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

Who we are As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. We look for people who are curious, approachable and passionate, and who enjoy finding solutions. If that's you, let's work, learn and grow together. We are building an inclusive and diverse team Staples Canada is creating an inclusive and diverse work environment. We welcome, value and thrive on perspectives and contributions from backgrounds that vary by race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion or physical ability. If you have a disability or special need that requires accommodation, please let us know. Some of what you will do As the Outside Sales Rep, you will lead the development of a portfolio of high potential and high value copy and print business customers. Through your passion for building strong relationships you will deliver holistic copy and print solutions to our customers, serving as their "go-to" person for their copy and print needs, thereby allowing them to turn their goals into reality. As we evolve and transform into the Working and Learning Company, you will be inspired to be your best every day and make your mark. Specifically, you will: •Seek and drive regional and national sales opportunities by engaging high potential and high value business. Retain and expand relationships to achieve portfolio retention, sales, service, and profitability objectives, and proactively develop relationships with new small business clients. •Cultivate and build strong business relationships and drive for excellence in every part of our business. •Partner with our customers to understand their needs, identify opportunities, develop potential solutions and offer the best options for their businesses. •Review and monitor sales, revenue and service performance against plan, identify gaps and share best practices. Apply business development and relationship management sales and service principles, practices and techniques (incl. pre-call planning) to support the achievement of target level sales of all products and services. Track and report on sales and service activities and outcomes. •Contribute to business plans regarding new business opportunities, increased profitability, and portfolio growth potential based on knowledge of local marketplace. •Provide efficient and effective response to call-in or customer referrals if/as/when required. Some of what you need •Prior experience in a print sales/account management or customer facing role in print industry. •Multi-year experience selling to small and medium sized business customers. •Post Secondary degree or equivalent. •Comprehensive knowledge of products and services offered in the commercial printing industry. •Ability to build and nurture relationships, influence and negotiate with stakeholders to support the needs of the business and business initiatives and priorities. •Strong business acumen; Ability to build business case, understanding of local market, pricing strategies, competition, and key suppliers. •Curious •Approachable •Passionate •Solutions finder Some of what you will get •Associate discount •Health and Dental benefits •RRSP/DPSP •Performance bonuses •Learning & Development programs •And more... Additional Information •This is a mobile position that includes calling and client meeting activities. •Phone, email and text access to all assigned clients. •Required to work a varying work schedule in order to meet the needs of the business. •Travel on-site to client locations.

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.

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.

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.

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.

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.

Application Deadline: 05/30/2024 Address: VIRTUAL59 - HomeRes - ON - BMO Job Family Group: Customer Shared Services The AIR MILES Reward Program is one of Canadas most recognized loyalty programs, with over 10 million active collector accounts, representing more than half of all Canadian households. AIR MILES collectors earn Reward Miles at more than 300 leading Canadian, global and online brands and at thousands of retail and service locations across the country. AIR MILES is a wholly owned subsidiary of the Bank of Montreal (BMO). BMO is Canadas oldest bank and the 8th largest in North America with more than 12 million customers globally. We are looking for people who share our passion for helping people, who are curious and will dare to try new things, people who want to be part of a team, who communicate authentically, and who want to give back to the community. Helping our Collectors resolve issues and maximize their earning potential in the Program while driving engagement while providing exemplary customer service. Responsibilities: Help Collectors set new PINs, teach them how to navigate the website, assist with their concerns and sometimes just listen. Provide outstanding Customer Service. Interact with Collectors over the phone, chat or email and assist them with their needs. Offer support while connecting and engaging. Service incoming inquiries related to travel products, inquiries and reservations. Handle escalations and offer feedback while providing positive insights to our program. Answer Collectors questions via chat, phone, and social media. Listen, ask questions and empathize with Collectors. Be knowledgeable about the AIR MILES Reward Miles merchandise and travel portfolios such as entertainment, sports, leisure, and retail certificates, along with flights, cars, hotels, travel insurance and other travel services. Drive value for Collectors through insights and what you know about them to engage them further in the Program Qualifications: Travel Agency experience as a Travel Agent is a Must Must have access to high speed internet with a minimum download speed 20 Mbps and a minimum upload speed 3 MbpsPing less than 100 ms (Your internet provider can confirm) Providers in your area must have a hardwired DSL, Fiber, or Cable Internet via an Ethernet connection (Dial up, Wireless, or Satellite internet service cannot be used) Fluent in written and spoken English. Previous work experience and/or education in the travel industry (preferred), along with experience interacting with customers in a various channels in a call center or customer service environment. Previous sales experience is an asset. Genuinely care about solving problems and providing exceptional Customer Service. Ability to listen, understand, engage and respond appropriately and professionally. Dependable, reliable, act with integrity and exercise discretion and good judgment Self-starter who takes initiative to learn new skills, solve problems, be resourceful and be adaptable to change. Willingness to be active participant in our coaching culture and demonstrating the ability to receive, provide and implement coaching feedback and have a can do attitude. Computer and web-savvy with the ability to navigate multiple software applications. Experience working in a Travel GDS system is an asset (Sabre preferred). Tico certification is an asset. Ability to work independently in a virtual environment where you work remotely with coworkers and leaders from the comfort of your home. Note: You must have flexibility to work throughout the hours of operation. Your shifts are subject to change and selected based on tenure and channel. The current Customer Care Operating hours are as follows (subject to change): Voice / Chat - English: Monday - Friday 8 am to 10 pm and Saturday 9 am to 6 pm. Voice / Chat - French: Monday - Friday 8 am to 7 pm and Saturday 9 am to 6 pm. Social Media Monday - Saturday 8 am to 10 pm. Eastern Standard Time Note: Upon completion of Ambassador, Customer Care training, which includes Customer Service training, Travel Sales training, and an opportunity to apply your new knowledge and skills, you will progress into the role of Senior Coordinator, Reservation Change. Compensation & Benefits: $ 37,050.00 - $ $49,725.00 The base salary represents BMO Financial Groups hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. Base salary is one component of BMO Financial Groups total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Total Rewards. Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/24/2024Address:60 Yonge StreetThe New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New BusinessIssue and settle policy contracts in an efficient manner to meet service and quality level standardsAddress customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to managementUnderstand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contractsExhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgencyInvestigate and resolve inquiries from the field and other team members related to specific casesCollaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriterEffectively communicate with Case Coordinators to obtain any outstanding requirementsProvide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities:Answering advisor inquiries to provide accurate information about BMO Life Assurance applicationsRun policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of informationPerforming simple and complex New Business administrative tasks, as required for the processing of insurance applicationsManaging time sensitive financial transactions which requires understanding of market timing and the impact of backdatingUnderstanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAccuracy and timeliness of the work completed by this role is critical to BMO Life Insurance's reputational risk Required Skills Strong customer service orientationAbility to effectively multi-taskAbility to handle high pressure situations with very tight turnaround requirementsExcellent organization skillsProductivity focused: Able to consistently process a high volume of tasks dailyAbility to make sound transactional decisions in accordance with policies and directivesProficient with Microsoft Office (Word, Excel) Required Knowledge High school diplomaUniversity/College graduates preferredExcellent English - Written and Oral Communication skills requiredFluently Bilingual in French would be an asset but not requiredCompletion of introductory LOMA courses (LOMA 1 and 2) preferredWorking knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels1-2 years' experience in Life Insurance; New Business or Customer Service area preferredPrevious experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet)Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Are you someone who loves a client facing opportunity, working as an advocate for clients by collaborating with multiple stakeholders globally? Do you enjoy consulting with and supporting several books of business, valued at multi-million dollars in revenue? If so, we encourage you to explore the open opportunity below! Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Lead the claims process for corporate clients from start to finish, including notifying carriers of new claims, following up for acknowledgement letters and coverage positions, following up on settlements, remitting settlements to clients and handling all necessary correspondence; Serve as a client advocate to protect their interests in the claims process; Advise Aon’s clients through the claim’s process; Interpret the insurance policy and coverage on behalf of Aon clients; Assist clients and brokers on coverage issues; Act as a technical expert in the following fields: Commercial General Liability, Property, and some Financial Lines including cyber. Negotiate with insurers to obtain successful resolution of claims; Set-up claims protocols on accounts; Request and provide status updates; Seek consent for retention of defence counsel; Establish lines of communication between clients and insurance carriers; Maintain adequate documentation on all claims; Maintain up-to-date records, including file maintenance and computer data maintenance; Maintain strong relationships with insurers, adjusters and other experts in the industry; Assist Account Managers in marketing functions; Any and all other responsibilities as deemed necessary by claims manager to achieve the purpose of the job; How this opportunity is different In this role, you will work closely with the sales team to provide world class customer experience and be a part of the best-in-class client services team in the reinsurance industry. We are looking for a candidate who is excited to lead a team of technicians that support our clients wherein you are the dedicated advocate for your clients and build and implement your individual career development plan with dedicated mentors that will assist you along the way. Skills and experience that will lead to success Bachelor’s degree (BA/BS) from four-year college or equivalent experience Working knowledge of MS Office suite of products Excellent interpersonal and communication skills (both oral and written) Ability to think strategically and analytically Strong attention to detail Professional demeanour Ability to work independently and efficiently Insurance and/or Reinsurance claims experience preferred AMF Commercial Lines license or desire to obtain one; How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #LI-DR1 #LI-HYBRID 2540813

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 .

ADP is hiring a Pre-Sales Solutions Consultant. Are you looking to join a dynamic, inclusive team environment with a culture of collaboration and belonging? Are you ready to grow your career with a formal career path at an established, respected global leader? Is your desire to learn and grow insatiable? Are you motivated by always progressing and achieving more? Most importantly, do you love people and thrive in a fast-paced, collaborative environment? Oh yes, we used the word ''L,'' and it's serious.) Yes? We had a feeling this could be a perfect match. Don't just take our word for it… read on and see for yourself! A little about ADP: We are a global leader in human resources technology, offering the latest AI and machine learning-enhanced payroll, tax, human resources, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. We've received recognition as a global Best Places to Work and a recipient of many prestigious awards for diversity, equity, and inclusion, including a DiversityInc Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. As part of our deep DEI commitment, our CEO has joined the OneTen coalition to create one million jobs for Black Americans over the next ten years. Learn more about DEI at ADP on our YouTube channel: http://adp.careers/DEI_Videos. As a Pre-Sales Solutions Consultant, you’ll be a trusted advisor to our clients and prospects. Using your expertise and consulting skills, you will help solve their most critical HCM Compliance, HRIS Technology, and other, business issues allowing them to focus on their core business. You will increase sales performance by working directly with sales professionals to identify, develop, and present business solutions with the latest messaging techniques to buyers over the phone/in person. WHAT YOU'LL DO, what you can expect on a typical day: Grow Our Business While Growing Yours: With your knowledge of human resources, payroll, and workforce management practices, you will consult clients about people, processes, workflow, and operating procedures. Turn Prospects into Loyal and Referring Clients: You understand client business requirements and then can configure the solution to demonstrate ADP's ability to solve client issues and ensure client expectations align with ADP's delivered solutions. Collaborate Daily: You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners and overall network while demonstrating grace under pressure and the highest ethical standards. TO SUCCEED IN THIS ROLE: Positive Self Starter: You can manage your time well, prioritize deliverables, and manage multiple engagements with the best of them. New product innovations invigorate and intrigue you. Figuring out the best way for organizations to use the solutions available gets your blood pumping! Strategic Partner: Increase sales performance by partnering with sales professionals or teams) to present Human Capital Management strategies and business solutions to clients. Provide critical insights to the Product Development teams on what organizations are looking for now and what emerging trends you see through your interactions. Problem Solver: You have a curious mindset and are tenacious when presented with a challenge shared by a customer. Your goal is to find a solution that is an excellent balance for the customer and ADP. Knowledge Seeker: You take the formal instruction provided and take it to the next level. You have a curious mindset and are happiest when you can participate in 'creative play.' Trying out different scenarios to test real-life scenarios to determine the best fit for the technology. YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: Be your true self in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and Insights Grow your career in an agile and fast-paced environment. Continuously learn through ongoing training, development, and mentorship opportunities Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones Balance work and life. Recourses and flexibility to more easily integrate your work and your life Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another. Join a company committed to giving back and generating a lasting, positive impact on the communities in which we work and live. If you've made it down this far, we must ask: What are you waiting for? Apply now! Visit: jobs.adp.com #LI-DF1 #LI-Hybrid TO SUCCEED IN THIS ROLE: Required qualifications. NPI Payroll Certification or HR Certification Three to Eight years of Payroll or HR or Workforce Management experience Prior work experience in the Payroll/HR Industry Related technical certifications. Deep knowledge in a specialty, like recruitment, global payroll, etc Bilingual French) Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. For British Columbia, salary range for this role is: $56268 - $95795 / Year Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $56,268.00 - $95,795.00 / Year Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.

Company Overview: As a remote-first company with a strong commitment to work-life balance, ADNM is dedicated to nurturing strong talent with a focus on living and breathing innovation in everyday life. ADNM is a dynamic and innovative Microsoft partner with a cutting-edge tech stack focused on delivering feature-complete, modular, and intuitive solutions to our clients.Mission:We're looking for a senior business solution consultant to join our Microsoft Business Central solution delivery team. The successful candidate will be responsible for managing implementation projects, working with clients to understand their business needs, and contributing to the evolution of our product offerings. More specifically, as a senior consultant you will be part of our enterprise assessment management solutions delivery team.This role offers the opportunity to work on diverse projects and industries and make a significant impact on our products and our company.KEY RESPONSIBILITIES:Understand and analyze our clients' existing business processes.Configure Microsoft Business Central to support our client’s desired business process.Manage complex ERP and CMMS implementation projects.Write detailed functional specifications and have them validated and approved by stakeholders.Participate in data migration process.Prepare, coordinate, and deliver training to super-users and end-users.Provide post-implementation support.Provide pre-sales support to the sales team, including software demonstrations, project estimation, system design and documentation.Collaborate with our product development team to improve our solutions.Provide support for any other tasks required by the role. JOB-RELATED SKILLS:ERP implementation skillsExperience in project analysis, project definition, project implementation, training and customer support.Knowledge of operations management:Functional knowledge of operations management and logistics fields (planning, procurement and purchasing, manufacturing, warehousing, shipping, distribution, sales order processing, etc.).Mastery of Microsoft Dynamics NAV/D365BC ERP:Master the objectives, benefits, and main functionalities of the Microsoft Dynamics NAV/D365BC ERP package.Have led successful, end-to-end implementations of Microsoft Dynamics NAV or Microsoft Business Central.Skilled in creating comprehensive and user-friendly product documentation, ensuring clarity and accessibility of information.Demonstrate exceptional resourcefulness in acquiring necessary information and exhibits strong adaptability in rapidly changing and dynamic environments. Ability to work on and deliver multiple projects in parallel.Ability to communicate with stakeholders at all levels of the organization.Ability to deliver highly reliable results with good priority and time management.Possesses the ability to maintain a flexible schedule, adapting to varying work demands as needed.Demonstrates a keen sense for business development, including identifying and pursuing cross-selling opportunities.Maintains a professional presence both online and offline, representing the company positively in all interactions.QUALIFICATIONS and requirements level:Required:Five years' experience as a business solutions consultant for Microsoft Business Central, F&O or equivalent systems.Proficient in Office 365 suite, most specially with Excel.Proficiency in both spoken and written English.Assets:Microsoft MB800 certificationUndergraduate degree in Information Systems, Finance, Accounting, Engineering or other relevant studiesFluency in French

Application Deadline: 04/18/2024Address:60 Yonge StreetThe Underwriter is accountable for assessing the early death and early incidence of a critical illness for the purpose of determining accurate underwriting mortality and morbidity. This role is accountable to assess complex medical and avocational histories including current financial concepts in the Individual Life insurance space. This role is accountable to assess individual risk in accordance to established underwriting principles within their signing authority. This role is required to have advanced critical thinking, communication, negotiation and interpersonal skills. This role is also required to have advanced knowledge of current industry trends and a strong command of data and analytics skills. Accountabilities Medical/Non-Medical/Financial UnderwritingFollow the underwriting principles, directives, guidelines & manuals to assess the underwriting risk for New Business applications, Policy Changes for various product lines and distribution channels (Advisor, Direct, Creditor), including but not limited to the following key activities:Calculate appropriate age/amount requirements, auto/jumbo limits and initial and ultimate face amounts of coverage in accordance with external reinsurance treatiesReview and assess AML and governance risk in advance of placing the contract inforceAdjudicate client risk factors in the application and corresponding data elements in order to decide on the right mortality or morbidity riskReview and assess information from Attending Physician Statements and other medical specialists in order to assess life expectancyReview and determine Fair Market Value of Corporately owned policies to ensure amounts of coverage are justifiedWork with client advisory partners (Tax planners, Accountants, Lawyers) to ensure that data is accurately reflected in the risk assessment that is made, insurable interest and review of sales concept involvedLiaise with specialists, such as actuaries, medical providers or doctors, to understand the medical risk and other non-medical risk factors for the identified case Calculate underwriting decision and corresponding mortality rating based on medical experience and training, discussions with internal Medical Doctors, Reinsurance and ActuarialDecide whether the risk should be shared with a re-insurer and negotiate reinsurance agreements on all individual casesDecision the insurance policy and specify any additional conditions to be imposed based on the overall underwriting risk assessmentUpdate system and document notes and prepare for audit reviewCheck in force policies to ensure appropriate initial and ultimate amounts calculatedEnsure that the treaty terms for each Reinsurer on each product line is well understood and followed. Treaties are available to Underwriters and are housed in the Actuarial DepartmentEnsure MIB properly reviewed and coded on each caseEnsure communication is free of any personal comments. Documentation must be clear and concise and outlines methodology of risk assessment for auditing purposesPerform presentations and onsite visits with Nesbitt EIA's, Advisory brokers and Managing General Agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsAML (Anti-Money Laundering) Risk FrameworkRisk score all Universal Life clients and reviewing case parameters according to internal AML guidelinesWork with Corporate AML office on any findings required to change internal policy and procedures for underwritingPerform review of client applications and disclosuresAssess corporate entities based on shareholder ownership and company financialsSupport internal Business Unit Governance team on investigations and suspicious underwriting filesReinsurance NegotiationsReview and assess reinsurance decisions for market competitivenessNegotiate complex medical/non-medical/financial cases with reinsurer to obtain best offerReserve and manage appropriate capacity for large casesCalculate and reserve appropriate initial and ultimate amounts through reinsurance treaty parameters to anticipate future growth liabilitiesProvide insight and feedback to Director Underwriting on trending reinsurance decision and emerging trends for future RFP treaty negotiationsRisk ManagementFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesMust be clear and concise and outlines methodology of risk assessment for auditing purposesVisit brokers and managing general agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAuthorities To deliver on these accountabilities, these roles must have the following authorities:Information Access - Authority to use and access confidential information related to customer information, product and financial information. Authority includes accessing the internet for the purpose of gathering relevant data and current updates.Cross Functional Relationships To MGAs and brokersPerform analysis and provide feedback on quality of business to Director or Underwriting and VP Business DevelopmentProvide detail outcome of underwriting decision taken based on sound medical and financial underwriting analysisPerform presentations to MGA's and independent advisors on industry trends and complex medical underwriting filesMedical DoctorsReview and analyze reinsurance manuals to ensure accurate decision and adherence to reinsurance guidelines based on current reinsurance treaties in effectIdentify any blood/urine specimen trends and abnormalities based on parameters set by VP and Chief Corporate UnderwriterDecision complex medical situations to obtain complete picture for an accurate assessment of underwriting riskTo New BusinessIdentify missing information or additional information required to underwrite applications and advise New Business to gather the required informationAction application as per standards when New Business has updated the system with new informationEnsure system is clearly updated with decision including reinsurance and any applicable amendments, endorsements and/or special instructionsTo ReinsurersSubmit accurate information based on in force, initial and ultimate amounts on all facultative casesEnsure that treaty terms all well understoodEnsure that all accepted offers are communicated in timely manner and files updatedNegotiate the most competitive decisions based on qualitative material information gathered and sound judgmentTo ActuarialLiaise on reinsurance treaty termsLiaise on all special quote requestsLiaise on illustrations as requiredLiaise on Policy Changes as required and any special requests from Sales/Marketing Qualifications :KnowledgeUndergraduate degree5-10 years experience in an underwriting environmentALU II - working towards F.A.L.U.SkillsBusiness Numeracy (In-depth)Analytical skills (In-depth)Negotiation skills (In-depth)Bilingualism French and English is requiredCommunicationGrade: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.

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.

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.

The Opportunity Accountable/responsible for growing industry revenues within Top industry account portfolios and drive the acquisition of new large accounts ($60K - $500K). Lead the sales strategy and plan, including customer target accounts, prospecting, sales lead follow-up and maintaining a strong relationship with existing customers. Retain, grow business relationships with Top accounts by proactively identifying opportunities and presenting innovative solutions, and overcoming obstacles with drive, passion and resilience. The Role Source and prospect new clients continually; conduct sales calls, including cold calls and lead and referral follow up to present product solutions and increase sales in assigned territory. identify and build relationships with decision makers within existing accounts, creating an on-going relationship strategy, cultivating partnering relationships, and establishing Wajax as a trusted advisor. Strong aptitude for driving Key Account growth through engineered services. Review and provide input on target client opportunities while ensuring alignment with overall account strategy Forecast, deliver and adjust accounts to ensure success against contract terms. Coordinate with product experts to identify and capitalize on expansion and cross-selling opportunities within existing accounts. Conduct follow up with customers on orders, quotes and service requested; undertake activities to ensure the sale, such as sourcing of competitor information and analysis of competitor product offerings, application and pricing in order to overcome client objections. Develop proposals and quotes based upon client needs, specifications and product offerings. Full compliance to Impact sales process and installed CRM tools (Salesforce) The Candidate Education: Bachelor Degree / College Diploma, Technical Engineering preferred Work Experience: Minimum 4 years with proven track record in attaining/exceeding account management and sales goals through the promotion of process equipment including mechanical equipment, instrumentation products, and process pumps. Knowledge: Leadership level industry experience and knowledge of broad industry sectors solutions such as mining, pulp and paper, and municipal markets. Proficiency: Microsoft Office, including Outlook, Excel, Word and PowerPoint The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements. Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.

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.

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact, and drive real change with our Winning Team today. Job summary:The Group Benefits Marketing team delivers innovative digital marketing focusing on health and wellness benefits and experiences that help our customers live better, healthier lives, and build strong organizations. Reporting to the Director, Health Marketing & Strategic Partnerships the Marketing Consultant, Digital Health Marketing & Sales Enablement will develop marketing collateral and campaigns for our stakeholders, support marketing operational efficiencies, and execute on digital marketing strategies that effectively engage our members and sponsors. Key responsibilities: assist in the implementation of marketing strategies and programs in collaboration with our internal business partnerswrite, edit, and generate high-quality digital content for internal and external clientsdesign, develop, and deliver digital marketing campaignsdeliver against new and existing marketing campaigns, while ensuring alignment with specific business critical metricscollaborate with stakeholders to measure campaigns and report on program effectiveness ensure marketing materials support and align with business and the overall health marketing brand day-to-day management of the Seismic enablement tool, including overall governance, driving internal adoption, onboarding new users, crafting and updating customizable templates, conducting training sessions (when required), and monitoring and delivering reportingKey attributes for success:execution-focused within a fast-paced environment strong project management skills with the ability to lead and implement initiatives possess an analytical mind that can measure and optimize the performance of marketing campaigns using data and insightsfamiliar with the latest digital marketing trends and technologies, such as AI toolspositive relationship management skills at all levels of the organization self-starter, motivated, and critical thinker Qualifications:university or college study in marketing, communications, media, or related field of study5 years of experience in marketing, with at least 2 years of experience in digital marketingexcellent writing skills with a strong ability to build, draft, and edit written marketing collateral that is impactful and compellingproficient in Microsoft Office suite of programs (PowerPoint, Word, Excel, and Teams)experience with marketing automation and sales enablement tools (e.g., Salesforce Marketing Cloud, Seismic) and analytics software (e.g., Google Analytics)excellent analytical skills with the ability to measure and optimize the performance of marketing campaigns using data and insightsprocess-oriented and meticulous person who takes pride in delivering high-quality worksolutions-focused person who can identify and implement improvements to existing processesFrench is an assetExpert practitioner of agile marketingWhat can we offer you?competitive compensationRetirement Savings Accounts, including a RPP (Pension Plan), RRSP (Retirement Savings Plan), and TFSA (Tax Free Savings account)Manulife Share Ownership Program with employer matchingcustomizable benefits package including health, dental, vision, and 100% of mental health expensesfinancial support for ongoing training, learning, and educationflexible work policies and strong work-life balance#LI-hybAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$70,350.00 CAD - $117,250.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer SuccessJob Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place. Salesforce Industries' goal is to deliver rapid, value-driven customer solutions for complex business problems. Our Manager and technical Consulting role plays a meaningful part in managing, training, and building the careers of our technical consulting team. We are key players in this objective, as they can use Industry Cloud functionality to deliver customer requirements quickly with minimal customisation. ResponsibilitiesYou'll be responsible for handling, training, and mentoring our Technical Consultants so they can implement successfully in turning the program design of our Solution Architects and Technical Architects into a configured solution that meets the customers' needs.Our customers expect easy-to-use applications that drive down agent handling times, enhance the user experience, and integrate seamlessly with their other systems and tools. And that's where you come in! You'll help us bring the wow factor to our customer deployments - improving the Industry Cloud product to deliver user-friendly, innovative web, and mobile apps that are tailored and branded for the specific customer.Salesforce Industries is growing significantly and looking to expand its Customer Success team by hiring passionate and hard-working Managers for our Developers and Full Stack Engineers.Working predominantly with Agile scrum teams, your team will be building out complex business processes using Industry Cloud technology and the toolkit of the Force.com platform. Your primary responsibility will be to lead, train, mentor, and improve the delivery capabilities of our Technical Consulting team.Working closely with the delivery manager teams, technical consultants, and Salesforce University teams to ensure efficient onboarding training for our technical consultants and ensure the ongoing training and success of our team.You'll report directly to the Sr. Manager/Director of the India Development Center and have up to 10-15 direct reports under your scope of responsibility. You will be required to deliver technical work on projects at 50% utilization and balance that with leading your team of Technical Consultants.Working closely with Delivery Managers, Functional Solution Architects, and directly with clients and IT development staff to architect technology solutions to meet client needs and ensure the software product is proven accurately and the go-forward solution is easy to maintain and meets standard processes. This includes a lead role in project discovery and definition workshops, contributing to creating scope and development estimates and documenting requirements and designs.Effective in understanding business needs and distilling the information into business and technical requirementsCollaborate with internal partners (sales/pre-sales, engineering, other services teams, etc.) to help customers improve the value of their Salesforce Industry products and services.Designing ground-breaking technology solutions and working directly with customers to meet their business requirements in accordance with industry-standard processesResponsible for the application design, development, and support of Salesforce-related projects. The candidate must demonstrate dynamic leadership in the full life cycle of the software development environment.Through the use of UML diagrams, design documentation, and best-practice methodologies; the candidate will be responsible for the detailed design of Salesforce-related projects from inception through production support.Responsible for ensuring that the system accurately meets the defined expectations of the business unit, ensuring that proper testing is implemented, and performance requirements are closely supervised by working with the development teams.Responsible for creating, delivering, in a timely and accurate fashion, CRMs and workflow solutions using Salesforce/Apex, Visualforce, Lightning, LWC, and J2EE technologies.Advocate and implement standard process development methodology to drive quality delivery of enterprise solutions.Experience :Extensive experience and understanding of the Insurance (General or Health) Sector and the need for digital disruption.A foundational understanding of the individual, small group, large group, medicare plans supporting medical, dental, vision offeringsA solid understanding of Payer & Provider Sector Network Management of Healthcare & Salesforce Health Cloud Data ModelExperience delivering Member Care & Patient Management solutions to Healthcare customersIn-depth understanding of key health and insurance principles, including insurance product configuration, rating models, Policy fulfillment, Policy administration, underwriting, claims processing, provider network management, etc.8+ years of experience working on deployment teams, ideally using Agile development techniques.Proven track record of successful delivery of customer projects, preferably enterprise CRM implementations for Health/Insurance clients.Experience leading teams in the analysis of sophisticated problems, and the design and implementation of related solutions.Experience in Salesforce (SFDC) CRM with end-to-end implementation experience. Salesforce.com integration experience, including between different business systems as well as working with integration tools.Solid experience with configuration, customization, and programming with APEX APIs, APEX Triggers, Apex classes, APEX Web services, API, AppExchange deployment, Salesforce.com s-controls. and implementing new instances of Salesforce.com from scratch.Additional Salesforce.com experience includes Workflow Alerts and Actions, Approval Workflow, Process Builders, and Lightning Flow.Strong practical deployment knowledge of Lightning, VisualForce, Flex, and LWC.Ability to define the system landscape, identify gaps between current and desired end-states, and deliver a CRM solution.Understanding of DevOps and Release Management for large-scale transformation projects.A self-starter, adept at picking up new skills and technologies, and eager to break new groundGood communication skills to connect with customers, partners, and internal team membersQualificationsExperience leading professional consulting teams delivering large enterprise-scale Salesforce implementations.Experience in agile and hybrid SDLC models including full lifecycle deployments.10+ Years of experience leading Salesforce technical consulting projects and handling individual contributors.5+ years experience in Project Management Roles. Experienced in leading external client projects in positions of growing responsibility in the delivery of business consulting and systems development.3+ Years of experience implementing enterprise software packages2+ Years Implementing Salesforce CRM Projects including Sales Cloud and Service CloudConsistent track record of training and coaching junior consultants to thrive in a professional consulting environment as well as assisting direct reports in the definition and attainment of individual goals.A good understanding of user interface design principles, with a consistent track record of creative Salesforce developmentYou'll have experience working with a variety of technology and the ability to multi-task between different projects and workflow stagesYou'll have experience working on deployment teams, ideally using Agile development techniquesYou'll be passionate about developing apps that are both eye-catching and intuitiveYou'll be a self-starter, adept at picking up new skills and technologies, and eager to break new groundGood communication skills, equally comfortable with crafting emails as delivering a technical presentation or demoYou'll be a self-starter, adept at picking up new skills and technologies, and eager to break new groundYou are a technical guide with Full-Stack Engineering and Salesforce Development including HTML, CSS, JavaScript, Apex, LWC, etc. as you will serve as an escalation point for your team of Technical Consultants; Build credibility and trust within the Salesforce Industries professional services group.Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)- Salesforce.com Certification RequiredTECHNICAL SKILLSIn-depth knowledge of Health and General Insurance processes in industry-specific solutions (e.g. product configuration, rating models, quote, policy management, underwrite, claims, provider network management, etc.)Understanding of individual, small group, large group, medicare plans supporting medical, dental, vision offeringsData modeling, Process modeling tools, and standard methodologiesSalesforce Sales/Service Cloud, Health Cloud/Insurance Cloud ConsultantHTML5, CSS3, JavaScript and moreAngularJSJava, SOAP APIs, REST (JSON, XML)Data modelingProcess modeling tools Salesforce.com Certifications (Admin, Developer )PREFERRED QUALIFICATIONSDegree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)Salesforce (Apex, VisualForce, Lightning)Agile SCRUM Master CertificationEPC/CPQ/OMSalesforce Certification - Platform Developer I or more preferredIndustry domain experience in Insurance, Health Insurance, Telecommunication, Energy, and/or the Government sector is idealExperience with the Vlocity suite of products is a plusAccommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form .Posting Statement At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com . Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce . Salesforce welcomes all.Salary: . Date posted: 04/04/2024 03:15 PM

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.