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Ticket & Product Sales Agent
Whistler Blackcomb, Whistler, BC
Create Your Experience of a Lifetime! Come work and play in the mountains! Whether it's your first time seeing snow or you were born on the slopes, joining our team means discovering (or re-discovering!) a passion for the outdoors while building lifelong connections with teammates and guests from around the world. With 40+ resorts across 3 continents, you can join our team for a season or stay to build a career. From day one, you'll receive some of the highest compensation rates in the industry, free Epic pass(es) along with free ski and snowboard lessons, 40% retail discounts, the chance to grow through Epic Service - our leading training and development experience, and wellness benefits to fuel your success. Job Benefits Ski/Mountain Perks!Free passes for employees, employee discounted lift tickets for friends and familyAND free ski lessons MORE employee discounts on lodging, food, gear, mountain shuttlesAND during the summer on bike haul, golf and other activities RSP Options (after 12 months or 2000 cumulative hours of service) Employee Assistance Program Excellent training and professional development Referral Program Full Time roles are eligible for the above, plus: Health Insurance; Medical Insurance, Dental Insurance, and Vision Insurance plans (for eligible seasonal employees after working 500 hours) Free ski passes for dependents Critical Illness and Accident plans Job Summary The Ticket and Product Sales Agent is part of the Product Sales & Services (PSS) Department who delivers outstanding guest service while facilitating the sale of Activities, Tickets, Passes, Ski & Snowboard School lessons and child care. As a member of this team, you are part of the guest experience and the face of Vail Resorts!Job Specifications Wage: $20 / hour Shift & Schedule Availability: Part Time Job Responsibilities Work in our contact centers, ski school locations, ticket/pass offices and throughout our resort to deliver an experience of a lifetime Communicate with guests via phone and email Accurately and efficiently explain and process all resort products and services Complete daily end of Shift pos/register audits Be a part of a fun, professional, caring work environment Ability to work in a faced paced environment while delivering exceptional experiences Job Requirements Ability to stand or sit for extended periods of time Able to work outside in a winter environment Comfortable working indoors for extended period of time High School Diploma Ability to lift 25lbs Must be able to communicate fluently in English Ability to work weekends and holidays Ability to maintain a professional presence in the workplace and adhere to our appearance standards A Ticket and Product Sales team member is a flexible employee who often works across multiple departments and in various roles to support the one resort mentality which could include one of the following: Mountain Activities Retail Rental operations Food and Beverage Support Ticket sales or scanning Lift Operations Base Area Operations Vail Resorts is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other status protected by applicable law. Requisition ID 489927
Customer Care Travel Sales Ambassadors Remote
BMO, Ontario, ON
Application Deadline: 05/30/2024Address: VIRTUAL59 - HomeRes - ON - BMOJob Family Group:Customer Shared ServicesThe AIR MILES Reward Program is one of Canada's most recognized loyalty programs, with over 10 million active collector accounts, representing more than half of all Canadian households. AIR MILES collectors earn Reward Miles at more than 300 leading Canadian, global and online brands and at thousands of retail and service locations across the country. AIR MILES is a wholly owned subsidiary of the Bank of Montreal (BMO). BMO is Canada's oldest bank and the 8th largest in North America with more than 12 million customers globally.We are looking for people who share our passion for helping people, who are curious and will dare to try new things, people who want to be part of a team, who communicate authentically, and who want to give back to the community. Helping our Collectors resolve issues and maximize their earning potential in the Program while driving engagement while providing exemplary customer service.Responsibilities:Help Collectors set new PINs, teach them how to navigate the website, assist with their concerns and sometimes just listen. Provide outstanding Customer Service.Interact with Collectors over the phone, chat or email and assist them with their needs. Offer support while connecting and engaging. Service incoming inquiries related to travel products, inquiries and reservations.Handle escalations and offer feedback while providing positive insights to our program.Answer Collectors' questions via chat, phone, and social media.Listen, ask questions and empathize with Collectors.Be knowledgeable about the AIR MILES® Reward Miles' merchandise and travel portfolio's such as entertainment, sports, leisure, and retail certificates, along with flights, cars, hotels, travel insurance and other travel services.Drive value for Collectors through insights and what you know about them to engage them further in the ProgramQualifications:Travel Agency experience as a Travel Agent is a Must Must have access to high speed internet with a minimum download speed 20 Mbps and a minimum upload speed 3 MbpsPing less than 100 ms (Your internet provider can confirm) Providers in your area must have a hardwired DSL, Fiber, or Cable Internet via an Ethernet connection (Dial up, Wireless, or Satellite internet service cannot be used) Fluent in written and spoken English.Previous work experience and/or education in the travel industry (preferred), along with experience interacting with customers in a various channels in a call center or customer service environment.Previous sales experience is an asset.Genuinely care about solving problems and providing exceptional Customer Service.Ability to listen, understand, engage and respond appropriately and professionally.Dependable, reliable, act with integrity and exercise discretion and good judgment Self-starter who takes initiative to learn new skills, solve problems, be resourceful and be adaptable to change.Willingness to be active participant in our coaching culture and demonstrating the ability to receive, provide and implement coaching feedback and have a "can do" attitude. Computer and web-savvy with the ability to navigate multiple software applications.Experience working in a Travel GDS system is an asset (Sabre preferred).Tico certification is an asset. Ability to work independently in a virtual environment where you work remotely with coworkers and leaders from the comfort of your home. Note: You must have flexibility to work throughout the hours of operation. Your shifts are subject to change and selected based on tenure and channel. The current Customer Care Operating hours are as follows (subject to change): Voice / Chat - English: Monday - Friday 8 am to 10 pm and Saturday 9 am to 6 pm.Voice / Chat - French: Monday - Friday 8 am to 7 pm and Saturday 9 am to 6 pm.Social Media Monday - Saturday 8 am to 10 pm. Eastern Standard Time Note: Upon completion of Ambassador, Customer Care training, which includes Customer Service training, Travel Sales training, and an opportunity to apply your new knowledge and skills, you will progress into the role of Senior Coordinator, Reservation Change. Compensation & Benefits: $ 37,050.00 - $ $49,725.00 The base salary represents BMO Financial Group's hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. Base salary is one component of BMO Financial Group's total compensation package for employees, which may include performance-based incentives, commissions or 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: 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.
Customer Care Travel Sales Ambassadors Remote
BMO Financial Group, Toronto, ON
Application Deadline: 05/30/2024 Address: VIRTUAL59 - HomeRes - ON - BMO Job Family Group: Customer Shared Services The AIR MILES Reward Program is one of Canadas most recognized loyalty programs, with over 10 million active collector accounts, representing more than half of all Canadian households. AIR MILES collectors earn Reward Miles at more than 300 leading Canadian, global and online brands and at thousands of retail and service locations across the country. AIR MILES is a wholly owned subsidiary of the Bank of Montreal (BMO). BMO is Canadas oldest bank and the 8th largest in North America with more than 12 million customers globally. We are looking for people who share our passion for helping people, who are curious and will dare to try new things, people who want to be part of a team, who communicate authentically, and who want to give back to the community. Helping our Collectors resolve issues and maximize their earning potential in the Program while driving engagement while providing exemplary customer service. Responsibilities: Help Collectors set new PINs, teach them how to navigate the website, assist with their concerns and sometimes just listen. Provide outstanding Customer Service. Interact with Collectors over the phone, chat or email and assist them with their needs. Offer support while connecting and engaging. Service incoming inquiries related to travel products, inquiries and reservations. Handle escalations and offer feedback while providing positive insights to our program. Answer Collectors questions via chat, phone, and social media. Listen, ask questions and empathize with Collectors. Be knowledgeable about the AIR MILES Reward Miles merchandise and travel portfolios such as entertainment, sports, leisure, and retail certificates, along with flights, cars, hotels, travel insurance and other travel services. Drive value for Collectors through insights and what you know about them to engage them further in the Program Qualifications: Travel Agency experience as a Travel Agent is a Must Must have access to high speed internet with a minimum download speed 20 Mbps and a minimum upload speed 3 MbpsPing less than 100 ms (Your internet provider can confirm) Providers in your area must have a hardwired DSL, Fiber, or Cable Internet via an Ethernet connection (Dial up, Wireless, or Satellite internet service cannot be used) Fluent in written and spoken English. Previous work experience and/or education in the travel industry (preferred), along with experience interacting with customers in a various channels in a call center or customer service environment. Previous sales experience is an asset. Genuinely care about solving problems and providing exceptional Customer Service. Ability to listen, understand, engage and respond appropriately and professionally. Dependable, reliable, act with integrity and exercise discretion and good judgment Self-starter who takes initiative to learn new skills, solve problems, be resourceful and be adaptable to change. Willingness to be active participant in our coaching culture and demonstrating the ability to receive, provide and implement coaching feedback and have a can do attitude. Computer and web-savvy with the ability to navigate multiple software applications. Experience working in a Travel GDS system is an asset (Sabre preferred). Tico certification is an asset. Ability to work independently in a virtual environment where you work remotely with coworkers and leaders from the comfort of your home. Note: You must have flexibility to work throughout the hours of operation. Your shifts are subject to change and selected based on tenure and channel. The current Customer Care Operating hours are as follows (subject to change): Voice / Chat - English: Monday - Friday 8 am to 10 pm and Saturday 9 am to 6 pm. Voice / Chat - French: Monday - Friday 8 am to 7 pm and Saturday 9 am to 6 pm. Social Media Monday - Saturday 8 am to 10 pm. Eastern Standard Time Note: Upon completion of Ambassador, Customer Care training, which includes Customer Service training, Travel Sales training, and an opportunity to apply your new knowledge and skills, you will progress into the role of Senior Coordinator, Reservation Change. Compensation & Benefits: $ 37,050.00 - $ $49,725.00 The base salary represents BMO Financial Groups hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. Base salary is one component of BMO Financial Groups total compensation package for employees, which may include performance-based incentives, commissions or 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: 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.
Customer Service Reprensentative
BMO Financial Group, Magog, QC
Application Deadline: 04/28/2024 Address: 498 rue Principale ouest Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU). Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customers experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: No prior experience necessary; post-secondary degree or certification in related field of study is desirable. High-level knowledge of personal, commercial and partner offers, and how each can best serve customers individual needs. Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications. Highly skilled at helping people who dont find digital applications intuitive to gain confidence in how to use them and to understand their benefits. Projects a professional presence. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. A focus on delivering a personal experience to customers. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). 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: $33,850.00 - $44,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Bilingual Licensed Insurance Advisor
Manulife Financial Corporation, Montreal, QC
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionAs a Bilingual Licensed Insurance Advisor, you are responsible for selling Health & Dental, Travel, and Life Insurance. You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing our products in a professional, effective manner.We have customers waiting to speak with you, we generate the leads. This is a unique opportunity for motivated salespeople who already hold a valid LLQP license, or who have the right skills to obtain this requirement before your start date. Manulife will cover the cost of an accredited education provider for the Harmonized LLQP course, as well as the exam and licensing fees.What will you be doing?Handling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking outbound calls to clients who have shown interest in discussing our options.Assisting clients through online chats, and other digital channelsProviding advice, discovering client needs, and offering solutions to meet those needsAccurately recording needs analysis, and other client information through an online systemMeeting sales, quality, and compliance measures on a monthly, quarterly, and annual basisBuilding rapport with clients through professional, personalized service to foster your own sales pipelineSupporting various marketing/sponsor campaignsBeing the voice of the customer by sharing their feedback with the greater team, and raising any suggestions, concerns, or feedback on how we can improveWho are we looking for?Bilingual is required (French/English) - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec. High-energy individuals who are excellent communicators both verbally and written, and who have great active listening skillsPeople that love to obsess about customers, and thrive in an environment where they are part of a strong teamPeople who are motivated by sales targets, and who want to take control of their total earnings potentialYou can seamlessly progress between an open office environment, and working from homeYou demonstrate the ability to persuade and negotiate using a consultative sales approach over the phone or through online chatYou show strong attention to detail when gathering client information, conducting a thorough needs' analysis, offering personalized solutions, identifying sales opportunities, and closing the saleYou have proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reachedYou are comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, Salesforce, and other web-based systemsThe following would be assets for you to have:Telephone sales or call centre experienceInsurance experience dealing with Accident & Sickness, and Life InsurancePost-secondary degree: however, equivalent business experience is strongly consideredFamiliarity with Salesforce, or other CRM tool Flexibility - we are open between the hours of 8:00 am - 8:00 pm EST, Monday to Friday and 10am-5pm EST on SaturdaysWhat can we offer you? A competitive compensation package including a base salary, and a monthly performance incentive to accelerate your earnings potentialA comprehensive benefits package, including Group Benefits from day one, paid vacation, and a group RSP matching plan, and future enrollment in our Global Share Ownership PlanA dedicated 4-week training program designed to have you ready to join our sales teamA collaborative working environment which fosters friendly competitionOngoing coaching and support from your direct leader, dedicated peers, and other members of our department Our Values at ManulifeOwn it - We feel empowered making decisions and take action to deliver our missionThink big - Anything is possible. We can always find a better wayShare your humanity - We build a supportive, diverse and thriving workplaceGet it done together - We’re surrounded by an amazing team. Do it better by working togetherObsess about customers - We predict their needs and do everything in our power to satisfy themDo the right thing - We act with integrity and do what we say #Montreal#LI-Hybrid#M-CA-IN-CM 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] & 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.
Bilingual Licensed Insurance Advisor
Manulife Financial Corporation, Quebec City, QC
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionAs a Bilingual Licensed Insurance Advisor, you are responsible for selling Health & Dental, Travel, and Life Insurance. You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing our products in a professional, effective manner.We have customers waiting to speak with you, we generate the leads. This is a unique opportunity for motivated salespeople who already hold a valid LLQP license, or who have the right skills to obtain this requirement before your start date. Manulife will cover the cost of an accredited education provider for the Harmonized LLQP course, as well as the exam and licensing fees.What will you be doing?Handling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking outbound calls to clients who have shown interest in discussing our options.Assisting clients through online chats, and other digital channelsProviding advice, discovering client needs, and offering solutions to meet those needsAccurately recording needs analysis, and other client information through an online systemMeeting sales, quality, and compliance measures on a monthly, quarterly, and annual basisBuilding rapport with clients through professional, personalized service to foster your own sales pipelineSupporting various marketing/sponsor campaignsBeing the voice of the customer by sharing their feedback with the greater team, and raising any suggestions, concerns, or feedback on how we can improveWho are we looking for?Bilingual is required (French/English) -The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.High-energy individuals who are excellent communicators both verbally and written, and who have great active listening skillsPeople that love to obsess about customers, and thrive in an environment where they are part of a strong teamPeople who are motivated by sales targets, and who want to take control of their total earnings potentialYou can seamlessly progress between an open office environment, and working from homeYou demonstrate the ability to persuade and negotiate using a consultative sales approach over the phone or through online chatYou show strong attention to detail when gathering client information, conducting a thorough needs' analysis, offering personalized solutions, identifying sales opportunities, and closing the saleYou have proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reachedYou are comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, Salesforce, and other web-based systemsThe following would be assets for you to have:Telephone sales or call centre experienceInsurance experience dealing with Accident & Sickness, and Life InsurancePost-secondary degree: however, equivalent business experience is strongly consideredFamiliarity with Salesforce, or other CRM tool Flexibility - we are open between the hours of 8:00 am - 8:00 pm EST, Monday to Friday and 10am-5pm EST on SaturdaysWhat can we offer you? A competitive compensation package including a base salary, and a monthly performance incentive to accelerate your earnings potentialA comprehensive benefits package, including Group Benefits from day one, paid vacation, and a group RSP matching plan, and future enrollment in our Global Share Ownership PlanA dedicated 4-week training program designed to have you ready to join our sales teamA collaborative working environment which fosters friendly competitionOngoing coaching and support from your direct leader, dedicated peers, and other members of our department Our Values at ManulifeOwn it - We feel empowered making decisions and take action to deliver our missionThink big - Anything is possible. We can always find a better wayShare your humanity - We build a supportive, diverse and thriving workplaceGet it done together - We’re surrounded by an amazing team. Do it better by working togetherObsess about customers - We predict their needs and do everything in our power to satisfy themDo the right thing - We act with integrity and do what we say #Quebec#LI-Remote#M-CA-IN-CM 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] & 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.
Bilingual Licensed Insurance Advisor
Manulife Financial Corporation, Moncton, NB
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 DescriptionAs a Bilingual Licensed Insurance Advisor, you are responsible for selling Health & Dental, Travel, and Life Insurance. You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing our products in a professional, effective manner.We have customers waiting to speak with you, we generate the leads. This is a unique opportunity for motivated salespeople who already hold a valid LLQP license, or who have the right skills to obtain this requirement before your start date. Manulife will cover the cost of an accredited education provider for the Harmonized LLQP course, as well as the exam and licensing fees.What will you be doing?Handling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking outbound calls to clients who have shown interest in discussing our options.Assisting clients through online chats, and other digital channelsProviding advice, discovering client needs, and offering solutions to meet those needsAccurately recording needs analysis, and other client information through an online systemMeeting sales, quality, and compliance measures on a monthly, quarterly, and annual basisBuilding rapport with clients through professional, personalized service to foster your own sales pipelineSupporting various marketing/sponsor campaignsBeing the voice of the customer by sharing their feedback with the greater team, and raising any suggestions, concerns, or feedback on how we can improveWho are we looking for?Bilingual individuals, fluent in English & FrenchHigh-energy individuals who are excellent communicators both verbally and written, and who have great active listening skillsPeople that love to obsess about customers, and thrive in an environment where they are part of a strong teamPeople who are motivated by sales targets, and who want to take control of their total earnings potentialYou can seamlessly progress between an open office environment, and working from homeYou demonstrate the ability to persuade and negotiate using a consultative sales approach over the phone or through online chatYou show strong attention to detail when gathering client information, conducting a thorough needs' analysis, offering personalized solutions, identifying sales opportunities, and closing the saleYou have proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reachedYou are comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, Salesforce, and other web-based systemsThe following would be assets for you to have:Telephone sales or call centre experienceInsurance experience dealing with Accident & Sickness, and Life InsurancePost-secondary degree: however, equivalent business experience is strongly consideredFamiliarity with Salesforce, or other CRM tool Flexibility - we are open between the hours of 8:00 am - 8:00 pm EST, Monday to Friday and 10am-5pm EST on SaturdaysWhat can we offer you? A competitive compensation package including a base salary, and a monthly performance incentive to accelerate your earnings potentialA comprehensive benefits package, including Group Benefits from day one, paid vacation, and a group RSP matching plan, and future enrollment in our Global Share Ownership PlanA dedicated 4-week training program designed to have you ready to join our sales teamA collaborative working environment which fosters friendly competitionOngoing coaching and support from your direct leader, dedicated peers, and other members of our department Our Values at ManulifeOwn it - We feel empowered making decisions and take action to deliver our missionThink big - Anything is possible. We can always find a better wayShare your humanity - We build a supportive, diverse and thriving workplaceGet it done together - We’re surrounded by an amazing team. Do it better by working togetherObsess about customers - We predict their needs and do everything in our power to satisfy themDo the right thing - We act with integrity and do what we say #Moncton#LI-Remote#M-CA-IN-CM 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] & 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.
Bilingual Licensed Insurance Advisor
Manulife Financial Corporation, Ottawa, 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 DescriptionAs a Bilingual Licensed Insurance Advisor, you are responsible for selling Health & Dental, Travel, and Life Insurance. You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing our products in a professional, effective manner.We have customers waiting to speak with you, we generate the leads. This is a unique opportunity for motivated salespeople who already hold a valid LLQP license, or who have the right skills to obtain this requirement before your start date. Manulife will cover the cost of an accredited education provider for the Harmonized LLQP course, as well as the exam and licensing fees.What will you be doing?Handling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking outbound calls to clients who have shown interest in discussing our options.Assisting clients through online chats, and other digital channelsProviding advice, discovering client needs, and offering solutions to meet those needsAccurately recording needs analysis, and other client information through an online systemMeeting sales, quality, and compliance measures on a monthly, quarterly, and annual basisBuilding rapport with clients through professional, personalized service to foster your own sales pipelineSupporting various marketing/sponsor campaignsBeing the voice of the customer by sharing their feedback with the greater team, and raising any suggestions, concerns, or feedback on how we can improveWho are we looking for?Bilingual individuals, fluent in English & FrenchHigh-energy individuals who are excellent communicators both verbally and written, and who have great active listening skillsPeople that love to obsess about customers, and thrive in an environment where they are part of a strong teamPeople who are motivated by sales targets, and who want to take control of their total earnings potentialYou can seamlessly progress between an open office environment, and working from homeYou demonstrate the ability to persuade and negotiate using a consultative sales approach over the phone or through online chatYou show strong attention to detail when gathering client information, conducting a thorough needs' analysis, offering personalized solutions, identifying sales opportunities, and closing the saleYou have proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reachedYou are comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, Salesforce, and other web-based systemsThe following would be assets for you to have:Telephone sales or call centre experienceInsurance experience dealing with Accident & Sickness, and Life InsurancePost-secondary degree: however, equivalent business experience is strongly consideredFamiliarity with Salesforce, or other CRM tool Flexibility - we are open between the hours of 8:00 am - 8:00 pm EST, Monday to Friday and 10am-5pm EST on SaturdaysWhat can we offer you? A competitive compensation package including a base salary, and a monthly performance incentive to accelerate your earnings potentialA comprehensive benefits package, including Group Benefits from day one, paid vacation, and a group RSP matching plan, and future enrollment in our Global Share Ownership PlanA dedicated 4-week training program designed to have you ready to join our sales teamA collaborative working environment which fosters friendly competitionOngoing coaching and support from your direct leader, dedicated peers, and other members of our department Our Values at ManulifeOwn it - We feel empowered making decisions and take action to deliver our missionThink big - Anything is possible. We can always find a better wayShare your humanity - We build a supportive, diverse and thriving workplaceGet it done together - We’re surrounded by an amazing team. Do it better by working togetherObsess about customers - We predict their needs and do everything in our power to satisfy themDo the right thing - We act with integrity and do what we say #Ottawa#LI-Remote#M-CA-IN-CM 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] & 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.
Functional Rehabilitation Specialist
Manulife Financial Corporation, Halifax, NS
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 role, you will be responsible for helping our Plan Members return to work through individually designed return to work strategies designed collaboratively by you, your professional colleagues, and vendors.Your responsibilities include budget management, planning and implementation of return to work programs. Duties may also include mediation and negotiation with claim related stakeholders.This role requires a high degree of multi-tasking, and ability to prioritize as you will often be faced with conflicting demands with short turnaround time requirements.Special Condition- This is a Nova Scotia based work from home position requiring occasional travel within NS.Responsibilities· Developing, monitoring and implementing innovative and goal-oriented vocational rehabilitation strategies for claimants in receipt of disability benefits.· Contributing to the overall profitability of Group Disability by facilitating more timely return to work for claimants.· Work with Policyholders to develop creative return to work solutions· Budget management· Provide effective communication to policy holders and members, and various medical professionals, often delivering complex and/or difficult messages· Vendor Management: ensuring the most effective and efficient treatments are available to our claimantsProfessional· Extensive functional rehabilitation experience (5 yrs.) or several years active rehabilitation experience· Sound knowledge of Rehabilitation Industry Standards, Disability Insurance and medical terminology, and Disability and Rehabilitation management best practices· Excellent written and oral communication skills· Solid Word, Excel, and PowerPoint skills· Experience managing budgets in a professional setting· Valid driver's license and car is required to travel to various locationsCompetencies and Skills Set· Related University degree, preference will be given to those candidates with Health Sciences related education· Registered Rehabilitation Professional (RRP) or Registered Kinesiologist (RKin)· Completion of related Insurance Industry courses would be an asset· Ability to multi-task and prioritize when caseloads may be large and complex.· Excellent interpersonal and conflict management skills· Ability to make difficult decisions which may have significant impact on claimants and our Business independently· Proven problem-solving skills, analytical, and organizational skills· Strength in working independently and in a cohesive team environment· Accuracy and attention to detail· Tec savvy with strong technical skills including proficiency in OneDrive, Excel and Word· Demonstrated ability to think of creative solutions to rehabilitation problems· Interest in helping others make gainful return to employmentWhat 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 culture -We lead with our Values every day and bring them to life together. Boundless opportunity -We create opportunities to learn and grow at every stage of your career. Continuous innovation -We invite you to help redefine the future of financial services. Delivering the promise of Diversity, Equity and Inclusion -We foster an inclusive workplace where everyone thrives. Championing Corporate Citizenship -We 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 LocationCAN, Nova Scotia - Full Time RemoteSalary range is expected to be between$48,075.00 CAD - $80,125.00 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.
Remote Bilingual (French/English) - Specialist, Personal Lending - Call Center
BMO, Quebec, QC
Application Deadline: 04/05/2024Address: VIRTUAL61 - HomeRes - QC - BMOJob Family Group:Retail Banking Sales & ServiceUnderstands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups. Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives.May provide training and coaching to junior associates as needed.Probes to understand customer needs and provides advice related to personal banking and borrowing strategies in the best interests of the customer.Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups.Escalates complex or unresolved customer situations to managers as required.Performs any required documentation to ensure customer's requests are accurately processed.Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner.May research and investigate lending applications, following established processes.Handles customer contacts in an informed, professional, and efficient manner.Integrates marketing promotions and programs into customer conversations, where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Makes credit decisions / recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures.Uses authorized credit qualifications as needed to fulfill customer requests.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Knowledge of personal lending and home financing products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.Term Investment Qualified (as required).Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.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:$37 500,00 - $69 500,00Pay 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.
Mortgage Specialist
BMO, Grande Prairie, AB
Application Deadline: 04/29/2024Address: 10705 West Side DriveJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation and Benefits: 100% commission roleCompensation and Benefits:Pay Type: CommissionThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Marketing Consultant, Digital Health Marketing & Sales Enablement
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 DescriptionWe 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. Job summary:The Group Benefits Marketing team delivers innovative digital marketing focusing on health and wellness benefits and experiences that help our customers live better, healthier lives, and build strong organizations. Reporting to the Director, Health Marketing & Strategic Partnerships the Marketing Consultant, Digital Health Marketing & Sales Enablement will develop marketing collateral and campaigns for our stakeholders, support marketing operational efficiencies, and execute on digital marketing strategies that effectively engage our members and sponsors. Key responsibilities: assist in the implementation of marketing strategies and programs in collaboration with our internal business partnerswrite, edit, and generate high-quality digital content for internal and external clientsdesign, develop, and deliver digital marketing campaignsdeliver against new and existing marketing campaigns, while ensuring alignment with specific business critical metricscollaborate with stakeholders to measure campaigns and report on program effectiveness ensure marketing materials support and align with business and the overall health marketing brand day-to-day management of the Seismic enablement tool, including overall governance, driving internal adoption, onboarding new users, crafting and updating customizable templates, conducting training sessions (when required), and monitoring and delivering reportingKey attributes for success:execution-focused within a fast-paced environment strong project management skills with the ability to lead and implement initiatives possess an analytical mind that can measure and optimize the performance of marketing campaigns using data and insightsfamiliar with the latest digital marketing trends and technologies, such as AI toolspositive relationship management skills at all levels of the organization self-starter, motivated, and critical thinker Qualifications:university or college study in marketing, communications, media, or related field of study5 years of experience in marketing, with at least 2 years of experience in digital marketingexcellent writing skills with a strong ability to build, draft, and edit written marketing collateral that is impactful and compellingproficient in Microsoft Office suite of programs (PowerPoint, Word, Excel, and Teams)experience with marketing automation and sales enablement tools (e.g., Salesforce Marketing Cloud, Seismic) and analytics software (e.g., Google Analytics)excellent analytical skills with the ability to measure and optimize the performance of marketing campaigns using data and insightsprocess-oriented and meticulous person who takes pride in delivering high-quality worksolutions-focused person who can identify and implement improvements to existing processesFrench is an assetExpert practitioner of agile marketingWhat can we offer you?competitive compensationRetirement Savings Accounts, including a RPP (Pension Plan), RRSP (Retirement Savings Plan), and TFSA (Tax Free Savings account)Manulife Share Ownership Program with employer matchingcustomizable benefits package including health, dental, vision, and 100% of mental health expensesfinancial support for ongoing training, learning, and educationflexible work policies and strong work-life balance#LI-hybAbout 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.
Marketing Consultant, Health Marketing
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 DescriptionWe 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. Job summary:Our dynamic Group Benefits Marketing team delivers innovative digital marketing solutions that prioritize health and wellness benefits and experiences. Our goal is to empower our customers to live better, healthier lives, and build strong organizations. Reporting to the Director, Health Marketing & Strategic Partnerships, the Marketing Consultant, Health Marketing will develop marketing collateral and campaigns for our stakeholders, support marketing operational efficiencies, and execute on digital marketing strategies that effectively engage our members and sponsors. Key responsibilities: Deliver compelling marketing campaigns: You will be responsible for crafting and implementing impactful marketing campaigns that support the launch of new products and improvements. Your goal will be to engage our target audience and drive awareness and adoption.Craft positioning strategies: You will play a crucial role in developing positioning strategies that differentiate our products and services in the market. By effectively communicating our unique value proposition, you will contribute to brand-building efforts and drive customer loyalty.Provide support to sales and customer-facing teams: You will collaborate closely with sales and customer-facing teams to equip them with the vital tools, training, and materials to effectively market our products and services. Your aim will be to empower them to optimally communicate the value of our offerings to customers.Collaborate with stakeholders: You will work closely with collaborators across the business and other functions to align marketing efforts and achieve shared goals. By encouraging positive relationships and collaboration, you will ensure that marketing initiatives are coordinated and aligned with overall business objectives.Measure campaign effectiveness: You will be responsible for measuring the success of marketing campaigns and reporting on their effectiveness. By analyzing data and insights, you will drive continuous improvement and make data-driven decisions to optimize future marketing efforts.Key attributes for success:Results-oriented and execution-focused within a fast-paced environment Strong project management skills with the ability to lead and execute initiatives Possess an analytical mind that can measure and optimize the performance of marketing campaigns using data and insightsFamiliar with the latest digital marketing trends and technologies, such as AI toolsPositive relationship leadership skills at all levels of the organization Self-starter, motivated, and critical thinker Qualifications:University or college degree in marketing, communications, media, or related field of study5+ years of experience in a Sales and Marketing roleExcellent writing skills with a strong ability to build, draft, and edit written marketing collateral that drives awareness, engagement and actionProficient in Microsoft Office suite of programs (PowerPoint, Word, Excel, and Teams)Experience working with marketing automation and sales enablement tools (e.g., Salesforce Marketing Cloud, Seismic) and analytics software (e.g., Google Analytics)Excellent analytical skills with the ability to measure and optimize the performance of marketing campaigns using data and insightsProcess- and diligent with a strong dedication to qualitySolutions-focused attitudeGroup Benefits, health care or related industry experience highly valued French is an assetExperienced practitioner of agile marketingWhat can we offer you?Competitive compensationRetirement Savings Accounts, including a RPP (Pension Plan), RRSP (Retirement Savings Plan), and TFSA (Tax Free Savings account)Manulife Share Ownership Program with employer matchingCustomizable benefits package including health, dental, vision, and 100% of mental health expensesFinancial support for ongoing training, learning, and educationFlexible work policies and strong work-life balanceChampioning 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.
Manager, Salesforce Technical Consulting - Health & Insurance Industry
Salesforce, Hyderabad, Any, India
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer SuccessJob Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place. Salesforce Industries' goal is to deliver rapid, value-driven customer solutions for complex business problems. Our Manager and technical Consulting role plays a meaningful part in managing, training, and building the careers of our technical consulting team. We are key players in this objective, as they can use Industry Cloud functionality to deliver customer requirements quickly with minimal customisation. ResponsibilitiesYou'll be responsible for handling, training, and mentoring our Technical Consultants so they can implement successfully in turning the program design of our Solution Architects and Technical Architects into a configured solution that meets the customers' needs.Our customers expect easy-to-use applications that drive down agent handling times, enhance the user experience, and integrate seamlessly with their other systems and tools. And that's where you come in! You'll help us bring the wow factor to our customer deployments - improving the Industry Cloud product to deliver user-friendly, innovative web, and mobile apps that are tailored and branded for the specific customer.Salesforce Industries is growing significantly and looking to expand its Customer Success team by hiring passionate and hard-working Managers for our Developers and Full Stack Engineers.Working predominantly with Agile scrum teams, your team will be building out complex business processes using Industry Cloud technology and the toolkit of the Force.com platform. Your primary responsibility will be to lead, train, mentor, and improve the delivery capabilities of our Technical Consulting team.Working closely with the delivery manager teams, technical consultants, and Salesforce University teams to ensure efficient onboarding training for our technical consultants and ensure the ongoing training and success of our team.You'll report directly to the Sr. Manager/Director of the India Development Center and have up to 10-15 direct reports under your scope of responsibility. You will be required to deliver technical work on projects at 50% utilization and balance that with leading your team of Technical Consultants.Working closely with Delivery Managers, Functional Solution Architects, and directly with clients and IT development staff to architect technology solutions to meet client needs and ensure the software product is proven accurately and the go-forward solution is easy to maintain and meets standard processes. This includes a lead role in project discovery and definition workshops, contributing to creating scope and development estimates and documenting requirements and designs.Effective in understanding business needs and distilling the information into business and technical requirementsCollaborate with internal partners (sales/pre-sales, engineering, other services teams, etc.) to help customers improve the value of their Salesforce Industry products and services.Designing ground-breaking technology solutions and working directly with customers to meet their business requirements in accordance with industry-standard processesResponsible for the application design, development, and support of Salesforce-related projects. The candidate must demonstrate dynamic leadership in the full life cycle of the software development environment.Through the use of UML diagrams, design documentation, and best-practice methodologies; the candidate will be responsible for the detailed design of Salesforce-related projects from inception through production support.Responsible for ensuring that the system accurately meets the defined expectations of the business unit, ensuring that proper testing is implemented, and performance requirements are closely supervised by working with the development teams.Responsible for creating, delivering, in a timely and accurate fashion, CRMs and workflow solutions using Salesforce/Apex, Visualforce, Lightning, LWC, and J2EE technologies.Advocate and implement standard process development methodology to drive quality delivery of enterprise solutions.Experience :Extensive experience and understanding of the Insurance (General or Health) Sector and the need for digital disruption.A foundational understanding of the individual, small group, large group, medicare plans supporting medical, dental, vision offeringsA solid understanding of Payer & Provider Sector Network Management of Healthcare & Salesforce Health Cloud Data ModelExperience delivering Member Care & Patient Management solutions to Healthcare customersIn-depth understanding of key health and insurance principles, including insurance product configuration, rating models, Policy fulfillment, Policy administration, underwriting, claims processing, provider network management, etc.8+ years of experience working on deployment teams, ideally using Agile development techniques.Proven track record of successful delivery of customer projects, preferably enterprise CRM implementations for Health/Insurance clients.Experience leading teams in the analysis of sophisticated problems, and the design and implementation of related solutions.Experience in Salesforce (SFDC) CRM with end-to-end implementation experience. Salesforce.com integration experience, including between different business systems as well as working with integration tools.Solid experience with configuration, customization, and programming with APEX APIs, APEX Triggers, Apex classes, APEX Web services, API, AppExchange deployment, Salesforce.com s-controls. and implementing new instances of Salesforce.com from scratch.Additional Salesforce.com experience includes Workflow Alerts and Actions, Approval Workflow, Process Builders, and Lightning Flow.Strong practical deployment knowledge of Lightning, VisualForce, Flex, and LWC.Ability to define the system landscape, identify gaps between current and desired end-states, and deliver a CRM solution.Understanding of DevOps and Release Management for large-scale transformation projects.A self-starter, adept at picking up new skills and technologies, and eager to break new groundGood communication skills to connect with customers, partners, and internal team membersQualificationsExperience leading professional consulting teams delivering large enterprise-scale Salesforce implementations.Experience in agile and hybrid SDLC models including full lifecycle deployments.10+ Years of experience leading Salesforce technical consulting projects and handling individual contributors.5+ years experience in Project Management Roles. Experienced in leading external client projects in positions of growing responsibility in the delivery of business consulting and systems development.3+ Years of experience implementing enterprise software packages2+ Years Implementing Salesforce CRM Projects including Sales Cloud and Service CloudConsistent track record of training and coaching junior consultants to thrive in a professional consulting environment as well as assisting direct reports in the definition and attainment of individual goals.A good understanding of user interface design principles, with a consistent track record of creative Salesforce developmentYou'll have experience working with a variety of technology and the ability to multi-task between different projects and workflow stagesYou'll have experience working on deployment teams, ideally using Agile development techniquesYou'll be passionate about developing apps that are both eye-catching and intuitiveYou'll be a self-starter, adept at picking up new skills and technologies, and eager to break new groundGood communication skills, equally comfortable with crafting emails as delivering a technical presentation or demoYou'll be a self-starter, adept at picking up new skills and technologies, and eager to break new groundYou are a technical guide with Full-Stack Engineering and Salesforce Development including HTML, CSS, JavaScript, Apex, LWC, etc. as you will serve as an escalation point for your team of Technical Consultants; Build credibility and trust within the Salesforce Industries professional services group.Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)- Salesforce.com Certification RequiredTECHNICAL SKILLSIn-depth knowledge of Health and General Insurance processes in industry-specific solutions (e.g. product configuration, rating models, quote, policy management, underwrite, claims, provider network management, etc.)Understanding of individual, small group, large group, medicare plans supporting medical, dental, vision offeringsData modeling, Process modeling tools, and standard methodologiesSalesforce Sales/Service Cloud, Health Cloud/Insurance Cloud ConsultantHTML5, CSS3, JavaScript and moreAngularJSJava, SOAP APIs, REST (JSON, XML)Data modelingProcess modeling tools Salesforce.com Certifications (Admin, Developer )PREFERRED QUALIFICATIONSDegree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)Salesforce (Apex, VisualForce, Lightning)Agile SCRUM Master CertificationEPC/CPQ/OMSalesforce Certification - Platform Developer I or more preferredIndustry domain experience in Insurance, Health Insurance, Telecommunication, Energy, and/or the Government sector is idealExperience with the Vlocity suite of products is a plusAccommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form .Posting Statement At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com . Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce . Salesforce welcomes all.Salary: . Date posted: 04/04/2024 03:15 PM
Insurance Sales Agent
Travis Cairns Desjardins Insurance, St. Catharines, ON, CA
Company: Travis Cairns Desjardins InsuranceBusiness Address: 5-8685 Lundy’s Lane, Niagara Falls, ON L2H 1H5Location of Work: 5-8685 Lundy’s Lane, Niagara Falls, ON L2H 1H5Job Position: Insurance Sales Agent (NOC 63100)Wage: $27.14 per hourWorking Hours: 37.5 hours per weekTerms of Employment: Permanent full timeEmployment Starting Date: As soon as possibleBenefits: Commission percentage based on sales volume, quarterly and annual bonus based on sales volumeVacancy: 1Language of Work: EnglishEducation Requirement: Secondary (high) school graduation certificateExperience Requirement: Will trainWork Setting: Finance and insurance, Insurance company, Urban areaCredentials Requirement:The candidate must have an Other-Than-Life (OTL) provincial license issued by the Financial Services Commission of Ontario to begin working. The satisfied candidate will be offered three opportunities to pass the OTL test.Life License Qualification Program (LLQP) license issued by Financial Services Regulatory Authority of Ontario is expected to obtain within the first year of employmentWork Conditions and Physical Capabilities: Tight deadlines, Attention to detail, Sitting, Fast-paced environment, Work under pressurePersonal Suitability: Client focus, Efficient interpersonal skills, Excellent oral communication, Excellent written communication, Flexibility, Organized, Reliability, Team playerDuties/Responsibilities:Identify and assess potential institutional, business and individual client marketsEstablish client insurance coverage, calculate premiums and establish method of paymentMonitor insurance claims and respond to clients' enquiriesProvide customer serviceProvide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy featuresSell automobile, fire, health, life, property, marine, aircraft and other types of insuranceHow to Apply:By Email: By Mail: 5-8685 Lundy’s Lane, Niagara Falls, ON L2H 1H5
Mortgage Specialist
BMO, Brockville, ON
Application Deadline: 04/29/2024Address: 1 Wall StreetJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation and Benefits: 100% commission roleCompensation and Benefits:Pay Type: CommissionThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Mortgage Specialist
BMO, Bedford, NS
Application Deadline: 04/28/2024Address: 620 Nine Mile Drive, Unit 100Job Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed. Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation and Benefits:Pay Type: CommissionThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Account Executive - Smart Buildings/Building Automation - Solution Sales - Vancouver, BC
Siemens, Richmond BC, British Columbia
Change the future with us. Our Sales experts are the eyes and ears of our customers. They do not wait; they take the initiative. They transform "That sounds interesting!" into actual contracts, paving the way for new avenues of business. Join our team and we will give you the latest knowledge and independence for autonomous action and decision-making, helping you become a trusted partner in customer relationships. Why you'll love working for Siemens! Freedom and a healthy work- life balance- Embrace our flexible work environment with flex hours, telecommuting and digital workspaces. Solve the world's most significant problems - Be part of exciting and innovative projects. Engaging, challenging, and fast evolving, cutting edge technological environment. Opportunities to advance your career and mentorship programs on a local and global scale. Competitive total rewards package. Profit sharing available. Rewarding vacation entitlement with the opportunity to buy and sell your vacation depending on your lifestyle. Contribute to our social responsibility initiatives focused on access to education, access to technology and sustaining communities and make a positive impact on the community. Participate in our celebrations, social events and offsite business events. Opportunities to contribute your innovative ideas and get paid for them! Employee perks and discounts. Diversity and inclusivity focused - check out our communities! Siemens is proud to be an eight-time award winner of Canada's Top 100 Employers, Canada's Greenest Employers 2022, Canada's Top Employers for Young People 2024 and Greater Toronto's Top Employers 2022. What will you do?Siemens Smart Infrastructure is currently searching for a dynamic sales professional for our Building Automation Solutions (Construction) Sales team. The primary responsibility of this role is to promote Siemens strong market position for delivering smart building technology to help our customers create outstanding experiences for their customers. In this position, you will achieve booking and profit goals by developing and implementing plans to grow, develop, and manage contractor, consultant, developer, and end-user relationships; capitalize on sales opportunities within the territory; and effectively execute sophisticated deals independently within our established guidelines. Responsibilities:Develop a comprehensive understanding of the marketplace, competitor offerings, customers, and decision influencers across the region, segments, and verticals within the region. Keep current on automation, electrical, fire, mechanical, and IoT market business and product trends. Develop a geographic and vertical market account management plan that focuses on strategic growth. Identify new business opportunities to grow in new markets or adjacent segments and develop "go to market" strategies to drive business to the standard construction channel and the end user customer. Develop and maintain a qualified funnel of opportunities. Achieve new order/booking and profit goals. Deliver on forecasted results consistently. Collaborate with operations and internal teams to deliver excellent customer outcomes. Partner with other sales division teams to plan, target, and acquire new projects and accounts. Attend industry-specific networking events; actively participate in professional organizations such as ASHRAE, BOMA, I2SL, CHES, etc. to build a network of contacts and to represent Siemens in the market. Influence new construction specifications by developing relationships with consulting engineers. Position Siemens as an industry leader among service providers, leveraging Siemens world-class digital service delivery as a key differentiator. Work jointly with the multiple levels of the customer's organization to understand and document their business goals and success metrics. Develop value-based proposals, estimates, specifications, and presentations. Work with operations, finance, legal and other inside and outside resources to obtain the sale. Follow through on sold projects to ensure satisfactory completion. Ensure a smooth sales-to-operations turnover and monitor project execution. Assist in resolving installation, collections, and other customer satisfaction issues as needed. Actively participate in sales department meetings, workshops, and seminars to stay knowledgeable on current market, business, and product trends. Travel overnight up to 10% for training and business development. What will you need to succeed? Bachelor's degree preferred; a combination of education and experience will also be considered 5+ years of sales experience in building automation or a related field Software, IoT, and networking experience a plus Experience in the life sciences, healthcare, education, data center, and commercial office vertical markets preferred Financial expertise to estimate and sell technical solutions and service product lines effectively and independently Account development and strategic sales skills Experience selling to mechanical contractors, engineers, and GC's (General Contractors) Experience in the bid and spec controls market Strong verbal and written communication skills in English Strong organizational, presentation, and negotiation skills Proficiency with Microsoft Office suite Proficiency with Salesforce CRM preferred Possess a valid driver's license in good standing About us. We share our ideas and champion the people behind them. For over 110 years, Siemens Canada has stood for engineering excellence, innovation, quality and reliability. Active across Canada, the company focuses on intelligent infrastructure for buildings and distributed energy systems and on automation and digitalization in the process and manufacturing industries. Siemens brings together the digital and physical worlds to benefit customers and society. Through Mobility, a leading supplier of intelligent mobility solutions for rail and road transport, Siemens is helping to shape Canada's passenger rail services. Via its majority stake in the publicly listed company Siemens Healthineers, Siemens is also a leading supplier of medical technology and digital health services. In addition, Siemens holds a minority stake in Siemens Energy, a global leader in the transmission and generation of electrical power. Making a difference together we raised $385,000 towards charitable contributions, support over 38 non-profit organizations and planted 660 trees in our local communities. Siemens Canada has 2,500 employees from coast-to-coast and 24 office and production facilities across Canada. Join our team of approximately 293,000 talented professionals in more than 190 countries/regions and help us tackle the most exciting challenges to build a successful future together. So, what are you waiting for? Take your next career step with us. To learn more about Siemens Canada, visit our website at www.siemens.ca While we appreciate all applications we receive, we advise that only candidates under consideration will be contacted.Siemens is committed to creating a diverse environment and is proud to be an equal opportunity employer. Upon request, Siemens Canada will provide reasonable accommodation for disabilities to support participation of candidates in all aspects of the recruitment process. All qualified applicants will receive consideration for employment.By submitting personal information to Siemens Canada Limited or its affiliates, service providers and agents, you consent to our collection, use and disclosure of such information for the purposes described in our Privacy Notice available at www.siemens.ca.Siemens s'engage à créer un environnement diversifié et est fière d'être un employeur souscrivant au principe de l'égalité d'accès à l'emploi. Sur demande, Siemens Canada prendra des mesures d'accommodement raisonnables pour les personnes handicapées, dans le but de soutenir la participation des candidats dans tous les aspects du processus de recrutement. Tous les candidats qualifiés seront pris en considération pour ce poste.En transmettant des renseignements personnels à Siemens Canada limitée ou à ses sociétés affiliées, à ses fournisseurs de services ou à ses agents, vous nous autorisez à recueillir, à utiliser et à divulguer ces renseignements aux fins prévues dans notre Déclaration de protection de la confidentialité, que vous pouvez consulter au www.siemens.ca.Salary: . Date posted: 04/10/2024 02:20 PM