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

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Advertising Sales Consultant

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Area Sales Consultant

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Automotive Sales Consultant

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B2B Sales Consultant

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Bathroom Sales Consultant

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Business Sales Consultant

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Direct Sales Consultant

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Enterprise Sales Consultant

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Field Sales Consultant

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Financial Sales Consultant

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Golf Sales Consultant

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HVAC Residential Sales Consultant

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Inbound Sales Consultant

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Industrial Sales Consultant

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Inside Sales Consultant

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Insurance Sales Consultant

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International Sales Consultant

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Investment Sales Consultant

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Life Insurance Products Sales Consultant

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Life Insurance Sales Consultant

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Luxury Sales Consultant

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Media Field Sales Consultant

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Media Sales Consultant

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Mortgage Sales Consultant

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New Homes Sales Consultant

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Outbound Sales Consultant

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Outside Sales Consultant

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Real Estate Sales Consultant

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Recruitment Sales Consultant

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Regional Sales Consultant

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Showroom Sales Consultant

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Ski Sales Consultant

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Technical Sales Consultant

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Telephone Sales Consultant

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Travel Sales Consultant

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Van Sales Consultant

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Wireless Sales Consultant

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Sales Consultant - Tillicum
New Look Eyewear, Victoria, BC
Are you Looking for a Career that is Innovating, passionate, committed, respectful, and strives for excellence that is what we do day to day? We are looking for you!All of our employees hold these values, from head office to every one of our stores.What is the reason for our success? Our commitment to contribute to the well-being of our customers and employees alike so we can all make the most out of life! After all, they all are our inspiration.Main ResponsibilitiesExceed our customer’s expectation by creating a positive experience during their visit at our store;Ensure our customers are greeted and welcomed into our store in a timely, professional, and engaging manner;Initiate consultations by asking open-ended questions to learn about our customers’ preferences and needs;Assist our customers through the process of finding the perfect pair of glasses through honest and confident feedback based on style, function, and fit;Perform basic technical measurement and adjustments of eyewear (training provided);Assist our customers in placing orders and process customer payment transactions;Achieve and exceed monthly sales targets;Assist in opening and closing store procedures;Perform other tasks as needed, including maintaining store cleanliness, entering stock, inventory counts, and other duties assigned.Requirements and work conditionsYou have previous retail sales or customer service experienceYou have a great attitude towards customer serviceYou have excellent computer skills and working knowledge of Microsoft Office (Outlook, Word, Excel, and PowerPoint)You demonstrate initiative in learning and understanding new products, services and promotional offeringsYou are committed to driving sales and working as a team to achieve store targetsYou have excellent communication skillsYou are open minded and adaptable to new environmentsYou have a flexible schedule with the ability to work evening, weekends and some holidaysAre you looking for a career with vision?Joining New Look Eyewear gives you the opportunity to be part of an exceptional team and advance your career.
Sales Consultant - Nanaimo
New Look Eyewear, Nanaimo, BC
Are you Looking for a Career that is Innovating, passionate, committed, respectful, and strives for excellence that is what we do day to day? We are looking for you!All of our employees hold these values, from head office to every one of our stores.What is the reason for our success? Our commitment to contribute to the well-being of our customers and employees alike so we can all make the most out of life! After all, they all are our inspiration.Main ResponsibilitiesExceed our customer’s expectation by creating a positive experience during their visit at our store;Ensure our customers are greeted and welcomed into our store in a timely, professional, and engaging manner;Initiate consultations by asking open-ended questions to learn about our customers’ preferences and needs;Assist our customers through the process of finding the perfect pair of glasses through honest and confident feedback based on style, function, and fit;Perform basic technical measurement and adjustments of eyewear (training provided);Assist our customers in placing orders and process customer payment transactions;Achieve and exceed monthly sales targets;Assist in opening and closing store procedures;Perform other tasks as needed, including maintaining store cleanliness, entering stock, inventory counts, and other duties assigned.Requirements and work conditionsYou have previous retail sales or customer service experienceYou have a great attitude towards customer serviceYou have excellent computer skills and working knowledge of Microsoft Office (Outlook, Word, Excel, and PowerPoint)You demonstrate initiative in learning and understanding new products, services and promotional offeringsYou are committed to driving sales and working as a team to achieve store targetsYou have excellent communication skillsYou are open minded and adaptable to new environmentsYou have a flexible schedule with the ability to work evening, weekends and some holidaysAre you looking for a career with vision?Joining New Look Eyewear gives you the opportunity to be part of an exceptional team and advance your career.
Plastic Extrusion Technical Sales
MountainCrest Personnel Inc., Coquitlam, BC
Plastic Extrusion Technical Sales: Harvey 2584 We are a family-owned company that specializes in custom plastic extrusions.We deal primarily with other manufacturing businesses, to build and supply extruded plastic products to our clients.We are currently seeking a Technical Sales Rep who has previous working experience in this industry who will be able to drive our business forward in the development of new business opportunities, while maintaining existing customer relationships and account servicing. Key Accountabilities and Functions:Develop and maintain existing assigned accounts and respond professionally to customers inquires.Identify and capitalize on new business opportunities within existing account base.Identify, qualify, and develop new leads.Develop new accounts using inside and outside sales strategies.Develop quotes, bids and proposals in a timely and efficient manner using existing cost estimating software, policies, and procedures.Reports to sales Manager Skills and Qualifications:3-5 years minimum experience in B2B (Business to Business) sales with proven results.Technically inclined/able to understand technical applications and be conversant relative to clients' needs and requirements.Assist clients with technical, details and specifications to determine the optimal solution.Excellent interpersonal skills, outgoing personality, and willingness to engage with customers in person.Build, grow and maintain positive trust relationships with customers.Ability to effectively influence and negotiate.Strong organizational, time-management and multi-tasking skills.Strong interpersonal skills including the ability to communicate professionally both written and oral in a highly ethical manor.Self-motivated with a willingness to take on responsibilities and challenges.Research and develop an understanding of trends and new business opportunities.Able to interpret drawings.Communicate, and collaborate with other company departments to identify best value solutions to customer requests.Intermediate knowledge and use of Microsoft Office.Vehicle and willingness to travel, Western Canada, and Pacific Northwest US. Additional asset Qualifications:Experience within any of the following industries an asset: plastic industry, window & door, railings, building materials, construction, or related trade. This is a fulltime position.Salary of $75,000 plus per year depending on experience, plus bonus if targets are met.Compensation and Benefits are:Medical and Dental benefits, pension packageCar and gas allowance 
Senior Risk Management Consultant
Aon, Toronto, ON
Are you looking for an opportunity to apply your engineering background in a new and impactful way? Interested in the General Practice sector and the associated risks? We should talk! Although Aon has several locations across the country, it is expected that the successful candidate will also work from home. 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 Develop and implement strategies to identify and pursue new business opportunities within the ERM market segment. Build and maintain strong relationships with existing clients while actively seeking opportunities to upsell additional services and solutions Conduct market research and analysis to identify emerging trends, competitive threats, and potential areas for growth within the ERM landscape Collaborate with internal teams to develop compelling proposals, presentations, and pitches that effectively communicate our value proposition and differentiate us from competitors Represent AON at industry conferences, networking events, and trade shows to showcase our ERM expertise and expand our professional network. Build relationships with key stakeholders and influencers to improve our visibility and reputation within the market. Maintain a robust sales pipeline, track sales activity, and report on progress towards revenue targets. Utilize CRM tools and systems to manage leads, opportunities, and client interactions. Work closely with cross-functional teams, including sales, marketing, product development, and operations, to align business development efforts with overall company objectives and priorities. Participate in corporate business and strategy formulation, assess the underlying risks of the corporate strategy and conduct risk-based effective challenge of strategic objectives. Develop and maintain the Risk Appetite framework including the development of Risk Appetite metrics, measurement, monitoring, and reporting. Advance the thinking on the quantification of operational and strategic risks, and other non-financial risks as required. Develop and monitor enterprise risk framework, policies, standards, and guidelines, reporting on and monitoring Aon Client’s strategic and operational risks. Work with Model Governance to ensure that a strong governance framework is in place to manage the end-to-end lifecycle for all risk models. Ensure the integrity of quantifying risk exposure relative to limits and updating the limits framework for clients within portfolio. How this opportunity is different Risk Consulting involves the methodical identification, evaluation, and mitigation of various risk factors to reduce an organization's potential to loss and improve the overall cost of risk. Risk Consultant interact with clients, contractors, regulatory authorities, insurance engineers, brokers, and account executives on risk matters. Skills and experience that will lead to success Bachelor’s degree in business administration, Marketing, Finance, or a related field (CFA preferred). Proven track record of success in business development, sales, or account management, with a focus on enterprise risk management or related services. Strong understanding of enterprise risk management principles, methodologies, and best practices. Excellent communication, presentation, and negotiation skills, with the ability to articulate complex concepts in a clear and concise manner. Strategic problem solver with the ability to identify opportunities, anticipate market trends, and develop actionable plans to drive business growth. Proficiency in CRM software, Microsoft Office Suite, and other relevant business tools. 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 recognise 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, color, 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 2538360
Solutions Consultant Pre-Sales)
ADP, Inc., Mississauga, ON
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.
Wealth Planning Consultant
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:3985 Highway 7 EastProvides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).Accounting experience + CPA is an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Wealth Planning Consultant
BMO, Ottawa, ON
Application Deadline: 04/07/2024Address: 979 Bank Street 6th FlrJob Family Group:Wealth Sales & ServiceProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).MBA considered an asset.LL.B/LL.L/LL.M is considered an asset.Life Insurance designation is considered an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$63,500.00 - $117,600.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Wealth Planning Consultant
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 3985 Highway 7 East Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset. Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required. Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results. Develops internal/external networks and referral sources to grow business within the assigned region. Ensures that the region's client experience standards for financial planning and client relationship development are met. Acts as a trusted advisor to assigned business/group. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Works closely with Investment Advisors in the development and delivery of HNW management solutions. Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches. Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required. Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required. Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions. Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications. Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals. Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients. Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives. Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings. Protects the Banks assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study. Experience in selling to Investment Advisors or HNW clients. Experience in financial planning is an asset. CFP designation (IQPF in Quebec). Accounting experience + CPA is an asset. Working knowledge of financial planning software (NaviPlan an asset). Trust & Estate Practitioner. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $63,500.00 - $117,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Pre-sales Logistics Consultant
KPMG, Quebec City, QC
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Are you a talented individual with a proven track record on executing project deliverables. Our Egyde team in is looking for a professional like you, to fill the position of Pre-Sales logistics Consultant, with the skills and drive to make a real difference. What you will doSales document management: Prepare and review sales documents, such as proposals, contracts, and presentations, ensuring compliance and quality.Coordination with internal teams and clients: Work closely with clients, consulting, marketing and finance teams to gather the information needed to create compelling value propositions.Sales opportunity follow-up: Assist in the management and tracking of sales opportunities in CRM (Customer Relationship Management), ensuring that all information is up to date and correctly classified.Analysis and reporting: Assist in the analysis of sales data and the preparation of reports on sales performance, market trends, and customer feedback to inform sales strategies.Logistical support: Organize sales meetings, product demos, and consultation workshops, including logistics related to travel and customer-specific events. Objectives:Improve the efficiency and effectiveness of the pre-sales process.Ensure quality and consistency of sales documents and presentations.Contribute to the achievement of sales objectives through optimal logistical and administrative support.What you bring to the roleEducation and experience: Degree in business administration, marketing, or relevant field, with previous experience 2 to 5 years in administrative or logistical support, ideally in the consulting or B2B sales sector.Organizational skills: Excellent ability to manage multiple tasks and projects simultaneously with precision and attention to detail.Communication: Exceptional written and verbal communication skills in French, with the ability to interact effectively with multidisciplinary teams.Technological proficiency: Proficiency with office automation tools (MS Office, Google Suite) and CRM systems.Proactivity and autonomy: Ability to take initiative, work independently and anticipate the needs of the sales team.This position requires strong organizational skills, a keen eye for detail and a strong orientation towards service and support for the sales and advisory teams. The pre-sales Coordinator is essential to ensure the smooth running of sales operations and maximize the chances of success of service proposals. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Personal Mortgage Consultant
Manulife Financial Corporation, Vancouver, BC
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionAs a Personal Mortgage Consultant (PMC) for Mortgage Brokers you will be responsible for growing our Mortgage Broker channel through the promotion and education of our Manulife Bank solutions. This will involve managing and deepening existing mortgage broker relationships and prospecting for new ones. You will continually grow positive relationships through targeted call campaigns, virtual meetings and professional telephone and email sales activity. Your depth of underwriting knowledge will allow you to offer mentorship and support to the broker on how to best position and package mortgage deals for submission.The ideal candidate is dynamic, loves challenging themselves, and has a fun competitive spirit. Your leader and your team will give you all the support, intensive coaching and training you need.Key Accountabilities:Education:Understand and present our selling strategy to mortgage brokers through our Manulife Bank sales education seriesWork with External Business Development Managers (BDM) to determine ideal candidates for the educational programProvide knowledge checks along the way to master statusDevelop, host and present virtual meetings for all brokers on your listFile Management:Support the broker through the entire process from pre-application to fundingProvide support and management to National Desks to solicit mortgage dealsManage funding ratios with brokers in their portfolioProcess referred and existing broker client deals.Relationship Management:Manage the transition of mortgage brokers to the external BDM upon successful completion of the educational series and achievement of a volume threshold or target # of funded deals.You will also manage the transition of mortgage brokers who fall below the required threshold for external BDM support to your support.Complete analysis of the mortgage brokers to identify who should be terminated from the relationship with Manulife Bank based on production.Build relationships and collaborate with key partners across the organization to facilitate Mortgage Broker requests (i.e. Compliance, Client Services, Marketing, Events, Product, etc.)Sales Planning:Handle and coordinate your daily tasks effectively to achieve efficiency metrics in a way that best supports mortgage brokers and the sales region as a wholeLeverage technology to build efficiencies within your territory and overall sales teamSkills Required: Proven ability to persuade and negotiate through consultation and active listening skillsProven sales competence, business development and prospecting aptitudeExecution of a repeatable and measurable sales processAbility to provide underwriting expertiseAble to nurture positive relationships with both clients and internal partnersHas strong time management skills and the ability to prioritizeDemonstrates effective communication, organization and collaborationTakes initiative, is a positive influence and thrives in a fast-paced work environment - a fast learner and self-starter with a strong desire to winIs flexible and able to adapt to change, including changing priorities and tight deadlinesHas strong problem-solving and analytical skills; ability to investigate problems without supervisionIs results driven and team orientedComfortable with pay-for-performance compensation structureCoachable: Being receptive to feedback, willing to learn, embracing continuous improvementQualifications:College or University degree in a related fieldMinimum 2 years experience in the banking and mortgage brokerage industryStrong understanding of mortgage underwritingExperience conducting virtual meetings and presentationsExperience with Salesforce.com is preferredFamiliarity with Microsoft Office, including intermediate level of expertise using ExcelKey Performance Goals/MeasurementAchieve specific # of funded deals and volume targetsWorking Conditions: Limited travel may be requiredOutstanding compensation & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year)Grow your career at Manulife in roles in our Banking, Insurance, Marketing and Asset Management areasAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Manager- Sales
Siemens, Gurugram, Any, India
Smart infrastructure from Siemens makes the world a more connected and caring place - where resources are valued, where impact on the world is considered, where sustainable energy is delivered reliably and efficiently. It provides the flexible infrastructure to allow society to evolve and respond to changing conditions. Technology and the ingenuity of people come together to be at one with our environments and to care for our world. We do this from the macro to the micro level, from physical products, components and systems to connected, cloud-based digital offerings and services. Siemens offers a broad portfolio of grid control and automation; low- and medium-voltage power distribution, switching and control; and building automation, fire safety and security, HVAC control and energy solutions.Join us! We Make Real What Matters. This Is Your Role. To support in implementing effective Solution partner and Distribution partner program in the region To establish, maintain and improve on meeting the needs of the VAP/RSL Channel and End customers in the region and support for all techno commercial needs Ensure to reach the assigned yearly Regional Sales targets (e.g Order intake & Sales revenue) targets with unique forecast month after month Achieve timely forwarding of Sales funnel review formats, Daily call report and OV/TO Tracking formats on 1st working day of the month for review before Monthly Sales Review Live Meetings with Segment Heads Attend the monthly sales review meeting and provide unique forecast of OV/TO & Collection projection in line with Region targets for the month Achieve Accurate projection of Hit List Projects in sales funnel which are potential orders for the month and highlight the support required to close the project Achieve timely inovicing of Sales orders booked with reference to the Lead time of the product and acheive the forecasted sales revenue taget for the month Achieve timely collection as per the collectable outstanding for the month with VAP/RSL Channels and achieve the forecasted monthly collection target Make scheduled monthly visits to Key consultants and closely work on Specifying Siemens products & system portfolio for the upcoming projects and share the lead with VAP/ RSL Channels Make scheduled monthly visits to Key Installers and End users with RSL Channel and work closely to improve the Hit Ratio and support for all the techno commercial needs Make scheduled momthly visits to VAP/RSL Channel and get feedback on on going projects and upcoming projects and share the same in the sales funnel, develop strategy to provide best possible support to the channels and create a Win-Win situation Support development of Prospective VAP/RSL channels in the Region and provide presales and Design support during initial stages to make them familiarize with BP Fire Portfolio Provide Product selection and support for usage of software tools like HIT, Easy VASP and technical application assistance to VAP/RSL Channels Provide input for regional market intelligence and acquire knowledge on Competitors product portfolio and market share and share the same with Product Manager and Segment Heads To build, motivate, develop, coach and train sales engineers with the correct skill sets, ensure proper assignment of work to sales resource and proper job review inputs Support negotiation with Partners, customers and close the sales as and when required Share the best practices adopted by the Regional VAP/RSL channels and strategy devised to bag the order with other BP Regional sales team on case to case basis Ensure that all decisions are taken are in line with applicable guidelines and neccesary Approvals Achieve atleast 90% score on Products & systems Competency check and ensure to have the sales resource are up to the required competency levels Identify internal and external training requirements for Selg and Regional sales resource and support in execution of the same. Propose and participate in personal skill development programs Support in implementation of marketing activities as and when participated Product & Systems knowledge Knowledge of BP Fire products, Cerberus DMS, Product USP's and sales Arguments with competition Product portfolio strategy Know to understand the product portfolio strategy, Product Phaseout strategy and relevant standards applicable for Fire Products Customer knowledge incl. customer's key processes To know the customer's organization and its Sales,Presales, Comissioning resource along with technical & financial decision makers Market trends & Competitor knowledge in SI-BP Fire Products & system portfolio, To know the regional economic trends, market size of relevant regions and the regional market share of competitors To know general technology trends/standards Selling techniques To know e.g. value selling methods To know presentation techniques To know how to create new requirements Knowledge of internal business processes of Siemens Knowledge of the SI-BP-India organizational structure, incl. tasks, functions and people, the main processes and their interrelation Proposal Management To know how to understand customer's needs, processes and requirements To know how to transfer specification into solution To know how to offer alternative products in case of non existence of the range of products in portfolioSalary: . Date posted: 04/02/2024 02:54 PM
Marketing Consultant, Digital Health Marketing & Sales Enablement
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact, and drive real change with our Winning Team today. Job summary:The Group Benefits Marketing team delivers innovative digital marketing focusing on health and wellness benefits and experiences that help our customers live better, healthier lives, and build strong organizations. Reporting to the Director, Health Marketing & Strategic Partnerships the Marketing Consultant, Digital Health Marketing & Sales Enablement will develop marketing collateral and campaigns for our stakeholders, support marketing operational efficiencies, and execute on digital marketing strategies that effectively engage our members and sponsors. Key responsibilities: assist in the implementation of marketing strategies and programs in collaboration with our internal business partnerswrite, edit, and generate high-quality digital content for internal and external clientsdesign, develop, and deliver digital marketing campaignsdeliver against new and existing marketing campaigns, while ensuring alignment with specific business critical metricscollaborate with stakeholders to measure campaigns and report on program effectiveness ensure marketing materials support and align with business and the overall health marketing brand day-to-day management of the Seismic enablement tool, including overall governance, driving internal adoption, onboarding new users, crafting and updating customizable templates, conducting training sessions (when required), and monitoring and delivering reportingKey attributes for success:execution-focused within a fast-paced environment strong project management skills with the ability to lead and implement initiatives possess an analytical mind that can measure and optimize the performance of marketing campaigns using data and insightsfamiliar with the latest digital marketing trends and technologies, such as AI toolspositive relationship management skills at all levels of the organization self-starter, motivated, and critical thinker Qualifications:university or college study in marketing, communications, media, or related field of study5 years of experience in marketing, with at least 2 years of experience in digital marketingexcellent writing skills with a strong ability to build, draft, and edit written marketing collateral that is impactful and compellingproficient in Microsoft Office suite of programs (PowerPoint, Word, Excel, and Teams)experience with marketing automation and sales enablement tools (e.g., Salesforce Marketing Cloud, Seismic) and analytics software (e.g., Google Analytics)excellent analytical skills with the ability to measure and optimize the performance of marketing campaigns using data and insightsprocess-oriented and meticulous person who takes pride in delivering high-quality worksolutions-focused person who can identify and implement improvements to existing processesFrench is an assetExpert practitioner of agile marketingWhat can we offer you?competitive compensationRetirement Savings Accounts, including a RPP (Pension Plan), RRSP (Retirement Savings Plan), and TFSA (Tax Free Savings account)Manulife Share Ownership Program with employer matchingcustomizable benefits package including health, dental, vision, and 100% of mental health expensesfinancial support for ongoing training, learning, and educationflexible work policies and strong work-life balance#LI-hybAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$70,350.00 CAD - $117,250.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Global Technical Sales Lead
Boeing, Brisbane, Queensland, Australia
Job DescriptionAt Boeing, we innovate and collaborate to make the world a better place. From the seabed to outer space, you can contribute to work that matters with a company where diversity, equity and inclusion are shared values. We're committed to fostering an environment for every teammate that's welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.Boeing Digital Aviation Solutions (DAS) is currently looking for a Technical Sales Lead to join a dynamic enterprise software selling team for our global customer base in our Commercial Aviation group. This role will be based in Brisbane, Australia.As the Technical Sales Lead, you will work closely with Sales Directors and Service leads to grow account relationships and lifetime value. You will bring a breadth of knowledge about DAS IT architecture, cloud strategy, information security practices, integration approach and data privacy methods. You can clearly articulate how these practices enhance the value proposition of our products and services to prospective customers. Working alongside the Sales Directors and Services Leaders, you will play an integral role in driving the sales strategy, engaging with key stakeholders including customer CIOs, CTOs CISOs, and VPs in the IT department. Position Responsibilities: Collaborate with Sales Directors and Services Leads in a "team of three" to strengthen relationships and grow key accounts by setting account plans and strategies, pursuing opportunities, and marshalling the resources across the organization to carry out complex enterprise sales.Provides enterprise-level technical expertise throughout the sales cycle, and coordinates support when specific solution expertise or demo support is needed. May conduct high-level solution demonstrationsEstablish and maintain long term relationships with Customers IT departments, gaining insights into their IT policies and strategies.During sales campaigns, lead the technical discovery process with customer counterparts to understand system, security, data privacy, architecture, and integration requirements for implementation.Lead the technical aspects of the business case that will be included in the DAS proposal to address key issues raised by the customer technical leads.Define and execute the technical aspects of the solution transition plan after signed contact, shifting ongoing technical responsibility to DAS Delivery and Customer Success.Ensure full alignment with DAS enterprise architecture strategies, aligning customer commitments to solution implementations.Provide Voice of Customer (VoC) to the DAS architect group and software development leadership to ensure that customer IT requirements (IT architecture, cloud, information security, integration, data privacy, etc.) are being met by DAS offerings.Participate as directed in thought leadership and other C-level engagement and vision workshops.Participate in tradeshows and other company and industry events as directed.This position is hybrid. This means that the selected candidate will be required to perform some work onsite at one of the listed location options. This is at the hiring team's discretion and could potentially change in the future. Employer will not sponsor applicants for employment visa status. Basic Qualifications (Required Skills/Experience): 12+ years of experience with complex IT/technical customer facing work12+ years of enterprise architecture experience, including but not limited to cloud architecture, security, data privacy, integration, and deployment•5+ years of experience working with customers C-suite or VP levelComplex software integration experience (e.g. 24x7 day of operations solutions)Broad understanding of IT trends, emerging technologies and IT best practices.Demonstrated experience and comfort level engaging with key customer stakeholders from the CIO to end users.Motivated self-starter who can work independently and has demonstrated ability to collaborate with stakeholders such as sales, success, product management, and senior leaders.Creative problem solving and experience with Value Based Selling.Excellent communication, storytelling, and presentation skillsExperience with CRM platforms and other third-party SaaS sales/mar-comm technology.Negotiation and closing skills Preferred Qualifications (Desired Skills/Experience): Bachelor's degree or higher in a relevant field (e.g., engineering, business, technology).Knowledge of Boeing Digital Aviation portfolio and services.Commercial aviation experience within Flight and/or Tech OpTypical Education/Experience: Education/experience typically acquired through advanced technical education (e.g. Bachelor) and typically 14 or more years' related work experience or an equivalent combination of technical education and experience (e.g. Master and 12 or more years related work experience, 18 years related work experience, etc.) Relocation :Relocation assistance is not a negotiable benefit for this position. Candidates must live in the immediate area or relocate at their own expense.Export Control Requirements: Not an export control positionEqual Opportunity Employer:We are an equal opportunity employer. We do not accept unlawful discrimination in our recruitment or employment practices on any grounds including but not limited to; race, color, ethnicity, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military and veteran status, or other characteristics covered by applicable law.We have teams in more than 65 countries, and each person plays a role in helping us become one of the world's most innovative, diverse and inclusive companies. We are proud members of the Valuable 500 and welcome applications from candidates with disabilities. Applicants are encouraged to share with our recruitment team any accommodations required during the recruitment process. Accommodations may include but are not limited to: conducting interviews in accessible locations that accommodate mobility needs, encouraging candidates to bring and use any existing assistive technology such as screen readers and offering flexible interview formats such as virtual or phone interviews.Salary: . Date posted: 04/03/2024 03:56 PM
Sales Support Software Trainer - Automotive Dealership
Equest, Milton, ON
"PBS is the fastest growing "All Inclusive Business Platform" vendor in North America and we've only just begun!" The Opportunity: We are changing the way people buy and service cars one dealership at a time. In business for over 30 years, PBS is the third largest DMS (Dealership Management System) provider to the North American retail automotive industry. Each month we welcome hundreds of new users to our software platform, and we need your help. We are unique in the industry because we view our customers as business partners, technology innovators, and friends. Our software can run all aspects of an automotive dealership with sales, service, inventory management, and accounting modules. And that's where you come into the picture. While specific roles are posted, PBS is always open to pivoting with quality people and adding to the team based on your skills and the needs of our customers. After you join the team, we will continue the process of moving you into new roles based on your talents, growth, and interests. The Role: As a Automotive Sales Software Trainer (DTO Trainer - Sales) you will provide support and training to new and existing customers on our Dealer Management Software (DMS). Leading up to the implementation of our software, you will be responsible for assisting customers with virtual training, online and on the phone. DTO Trainers also assist customers onsite in person, when required, with new software install training. This position is based out of our Calgary office and requires frequent travel to our customer sites throughout North America. This is not a remote work opportunity . Job Responsibilities: Learn and develop an understanding of the PBS software Learn and develop an understanding of the process for training customers on the PBS software Learn and develop an understanding of data entry and other key tasks The ability to complete the payroll module - if applicable Become an install resource without assistance Demonstrate the ability to prioritize tasks without direction from Team Leads Taking the initiative to learn new products to increase their knowledge Provide excellent support to our customers in our software Be able to talk about and be able to navigate our DMS Software to be able to better assist our customers Work directly with customers and train all sessions in assigned silo and if possible other silos Maintain a positive relationship with customers, identifying customer needs and ensure they are being met or exceeded Responds to both internal and external training requests in a timely manner Write up tickets and investigate issues that arise and escalate issues to the corresponding teams Create and maintain a positive work environment Knowledge sharing within own silo and others within DTO Maintain documentation and update as processes change within department Willingness to commitment to an ongoing system of education and cross-training Ensure DTO queue is monitored Customer focus / excellent customer service skills Willingness to go the "Extra Mile" Perform other duties and responsibilities as assigned Qualifications: Experience in the sales area of a dealership preferred 1-2 years' previous experience in the automotive industry, dealership environment or PBS is preferred High School Diploma Computer proficient with knowledge of Microsoft Office Suite Strong problem solving & trouble shooting skills Effective time management & organizational skills Strong multi-tasking & prioritization Strong documentation abilities Excellent communication skills Fluent in English (speaking, reading, writing) Ability to travel within Canada and the USA up to 2 weeks per month; in consequence proof of valid passport and/or US visa (if applicable) and valid full class driver's license is required What we offer: Internal promotion and growth opportunities An education department dedicated to helping you with professional and personal development The opportunity to travel Free parking Staff events Competitive annual base salary Bonus for product certification up to $4,800 per year Great referral bonus Staff discounts with GM, Dell, Goodlife and more. Should you be selected for an interview, you will be contacted via email. Please monitor your junk/spam folder. PBS is an equal opportunity employer. Accommodations will be provided during the hiring process as required.
Field Sales Consultant- Toronto Downtown
Equest, Toronto, ON
Your Moneris Career - The OpportunityThrough prospecting initiatives, Moneris targets new business and market share for the individual business segment. You will gain an understanding of new field customers' needs and match them to Moneris' various payment solutions, our priorities and discover opportunities for Moneris. You will work with cross-functional resources to move the opportunity through the sales cycle, ending in a successful saleLocation: You will be based in our Toronto office and will work in a hybrid model.Reporting Relationship: You will report to Manager, Field SalesYour Moneris Career - What you'll doProspect prospective customers/clients and new target segment and penetrate sales in that areaAccountable to build a sales pipeline to ensure achieving / exceeding targets.Use negotiation techniques to manage a win / win situation with the clientAchieve/exceed sales revenue, count and organizational targets (monthly, annually).Create proposals and delivering presentations targeted at solving our needs.Maintain knowledge of Moneris products, service and rates, ongoing marketing activities, and key competitor products, pricing, strengths and weaknesses.Your Moneris Career - What you bringBachelor's degree in Business, Commerce, Marketing or a related fieldEquivalent work experience may be considered a substitution1-2 years of sales experience considered an assetDemonstrated track record of developing mid-tier level client relationshipsValid drivers license and access to a vehicleNice-to-have...Previous experience in the payment industry considered an assetYour Moneris Career - What you getComprehensive Total Rewards Program including bonuses, flexible benefits starting from day 1, and your choice of either a health spending account (HSA) or personal spending account (PSA)RRSP matching & defined contribution pension planLearning & development programs and resources including unlimited free access to Coursera and an Educational Assistance ProgramHolistic approach to your well-being, with an Employee Assistance Program for you and your family, access to 24/7 virtual health care, wellness events and a supportive workplace cultureA workplace committed to investing in Diversity, Equity and Inclusion (DEI) through various initiatives including, employee inclusion groups (EIGs), mentorship, DEI learning and workshops, educational events, and various resources including an internal DEI website and newsletterCompany-wide paid year-end closure & personal time off (including religious, personal, and volunteer days)Find out more about the work perks and benefits you get as a Moneris employee at Moneris.com/careers #SALES-INDNote: We welcome and encourage applications from Indigenous peoples, people of colour, people with disabilities, people of all genders, sexual orientation and intersectional identities.We acknowledge that people from equity-deserving groups (including racialized individuals, women, gender diverse individuals, individuals with disabilities, neurodivergent individuals, members of 2SLGBTQIA+ communities and those born outside of Canada) are less likely to apply for jobs unless they feel they meet all the requirements posted. At Moneris, we believe candidates bring experience to their work in many ways. We encourage you to apply and share, in the application form, the transferrable experience you bring, and how this will support your success in this role.
Sales Support Software Trainer - Automotive Dealership
Equest, Calgary, AB
"PBS is the fastest growing "All Inclusive Business Platform" vendor in North America and we've only just begun!" The Opportunity: We are changing the way people buy and service cars one dealership at a time. In business for over 30 years, PBS is the third largest DMS (Dealership Management System) provider to the North American retail automotive industry. Each month we welcome hundreds of new users to our software platform, and we need your help. We are unique in the industry because we view our customers as business partners, technology innovators, and friends. Our software can run all aspects of an automotive dealership with sales, service, inventory management, and accounting modules. And that's where you come into the picture. While specific roles are posted, PBS is always open to pivoting with quality people and adding to the team based on your skills and the needs of our customers. After you join the team, we will continue the process of moving you into new roles based on your talents, growth, and interests. The Role: As a Automotive Sales Software Trainer (DTO Trainer - Sales) you will provide support and training to new and existing customers on our Dealer Management Software (DMS). Leading up to the implementation of our software, you will be responsible for assisting customers with virtual training, online and on the phone. DTO Trainers also assist customers onsite in person, when required, with new software install training. This position is based out of our Calgary office and requires frequent travel to our customer sites throughout North America. This is not a remote work opportunity . Job Responsibilities: Learn and develop an understanding of the PBS software Learn and develop an understanding of the process for training customers on the PBS software Learn and develop an understanding of data entry and other key tasks The ability to complete the payroll module - if applicable Become an install resource without assistance Demonstrate the ability to prioritize tasks without direction from Team Leads Taking the initiative to learn new products to increase their knowledge Provide excellent support to our customers in our software Be able to talk about and be able to navigate our DMS Software to be able to better assist our customers Work directly with customers and train all sessions in assigned silo and if possible other silos Maintain a positive relationship with customers, identifying customer needs and ensure they are being met or exceeded Responds to both internal and external training requests in a timely manner Write up tickets and investigate issues that arise and escalate issues to the corresponding teams Create and maintain a positive work environment Knowledge sharing within own silo and others within DTO Maintain documentation and update as processes change within department Willingness to commitment to an ongoing system of education and cross-training Ensure DTO queue is monitored Customer focus / excellent customer service skills Willingness to go the "Extra Mile" Perform other duties and responsibilities as assigned Qualifications: Experience in the sales area of a dealership preferred 1-2 years' previous experience in the automotive industry, dealership environment or PBS is preferred High School Diploma Computer proficient with knowledge of Microsoft Office Suite Strong problem solving & trouble shooting skills Effective time management & organizational skills Strong multi-tasking & prioritization Strong documentation abilities Excellent communication skills Fluent in English (speaking, reading, writing) Ability to travel within Canada and the USA up to 2 weeks per month; in consequence proof of valid passport and/or US visa (if applicable) and valid full class driver's license is required What we offer: Internal promotion and growth opportunities An education department dedicated to helping you with professional and personal development The opportunity to travel Free parking Staff events Competitive annual base salary Bonus for product certification up to $4,800 per year Great referral bonus Staff discounts with GM, Dell, Goodlife and more. Should you be selected for an interview, you will be contacted via email. Please monitor your junk/spam folder. PBS is an equal opportunity employer. Accommodations will be provided during the hiring process as required.
SAP FICO Consultant
Siemens, Bangalore, Any, India
Hello Visionary!We empower our people to stay resilient and relevant in a constantly evolving world. We're looking for people who are always searching for creative ways to grow and learn. People who want to make a real impact, now and in the future.Does that sound like you? Then it seems like you'd make a great addition to our vibrant team.We are looking for SAP FICO Consultant.Before our software developers write even a single line of code, they have to understand what drives our customers. What is the environment? What is the user story based on? Implementation means - trying, testing, and improving outcomes until a final solution emerges. Knowledge means exchange - discussions with colleagues from all over the world.Join our Digitalization Technology and Services (DTS) team based in Bangalore.You'll make a difference by:• Having deep & strong understanding of SAP FICO module. (including FI and CO)• Being able to analyze client business processes, gather requirements, maintain data mapping document of interfaces & conversions.• Having strong written and communication skills; interacting with customers, technical consultants business partners• Skills in user support, troubleshooting and error resolution.• Good Business process understanding.• Designing and configuring business scenarios• Interact with business users in defining and finalizing requirements.• Basic Debugging skills would be an advantage.• Preparing functional specification documents for changes and enhancements.• Work independently and carry out assignments to completion within parameters of instructions given, prescribed routines and standard accepted practicesJob Requirements/ Skills:• Minimum domain (functional) experience of 6+ years (mandatory) in Financial & Controlling Module• Must have done 2-3 end to end implementation of FICO module and 3-5 Support project Experience• SAP Certified candidates are preferred. Financial & Controlling (FICO) Module • Responsible as a Senior FICO module team member to independently support currently implemented SAP solutions for Europe region.• SAP FICO application experience including configuration, design, testing, compliance & implementation• Experience in SAP Finance module- General Ledger accounting, Accounts Receivables and Payables, Asset accounting, Month end activities, Bank and Cash accounting• Experience in SAP Controlling module- including Cost Centers, Internal Orders , Result Analysis and settlements, Product Costing (including BOMs and Routings), Profitability Analysis (COPA), Manufacturing Variances and Settlements, and Profit Centers• Integration of SAP Finance-Materials Management, Finance-Sales and Distribution, CO-Project systems in SAP ECC 6.0 and S4 Hana• Hands on experience in Scoping, Business process study, Requirement analysis, Gap Identification, Business Blueprint, Process Mapping, Configuration, Functional and Technical Specifications Document, Test Case Document, Training Presentation, Conf Guide and User Manual.• Master Data components including Material Master, Vendor Master, Customer Master, Bank Master, BOMs and Routings• Good understanding of EU specific processes related to Finance & Controlling related topics.• Process Runner Creation of templates for the business• Experience in implementing SAP finance integrations with other third-party finance or IT systems .• Should have experience in preparing the different test scripts including KT documents.• Good understanding of Business cycles (P2P, O2C, R2R).• Have worked on Period End Closure as part of Support team• Skilled to identify the Cutover activities for any enhancement.• Good Knowledge on Batch Jobs• Interfaces, IDOCs and RFC connections.• Proven Knowledge on RICEFW objects.Join us and be yourself!We value your unique identity and perspective and are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society. Come bring your authentic self and create a better tomorrow with us.Protecting the environment, conserving our natural resources, fostering the health and performance of our people as well as safeguarding their working conditions are core to our social and business commitment at Siemens. They are an integral part of our Business Conduct Guidelines and our corporate strategy.Make your mark in our exciting world at Siemens.This role is in Bangalore, where you'll get the chance to work with teams impacting entire cities, countries - and the craft of things to come.We're Siemens. A collection of over 379,000 minds building the future, one day at a time in over 200 countries. We're dedicated to equality, and we encourage applications that reflect the diversity of the communities we work in. All employment decisions at Siemens are based on qualifications, merit and business need. Bring your curiosity and creativity and help us craft tomorrow.At Siemens, we are always challenging ourselves to build a better future. We need the most innovative and diverse Digital Minds to develop tomorrow 's reality. Find out more about the Digital world of Siemens here: www.siemens.com/careers/digitalmindsFind out more about Siemens Advanta at: https://www.siemens-advanta.com/careersSalary: . Date posted: 04/06/2024 02:05 PM
Wealth Planning Consultant
BMO Financial Group, Halifax, NS
Application Deadline: 05/02/2024 Address: 1675 Grafton Street Job Family Group: Wealth Sales & Service Provides 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 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. 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: $60,300.00 - $111,800.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Wealth Planning Consultant
BMO, Halifax, NS
Application Deadline: 05/02/2024Address:1675 Grafton StreetProvides 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.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.
Sales Effectiveness Coach
Equest, Toronto, ON
L'opportunité - Votre carrière à MonerisVous collaborerez avec l'équipe de direction des ventes de l'IB (commerces indépendants) pour fournir un coaching en matière d'efficacité des ventes à notre centre de vente et à nos agents sur le terrain, afin d'améliorer les performances en matière d'approche commerciale, de productivité, de connaissance des produits et d'atteinte des objectifs. Cela inclut le coaching des agents sur les outils de vente, les produits et services, et les processus suivis pour améliorer la satisfaction des clients et atteindre les objectifs de revenus sur la base des stratégies de vente définies pour IB.Emplacement: Vous travaillerez à partir de notre bureau de Toronto, Burnaby, Sackville ou Montréal dans un mode de travail hybride. Lien hiérarchique: Vous relèverez du Gestionnaire principal, efficacité des ventesVos responsabilités - Votre carrière à MonerisConcevoir et mettre en œuvre un programme de coaching et de suivi pour le centre de ventes et les représentants assignés sur le terrain afin d'augmenter les indicateurs de génération de revenus.S'engager avec les représentants des ventes lors de visites de prospection chez les clients et d'appels téléphoniques afin d'évaluer les capacités de performance et de les aider à accroître leurs capacités à augmenter les ventes.Vous êtes en charge des initiatives d'efficacité commerciale en pensant stratégiquement et en mettant en œuvre votre plan d'un bout à l'autre.Travailler en partenariat avec nos équipes pour faciliter les lancements de formations sur les produits, les formations de remise à niveau dans le but d'augmenter la capacité des agents à atteindre les objectifs de revenus.Créer un support post-formation avec des connaissances sur les systèmes, les produits et les processus afin d'augmenter le succès des agents.Participer aux plans de développement avec l'équipe de direction des ventes IB afin d'améliorer les compétences des agents en poste.Votre profil - Votre carrière à MonerisCapacité à travailler sous pression dans un environnement en évolution rapideSens de l'organisation et de la gestion du temps, capacité à respecter les délais et à effectuer plusieurs tâches à la fois.Esprit d'initiative, mentalité de chasseur et passion pour l'encadrement des personnesExpérience de l'influence et de la collaboration dans une organisation matricielleFaire preuve d'initiative et être motivé pour réussir dans un rôle de confiance.Expérience de la réalisation ou du dépassement d'objectifs de vente.Souhaitées...Baccalauréat en commerce ou dans un domaine d'études connexe ou expérience professionnelle équivalente.2 à 4 ans d'expérience en vente directe dans un rôle de prospection commerciale (la vente sur le terrain est considérée comme un atout)Le bilinguisme en anglais et en français est un atout.Vos avantages - Votre carrière à MonerisProgramme de rémunération globale complet, incluant des primes, des avantages flexibles à partir du premier jour de travail et un CSS (Compte Soins de santé) ou un CDP (Compte de dépenses personnel), au choixREER avec contribution de l'employeur et régime de retraite à cotisations déterminéesProgrammes et ressources d'apprentissage et de perfectionnement, y compris un accès gratuit illimité à Coursera et programme d'aide à la formationApproche globale de votre bien-être, avec un programme d'aide aux employé(e)s pour vous et votre famille, accès à des soins médicaux virtuels en tout temps, événements de bien-être et culture de soutien au travailEnvironnement de travail accordant de l'importance à la diversité, à l'équité et à l'inclusion (DEI) par l'entremise de groupes d'inclusion des employé(e)s (GIE), de mentorat, de formations et d'ateliers liés à la DEI, d'événements informatifs, ainsi que de plusieurs ressources internes telles qu'un site Web et une infolettre sur la DEIFermeture des bureaux pendant les Fêtes et congés personnels payés à l'échelle de l'entreprise (y compris les journées religieuses, personnelles et de bénévolat)Pour en savoir plus sur les avantages sociaux dont vous bénéficiez en tant qu'employé(e) de Moneris, rendez-vous sur Moneris.com/carriere Your Moneris Career - The OpportunityYou will manage and collaborate with the IB (Independent Business) Sales Leadership team to provide sales effectiveness coaching for our sales centre and field agents to increase performance as it relates to sales approach, productivity, product knowledge, and achieving targets. This includes coaching agents on sales tools, products and services, and processes that are followed to enhance customer satisfaction and achieve revenue targets based on the defined IB sales strategies.Location: You will be based in our Toronto, Burnaby, Sackville or Montreal office and will work in a Hybrid model.Reporting Relationship: You will report to Senior Manager, Sales EffectivenessYour Moneris Career - What you'll doDesign and implement a coaching and monitoring program for both Sales Centre and assigned Field consultants that increases revenue generating Indicators.Engage with Sales reps on client prospecting visits and phone calls to assess performance capabilities and to assist increasing their abilities to increase sales.Drive sales effectiveness initiatives by thinking strategically and implementing your plan end to end.Partner with our teams to facilitate product training launches, refresher training with the goal to increase agent capability to achieve revenue targets.Create post-training support with system, product and process knowledge to increase agent success to improve adoption.Participate in development plans with the IB Sales leadership team to enhance the skills of tenured agents.Your Moneris Career - What you bringAbility to work under pressure in a fast paced environmentOrganizational and time management skills, ability to meet deadlines and multitaskSelf-starter with a hunter mentality and passion towards leading peopleExperience influencing and collaborating in a matrix organizationPossess initiative and be motivated to succeed in a high-trust roleExperience meeting or exceeding sales targets.Nice-to-have...Bachelor's degree in Business or a related field of study or equivalent work experience2-4 years of direct Sales experience in a sales prospecting role, outside sales considered an assetBilingualism in English and French is an asset.Your Moneris Career - What you getComprehensive Total Rewards Program including bonuses, flexible benefits starting from day 1, and your choice of either a health spending account (HSA) or personal spending account (PSA)RRSP matching & defined contribution pension planLearning & development programs and resources including unlimited free access to Coursera and an Educational Assistance ProgramHolistic approach to your well-being, with an Employee Assistance Program for you and your family, access to 24/7 virtual health care, wellness events and a supportive workplace cultureA workplace committed to investing in Diversity, Equity and Inclusion (DEI) through various initiatives including, employee inclusion groups (EIGs), mentorship, DEI learning and workshops, educational events, and various resources including an internal DEI website and newsletterCompany-wide paid year-end closure & personal time off (including religious, personal, and volunteer days)Find out more about the work perks and benefits you get as a Moneris employee at Moneris.com/careers #SALES-INDNote: We welcome and encourage applications from Indigenous peoples, people of colour, people with disabilities, people of all genders, sexual orientation and intersectional identities.We acknowledge that people from equity-deserving groups (including racialized individuals, women, gender diverse individuals, individuals with disabilities, neurodivergent individuals, members of 2SLGBTQIA+ communities and those born outside of Canada) are less likely to apply for jobs unless they feel they meet all the requirements posted. At Moneris, we believe candidates bring experience to their work in many ways. We encourage you to apply and share, in the application form, the transferrable experience you bring, and how this will support your success in this role.