaging; identifies appropriate distribution channels.Reviews material to ensure it complies with relevant quality standards, including translation requirements.Coordinates, distributes and publishes communication solutions.Measures and sustains communications solutions impacting the target employee audience. Gathers feedback and continually evaluates the effectiveness of communication content and the vehicles/platforms/tools/technology (e.g. Intranet, Portal, conference calls, e-mail, shared drives and SharePoint sites, social networking platforms such as Facebook, Twitter, and blogs, etc.).Recommends improvements, changes, additions or deletions of communication content and the vehicles/platforms/tools/technology as necessary, and coordinates with partners to ensure content is up-to-date and relevant.Remains alert to new trends, tools and methods of communication, and makes recommendations on their application.Stays up to date on company and industry trends by forming and fostering relationships with employees across the company, so as to identify newsworthy items for communication and dissemination.Builds effective relationships with internal/external stakeholders and ensures alignment between stakeholders.Actively looks for opportunities for continuous improvement of communications processes and procedures, and participates/leads communications continuous improvement initiatives.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 in Communications, Public Relations, Journalism or a related field of study or an equivalent combination of education and experience.Writing & editing skills - In-depth.Uses a straight-talk and story-telling approach for communications.Ability to take technical and complex information and distill it to key messages that make sense for the audience.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.
Wealth Planning Consultant
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:3985 Highway 7 EastProvides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.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.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.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:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).Accounting experience + CPA is an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.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.
Wealth Planning Consultant
BMO, Ottawa, ON
Application Deadline: 04/07/2024Address: 979 Bank Street 6th FlrJob Family Group:Wealth Sales & ServiceProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.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.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.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:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).MBA considered an asset.LL.B/LL.L/LL.M is considered an asset.Life Insurance designation is considered an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.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:$63,500.00 - $117,600.00Pay 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.
Compensation Manager
Maple Leaf Foods Inc., Mississauga, ON
The Opportunity: Embark on an exhilarating journey with us as a Compensation Manager, where you'll be at the forefront of shaping our organization's compensation landscape. Reporting directly to the Director of Total Rewards, you'll wield your expertise to craft and implement compelling executive and employee compensation strategies spanning Canada and the US, all intricately woven into our overarching Total Rewards framework and organizational objectives. This role isn't just about numbers; it's about sculpting the future of how we reward and motivate our talented workforce. Any MLF team member interested in being considered for this role are encouraged to apply online by April 08. Applications received beyond that date are not guaranteed consideration. Snapshot of a Day-in-the-Life: Dive deep into the intricacies of annual executive compensation programs, including the orchestration of long-term incentive initiatives. Act as a trusted advisor to senior executives and HR cohorts, offering sage counsel on all matters pertaining to executive compensation. Craft compelling narratives by preparing meticulous compensation data for proxy disclosures and high-stakes compensation committee meetings. Lead the charge in conducting comprehensive salary surveys and meticulously evaluating market data to inform executive compensation decisions. Keep a vigilant eye on the ever-shifting sands of market competitiveness, furnishing HR Business Partners and business leaders with incisive analysis to guide their strategic moves. Champion fairness and equity by spearheading Pay Equity reviews and ensuring unwavering compliance with legislative mandates. Roll out our suite of compensation plans and programs with precision, covering everything from pay policy formulation to incentive plan execution. Put your stamp on our organization by leading job evaluations and playing an active role in various compensation-related projects. Empower our leaders, HR partners, and employees alike through the development and delivery of bespoke compensation training sessions. Design and deploy key performance indicators tailored to the compensation and total rewards arena, setting the stage for informed decision-making. Offer your analytical prowess and strategic insights to steer us through various compensation-related events. What You’ll Bring: Masterful command of compensation practices, encompassing executive and employee compensation program design and implementation. In-depth knowledge of local regulations and compliance requirements governing the compensation landscape. Superior analytical skills and ability to analyze statistical and financial data. Adept at managing multiple projects with finesse. Your clients rave about your client-focused approach, bolstered by impeccable communication and consulting skills. A guardian of information integrity, committed to handling data with utmost accuracy, security, and confidentiality. A believer in continuous improvement, harnessing the power of data and technology to drive superior outcomes. Required Experience & Education Hold a Bachelor's degree in Business Administration, Human Resources, or a related field. On the path towards CCP or CHRP designation if not already acquired. Bring at least 5 years of hands-on experience in Compensation to the table, with a minimum of 2 years at the managerial level. Command advanced proficiency in Excel, PowerPoint, and the Microsoft Office suite. Familiarity with SAP/Success Factors and long-term incentive administration applications is an asset. What We Offer at Maple Leaf Foods: Being part of a high-performance, people-focused company that has an inspiring and unique vision to become the most sustainable protein company on earth, and a deep commitment to sustainable protein across North America. An inclusive company culture and a work environment that keeps our people safe, rewards excellence, and empowers everyone to learn and contribute their best. A hybrid work model that embraces remote work for eligible roles, helping team members achieve work-life balance-combining the best of both spending time working remotely, benefitting from focus time, and purposeful collaboration in the office setting. Competitive Health and Wellness benefits that offer flexibility to meet your individual or family needs, including programs focused on improving mental health and wellbeing. These benefits start on your first day of employment. Defined Contribution Pension Plan with company matching that starts on your first day of employment. Learning and development opportunities, including workshops, ‘speaker series’ events, and resources that allow you to develop your skills and progress your career. Comprehensive tuition reimbursement program that supports continuous learning and development of our team members through investment in eligible degrees, diplomas, professional certification, or trades programs. Supporting our deep commitment to community impact, we offer up to two paid days annually to volunteer at a cause of your choice. About Us: We’re a carbon neutral food company on a purposeful journey to Raise the Good in Food through better nutrition, safer food and workplaces, more humane animal care, and environmental sustainability efforts that protect our planet. We care about our communities and commit to reducing food insecurity in Canada. Join us on the journey. Let’s build a better future, together. We’re passionate about food. For more than 100 years, we’ve made delicious, healthy protein that Canadians love under iconic national and regional brands, like Maple Leaf, Schneiders, and Greenfield Natural Meat Co. We’re on a journey to become the most sustainable protein company - not just in Canada - but on earth. We are carbon neutral. We are one of the only food companies in Canada to set science-based targets. We aim to reduce our environmental footprint by 50% by 2025. We’re a global food company with more than 13,500 team members. We operate sites in 20+ locations across Canada. We also have locations in the U.S. and Mexico, and do business in Asia. A diverse and inclusive work environment Championing diversity and inclusion is a critical component to advancing our collective purpose and vision and living the Maple Leaf Leadership Values. We believe in building, investing in, recognizing, and rewarding remarkable people who value an inclusive workplace, embrace all forms of diversity, and commit to including every voice in our collaborative environment. We’re so much stronger when we know we’re accepted and valued for who we are and what we each bring to the workplace. We embrace a strong, values-based culture Our eight Leadership Values are our north star. They guide the decisions we make for all our stakeholders: our consumers, our customers, our people, our communities, our shareholders, and the environment. Doing What’s Right Shared Value High Performance Diverse and Inclusive Teams Disciplined Decision Making Our Accountability Intense Curiosity Transparency and Humility We thank all applicants for their interest in exploring employment opportunities with Maple Leaf Foods; however, only those selected for an interview will be contacted. Applicants may be subject to a background check and must meet the security criteria designated for the position. Championing diversity and inclusion is a critical component to advancing our collective purpose and vision, living the Maple Leaf Leadership Values, and delivering winning results. Accommodation is available upon request for applicants with disabilities in the recruitment and assessment process and when hired; please contact our Talent Attraction Team at [email protected]. Disclaimer: Please note that salaries posted on sites other than the MLF Careers Page are not a reflection of Maple Leaf Foods and are an estimated salary range provided by that particular job board. Maple Leaf Foods offers competitive wages and an attractive total rewards package, which will be discussed during an interview with our Talent Team. #LI-Hybrid
Wealth Planning Consultant
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 3985 Highway 7 East Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset. Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required. Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results. Develops internal/external networks and referral sources to grow business within the assigned region. Ensures that the region's client experience standards for financial planning and client relationship development are met. Acts as a trusted advisor to assigned business/group. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. 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. Works closely with Investment Advisors in the development and delivery of HNW management solutions. Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches. Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required. Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required. Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions. Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications. Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals. Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients. Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives. Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings. Protects the Banks assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. 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: WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study. Experience in selling to Investment Advisors or HNW clients. Experience in financial planning is an asset. CFP designation (IQPF in Quebec). Accounting experience + CPA is an asset. Working knowledge of financial planning software (NaviPlan an asset). Trust & Estate Practitioner. 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: $63,500.00 - $117,600.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help At 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. Well 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, well 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 others 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Senior Relationship Manager
BMO, Vancouver, BC
Application Deadline: 05/03/2024Address:595 Burrard StreetAs a Senior Relationship Manager, you will be supporting our Dealer Finance Commercial banking team on complex lending while focusing on relationship management and business development for our BC region. This role collaborates with various regions such as Cash Management, Private Wealth, and other Commercial Banking partners. Please note this is a hybrid opportunity and requires working at our office in Vancouver, BC on a regular basis.Facilitates 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.Leads and executes business development plans to that business goals are achieved or exceeded.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.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.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. MBA and/or CPA designation would be an asset.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job 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.
Senior Legal Counsel, Investment Transactions
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe Opportunity Manulife seeks a transactional lawyer with 3 to 6 years of meaningful work experience involving the structuring, negotiation and managing of complex private debt transactions, in particular private placement notes, project finance and P3 investments. This position works closely with the company’s front-office teams that originate investments around the world. The position will also collaborate with other business teams and legal colleagues in Canada, the United States and internationally to support asset origination, asset management, and corporate initiatives.The successful candidate will have deep knowledge of fixed income transactions of various types. Experience in cross-border transactions, regulated industries, infrastructure transactions and/or workouts and restructurings improves any candidacy. Above all, we seek a colleague who act as a trusted advisor and broad problem solver to partner with business clients to develop prudent, creative solutions that advance and protect the company’s interests.Specific Responsibilities:Partner with internal clients to analyze and structure opportunitiesReview, analyze and negotiate agreementsManage transaction processes from origination through closingDirect outside counsel in connection with transactions and other investment mattersKeep abreast of legal, regulatory and market developmentsApply legal principles in a practical way to support and protect the companyProvide general corporate advice to support the organizations investment businesses and operationsQualifications:Juris Doctor with 3+ years meaningful experienceLicensed to practice law in OntarioIntegrity, collegiality, team orientation, and professionalismStrong analytical abilities, excellent judgment and outstanding communication skillsPrior work experience at a major law firm and/or in a corporate environmentAbility to work optimally with clients and colleagues remotely across multiple time zonesAdaptability to shifting demands in an evolving environmentOur commitment:Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe build opportunities to learn and grow at every career stage.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive environment where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all partners and has a positive social and environmental impact.We bring a bold ambition and set of goals to drive transformation in our industry, a mission for “Decisions made easier. Lives made better,” a leadership team dedicated to your growth and success as well as our best, every day!#LI-HybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$114,730.00 CAD - $213,070.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Director, Sponsor Finance
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:100 King Street West About Sponsor Finance Mid-market Financial Sponsor & Private Equity relationships are managed in this group, Sponsor Finance, a part of Canadian Commercial Banking (CCB). Sponsor Finance is to ensure a high level of coverage designed to maximize opportunities within the sector and to align with the BMO risk appetite, while ensuring opportunities are structured and managed in a manner consistent with the risk characteristics. Sponsor Finance is closely aligned with Financial Sponsor coverage in BMO Capital Markets and with US BMO Sponsor Finance. About the Director role The Director, Sponsor Finance, is a key team member on deal teams, collaborating and generating solutions to current and perspective clients within sector market. The Director will take a leadership role in making recommendations regarding risk, deal structure, and client requirements for leverage buyout transactions (i.e. LBOs) by analyzing financial and operating data for trends in financial performance of companies and industries. In addition to leading the execution of new transactions, the Director will perform portfolio management tasks for accounts managed directly by Sponsor Finance. Primary new business responsibilities include assisting in all aspects of preliminary assessment of investment opportunities, due diligence investigations and analysis, preparation of investment recommendations, legal documentation, and disbursement of funds. This will also include managing preliminary financial modeling and assisting in the preparation of investment committee memoranda. To facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships, key Director, Sponsor Finance, duties, responsibilities and accountabilities include: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.Coordinates 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.Trains, mentors and leads a team of junior bankers while managing work flow of deal team 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: Seasoned professional with a combination of education, experience and industry knowledge with a demonstrated history of successful business development, including ability to network in external marketsTypically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Able to manage ambiguity and balance multiple prioritiesCredit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated knowledge of private equity industry and market's competitive environmentExperience in contact negotiations with both clients and legal counselRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthResource Planning - WorkingFinancial and Working Capital Understanding - In-depthStrategic Thinking - In-depthVerbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Data driven decision making - In-depth / Expert.Grade:8Job 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.
Senior Relationship Manager
BMO Financial Group, Vancouver, BC
Application Deadline: 05/03/2024 Address: 595 Burrard Street Job Family Group: Commercial Sales & Service As a Senior Relationship Manager, you will be supporting our Dealer Finance Commercial banking team on complex lending while focusing on relationship management and business development for our BC region. This role collaborates with various regions such as Cash Management, Private Wealth, and other Commercial Banking partners. Please note this is a hybrid opportunity and requires working at our office in Vancouver, BC on a regular basis. Facilitates 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. Leads and executes business development plans to that business goals are achieved or exceeded. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. Conducts independent analysis and assessment to resolve strategic issues. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. May network with industry contacts to gain competitive insights and best practices. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Manages the risk of the assigned complex portfolio in a timely and precise manner. Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Banks position. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. 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 clients/prospects 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. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. MBA and/or CPA designation would be an asset. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated history of successful business development, including ability to network in external markets Demonstrated knowledge of relevant industry verticals and markets competitive environment Experience in contact negotiations with both clients and legal counsel Experience drafting responses to complex RFPs Experience with Sales Strategy and Sales referral process development Risk Management - In-depth Sales and Service Management In-depth Relationship Management - In-depth Change Leadership - Working Conflict Management & Resolution In-depth Resource Planning Working Business Acumen In-depth Financial and Working Capital Understanding In-depth Strategic Thinking Working Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Compensation and Benefits: $84,000.00 - $156,000.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help At 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. Well 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, well 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 others 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Director, Sponsor Finance
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 100 King Street West Job Family Group: Commercial Sales & Service About Sponsor Finance Mid-market Financial Sponsor & Private Equity relationships are managed in this group, Sponsor Finance, a part of Canadian Commercial Banking (CCB). Sponsor Finance is to ensure a high level of coverage designed to maximize opportunities within the sector and to align with the BMO risk appetite, while ensuring opportunities are structured and managed in a manner consistent with the risk characteristics. Sponsor Finance is closely aligned with Financial Sponsor coverage in BMO Capital Markets and with US BMO Sponsor Finance. About the Director role The Director, Sponsor Finance, is a key team member on deal teams, collaborating and generating solutions to current and perspective clients within sector market. The Director will take a leadership role in making recommendations regarding risk, deal structure, and client requirements for leverage buyout transactions (i.e. LBOs) by analyzing financial and operating data for trends in financial performance of companies and industries. In addition to leading the execution of new transactions, the Director will perform portfolio management tasks for accounts managed directly by Sponsor Finance. Primary new business responsibilities include assisting in all aspects of preliminary assessment of investment opportunities, due diligence investigations and analysis, preparation of investment recommendations, legal documentation, and disbursement of funds. This will also include managing preliminary financial modeling and assisting in the preparation of investment committee memoranda. To facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships, key Director, Sponsor Finance, duties, responsibilities and accountabilities include: 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. Coordinates 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. Trains, mentors and leads a team of junior bankers while managing work flow of deal team 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 BMOs 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: Seasoned professional with a combination of education, experience and industry knowledge with a demonstrated history of successful business development, including ability to network in external markets Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Able to manage ambiguity and balance multiple priorities Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated knowledge of private equity industry and markets competitive environment Experience in contact negotiations with both clients and legal counsel Risk Management - In-depth Sales and Service Management In-depth Relationship Management - In-depth Resource Planning Working Financial and Working Capital Understanding In-depth Strategic Thinking In-depth Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Data driven decision making - In-depth / Expert. Compensation and Benefits: $84,000.00 - $156,000.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help At 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. Well 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, well 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 others 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Bilingual Insurance Advisor
TD, Montreal, QC
Hours Monday to Friday from 8am-8pm Saturday 9am-4pm Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview "Welcome to TD, how can I help?" Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than 25 million clients. TD Insurance colleagues are part of the greater TD family with a focus on helping protect our clients through the "accidents of life". Whether it be credit protection, life, health, travel, or auto insurance, we are here to help over three million Insurance clients across the country. Every day is an opportunity to learn, grow, and help our clients feel confident that we'll be there for them anytime they need us... Whether it's to proactively protect, or support during an unexpected moment in life - we are there for them!Job Details As a TD Insurance Advisor, you will provide solutions and counsel to new and existing TD Insurance clients. You will be goal oriented and strive to deliver business results. You will bring a passion for helping clients meet their needs with the right home and auto insurance coverage, all while always remaining purpose driven and devoted to delivering consistent, predictable and Legendary Experiences, every time. You are the voice of TD and your role is to: Think Like a Customer by asking questions and actively listening so you can effectively offer product solutions to our clients on every call, delivering legendary experiences and trusted advice. Act Like an Owner by contributing to an engaged culture that is committed to delivering business results and contributing to our communities. Execute with Speed and Impact by coming into work at your scheduled time, identifying and meeting your clients' needs, and protecting the Bank from risk. Innovate with Purpose by finding ways to simplify the way we work; solving problems effectively the first time. Develop Yourself and Colleagues by embracing diversity and respecting your colleagues; sharing best practices and supporting one another to achieve personal career goals with TD.As part of our Contact Center team, you will: Feel confident about yourself and your future by joining a team of skilled Agents that are committed to supporting your journey. We will invest in your career, setting you up for success with Insurance Licensing preparation, product and service training and dedicated coaching to ensure you are supported every step of the way. Thrive in an environment where diversity and inclusion are part of our core values; where you can bring your whole self to work and feel included and respected. Build your skills and gain new perspectives to succeed today and tomorrow in a rapidly changing world, with ongoing development and career path opportunities across TD to help you achieve your goals and build an exciting career. Have endless opportunities to take your career to new heights within the TD Family. When you join TD Insurance, it is only the beginning of your financial industry career. Enjoy a competitive salary, pay for performance incentives, reward & recognition programs, that show you how much we appreciate your commitment and contributions to our success. Receive a comprehensive benefits package that goes beyond just your health to help you achieve financial, mental, and physical well-being, which includes: • Competitive healthcare benefits that allow you to choose the coverage right for you• Employee Family Assistance Program to help you in unexpected moments in life• Employee Banking Benefits on mortgage financing, personal loans, credit cards, as well as preferred group rates on home and auto insurance• A variety of discounted events, attractions, hotels, technology, wellness, home services, apparel and much more, offered through our partners.• Discounted gym memberships• Staying connected with discounted wireless plans through Rogers, TELUS, and Bell• Saving on vehicles, childcare and even leisure travel with TD negotiated employee pricing and incentivesJob Requirements • Undergraduate Degree and/or • 2+ years relevant experience and/or • Home Province Insurance Licensing Completion an assetProficiency in Other than French As this requisition will be used to fill multiple future positions, we invite bilingual and French speaking candidates to apply. When a position opens up it will be determined whether that position requires knowledge of a language other than French. Additional Information Work from Home Eligibility & Requirements You will begin your employment with us working from home, if you meet the criteria of the work from home program. The criteria for participation in this program includes, but is not limited to, a private quiet workspace and high-speed internet bandwidth. As the world recovers from the pandemic and we begin to return to office, these requirements may be subject to change based on the terms of the work from home program. Be confident you'll become the very best you can because we are committed to your ongoing development and growth. You can unlock your full potential and achieve your career goals while building your skills and gaining new perspectives. Your Commitment to training will include: • 2 Weeks of Licensing Preparation (4 weeks for Quebec) • Home Province Exam Licensing Pass (+5 Days Quebec Law) • 3 Month Inclusive Service Training & Practicum Program • Training is scheduled at 35 hours per week with full time attendance required. Scheduling Commitment to be determined upon successful licensing and completion of service training with proven proficiency in core capabilities. Are you ready to choose TD and be part of an exceptional team of individuals who are committed to making a difference in people's lives, at work, and in the communities, we live in? We want you! Click here to apply...Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Senior Compliance Consultant, Group Benefits
Manulife Financial Corporation, Montreal, QC
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe Compliance Consultant will provide ongoing support to our Group Benefits business. Responsibilities will include handling inquiries and questions from our business partners, providing support on new and existing initiatives, legislation, marketing reviews and other regulatory compliance functions as may be required. The incumbent must have a detailed knowledge of the applicable compliance requirements, industry issues and be familiar with insurance and group benefits generally to develop solutions that meet business needs. In this role, the Compliance Consultant will interact with our business partners, management in the health and dental benefits and disability areas. They will also have regular interaction with our privacy Office, other members of our compliance team and legal counsel.Responsibilities:Develop, implement, and maintain compliance programs, policies, and procedures to ensure that Group Benefits applicable regulatory requirements are met.Support the marketing reviews and provide related approvals in accordance with Manulife policies and procedures.Investigate situations where a compliance issue has been identified, and either resolve the problem or advance to the Compliance Director and/or the Chief Compliance Officer.Investigate privacy issues in conjunction with the Privacy Office to provide advice and direction.Respond to sophisticated compliance inquiries from all areas of the business unit and provide timely advice and creative solutions to address the needs of members, advisors, plan sponsors and Manulife, while satisfying regulatory requirements.Assist with legislative analysis and impact assessments based on requests from the business relating to projects, initiatives, or new product lines. Develop, monitor, and deliver targeted employee training on compliance matters. Prepare self-assessments and other reports required by Divisional Compliance and Group Benefits management.Develop, and carry out, assessment programs to ensure compliance controls are operating optimally.Participate as a compliance representative on business initiatives and projects to improve compliance controls within Group Benefits.Participate in Divisional discussions regarding compliance programs.Draft documentation and supporting materials in support of audits and regulatory examinations and regulatory compliance incidents.Participate as a compliance representative on industry and regularity committees on behalf of the Group Benefits compliance functionParticipate in any other tasks that may be assigned from time to time.What we are looking forStrong compliance and/or legal experience in the insurance industry.Law degree or auditing background would be considered an asset, but not required.Compliance or Privacy designation or certification would be considered an asset, but not required.Familiarity with AML / ATF policiesExperience and relationship with The Autorité des marchés financiersKeen curiosity about reviewing, analyzing and interpreting legislation is idealProven track record to think creatively and look for solutions.Proven understanding of insurance products and procedures in various operational areas is an asset.Knowledge of applicable legislation and regulations is preferredAbility to readily recognize and evaluate the impact of current or potential compliance issues.Ability to quickly understand business processes and their risk implications, analyze sophisticated situations, reach appropriate conclusions, make practical recommendations and exercise good judgment in raising issues.Excellent written and verbal communication skills, with the ability to simplify complicated messages.Strong social skills, influencing and relationship management skills.Ability to work with fluid and changing accountabilities.Teammate who is willing to assist team members on projects and assist in sharing workloads when vital.Can work independently and in a team environment.Ability to deliver effective training on compliance issues and requirements.Interacts optimally with management and counterparts in other business units.Ability to interact with regulatory staff to ensure efficient handling of raised licensing issues. Maintains collaborative relations with regulatory staff.Ability to take ownership for compliance programs and operate ensuring compliance objectives are achieved.Professional demeanour and adherence to a high ethical standard.Ability to apply LAN and PC applications including: Windows, Microsoft Office, Excel.The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationMontreal, QuebecSalary range is expected to be between$81,450.00 CAD - $146,610.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Director, Corporate Finance
BMO, Pickering, ON
Application Deadline: 04/16/2024Address:1360 Kingston Rd, Unit 15Facilitates 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.Leads and executes business development plans to that business goals are achieved or exceeded.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.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.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 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.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job 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.
Senior Manager, M&A Corporate Finance - Vancouver
Deloitte,
Job Type:Permanent Reference code:125436 Primary Location:Vancouver, British Columbia, Canada All Available Locations:Vancouver, BC Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Have many careers in one Firm. Partner with clients to solve their most complex problems Be empowered to lead and have impact with clients, our communities and in the office. Are you looking for an opportunity to work with business owners and executives on M&A transaction and capital raises? Read more below about joining our group of dedicated M&A professionals!What will your typical day look like?Our team is looking for an Executive Director (Senior Manager) to play a lead role on M&A. Our sector focused Corporate Finance team is looking for an induvial with interest and experience in the Industrial sector. As part of your role, you will co-ordinate and perform critical aspects throughout the transaction lifecycle in a client-facing role, including: With the support of Analysts, Associates and Vice Presidents, be responsible for executing and closing divestiture and acquisition mandates, including the preparation of marketing materials, potential lender / investor analysis, facilitating due diligence, negotiating, and working with legal counsel to prepare purchase and sale agreements. Lead corporate finance transaction engagements (Options analysis, divestitures, acquisitions, mergers, etc.) Quickly develop an understanding of the client business and its drivers, including analysis of historical performance, working capital, capital expenditure, forecasts and underlying assumptions Be responsible for sourcing and closing transactions, with a strong focus on business development Work with senior practitioners to proactively develop solutions for clients in the industrial sector Develop proactive pitch presentations Build and maintain ongoing, long-term relationships with existing and potential clients Support Directors and Partners in their relationship management responsibilities, including with current and prospective clients Manage, develop, and mentor Vice Presidents, Associates, Analysts, and other staff About the teamThe Corporate Finance team is a collaborative group that creates value for clients undergoing a capital raise, merger, acquisition or divestiture. Our team is growing and we have consistently been recognized by MergerMarket as the #1 Financial Advisor in both Canadian and Global M&A deal activity (measured by deal volume). We are a group of collaborative and amazing people who value client service excellence while having fun and supporting the career growth and the development of each other.Enough about us, let's talk about youYou are someone with: Significant relevant work experience in investing and/or corporate finance, including a track-record of closing transactions Significant experience in the industrial sector Completion of a finance or accounting designation (CPA, MBA, CBV or CFA) Sound financial modeling and valuation experience Exceptional communication, presentation and writing skills Demonstrated ability to take initiative Transaction and execution experience An ability to quarterback files on day one Excellent interpersonal relations and demonstrated ability to work and lead effectively in a team environment Total RewardsThe salary range for this position is $105,000 - $208,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations). We'd love to hear from you! By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Corporate Finance, Financial, Finance MBA, M&A, CPA, Finance, Management