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Overview of salaries statistics of the profession "Retirement Services Account Manager in Canada"

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Advertising Account Manager

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Airline Trade Account Manager

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Area Account Manager

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Associate Marketing Account Manager

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Associate National Account Manager

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Broker Account Manager

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Business Account Manager

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Business Development Account Delivery Manager

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Business Development Account Manager

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Car Finance Account Manager

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Client Account Manager

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Commercial Account Manager

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Commercial Lines Account Manager

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Corporate Account Manager

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Customer Account Manager

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Defence Account Manager

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ECommerce Account Manager

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Enterprise Account Manager

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Hose And Gasket Account Manager

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HVAC Account Manager

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Internal Account Manager

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Key Account Manager

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Lead Account Manager

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Major Account Manager

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Medical Account Manager

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National Account Manager

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National Accounts Sales General Manager

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New Business Account Manager

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Paid Search Account Manager

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Pharmaceutical Account Manager

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Regional Account Manager

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Sales And Marketing Account Manager

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Sales Office Account Manager

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Service Account Manager

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Strategic Account Manager

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Tactical Account Manager

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Technical Account Manager

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Telephone Account Manager

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Territory Account Manager

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Wholesale Account Manager

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Client Service Associate, BMO Nesbitt Burns (Contract)
BMO, Calgary, AB
Application Deadline: 04/25/2024Address:525 8th Avenue SW 9th FlrSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Responsibilities:Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good. Please note the base salary for this specific position in Calgary is $40, 000. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Associate Manager, Audit and Advisory Services
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe primary focus of this position is to work on internal audits within the North America General Account Group and the Wealth and Asset Management Segment of Manulife Financial. The General Account Group manages investment portfolios related to the insurance business, and the Wealth and Asset Management segment manages third party assets (i.e. mutual funds, institutional client funds, separately managed accounts). Audits of these businesses cover a wide range of asset classes in both the public and private markets, including equity, fixed income, derivatives, commercial mortgages, timber and agriculture. The audits include portfolio management & trading (front office), investment operations, compliance and risk management.The Associate Manager is accountable for completing assigned audit work of all types and the delivery of high quality, professional, cost-effective, value-added and risk-based audit services. The Associate Manager works under the direction of the Audit Managers and the Director. The Associate Manager will be assigned responsibility to complete specific components of the audit project. Responsibilities:Complete audit and advisory assignments in accordance with department methodology and Institute of Internal Audit (IIA) standards.Manages assignments within time budgets and target dates, reporting any timing problems or budget over-runs to the Audit Manager.Communicates/conducts interviews with management regarding the risks being managed by business unit; and assists in developing control objectives, “what could go wrong” statements and audit programs to evaluate these risks.Documents controls to mitigate risks, writes and executes audit procedures to test the design and operating effectiveness of these controls.Assists in presenting audit findings and recommendations to business unit management; resolve issues and reach agreement on appropriate solutions to mitigate the risk/impact.Assists in preparing audit reports, including executive summary and rating of adequacy of control environments, making practical and value-added recommendations to improve controls and the efficiency & effectiveness of operations; audits reports are to be clear, concise and well-organized, and issued within departmental service standards.Follows up on open audit issues until resolved, as assigned.Provides on the job training and feedback to staff auditors assisting on assignments and contributing to their development.Assist business unit management by providing risk management consulting support, education and training.Complete assigned work required to support External Auditors.What motivates you?You obsess about customers, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking for:Experience and good knowledge of investments and asset management business risks and processes is required.Knowledge of investment areas such as credit risk, hedge accounting, complex derivative instruments, private equity investments and/or investment valuations would be desirable.University degree is required.A recognized public accounting (CPA), internal auditing (CIA, CFSA), or investment management (CFA) designation is desirable.3 plus years of financial services experience within internal/external audit, risk, compliance or equivalent financial services business experience.Demonstrated understanding of business processes and their risk implications, analyze situations, reach appropriate conclusions, and make value-added and practical recommendations.Demonstrated knowledge of audit methodologies, project management and system development methodologies, control frameworks and risk management practices, and regulatory requirements.Ability to effectively communicate ideas and recommendations orally and in writing, and to listen and consider ideas of others.Customer focus and commitment to quality.Results oriented; ability to balance multiple priorities and projects.Ability to deal effectively with staff and audit management.Good data analytical skills and understanding of Power BI is an asset.Leadership skills in achieving departmental, project and individual objectives.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to you:Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.#LI-hybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$70,350.00 CAD - $117,250.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Client Service Associate
BMO, London, ON
Application Deadline: 05/03/2024Address:255 Queens Ave, Suite 1900Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in London is $40,000.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Manager Underwriting
Manulife Financial Corporation, Waterloo, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe opportunityManulife’s insurance business is a multifaceted and industry-leading area that includes a world-class underwriting organization. The Underwriting team is growing! We are looking for a high-energy, passionate, customer-obsessed, and creative individual to join our leadership team to help manage day-to-day business operations and drive performance through transformation.Reporting to the Managing Director of Underwriting, the Underwriting Manager is primarily responsible for operational effectiveness and developing and supporting our strategy to ensure timely, cost-effective service.ResponsibilitiesLead service delivery of the Underwriting area within the established service level agreements, handling escalated customer issues and ensuring the operations provide real value to our customers.Take personal ownership of consistently meeting standards and targets.Improve the efficiency of staff by recruiting and developing highly cohesive and motivated teams, evaluating individual and team performance, addressing performance-related concerns, initiating corrective action, conducting staff performance appraisals, managing reward and recognition, and talent management.Provide leadership and technical direction for the development of staff, and the creation of a positive and productive work environment.Build and maintain strong internal and external working relationships including presentations to advisors and distribution or office visits when needed.Ensure ongoing partnerships and collaboration.Work with multiple teams in all locations to ensure quality and service.Innovative and always looking for opportunities to continually improve our business and serve our customers.How will you create impact?The role provides overall management direction and builds and leads a successful Underwriting team. This is accomplished through effective recruitment, retention, and development of staff and the creation of a positive work environment that encourages participation, ownership, responsibility, innovation, initiative, integrity, and a sense of pride in the operations and in Manulife.To succeed in this role, you need to thrive in a fast-paced and dynamic environment and commit to service excellence through building effective relationships across the organization at all levels. As a representative of Manulife’s brand, you will be encouraged to model our values and understand our business strategy and mission.The Underwriting team is 120 strong consisting of Individual, Affinity, and Group business which supports multiple distribution channels including Advisor Services, Managing General Agencies, and National Accounts. The business services both advisors sold and direct to client markets. Several product lines such as Life, Critical Illness, Disability, Mortgage Creditor, and Health and Dental are handled by the underwriting team. The team is also diverse in people and location. We have people in all offices as well as working-from-home individuals. The Underwriting team is responsible for risk assessment, analyzing experience, and projecting trends.What motivates you?You obsess about customers, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking for?For Québec candidates, bilingualism is required (French/English) -The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.Demonstrated leadership skills and accountabilities including staff development and team engagement.Excellent understanding of Insurance Products and Industry knowledge - underwriting background an asset specifically living benefitsOutstanding relationship skills, building strong relationships with internal and external business partners.Resilient and adaptable when working under business pressures and sales deadlinesSuperior communication skills, both written and verbalExcellent negotiation, influencing, problem-solving, and decision-making skills.Ability to effectively work with a remote and geographically diverse team.Willingness to problem-solve directly with key stakeholders.Strong operations orientationResults OrientedPresentation skillsDedication to learning and professional developmentWhat can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationWaterloo, OntarioSalary range is expected to be between$78 975,00 CAD - $142 155,00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Client Service Assistant
BMO, Vernon, ON
Application Deadline: 05/25/2024Address:2806 32nd StreetSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
NHC Account Specialist
Rogers, York, ON
NHC Account Specialist Our dedicated specialists are proud to offer our customers seamless and simple technology that fits into any lifestyle. Our fibre network supports millions of customers with high-speed Internet, TV, and Smart Home Monitoring to keep Canadians connected to the people and things that matter most. We know that our customers rely on us to provide them reliable connectivity, that is why we have made a commitment to providing the fastest and most consistent network in the areas we serve. We are growing our Field Sales team and are looking for team members that are customer focussed and committed to delivering impact in everything they do. Come play a key role in building the future of innovation in Canada. What's in It for you: We're all about investing in our team members, offering fantastic benefits and perks, such as: Uncapped Earning Potential: Receive a competitive base pay, commissions, and a vehicle allowance - top performers rake in six figures! Welcome Bonus: Kickstart with a $3,000 welcome bonus in your first month. Wealth Accumulation: Benefit from a great pension plan, Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA), and company matched share purchase program options Enjoy the Perks: Employee discounts that can offer up to 50% off our Rogers & Fido products and services Health: Quick access to one of the best flex health & dental benefits, Parental Leave & Top Up, Mental Health and Support benefits- 100% coverage, Employee and Family Assistance Program benefits Healthcare from Home: Connect with healthcare professionals through a virtual walk-in clinic. Stay Fit: No-cost fitness membership with access to virtual classes Giving Back: Rogers Gives Together is our company's employee giving and volunteer program which offers choice, flexibility, and opportunities for our teams to give back where we live, work and play Learn and Grow: We invest in our people to unleash their potential so we can win as a team! We are committed to developing our teams and staying ahead of the trends through in-person training, virtual courses, mentorship, coaching and collaboration. Commitment to Diversity: We all bring something different, and we know what makes us different makes us great. We have a strong commitment to diversity and inclusion with employee resource groups supporting equity-deserving groups including groups representing People of Colour, 2SLGBTQ+, Indigenous Peoples, Persons with Disabilities and Women. What you'll be doing: Act as single point of contact for builders and consumers for sales and service inquiries Prospect niche/local builders where there is an unestablished relationship with where Rogers doesn't have an established relationship already Develop a professional brand based on credibility, service and accountability with both builders and consumers Build rapport and trust with new construction builders and home buyers in your territory Maintain consistent on-site presence at Builder sales offices to deepen relationships and grow your network Seek and develop co-branding opportunities that yield mutual benefit for Rogers and builders Speak persuasively on the competitive advantage of Rogers current marketing offers vs competitors Provide insight to builders into upcoming evolution of connected home technology landscape Navigate new construction process and proactively overcome potential internal challenges and roadblocks on behalf of the builder Establish relationships by attending key industry and community events Work closely with Consumer Major Accounts Account Executives to ensure seamless transition of New Home Construction accounts from construction phase to move-in phase Maintain NHC Industry knowledge and info on competitive landscape for fluid and agile collaboration with Rogers Marketing team on developing take-to-market new offers quickly Manage both tactical and strategic perspectives on market conditions and health of territory relationships Continual updating and tracking of occupancy data in order to maintain accurate penetration reporting Be the first point of contact for technical issues and questions from builders and consumers Maintain technical expertise to respond to Builder inquiries on installation equipment and protocol Engage and collaborate with Rogers Tech Support to resolve customer and builder technical problems What we are looking for: Experience in a B2B/B2C sales and/or Account Management position preferred Proven ability to use sales and customer service skills to build customer relationships and develop client-based solutions Ability to thrive in a sales environment by exceeding targets Excellent interpersonal, written and oral communication skills Post secondary education (Diploma/Degree) Ability to work in a fast-paced environment, under pressure and tight deadlines Knowledge of the residential construction industry is an asset Strong time management and organizational skills Proven ability to interpret and create reports to identify opportunities for improvement Valid Drivers licence and ability to travel Schedule: Full time Shift: Flex Time Length of Contract: Not Applicable (Regular Position) Work Location: 857 York Mills Road (857), North York, ON Travel Requirements: Up to 75% Posting Category/Function: Sales & New Business Development Requisition ID: 303073At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Rogers BusinessLocation: North York, ON, CA Richmond Hill, ON, CA Scarborough, ON, CA Toronto, ON, CA Pickering, ON, CA Mississauga, ON, CA Markham, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Construction, Business Development, Equity, Branding, Engineering, Customer Service, Sales, Finance, Marketing Apply now »
Manager, Portfolio Management Group
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 100 King Street West Job Family Group: Wealth Sales & Service Address: 100 King Street West The Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canadas Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Private Investment Counsel (BPIC)s philosophy, strategies and mandates. Key Accountabilities 1. Portfolio Administration and Implementation 2. Leadership & Team Effectiveness 3. Project Management 4. Risk Management & Control ACCOUNTABILITIES 1. Portfolio Administration and Implementation Implement investment recommendations of the Investment Policy Committee and investment managers by generating orders and executing transactions in BPICs discretionary accounts. Support Investment Counsellors in the administration and management of client portfolios by generating orders and executing transactions upon request. Maintain low portfolio variability with established investment models to keep performance in line with internal benchmarks. Proactively review client accounts to ensure portfolios are managed in an efficient manner by utilizing portfolio management software capabilities while ensuring compliance with investment constraints. Proactively liaise with the trading desk to enhance synergies. 2. Practice Management and Team Effectiveness Establish and maintain positive relationships with Investment Counsellors and provide guidance to Investment Counsellors in the management of client portfolios. Coach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in the resolution of complex issues. Provide insight and share expertise with team members and colleagues in regards to BPICs investment platform and products. Support a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change. Provide feedback and support to the Regional Directors of Investments. 3. Project Management Assist, as subject matter experts, with ad-hoc projects in support of BMO Private Wealth Canada initiatives. 4. Risk Management and Control Protect the Banks assets and clients by ensuring proper adherence to all aspects of First Principles, Our Code of Conduct, Ethics, and compliance policies and procedures relating to private client money management. Knowledge and Skills Knowledge Credentials and experience sufficient to achieve registration as Advising Representative with Provincial Securities Commissions is required (earned CFA Charter and has gained 12 months of relevant investment management experience in the 36-month period before applying for registration; or received the Canadian Investment Manager designation and has gained 48 months of relevant investment management experience, 12 months of which was gained in the 36-month period before applying for registration) University degree CFA Charter or Canadian Investment Manager designation Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Private Wealth or Investment Management divisions. Skills Strong understanding of portfolio management principles and the regulatory environment. Ability to work in a fast-paced environment Excellent interpersonal, communication, relationship management and persuasion skills (verbal, listening and writing) Strong attention to detail and analytical skills as well as being organized and the ability to multi-task and take initiative Strong ability to work independently and as part of a team Strong understanding of financial markets, investment products and familiarity with taxation issues. Strong understanding of the regulatory environment Strong technical skills and exposure to portfolio management and trading (Charles River CRIMS and CRE) and book of record software (FIS Global Plus) is an asset. Strong computer skills: MS Office, MS Outlook, Bloomberg is an asset. Job Category: Individual Contributor / Collaborateur 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.
Manager, Centralized Branch Compliance Office (Bilingual)
BMO, Quebec, QC
Application Deadline: 04/14/2024Address: VIRTUAL61 - HomeRes - QC - BMOJob Family Group:Business Management#B2COperationsSupports the business/group leader in the effective implementation, maintenance and administration of first line of defense (1st LOD) programs (e.g., operational risk, AML, compliance, regulatory, etc.), including overseeing business operations within the jurisdiction to ensure adherence and efficiency. Contributes to a strong risk management culture through collaboration with other first line employees, and second & third line functions to ensure Compliance, AML or operational risks are identified, mitigated, monitored and reported on an ongoing basis.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Supports multiple, varied business units with corresponding number of regulators.Monitors and advises on management of risk requirements within the defined risk appetite.Manages/supports large/complex risk programs/frameworks /projects/initiatives to ensure risks are appropriately mitigated and regulations adhered to.Monitors industry and legislative developments and continuously updates programs to ensure they are competitive and effective.Supports the position on regulatory compliance Issues by interpreting requirements (existing, new and emerging) and identifying, analysing and addressing resultant gaps and issues, including those raised through the review of change initiatives. Understands the identified risk exposures and supports the development of action plans required to mitigate identified risks.Acts as a subject matter expert in the evaluation, development and implementation of an internal control system.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.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Monitoring to ensure that 1st line jobs are following defined processes and procedures.Develops, documents and maintains business/group procedures updating and obtaining approvals as regulations or the operating environment changes and communicates changes to the business/group & relevant stakeholder groups.Designs measurable sustainment strategies including assessing and recommending mitigations for industry/ segment-specific risks and prioritizing opportunities presented by internal and external stakeholders.Tracks exception/exemption requests and corresponding approvals.Facilitates training to ensure business unit employees fully understand requirements.Provides quality control for investigations, self-reports, examinations and independent reviews conducted by internal and external stakeholders, including regulators, providing verbal and written responses to requests for positions, action plans, information and/or documentationMay act as the designated Primary Business Unit Compliance Officer (BUCO) and/or Anti-Money Laundering Reporting Officer for the operating group and is accountable to meet all program requirements (e.g., Operating Group Compliance Program, AML Program Framework).Builds awareness, knowledge, and skills and, as necessary, provides communication, practical tools and ongoing support including making presentations, to promote a culture of risk identification and management.Supports the management of 1st LOD program for the business/group in compliance with appropriate principles, standards & direction from the second line of defense groups. Includes developing and promoting program and ensuring the execution of all program components.Works with assigned business/group leaders to implement 1st LOD programs and frameworks, developing and maintaining an in-depth understanding of the applicable regulatory and internal risk management requirements. Interprets and provides advice on the application of the requirements for the business/group.Develops and maintains an understanding of the business/group strategies and objectives, products and services, internal and external stakeholders and business processes as well as the underlying infrastructure to identify and manage implications and risk exposures for the business/group.Identifies, investigates, analyzes, documents & mitigates program risks, taking into account jurisdictional issues, and raises any issues or concerns to senior leaders and other stakeholders.Analyzes the impact and effectiveness of the program through periodic reviews.Recommends adjustments to the overall program, policy or processes within the business/group in accordance with the Risk Appetite Statement, Governance and Corporate Policy.Supports the business/group through internal/external audits or regulatory examinations and assists in development of action plans to resolve any identified issues.Provides support to the development and delivery of training and awareness programs within the business/group to increase awareness of and compliance to risk management requirements.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.Program management skills - In-depth.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.Bilingual (English/French) - Mandatory One of the RISR courses : Canadian Securities Course (CSC) by the Canadian Securities Institute (CSI) OR Canadian Investment Funds Course by the Investment Funds Institute of Canada (IFIC) OR Canadian Investment Funds Course by the IFSE institute OR Investment Funds in Canada Course by CSI One of the following courses: Branch Compliance Officers Course (BCO) OR Branch Compliance Officer's Course by the Institute of Canadian Bankers (ICB) OR Branch Manager's Examination Course by IFSE. 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:$68,000.00 - $126,000.00Pay Type:SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Account Executive Group Benefits
Manulife Financial Corporation, Waterloo, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionIn this exciting role with Manulife you will be responsible for the profitable management of a portfolio of group benefit clients, maintain and strengthen relationships with consultants/advisors, and work closely with them to ensure client happiness. This position will require you to meet annual financial, growth and profitability objectives for your assigned block of business.Capitalizing on sound industry knowledge, the Group Benefits Account Executive will develop and grow existing client and consultant/advisor relationships by delivering outstanding service, effectively communicate Manulife’s value proposition and group benefits products/services and represent Manulife professionally in client-facing meetings. You will keep clients and consultants/advisors advised on changes impacting Group Benefits and have an in-depth knowledge and understanding of Group Benefits products, services and workflows both internally and within the regional office environment.Excellent interpersonal skills, both spoken and written, and a passion for doing presentations and leading client meetings are a must to be successful in this role. The successful candidate will demonstrate outstanding negotiation/influencing skills and the ability to collaborate and work effectively with underwriting, customer service and other internal support teams.Key Accountabilities:Building and strengthening existing client and consultant/advisor relationships within the PrairiesAchieving annual sales, persistency, growth and profitability objectivesJob Requirements:Shown success in a similar role at Manulife, with another Insurer, or the Group Benefits industryStrong customer focusAbility to negotiate and influence effectively throughout the organizationExcellent presentation and communication skillsExcellent mathematical skillsAbility to think strategically and present innovative solutions to clients and consultants/advisorsOutstanding project management skills and ability to balance multiple exciting prioritiesProven track record to take initiative, be a strong self-manager and display integrityWillingness to develop as an expert in Group Benefit strategiesPositive relationship building and interpersonal skills together with strong active listening skillsSolid understanding of Excel, Word and PowerPointUndergrad degree or diplomaLife licensed, or ability to attain within 6 monthsDriver’s license and flexibility to travelAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Service Relationship Specialist
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionSupportSupport Distribution partners in the acquisition of new business; participate and present in finalist presentations and implementation meetings on the Mid-Market Segments. Assist internal partners in acquiring new business by serving as a liaison; take part as a subject-matter expert in the short-list presentations and ongoing meetings for implementing new business.Respond to benefit plan inquiries and resolve escalated and complex inquiries from Plan Sponsors, Plan Advisors/Consultants, and internal department contacts. Owning and respecting the unique demands of each customer while being considerate of the time frame ensuring a thorough response.Champion for a successful outcome for all involved, the Service Relationship Specialist role is responsible for the successful resolution and negotiation of all service escalations. Advocate for a favorable conclusion for all parties. All service escalations must be successfully resolved and negotiate by the Service Relationship Specialist.Initiate Amendment requests ensuring that information is complete and outstanding requirements are obtained in a timely manner to meet deadlines and meet effective dates of plan changes. Collaborate with our Customer Experience/Operations teams to facilitate information-sharing and identify key issues with our online customer.Assist with general internal initiatives related to Group Benefits services, products, and procedures.Facilitate multiple meetings with our Plan Advisors/Consultants and Plan Sponsors as well as internal teams.Take on special projects and/or research assignments for client needs.AdviseAs the face of Manulife, you build and maintain successful and lasting relationships with existing and potential partners. Understand the intricacies and complexities of each Plan Sponsor's Group Benefits designs and the sophistication of the Advisors/Consulting houses. Prepare and analyze and interpret client reports for review. Generate client reports using web analytics platforms via various reporting tools, requiring analysis and comparison of many reports to ensure we are fulfilling our customer’s needs. Provide expertise on Manulife’s digital experience for group benefits clients (Web, mobile, voice), and highlight key features and functionality.Support group benefits clients in driving adoption of our digital tools and experiences among their plan members Provide reporting on digital uptake/usage to help group benefits clients understand overall plan health and identify areas of opportunity for education/engagement. You drive results by reviewing special requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies.Establish and maintain client relationships by identifying current or potential needs and promoting client retention.Providing recommendations on plan design, service options, technology solutions and any ongoing administration needs to the client.Applies understanding of legislative and privacy guidelines to assist in client meetings.EducateDeliver presentations to employee groups to facilitate enrolment and/or introduce their Group Benefits (in person or remote). Meet with plan administrators to train and educate them on effective methods of plan administration.Lead customer workshops and training around product updates & new features Maintain direct contact with clients/advisors, proactively planning your client meetings to ensure regular connections are made.When new products are launched in Group Benefits, take the Lead together with the Account Executive to learn, present and speak to these new services. Become the expert in delivering and educating clients on these services and how it affects their population and what amendments are required to their plans if any.Using our Seismic Tools to put presentations together to present and deliver our services to clients.Clients rely heavily on the Service Relationship Specialist on how to manage new services and products that are launched, or on any new legislative initiatives.Coaching mindset and abilities enabling to define solutions and delivering outcomes. Shared Responsibilities:Works with a Team of Account Executives and collaborates with other Service Relationship Specialists.Assist new Service Relationship Specialists with Job Shadowing and Buddy system to ensure all members of the team can successfully represent Manulife Group Benefits Services.This job description does not represent a comprehensive listing of job duties that are required of the employee performing this role. We reserve the right to change duties or assign additional duties at any time with or without notice.Job Requirements:Minimum three to five years of work experience in Group Benefits. In-depth knowledge and understanding of the Group Benefits products and services.Building and strengthening existing client and consultant/advisor relationships.Proven ability to take initiative, be a strong self-manager and display integrity.GBA designation or working towards the designation an asset.Good knowledge of underwriting concepts. Strong technical and demonstrated analytical skills using Microsoft Office products, Excel and/or PowerPoint, Web Analytics platforms, to arrange and display relevant information during customer business reviews.Excellent presentation skills and the ability to influence decision makers in various areas of organization.Supports, participates, and presents in Mid-Market Finalist Presentations to attain new and keep existing Business out to Market.Strong customer-facing skills including expectation management, communication skills, information management.Ability to work independently and in a team setting, self-starter, innovative thinking with a keen eye for results and driven by quality.Outstanding analytical, strategic, and problem-solving thinking ability - enabling the candidate to recognize issues, outline possible implications and suggest solutions.Relationship-oriented; must be comfortable working with a wide range of individuals at different levels, managing across, up, and down and self-manage to meet timelines of multiple priorities.Capability to determine sensitive client needs or issues.Must have a valid driver’s license and a personal automobile.Competencies:Proven ability to determine business priorities, meet goals, manage high volumes of work.Excellent analytical, problem solving, interpersonal, organizational and time management skills.Negotiation and influencing skills.Strong attention to detail.Champion of superior service delivery and customer service, oral and written communication skills.Good understanding and knowledge of Manulife’s administrative systems.Independent, self-motivated individual with ability to manage multiple tasks and deadlines simultaneously.Strategic and creative thinker focused on finding solutions to unique Plan Sponsor needs.Persuasive communicator with an ability to clearly articulate ideas and present information.Collaborating internally across multiple departments.Ability to be flexible and empathetic and ability to manage conflicts.Proficient in the use of modern technology.Know and understand the growth and persistency strategies.Presenting together with the Account Executives at Client Service Meetings. Taking initiative to prepare and structure these meetings.Service Relationship Specialist attends all meetings for client’s re-enrolment of flex benefits with our Admin Advantage Teams and helps facilitate and ensure all tasks are brought to completion.Attend ongoing service meetings, maintaining and facilitating action logs with head office areas.Excellent planning and project management skills with a confirmed ability to complete projects within tight timeframes.Must be fully bilingual both oral and written (in Quebec only).Decision Authorities: This role directly impacts the Sales, Profitability and Persistency of the overall Distribution offices.Keeping existing clients by ensuring any potential service issues are resolved promptly and putting checks in place to prevent issues from reoccurring.Educating Clients on Manulife’s Group Benefits services that they would benefit from.Key Challenges:Managing high volumes of work within tight time frames and balancing competing priorities.Working with many Advisors/Consultants and Account Executives and balancing their demands, needs and expectations.When a service issue is identified, these could have a financial implication, it is critical that the issue be managed to resolution while ensuring that service and quality are maintained.Working Conditions:Occasional travel will be required within your region to Client Meetings, Wellness Fairs, Employee Sessions.This role will occasionally require working outside traditional business hours to meet client needs. Example - employee sessions for night shift workers.Work Smart options are available.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$56,400.00 CAD - $94,000.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Media Sales Account Manager
Rogers, Toronto, ON
Media Sales Account Manager Are you ready to take your career to new heights and be a part of a dynamic team at Rogers Sports & Media? We believe in creativity, innovation, and collaboration in everything we do, and we are looking for people who share this mindset to join us. With a monthly reach of 30 million Canadians, you can help shape the future of sports, news, e-commerce, and entertainment. At Rogers, we value diversity and inclusivity and believe that every voice matters. Join us today and be a part of a team that is redefining the future of media.We're looking for a dynamic sales and marketing professional to join our Toronto Media Sales Team as an 'Account Manager'The successful candidate: Will manage an existing list of valued advertisers plus develop news opportunities with both local and multi-market businesses and/or their media buyers. Will drive revenue across multiple-platforms and products, through integrated marketing strategies, across a powerful suite of Digital, Radio, Television, Sports, Out-of-Home and Advanced Advertising assets You will have access to Canada's best sports content from Sportsnet, SN Radio, SN Now, CBC Hockey Night in Canada, Blue Jays Baseball, plus the Rogers Sports & Media News & Entertainment brands such as CityNews, Breakfast Television, CityTV, 98.1 CHFI, KiSS 92.5, CityNews 680 and more! What you will do... The Account Manager will be responsible to be the Single Point of Contact (SPOC) for agencies, marketers and direct clients and bring a consultative sales approach to maximize campaign efficiencies and deliver on client Key Performance Indicators (KPI's) Develop creative and revenue-generating strategies to attract prospective clients Meet and exceed monthly, quarterly and annual sales targets Provide best in class customer service to new and existing clients Present innovative sales opportunities to small, medium and large clients Write professional and comprehensive sales presentations Collaborate with interlocking teams such as Go to Market, Advanced Advertising, Revenue Management Traffic, Creative, Production, Branded Content & Integration and more, to efficiently serve customers and drive revenue Manage a CRM (Salesforce) database to efficiently track all sales activity along with client contact information. Network to foster new relationships. Participate in ongoing marketing and sales training Service client base in a professional manner consistent with Rogers Sports & Media's values What you will bring... Previous media sales experience required, with Digital media experience a definite asset Excellent presentation skills both written and verbal Working knowledge of Microsoft Office suite of product (Word, PowerPoint, Excel) Self-motivating and results oriented Proven sales track record Working knowledge of the media industry Working knowledge of OMS (Wide Orbit, S4M, Operative1) an asset Working knowledge of Salesforce Must be able to multitask and work with multiple deadlines Ability to be flexible and work within a changing environment Highly organized Innovative thinker The successful candidate is comfortable with technology and has a proven track record of being able to learn and quickly adopt new software, systems, products, and processes. An effective Sales Account Manager has the ability to build relationships and work effectively with various different personality types, and individuals in various different organizations, departments, roles and responsibilities. Ideally, the successful candidate will have a proven track record in the Canadian media industry, and more specifically in Sales, or supporting Media Sales. Someone that enjoys working in a fluid team setting, enjoys interacting with staff and clients, and contribute a sense of humor and fun to the culture of the team. Here's what you can expect in return: A competitive salary and benefits that include access to our Employee Share Accumulation Program, Retirement Benefits and a variety of other perks including 50% off Rogers services and Blue Jays tickets A manager who deeply cares about your development and long-term career at Rogers A team that trusts and wants to win together Schedule: Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location: 1 Mount Pleasant (083), Toronto, ON Travel Requirements: Up to 10% Posting Category/Function: Sales & Account Management Requisition ID: 300296At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Rogers Sports & MediaLocation: Toronto, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Account Manager, Marketing Manager, Revenue Management, Sales Management, Sales, Marketing, Finance Apply now »
Client Service Associate
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:100 King Street WestSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Toronto is $40,000 Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Manager, Customer Insights & Reporting
BMO Financial Group, Toronto, ON
Application Deadline: 04/29/2024 Address: 33 Dundas Street West Job Family Group: Data Analytics & Reporting The Manager, Customer Insights and Reporting is responsible for the development, production, and ownership of customer metrics and reporting across Personal banking. The individual will have an end-to-end project accountability. Beginning with understanding the business KPIs, they will leverage expertise in process design to determine an efficient and optimal process for delivering reporting results. Development will include structuring the data flow and setting up automation. Ownership will continue post-implementation and include investigations, improvements, and partner relations. Key Accountabilities Analytic Capabilities & Critical Thinking Understand business KPIs, and relevant drivers and factors that can help reach business objectives. Internalize and understand the larger context of customer data elements and leverage a strong awareness of how customer and account attributes intersect. Analyze large, complex datasets (from multiple sources both structured and unstructured) to drive insights and recommendations. Be a practitioner of data best practices including QA, stable design, code optimization, and automation techniques. Design and improve production and ad-hoc reporting processes with the goal of optimizing consumption and performance. Design and Delivery of Performance Reporting and Dashboards Responsible for performance measurement reporting and visualization that monitors overall and incremental impact of customer growth in quantity and quality. Lead the definition, creation and maintenance of standardized dashboards and performance reporting for Customer Insights and business partners. Refine design proposals in collaboration with various stakeholders in Personal banking. Apply thoughtful consideration to the best way to present complex materials in a consumable way. Create new analyses and/or tools that deliver customer insights that enable business users to further their objectives. Leadership and Relationship Management Work collaboratively with other analytics teams and business subject matter experts to refine personal understanding and ensure consistency in reporting and design. Establish and communicate standards for accurate business requirement, technical specification and work process documentation associated with our metrics and reporting. Engage with business partners to ensure needs are met, update on delivery status, and provide transparency and clarity to results. Leverage consultative skills and knowledge of best-practices to provide guidance and consultative sessions with partners to share insights and recommendations rooted in data. Use these sessions to flag potential areas for deeper investigation, growth, or prioritization. Consult with and deliver results to partners within tight time constraints that consistently meet or exceed their expectations. Risk Management Ensure measurement reports meet governance and risk policies and identifying opportunities and solutions for continuous improvements Cross Functional Relationships This job requires the incumbent to interact with the following groups and/or processes in BMO FG and relevant external stakeholders: Managers and Senior Managers of Line of Business including: Analytics Centre of Excellence and all associated teams within Canadian P & C Product groups Customer Marketing NA Channels Technology and Operations P&C Distribution - Sales & Service Divisions and North American Contact Centres Knowledge & Skills Knowledge BS/BA in Commerce, Finance, Statistics, Quantitative methods, Math, Computer Science, Marketing, or similar. 3+ years of applicable experience. Strong foundation in data and analysis. Ability to pull data from multiple sources and formulate comprehensive and actionable reports Strong analytic and pattern recognition to connect causal factors and form hypotheses. Skills Expert proficiency in SQL, Excel, PPT. Proficiency in SAS EG coding. Strong communication skills (verbal & written); ability to provide concise, clear reporting, actionable analysis and presentations. Ability to interact with all levels of end users and technical resources. Experience in data visualization preferred, including visualization software such as Power BI, Microsoft Reporting Services, Spotfire or Tableau. Creative problem-solving skills A can-do attitude and passion for analytics including the insight and value it can provide. Self-motivation and the capacity to work under pressure and tight deadlines. Proven ability to self-check work to ensure results are error-free Ability to plan, organize and work on multiple tasks simultaneously Technical experience working in analytical software, and business software (Excel, PowerPoint, Word) 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.
National Manager, Cardiac Services
LifeLabs, Toronto, ON
Improve lives. Love your job. Grow your career. Date: Apr 4, 2024 Location: Toronto, ON, CA Company: LifeLabs LifeLabs is the largest community diagnostics laboratory in Canada, serving the healthcare needs of Canadians for over 50 years. Our team members are truly centred around our customers, and we know that behind every lab requisition, sample being tested, or investment in technology is an individual and their family counting on us. Consistently named one of Canada's Best Employers by Forbes, LifeLabs has also been recognized for having an award-winning Mental Health Program from Benefits Canada. The passion and commitment of over 6,000 diverse and innovative team members unites and motivates us to ensure our customers receive high quality tests and results that they can trust. Agile, customer-centred, caring and teamwork: we live these values every day in what we do to support our customers and healthcare providers, driving forward our vision of empowering a healthier you. Reports to: Director Client Services Purpose of the Role The National Cardiac Manager will lead a team of dedicated employees in the Cardiac departments in Ontario and British Columbia. The National Manager will foster a culture of learning and continuous improvement to ensure high quality and cost-effectiveness is met while putting the customer at the centre of every decision made. Being the primary liaison between LifeLabs and the cardiology community, you will collaboratively partner across the organization to identify and execute programs that enhance customer experience, efficiency, resiliency, safety and overall job satisfaction for our team members. The successful candidate will support and enable opportunities to grow and diversify by building capability to introduce new products and services. while leading transformational initiatives. Core Accountabilities: Leadership Accountabilities: Build a high-performance team and culture that fosters teamwork, change agility, commitment, transparency and inclusivity. Leads, coaches, and manages the cardiac services employees to develop and sustain a high-performing team. Inspires, motivates, engages, and develops employees by creating a compelling vision, setting goals and objectives, and continuously providing feedback and coaching and mentoring. Leads and drives a, customer-focused culture throughout their team to deepen client relationships and leverage broader LifeLabs relationships, systems and knowledge. Thoughtfully invests in the team across their employment lifecycle, including recruitment, onboarding, training, performance management, compensation, disciplinary actions, development, retention and terminations. Establish trusted relationships with the Senior Leadership Team across Operations and LifeLabs at large. Operational Effectiveness & Operations Efficiency: Partner with the cardiology consultants and manage the group of cardiac readers (cardiologists on contract with LifeLabs) and reader assignments. Prepares monthly excel for payment of readers. Evaluates and recommends cardiac equipment, software upgrades, products and service contracts. Ensures equipment is refreshed when outside warranty period, works with eWave to prepare lists of equipment for refresh annually. Works with front end to communicate delivery and set up of equipment,& return of old units. Collaborates with eWave and internal IT department, monitors eWave dashboard, instrument performance and oversees UAT testing for software upgrades and provides technical support. Works with eWave to develop software improvements. Approves any maintenance on equipment which is over $400. Develop, maintain, and improve standardized operating cardiology procedures, training programs and instrumentation performance within the organization (instruments are maintained by front end & they report when units no longer function. Partners with training and development and QRA team to develop training programs which are of a national focus. Partners with Patient Service Centre leaders to deliver new hire and refresher training, virtual or on-site during rolling closures. Support leaders with corrective action and training plans. Establish a budget and manage a cost effective operation that meets financial plans while meeting service delivery, and quality KPIs. Annual budgeting for ewave payments and refresh of Cardiac equipment. Manages escalated concerns, conduct investigations into physician/cardiologist related concerns and follow up with appropriate corrective actions. Monitors Q/A program for Cardiologists. Qualifications and Skills #LI SW1 #INDEED Bachelor’s degree in sciences or healthcare related focus and/or equivalent experience and education 2-year program in Cardiovascular Technology with registration with CSCT/OSCT. Minimum of 7 years of demonstrated management success in leading teams. Experience in teaching situations would be preferred. Demonstrated ability to effectively lead a large, geographically distributed and organizationally complex team in a fast paced and dynamic environment. Understanding of the Canadian healthcare environment and provincial hospital networks. This is a hybrid role. Hiring Range: 92,600 - 118,000 The hiring range has been established, however, the final salary recommendation will be determined based off the level of experience, education requirement, external market conditions and internal equity. In this position, you will be eligible for Lifelabs annual bonus. Employee Benefits: In this position, you will be eligible to participate LifeLabs’ group benefits plan which is available to LifeLabs employees in accordance with the terms and conditions of those plans. Retirement Savings Plan: The LifeLabs plans provide members with an easy way to save for retirement. By participating in the plan, you receive contributions made to your account on your behalf from LifeLabs. Vacation Entitlement: In this position, you will be entitled to vacation. We promote a healthy work-life balance and expect your full vacation to be taken each year. Employee Wellness: LifeLabs offers an award-winning Wellness Program focused on supporting your total health and well-being under our physical, emotional, and financial wellness pillars. We have been recognized in the industry for our focus on mental health supports. Employee Giving program: Designed to support any employee who donates, fundraises or volunteers for a Canadian Registered Charity or Non-Profit Organization. We are committed to the ongoing development of our diversity, equity, and inclusion (DEI) program and have taken steps to strengthen our commitment to our team members and customers, to challenge ourselves to act with courage and integrity, and to create an environment where people can be their true selves. At LifeLabs, we know that we are Stronger Together and that we will benefit from the unique perspectives and experiences that each team member offers. Vaccinations are highly encouraged at LifeLabs’. Vaccinations may be mandatory for selected employees if regulated by provincial or regional governments, or through employer-led vaccination policies in the facilities we service. Please ensure you ask if this position requires the successful candidate to be fully vaccinated with the current Government approved COVID-19 vaccinations. Make a difference - join the LifeLabs team today! Job Segment: Front End, Testing, Cardiac, Counseling, Instrumentation, Technology, Healthcare, Engineering
Client Service Associate
BMO, Oakville, ON
Application Deadline: 05/02/2024Address:360 Oakville Place DriveSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Toronto is $40,000 Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
NHC Account Specialist
Rogers, York, ON
NHC Account Specialist Our dedicated specialists are proud to offer our customers seamless and simple technology that fits into any lifestyle. Our fibre network supports millions of customers with high-speed Internet, TV, and Smart Home Monitoring to keep Canadians connected to the people and things that matter most. We know that our customers rely on us to provide them reliable connectivity, that is why we have made a commitment to providing the fastest and most consistent network in the areas we serve.We are growing our Field Sales team and are looking for team members that are customer focussed and committed to delivering impact in everything they do. Come play a key role in building the future of innovation in Canada. What's in It for you: We're all about investing in our team members, offering fantastic benefits and perks, such as: Uncapped Earning Potential:Receive a competitive base pay, commissions, and a vehicle allowance - top performers rake in six figures! Welcome Bonus:Kickstart with a $3,000 welcome bonus in your first month. Wealth Accumulation:Benefit from a great pension plan, Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA), and company matched share purchase program options Enjoy the Perks:Employee discounts that can offer up to 50% off our Rogers & Fido products and services Health:Quick access to one of the best flex health & dental benefits, Parental Leave & Top Up, Mental Health and Support benefits- 100% coverage, Employee and Family Assistance Program benefits Healthcare from Home:Connect with healthcare professionals through a virtual walk-in clinic. Stay Fit:No-cost fitness membership with access to virtual classes Giving Back:Rogers Gives Together is our company's employee giving and volunteer program which offers choice, flexibility, and opportunities for our teams to give back where we live, work and play Learn and Grow:We invest in our people to unleash their potential so we can win as a team! We are committed to developing our teams and staying ahead of the trends through in-person training, virtual courses, mentorship, coaching and collaboration. Commitment to Diversity:We all bring something different, and we know what makes us different makes us great. We have a strong commitment to diversity and inclusion with employee resource groups supporting equity-deserving groups including groups representing People of Colour, 2SLGBTQ+, Indigenous Peoples, Persons with Disabilities and Women. What you'll be doing: Act as single point of contact for builders and consumers for sales and service inquiries Prospect niche/local builders where there is an unestablished relationship with where Rogers doesn't have an established relationship already Develop a professional brand based on credibility, service and accountability with both builders and consumers Build rapport and trust with new construction builders and home buyers in your territory Maintain consistent on-site presence at Builder sales offices to deepen relationships and grow your network Seek and develop co-branding opportunities that yield mutual benefit for Rogers and builders Speak persuasively on the competitive advantage of Rogers current marketing offers vs competitors Provide insight to builders into upcoming evolution of connected home technology landscape Navigate new construction process and proactively overcome potential internal challenges and roadblocks on behalf of the builder Establish relationships by attending key industry and community events Work closely with Consumer Major Accounts Account Executives to ensure seamless transition of New Home Construction accounts from construction phase to move-in phase Maintain NHC Industry knowledge and info on competitive landscape for fluid and agile collaboration with Rogers Marketing team on developing take-to-market new offers quickly Manage both tactical and strategic perspectives on market conditions and health of territory relationships Continual updating and tracking of occupancy data in order to maintain accurate penetration reporting Be the first point of contact for technical issues and questions from builders and consumers Maintain technical expertise to respond to Builder inquiries on installation equipment and protocol Engage and collaborate with Rogers Tech Support to resolve customer and builder technical problems What we are looking for: Experience in a B2B/B2C sales and/or Account Management position preferred Proven ability to use sales and customer service skills to build customer relationships and develop client-based solutions Ability to thrive in a sales environment by exceeding targets Excellent interpersonal, written and oral communication skills Post secondary education (Diploma/Degree) Ability to work in a fast-paced environment, under pressure and tight deadlines Knowledge of the residential construction industry is an asset Strong time management and organizational skills Proven ability to interpret and create reports to identify opportunities for improvement Valid Drivers licence and ability to travel Schedule: Full time Shift: Flex Time Length of Contract: Not Applicable (Regular Position) Work Location: 857 York Mills Road (857), North York, ON Travel Requirements: Up to 75% Posting Category/Function: Sales & New Business Development Requisition ID: 300105 #LI-RO1At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Customer ExperienceLocation: East York, ON, CA Mississauga, ON, CA Scarborough, ON, CA Richmond Hill, ON, CA Pickering, ON, CA Markham, ON, CA Toronto, ON, CA Brampton, ON, CA North York, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Branding, Equity, Construction, Field Sales, Customer Service, Marketing, Finance, Engineering, Sales
Sr. Risk Manager - SBB Risk Strategy
TD, Toronto, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview The TD Small Business Banking (SBB) Risk Strategy Team is responsible for the development and execution of SBB automated credit adjudication strategies and initiatives that assist our SBB product partners to achieve growth and profitability targets ensuring portfolio performance remains within risk appetite. Accountabilities include providing effective challenge on SBB initiatives, as well as designing, implementing and monitoring credit risk strategies and policies. Job Details Reporting to the AVP TDAF/SBB Risk Management, the Sr. Risk Manager will lead the team of Risk Professionals, provide thought leadership on SBB Credit Risk Management Strategy & Policy activities, provide effective Risk Challenge to Product partners, while enabling their business growth within risk appetite through enhancements to auto decisioning acquisition strategies. The successful candidate will lead a team in a fast-paced and results-oriented environment, ensure effective stakeholders and project management and build/maintain an ownership & learning culture where ongoing team and individual development and strong Pulse results are prioritized. Specific accountabilities include: •Lead effective challenge on the health of the SBB Portfolio, including participating in portfolio monitoring, strategy development and policy management •Enable business growth within risk appetite through leading SBB auto adjudication strategies and policies activities •Set, monitor and lead the execution of Risk management activities to help SBB achieve business growth within Risk Appetite •Manage the relationship with various stakeholders, including SBB Product groups, Retail Credit Risk Policy (RCRP), Model Validation, Technology partners and external vendors •Provide guidance and thought leadership to a team of Risk Management Professionals on Strategy design and Policy management •Represent Retail Risk Management as a subject matter expert in the planning of new initiatives and product launches Job Requirements This role requires a strong People Leader with Risk Management and business knowledge, effective stakeholders and project management skills, as well as understanding of technology tools used by a team: Risk Management and Business Knowledge: •4-6 years of Credit Risk Management Experience in a financial institution or similar is a strong asset •Understanding of retail credit products, policies and processes, SBB experience is a strong asset •Understanding of credit risk principles and TD risk framework •Demonstrated analytical, reporting and problem-solving skills Leadership Skills: •Ability to inspire and lead a team of professionals •Excellent stakeholder and relationship management skills •Strong ownership mentality and can-do attitude •Flexibility and resilience to execute in an agile environment, including the ability to manage multiple tasks concurrently •Strong presentation and communication skills Technical Skills: •Familiarity with SQL, SAS, familiarity with Python, R, Tableau •High Proficiency in MS Office: Excel (Pivot tables and etc.), Word and PowerPoint Additional Information Education and Accreditation •Post-secondary degree is required (preferably in a quantitative field: i.e. Math, Statistics, Computer Science or similar). •A Master's Degree is an asset. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Manager, Centralized Branch Compliance Office (Bilingual)
BMO, Montreal, QC
Application Deadline: 04/14/2024Address: 105-119-129 rue St-Jacques OJob Family Group:Business Management#B2COperationsSupports the business/group leader in the effective implementation, maintenance and administration of first line of defense (1st LOD) programs (e.g., operational risk, AML, compliance, regulatory, etc.), including overseeing business operations within the jurisdiction to ensure adherence and efficiency. Contributes to a strong risk management culture through collaboration with other first line employees, and second & third line functions to ensure Compliance, AML or operational risks are identified, mitigated, monitored and reported on an ongoing basis.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Supports multiple, varied business units with corresponding number of regulators.Monitors and advises on management of risk requirements within the defined risk appetite.Manages/supports large/complex risk programs/frameworks /projects/initiatives to ensure risks are appropriately mitigated and regulations adhered to.Monitors industry and legislative developments and continuously updates programs to ensure they are competitive and effective.Supports the position on regulatory compliance Issues by interpreting requirements (existing, new and emerging) and identifying, analysing and addressing resultant gaps and issues, including those raised through the review of change initiatives. Understands the identified risk exposures and supports the development of action plans required to mitigate identified risks.Acts as a subject matter expert in the evaluation, development and implementation of an internal control system.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.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Monitoring to ensure that 1st line jobs are following defined processes and procedures.Develops, documents and maintains business/group procedures updating and obtaining approvals as regulations or the operating environment changes and communicates changes to the business/group & relevant stakeholder groups.Designs measurable sustainment strategies including assessing and recommending mitigations for industry/ segment-specific risks and prioritizing opportunities presented by internal and external stakeholders.Tracks exception/exemption requests and corresponding approvals.Facilitates training to ensure business unit employees fully understand requirements.Provides quality control for investigations, self-reports, examinations and independent reviews conducted by internal and external stakeholders, including regulators, providing verbal and written responses to requests for positions, action plans, information and/or documentationMay act as the designated Primary Business Unit Compliance Officer (BUCO) and/or Anti-Money Laundering Reporting Officer for the operating group and is accountable to meet all program requirements (e.g., Operating Group Compliance Program, AML Program Framework).Builds awareness, knowledge, and skills and, as necessary, provides communication, practical tools and ongoing support including making presentations, to promote a culture of risk identification and management.Supports the management of 1st LOD program for the business/group in compliance with appropriate principles, standards & direction from the second line of defense groups. Includes developing and promoting program and ensuring the execution of all program components.Works with assigned business/group leaders to implement 1st LOD programs and frameworks, developing and maintaining an in-depth understanding of the applicable regulatory and internal risk management requirements. Interprets and provides advice on the application of the requirements for the business/group.Develops and maintains an understanding of the business/group strategies and objectives, products and services, internal and external stakeholders and business processes as well as the underlying infrastructure to identify and manage implications and risk exposures for the business/group.Identifies, investigates, analyzes, documents & mitigates program risks, taking into account jurisdictional issues, and raises any issues or concerns to senior leaders and other stakeholders.Analyzes the impact and effectiveness of the program through periodic reviews.Recommends adjustments to the overall program, policy or processes within the business/group in accordance with the Risk Appetite Statement, Governance and Corporate Policy.Supports the business/group through internal/external audits or regulatory examinations and assists in development of action plans to resolve any identified issues.Provides support to the development and delivery of training and awareness programs within the business/group to increase awareness of and compliance to risk management requirements.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.Program management skills - In-depth.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.Bilingual (English/French) - Mandatory One of the RISR courses : Canadian Securities Course (CSC) by the Canadian Securities Institute (CSI) OR Canadian Investment Funds Course by the Investment Funds Institute of Canada (IFIC) OR Canadian Investment Funds Course by the IFSE institute OR Investment Funds in Canada Course by CSI One of the following courses: Branch Compliance Officers Course (BCO) OR Branch Compliance Officer's Course by the Institute of Canadian Bankers (ICB) OR Branch Manager's Examination Course by IFSE. 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:$68,000.00 - $126,000.00Pay Type:SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Assistant Branch Manager Advisor Trainee
RBC, Gull Lake, SK
Job SummaryAs an Assistant Branch Manager Advisor, your strong client-focused and advice-oriented approach, combined with your flexibility and adaptability, are essential for leading and coaching your team. Together, you deliver an exceptional client experience and maximize opportunities through an emphasis on sales enablement and coaching, digital education and usage, and collaboration with RBC partners. Your ability to foster long-lasting relationships and provide professional advice allows you to contribute to the success of your clients, your business, and your community. Further, you support the ongoing development of your team through consistent routines to ensure a high level of employee capability and engagement.Job DescriptionThe successful Candidate for this role will train at our Gull Lake SK RBC Branch and once training is complete MUST be mobile to travel to other locations within the Southern Saskatchewan MarketWhat will you do?Ensure high employee engagement through talent management, development & career planningDeliver results through strong sales management routines and coaching abilityProvide professional advice and education with an ability to address complex credit and investment personal & business needsCollaborate with market leading professionals in financial planning, retirement planning, home equity finance specialists & business banking experts to ensure clients receive customized, expert advice.Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experienceModel & coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usagePartner with your manager to ensure operational effectiveness of the branch and maximize the performance of the teamAddress local community needs through appropriate recruitment and management practicesWhat do you need to succeed?Must-haveMinimum of 2-3 years experience in a relationship management role within the financial industry (i.e. Banking Advisor, Financial Advisor)Experience in a coaching / leadership role, or acting as a mentor to service or sales professionalsMutual Funds accreditation (IFIC or CSC) and at least 2 years of licensed mutual fund sales experience within the last 3 yearsCompletion of an acceptable mutual fund branch management exam (BCO) offered by the CSI or ability to write the exam within 4 months of start dateDemonstrated success delivering / coaching to providing advice to clients resulting in strong client relationships and superior sales resultsNice-to-haveStrong communication and decision-making skills, with the ability to communicate and lead changeStrong multi-tasker and self-starter who is comfortable working independently, as well as in a flexible environmentA post-secondary diploma/degree, ideally in Commerce, Business Administration or related experienceWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including performance based bonuses, flexible benefits, and competitive compensationLeaders who support your development through coaching and managing opportunitiesA world-class training program in financial servicesA collaborative dynamic culture where personal initiative and hard work are recognized and rewardedJob SkillsAdditional Job DetailsAddress:1188 CONRAD AVE:GULL LAKECity:GULL LAKECountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-04-10Application Deadline:2024-05-01Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Account Executive, Field Sales
Rogers, Saskatoon, SK
Account Executive, Field Sales At Rogers, we put our customers first in everything we do! We're growing our Customer Experience teams and are looking for team members who are committed to showing our customers and Canadians that we are with them all the way. Our Customer Experience team is enthusiastic, empathetic, and moved to make a difference -we're passionate about people and ready to provide the ultimate customer experience to our customers. This position allows you to work from home! At Rogers, we're committed to connecting Canadians. Ready to build a rewarding career with us? If so, consider the following opportunity:The Account Executive is responsible for maximizing Rogers' presence and sales opportunity in the MDU (Multi Dwelling Unit) marketplace. Through building a sound relationship with all residential partners (builders, developers, property managers, site level contacts), you will increase Rogers' presence, sales, and penetration levels for all Connected Home Products for the residential MDU portfolio in Saskatchewan. What's in it for you: • Quick access to one of the best flex health and dental benefits, Parental Leave and Benefits- (Top Up, Gradual Return to work- Parental Leave), Mental Health and Support benefits- 100% coverage, Employee and Family Assistance Program benefits • Connect with healthcare professionals through a virtual walk-in clinic. • Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA), Pension plans in Canada and option for company matched share purchase program. • Enjoy up to 50% off our Rogers and Fido products and services. • Give Back: Rogers Gives Together is our company's employee giving and volunteer program which offers choice, flexibility, and opportunities for our teams to give back where we live, work and play. • Commitment to Diversity: We all bring something different, and we know what makes us different is what makes us great. We have a strong commitment to diversity and inclusion with employee resource groups supporting equity-deserving groups including groups representing Women, People of Colour, 2SLGBTQ+, Indigenous Peoples, Persons with Disabilities. What You Will Do: • Help to support product penetration and revenue generation for core cable products and wireless • Work closely with cross-functional channels to drive leads to the MDU sales team • Build and conduct effective professional sales presentations to Property Managers, Condo Boards, Superintendents, and other key influencers to help enable access into MDUs • Focus on building site level relationships in non-partnered and low-penetrated sites • Stay current with new and emerging trends relating to industry, vertical and product knowledge • Develop a professional Rogers brand based on credibility, service and accountability with builders, leasing agents, property managers and site contacts • Organize events to promote Rogers as the service provider of choice, maximizing the sales opportunity for Account Specialists • Secure permission to schedule on site lobby events and demos showcasing Rogers as the service provider of choice • Speak persuasively on the competitive advantage of Rogers current marketing offers vs competitors What You Bring: • Strong interpersonal, written, and oral communication skills • Proficient in the use of PowerPoint, Excel, Microsoft Teams • Strong time management and organizational skills • Ability to self-motivate to meet objectives • Ability to work in a dynamic environment, and deadline oriented environment • Strategic thinker who is solution focused, with a proven aptitude for implementing effective sales tactics • Knowledge of the residential real estate and development industry in an asset • Strong Business Acumen • Must have a valid Canadian driver's license & a vehicle for business useSchedule: Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location: 2326 Hanselman Avenue (7862), Saskatoon, SK Travel Requirements: Up to 50% Posting Category/Function: Sales & Account Management Requisition ID: 307968 At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ .Successful candidates will be required to complete a background check as part of the hiring process.Posting Notes: NoneLocation: Saskatoon, SK, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Real Estate, Account Executive, Field Sales, Sales Management, Sales