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Senior Legal Counsel - Remote
Staples Canada, Calgary, AB
Who we are Staples Canada is the Working and Learning Company. We are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. We look for people who are curious, approachable and passionate, and who enjoy finding solutions. If that's you, let's work, learn and grow together. We are building an inclusive and diverse team Staples Canada is creating an inclusive and diverse work environment. We welcome, value and thrive on perspectives and contributions from backgrounds that vary by race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion or physical ability. If you have a disability or special need that requires accommodation, please let us know Some of what you will do Reporting to the General Counsel, as the Senior Legal Counsel, you will support the Staples business by advising and guiding the business on legal and regulatory matters. Each day will be fast paced, challenging, rewarding and meaningful and you will be inspired to bring your best, every day. Specifically, you will: • Act as a true business partner in addition to being an excellent lawyer • Proactively identify legal and regulatory risks and work with the business to assess and manage risks • Play a key role as a trusted advisor in partnering on businesses growth strategies • Provide a communication approach that is clear and succinct to capture an audience • Leverage resources effectively and identify optimization opportunities to prioritize budget • Utilize outside counsel and other external resources as appropriate to ensure the Company is represented in a cost efficient and effective manner • Advise on various areas of law including: • Drafting, reviewing and negotiating agreements including business agreements and leasing agreements • Interpretation of existing agreements and material issues which may arise • Active litigation management • Privacy matters • Responding to regulatory inquiries and investigations • Labour and employment law matters • Corporate law and governance • Assist with mergers and acquisitions Some of what you need • LL.B or JD degree • 4-6 years of legal experience • In-house counsel expertise is an asset • French language an asset • Exceptional technical expertise and communication skills • Ability to establish relationships with business colleagues on short/long term tasks, projects and strategies • Ability to work on multiple projects simultaneously • Ability to thrive in a dynamic and fast-paced environment • Experience in the retail sector an asset but not required • Curious • Approachable • Passionate • Solutions Finder Some of what you will get • Associate discount • Health and Dental benefits • RRSP/DPSP • Performance bonuses • Learning & Development programs • And more... Additional Information • Office environment • The successful candidate can be located in any province in Canada
Corporate Lawyer
Bertone, Saint-Laurent, QC
Bertone is a Canadian real estate development company based in Montreal. The company, founded more than 20 years ago, has successfully built a diversified portfolio of commercial, industrial, residential, and mix-use properties in Quebec. Bertone is known for its dynamic team, its family atmosphere, its visionary and innovative developments as well as its entrepreneurial mindset and creative approach.Bertone is presently seeking a corporate lawyer to join its team. As the ideal candidate, you have a minimum of 5 to 7 years of real estate transaction experience gained in a reputable firm or a corporate lawyer with a top-tier real estate developer.Key Qualifications:LL.B, LL.L, and/or a JD from an accredited law school.Active bar licensure in at least the province of Quebec.The masculine gender is used without discrimination and for the sole purpose of lightening the text.Only selected candidates will be contacted.\\Bertone promotes the inclusion and diversity of its resources. We are committed to continuing to create an inclusive work environment. All application responses will be treated equally. Experience in the practice of real estate law and financing is a definite asset.Experience supporting multi-residential, retail, and industrial development is preferred.Ability to interact with people at all levels of the corporate structure, prioritize, and handle numerous competing demands in a high-volume, fast-paced working environment.Strong computer skills, including Word, Excel, and PowerPoint proficiency.Excellent organizational and planning skills with meticulous attention to detail.Exceptional written and verbal communication skills.Strong interpersonal and diplomatic skills.Highest standards of ethics and integrity.
Senior Legal Counsel, Capital Markets
BMO Financial Group, Toronto, ON
Application Deadline: 05/10/2024 Address: 100 King Street West Job Family Group: Legal Provides legal advice and services to BMO Financial Groups client-focused high-performing Commodity/Metals business that operates globally in a dynamic trading and regulatory environment. The candidate would support the business with a focus on: Obtaining legal opinions from external counsel in new jurisdictions Working closely with the BMO Legal Team and the line of business to negotiate documents that govern metals-related transactions including financing (metal loans, leases, consignments, prepaid forwards, deferred payment forwards), derivatives, trading of physically settled metal, metals storage and transportation, supply and offtake agreements and give up agreements Working closely with the BMO Legal Team and the line of business on other metals-related capital markets initiatives and policies Supports the capital markets business based on knowledge of legal principles, practices and procedures, and knowledge of the financial services industry and its environment. Influences and negotiates to achieve business objectives. Works to achieve organizational goals while minimizing legal risk. Responsibilities Include: Delivers legal advice, instructs external counsel and ensures compliance with internal policies and procedures. Drafts and negotiates metals documentation including OTC derivative confirmations, leases, consignments, confidentiality agreements, collateral agreements, and ancillary documentation. Participates in the design of legal advice strategies and approaches for capital markets activities and making recommendations to minimize legal issues, create efficiencies and contribute to growth. Operates at an enterprise-wide level and serves as the prime subject matter expert and a specialist resource to senior leaders and other internal/external stakeholders (including sales and trading, tax, corporate banking and cross-business risk) on relevant laws, regulations and policies. Identifies, exercises judgment and resolves complex, confidential and sensitive matters. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Resolves daily issues and/or escalates with appropriate analysis and/or recommendations. Implements areas of improvement to ensure consistency with marketplace. Geographic scope: up to global, with assistance of local counsel in each jurisdiction. Applies expertise and thinks creatively to address unique or ambiguous situations, identify risks and mitigants, and finds 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 legal practice or an equivalent combination of education and experience. Legal practice expertise in contract law, OTC metal derivatives, metals financing transactions, metals give-up agreements and other metals transactions. Ability to draft and negotiate metals documentation including (i) metals leases, consignments, loans, purchase agreements, master trading agreements, storage agreements, deposit agreements, inventory agreements, and transportation agreements, and (ii) OTC commodity derivatives documentation including ISDAs, CSAs, control agreements, confidentiality agreements, collateral agreements, risk participation agreements, give-up agreements, confirmations and ancillary documentation. Degree in law (LLB or JD) and license to practice law in relevant jurisdiction. Knowledge in legal field, typically with a functional or business line specialization. Knowledge of business and regulatory environment in which BMO Financial Group operates. Strong organizational skills and ability to prioritize wide variety of matters simultaneously. Negotiation skills - In depth / Expert. Verbal and written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Negotiation skills - In-depth / Expert. Collaboration and team skills; with a focus on cross-group collaboration - In-depth / Expert. Results-oriented, driven and self-motivated with a commitment to excellence. Seasoned professional with a combination of education, experience and industry knowledge. #BMOLRC Compensation and Benefits: $109,200.00 - $202,800.00 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.
Real estate law clerk
Dulku Law Professional Corporation, Mississauga, ON, CA
The Real Estate Law Clerk will be responsible for completing residential, commercial and builder transactions.The ideal candidate will have a minimum of 2 years of experience as a real estate clerk in a law firm setting and must be an individual who is responsive, resourceful, and possesses a professional attitude with great client service skills, and who manages assignments and priorities to ensure deadlines are met and files are continuously and consistently moving forward.MAJOR RESPONSIBILITIES & JOB DUTIESDrafting and Revising:Perform a variety of legal and administrative duties in the area of Real Estate law and will be tasked to prepare and manage documentation for residential and/or commercial real estate transactions from beginning to end.Drafting requisition letters and closing documentsDraft all routine correspondence and prepares drafts of registerable instruments, licenses and other documents, based on precedents and sample formsPrepare closing documents to complete real estate closings, including statements of adjustment and funds summariesDue DiligenceComplete all steps necessary to complete real estate transactions, including review of agreement, noting critical dates, submitting off-title search requests, conducting and reviewing all searchesSearch titlesAssess and resolve title issues, including analyzing and summarizing registered encumbrancesFile and Document Management:Maintain and update all current files and archives in filing systemPerform, review and summarize searches of title and off-title due diligenceOtherHandle complex and/or sensitive situations and multiple simultaneous responsibilities relating to real estate transactionsFamiliarity with corporate/commercial transactions, wills/estate matters, and/or civil litigation would be an assetMinimum QualificationsCompletion of a Bachelor's DegreeAbility to handle all aspects of residential real estate (e.g., reviewing and updating title, preparing closing documents and correspondence, submitting and reviewing title and off-title search requests, preparing electronic registration documents, etc.)Strong organizational and time management skillsProfessional communication skills with clients, lawyers and team membersExcellent multi-tasking abilitiesProven ability to manage a large workload volume, competing priorities and demandsSound ability to adhere to strict deadlinesProficiency in MS Office (Outlook, Word, Excel, PowerPoint, etc.), Teraview, Lawyer Done Deal, RealtiWeb, and PC LawAbility to work independently, take initiative and follow instructions with minimal supervisionAbility to work well within a team environment
IP and Product Counsel
Deloitte, Edmonton, AB
Job Type:Permanent Reference code:125208 Primary Location:Toronto, ON All Available Locations:Toronto, ON; Brossard, QC; Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kitchener, ON; Laval, QC; Moncton, NB; Montreal, QC; Ottawa, ON; Quebec City, QC; Regina, SK; Saint John, NB; Saskatoon, SK; St. John's, NL; Vancouver, BC; Vaughan, ON; Victoria, BC; Windsor, ON; Winnipeg, MB 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. Partner with clients to solve their most complex problems Build a network of colleagues for life Be empowered to lead and have impact with clients, our communities and in the office. Are you looking for an exciting opportunity to drive IP strategy and advise on legal issues pertaining to IP and product work for Deloitte's Office of the General Counsel? Are you looking to make an impact at a leading global professional services firm? Then we're looking for talent like you to join the OGC!What will your typical day look like?Working with the Assistant General Counsel, Commercial, as the IP and Product Counsel you will be responsible for providing legal support and advice related to IP and product development. You will drive IP strategy and serve as a subject matter expert in the commercialization of IP, navigating complex IP issues, and supporting commercial technology transactional work including advising on compliance with relevant laws, regulations, and industry standards. Responsibilities will include but are not limited to: Prosecution of patent and trademark applications, including supervision of outside counsel for those activities. Provide legal advice on the procurement, development, maintenance, and enforcement of IP matters, including patents, trademarks, copyrights, and trade secrets. Assist in establishing Deloitte's IP Committee and being an advisor on same. Provide IP legal support for client engagements related to intellectual property rights and licensing of technology, including advising, negotiating, and drafting complex commercial provisions related to technology agreements. Support internal business units and global initiatives across the Deloitte member firm network on product development and new offerings that require legal support for commercialization and protecting ownership rights in IP, including providing expert advice and support on technology matters pertinent to Deloitte, such as AI/Large Language Models, Data Use and Handling, and Open-Source Software. Develop and drive implementation of IP strategy aligned with corporate objectives, including managing policies for, and providing enablement training on, best practices for the use and protection of Deloitte's IP portfolio. Collaborate with cross-functional teams, including product teams, marketing, and business development, to ensure legal compliance and risk management. Conduct legal research and analysis related to IP and product work, including keeping abreast of industry trends, regulatory developments, and best practices. About the teamThe Office of the General Counsel is a national, high performing group of professionals providing legal advice to the Deloitte Canada firm and our business leaders. The OGC consists of approximately 30 people including lawyers, paralegals, law clerks and paraprofessionals. They advise on corporate, commercial, regulatory, risk, employment, and litigation matters. Our work is rewarding, and we see the impact of the services we provide to our clients. Enough about us, let's talk about you"Due to the nature of the role having interactions with National & Global clients, bilingualism in French and English is required for this position - Quebec based only."You are someone who has/is: Law degree qualified in Ontario or other Canadian Province. Active membership in good standing with the Law Society of Ontario or other Canadian Province. At least 7 years of experience in intellectual property and product work. Experience as a patent lawyer and in-house legal experience would be an asset. Experience in commercial technology transactional work. Strong analytical and problem-solving skills. Excellent written and verbal communication skills. (Bilingual in French and English - Quebec based only) Ability to work independently and manage multiple projects simultaneously. Strong attention to detail and ability to work under tight deadlines. A strong sense of ownership, inquisitive and enthusiastic about technology, enjoy being continually challenged, and demonstrated sound judgment in ambiguous situations. Ability to "think outside the box" and solution complex matters with creativity. Total RewardsThe salary range for this position is $140,000 - $260,000, 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) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). 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: Intellectual Property, Compliance, QC, Law, Patent, Legal, Quality
Senior Legal Administrative Assistant, Corporate-Commercial and Commercial Lending
Hunt Personnel/Temporarily Yours, Surrey, BC
Do you love the challenge of a fast-paced environment and are looking to contribute your legal skills to a supportive and passionate team? A tenured full-service law firm based in Surrey is seeking a highly organized and experienced Legal Administrative Assistant to support a busy group of solicitors and assist with corporate-commercial and commercial lending files from start to finish.This firm is in a very transit-friendly and convenient location, and they offer an attractive work environment, as well as lots of development opportunities.What’s In It For YouAn annual salary in the $75-83K range, comprehensive health, dental and vision benefits, a pension plan after 2 years of employment, a professional development allowance and plenty of growth opportunities, $1500 annual health spending account, vacation, sick and personal days, monthly social events and various discounts from surrounding businesses.What You’ll DoAssist with complex business acquisitions and divestitures (share, asset and hybrid transactions)Assist with simple to complex commercial lending/borrowing filesDraft and review various documents and correspondence including contracts, agreements and leasesPrepare transaction closing documentsManage files and closings for various transactions including preparing reports and invoicesManage lawyer calendars including scheduling meetings and coordinating workflowOther ad hoc duties as neededWhat You Bring Minimum 8 years of legal experience with a focus on corporate-commercial and commercial lendingLegal Administrative Assistant Certificate from an accredited post-secondary education is requiredFamiliarity with LTO and PPR documents, registrations and proceduresKeen sense of initiativeExcellent interpersonal and communication skillsOrganized with the ability to juggle competing priorities in a high volume, fast-paced environmentAbility to work independently and as part of a teamGreat attention to detail
Paralegal, Corporate-Commercial and Commercial Lending
Hunt Personnel/Temporarily Yours, Surrey, BC
Do you love the challenge of a fast-paced environment and are looking to contribute your legal skills to a supportive and passionate team? A tenured full-service law firm based in Surrey is seeking a highly skilled Paralegal with direct experience in handling complex commercial business ventures, residential and commercial transactions. This should include experience with purchases, sales, and share and asset transaction.This firm is in a very transit-friendly and convenient location, and they offer an attractive work environment, as well as lots of development opportunities. Keep reading to find out more!What’s In It For YouAn annual salary in the $70-100K range, comprehensive health, dental and vision benefits, a pension plan after 2 years of employment, a professional development allowance and plenty of growth opportunities, $1500 annual health spending account, vacation, sick and personal days, monthly social events and various discounts from surrounding businesses.What You’ll DoAssist with complex business acquisitions and divestitures (share, asset and hybrid transactions)Assist with simple to complex commercial lending/borrowing filesDraft and review various documents and correspondence including contracts, agreements and leasesPrepare transaction closing documentsManage files and closings for various transactions including preparing reports and invoicesManage lawyer calendars including scheduling meetings and coordinating workflowOther ad hoc duties as neededWhat You Bring Minimum 5 years of experience as a Paralegal, with a focus on corporate-commercial and commercial lendingParalegal Certificate from an accredited post-secondary education is requiredFamiliarity with LTO and PPR documents, registrations and proceduresGreat organizational skills and attention to detailExcellent interpersonal and communication skills (both written and verbal)Fantastic time management skills for juggling competing priorities in a high-volume and fast-paced environmentAbility to work independently and as part of a team
Realty Assets Manager
The City of Surrey, Surrey, BC
Overview As one of the fastest growing cities in Canada, City of Surrey is a globally recognized leader in building vibrant, sustainable communities through technology and innovation. City of Surrey employees are talented innovators, inspired by meaningful work and the opportunity to drive our city-and their careers-forward. Build a City. Build a Future at the City of Surrey. Employment Status Exempt - Regular Full-Time Scope Reporting to the Director, Realty Services, the Realty Asset Manager is responsible and accountable for managing the City's real estate portfolio including the disposition of real property, negotiation of new leases and lease renewals, road closures, coordination of tenant improvement projects, working with and managing external providers, consultants and other agencies on various projects and the preparation of budgets. The Realty Asset Manager maintains an excellent working relationship with residential and commercial tenancies, and initiates on-going cost-saving measures and develops new revenue opportunities. Responsibilities • Manages relationships with residential and commercial tenants. • Negotiate and document all aspects of real estate asset management services for the City, including agreements for leasing projects, agreements for the disposition of real property and other agreements such as licenses for telecommunication sites to generate revenue. • Manage lease contract preparation for projects by liaising with lawyers, real estate brokers, landlords, land surveyors, fee appraisers, project planners, consultants, and various user groups. • Oversee the City's rental portfolio and rental management contract. • Provide real estate advice and counsel to Senior Management within the organization to assist with business and operational decisions. • Provide input and recommendations in evaluating consultant selections, project tendering and strategic initiatives. • Work with external consultants such as appraisers, engineers, commercial brokers, land surveyors, environmental consultants and others with construction projects, renovations and/or maintenance projects. • Initiate and develop partnerships with public and private sector agencies to acquire, lease or sell property interests. • Assist the Director, Realty Services with the preparation and management of the Division's operating budget, recommending cost saving or revenue generating opportunities. • Develop and maintain key external stakeholder relations with Ministries, non-profit organizations, and others, and participate on various committees, as assigned. • Carry out responsibilities in accordance with health and safety requirements. Immediately report unsafe situations by notifying supervisor or other appropriate personnel. • Manage a staff of 4 regular full-time staff (property agents) within the Realty Asset Management Section and 2 full-time staff within the Administration Section. • Manages demolitions. • Maintains an Asset Management Plan for the City's residential and commercial inventory. • Performs other related duties as assigned. Qualifications • Degree from a recognized post-secondary institution in Business Administration, Urban Land Economics, Real Estate or a related field. An equivalent combination of education, training and experience will also be considered. • 7 years of progressively responsible related experience • Formal professional or technical designation, such as AACI, RI, IRWA, MRICS, RPA, FRI(E), would be an asset. • Demonstrated knowledge of Local Government Act, real estate laws, legal contracts, rights-of-way instruments, real estate appraisals, and lease and contract terms. • Demonstrated knowledge of selling or leasing properties. • Basic knowledge of current social issues such as homelessness within the City of Surrey. • Excellent negotiation, mediation and conflict resolution skills and ability to negotiate contracts, mediate disputes and resolve conflict situations. • Demonstrated ability to effectively lead and direct external consultants, and other stakeholders from project inception to completion. • Demonstrated knowledge of capital and operating budget control and related fiscal management. • Demonstrated ability to operate independently and as a member of a team. • Demonstrated organizational skills and the ability to multi-task. • Project management experience and/or land development experience would be an asset. • Excellent written and oral communication, interpersonal and relationship building skills. • Sound knowledge and understanding of the principles, and practices of property management. • Considerable knowledge of building structures and systems and an ability to recognize deficiencies and prepare summaries of work required. • Ability to build consensus with multiple stakeholders, often with conflicting agendas; display tact and diplomacy to deal with a broad range of professions and community stakeholders. Other Information Pay Grade: M3 - $130, 501 - $153, 530 Conditions of Employment Successful applicants must provide proof of qualifications. Closing Date This job will be posted until April 5, 2024. Our Values Integrity - Service - Teamwork - Innovation - Community
Private Banker - BMO Private Wealth
BMO, Montreal, QC
Application Deadline: 04/21/2024Address:1250 boul Rene Levesque OuestDevelops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank policy & procedures.Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio.Provides superior service to an assigned portfolio of clients with the objective of becoming their trusted advisor.Leads a deal team to meet client needs when acting as the lead relationship manager.Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance and addresses any issues.Ensures high quality of information obtained to support decisions.Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.Negotiates appropriate pricing using discretion where required to build a profitable portfolio.Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.Applies financial planning skills and concepts against each client's personal and financial situation.Acts as an ambassador to enhance BMO's reputation in the market.Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.Performs sales and service support activities to meet client needs and maintain overall service levels.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Bilingualism French and EnglishMust meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.Financial Planning accreditation IQPF required or in the process of completionWorking knowledge of Personal and Commercial credit and non-credit products.In-depth sales and client service skillsIn-depth business development skills with successful track recordExpert relationship management skills.Able to work independently, resolving complex or ambiguous issues or situations.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-depthCompétences pour la prise de décisions fondées sur les données - compétences approfondies.This position requires proficiency in English 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: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.
Legal - Legal Counsel, Commercial
Aritzia, Vancouver, BC
THE TEAMThe mission of the Legal Department is to maximize value for the business through legal advice and solutions that support profitable growth and proactively manage risk.THE OPPORTUNITYAritzia is growing and our Legal team is growing with it. This is a unique opportunity to be part of the team responsible for providing legal advice and advising on legal compliance and risk mitigation across all areas of Aritzia's business. As Legal Counsel, Commercial you will partner with internal business partners to support Aritzia's business activities and transactions with third parties. With your valuable contribution to the business in this role, the opportunities are endless-from a rewarding career in law to continued growth with Aritzia.THE ROLEAs the Legal Counsel, Commercial you will:Support the business in reviewing, negotiating, and drafting third party agreements.Partner cross-functionally to ensure Aritzia's compliance with consumer protection laws.Support Aritzia's corporate activities by providing legal services and compliance guidance.THE QUALIFICATIONSThe Legal Counsel, Commercial, has: Proven skills, education, and/or applicable certifications in: Law degree from a recognized university Recent experience and comprehensive knowledge of Canadian and US commercial laws, including experience as a practicing lawyer (prior in-house experience preferred) Experience in reviewing, drafting and negotiating contracts (including privacy and/or IT security would be an asset) Strong attention to detail, ability to work independently and as part of a team, and excellent organizational skills Excellent analytical, written, verbal, research, and communication skills. Ability to evaluate risk and manage competing priorities Current member in good standing of the law society of British Columbia [or other Canadian or US jurisdiction] A commitment to learn and apply Aritzia's Values and Business and People Leadership principles The ability to collaborate fluently with cross-functional partners A commitment to quality and investing in results that add value to the business THE COMPENSATIONThe typical hiring range for this position is $120,000 - $160,000 CAD per year. The final agreed upon salary may vary based on factors such as job-related knowledge, skills and experience. Additionally, this position may be eligible for bonus.We are always looking for top talent - if your qualifications differ from those listed above, the scope of work and final agreed upon salary may be adjusted to reflect your individual qualifications.Aritzia's Everyday Luxury compensation package goes beyond the base salary with endless growth and recognition opportunities through our pay-for-performance philosophy. Along with comprehensive benefits, aspirational workspaces and elevated employee perks and experiences - we provide it all.THE PERKSSome of the industry-leading benefits you will receive working at Aritzia:Product Discount - Maybe you've heard of our famous product discount? Or our exclusive private shopping events? You have now. A-OK Commissary & Café - Everyday Luxury dining, exclusive to Aritzia. Our in-house bistro and café is a private oasis where employees can enjoy curated, subsidized Everyday Luxury dining. The SET - Our in-office fitness studio and gym with state-of-the-art equipment, custom-created classes, and optional personal training. Open 7 days a week, works out well. Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial. Aspirational Workplace - Our offices are specially designed to be spaces of creativity, productivity, and inspiration. They're also dog friendly. Woof.Amenities - Additional amenities include a private parent's room, shower facilities with elevated complementary conveniences, bike rooms, and more.The Extras - We also offer a multitude of other perks like dry-cleaning, hotel and restaurant discounts, self-care promos and on-site medical care.ARITZIAAritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every person can enjoy a successful career. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Requests for accommodation due to a disability or any other protected characteristic can be made at any stage of the recruitment process and during employment by contacting our People & Culture Team.
Lawyer - ESG Legal Risk & Disclosure
KPMG, Calgary, AB
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG's ESG Legal Risk Services practice provides technical and legal advice to support clients' sustainability strategies, provides guidance to enhance ESG reporting practices, and mitigates legal risk. Core services include Core services include ESG legal risk / disclosure reviews (e.g. greenwashing), supply chain due diligence (e.g. modern slavery support), Indigenous ESG strategies and frameworks, ESG strategies, programs and reporting, as well as training and development for management, executives, and boards. Our ESG Legal Risk & Disclosure practice in Calgary is seeking a junior or mid-level Lawyer to support the delivery of ESG and sustainability strategy, performance, and disclosure-related services to public and private sector clients across a range of industries. What you will do Execute the delivery of ESG Legal Risk services under multiple ESG and regulatory frameworks (e.g., ISSB, CSRD, OSFI and SEC) and risk areas (e.g., compliance, legal, financial, strategic, reputational). Conduct legal applicability analysis of various forms of ESG legal and regulatory compliance requirements. Assist clients in developing ESG governance, strategies, roadmaps and workplans, programs, initiatives, processes and policy documents. Conduct benchmarking, current state and gap assessments, internal and external interviews, and engagement activities, as well as research and analysis of relevant risk and opportunity areas. Prepare and deliver presentations and reports to clients detailing observations, recommendations, using visuals and graphics to summarize trends, results, and data. Review, draft, and propose amendments to contracts and other commercial agreements. Educate clients on ESG-related regulatory requirements, leading practices, and legal risks on topics ranging from modern slavery reporting, climate-related disclosures, board competency and liability. Review and recommend improvements to ESG-performance data including but not limited to inventory and tracking, calculation methodologies, as well as completeness and accuracy of data. Conduct disclosure and due diligence reviews, identifying potentially misleading statements or graphics related to ESG strategy or performance. Legal support for financial, timely, and ESG-related public disclosure matters, including providing advice regarding client's disclosure obligations, reviewing disclosure material, and drafting disclosure materials. Identifying emerging legal and regulatory developments in securities laws, proactively assessing their impacts, and recommending changes to disclosures and related policies, practices and controls. Legal research and memorandum drafting. Stay on top of and summarize regulatory changes and developments related to ESG disclosure requirements, performance targets, as well as legislation and trends across E-S-G topics. Maintain an educational program to continually develop skills. Support client relationships and business development initiatives such as developing proposals. What you bring to the role A minimum of 4 years of corporate/commercial legal experience gained in either a top legal firm or in-house environment with exposure to ESG strategy, performance, or reporting. Legal experience and interest working on specific ESG issues (e.g., emissions, Indigenous reconciliation, supply chain, biodiversity, ethics, safety, risk management). Experience in developing and reporting and communications in accordance with global ESG disclosure frameworks (e.g. ISSB, CSRD, SASB, GRI), and climate-related disclosure requirements (OSFI, CSA, SEC). Industry knowledge is an asset as is experience with joint ventures, public-private partnerships, and major projects. Demonstrated energy industry experience, including a thorough understanding of the industry and applicable legislation and regulations. Experience assessing legal risks and opportunities related to environmental, social and, governance topics. Law degree (LLB, JD, and LLM) and other certifications (e.g., GRI, GARP, CPA). Qualified lawyer in good standing with the Law Society of Alberta. Member of the Alberta Bar. Knowledge of leading ESG disclosure frameworks (ISSB, CSRD, GRI, SASB, Integrated Reporting etc.) as well as current and emerging climate-specific disclosure requirements (e.g., OSFI, CSA, SEC) Desirable Skills An entrepreneurial spirit. Ability to identify legal risks and opportunities and apply regulatory requirements relevant to ESG strategy, performance, and disclosures. Ability to providing legal guidance in a clear and succinct manner to meet client needs. Ability to work on multiple or complex projects simultaneously and prioritize your time. Ability to deliver assignments on time, as well as manage competing demands, without sacrificing attention to detail. An aptitude to understand the clients' business and maintain strong client relationships internally and externally. Excellent written and oral communication skills (including creation of memos and presentations), with the ability to explain and discuss complex legal issues with legal and non-legal audiences. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
LG CNSL 3 - Legal Counsel - Closing date extended
BC Public Service, Victoria, BC
Posting Title LG CNSL 3 - Legal Counsel - Closing date extended Position Classification Legal Counsel Level 3 Union N/A Work Options Hybrid Location Vancouver, BC V6B 0N8 CAVictoria, BC V9B 6X2 CA (Primary)Salary Range LG CNSL 3 - $189,505.37 - $217,618.68 annually Close Date 4/16/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Attorney General Ministry Branch / Division Legal Services Branch/Litigation Group Job Summary An exciting opportunity to practice in the Litigation GroupLawyers in the Legal Services Branch discharge the duties and functions assigned to the Attorney General under the Attorney General Act. This Legal Counsel 3 position is a solicitor role providing legal advice to the Attorney General, the Province and other government associated persons and entities on a wide range of constitutional issues, including the validity of legislation. The work of a Legal Counsel 3 involves matters of a confidential and sensitive nature.The Ministry of Attorney General, as represented by the Attorney General, is the legal advisor to the government of British Columbia and is charged with ensuring that the administration of public affairs is carried out in accordance with the law. Legal Services Branch (LSB) supports the Attorney General in fulfilling this mandate by serving as legal advisor to government in civil law matters. LSB provides legal advice to government and ensures that legal risks associated with government operations are reduced. LSB's clients include all ministries of the government, Cabinet and certain public agencies.The successful candidate will ideally have the following skills, abilities, and competencies: excellent verbal and written communication skills; ability to manage a solicitor's practice with competing priorities and significant volume; strong analytical, problem-solving and research skills; strong interpersonal skills and a collaborative approach to their work; strong ethical principles reflective of the high standards expected of public servants; ability to provide sound legal advice on short timelines; excellent judgment; public service dedication and strategic orientation; ability to supervise and delegate tasks to support staff and junior counsel in a respectful manner; and ability to work independently and as part of a team. Job Requirements:In order to be considered for this position, your application must clearly demonstrate how you meet the education and experience as outlined below: must be a member in good standing, or immediately eligible to become a member, of the Law Society of British Columbia; and twelve or more years of call to the bar in a Canadian jurisdiction. Preference may be given to candidates with: extensive experience working for or against government or government-related entities or persons; extensive experience providing legal advice to government or government related entities on constitutional issues, including the validity of legislation; previous experience managing a large and varied caseload; significant experience working as a member of a legal team, including but not limited to experience working with paralegals, legal assistants, and junior counsel; and/or significant experience mentoring junior counsel. For questions regarding this position, please contact [email protected] About this Position: Amendment March 26: Posting closing date extended to April 16. Amendment March 26: Location updated to include Vancouver. This position is subject to membership in the Professional Employees Association. This position is based out of the locations listed above. Flexible work options are available; this position may be able to work from home a few days a week subject to an approved telework agreement. An eligibility list may be established to fill future temporary and permanent vacancies.Employees of the BC Public Service must be located in BC at the time of employment.Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.How to Apply: Your application must clearly demonstrate how you meet the job requirements listed above.Cover Letter: YES - A cover letter is required as part of your application. The content and/or format of your cover letter may be evaluated as part of the assessment process.Resume: YES - Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.Questionnaire: YES - You will need to complete a basic questionnaire to demonstrate how you meet the job requirements.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Court and Judicial Services
Mortgage Specialist
BMO, Victoria, BC
Application Deadline: 05/30/2024Address:1225 Douglas StreetCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation & Benefits:100% Commission RoleGrade:5Job 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.
Mortgage Specialist
BMO, Edmonton, AB
Application Deadline: 05/30/2024Address:5340 75th Street NWCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation and Benefits: 100% commission roleGrade:5Job 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.
Mortgage Specialist
BMO, Surrey, BC
Application Deadline: 05/30/2024Address:135 - 15850 26th AvenueCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation & Benefits:100% Commission RoleGrade:5Job 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.
CR CNSL 2/3 - Crown Counsel
BC Public Service, Vancouver, BC
Posting Title CR CNSL 2/3 - Crown Counsel Position Classification Crown Counsel Level 3 Union CC Work Options Hybrid Location Multiple Locations, BC CA (Primary)Vancouver, BC V6B 0N8 CAVictoria, BC V9B 6X2 CASalary Range CR CNSL 2 - $163,797.23 - $212,423.25 annually CR CNSL 3 - $218,738.43 - $251,188.04 annually Close Date 4/23/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Attorney General Ministry Branch / Division BC Prosecution Service/Criminal Appeals and Special Prosecutions Job Summary A great opportunity to take the next step in your careerThe Criminal Appeals section provides conduct of all indictable appeals in the BC Court of Appeal and the Supreme Court of Canada, and applications for leave to appeal from summary conviction appeals; resolution of requests for Crown appeals from acquittal and sentence in indictable matters; primary involvement on the BCPS Post-Conviction Review Committee; and timely advice, assistance and guidance to trial Crown counsel on difficult issues of law and procedure. Criminal Appeals and Special Prosecutions (CASP) is responsible for the following areas of practice:(1) all indictable criminal appeals undertaken to the Court of Appeal for British Columbia and the Supreme Court of Canada, [Criminal Appeals Section];(2) prosecutions involving commercial crime, allegations against police and regulatory offences including environmental and workplace injury and fatality related prosecutions [Commercial, Police, & Regulatory Prosecution Section];(3) organized and major crime prosecutions;(4) providing prosecutorial litigation support to other prosecution offices within the BCPS in respect of constitutional challenges that arise in the trial courts [Prosecution Support Unit];(5) the delivery of legal resources and learning and development opportunities for the BCPS.(6) CASP is also responsible for coordinating French and bilingual prosecutionsCASP's management recognizes its responsibility to offer diversity in practice and is committed to facilitating the achievement of an enriched working environment. Upon their request and at the discretion of CASP management, the successful candidates may be given opportunities to conduct cases, either as counsel or co-counsel, in all sections of the office, when the operational requirements of CASP allow for it. Efforts will be made by the management group to facilitate access by all counsel to the full range of work available in the office. Assignment to individual cases is dependent on counsel's level of skill and experience.From time to time, the successful candidates will also, at the discretion of CASP management be required to conduct cases or provide litigation support with respect to matters falling outside of their assigned section but within the global mandate of the office. Assignments outside the successful candidate's principal area of responsibility will be made in consultation with the candidate.CASP is a division of the BC Prosecution Service (BCPS). The BCPS helps protect society by independently, effectively, and fairly conducting prosecutions and appeals at all levels of court. With approximately 550 Crown Counsel throughout British Columbia, the BCPS is divided into CASP, Headquarters, and five regions - North, Interior, Fraser, Vancouver, and Vancouver Island-Powell River.BCPS Crown Counsel pre-approve charges and prosecute offences under the Criminal Code, provincial statutes and regulations, and federal statutes, in accordance with BCPS policies and the Crown Counsel Act. Our Crown Counsel litigate some of the most interesting, challenging, and important cases in BC.For more information about the BC Prosecution Service, please visit our website .Compensation: Crown Counsel 2 - $163,797.23 - $212,423.25 annually Crown Counsel 3 - $218,738.43 - $251,188.04 annually 20 days of annual vacation to start, increasing over time to 35 days, plus 8 additional earned days off and 2 supplemental leave days An annual conference and a full spectrum of professional development and learning opportunities An attractive public service pension and benefits package Job Requirements: Membership in good standing with the Law Society of British Columbia, or immediate eligibility for call to the British Columbia Bar. Crown Counsel Level 2: Counsel in their 6th to 11th year of call, with a minimum of 3 years of recent criminal law (trial or appellate) experience as a called and practicing lawyer in Canada. Crown Counsel Level 3: Counsel in their 12th year of call or greater, with a minimum of 3 years of recent criminal law (trial or appellate) experience as a called and practicing lawyer in Canada. Significant trial and/or appellate experience Preference may be given to lawyers with: Eight or more years of experience Recent (within the last 3 years) experience in conducting criminal jury trials Recent (within the last 3 years) criminal appellate litigation experience Experience appearing before the Supreme Court of Canada Criminal prosecution experience Experience arguing complex issues including novel Charter issues Proviso: Travel is a requirement.Transportation arrangements must meet operational requirements of the ministry. IMPORTANT:Where there is a difference between thequalifications reflected in theposting and the Job Profile, thosestated on the job posting will be used for screening purposes.For questions regarding this position, please contact [email protected] .About this Position: Criminal Appeals and Special Prosecutions has one permanent Crown Counsel Level 2/3 position available in the Criminal Appeals section. An eligibility list may be established to fill future temporary and permanent vacancies. Flexible work options are available;this position may be able to work up to three days at home per week as per the Telework Agreement. Employees of the BC Public Service must be located in BC at the time of employment.Working for the BC Public Service: The BCPS is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. We welcome and encourage applications from women, visible minorities, Indigenous Peoples, persons with disabilities, persons of diverse sexual orientation, gender identity, or expression, and others who may contribute to diversity in the BC Public Service. Consider joining our team and being part of an innovative, inclusive, and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.The BC Public Service is an award-winning employer and offers employees competitive benefits, amazing learning opportunities and a chance to engage in rewarding work with exciting career development opportunities. For more information, please see What We Offer .How to Apply: Your application must clearly demonstrate how you meet the job requirements listed above.Cover Letter: NO- Please do not submit a cover letter as it will not be reviewed.Resume: YES- Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.It should also include the date and place of your call date and demonstrate how you meet the job requirements and any applicable preferences.Questionnaire: YES - You will need to complete a basic questionnaire to demonstrate how you meet the job requirements.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Review Act Check (CRRA) and Enhanced Security Screening will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Court and Judicial Services
Senior Legal Counsel, Commercial Contracting
PwC, Toronto, ON
A career in Office of General Counsel, within Internal Firm Services, will provide you with the opportunity to be a part of the Firm's legal department by providing dedicated legal support in the areas of litigation, counselling, and corporate, commercial, and employment law. You'll play an important part in all aspects of regulatory proceedings involving the Firm and its personnel by supporting on regulatory issues, advising the Firm on matters relating to its operations, supporting the Firm's client contracting function, and advising on matters related to employees.As part of our team, you'll help with researching background information related to legal issues and prepare legal documents. You'll focus on drafting contracts or legal agreements, retaining files of prepared legal documents, and coordinating requests between internal and external counsel. Meaningful work you'll be part of As a Senior Legal Counsel, Commercial Contracting , you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Support Chief Contracting Officer in delivering the Firm's client contracting requirements including matters related to advisory, audit and assurance, deals, and tax services, information technology, intellectual property, privacy, cybersecurity and policy development • Lead, structure, draft, review and negotiate complex contracts including master services agreements, global master framework agreements, managed services agreements, service agreements, engagement letters, licenses, complex technology and professional services transactions, secondment agreements, teaming agreements, and subcontracts, requests for proposals, artificial intelligence initiatives • Possess well-developed negotiation skills, with a strategic and creative approach. Negotiate and finalize deals in accordance with the Firm's policies, while ensuring adherence to laws and ethical behaviour .Optimize business outcomes and mitigate contractual and legal risks. Strong drafting skills with emphasis on attention to detail • Engrained business sense, with a desire to partner with the business to solve their most complex problems, including ability to collaborate and act as a subject matter expert on legal and commercial risk • Executive presence that can clearly articulate legal principles and deliver impactful advice to all levels of the organization • Monitor new and pending legislation to stay at the forefront of legal and business developments and assess the legal impact on the Firm. Serve as a trusted advisor to internal stakeholders on legal matters relating to new service/product offerings • Responsible for providing daily legal support to the business units by responding to inquiries regarding contractual interpretation and compliance matters. Anticipates the changing needs of clients and proactively adapt working style to effectively manage and facilitate change • Manage and work with external legal counsel in accordance with the budget • Coach, guide and support development of junior lawyers, contract specialists and offshore resources • Develops tools, including templates and legal briefs to educate the business units on contracting matters, legislative and case law developments and streamline the legal review process Experiences and skills you will use to solve • Relevant legal experience at a senior level with negotiating, drafting, and reviewing complex contracts • Law Degree (LLB/JD) and member in good standing with the Law Society of Ontario • Comfortable working on multiple files at the same time unilaterally and autonomously in a fast-paced environment • Experience with technology agreements, preferred • Business minded with a practical mindset and solution oriented • Strong work ethic and communication skills • A highly responsive and service-oriented attitude • Ability to prioritize and manage deadlines in a demanding work environment • Bilingualism in French/English, preferred • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people . We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Practice Management Consultant - Private Wealth (Western Canada)
BMO Financial Group, Calgary, AB
Application Deadline: 05/10/2024 Address: 525 8th Ave SW East Tower Job Family Group: Strategy & Change Provides subject matter expertise and effective solutions within a professional practice area of the assigned portfolio to support business/group strategies. Ensures that initiatives and solutions, programs and processes are consistently and effectively implemented across the business/groups. Develops professional practices to scale and maturity for various roles through defined practice management tools & techniques, standards as well as the adoption of the associated behaviours. Conducts training, coaching, facilitation and applies change management expertise to drive business results. 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. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Observes and coaches individuals & teams to practice management standards & approaches to drive business results. Executes individual/team evaluation process to identify improvements to current approach by identifying key issues, outlining alternatives and action plans. Facilitates meetings and working sessions that leverage the practice management platform, tools and techniques to foster adoption. Identifies emerging issues and trends to inform decision-making. Helps determine business priorities and best sequence for execution of business/group strategy. Recommends and implements solutions based on analysis of issues and implications for the business. Influences and negotiates to achieve business objectives. Assists in the development of strategic plans. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions Collaborates with internal & external stakeholders to successful implementation of practice management solutions Provides input into the planning and implementation of practice management programs. Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. Breaks down strategic problems, and analyses data and information to provide practice management insights and recommendations; includes recommendations across a wide of range of opportunities to drive business results. Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions Executes work to deliver timely, accurate, and efficient service. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Specific designations may be required e.g. Six Sigma, PMP, Agile Scrum Master. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $68,000.00 - $126,000.00 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.
Trust Administrator - BMO Private Wealth
BMO Financial Group, Halifax, NS
Application Deadline: 04/26/2024 Address: 1675 Grafton Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. Develops a rapport and instills confidence with the client to develop credibility as a member of the client / relationship team. Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust and Estate products and procedures. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Collaborates with internal and external stakeholders in order to deliver on business objectives. Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames. Ensures the timely and accurate processing of trade order management activities. Supports in audits and compliance reviews as assigned. Identifies and escalates all irregularities and discrepancies to management. Performs sales & service support activities as required to meet client needs and maintain overall service levels. Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Basic knowledge of Estate and Trust products and services. Trust industry experience. Applicable securities certification. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $35 700,00 - $66 100,00 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.
Specialist Capital Markets-Affirmations
BMO Financial Group, Montreal, QC
Application Deadline: 05/03/2024 Address: 129 rue St-Jacques O Job Family Group: Customer Shared Services Provides support and delivers specific operational processes to ensure timely and accurate settlement of Security, Derivative, Foreign Exchange and Money Market transactions executed globally, and confirms the activity is accurately recorded in the bank's book of records. Specific operational processes include pre and post settlement support related to account opening, confirmation, cash management, margin, and collateralization. Also provides support for specialized operations - Asset Servicing (corporate actions/entitlements), Correspondent Banking Services, and the Wire Payment Operations hub for the bank. Ensures compliance with all regulatory topics and reporting requirements related to the products and processes it supports. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Communicates with internal business partners and external customers to respond to standard and non-standard inquiries. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Monitors and tracks performance, and addresses any issues. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Executes work to deliver timely, accurate, and efficient service. Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager. May function as a problem-solving resource for more junior staff. Provides input and analysis into and participates in the planning, testing and implementation of continuous improvement projects as required. Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness. Analyzes data and information to provide insights and recommendations. Identifies and analyzes issues and problems, and resolves discrepancies in a timely manner. Deals with clients directly to resolve issues and/or escalates as required. Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations. Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. Understands the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained. Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes. Supports the development of tools and delivery of training focused on delivering business results. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Knowledge and experience using relevant systems and technology In-depth. Knowledge and understanding of the business units key products and services, processes and controls In-depth. Knowledge of the risk and regulatory requirements of the business Good. Prioritization skills Good. Customer service skills In-depth. PC skills (MS Word, Excel, PowerPoint) In-depth. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $44,500.00 - $82,500.00 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.