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

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Advertising Sales Consultant

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Area Sales Consultant

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Automotive Sales Consultant

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B2B Sales Consultant

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Bathroom Sales Consultant

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Business Sales Consultant

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Direct Sales Consultant

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Enterprise Sales Consultant

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Field Sales Consultant

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Financial Sales Consultant

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Golf Sales Consultant

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HVAC Residential Sales Consultant

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Inbound Sales Consultant

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Industrial Sales Consultant

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Inside Sales Consultant

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Insurance Sales Consultant

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Internal Sales Consultant

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International Sales Consultant

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Life Insurance Products Sales Consultant

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Life Insurance Sales Consultant

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Luxury Sales Consultant

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Media Field Sales Consultant

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Media Sales Consultant

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Mortgage Sales Consultant

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New Homes Sales Consultant

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Outbound Sales Consultant

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Outside Sales Consultant

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Real Estate Sales Consultant

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Recruitment Sales Consultant

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Regional Sales Consultant

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Showroom Sales Consultant

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Ski Sales Consultant

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Technical Sales Consultant

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Telephone Sales Consultant

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Travel Sales Consultant

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Van Sales Consultant

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Wireless Sales Consultant

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Sales Representative
Industrielle Alliance - Agence Québec Rive-Sud, Moncton, NB
Did you know that 80% of active Sales Representative / financial advisors have not studied finance? Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! license paid by the company, full benefits, group insurance and group RRSP. Come meet us and take the personality test to see if you have the job profile! Being a financial security advisor is a constructive job that aims to recommend financial solutions and advise people in achieving their financial goals, their choices of savings, investment products, insurance and even more…. Your mission: that customers are confident and secure in relation to their future. The partnership with senior advisors, a clientele in place, an assistant are only a few means at your disposal to facilitate the development of your clientele. Come work for a company that promotes teamwork, a climate of high performance, continuous improvement, respect for individuals and distributors and a service mentality. Description of tasks: Recommend and advise clients in their choice of savings and investment products, guide them in their choice of mortgage, life insurance, mortgage insurance and others. Advantages: A management team in place to support you on a daily basis, free access to premises, advantageous salary including commissions and bonuses (according to the personal objectives established), access to a team of financial planners to assist you in your complex files and to a team of trainers to improve your skills in the products offered by the company. For more information or to apply, contact us! As a consultant, it is imperative to be customer service oriented, and do you have any of these qualities? -Sociable and good communicator-Passionate, ready to take on challenges-Efficient, action and results oriented-Ready to make a difference-Confident and go-getter-Attentive to others and their needs. Then this career is for you.
Technical Sales Representative - Power Generation
Wajax Limited, Moncton, NB
The Opportunity Accountable/responsible for growing industry revenues within Top industry account portfolios and drive the acquisition of large new accounts ($60K - $500K) Lead the sales strategy and plan, including customer target accounts, prospecting, sales lead follow-up and maintaining a strong relationship with existing customers Retain and grow business relationships with Top accounts by proactively identifying opportunities and presenting innovative solutions The Role Source and prospect new clients continually; conduct sales calls, including cold calls and lead and referral follow up to present product solutions and increase sales in assigned territory. identify and build relationships with decision makers within existing accounts, creating an on-going relationship strategy, cultivating partnering relationships, and establishing Wajax as a trusted advisor. Review and provide input on target client opportunities while ensuring alignment with overall account strategy Forecast, deliver, and adjust accounts to ensure success against contract terms. Coordinate with product experts to identify and capitalize on expansion and cross-selling opportunities within existing accounts. Conduct follow up with customers on orders, quotes and service requested; undertake activities to ensure the sale, such as sourcing of competitor information and analysis of competitor product offerings, application, and pricing to overcome client objections. Develop proposals and quotes based upon client needs, specifications, and product offerings. Full compliance with Impact sales process and installed CRM tools (Salesforce) The Candidate Education: Bachelor's degree / College Diploma Work Experience: Minimum 4 years with proven record of accomplishment in attaining/exceeding account management and sales goals The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.
Relationship Manager - Transportation Finance Sales
BMO, Vancouver, BC
Application Deadline: 03/31/2024Address:595 Burrard StreetFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications from key clients. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.May coordinate closing with closing department, clients and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Advises clients on loan products, options, rates, terms and collateral requirements.May advise business clients on cash management/deposits solutions.Advises clients, where possible, on business management and other financial matters.Develops and manages banking relationships, plans for prospective clients.Acts as the prime subject matter expert for internal/external stakeholders.Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.Monitors and tracks performance, and addresses any issues.Ensures proper documentations for loans and cash management services.Reviews loan applications and cash management service agreements for completeness and accuracy.Evaluates and structures loan requests, determining appropriate documentation for Approved loans.Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.Follows up after closing to insure all documents are completed and filed.Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Senior Consultant, Solution Development and Transformation
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG leading managed services practice is a key growth area within Canada and provides a comprehensive suite of managed services, from across a variety of business pillars including Risk and Regulation, Cyber Services, Financial Crimes and Third Party Risk Management to join our growing team as a Senior Consultant, Business Enablement within KPMG's Managed Security Services practice. This is an exciting opportunity for talented, energetic people to join a practice that is experiencing significant growth. We are looking for candidates who have demonstrated academic, business and technical excellence, strong all-around capabilities, and fit with our diverse culture. Individuals who can work in a dynamic, fluid and entrepreneurial environment will excel, and will find a wide range of opportunities within our growing practice. It is an excellent opportunity for those that are looking to work in a firm and department with great career progression opportunities and wanting to be part of building a premier managed service team. What you will doYou will support senior leadership with the development and deployment of new managed services solutions. Solution Development: Develop project plans Manage activities and internal stakeholders in delivery of the solution Develop solution specific dashboards Support marketing and communications development Key Practice Activities: Maintain and update monthly leadership dashboard Track practice investments and financial status Track solution sales, cross sales and opportunities Support internal risk management activities What you bring to the role 2-3 years of consulting experience with a background in risk and or managed services Project management experience Strong verbal and written skills Strong presentation skills Experience with Power BI Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Customer Care Travel Sales Ambassadors Remote
BMO Financial Group, Toronto, ON
Application Deadline: 05/30/2024 Address: VIRTUAL59 - HomeRes - ON - BMO Job Family Group: Customer Shared Services The AIR MILES Reward Program is one of Canadas most recognized loyalty programs, with over 10 million active collector accounts, representing more than half of all Canadian households. AIR MILES collectors earn Reward Miles at more than 300 leading Canadian, global and online brands and at thousands of retail and service locations across the country. AIR MILES is a wholly owned subsidiary of the Bank of Montreal (BMO). BMO is Canadas oldest bank and the 8th largest in North America with more than 12 million customers globally. We are looking for people who share our passion for helping people, who are curious and will dare to try new things, people who want to be part of a team, who communicate authentically, and who want to give back to the community. Helping our Collectors resolve issues and maximize their earning potential in the Program while driving engagement while providing exemplary customer service. Responsibilities: Help Collectors set new PINs, teach them how to navigate the website, assist with their concerns and sometimes just listen. Provide outstanding Customer Service. Interact with Collectors over the phone, chat or email and assist them with their needs. Offer support while connecting and engaging. Service incoming inquiries related to travel products, inquiries and reservations. Handle escalations and offer feedback while providing positive insights to our program. Answer Collectors questions via chat, phone, and social media. Listen, ask questions and empathize with Collectors. Be knowledgeable about the AIR MILES Reward Miles merchandise and travel portfolios such as entertainment, sports, leisure, and retail certificates, along with flights, cars, hotels, travel insurance and other travel services. Drive value for Collectors through insights and what you know about them to engage them further in the Program Qualifications: Travel Agency experience as a Travel Agent is a Must Must have access to high speed internet with a minimum download speed 20 Mbps and a minimum upload speed 3 MbpsPing less than 100 ms (Your internet provider can confirm) Providers in your area must have a hardwired DSL, Fiber, or Cable Internet via an Ethernet connection (Dial up, Wireless, or Satellite internet service cannot be used) Fluent in written and spoken English. Previous work experience and/or education in the travel industry (preferred), along with experience interacting with customers in a various channels in a call center or customer service environment. Previous sales experience is an asset. Genuinely care about solving problems and providing exceptional Customer Service. Ability to listen, understand, engage and respond appropriately and professionally. Dependable, reliable, act with integrity and exercise discretion and good judgment Self-starter who takes initiative to learn new skills, solve problems, be resourceful and be adaptable to change. Willingness to be active participant in our coaching culture and demonstrating the ability to receive, provide and implement coaching feedback and have a can do attitude. Computer and web-savvy with the ability to navigate multiple software applications. Experience working in a Travel GDS system is an asset (Sabre preferred). Tico certification is an asset. Ability to work independently in a virtual environment where you work remotely with coworkers and leaders from the comfort of your home. Note: You must have flexibility to work throughout the hours of operation. Your shifts are subject to change and selected based on tenure and channel. The current Customer Care Operating hours are as follows (subject to change): Voice / Chat - English: Monday - Friday 8 am to 10 pm and Saturday 9 am to 6 pm. Voice / Chat - French: Monday - Friday 8 am to 7 pm and Saturday 9 am to 6 pm. Social Media Monday - Saturday 8 am to 10 pm. Eastern Standard Time Note: Upon completion of Ambassador, Customer Care training, which includes Customer Service training, Travel Sales training, and an opportunity to apply your new knowledge and skills, you will progress into the role of Senior Coordinator, Reservation Change. Compensation & Benefits: $ 37,050.00 - $ $49,725.00 The base salary represents BMO Financial Groups hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. Base salary is one component of BMO Financial Groups total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Total Rewards. Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
SAP Senior Consultant
PwC, Montreal, QC
A career within SAP Consulting services, will provide you with the opportunity to help our clients maximise the value of their SAP investment with offerings that address sales, finance, supply chain, engineering, and human capital. We provide comprehensive consulting, system integration and implementation services across multiple SAP applications, products and technologies. Simply put, we focus on delivering business led, technology enabled change for our clients including industry specific enterprise resource planning and the latest in mobile, analytics and cloud solutions. Meaningful work you'll be part of As a SAP Solution Architect Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Responsible for developing strategic client relationships while providing high quality work across multiple client projects as a functional solution architect • Responsible for overseeing functional teams to drive solution design and implementation of SAP procurement and supply chain technology solu tions like SAP MM, SAP SD, SAP IM/ WM , and SAP PP • Proven leader with in-depth knowledge of Procurement & Supply Chain-related business functions and SAP functionality to drive development of client offerings and end-to-end transformati on projects • Responsible for contributing to development of goals, objectives and focus areas for practice staff • Responsible for building solid and collaborative relationships with team members, foster a productive team environment • Responsible for solution strategy and project delivery as a SAP Solution Lead • Lead client, PwC and technology partner teams to plan, manage and deliver high quality engagements • Developing solutions based on common issues facing clients who provide products and services (e.g., aer ospace and defense, automotive, consumer and retail, energy, industrial products, technology or utilities) • Identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to i dentify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection • Contribute to teams to generate a vision, establish directi on and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation • Engage the SAP team through business development and proposal opportunities • Lead and mentor the junior client and PwC person nel through the project lifecycle Experiences and skills you'll use to solve • Strong prior experience in managing strategic client relationships while providing high quality work across multiple client projects • Strong prior experience in leading implementation of SAP procurement & supply chain modules like Materials M anagement, Warehouse Management and SAP IBP • Previous experience in leading a functional team of consultants through all phases of an implementation project • Proven experience in ability to integrate complex and divergent requirements into a simple, intuit ive, and successful SAP solution design • Proven experience in developing solution architecture leveraging SAP technologies to enable clients business processes • An interest in deepening your procurement and supply chain business acumen, technical knowledge , particularly with SAP's newer cloud technologies • An interest in upskilling for a digital world and technology trends, an openness to learning new tools and adapting how you work • Deep understanding of procurement and supply chain business functions and expertise working in different industries (eg CPG , Manufacturing, Retail etc) • Proven track record of success fully delivering SAP application solutions with at least two end to end SAP S/4 HANA implementation project on premise and Cloud edition • Post secondary education considered an asset • The successful candidate requires fluency in English, in addition to French as they will be required to support or collaborate with English-speaking clients, colleagues and/or stakeholders during the course of their employment with PwC Canada • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Solutions Consultant Pre-Sales)
ADP, Inc., Mississauga, ON
ADP is hiring a Pre-Sales Solutions Consultant. Are you looking to join a dynamic, inclusive team environment with a culture of collaboration and belonging? Are you ready to grow your career with a formal career path at an established, respected global leader? Is your desire to learn and grow insatiable? Are you motivated by always progressing and achieving more? Most importantly, do you love people and thrive in a fast-paced, collaborative environment? Oh yes, we used the word ''L,'' and it's serious.) Yes? We had a feeling this could be a perfect match. Don't just take our word for it… read on and see for yourself! A little about ADP: We are a global leader in human resources technology, offering the latest AI and machine learning-enhanced payroll, tax, human resources, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. We've received recognition as a global Best Places to Work and a recipient of many prestigious awards for diversity, equity, and inclusion, including a DiversityInc Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. As part of our deep DEI commitment, our CEO has joined the OneTen coalition to create one million jobs for Black Americans over the next ten years. Learn more about DEI at ADP on our YouTube channel: http://adp.careers/DEI_Videos. As a Pre-Sales Solutions Consultant, you’ll be a trusted advisor to our clients and prospects. Using your expertise and consulting skills, you will help solve their most critical HCM Compliance, HRIS Technology, and other, business issues allowing them to focus on their core business. You will increase sales performance by working directly with sales professionals to identify, develop, and present business solutions with the latest messaging techniques to buyers over the phone/in person. WHAT YOU'LL DO, what you can expect on a typical day: Grow Our Business While Growing Yours: With your knowledge of human resources, payroll, and workforce management practices, you will consult clients about people, processes, workflow, and operating procedures. Turn Prospects into Loyal and Referring Clients: You understand client business requirements and then can configure the solution to demonstrate ADP's ability to solve client issues and ensure client expectations align with ADP's delivered solutions. Collaborate Daily: You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners and overall network while demonstrating grace under pressure and the highest ethical standards. TO SUCCEED IN THIS ROLE: Positive Self Starter: You can manage your time well, prioritize deliverables, and manage multiple engagements with the best of them. New product innovations invigorate and intrigue you. Figuring out the best way for organizations to use the solutions available gets your blood pumping! Strategic Partner: Increase sales performance by partnering with sales professionals or teams) to present Human Capital Management strategies and business solutions to clients. Provide critical insights to the Product Development teams on what organizations are looking for now and what emerging trends you see through your interactions. Problem Solver: You have a curious mindset and are tenacious when presented with a challenge shared by a customer. Your goal is to find a solution that is an excellent balance for the customer and ADP. Knowledge Seeker: You take the formal instruction provided and take it to the next level. You have a curious mindset and are happiest when you can participate in 'creative play.' Trying out different scenarios to test real-life scenarios to determine the best fit for the technology. YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: Be your true self in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and Insights Grow your career in an agile and fast-paced environment. Continuously learn through ongoing training, development, and mentorship opportunities Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones Balance work and life. Recourses and flexibility to more easily integrate your work and your life Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another. Join a company committed to giving back and generating a lasting, positive impact on the communities in which we work and live. If you've made it down this far, we must ask: What are you waiting for? Apply now! Visit: jobs.adp.com #LI-DF1 #LI-Hybrid TO SUCCEED IN THIS ROLE: Required qualifications. NPI Payroll Certification or HR Certification Three to Eight years of Payroll or HR or Workforce Management experience Prior work experience in the Payroll/HR Industry Related technical certifications. Deep knowledge in a specialty, like recruitment, global payroll, etc Bilingual French) Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. For British Columbia, salary range for this role is: $56268 - $95795 / Year Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $56,268.00 - $95,795.00 / Year Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.
Solutions Consultant Pre-Sales)
ADP, Inc., Mississauga, ON
ADP est à la recherche d'un conseiller en affaires, Gestion du capital humain GCH). Merci de votre intérêt! Laissez-nous vous en dire un peu plus... Misez-vous sur les mesures de suivi qui vous aident, vous et vos clients, à travailler plus intelligemment, à relever de nouveaux défis et à tirer parti d'un monde de possibilités? Votre désir d'apprendre et de vous perfectionner est-il insatiable? Êtes-vous motivé par le progrès continu et l'atteinte d'objectifs toujours plus élevés? Est-ce que rien ne vous arrête jusqu'à ce que vous atteigniez votre objectif? Plus important encore, aimez-vous les gens et vous épanouissez-vous dans un milieu collaboratif au rythme rapide? Eh oui, nous avons parlé d'amour, et c'est sérieux à ce point.) Oui? Nous avions le sentiment que vous étiez un candidat idéal. Ne vous contentez pas de nous croire sur parole...poursuivez votre lecture et constatez-le par vous-même! Tout d'abord, laissez-nous vous donner de plus amples détails au sujet d'ADP. Nous croyons que les grandes entreprises sont bâties par des gens formidables -- et pour eux. Chaque jour, nous nous efforçons de concevoir une meilleure façon de travailler afin d'aider les employés d'entreprises du monde entier à rester productifs et à réaliser leur potentiel. Nous axons toujours le développement sur les personnes, en commençant par notre propre culture unique et par des gens comme vous. En tant que conseiller en affaires GCH, vous serez un conseiller de confiance auprès de nos clients. Vous utiliserez votre expertise du service ADP et vos compétences en matière de conseil pour les aider à relever les défis les plus critiques pour leur entreprise -- conformité en matière de RH, technologie RH, et une solution qui les aidera à se concentrer sur leur noyau d'activités. Vous augmenterez la performance au chapitre des ventes en travaillant directement avec les professionnels de la vente afin de déterminer, de développer et de présenter aux acheteurs, au téléphone, des solutions d'entreprise en recourant aux plus récentes techniques de messagerie. Est-ce vous? Défenseur passionné. Renforcez les relations avec les clients et défendez leurs intérêts, tout en obtenant des résultats mesurables. Chercheur de solutions flexible. Vous excellez pour résoudre des problèmes et arrivez toujours à trouver la bonne réponse, même en période de changement rapide. Une soif de savoir insatiable. Vous apprenez, progressez, posez des questions et remettez en question « ce qui se fait depuis toujours », constamment. VOTRE MISSION : Responsabilités Augmenter la performance au chapitre des ventes en faisant équipe avec des professionnels de la vente ou des équipes) pour présenter aux clients des stratégies et des solutions de gestion du capital humain. Consulter les clients et leur présenter des personnes, des processus, des flux de travaux et procédures d'exploitation. Comprendre les exigences commerciales du client et configurer la solution pour démontrer la capacité d'ADP à résoudre ses problèmes. Répondre rapidement et de manière créative aux questions difficiles en faisant montre d'un sens aigu des affaires. Soutenir le processus de réponse aux appels d'offres et les démonstrations écrites dans votre domaine d'expertise. Développer des compétences techniques et une expertise fonctionnelle des produits/services. EXPÉRIENCE EXIGÉE : Exigences obligatoires Au moins 2 à 4 années d'expérience professionnelle connexe. LES ÉLÉMENTS SUIVANTS CONSTITUENT DES ATOUTS : Qualifications privilégiées Expérience de travail avec des produits et des processus technologiques. Connaissance des pratiques, de la conformité et de la technologie liées aux ressources humaines. Capacité à apprendre rapidement la technologie grâce à des cours et à l'autoformation. La connaissance de l'impartition des processus d'affaires est souhaitée . Utilisation stratégique des connaissances et de la compréhension de la concurrence. Capacité de travailler et à obtenir de bons résultats sous pression. Solide esprit d'équipe, de collaboration et d'initiative. Solides compétences en présentation, y compris la capacité de présenter des sujets complexes d'une manière qui en simplifie la compréhension. Une certification RH de premier plan dans l'industrie constitue un atout important : PHR, SPHR, SHRM-CP, OU CPP. VOUS AIMEREZ TRAVAILLER ICI PARCE QUE VOUS POURREZ : Laisser votre marque. Nous voulons que vous remettiez les choses en question, et nous sommes ouverts aux nouvelles idées. Garder une longueur d'avance. Un environnement agile et dynamique offre de nombreuses possibilités d'avancement. Être en pleine santé. Les meilleurs avantages sociaux dès le premier jour, parce que des associés en bonne santé sont des associés heureux. Équilibrer travail et vie personnelle comme un pro. Ressources et flexibilité pour intégrer plus facilement le travail à votre vie. Être rémunéré pour donner au suivant. Congés payés par l'entreprise pour faire du bénévolat pour des causes qui vous tiennent à cœur. Si vous avez lu jusqu'ici, nous devons vous demander ceci : Qu'attendez-vous? Soumettez votre candidature dès maintenant! Diversité, équité, inclusion et égalité d’accès à l’emploi chez ADP: ADP affirme que l’inégalité est préjudiciable à ses associés, à ses clients et aux communautés qu’elle sert. Notre objectif est d’apporter un changement durable grâce à nos actions. Nous unissons nos forces afin d’assurer l’égalité et l’équité. ADP est engagée à l’égard de l’égalité d’accès à l’emploi, sans distinction relative à toute caractéristique protégée, notamment la race, la couleur, l’information génétique, la croyance, l’origine nationale, la religion, le sexe, l’orientation affective ou sexuelle, l’identité ou l’expression de genre, le statut d’étranger légal, l’ascendance, l’âge, l’état matrimonial ou le statut d’ancien combattant pris en charge, et elle ne fera aucune discrimination fondée sur une limitation fonctionnelle. Nous soutenons un milieu de travail inclusif où les associés excellent en fonction de leur mérite personnel, de leurs compétences, de leur expérience, de leurs aptitudes et de leur rendement. Éthique chez ADP: Depuis longtemps, ADP est fière de mener des affaires selon les normes éthiques les plus élevées et conformément à l’ensemble des lois applicables. Nous nous attendons également à ce que notre personnel respecte nos valeurs avec une grande intégrité et se comporte de manière à favoriser un milieu de travail honnête et respectueux. Cliquez sur ce lien https://jobs.adp.com/life-at-adp/ pour en savoir plus sur la culture et l’ensemble des valeurs d’ADP.
BUSINESS SOLUTIONS CONSULTANT – EAMM/CMMS
ADNM International Inc., Laval, QC
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
Inside Sales Wholesaler, Retail Distribution - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/21/2024Address:100 King Street WestAssociate, Internal Sales, Retail Distribution - BMO Global Asset ManagementThe Associate, Internal Sales, Retail Distribution will be responsible to promote and sell BMO Global Asset Management (BMO GAM) investment & portfolio solutions products and services within the internal distribution channels in P & BB (Personal & Business Banking). Results will be attained through the initiation and execution of sales coaching calls to Personal Bankers in their regions. Also, support and sales activities & events in partnership with the Senior Associate's sales & business development objectives.Provide internal phone sales support to Personal Bankers for the BMO Global Asset Management line of business through promotion of Mutual Funds & investment solutions.Partner with Regional Sales Managers in the implementation of sales strategies for GAM Retail investment products & services within P&BB distribution channels in the region.Engage and conduct coaching and training via phone/video sessions individually or in a group setting to increase awareness and penetration to internal partners through phone meetings, workshops, webinars, branch huddles and seminars.Be the point of contact for internal partners across assigned regions for any BMO Global Asset Management Retail investment related queries.Proactively identifying coaching and training opportunities by analyzing various metrics such as branch segmentation, penetration rates, branch needs and scorecard results.Create, build and maintain strategic working relationships with internal partners throughout the distribution channels within BMOFG.Help develop sales tools/strategies and tactics aimed primarily at BMs, PBs/PBAs and FPs to engage, and increase P&BB Retail Mutual Fund SalesConduct regular best practices sessions and presentations on selling techniques, provision of scripts and/or campaign info on behalf of P&BB Sales.Assist Regional Senior Assoicate's in territory management.Operates in multiple working relationships/partnerships/environments.Assists in direct client education of BMO GAM Investment Solutions to end investors as required through seminars & webinars or joint calls with branch advisors.Responsible for managing various incoming sales leads and assignment to appropriate partners in branches.Participate in direct client sales initiatives undertaken in partnership with the Regional Senior Associate or Marketing as required.QualificationsTrack record of consistent Personal Banker performance related to investment sales results preferred.Completion of IFIC (Mutual Funds Investments Course) or CSC (Canadian Securities Course). Canadian Practices Handbook (CPH) added benefit.University degree or College diploma required, related industry courses ideal.Minimum 3 years of financial services industry and investment product sales experienceIn-depth knowledge of BMO Funds and Mutual Funds organization and Banking Group interrelationships.Proven Sales experience and client relationship management experience required.Strong relationship skills, interpersonal, and communication skillsStrong presentation and facilitation skillsFamiliarity with retail investment products and distribution channels within the marketplaceMust be proactive, driven and motivated with a positive attitude and a desire to develop businessGrade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Wealth Planning Consultant
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:3985 Highway 7 EastProvides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).Accounting experience + CPA is an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Wealth Planning Consultant
BMO, Ottawa, ON
Application Deadline: 04/07/2024Address: 979 Bank Street 6th FlrJob Family Group:Wealth Sales & ServiceProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).MBA considered an asset.LL.B/LL.L/LL.M is considered an asset.Life Insurance designation is considered an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$63,500.00 - $117,600.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Wealth Planning Consultant
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 3985 Highway 7 East Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset. Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required. Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results. Develops internal/external networks and referral sources to grow business within the assigned region. Ensures that the region's client experience standards for financial planning and client relationship development are met. Acts as a trusted advisor to assigned business/group. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Works closely with Investment Advisors in the development and delivery of HNW management solutions. Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches. Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required. Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required. Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions. Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications. Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals. Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients. Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives. Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings. Protects the Banks assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study. Experience in selling to Investment Advisors or HNW clients. Experience in financial planning is an asset. CFP designation (IQPF in Quebec). Accounting experience + CPA is an asset. Working knowledge of financial planning software (NaviPlan an asset). Trust & Estate Practitioner. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $63,500.00 - $117,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Technical Sales Representative- Bearings, Power Transmission
Wajax Limited, Timmins, ON
The Opportunity Accountable/responsible for growing industry revenues within Top industry account portfolios and drive the acquisition of new large accounts ($60K - $500K). Lead the sales strategy and plan, including customer target accounts, prospecting, sales lead follow-up and maintaining a strong relationship with existing customers. Retain, grow business relationships with Top accounts by proactively identifying opportunities and presenting innovative solutions, and overcoming obstacles with drive, passion and resilience. The Role Source and prospect new clients continually; conduct sales calls, including cold calls and lead and referral follow up to present product solutions and increase sales in assigned territory. identify and build relationships with decision makers within existing accounts, creating an on-going relationship strategy, cultivating partnering relationships, and establishing Wajax as a trusted advisor. Strong aptitude for driving Key Account growth through engineered services. Review and provide input on target client opportunities while ensuring alignment with overall account strategy Forecast, deliver and adjust accounts to ensure success against contract terms. Coordinate with product experts to identify and capitalize on expansion and cross-selling opportunities within existing accounts. Conduct follow up with customers on orders, quotes and service requested; undertake activities to ensure the sale, such as sourcing of competitor information and analysis of competitor product offerings, application and pricing in order to overcome client objections. Develop proposals and quotes based upon client needs, specifications and product offerings. Full compliance to Impact sales process and installed CRM tools (Salesforce) The Candidate Education: Bachelor Degree / College Diploma, Technical Engineering preferred Work Experience: Minimum 4 years with proven track record in attaining/exceeding account management and sales goals through the promotion of process equipment including mechanical equipment, instrumentation products, and process pumps. Knowledge: Leadership level industry experience and knowledge of broad industry sectors solutions such as mining, pulp and paper, and municipal markets. Proficiency: Microsoft Office, including Outlook, Excel, Word and PowerPoint The Company Since 1858, Wajax has been a leading industrial products and solutions provider continually innovating to serve Canadian industry coast-to-coast. We work in an extensive range of industries and core sectors of the Canadian economy including energy and renewables, food and beverage, construction, industrial/commercial, transportation, forestry, mining, metal processing, and oil and gas - to name a few. Everything we do is powered by people passionate about making a difference and who are dedicated to driving Canadian industry forward. People who provide the experience and expertise that support the industries that build our cities, power our businesses, put a roof over our heads and food on our tables. Wajax offers a total compensation package that includes competitive pay, comprehensive benefits, learning and development, as well as some unique additional “perks.” Highlights include: Competitive health and dental benefits with no waiting period for eligibility (100% employer paid premiums), plus health spending account. Wajax led e-learning, and product training through industry leading manufacturers. Exclusive discounts with a variety of manufacturers and service providers such as Ford, GM, Chrysler, Dell, TELUS, a group mortgage, home & auto insurance program, pet insurance, footwear & workwear, fitness membership, perkopolis, and more. Recognition program where points are earned for merchandise or gift certificates, plus cash awards. Flexible work arrangements. Award-Winning Health and Wellness Program. By working with Wajax, you become part of an inclusive and diverse team that is dedicated to innovation and teamwork. We are committed to employing a workforce that is representative of the diverse communities across Canada in which we do business. As an equal opportunity employer, please inform us if any accommodation is required if contacted for an interview. As a condition of employment, final candidates will be subject to pre-screening. \\ Together we get more done.
Personal Mortgage Consultant
Manulife Financial Corporation, Vancouver, BC
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionAs a Personal Mortgage Consultant (PMC) for Mortgage Brokers you will be responsible for growing our Mortgage Broker channel through the promotion and education of our Manulife Bank solutions. This will involve managing and deepening existing mortgage broker relationships and prospecting for new ones. You will continually grow positive relationships through targeted call campaigns, virtual meetings and professional telephone and email sales activity. Your depth of underwriting knowledge will allow you to offer mentorship and support to the broker on how to best position and package mortgage deals for submission.The ideal candidate is dynamic, loves challenging themselves, and has a fun competitive spirit. Your leader and your team will give you all the support, intensive coaching and training you need.Key Accountabilities:Education:Understand and present our selling strategy to mortgage brokers through our Manulife Bank sales education seriesWork with External Business Development Managers (BDM) to determine ideal candidates for the educational programProvide knowledge checks along the way to master statusDevelop, host and present virtual meetings for all brokers on your listFile Management:Support the broker through the entire process from pre-application to fundingProvide support and management to National Desks to solicit mortgage dealsManage funding ratios with brokers in their portfolioProcess referred and existing broker client deals.Relationship Management:Manage the transition of mortgage brokers to the external BDM upon successful completion of the educational series and achievement of a volume threshold or target # of funded deals.You will also manage the transition of mortgage brokers who fall below the required threshold for external BDM support to your support.Complete analysis of the mortgage brokers to identify who should be terminated from the relationship with Manulife Bank based on production.Build relationships and collaborate with key partners across the organization to facilitate Mortgage Broker requests (i.e. Compliance, Client Services, Marketing, Events, Product, etc.)Sales Planning:Handle and coordinate your daily tasks effectively to achieve efficiency metrics in a way that best supports mortgage brokers and the sales region as a wholeLeverage technology to build efficiencies within your territory and overall sales teamSkills Required: Proven ability to persuade and negotiate through consultation and active listening skillsProven sales competence, business development and prospecting aptitudeExecution of a repeatable and measurable sales processAbility to provide underwriting expertiseAble to nurture positive relationships with both clients and internal partnersHas strong time management skills and the ability to prioritizeDemonstrates effective communication, organization and collaborationTakes initiative, is a positive influence and thrives in a fast-paced work environment - a fast learner and self-starter with a strong desire to winIs flexible and able to adapt to change, including changing priorities and tight deadlinesHas strong problem-solving and analytical skills; ability to investigate problems without supervisionIs results driven and team orientedComfortable with pay-for-performance compensation structureCoachable: Being receptive to feedback, willing to learn, embracing continuous improvementQualifications:College or University degree in a related fieldMinimum 2 years experience in the banking and mortgage brokerage industryStrong understanding of mortgage underwritingExperience conducting virtual meetings and presentationsExperience with Salesforce.com is preferredFamiliarity with Microsoft Office, including intermediate level of expertise using ExcelKey Performance Goals/MeasurementAchieve specific # of funded deals and volume targetsWorking Conditions: Limited travel may be requiredOutstanding compensation & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year)Grow your career at Manulife in roles in our Banking, Insurance, Marketing and Asset Management areasAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Marketing Consultant, Digital Health Marketing & Sales Enablement
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact, and drive real change with our Winning Team today. Job summary:The Group Benefits Marketing team delivers innovative digital marketing focusing on health and wellness benefits and experiences that help our customers live better, healthier lives, and build strong organizations. Reporting to the Director, Health Marketing & Strategic Partnerships the Marketing Consultant, Digital Health Marketing & Sales Enablement will develop marketing collateral and campaigns for our stakeholders, support marketing operational efficiencies, and execute on digital marketing strategies that effectively engage our members and sponsors. Key responsibilities: assist in the implementation of marketing strategies and programs in collaboration with our internal business partnerswrite, edit, and generate high-quality digital content for internal and external clientsdesign, develop, and deliver digital marketing campaignsdeliver against new and existing marketing campaigns, while ensuring alignment with specific business critical metricscollaborate with stakeholders to measure campaigns and report on program effectiveness ensure marketing materials support and align with business and the overall health marketing brand day-to-day management of the Seismic enablement tool, including overall governance, driving internal adoption, onboarding new users, crafting and updating customizable templates, conducting training sessions (when required), and monitoring and delivering reportingKey attributes for success:execution-focused within a fast-paced environment strong project management skills with the ability to lead and implement initiatives possess an analytical mind that can measure and optimize the performance of marketing campaigns using data and insightsfamiliar with the latest digital marketing trends and technologies, such as AI toolspositive relationship management skills at all levels of the organization self-starter, motivated, and critical thinker Qualifications:university or college study in marketing, communications, media, or related field of study5 years of experience in marketing, with at least 2 years of experience in digital marketingexcellent writing skills with a strong ability to build, draft, and edit written marketing collateral that is impactful and compellingproficient in Microsoft Office suite of programs (PowerPoint, Word, Excel, and Teams)experience with marketing automation and sales enablement tools (e.g., Salesforce Marketing Cloud, Seismic) and analytics software (e.g., Google Analytics)excellent analytical skills with the ability to measure and optimize the performance of marketing campaigns using data and insightsprocess-oriented and meticulous person who takes pride in delivering high-quality worksolutions-focused person who can identify and implement improvements to existing processesFrench is an assetExpert practitioner of agile marketingWhat can we offer you?competitive compensationRetirement Savings Accounts, including a RPP (Pension Plan), RRSP (Retirement Savings Plan), and TFSA (Tax Free Savings account)Manulife Share Ownership Program with employer matchingcustomizable benefits package including health, dental, vision, and 100% of mental health expensesfinancial support for ongoing training, learning, and educationflexible work policies and strong work-life balance#LI-hybAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$70,350.00 CAD - $117,250.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Marketing Consultant, Health Marketing
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected, and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact, and drive real change with our Winning Team today. Job summary:Our dynamic Group Benefits Marketing team delivers innovative digital marketing solutions that prioritize health and wellness benefits and experiences. Our goal is to empower our customers to live better, healthier lives, and build strong organizations. Reporting to the Director, Health Marketing & Strategic Partnerships, the Marketing Consultant, Health Marketing will develop marketing collateral and campaigns for our stakeholders, support marketing operational efficiencies, and execute on digital marketing strategies that effectively engage our members and sponsors. Key responsibilities: Deliver compelling marketing campaigns: You will be responsible for crafting and implementing impactful marketing campaigns that support the launch of new products and improvements. Your goal will be to engage our target audience and drive awareness and adoption.Craft positioning strategies: You will play a crucial role in developing positioning strategies that differentiate our products and services in the market. By effectively communicating our unique value proposition, you will contribute to brand-building efforts and drive customer loyalty.Provide support to sales and customer-facing teams: You will collaborate closely with sales and customer-facing teams to equip them with the vital tools, training, and materials to effectively market our products and services. Your aim will be to empower them to optimally communicate the value of our offerings to customers.Collaborate with stakeholders: You will work closely with collaborators across the business and other functions to align marketing efforts and achieve shared goals. By encouraging positive relationships and collaboration, you will ensure that marketing initiatives are coordinated and aligned with overall business objectives.Measure campaign effectiveness: You will be responsible for measuring the success of marketing campaigns and reporting on their effectiveness. By analyzing data and insights, you will drive continuous improvement and make data-driven decisions to optimize future marketing efforts.Key attributes for success:Results-oriented and execution-focused within a fast-paced environment Strong project management skills with the ability to lead and execute initiatives Possess an analytical mind that can measure and optimize the performance of marketing campaigns using data and insightsFamiliar with the latest digital marketing trends and technologies, such as AI toolsPositive relationship leadership skills at all levels of the organization Self-starter, motivated, and critical thinker Qualifications:University or college degree in marketing, communications, media, or related field of study5+ years of experience in a Sales and Marketing roleExcellent writing skills with a strong ability to build, draft, and edit written marketing collateral that drives awareness, engagement and actionProficient in Microsoft Office suite of programs (PowerPoint, Word, Excel, and Teams)Experience working with marketing automation and sales enablement tools (e.g., Salesforce Marketing Cloud, Seismic) and analytics software (e.g., Google Analytics)Excellent analytical skills with the ability to measure and optimize the performance of marketing campaigns using data and insightsProcess- and diligent with a strong dedication to qualitySolutions-focused attitudeGroup Benefits, health care or related industry experience highly valued French is an assetExperienced practitioner of agile marketingWhat can we offer you?Competitive compensationRetirement Savings Accounts, including a RPP (Pension Plan), RRSP (Retirement Savings Plan), and TFSA (Tax Free Savings account)Manulife Share Ownership Program with employer matchingCustomizable benefits package including health, dental, vision, and 100% of mental health expensesFinancial support for ongoing training, learning, and educationFlexible work policies and strong work-life balanceChampioning Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.#LI-hybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$70,350.00 CAD - $117,250.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Senior UX / Mobile BTP Development Consultant
SAP, Toronto, ON
We help the world run betterOur company culture is focused on helping our employees enable innovation by building breakthroughs together. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. Apply now!Location: Canada Meet the Team: Through continuous collaboration and innovation, we aim to be at the forefront of SAP's User Experience and Mobility design, ensuring that our customers get maximum value from their investments in SAP technologies. What You'll Do: Working as a Development Consultant within the User Experience and Mobility practice, you will have the power to make a real impact. The Senior UX / Mobile BTP Development Consultant is responsible for providing expertise and exceptional delivery experiences to SAP customers and partners, to facilitate the adoption and consumption of SAP Service and Asset Manager (SSAM) as well as the SAP Business Technology Platform (BTP). You Will: • Communicate with customers and partners to understand the specific business needs and be able to translate those requirements into a comprehensive solution. • Lead and facilitate SSAM or BTP requirements gathering workshops. Collaborate with other team members to ensure overall successful delivery of customer specific solution implementations for SSAM or BTP. • Engage in the preparation, conception, realization and go-live of customer implementation projects. • Occasionally, support pre-sales activities by defining detailed specifications for development requirements and estimating work effort. Become an active member of the User Experience and Mobility Practice, and also the broader BTP teams. What You Bring: 3+ years of SAP project experience. Strong understanding of SAP's Business solutions such as SAP ECC and SAP S/4 HANA. Expert in SAP Mobile Platform products including SAP Asset Manager with Meter Management, Crew Management, Asset Central & Customer Service components. Strong understanding of SAP's Business Technology Platform. Possess 3+ years of experience in developing web applications using development tools such as HTML5, CSS, JavaScript, jQuery. Experience with: SAPUI5 HANA Cloud Platform S4Hana Fiori for iOS Proficient in the following languages: HTML, JavaScript, SAPUI5 BADIs, Customer Exits, Enhancements OData and MDK development platform Beneficial: Swift Beneficial: SAP Fiori Beneficial: CAP #ICC24 We build breakthroughs togetherSAP innovations help more than 400,000 customers worldwide work together more efficiently and use business insight more effectively. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. As a cloud company with 200 million users and more than 100,000 employees worldwide, we are purpose-driven and future-focused, with a highly collaborative team ethic and commitment to personal development. Whether connecting global industries, people, or platforms, we help ensure every challenge gets the solution it deserves. At SAP, we build breakthroughs, together.We win with inclusionSAP's culture of inclusion, focus on health and well-being, and flexible working models help ensure that everyone - regardless of background - feels included and can run at their best. At SAP, we believe we are made stronger by the unique capabilities and qualities that each person brings to our company, and we invest in our employees to inspire confidence and help everyone realize their full potential. We ultimately believe in unleashing all talent and creating a better and more equitable world. SAP is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to the values of Equal Employment Opportunity and provide accessibility accommodations to applicants with physical and/or mental disabilities. If you are interested in applying for employment with SAP and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to Recruiting Operations Team: [email protected]. For SAP employees: Only permanent roles are eligible for the SAP Employee Referral Program, according to the eligibility rules set in the SAP Referral Policy. Specific conditions may apply for roles in Vocational Training.EOE AA M/F/Vet/Disability:Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, ethnicity, age, gender (including pregnancy, childbirth, et al), sexual orientation, gender identity or expression, protected veteran status, or disability. SAP believes the value of pay transparency contributes towards an honest and supportive culture and is a significant step toward demonstrating SAP's commitment to pay equity. SAP provides the annualized compensation range inclusive of base salary and variable incentive target for the career level applicable to the posted role. The targeted combined range for this position is 96100 - 213000 CAD. The actual amount to be offered to the successful candidate will be within that range, dependent upon the key aspects of each case which may include education, skills, experience, scope of the role, location, etc. as determined through the selection process. Any SAP variable incentive includes a targeted dollar amount, and any actual payout amount is dependent on company and personal performance. Please reference this link for a summary of SAP benefits and eligibility requirements: SAPNorthAmericaBenefits.com Requisition ID: 390891 | Work Area: Consulting and Professional Services | Expected Travel: 0 - 10% | Career Status: Professional | Employment Type: Regular Full Time | Additional Locations: #LI-HybridRequisition ID: 390891 Posted Date: Apr 3, 2024 Work Area: Consulting and Professional Services Career Status: Professional Employment Type: Regular Full Time Expected Travel: 0 - 10% Location: Toronto, ON, CA, M5K 1B7
Sales Leader- Financial Services- Toronto
Michael Page, Toronto
Leading a Sales team which focuses on new business development as well as leveraging existing client base.Reporting into the CRO, you will responsible for implementing sales strategies & processes for driving commercial success.You will be providing Economic Research, and Market Analysis to clients in a subscription based(SaaS) model.Focus Area: Investment Banks, asset managers, fund managers, Portfolio ManagersMPI does not discriminate on the basis of race, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, or based on an individual's status in any group or class otherwise protected under applicable human rights legislation. MPI encourages applications from minorities, women, the disabled and all other qualified applicants7-10 years of relevant sales experience selling into Investment banks, asset managers, fund managers, Portfolio Managers.3+ years of Sales Leadership experience.Experienced negotiating long sales cycle deals.A proven track record of hitting/over-achieving sales targets.
Wealth Planning Consultant
BMO Financial Group, Halifax, NS
Application Deadline: 05/02/2024 Address: 1675 Grafton Street Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience. Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required. Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results. Develops internal/external networks and referral sources to grow business within the assigned region. Ensures that the region's client experience standards for financial planning and client relationship development are met. Acts as a trusted advisor to assigned business/group. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Works closely with Investment Advisors in the development and delivery of HNW management solutions. Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches. Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required. Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required. Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions. Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications. Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals. Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients. Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives. Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings. Protects the Banks assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study. SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study. Experience in selling to Investment Advisors or HNW clients. Experience in financial planning is an asset. CFP designation (IQPF in Quebec). MBA considered an asset. LL.B/LL.L/LL.M is considered an asset. Life Insurance designation is considered an asset. Working knowledge of financial planning software (NaviPlan an asset). Trust & Estate Practitioner. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $60,300.00 - $111,800.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.