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Overview of salaries statistics of the profession "Financial Sales Consultant in Canada"

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Advertising Sales Consultant

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Area Sales Consultant

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Automotive Sales Consultant

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B2B Sales Consultant

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Bathroom Sales Consultant

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Business Sales Consultant

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Direct Sales Consultant

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Enterprise Sales Consultant

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Field Sales Consultant

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Golf Sales Consultant

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HVAC Residential Sales Consultant

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Inbound Sales Consultant

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Industrial Sales Consultant

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Inside Sales Consultant

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Insurance Sales Consultant

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Internal Sales Consultant

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International Sales Consultant

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Investment Sales Consultant

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Life Insurance Products Sales Consultant

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Life Insurance Sales Consultant

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Luxury Sales Consultant

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Media Field Sales Consultant

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Media Sales Consultant

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Mortgage Sales Consultant

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New Homes Sales Consultant

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Outbound Sales Consultant

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Outside Sales Consultant

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Real Estate Sales Consultant

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Recruitment Sales Consultant

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Regional Sales Consultant

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Showroom Sales Consultant

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Ski Sales Consultant

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Technical Sales Consultant

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Telephone Sales Consultant

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Travel Sales Consultant

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Van Sales Consultant

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Wireless Sales Consultant

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Sales Consultant - Tillicum
New Look Eyewear, Victoria, BC
Are you Looking for a Career that is Innovating, passionate, committed, respectful, and strives for excellence that is what we do day to day? We are looking for you!All of our employees hold these values, from head office to every one of our stores.What is the reason for our success? Our commitment to contribute to the well-being of our customers and employees alike so we can all make the most out of life! After all, they all are our inspiration.Main ResponsibilitiesExceed our customer’s expectation by creating a positive experience during their visit at our store;Ensure our customers are greeted and welcomed into our store in a timely, professional, and engaging manner;Initiate consultations by asking open-ended questions to learn about our customers’ preferences and needs;Assist our customers through the process of finding the perfect pair of glasses through honest and confident feedback based on style, function, and fit;Perform basic technical measurement and adjustments of eyewear (training provided);Assist our customers in placing orders and process customer payment transactions;Achieve and exceed monthly sales targets;Assist in opening and closing store procedures;Perform other tasks as needed, including maintaining store cleanliness, entering stock, inventory counts, and other duties assigned.Requirements and work conditionsYou have previous retail sales or customer service experienceYou have a great attitude towards customer serviceYou have excellent computer skills and working knowledge of Microsoft Office (Outlook, Word, Excel, and PowerPoint)You demonstrate initiative in learning and understanding new products, services and promotional offeringsYou are committed to driving sales and working as a team to achieve store targetsYou have excellent communication skillsYou are open minded and adaptable to new environmentsYou have a flexible schedule with the ability to work evening, weekends and some holidaysAre you looking for a career with vision?Joining New Look Eyewear gives you the opportunity to be part of an exceptional team and advance your career.
Sales Consultant - Nanaimo
New Look Eyewear, Nanaimo, BC
Are you Looking for a Career that is Innovating, passionate, committed, respectful, and strives for excellence that is what we do day to day? We are looking for you!All of our employees hold these values, from head office to every one of our stores.What is the reason for our success? Our commitment to contribute to the well-being of our customers and employees alike so we can all make the most out of life! After all, they all are our inspiration.Main ResponsibilitiesExceed our customer’s expectation by creating a positive experience during their visit at our store;Ensure our customers are greeted and welcomed into our store in a timely, professional, and engaging manner;Initiate consultations by asking open-ended questions to learn about our customers’ preferences and needs;Assist our customers through the process of finding the perfect pair of glasses through honest and confident feedback based on style, function, and fit;Perform basic technical measurement and adjustments of eyewear (training provided);Assist our customers in placing orders and process customer payment transactions;Achieve and exceed monthly sales targets;Assist in opening and closing store procedures;Perform other tasks as needed, including maintaining store cleanliness, entering stock, inventory counts, and other duties assigned.Requirements and work conditionsYou have previous retail sales or customer service experienceYou have a great attitude towards customer serviceYou have excellent computer skills and working knowledge of Microsoft Office (Outlook, Word, Excel, and PowerPoint)You demonstrate initiative in learning and understanding new products, services and promotional offeringsYou are committed to driving sales and working as a team to achieve store targetsYou have excellent communication skillsYou are open minded and adaptable to new environmentsYou have a flexible schedule with the ability to work evening, weekends and some holidaysAre you looking for a career with vision?Joining New Look Eyewear gives you the opportunity to be part of an exceptional team and advance your career.
Sales Representative
Industrielle Alliance - Agence Québec Rive-Sud, Moncton, NB
Did you know that 80% of active Sales Representative / financial advisors have not studied finance? Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! license paid by the company, full benefits, group insurance and group RRSP. Come meet us and take the personality test to see if you have the job profile! Being a financial security advisor is a constructive job that aims to recommend financial solutions and advise people in achieving their financial goals, their choices of savings, investment products, insurance and even more…. Your mission: that customers are confident and secure in relation to their future. The partnership with senior advisors, a clientele in place, an assistant are only a few means at your disposal to facilitate the development of your clientele. Come work for a company that promotes teamwork, a climate of high performance, continuous improvement, respect for individuals and distributors and a service mentality. Description of tasks: Recommend and advise clients in their choice of savings and investment products, guide them in their choice of mortgage, life insurance, mortgage insurance and others. Advantages: A management team in place to support you on a daily basis, free access to premises, advantageous salary including commissions and bonuses (according to the personal objectives established), access to a team of financial planners to assist you in your complex files and to a team of trainers to improve your skills in the products offered by the company. For more information or to apply, contact us! As a consultant, it is imperative to be customer service oriented, and do you have any of these qualities? -Sociable and good communicator-Passionate, ready to take on challenges-Efficient, action and results oriented-Ready to make a difference-Confident and go-getter-Attentive to others and their needs. Then this career is for you.
Consultant, Banking Operations
KPMG, Montreal, QC
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG's Banking Advisory Practice helps organizations to develop efficient and effective operations to support strategic business objectives. We support our clients in identifying, quantifying, prioritizing and delivering the changes required to align their operating models to their financial targets and strategic objectives. This approach helps deliver timely improvements in performance and visibility, and control for long-term operating impact. We start with the big picture, before narrowing it to reflect our clients' most pressing concerns, focusing on continuously streamlining operations to unlock value, delivering bottom-line improvements and enhancing quality and service levels. Our Banking Advisory practice are seeking a Consultant to strengthen our Banking offering in the Montreal office. We are looking for talented professionals like you, with a proven record for motivating teams and delivering exceptional, meaningful client service. What you will doAs a Consultant in our Banking Advisory practice, you will use your strong business acumen and be a key member of a high performing team. You'll be learning from some of the best in the financial services industry and growing your personal skillset by : You will be at the forefront of our payment solutions ecosystem, leveraging your expertise to assess, capture, and translate intricate business issues into well-structured payment solutions. Your proficiency in both operational and technical domains will enable you to develop comprehensive work stream plans that drive impactful change. Designing, building, launching, optimizing, and expanding full-stack payment solutions that precisely align with business requirements. Cultivate relationships with a diverse group of stakeholders. Serving as a subject matter expert, you will guide a diverse team of technology and project professionals during project implementation. Participate in requirement gathering workshops, you will gain a deep understanding of our clients' business needs. This insight will empower you to tailor functional solutions and product demonstrations that resonate with various stakeholders. In the pre-sales process, you will prepare compelling marketing materials such as presentations and demos to address potential customers' business requirements. Your expertise in showcasing the value of our solutions will drive new business opportunities. What you bring to the role A Bachelors' degree in a related discipline (may include undergraduate or postgraduate degree in Management/Business Administration, Engineering, Business Information/Technology, Finance, Public Administration, Data Sciences and Health Sciences) A minimum of 1-3 years of experience in c onsulting in banking services . Experience in planning and tracking projects, comfortable to work with executive and C-suite clients and s uperior communication skills . Strong analytical and problem-solving skills with the ability to identify and define problems and develop creative solutions to address client requirements clearly and articulately. Proficient in Microsoft Excel and PowerPoint . Ability to work independently once provided with direction but have an affinity for teamwork and relationship building. Individuals who take deep personal accountability for their work, have a passion for excellence, driven to achieve their full potential and understand the value of building relationships with clients, future clients, their communities, the global firm and each other. Open to learn new things and dive deep into new industries and business functions. This position requires written and oral fluency in English because it involves interpretation and application of English standards, guidance, laws and regulations, servicing of English-speaking clients located across Canada and collaboration with English Speaking colleagues located outside of Quebec. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Relationship Manager - Transportation Finance Sales
BMO, Vancouver, BC
Application Deadline: 03/31/2024Address:595 Burrard StreetFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications from key clients. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.May coordinate closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Advises clients on loan products, options, rates, terms and collateral requirements.May advise business clients on cash management/deposits solutions.Advises clients, where possible, on business management and other financial matters.Develops and manages banking relationships, plans for prospective clients.Acts as the prime subject matter expert for internal/external stakeholders.Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.Monitors and tracks performance, and addresses any issues.Ensures proper documentations for loans and cash management services.Reviews loan applications and cash management service agreements for completeness and accuracy.Evaluates and structures loan requests, determining appropriate documentation for Approved loans.Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.Follows up after closing to insure all documents are completed and filed.Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Senior Consultant, Solution Development and Transformation
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG leading managed services practice is a key growth area within Canada and provides a comprehensive suite of managed services, from across a variety of business pillars including Risk and Regulation, Cyber Services, Financial Crimes and Third Party Risk Management to join our growing team as a Senior Consultant, Business Enablement within KPMG's Managed Security Services practice. This is an exciting opportunity for talented, energetic people to join a practice that is experiencing significant growth. We are looking for candidates who have demonstrated academic, business and technical excellence, strong all-around capabilities, and fit with our diverse culture. Individuals who can work in a dynamic, fluid and entrepreneurial environment will excel, and will find a wide range of opportunities within our growing practice. It is an excellent opportunity for those that are looking to work in a firm and department with great career progression opportunities and wanting to be part of building a premier managed service team. What you will doYou will support senior leadership with the development and deployment of new managed services solutions. Solution Development: Develop project plans Manage activities and internal stakeholders in delivery of the solution Develop solution specific dashboards Support marketing and communications development Key Practice Activities: Maintain and update monthly leadership dashboard Track practice investments and financial status Track solution sales, cross sales and opportunities Support internal risk management activities What you bring to the role 2-3 years of consulting experience with a background in risk and or managed services Project management experience Strong verbal and written skills Strong presentation skills Experience with Power BI Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
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.
Sales Consultant - Toronto, ON
Dynamic Synergy Group Inc., Toronto, ON, CA
Our client, a prestigious Real Estate Developer company in Toronto, ON is currently expanding! Seeking dynamic, high performing, growth oriented sales consultants to join their growing team!Job Description:The ideal candidate will have a minimum of 3 years business development experience ideally i.e in the financial services, mutual funds, mortgages, insurance or real estate development industry.In this role, you will lead initiatives to generate and engage with business partners to build new business for the company. This candidate will be focused and have strong communication skills. They should be able to think critically when making plans and have a demonstrated ability to execute a particular strategy.Responsibilities:- Identify partnership opportunities- Develop new relationships in an effort to grow business and help companyexpand- Maintain existing business- Think critically when planning to assure project successQualifications:- Bachelor's degree or equivalent experience- 3-4 years' prior industry related business development experience- Strong communication and interpersonal skills- Proven knowledge and execution of successful development strategies- Focused and goal-orientedSales training provided.All qualified candidates may send their resume to .
Corporate Development Consultant, Deloitte Global
Deloitte, Edmonton, AB
Job Type:Permanent Reference code:125958 Primary Location:Toronto, ON All Available Locations:Toronto, ON; Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kitchener, ON; Moncton, NB; Ottawa, ON; Regina, SK; Saint John, NB; Saskatoon, SK; St. John's, NL; Vancouver, BC; Victoria, BC; Winnipeg, MB Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness. Experience a firm where wellness matters. Be expected to share your ideas and to make them a reality. Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization.What will your typical day look like?Key responsibilities: Identify and screen global targets; create target profiles Conduct financial/operating due diligence; build valuation models and support development of business cases Conduct financial analysis regarding theimpacts of increased Delivery Center use, including cross-border Improve forecasting to translate annual business plans into Delivery Center resource needs Support the Global DC SteerCo executing projects related to defining a future Global Delivery Center strategy, increasing Delivery Center use, and data analytics and reporting initiatives Assess member firmpolicies regardingrewards and recognition of Delivery Center activities About the teamGlobal Corporate Development assists with acquisitions in financial advisory, consulting, analytics, ERS, and tax and legal practices. We've developed innovative, leading-edge solutions to ensure smooth transitions, cohesion, and mutual growth. We are also responsible for setting the strategy and driving the operations for delivery centers.Enough about us, let's talk about you 2+ yearsof relevant work experience. Critical thinking skills with the ability to execute on the details. High degree of comfort working in an unstructured environment that requires solving complex, open-ended issues with incomplete data and little direction. Strong quantitative skills. Strong analytical, research and presentation skills. Ability to synthesize large sets of data and integrate into meaningful reports and recommendations. Strong PowerPoint and Excel skills required. Visualization/Analytics software experience preferred. Total RewardsThe salary range for this position is $58,000 - $96,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Developer, Equity, Consulting, Technology, Finance
Inside Sales Wholesaler, Retail Distribution - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/21/2024Address:100 King Street WestAssociate, Internal Sales, Retail Distribution - BMO Global Asset ManagementThe Associate, Internal Sales, Retail Distribution will be responsible to promote and sell BMO Global Asset Management (BMO GAM) investment & portfolio solutions products and services within the internal distribution channels in P & BB (Personal & Business Banking). Results will be attained through the initiation and execution of sales coaching calls to Personal Bankers in their regions. Also, support and sales activities & events in partnership with the Senior Associate's sales & business development objectives.Provide internal phone sales support to Personal Bankers for the BMO Global Asset Management line of business through promotion of Mutual Funds & investment solutions.Partner with Regional Sales Managers in the implementation of sales strategies for GAM Retail investment products & services within P&BB distribution channels in the region.Engage and conduct coaching and training via phone/video sessions individually or in a group setting to increase awareness and penetration to internal partners through phone meetings, workshops, webinars, branch huddles and seminars.Be the point of contact for internal partners across assigned regions for any BMO Global Asset Management Retail investment related queries.Proactively identifying coaching and training opportunities by analyzing various metrics such as branch segmentation, penetration rates, branch needs and scorecard results.Create, build and maintain strategic working relationships with internal partners throughout the distribution channels within BMOFG.Help develop sales tools/strategies and tactics aimed primarily at BMs, PBs/PBAs and FPs to engage, and increase P&BB Retail Mutual Fund SalesConduct regular best practices sessions and presentations on selling techniques, provision of scripts and/or campaign info on behalf of P&BB Sales.Assist Regional Senior Assoicate's in territory management.Operates in multiple working relationships/partnerships/environments.Assists in direct client education of BMO GAM Investment Solutions to end investors as required through seminars & webinars or joint calls with branch advisors.Responsible for managing various incoming sales leads and assignment to appropriate partners in branches.Participate in direct client sales initiatives undertaken in partnership with the Regional Senior Associate or Marketing as required.QualificationsTrack record of consistent Personal Banker performance related to investment sales results preferred.Completion of IFIC (Mutual Funds Investments Course) or CSC (Canadian Securities Course). Canadian Practices Handbook (CPH) added benefit.University degree or College diploma required, related industry courses ideal.Minimum 3 years of financial services industry and investment product sales experienceIn-depth knowledge of BMO Funds and Mutual Funds organization and Banking Group interrelationships.Proven Sales experience and client relationship management experience required.Strong relationship skills, interpersonal, and communication skillsStrong presentation and facilitation skillsFamiliarity with retail investment products and distribution channels within the marketplaceMust be proactive, driven and motivated with a positive attitude and a desire to develop businessGrade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Wealth Planning Consultant
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:3985 Highway 7 EastProvides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).Accounting experience + CPA is an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Wealth Planning Consultant
BMO, Ottawa, ON
Application Deadline: 04/07/2024Address: 979 Bank Street 6th FlrJob Family Group:Wealth Sales & ServiceProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).MBA considered an asset.LL.B/LL.L/LL.M is considered an asset.Life Insurance designation is considered an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$63,500.00 - $117,600.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Wealth Planning Consultant
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 3985 Highway 7 East Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset. Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required. Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results. Develops internal/external networks and referral sources to grow business within the assigned region. Ensures that the region's client experience standards for financial planning and client relationship development are met. Acts as a trusted advisor to assigned business/group. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Works closely with Investment Advisors in the development and delivery of HNW management solutions. Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches. Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required. Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required. Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions. Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications. Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals. Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients. Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives. Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings. Protects the Banks assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study. Experience in selling to Investment Advisors or HNW clients. Experience in financial planning is an asset. CFP designation (IQPF in Quebec). Accounting experience + CPA is an asset. Working knowledge of financial planning software (NaviPlan an asset). Trust & Estate Practitioner. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $63,500.00 - $117,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Personal Mortgage Consultant
Manulife Financial Corporation, Vancouver, BC
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 Personal Mortgage Consultant (PMC) for Mortgage Brokers you will be responsible for growing our Mortgage Broker channel through the promotion and education of our Manulife Bank solutions. This will involve managing and deepening existing mortgage broker relationships and prospecting for new ones. You will continually grow positive relationships through targeted call campaigns, virtual meetings and professional telephone and email sales activity. Your depth of underwriting knowledge will allow you to offer mentorship and support to the broker on how to best position and package mortgage deals for submission.The ideal candidate is dynamic, loves challenging themselves, and has a fun competitive spirit. Your leader and your team will give you all the support, intensive coaching and training you need.Key Accountabilities:Education:Understand and present our selling strategy to mortgage brokers through our Manulife Bank sales education seriesWork with External Business Development Managers (BDM) to determine ideal candidates for the educational programProvide knowledge checks along the way to master statusDevelop, host and present virtual meetings for all brokers on your listFile Management:Support the broker through the entire process from pre-application to fundingProvide support and management to National Desks to solicit mortgage dealsManage funding ratios with brokers in their portfolioProcess referred and existing broker client deals.Relationship Management:Manage the transition of mortgage brokers to the external BDM upon successful completion of the educational series and achievement of a volume threshold or target # of funded deals.You will also manage the transition of mortgage brokers who fall below the required threshold for external BDM support to your support.Complete analysis of the mortgage brokers to identify who should be terminated from the relationship with Manulife Bank based on production.Build relationships and collaborate with key partners across the organization to facilitate Mortgage Broker requests (i.e. Compliance, Client Services, Marketing, Events, Product, etc.)Sales Planning:Handle and coordinate your daily tasks effectively to achieve efficiency metrics in a way that best supports mortgage brokers and the sales region as a wholeLeverage technology to build efficiencies within your territory and overall sales teamSkills Required: Proven ability to persuade and negotiate through consultation and active listening skillsProven sales competence, business development and prospecting aptitudeExecution of a repeatable and measurable sales processAbility to provide underwriting expertiseAble to nurture positive relationships with both clients and internal partnersHas strong time management skills and the ability to prioritizeDemonstrates effective communication, organization and collaborationTakes initiative, is a positive influence and thrives in a fast-paced work environment - a fast learner and self-starter with a strong desire to winIs flexible and able to adapt to change, including changing priorities and tight deadlinesHas strong problem-solving and analytical skills; ability to investigate problems without supervisionIs results driven and team orientedComfortable with pay-for-performance compensation structureCoachable: Being receptive to feedback, willing to learn, embracing continuous improvementQualifications:College or University degree in a related fieldMinimum 2 years experience in the banking and mortgage brokerage industryStrong understanding of mortgage underwritingExperience conducting virtual meetings and presentationsExperience with Salesforce.com is preferredFamiliarity with Microsoft Office, including intermediate level of expertise using ExcelKey Performance Goals/MeasurementAchieve specific # of funded deals and volume targetsWorking Conditions: Limited travel may be requiredOutstanding compensation & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year)Grow your career at Manulife in roles in our Banking, Insurance, Marketing and Asset Management areasAbout 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.
Financial Business Partner - Merchandising Planning
RONA Inc., Boucherville, QC
Financial Business Partner - Merchandising Planning Language English Français (CA) Apply Now At RONA, over 22,000 employees let their passion blossom every day. Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve. We operate or service some 425 corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to big box stores, our RONA+, RONA, Réno-Dépôt, and Dick’s Lumber banners are well equipped to help meet the needs of all DIYers and contractors. You’ve got the talent? We’ve got the tools! Here, your work and ideas will contribute to building a flourishing organization. Your voice will always be heard and valued. You’ll find career opportunities that live up to your ambitions and be able to further develop your unique set of skills. So, if you’re looking to do what you love, we could be a perfect match. Your role Act as a financial business partner for the Merchandising team Margin analysis, impacts on markdowns, as well as rate, volume and mix. Support and make recommendations to Merchandising departments in various projects such as demand planning, management of markdowns and inventory overstock, supply and profitability of products. Work in partnership on the development of action plans with Merchandising in order to achieve budgeted sales and margin targets. Collaborate to put in place and periodically monitor buying plans are in line with the inventory strategy for these categories. Build financial budgets while compiling all future initiatives. The qualifications we are looking for University degree in administration, accounting concentration would be an asset; 3 years of relevant experience as a financial analyst; Hold or in the process of obtaining a recognized professional designation CPA would be an asset; Possess strong skills in analysis; Have marked communication skills; Extensive knowledge of Excel, Access is an asset; Demonstrate initiative and attention to detail; Understanding and interpreting complex themes and issues; Our Hybrid Workplace Policy establishes that associates need to have a reliable transportation to and from our corporate head office located in Boucherville (Quebec), to come to the office on a regular basis. We require all our head office associates to be proficient in French, spoken and written. By joining the RONA family, you’ll enjoy many benefits, such as: A fitness centre, sports activities, and showers A childcare centre that can accommodate up to 78 children A cafeteria with a delicious menu prepared by a dedicated chef, healthy options, as well as FARO Roasting Houses and Tim Hortons coffee stations Exclusive employee discounts, plus a 10% discount on store merchandise (at all RONA locations) Benefits: retirement savings plan, annual bonuses, student incentive program, etc. Electric car charging stations Career growth opportunities within the company An inclusive and safe working environment Promotion of work-life balance An employer that’s involved in the community And much more! RONA is committed to encouraging diversity and inclusion. We are pleased to consider applications from all qualified candidates, regardless of race, colour, religion, sexual orientation, gender, nationality, age, disability, or any other protected status. Apply Now
Executive - Financial Accounting
General Mills, Powai, Mumbai, Any, India
India is among the top ten priority markets for General Mills, and hosts our Global Shared Services Centre. This is the Global Shared Services arm of General Mills Inc., which supports its operations worldwide. With over 1,300 employees in Mumbai, the center has capabilities in the areas of Supply Chain, Finance, HR, Digital and Technology, Sales Capabilities, Consumer Insights, ITQ (R&D & Quality), and Enterprise Business Services. Learning and capacity-building is a key ingredient of our success.Position Title Executive - Financial Accounting Function/Group Finance Location India Shift Timing Full time Role Reports to Associate Assistant Manager Remote/Hybrid/in-Office Hybrid ABOUT GENERAL MILLS We make food the world loves: 100 brands. In 100 countries. Across six continents. With iconic brands like Cheerios, Pillsbury, Betty Crocker, Nature Valley, and Haagen-Dazs, we've been serving up food the world loves for 155 years (and counting). Each of our brands has a unique story to tell. How we make our food is as important as the food we make. Our values are baked into our legacy and continue to accelerate. us into the future as an innovative force for good. General Mills was founded in 1866 when Cadwallader Washburn boldly bought the largest flour mill west of the Mississippi. That pioneering spirit lives on today through our leadership team who upholds a vision of relentless innovation while being a force for good. For more details check out http://www.generalmills.comGeneral Mills India Center (GIC) is our global capability center in Mumbai that works as an extension of our global organization delivering business value, service excellence and growth, while standing for good for our planet and people. With our team of 1800+ professionals, we deliver superior value across the areas of Supply chain (SC) , Digital & Technology (D&T) Innovation, Technology & Quality (ITQ), Consumer and Market Intelligence (CMI), Sales Strategy & Intelligence (SSI) , Global Shared Services (GSS) , Finance Shared Services (FSS) and Human Resources Shared Services (HRSS). For more details check out https://www.generalmills.co.in We advocate for advancing equity and inclusion to create more equitable workplaces and a better tomorrow. JOB OVERVIEW Function Overview The Finance organization partners across General Mills to provide financial expertise to guide and govern the company. We hold ourselves accountable for the areas where we are uniquely positioned to drive results - what we call our Strategic Priorities - but we never lose sight of the fact that we only truly win when the company wins. The Finance function operates as a global team through the partnership of a series of enterprise-focused and business-embedded groups. Our Finance Shared Services team enables our enterprise to make bold decisions by leading financial planning & analysis, finance operations and managing risk & compliance.For more details about the Function please visit this Link Purpose of the role Ensure accurate recording of financial transactions in compliance with related accounting controls and prepare information and reports for North American Internal/External manufacturing facilities. Responsibilities require functional expertise in finance and accounting, strong customer relationship, Analytical s, and communication skills. KEY ACCOUNTABILITIES 80% of Time Conduct Monthly/Quarterly inventory reconciliations and ensure accuracy of inventory levels. Investigate and resolve inventory discrepancies, including identifying root causes and implementing corrective actions.•Work with Warehouse, Manufacturing Plants, Monitor and Resolve, and Finance teams to identify root causes of discrepancies and implement corrective actions.• Analyze inventory data and provide insights to improve inventory management processes.• Ensure compliance with inventory control policies and procedures.• Collaborate with cross-functional teams to optimize inventory levels and reduce excess inventory discrepancies.• Maintain accurate inventory records in the ERP system and clear negative inventories.• Collaborate with cross-functional teams to troubleshoot and resolve issues.• Resolution of EDI/IDOC errors related with Inventory transactions.• Regularly work on all daily/Weekly Report and meet SLA guidelines.• Develop strong relationships with business partners.• Support business continuity to meet critical business objective.• Ensure KPI's are consistently met.• Ensure all SLA's are met with set accuracy and timelines• Support audit and control to ensure compliance with GMI and Sarbanes-Oxley requirements.• Work and resolve issues related daily, weekly and monthly activities (E.g. Inventory reports, Negative inventory report, Prepare JE's, Open Purchase order /Shipment report, Qty Discrepancy Report)• Perform Grain Accounting activities.• Perform Unload Settlements on daily basis. 10% of Time Identify, initiate, and implement process improvement ideas.Leverage Continues Improvement tools or mindset to identify recurring issues and work towards Institutional Solution10% of Time Ensure clear process documentation is in place, utilized and updated in timely manner. Actively participate in team or site events/initiatives MINIMUM QUALIFICATION • Minimum Degree Requirements: Full Time graduation from an accredited university (Mandatory) • Minimum years of related experience required: 2+ years of relevant experience in business, accounting. Specific Job Experience or Skills Needed • Experience in Reconciliation is must. • Familiarity with SAP system functionality preferred. • Experience dealing with U.S. personnel over phone preferred. • Ability to question, recommend, influence and lead process changes to enhance efficiency and effectiveness for the team and stakeholders. • Advanced MS Office computer skills preferred (i.e., Word, Excel, Access, Outlook)Competencies/Behaviors required for job • Delivers outstanding results: Consistently Meets/exceed deliverable, takes appropriate decisions. • Business Process and Analytics: Understand the financial implication & business driver behind them. • Lead Innovation - Experiment with new approaches and shifts priority when necessary. • Business Partnership: Develops a good relationship with plants/GMI partners. • Financial Acumen: Understands accounting Policies & Procedure PREFERRED QUALIFICATIONS • Preferred Major Area of Study: Finance & Accountancy • Required Professional Certifications: None • Preferred Professional Certifications: None • Preferred years of related experience:2+ years of relevant experience in business, accountingCOMPANY OVERVIEWWe exist to make food the world loves. But we do more than that. Our company is a place that prioritizes being a force for good, a place to expand learning, explore new perspectives and reimagine new possibilities, every day. We look for people who want to bring their best - bold thinkers with big hearts who challenge one other and grow together. Because becoming the undisputed leader in food means surrounding ourselves with people who are hungry for what's next.Salary: . Date posted: 04/01/2024 01:18 PM
Manager- Sales
Siemens, Gurugram, Any, India
Smart infrastructure from Siemens makes the world a more connected and caring place - where resources are valued, where impact on the world is considered, where sustainable energy is delivered reliably and efficiently. It provides the flexible infrastructure to allow society to evolve and respond to changing conditions. Technology and the ingenuity of people come together to be at one with our environments and to care for our world. We do this from the macro to the micro level, from physical products, components and systems to connected, cloud-based digital offerings and services. Siemens offers a broad portfolio of grid control and automation; low- and medium-voltage power distribution, switching and control; and building automation, fire safety and security, HVAC control and energy solutions.Join us! We Make Real What Matters. This Is Your Role. To support in implementing effective Solution partner and Distribution partner program in the region To establish, maintain and improve on meeting the needs of the VAP/RSL Channel and End customers in the region and support for all techno commercial needs Ensure to reach the assigned yearly Regional Sales targets (e.g Order intake & Sales revenue) targets with unique forecast month after month Achieve timely forwarding of Sales funnel review formats, Daily call report and OV/TO Tracking formats on 1st working day of the month for review before Monthly Sales Review Live Meetings with Segment Heads Attend the monthly sales review meeting and provide unique forecast of OV/TO & Collection projection in line with Region targets for the month Achieve Accurate projection of Hit List Projects in sales funnel which are potential orders for the month and highlight the support required to close the project Achieve timely inovicing of Sales orders booked with reference to the Lead time of the product and acheive the forecasted sales revenue taget for the month Achieve timely collection as per the collectable outstanding for the month with VAP/RSL Channels and achieve the forecasted monthly collection target Make scheduled monthly visits to Key consultants and closely work on Specifying Siemens products & system portfolio for the upcoming projects and share the lead with VAP/ RSL Channels Make scheduled monthly visits to Key Installers and End users with RSL Channel and work closely to improve the Hit Ratio and support for all the techno commercial needs Make scheduled momthly visits to VAP/RSL Channel and get feedback on on going projects and upcoming projects and share the same in the sales funnel, develop strategy to provide best possible support to the channels and create a Win-Win situation Support development of Prospective VAP/RSL channels in the Region and provide presales and Design support during initial stages to make them familiarize with BP Fire Portfolio Provide Product selection and support for usage of software tools like HIT, Easy VASP and technical application assistance to VAP/RSL Channels Provide input for regional market intelligence and acquire knowledge on Competitors product portfolio and market share and share the same with Product Manager and Segment Heads To build, motivate, develop, coach and train sales engineers with the correct skill sets, ensure proper assignment of work to sales resource and proper job review inputs Support negotiation with Partners, customers and close the sales as and when required Share the best practices adopted by the Regional VAP/RSL channels and strategy devised to bag the order with other BP Regional sales team on case to case basis Ensure that all decisions are taken are in line with applicable guidelines and neccesary Approvals Achieve atleast 90% score on Products & systems Competency check and ensure to have the sales resource are up to the required competency levels Identify internal and external training requirements for Selg and Regional sales resource and support in execution of the same. Propose and participate in personal skill development programs Support in implementation of marketing activities as and when participated Product & Systems knowledge Knowledge of BP Fire products, Cerberus DMS, Product USP's and sales Arguments with competition Product portfolio strategy Know to understand the product portfolio strategy, Product Phaseout strategy and relevant standards applicable for Fire Products Customer knowledge incl. customer's key processes To know the customer's organization and its Sales,Presales, Comissioning resource along with technical & financial decision makers Market trends & Competitor knowledge in SI-BP Fire Products & system portfolio, To know the regional economic trends, market size of relevant regions and the regional market share of competitors To know general technology trends/standards Selling techniques To know e.g. value selling methods To know presentation techniques To know how to create new requirements Knowledge of internal business processes of Siemens Knowledge of the SI-BP-India organizational structure, incl. tasks, functions and people, the main processes and their interrelation Proposal Management To know how to understand customer's needs, processes and requirements To know how to transfer specification into solution To know how to offer alternative products in case of non existence of the range of products in portfolioSalary: . Date posted: 04/02/2024 02:54 PM
Senior Bilingual Business Process Consultants to conduct a comprehensive review and optimization of various financial transactions within the Public Sector
S.i. Systems, Ottawa, ON
Our valued Public Sector client is seeking Senior Bilingual Business Process Consultants to conduct a comprehensive review and optimization of various financial transactions within the Public Sector For context, examples of processes that could be reviewed as part of the evaluation work include (but are not limited to) Travel, Hospitality, Conferences and Event Expenditures, Grants & Awards, Procure to Pay and acquisition cardsMust Have:Bilingual (English and French)College or a university degree (PhD, Graduate, Undergraduate), from a recognized Canadian university or the equivalentNice to Have:Project Management Professional certificationProsci's Change ManagementLean Six Sigma green beltDeliverables:Assess current processes, workflows, and systems.Map out the processes while identifying bottlenecks and inefficiencies.Identify opportunities for process optimization, efficiency improvements, automation, and best practices to enhance productivity.Evaluate potential risks and compliance issues associated with recommended changes and suggest risk mitigation strategies.Develop a roadmap for effective implementation of recommended changes.Update and finalize process documentation Apply
Junior Business Process Consultant to conduct a comprehensive review and optimization of various financial transactions within the Public Sector
S.i. Systems, Ottawa, ON
Our valued Public Sector client is seeking a Junior Business Process Consultant to conduct a comprehensive review and optimization of various financial transactions within the Public Sector For context, examples of processes that could be reviewed as part of the evaluation work include (but are not limited to) Travel, Hospitality, Conferences and Event Expenditures, Grants & Awards, Procure to Pay and acquisition cardsMust Have:College or a university degree (PhD, Graduate, Undergraduate), from a recognized Canadian university or the equivalent1 Year within the last 5 assisting with: processes documentation, processes assessments and establish performance metrics, workflow analysis and, recommendations for improvements Deliverables:Assess current processes, workflows, and systems.Map out the processes while identifying bottlenecks and inefficiencies.Identify opportunities for process optimization, efficiency improvements, automation, and best practices to enhance productivity.Evaluate potential risks and compliance issues associated with recommended changes and suggest risk mitigation strategies.Develop a roadmap for effective implementation of recommended changes.Update and finalize process documentation Apply
Sales Leader- Financial Services- Toronto
Michael Page, Toronto
Leading a Sales team which focuses on new business development as well as leveraging existing client base.Reporting into the CRO, you will responsible for implementing sales strategies & processes for driving commercial success.You will be providing Economic Research, and Market Analysis to clients in a subscription based(SaaS) model.Focus Area: Investment Banks, asset managers, fund managers, Portfolio ManagersMPI does not discriminate on the basis of race, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, or based on an individual's status in any group or class otherwise protected under applicable human rights legislation. MPI encourages applications from minorities, women, the disabled and all other qualified applicants7-10 years of relevant sales experience selling into Investment banks, asset managers, fund managers, Portfolio Managers.3+ years of Sales Leadership experience.Experienced negotiating long sales cycle deals.A proven track record of hitting/over-achieving sales targets.