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

Are you Looking for a Career that is Innovating, passionate, committed, respectful, and strives for excellence that is what we do day to day? We are looking for you!All of our employees hold these values, from head office to every one of our stores.What is the reason for our success? Our commitment to contribute to the well-being of our customers and employees alike so we can all make the most out of life! After all, they all are our inspiration.Main ResponsibilitiesExceed our customer’s expectation by creating a positive experience during their visit at our store;Ensure our customers are greeted and welcomed into our store in a timely, professional, and engaging manner;Initiate consultations by asking open-ended questions to learn about our customers’ preferences and needs;Assist our customers through the process of finding the perfect pair of glasses through honest and confident feedback based on style, function, and fit;Perform basic technical measurement and adjustments of eyewear (training provided);Assist our customers in placing orders and process customer payment transactions;Achieve and exceed monthly sales targets;Assist in opening and closing store procedures;Perform other tasks as needed, including maintaining store cleanliness, entering stock, inventory counts, and other duties assigned.Requirements and work conditionsYou have previous retail sales or customer service experienceYou have a great attitude towards customer serviceYou have excellent computer skills and working knowledge of Microsoft Office (Outlook, Word, Excel, and PowerPoint)You demonstrate initiative in learning and understanding new products, services and promotional offeringsYou are committed to driving sales and working as a team to achieve store targetsYou have excellent communication skillsYou are open minded and adaptable to new environmentsYou have a flexible schedule with the ability to work evening, weekends and some holidaysAre you looking for a career with vision?Joining New Look Eyewear gives you the opportunity to be part of an exceptional team and advance your career.

Are you Looking for a Career that is Innovating, passionate, committed, respectful, and strives for excellence that is what we do day to day? We are looking for you!All of our employees hold these values, from head office to every one of our stores.What is the reason for our success? Our commitment to contribute to the well-being of our customers and employees alike so we can all make the most out of life! After all, they all are our inspiration.Main ResponsibilitiesExceed our customer’s expectation by creating a positive experience during their visit at our store;Ensure our customers are greeted and welcomed into our store in a timely, professional, and engaging manner;Initiate consultations by asking open-ended questions to learn about our customers’ preferences and needs;Assist our customers through the process of finding the perfect pair of glasses through honest and confident feedback based on style, function, and fit;Perform basic technical measurement and adjustments of eyewear (training provided);Assist our customers in placing orders and process customer payment transactions;Achieve and exceed monthly sales targets;Assist in opening and closing store procedures;Perform other tasks as needed, including maintaining store cleanliness, entering stock, inventory counts, and other duties assigned.Requirements and work conditionsYou have previous retail sales or customer service experienceYou have a great attitude towards customer serviceYou have excellent computer skills and working knowledge of Microsoft Office (Outlook, Word, Excel, and PowerPoint)You demonstrate initiative in learning and understanding new products, services and promotional offeringsYou are committed to driving sales and working as a team to achieve store targetsYou have excellent communication skillsYou are open minded and adaptable to new environmentsYou have a flexible schedule with the ability to work evening, weekends and some holidaysAre you looking for a career with vision?Joining New Look Eyewear gives you the opportunity to be part of an exceptional team and advance your career.

Did you know that 80% of active Sales Representative / financial advisors have not studied finance? Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! license paid by the company, full benefits, group insurance and group RRSP. Come meet us and take the personality test to see if you have the job profile! Being a financial security advisor is a constructive job that aims to recommend financial solutions and advise people in achieving their financial goals, their choices of savings, investment products, insurance and even more…. Your mission: that customers are confident and secure in relation to their future. The partnership with senior advisors, a clientele in place, an assistant are only a few means at your disposal to facilitate the development of your clientele. Come work for a company that promotes teamwork, a climate of high performance, continuous improvement, respect for individuals and distributors and a service mentality. Description of tasks: Recommend and advise clients in their choice of savings and investment products, guide them in their choice of mortgage, life insurance, mortgage insurance and others. Advantages: A management team in place to support you on a daily basis, free access to premises, advantageous salary including commissions and bonuses (according to the personal objectives established), access to a team of financial planners to assist you in your complex files and to a team of trainers to improve your skills in the products offered by the company. For more information or to apply, contact us! As a consultant, it is imperative to be customer service oriented, and do you have any of these qualities? -Sociable and good communicator-Passionate, ready to take on challenges-Efficient, action and results oriented-Ready to make a difference-Confident and go-getter-Attentive to others and their needs. Then this career is for you.

Restaurant ManagerAs the General Manager, it is your responsibility for growing restaurant sales and guest counts profitably, and for ensuring the restaurant meets McDonald's critical guest standards of Quality, Service, and Cleanliness. The General Manager role models best-in-class Guest Experience behavior's. The General Manager works with their manager (supervisor or consultant) to set the restaurant's targets with a growth mindset and creates a plan to achieve the targets. The General Manager doesn't work alone to meet restaurant targets, they lead a team of Department Managers who have specific responsibilities in the restaurant. This means supporting the Department Managers in setting their individual targets, following up on their progress, and providing coaching and direction to improve their department results. By improving the Departments, the restaurant improves. The General Manager is responsible for energizing crew and managers and encouraging their Department Managers to do the same. This includes hiring and developing each manager to ensure the restaurant has the right team to lead them into the future. Our offerWorking with us means that you will have the opportunity to earn and learn, flexibility, and a safe and inclusive work environment. What this means in practice is:* \tAccess to education and skills development opportunities that take you further.* \tA total rewards package that includes discounts, incentives, and recognition perks* \tWhen you are working at McDonald's, you get to enjoy your meals for free, before or after your shift. Additionally, you will be automatically enrolled into the McDonald's Platinum program which gets you a 50% discount on your meals at ANY McDonald's restaurant across Canada!* \tCertain benefits are available to full-time employees including Group Insurance (health, dental, life and long-term disability). * \tFlexible hours/shifts that suit your needs.* \tFree, easy-care uniforms, we will even pay for your shoes!* \tA safe, respectful, and inclusive workplace* \tBring your authentic self to work - welcoming people of every age, background, and culture - just like the guests who visit our restaurants every day!The jobWe are sure that you have an idea about what working with us is like, but just in case here are some of the highlights on what your job will entail:* \tInspiring a team, instilling a sense of pride, and creating a culture that helps deliver the world's best Quick Service Restaurant experience.* \tMaintaining a safe, secure, and sanitary environment for your guests, your team, and yourself* \tManaging and leading a team of Managers and Crew Members* \tParticipating in local events that positively impact your community. * \tUpholding our renowned cleanliness methodology* \tBuilding sales and profits, which in turn build your value, professionally and financially. Your vibe and experiencePrevious management experience working in the fast food service is mandatory for this role in our organization. You lead by example and are accountable. You have high expectations and consistently raise the bar for yourself and your team. When confronted with a situation, you can assess and problem-solve with confidence. You put people before profit, knowing that creating a positive culture leads to happier, more engaged staff who will deliver a better experience for your guests. CommunityOur community is important to us. Here is some of the ways we are trying to make a difference:* \tMcHappy Day - donations are shared between the North Bay Regional Health Centre, One Kids Place and the Ronald McDonald House in Toronto* \tToy Drive with The Rock Radio Station - donating to Lipi, big brothers/sisters, transition house and the children's aid society.* \tAtomc Hockey sponsorship - sponsor the AtoMc division locally.* \tNorth Bay Food Bank - donating unsold great quality food products.* \tNorth Bay Regional Health Centre- we have donated over 1000 Egg McMuffins to date.* \tOne Kids Place- Sponsor and donate. We donate to many other local charities and organizations throughout the year.About usIn 1954, an enterprising salesman named Ray Kroc discovered a small burger restaurant in California and wrote the first page of McDonald's history. In 1967, the first McDonald's Canada opened in Richmond, B.C. and we've been growing with our communities and serving quality food at great a value ever since. Today, McDonald's Canada is proud to be one of the world's leading foodservice retailers, offering job opportunities at corporate-owned restaurants or restaurants owned by independent franchisees. McDonald's Canada and Owner/Operators are committed to a diverse and inclusive workplace for all. Our workplaces have a long-standing policy of providing fair, equitable, and accessible opportunities for all employees and prospective employees. Accommodations during the application process are available upon request.

Restaurant ManagerAs the General Manager, it is your responsibility for growing restaurant sales and guest counts profitably, and for ensuring the restaurant meets McDonald's critical guest standards of Quality, Service, and Cleanliness. The General Manager role models best-in-class Guest Experience behavior's. The General Manager works with their manager (supervisor or consultant) to set the restaurant's targets with a growth mindset and creates a plan to achieve the targets. The General Manager doesn't work alone to meet restaurant targets, they lead a team of Department Managers who have specific responsibilities in the restaurant. This means supporting the Department Managers in setting their individual targets, following up on their progress, and providing coaching and direction to improve their department results. By improving the Departments, the restaurant improves. The General Manager is responsible for energizing crew and managers and encouraging their Department Managers to do the same. This includes hiring and developing each manager to ensure the restaurant has the right team to lead them into the future. Our offerWorking with us means that you will have the opportunity to earn and learn, flexibility, and a safe and inclusive work environment. What this means in practice is:* \tAccess to education and skills development opportunities that take you further.* \tA total rewards package that includes discounts, incentives, and recognition perks* \tWhen you are working at McDonald's, you get to enjoy your meals for free, before or after your shift. Additionally, you will be automatically enrolled into the McDonald's Platinum program which gets you a 50% discount on your meals at ANY McDonald's restaurant across Canada!* \tCertain benefits are available to full-time employees including Group Insurance (health, dental, life and long-term disability). * \tFlexible hours/shifts that suit your needs.* \tFree, easy-care uniforms, we will even pay for your shoes!* \tA safe, respectful, and inclusive workplace* \tBring your authentic self to work - welcoming people of every age, background, and culture - just like the guests who visit our restaurants every day!The jobWe are sure that you have an idea about what working with us is like, but just in case here are some of the highlights on what your job will entail:* \tInspiring a team, instilling a sense of pride, and creating a culture that helps deliver the world's best Quick Service Restaurant experience.* \tMaintaining a safe, secure, and sanitary environment for your guests, your team, and yourself* \tManaging and leading a team of Managers and Crew Members* \tParticipating in local events that positively impact your community. * \tUpholding our renowned cleanliness methodology* \tBuilding sales and profits, which in turn build your value, professionally and financially. Your vibe and experiencePrevious management experience working in the fast food service is mandatory for this role in our organization. You lead by example and are accountable. You have high expectations and consistently raise the bar for yourself and your team. When confronted with a situation, you can assess and problem-solve with confidence. You put people before profit, knowing that creating a positive culture leads to happier, more engaged staff who will deliver a better experience for your guests. CommunityOur community is important to us. Here is some of the ways we are trying to make a difference:* \tMcHappy Day - donations are shared between the North Bay Regional Health Centre, One Kids Place and the Ronald McDonald House in Toronto* \tToy Drive with The Rock Radio Station - donating to Lipi, big brothers/sisters, transition house and the children's aid society.* \tAtomc Hockey sponsorship - sponsor the AtoMc division locally.* \tNorth Bay Food Bank - donating unsold great quality food products.* \tNorth Bay Regional Health Centre- we have donated over 1000 Egg McMuffins to date.* \tOne Kids Place- Sponsor and donate. We donate to many other local charities and organizations throughout the year.About usIn 1954, an enterprising salesman named Ray Kroc discovered a small burger restaurant in California and wrote the first page of McDonald's history. In 1967, the first McDonald's Canada opened in Richmond, B.C. and we've been growing with our communities and serving quality food at great a value ever since. Today, McDonald's Canada is proud to be one of the world's leading foodservice retailers, offering job opportunities at corporate-owned restaurants or restaurants owned by independent franchisees. McDonald's Canada and Owner/Operators are committed to a diverse and inclusive workplace for all. Our workplaces have a long-standing policy of providing fair, equitable, and accessible opportunities for all employees and prospective employees. Accommodations during the application process are available upon request.

Application Deadline: 03/31/2024Address:595 Burrard StreetFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications from key clients. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.May coordinate closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Advises clients on loan products, options, rates, terms and collateral requirements.May advise business clients on cash management/deposits solutions.Advises clients, where possible, on business management and other financial matters.Develops and manages banking relationships, plans for prospective clients.Acts as the prime subject matter expert for internal/external stakeholders.Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.Monitors and tracks performance, and addresses any issues.Ensures proper documentations for loans and cash management services.Reviews loan applications and cash management service agreements for completeness and accuracy.Evaluates and structures loan requests, determining appropriate documentation for Approved loans.Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.Follows up after closing to insure all documents are completed and filed.Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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

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

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

Job Type:Permanent Reference code:125645 Primary Location:Toronto, ON All Available Locations:Toronto, ON; Burlington, ON; Kanata, ON; Ottawa, ON Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness. Experience a firm where wellness matters. Be expected to share your ideas and to make them a reality. Do you thrive on developing creative and innovative insights to solve complex challenges? Want to work on next-generation, cuttingedge products and services that deliver outstanding value and that are global in vision and scope? Work with premier thought leaders in your field? Work for a world-class organization that provides an exceptional career experience with an inclusive and collaborative culture?What will your typical day look like? T-SQL Programming Build new SQL views, stored procedures etc. Perform SQL query optimization. Node.JS/React.JS Development Frontend and backend web development ETL Data Processing SSIS package maintenance and development Reporting Tableau and Excel reporting Support MS Access database legacy applications Comprehend existing code for understanding, troubleshooting and code adjustments. Create user interfaces that meet Deloitte standards Communicate and interact with stakeholders to determine project requirements. Clearly document new requirements and processes and maintain existing process documents. About the teamAt Deloitte, we expect results. Incredible-tangible-results. And Deloitte Global professionals play a unique role in delivering those results. We reach across disciplines and borders to serve our global organization. We are the engine of Deloitte. We develop and lead global strategies and provide programs and services that unite our network. In Deloitte Global, everyone has an opportunity to lead. We see the importance of your perspective and your ability to create value. We want you to fit in-with an inclusive culture, focus on work-life fit and well-being, and a supportive, connected environment; but we also want you to stand out-with opportunities to have a strategic impact, innovate, and take the risks necessary to make your mark. Deloitte Global supports our talented professionals in answering the question: What impact will you make? Global Brand develops tools and resources to create an exciting and engaging brand identity consistent with our core values. Our digital solutions and strategies provide best-in-class presentation for elevating brand awareness to enhance our global presence while promoting collaboration and connectivity.Enough about us, let's talk about you Bachelor's degree in computer information systems or related degree or relevant experience Minimum 3 years of relevant work experience. Strong foundational knowledge in SQL. Clear understanding of queries, joins, indexes, views, built-in SQL functions and stored procedures. Strong foundational knowledge in an Object-Oriented Programming Language; preferably JavaScript Ability to understand the business needs and translate that to a technical solution. Ability to comprehend and analyze complex data interrelationships. Must be able to prioritize, take ownership of projects, and drive them forward to completion. Exceptional organizational, analytical, communications and interpersonal skills. Attention to detail is an essential skill. Ability to work independently on projects and contribute in team discussions. Excellent verbal and written communication skills to interact with individuals ranging from staff to partners. The following skills are beneficial but not required: Working knowledge in Access, VBA, Azure or other cloud platform, Tableau, ETL, and SDLC Total RewardsThe salary range for this position is $69,000 - $114,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Senior Brand Manager, SQL, Database, Developer, Cloud, Marketing, Technology

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

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

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

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

Application Deadline: 04/18/2024Address:60 Yonge StreetThe Underwriter is accountable for assessing the early death and early incidence of a critical illness for the purpose of determining accurate underwriting mortality and morbidity. This role is accountable to assess complex medical and avocational histories including current financial concepts in the Individual Life insurance space. This role is accountable to assess individual risk in accordance to established underwriting principles within their signing authority. This role is required to have advanced critical thinking, communication, negotiation and interpersonal skills. This role is also required to have advanced knowledge of current industry trends and a strong command of data and analytics skills. Accountabilities Medical/Non-Medical/Financial UnderwritingFollow the underwriting principles, directives, guidelines & manuals to assess the underwriting risk for New Business applications, Policy Changes for various product lines and distribution channels (Advisor, Direct, Creditor), including but not limited to the following key activities:Calculate appropriate age/amount requirements, auto/jumbo limits and initial and ultimate face amounts of coverage in accordance with external reinsurance treatiesReview and assess AML and governance risk in advance of placing the contract inforceAdjudicate client risk factors in the application and corresponding data elements in order to decide on the right mortality or morbidity riskReview and assess information from Attending Physician Statements and other medical specialists in order to assess life expectancyReview and determine Fair Market Value of Corporately owned policies to ensure amounts of coverage are justifiedWork with client advisory partners (Tax planners, Accountants, Lawyers) to ensure that data is accurately reflected in the risk assessment that is made, insurable interest and review of sales concept involvedLiaise with specialists, such as actuaries, medical providers or doctors, to understand the medical risk and other non-medical risk factors for the identified case Calculate underwriting decision and corresponding mortality rating based on medical experience and training, discussions with internal Medical Doctors, Reinsurance and ActuarialDecide whether the risk should be shared with a re-insurer and negotiate reinsurance agreements on all individual casesDecision the insurance policy and specify any additional conditions to be imposed based on the overall underwriting risk assessmentUpdate system and document notes and prepare for audit reviewCheck in force policies to ensure appropriate initial and ultimate amounts calculatedEnsure that the treaty terms for each Reinsurer on each product line is well understood and followed. Treaties are available to Underwriters and are housed in the Actuarial DepartmentEnsure MIB properly reviewed and coded on each caseEnsure communication is free of any personal comments. Documentation must be clear and concise and outlines methodology of risk assessment for auditing purposesPerform presentations and onsite visits with Nesbitt EIA's, Advisory brokers and Managing General Agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsAML (Anti-Money Laundering) Risk FrameworkRisk score all Universal Life clients and reviewing case parameters according to internal AML guidelinesWork with Corporate AML office on any findings required to change internal policy and procedures for underwritingPerform review of client applications and disclosuresAssess corporate entities based on shareholder ownership and company financialsSupport internal Business Unit Governance team on investigations and suspicious underwriting filesReinsurance NegotiationsReview and assess reinsurance decisions for market competitivenessNegotiate complex medical/non-medical/financial cases with reinsurer to obtain best offerReserve and manage appropriate capacity for large casesCalculate and reserve appropriate initial and ultimate amounts through reinsurance treaty parameters to anticipate future growth liabilitiesProvide insight and feedback to Director Underwriting on trending reinsurance decision and emerging trends for future RFP treaty negotiationsRisk ManagementFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesMust be clear and concise and outlines methodology of risk assessment for auditing purposesVisit brokers and managing general agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAuthorities To deliver on these accountabilities, these roles must have the following authorities:Information Access - Authority to use and access confidential information related to customer information, product and financial information. Authority includes accessing the internet for the purpose of gathering relevant data and current updates.Cross Functional Relationships To MGAs and brokersPerform analysis and provide feedback on quality of business to Director or Underwriting and VP Business DevelopmentProvide detail outcome of underwriting decision taken based on sound medical and financial underwriting analysisPerform presentations to MGA's and independent advisors on industry trends and complex medical underwriting filesMedical DoctorsReview and analyze reinsurance manuals to ensure accurate decision and adherence to reinsurance guidelines based on current reinsurance treaties in effectIdentify any blood/urine specimen trends and abnormalities based on parameters set by VP and Chief Corporate UnderwriterDecision complex medical situations to obtain complete picture for an accurate assessment of underwriting riskTo New BusinessIdentify missing information or additional information required to underwrite applications and advise New Business to gather the required informationAction application as per standards when New Business has updated the system with new informationEnsure system is clearly updated with decision including reinsurance and any applicable amendments, endorsements and/or special instructionsTo ReinsurersSubmit accurate information based on in force, initial and ultimate amounts on all facultative casesEnsure that treaty terms all well understoodEnsure that all accepted offers are communicated in timely manner and files updatedNegotiate the most competitive decisions based on qualitative material information gathered and sound judgmentTo ActuarialLiaise on reinsurance treaty termsLiaise on all special quote requestsLiaise on illustrations as requiredLiaise on Policy Changes as required and any special requests from Sales/Marketing Qualifications :KnowledgeUndergraduate degree5-10 years experience in an underwriting environmentALU II - working towards F.A.L.U.SkillsBusiness Numeracy (In-depth)Analytical skills (In-depth)Negotiation skills (In-depth)Bilingualism French and English is requiredCommunicationGrade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/07/2024Address: 979 Bank Street 6th FlrJob Family Group:Wealth Sales & ServiceProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).MBA considered an asset.LL.B/LL.L/LL.M is considered an asset.Life Insurance designation is considered an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$63,500.00 - $117,600.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionIn this exciting role with Manulife you will be responsible for the profitable management of a portfolio of group benefit clients, maintain and strengthen relationships with consultants/advisors, and work closely with them to ensure client happiness. This position will require you to meet annual financial, growth and profitability objectives for your assigned block of business.Capitalizing on sound industry knowledge, the Group Benefits Account Executive will develop and grow existing client and consultant/advisor relationships by delivering outstanding service, effectively communicate Manulife’s value proposition and group benefits products/services and represent Manulife professionally in client-facing meetings. You will keep clients and consultants/advisors advised on changes impacting Group Benefits and have an in-depth knowledge and understanding of Group Benefits products, services and workflows both internally and within the regional office environment.Excellent interpersonal skills, both spoken and written, and a passion for doing presentations and leading client meetings are a must to be successful in this role. The successful candidate will demonstrate outstanding negotiation/influencing skills and the ability to collaborate and work effectively with underwriting, customer service and other internal support teams.Key Accountabilities:Building and strengthening existing client and consultant/advisor relationships within the PrairiesAchieving annual sales, persistency, growth and profitability objectivesJob Requirements:Shown success in a similar role at Manulife, with another Insurer, or the Group Benefits industryStrong customer focusAbility to negotiate and influence effectively throughout the organizationExcellent presentation and communication skillsExcellent mathematical skillsAbility to think strategically and present innovative solutions to clients and consultants/advisorsOutstanding project management skills and ability to balance multiple exciting prioritiesProven track record to take initiative, be a strong self-manager and display integrityWillingness to develop as an expert in Group Benefit strategiesPositive relationship building and interpersonal skills together with strong active listening skillsSolid understanding of Excel, Word and PowerPointUndergrad degree or diplomaLife licensed, or ability to attain within 6 monthsDriver’s license and flexibility to travelAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

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.

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionSupportSupport Distribution partners in the acquisition of new business; participate and present in finalist presentations and implementation meetings on the Mid-Market Segments. Assist internal partners in acquiring new business by serving as a liaison; take part as a subject-matter expert in the short-list presentations and ongoing meetings for implementing new business.Respond to benefit plan inquiries and resolve escalated and complex inquiries from Plan Sponsors, Plan Advisors/Consultants, and internal department contacts. Owning and respecting the unique demands of each customer while being considerate of the time frame ensuring a thorough response.Champion for a successful outcome for all involved, the Service Relationship Specialist role is responsible for the successful resolution and negotiation of all service escalations. Advocate for a favorable conclusion for all parties. All service escalations must be successfully resolved and negotiate by the Service Relationship Specialist.Initiate Amendment requests ensuring that information is complete and outstanding requirements are obtained in a timely manner to meet deadlines and meet effective dates of plan changes. Collaborate with our Customer Experience/Operations teams to facilitate information-sharing and identify key issues with our online customer.Assist with general internal initiatives related to Group Benefits services, products, and procedures.Facilitate multiple meetings with our Plan Advisors/Consultants and Plan Sponsors as well as internal teams.Take on special projects and/or research assignments for client needs.AdviseAs the face of Manulife, you build and maintain successful and lasting relationships with existing and potential partners. Understand the intricacies and complexities of each Plan Sponsor's Group Benefits designs and the sophistication of the Advisors/Consulting houses. Prepare and analyze and interpret client reports for review. Generate client reports using web analytics platforms via various reporting tools, requiring analysis and comparison of many reports to ensure we are fulfilling our customer’s needs. Provide expertise on Manulife’s digital experience for group benefits clients (Web, mobile, voice), and highlight key features and functionality.Support group benefits clients in driving adoption of our digital tools and experiences among their plan members Provide reporting on digital uptake/usage to help group benefits clients understand overall plan health and identify areas of opportunity for education/engagement. You drive results by reviewing special requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies.Establish and maintain client relationships by identifying current or potential needs and promoting client retention.Providing recommendations on plan design, service options, technology solutions and any ongoing administration needs to the client.Applies understanding of legislative and privacy guidelines to assist in client meetings.EducateDeliver presentations to employee groups to facilitate enrolment and/or introduce their Group Benefits (in person or remote). Meet with plan administrators to train and educate them on effective methods of plan administration.Lead customer workshops and training around product updates & new features Maintain direct contact with clients/advisors, proactively planning your client meetings to ensure regular connections are made.When new products are launched in Group Benefits, take the Lead together with the Account Executive to learn, present and speak to these new services. Become the expert in delivering and educating clients on these services and how it affects their population and what amendments are required to their plans if any.Using our Seismic Tools to put presentations together to present and deliver our services to clients.Clients rely heavily on the Service Relationship Specialist on how to manage new services and products that are launched, or on any new legislative initiatives.Coaching mindset and abilities enabling to define solutions and delivering outcomes. Shared Responsibilities:Works with a Team of Account Executives and collaborates with other Service Relationship Specialists.Assist new Service Relationship Specialists with Job Shadowing and Buddy system to ensure all members of the team can successfully represent Manulife Group Benefits Services.This job description does not represent a comprehensive listing of job duties that are required of the employee performing this role. We reserve the right to change duties or assign additional duties at any time with or without notice.Job Requirements:Minimum three to five years of work experience in Group Benefits. In-depth knowledge and understanding of the Group Benefits products and services.Building and strengthening existing client and consultant/advisor relationships.Proven ability to take initiative, be a strong self-manager and display integrity.GBA designation or working towards the designation an asset.Good knowledge of underwriting concepts. Strong technical and demonstrated analytical skills using Microsoft Office products, Excel and/or PowerPoint, Web Analytics platforms, to arrange and display relevant information during customer business reviews.Excellent presentation skills and the ability to influence decision makers in various areas of organization.Supports, participates, and presents in Mid-Market Finalist Presentations to attain new and keep existing Business out to Market.Strong customer-facing skills including expectation management, communication skills, information management.Ability to work independently and in a team setting, self-starter, innovative thinking with a keen eye for results and driven by quality.Outstanding analytical, strategic, and problem-solving thinking ability - enabling the candidate to recognize issues, outline possible implications and suggest solutions.Relationship-oriented; must be comfortable working with a wide range of individuals at different levels, managing across, up, and down and self-manage to meet timelines of multiple priorities.Capability to determine sensitive client needs or issues.Must have a valid driver’s license and a personal automobile.Competencies:Proven ability to determine business priorities, meet goals, manage high volumes of work.Excellent analytical, problem solving, interpersonal, organizational and time management skills.Negotiation and influencing skills.Strong attention to detail.Champion of superior service delivery and customer service, oral and written communication skills.Good understanding and knowledge of Manulife’s administrative systems.Independent, self-motivated individual with ability to manage multiple tasks and deadlines simultaneously.Strategic and creative thinker focused on finding solutions to unique Plan Sponsor needs.Persuasive communicator with an ability to clearly articulate ideas and present information.Collaborating internally across multiple departments.Ability to be flexible and empathetic and ability to manage conflicts.Proficient in the use of modern technology.Know and understand the growth and persistency strategies.Presenting together with the Account Executives at Client Service Meetings. Taking initiative to prepare and structure these meetings.Service Relationship Specialist attends all meetings for client’s re-enrolment of flex benefits with our Admin Advantage Teams and helps facilitate and ensure all tasks are brought to completion.Attend ongoing service meetings, maintaining and facilitating action logs with head office areas.Excellent planning and project management skills with a confirmed ability to complete projects within tight timeframes.Must be fully bilingual both oral and written (in Quebec only).Decision Authorities: This role directly impacts the Sales, Profitability and Persistency of the overall Distribution offices.Keeping existing clients by ensuring any potential service issues are resolved promptly and putting checks in place to prevent issues from reoccurring.Educating Clients on Manulife’s Group Benefits services that they would benefit from.Key Challenges:Managing high volumes of work within tight time frames and balancing competing priorities.Working with many Advisors/Consultants and Account Executives and balancing their demands, needs and expectations.When a service issue is identified, these could have a financial implication, it is critical that the issue be managed to resolution while ensuring that service and quality are maintained.Working Conditions:Occasional travel will be required within your region to Client Meetings, Wellness Fairs, Employee Sessions.This role will occasionally require working outside traditional business hours to meet client needs. Example - employee sessions for night shift workers.Work Smart options are available.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$56,400.00 CAD - $94,000.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

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.