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Overview of salaries statistics of the profession "Global Sales Director in Canada"

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Area Sales Director

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Business Banking Treasury Sales Director

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Cardiovascular Regional Sales Director

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Cloud Sales Director

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Director Of Advertising Sales

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Director Of Enterprise Sales

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Director Of Sales

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District Sales Director

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Enterprise Sales Director

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Field Sales Director

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HVAC Sales Director

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Inside Sales Director

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Insurance Sales Director

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International Sales Account Director

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International Sales Director

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IT Sales Director

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Membership Sales Director

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National Sales Director

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Outside Sales Director

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Recruitment Sales Director

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Regional Field Sales Director

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Regional Sales Director

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Sales Account Director

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Scientific Sales Director

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Solution Sales Director

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Technical Sales Director

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Territory Sales Director

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Operational Technologies Regional Sales Director
Fortinet, Toronto, ON
Description Fortinet (NASDAQ: FTNT) secures the largest enterprise, service provider, and government organizations around the world. Fortinet empowers its customers with intelligent, seamless protection across the expanding attack surface and the power to take on ever-increasing performance requirements of the borderless network - today and into the future. Only the Fortinet Security Fabric architecture can deliver security features without compromise to address the most critical security challenges, whether in networked, application, cloud, or mobile environments. Fortinet ranks number one in the most security appliances shipped worldwide, and more than 450,000 customers trust Fortinet to protect their businesses. We are committed to providing reasonable accommodations for all qualified individuals with disabilities. If you require assistance or accommodation due to a disability, please contact us at [email protected]. Fortinet is an equal opportunity employer. We value diversity in our company, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or any other applicable legally protected characteristics in the location in which the candidate is applying. Job Summary: An OT-RSD is a senior technical salesperson, part of a specialized team, who will work as a business advisor and consultant for regional partners and internal account teams. The OT-RSD engages in strategic deals where their knowledge of Cybersecurity applied to Industrial Control Systems will affect the reach of Fortinet solution, bring to our customer a broaden approach to their cybersecurity needs on OT environment. The OT-RSD works alongside with peer field channel, account teams, and channel partners that may be involved, throughout the sales process. The OT-BDM is expected to shape the positive outcome of customer engagements such as presentations, consulting, meetings while showing the benefits of the proposed security architecture. This role offers high visibility to senior management, networking across corporate teams as well as the opportunity to shape the business and the direction of our OT go-to-market strategy. Experience: • 5+ years of related, proven experience in selling cybersecurity solutions applied to the Operational Technology space in a customer-facing role • Minimum 10 years of experience in a consulting role for industrial cybersecurity deals in at least 3 of these segments: Energy, Electrical, Manufacturing, Transportation, Logistics, Healthcare, Pharmaceutical, Food Processing, Smart Cities, Critical Infrastructure • Experience in designing solutions based on OTCI standards and architectures • Experience in delivering OT projects in a professional services engagement is highly desirable • Background in cybersecurity in general, Information Technology and networking will be valued Responsibilities: • Drive sales process from prospection of new opportunities till closure/delivery • Maximize Fortinet opportunities while providing value added solutions enhancing the offer within the OT space • Develop innovative product and service offerings to enhance Fortinet's portfolio and increase share of mind and share of wallet • Work closely together with the local account teams to ensure there is proper focus on OT related deals • Develop relationships with key decision makers, influencers, and partners • Forge and manage partnerships with global and regional technology providers to complement Fortinet's offerings • Manage effective working relationships with assigned regional sales and engineering teams • Travel within assigned territory is required #LI-KD1Fortinet (NASDAQ: FTNT) secures the largest enterprise, service provider, and government organizations around the world. Fortinet empowers its customers with intelligent, seamless protection across the expanding attack surface and the power to take on ever-increasing performance requirements of the borderless network - today and into the future. Only the Fortinet Security Fabric architecture can deliver security features without compromise to address the most critical security challenges, whether in networked, application, cloud or mobile environments. Fortinet ranks number one in the most security appliances shipped worldwide and more than 450,000 customers trust Fortinet to protect their businesses. We are committed to providing reasonable accommodations for all qualified individuals with disabilities. If you require assistance or accommodation due to a disability, please contact us at [email protected]. Fortinet is an equal opportunity employer. We value diversity in our company, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or any other applicable legally protected characteristics in the location in which the candidate is applying.
Utilities Field Services Director
PwC, Toronto, ON
A career within Consulting services will provide you with the opportunity to help clients seize essential advantages by working alongside business leaders to solve their toughest problems and capture their greatest opportunities. We work with some of the world's largest and most complex companies to understand their unique business issues and opportunities in an ever changing environment. We help create sustainable change by stimulating innovation, unlocking data possibilities, navigating risk and regulatory complexity, and aligning costs with business strategy to create a competitive advantage.The power, utility and energy industry has a once-in-a-generation opportunity. Not only can it take a leading role in making its own cleaner energy future a reality, but it can help customers, communities and society accomplish this goal as well. A career in PwC Canada's Power and Utilities practice will allow you to join a global network of subject matter and industry experts (our Community of Solvers) who partner with our clients to solve some of the most complex challenges facing the sector - ensuring sustained success in the evolving energy ecosystem.Meaningful work you'll be part of To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Utilities Field Services Director, 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: • Lead the transformation of our clients' management of field work, by challenging the status quo, reimagining processes and realizing the potential of new technologies • Manage the end-to-end delivery of multiple consulting projects across different clients, comprising multiple resources and teams • Manage engagement teams to produce of quality deliverables on time and on budget, and in line with client expectations and internal standards • Identify and discuss key issues with our clients to identify potential opportunities and convert these into engagements • Lead and participate in pursuit teams and proposal development, creating innovative approaches and methodologies tailored to address specific client requirements • Proactively lead specific client and vendor relationships • Support the broader practice by providing inputs on strategy and driving the development of new consulting offerings and capabilities • Focus your efforts on the Canadian industry, but be a key part of community of solvers across the global network of PwC firms • Grow and develop our team through hands-on recruitment, training and coaching • Stay abreast of key industry developments both within Canada and globally • Provide subject matter experience to specific marketing initiatives, and lead preparation and delivery of white papers and conference presentations • Communicate complex material effectively in written and oral formats to various audiences Experiences and skills you'll use to solve• Extensive experience demonstrating knowledge of strategy, operations and technology used in one or more of electricity generation, electricity or gas transmission and distribution, energy retailing, and energy service providers to serve their customers and stakeholders • Deep subject matter experience one or more of these utility functions or technologies: plant operations, construction, maintenance, work scheduling, outage response, metering, field services and customer-initiated work • Hands-on experience with mobile technologies and one or more relevant applications, such as Salesforce Field Service Lightning, SAP WFM, IFS, Oracle FS, OverIT and SEW • Extensive general experience in the utilities sector gained either through direct industry employment or substantial services to industry in both a field leadership and senior leadership capacity • Leadership experience in a management consulting environment • Ability to quickly establish credibility with clients by demonstrating subject matter expertise and knowledge of leading practice field services processes • Proven track record justifying, managing and delivering large technology enabled transformations and full life-cycle projects that deliver significant business results and reflect strategic and creative thinking, individual initiative and motivating teams • Demonstrated capability in thought leadership, new business development and securing project extensions, including client lead maturation, proposal development, and closing new business opportunities • Excellent leadership, organizational and verbal and written communication skills • Proven leader with extensive abilities to build solid and collaborative relationships with team members, foster a productive teamwork environment, and leverage diverse views • When applying to a Quebec based opportunity, fluency in French is required. Outside of Quebec, fluency in French is an asset • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives PwC BC Region Pay Range Information The salary range* for this position is $162,200 - $270,200 plus individuals may be eligible for an annual bonus payment. Actual compensation within the range will be dependent upon your skills, experience, qualifications and geographic location. * Please note that the salary range for this position is reflected for our British Columbia region. Given our national recruiting approach, we recruit (and may hire) in other regions and therefore the salary range may differ depending on the work location. PwC is committed to competitive compensation and sharing salary ranges in accordance with applicable pay transparency legislation as they arise 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 prioritize 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.
Delivery Associate Director
NTT DATA,
Req ID: 260738 NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Delivery Associate Director to join our team in Vancover, British Columbia (CA-BC), Canada (CA). • Leads and directs Delivery area which provides services to clients in connection with the design, development and implementation of IT solutions using software / hardware systems or the integration of software / hardware systems or professional IT solutions services. • Provides strategic direction and oversight in developing teams' capabilities, achieving financial and operational objectives and successfully delivering on client commitments. • Develops the Delivery line of business and drives consistent processes and practices around the world. • Manages a staff of professional-level team members or manages a team through lower-level supervisors. • Works within general policies and management guidance, independently determining approach to managing daily operations. • Provides guidance and technical advice, becoming actively involved as necessary. • Provides leadership, direction, and oversight of activities such as system design and analysis, applications and system programming, database management, network systems, telecommunications, and data processing operations. • Recruits, manages, and develops management teams. • Has primary responsibility for overseeing the technical design and delivery of strategic outsourcing engagements. • Works with Marketing and Sales teams to execute sales strategies. •Proof of COVID vaccination is required to be on-site. Skills: • 10 years of Project Management • 10 years of Advanced influencing and communication skills. • 10 years of advanced client service skills and leadership capabilities. • Advanced knowledge, understanding, and application of project management principles and methodologies. • Excellent analytical / problem-solving skills. • Excellent organizational and time management skills. • Excellent budgeting, business financial, and P&L skills. • Ability to develop comprehensive and complex operational and strategic plans #INDICS About NTT DATA Services NTT DATA Services is a recognized leader in IT and business services, including cloud, data and applications, headquartered in Texas. As part of NTT DATA, a $30 billion trusted global innovator with a combined global reach of over 80 countries, we help clients transform through business and technology consulting, industry and digital solutions, applications development and management, managed edge-to-cloud infrastructure services, BPO, systems integration and global data centers. We are committed to our clients' long-term success. Visit nttdata.com or LinkedIn to learn more. NTT DATA Services is an equal opportunity employer and considers all applicants without regarding to race, color, religion, citizenship, national origin, ancestry, age, sex, sexual orientation, gender identity, genetic information, physical or mental disability, veteran or marital status, or any other characteristic protected by law. We are committed to creating a diverse and inclusive environment for all employees. If you need assistance or an accommodation due to a disability, please inform your recruiter so that we may connect you with the appropriate team. Job Segment: Cloud, Telecom, Telecommunications, Project Manager, Database, Technology
Global Quality and Testing Lead
WSP Canada, Montreal, QC
WSP is moving to a new global Enterprise Resource Planning (ERP) system based on Oracle Fusion. In order to do this effectively, collaboratively, and efficiently, the Horizon Program has been established with members from across the globe to unify best practices across our people & culture, sales, projects, procurement and finance processes. The primary objective of the program is to deploy new global WSP processes and benefit from a Single Source of Truth that is Future Ready.The ERP project will create modern and integrated systems and an environment to support our People, Financial, and Client management programs. This will drive improved insights, a better employee experience, improved transparency, and real-time data and analytics.The success of this program will require input and leadership from WSP colleagues who understand our industry, our clients, our people and our core businesses. Open positions require people of a variety of skillsets who wish to influence the direction of the ERP as it develops and create the foundation for an overall business transformation. Employees can grow their careers and gain an invaluable understanding of the business while staying in the same location. They will have the opportunity to work with colleagues from across the globe, building personal networks while growing their own professional experience.General description Reporting to the Horizon Program director, the Global Quality and Testing lead will define the overall program testing and quality approach and manage execution of testing activities across the various phases of implementation projects by WSP and external partners. The incumbent will ensure appropriate detailed testing and quality activities are established from the initial phases of planning and throughout the full lifecycle of the solution development and implementation. This position is responsible for implementation testing efforts in additional to operations production testing efforts. Responsibilities Develop and maintain the testing & quality approach for the overall program, for all phase of the solution development life cycle Define detailed plan and activities for each test phase, with alignment to global program timeline Define detailed deliverables required to ensure consistency and traceability of testing artefacts (test scripts format, negative testing inclusion, centralized location, etc) Manage continuous update to test scripts (manual and automated) in context of operational evolution of the solution Identify required resources to achieve testing and quality outcome Manage User Acceptance Testing, covering end-to-end business processes of system solutions, upgrades, and enhancements Communicate detailed expectations to all testing participants Work closely with Process expert and Solution leads to ensure appropriate solution understanding is embedded into testing scope Manage day-to-day activities of the testing teams Ensure effective communications and expectations across WSP and external partners for testing and quality activities Implement continuous improvement approach across test cycles/phases Track testing progress and provide regular status update Requirements Bachelor's Degree in computer science, Business, or related field. 10 years' experience in management of quality and test for ERP implementations across multiple process / functional areas - HR, Finance, Sales, Project and Procurement, in context of international Global template approach Experience in Agile delivery Excellent communication skill across multiple stakeholders groups Ability to work independently and cooperatively in a diverse group Demonstrated ability to work in a high pace and frequently shifting environment WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments.We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future.At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations.Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits).WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.WSP is committed to the principles of employment equity. Only the candidates selected will be contacted.WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Director, Global Markets
BMO Financial Group, Toronto, ON
Application Deadline: 04/28/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets Mandate: Reporting directly to the Head of Tactical & Accrual Trading, the PM is expected to be market focused; develop and execute trading strategies in various fixed income sectors; take calculated proprietary risk and make effective trading decisions within the context of the strategic investment plan as set forth by the business heads and leads of Global Markets. The PM should have a background in quantitative or technical analysis with a particular focus in liquid markets. The PM should have an established trading/investment strategy within the space while bringing a proven track record from similar proprietary risk taking experiences. Strategies or Asset Classes may include, but are not limited to: US Treasuries or Other Government Bonds Fixed Income Spread Products Derivatives (i.e. interest rate based or other) Volatility Based Strategies FX The PM is accountable for developing and implementing portfolio strategies which achieve target risk and return profiles for the Global Markets Investment and Liquidity Portfolios. These strategies can cross multiple fixed income asset classes, and span the capital stack in terms of liquidity and credit risk. The role requires a deep understanding of fixed income investing and demands a focus for optimizing a portfolio based on ongoing market conditions. The role is expected to work closely with all Global Markets teams, and with the other Investment PMs in ensuring both macro and idiosyncratic risk is aligned globally, however the individual PM is responsible for their own risk sleeve and mandate. This person is expected to maximize profit while prudently minimizing the banks exposure for liquidity needs and adhering to regulatory statutes. The role is expected to work closely with Internal and External clients and partners. This includes working closely with risk/product control to ensure all investing strategies adhere within the defined guidelines. Knowledge & Skills: Experience with quantitative (or technical) based investment strategies, including designing and implementation of such strategies. Minimum of 5-10 years of experience in trading and managing risk within Fixed Income markets, preferably in a proprietary or direct investment decision capacity role. Ability to cultivate relative value and trading ideas across Fixed Income asset classes which are executed using prudent risk management. Advanced degree or equivalent experience in financial services, accounting or legal fields. Must successfully complete the external regulatory exams, licenses required to be considered a registered member and senior officer of the firm. Having some knowledge of North American and International investment banking business and regulations is preferred but not required. Knowledge of credit issues and industry trends in various client sectors throughout the US, Canadian and International market. Support the execution of operational/tactical strategies for the trading business which will ensure achievement of short and long term objectives in the Canadian and U.S. marketplaces. In depth knowledge of credit derivatives and interest rate derivatives. Hedge accounting and accrual accounting familiarity would be a plus but not required Results oriented and able to adapt to situations quickly. Strong ability to think conceptually and to achieve both short and long term business results. Highly developed written and oral communication. Personable and able to function in a team environment. Compensation: $150,000 to $175,000 Compensation and Benefits: 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.
Director Regional Sales, ETFs - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/21/2024Address:100 King Street WestJob Description:Please note - strong derivatives experience is an asset for this roleRole Mandate: The Director, Regional Sales ETFs is responsible for selling and servicing BMO ETFs and ETF-based mutual funds in an assigned geographic region, assisting BMO GAM in meeting annual plan sales and revenue targets.The role is responsible for developing sales of BMO ETFs and related ETF based products through direct sales activity and through multi-channel partnerships in the assigned region. A core component of the position is creating effective partnerships with the assigned BMO Global Asset Management Regional Sales Managers (RSMs). The ETF Specialist role provides the RSMs with sales support, promotional assistance and education on BMO ETFs and other BMO ETF related products. Key Dimensions Sales and Service Relationship Management Planning Accountabilities: Sales and ServiceDrive sales of BMO ETFs in conjunction with a cohort of RSM's to meet and exceed annual plan targetsFoster a sales culture of goal achievement and superior customer satisfaction;Coordinate BMO ETF sales activities within the assigned regionProvide ongoing sales support and product specific training to the assigned region's RSM teamPartner with each of the region's RSM's to assist them in their individual BMO ETF sales effortsAssist each of the Regional RSMs in achieving their sales targetsChampion all opportunities to enhance local financial advisors' BMO ETF product knowledge; represent and promote BMO ETFs and ETF-based products at conferences and forums.This role further collaborates with the BMO's multi-channel sales partners (Retail and Discount channels) to act as the subject matter expert with regard to BMO ETF products.Relationship ManagementCreate and manage advisor relationships within the assigned region to ensure optimum representation of BMO ETF solution set and products.Develop a database of qualified financial intermediaries within the region who have the potential to sell BMO ETF products.Develop and maintain strong relationships with third party referral sources (i.e. brokers/dealers) to maximize BMO ETF market presence and increase our market share.Provide subject matter expertise to the senior sales management team on market conditions and trends to maintain a high level of environmental awareness.Ensure a thorough understanding of competitor activities to identify potential opportunities and threats.Planning & StrategyImplement the national sales plan within the geographic sales region including preparation and implementation of an annual territory business plan including promotional budget, to meet annual growth and retention targets.Provide strategic direction and business planning for BMO ETF products within the region.Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives.Communicate regularly with sales management on regional sales strategies, priorities, sales targets, performance standards, marketing plans and accomplishments.AuthoritiesThe role has authority to access and utilize all ETF product and Financial information (where applicable)Cross-functional Relationships:Sales & Service - The role has authority to request and apply product knowledge information from other functional areas of BMO Global Asset Management as required in order to serve customersCoordinating - This role works with other areas of BMO Financial Group as needed to help generate ETF and other sales, and liaises with external network groups to understand the competitive landscape and other company product offerings, and to improve product offeringsScope and Impact:This role has direct impact on the achievement of key LOB objectives. Key numerical measures are as follows:Annual Sales Plan: ETF ProductsAnnual Sales Plan: Funds of ETFs.Individual and team growth in knowledge of ETF solutions and products Knowledge: Undergraduate University Degree in Business or FinanceMinimum 5 years of brokerage, financial planning or related investment sales experience, including minimum 2 years in a wholesaling or related rolePFP or CFP or CIM or FCSI or CFAIn-depth knowledge of investment products and markets, including competitive market and trendsIn-depth knowledge of sales strategiesAbility to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issuesSkills:Exceptional sales & customer service orientation skillsProven investment sales successExceptional networking, presentation, facilitation and relationship building skillsExceptional interpersonal and communication skillsSound business planning and organization skills and ability to manage multiple prioritiesSelf-motivated and proactiveWorking conditions:Extensive travel is requiredExtended hours and periodic weekend requirements, based on local market needs of sales workforceMay be required to work from home office in designated geographic areaGrade:8Job 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.
Managing Director, Branch Channels
BMO Financial Group, Toronto, ON
Application Deadline: 05/30/2024 Address: 33 Dundas Street West Job Family Group: Technology The Team: Our mission is to provide BMO Branches and customer-facing colleagues with the best technology experience to enable a world-class customer experience. Our expertise lies in defining, developing, building and evolving the future architecture of our Branch platforms and systems. We strive to ensure the highest availability, reliability, and resiliency of our technology applications to support the branch operations. Our Ambition: Guided by our mission to deliver customer-centric and business-enabling enterprise-grade systems and applications, our focus is unwavering. We are committed to achieving the highest quality with the shortest time-to-market while utilizing best-in-class engineering practices and adopting agile ways of working. Security and world-class resiliency are integral aspects of our pursuit to best-in-class service delivery. Our contribution aligns with BMO's strategic priorities, delivering not just solutions, but a commitment to quality, efficiency, and operational excellence and resilience in every aspect of our work. The Impact: This is a Business-to-Consumer (B2C) and Canadian P&BB Technology Leadership role with a large, impactful, and highly visible mandate driving complex platform modernization and leading critical delivery and transformation roadmaps. The Managing Director, Branch Technology Platforms leads strategic initiatives, builds future state architectures, defines standards, fosters knowledge sharing and collaborates with various business, Technology and Operations (T&O), and external executives and senior partners and stakeholders to achieve our vision. Be a part of a unique opportunity to define and enable BMO Branch technology vision and directly impact BMOs One Client vision. What's in it for you: We are looking for a transformational technology leader to drive the execution of strategic initiatives that will achieve our technology, delivery business vision. You will lead and develop platforms, applications and solutions centered on building a digitally enabled, future-ready bank with leading efficiency, profitability, and loyalty - all powered by a Winning Culture. In this role, you will be responsible for defining strategy, designing roadmaps, leading development teams, driving principles and standards that will achieve future state architecture and enable our digital factory. The ideal candidate should have deep expertise in platform development, distributed systems, and a desire to drive change through technology enablement across the bank. The role requires the candidate to be proficient in modern cloud, microservices and technologies. In this role you will propel BMO's Digital First strategy forward by providing business and technology necessary leadership to realize a Future Ready platforms and applications ecosystem. Reporting to the Head, Channels Technology, the Managing Director Branch Channels, has North American scope and is responsible for developing the end-to-end accountability for Branch Channels within Channels Technology. They are accountable for the business partner relationship with the senior executives of all BMO Branch Channels and all related BMO Lines of Business (P&BB and Wealth). Included in the Managing Director portfolio are financials, projects, resourcing, service delivery, strategy, app ownership and evolution. The role provides management oversight, governance and monitoring for day to day and technology solutions. The role will focus on effective teams integration between Branch Technology Solutions, Digitization, Business Process Resort and Home Finance to improve delivery and execute an overall Branch strategy and roadmap. The role is accountable for managing a team of 5 direct reports, 300+ employees and contractors and over $35MM of annual budget. Responsibilities: Strategy & Planning Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Works with executive leaders to identify, develop and execute recommendations for short and long-term strategic directions/opportunities in support of the achievement of the business plan objectives and overall results. Supports the business case development by identifying needs, analyzing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Stakeholder & Operational Management Ensures optimal decision-making between internal stakeholders, including between the business/group and Technology senior leaders. Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Acts as a prime contact for internal/external stakeholder relationships, which may include regulator Reviews, approves, and provides expert guidance on the Operational Vision (or business case) and application architecture. Drives creation of proper planning process (e.g., development of a pandemic plan and development of a Business Continuity Plan) to ensure performance, availability, and problem recovery of platform applications in achieving the agreed Service Level Agreements (SLAs). Delivery & Execution Directs and provides oversight of delivery and execution across portfolio, maximizing the values of integrated development, testing and service delivery within each of the channels Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Receives escalations from the team and works with Extended Teams and relevant parties to remove blockers and problem solve Monitors and tracks delivery performance (SLAs/ KPIs), and addresses any issues. Analyses historical and real time data to identify areas for improvement and drives action plans to implement. Managerial Leadership Sets organizational/ team goals and executes on overall BMO strategy, senior leadership direction and ongoing needs analysis. Establishes achievable objectives including planning, implementing and continuously evaluating team performance against these objectives. Provides support, coaching and mentorship as required, based on management team maturity level. Attracts top talent to build a high performing team Encourages Training, learning & development to grow and retain talent Qualifications: 15+ years of work experience in technology and business environments. Degree in computer science, engineering, or information systems. Proven experience in Technology Leadership and software theory, practice, concepts, and emerging technologies. In-depth knowledge of Software Development Life Cycles and Waterfall and Agile delivery practices and ways of working. In-depth knowledge of project/portfolio management methodology and its applicability to successful delivery of technical change. Experience driving the Technology Transformation for Branch Channels Proficient in identifying strategic technical direction of cloud, distributed systems, continuous Integration/deployment/testing/monitoring/security/improvement, systems management, enterprise data and access layers. Possesses a deep understanding and problem-solving ability of various complexities. Expert knowledge in the techniques that go into producing designs of complex systems, including requirements discovery and analysis, formulation of solution context, identification of solution alternatives and their assessment, technology selection, and design configuration. Ability to see and communicate the big picture in an inspiring way, being forward looking and staying ahead of industry and technology trends to generate new and innovative approaches to problems. Motivated by success and passionate about working and achieving higher results. Persists to complete responsibilities, even in the face of difficulties. Optimistic and tenacious all through. Expert in verbal and written communication. Expert in analytical and problem-solving skills. Expert in influence skills. Expert in collaboration and team building skills with a focus on cross-group outcomes. Expert in data driven decision making. Please note the target base salary range for this specific position is noted as a range from $175,000 CDN to $190,000 CDN Compensation and Benefits: 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.
Deloitte Global - Oracle Marketing Leader (Director)
Deloitte,
Reference code:125731 Primary Location:Toronto, ON All Available Locations:Toronto, ON Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. What will your typical day look like? Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization.Want to make an impact that matters? Consider Deloitte Global. As the Marketing Leader for the Global Oracle Alliance, you will be responsible for developing and executing high-impact marketing plans that align with the Global Oracle Chief Commercial Officer's growth strategy. In this critical role you will employ cutting-edge marketing techniques and channels to accelerate pipeline and revenue generation. Success will require demonstrated strategic thinking, data-driven planning, executive-level relationship building, and bold ideas to achieve aggressive growth targets through the Oracle alliance: Lead and manage a global team of marketers and project-specific resources to develop and drive digital marketing campaigns and in-person events. Act as the trusted advisor to the leadership team on marketing trends, identify opportunities to promote Deloitte's leadership position to the Oracle ecosystem, and advise on internal and external opportunities for partnership marketing. Collaborate with the alliance leadership team and key stakeholders to develop global marketing strategies to drive growth, generate demand, and enhance/reinforce market position within Oracle ecosystem. Align with alliance and sales teams to deliver results that maximize the ROI of marketing spend. Collaborate with regional marketing professionals to integrate global messaging into regional marketing programs to enhance local market position. Establish and maintain relationships with Oracle alliance field and solution marketing teams. Inform, enable, and engage Oracle on joint marketing opportunities. Collaborate with Deloitte industry, and services marketing teams, to stay informed of firm-wide marketing initiatives, and identify areas of collaboration. Develop, track, and maintain the Oracle alliance global marketing budget and utilize sound marketing methods to ensure programs are implemented cost-effectively and driving toward desired goals for building revenue, relationships, and reputation (ROI development and tracking). About the team Global Ecosystems & Alliances is at the core of the firm's strategy, working hand-in-hand with industries and practice areas to orchestrate expansive business ecosystems of client and alliance relationships to solve the most complex challenges in exponentially powerful ways. By combining leading technology with our time-tested business acumen and strong industry relationships, we bring complete, scalable solutions that can help our clients not only survive-but thrive-in a world of constant change.Enough about us, let's talk about you Qualifications needed: More than 12 years of marketing and growth strategy experience in a large, multi-national organization with 5+ years focused on alliance or partnership marketing Demonstrated success developing global, integrated marketing campaigns and incorporating a range of digital and traditional activations Demonstrated experience managing multi-regional and cross-functional teams to drive projects and meet deadlines Experience developing relationships with alliances/partners to identify marketing synergies and drive incremental impact A highly collaborative management style with strong interpersonal skills to lead, influence, and engage a virtual team while fostering relationships across internal and external stakeholders Highly motivated, proactive, and results-oriented with the ability to act as an innovator to drive change and implement new ways for working and thinking to improve current business practices/processes Demonstrated record of high-business impact, strong negotiation skills, and sound diplomatic skills Total RewardsThe salary range for this position is $140,000 - $260,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be. Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors.The next step is yours Apply by April 1st, 2024.To be considered, you must submit your cover letter, resume and unofficial transcript in ONE PDF document At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Marketing Manager, Oracle, Database, Developer, Equity, Marketing, Technology, Finance
Canada Sales Director
JYGA Technologies, Saint-Lambert-de-Lauzon, QC
WHY WORK WITH USGroup insuranceA pension with employer contribution;Four days off during the holiday season;Flexibility in taking vacations and schedules;Career advancement and development opportunities;Clothes bearing the image of the company at a friendly price!New and modern offices;Free parking;Fun corporate eventsFree coffee anytime!Other benefits that you can only discover by applying to our offer!YOUR DAILY WITH USReporting to the Global Sales Director, the Canada Sales Director will be responsible for planning, organizing, directing and controlling sales activities in its territory that covers all of Canada. In particular, he will be responsible for overseeing the sales team in his territory, monitoring performance, communicating overall sales objectives and applying and enforcing company policies. Canada Sales Director will act as the right hand of the Director of Global Sales and will be an important player in achieving our objectives for Canada.Prospect, identify and build relationships with potential new customersConduct cold calls to maintain a good presence in the market and organize regular meetings with potential customers to maintain a prominent position;Facilitate meetings between client decision-makers and Jyga Technologies practice specialists and/or directors;Communicate company lines and objectives to team to ensure understanding and achievement of these objectives;Support his team in closing sales;Develop effective sales strategies for their territorySupport, guide and “coach” your team to get the best out of everyone and maintain sustained sales in your territory;Collect and analyze sales results for findings;In collaboration with the Global Sales Manager, organize sales meetings and propose an annual development plan for their territory;Represent your territory at sales meetings, present results and collaborate with other territory managers in the exchange of information, best practices and knowledge.Participate in the evaluation of Canadian sales team members;Ensure the training of new salespeople in its territory and the continuous development of its team;Verify and approve bids;Assist in the management of major clients. REQUIREMENTTraining in sales, business administration, agriculture or a field related to agriculture with sales experience;5-10 years experience in a sales leadership role;Minimum 10 years experience in the hog industry;Demonstrated experience and ability in market development and major account management;Ability to lead and engage sales teamsBilingual English/French (required);Ability to travel regularly within Canada;Rigour, organization and resourcefulness;Interest in innovation, new technologies and continuous improvement;Ease with computer tools (Outlook, Office, ERP).
Microsoft Alliances Director
PwC, Toronto, ON
A career in our Microsoft Dynamics team will provide the opportunity to help our clients transform their technology landscape across Front, Back and Mid-Office functions leveraging Microsoft Dynamics. We focus on contributing to PwC's value proposition of "strategy led and technology enabled", by aligning our Consulting Solutions' industry focus with the Microsoft technologies such as Dynamics 365, Azure, Power Platform and Power BI. Meaningful work you'll be part of As a Microsoft Alliances Director , 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: • Work with Local Alliance Leader to design, execute , and manage the strategy and business plan of the Alliance with focus on market penetration , revenue growth , industry alignment , and solution identification. • Build key relationships with Alliance Executive " sell with " team (e.g., SVP of Alliances, C- level , etc.) and serve as strategic relationship point of contact for the Alliance. • Identify additional synergies between Alliance and the firm to expand Alliance program throughout the PwC. • Collaborate with cross- sector /cross-service Practice teams on executing Alliance initiatives. • Engage with the global network of firms to expand the Alliance program and global deal flow. • Develop and execute a comprehensive strategy for PwC's Microsoft Alliances, aligning it with our go-to- market approach . • Work in tandem with solution area leadership to create targeted sales plays that will effectively penetrate the market . • Champion the development of innovative offerings and solution plays , closely aligned with Microsoft's ecosystem , to meet the evolving needs of our clients. • Provide leadership and guidance to cross- functional teams , fostering a culture of collaboration and excellence. Experiences and skills you'll use to solve • 8+ Years of experience of working within the Microsoft ecosystem , ideally with a Microsoft partner . • In-depth knowledge and experience with Microsoft technologies and solutions. • Demonstrated expertise in building and implementing offerings and solution plays . • A proven track record of success in developing and managing strategic alliances, specifically with Microsoft. • Excellent interpersonal and communication skills , with the ability to negotiate and influence effectively . • Strong leadership capabilities , inspiring teams to deliver outstanding results . • Ability to work collaboratively with internal and external stakeholders, fostering a cohesive and productive relationship with Microsoft. • A keen understanding of the technology landscape and market trends, especially within the context of Canada. • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse 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 a bout 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.
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.
Director, Sustainable Finance (Food, Consumer and Agribusiness)
BMO, Toronto, ON
Application Deadline: 04/11/2024Address: 100 King Street WestJob Family Group:Commercial Sales & ServiceAbout us: BMO is the 8th largest bank in North America, and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. We continue to be listed among the most sustainable companies in the world - notably, ranked for the 19th straight year on the Dow Jones Sustainability Index. BMO was also recognized as the world's top financial institution for helping make progress in support of a just and sustainable economy by the World Benchmarking Alliance. And, for the sixth consecutive year, we were recognized as one of the World's Most Ethical Companies by Ethisphere. We are excited to announce that we are growing our Sustainable Finance practice in Food, Consumer and Agribusiness for North America. We draw on our deep expertise to advise our clients on risks and opportunities associated with sustainable finance activities. The Food, Consumer and Agribusiness Portfolio is supported by dedicated relationship managers, credit underwriting and portfolio management team as well as BMO's Commercial- and Investment Banking product platform. About the Role: The Director role will report to Head of Sustainable Finance and Clean Energy and will play a crucial role in driving impact by delivering sustainable banking capabilities. The successful candidate will lead our growth ambitions to be our clients top financing partner in achieving their sustainability roadmaps and supporting a sustainable future. Responsible for establishing broad engagement by delivering advisory and along with working with industry bankers in financing key climate solutions for clients transitioning their business to less resource intensive models. Key Responsibilities:Deliver Commercial Food, Consumer and Agribusiness sustainability strategy in partnership with Industry Heads in US and Canada and sector bankers.Develop a comprehensive understanding of the client's requirements, take charge of client strategizing and implementation by originating a range of financing options, collaborating with portfolio bankers according to suitability and necessity.Provide direct client advisory to a wide range of clients in key segments in the portfolio to influence their sustainability actions with a 3-5-year road map.Influence client investment plans and position BMO's targeted banking toolset and offerings in the key markets we serve.Monitor key sustainability developments, proactively share relevant insights, thought leadership, policy regulatory and incentive levers for financing opportunities in a rapidly changing global environment.Build further organizational delivery capacity by collaborating with key partners on training, internal and external communication, and marketing, demonstrate our expertise in key industry events.Collaborate with other partners in Capital Markets and ESG (Enterprise Environmental, Social, and Governance) for new product development and business development focused initiatives including external partnerships.Collaborate and support development and execution of climate and environmental risk management, risk policy and agricultural regulatory responsibilities for the sector in BMO.Travel: 25% in US & CanadaQualifications:5-10 years of sustainability leadership experience and subject matter expertise in managing and leading sustainability efforts in an Agriculture and/or Food company.T ypically, 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth understanding of evolving landscape as it relates to financial services, preferred experience in sustainable finance at a financial institution/bank, direct structuring experience with existing sustainable banking solutions, structuring guidelines, and principles.Knowledgeable in voluntary, regulatory sustainability disclosure and reporting frameworks.Demonstrated knowledge of relevant industry verticals and market's competitive environment.Demonstrated history of successful business development, including ability to network in external markets.Strong relationship management and collaboration skills. Ability to influence across a matrix organization up or down while using a collaborative mindset.Excellent presentation skills to engage diverse range of internal and external audiences, from peers to senior executives.Strong analytical, decision-making, and problem-solving skills. Being a change agent and having long-term impact focus.Verbal & written communication skills - In-depth / Expert.Analytical and problem-solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Compensation and Benefits:$84,000.00 - $156,000.00Pay 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.
Director, Sustainable Finance (Diversified Industries)
BMO, Toronto, ON
Application Deadline: 04/11/2024Address: 100 King Street WestJob Family Group:Commercial Sales & ServiceAbout us: BMO is the 8th largest bank in North America, and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. We continue to be listed among the most sustainable companies in the world - notably, ranked for the 19th straight year on the Dow Jones Sustainability Index. BMO was also recognized as the world's top financial institution for helping make progress in support of a just and sustainable economy by the World Benchmarking Alliance. And, for the sixth consecutive year, we were recognized as one of the World's Most Ethical Companies by Ethisphere. We are excited to announce that we are growing our Sustainable Finance practice in General/Diversified Industries for North America. The Diversified Industries Portfolio is supported by dedicated relationship managers, credit underwriting and portfolio management team as well as BMO's Commercial- and Investment Banking product platform. We draw on our deep expertise to advise our clients on risks and opportunities associated with sustainable finance activities. About the Role: The Director role will report to Head of Sustainable Finance and Clean Energy and will play a crucial role in driving impact by delivering sustainable banking capabilities. The successful candidate will lead our growth ambitions to be our clients top financing partner in achieving their sustainability roadmaps and supporting a sustainable future. Responsible for establishing broad engagement by delivering advisory and along with working with industry bankers in financing key climate solutions for clients transitioning their business to less resource intensive models. Key Responsibilities:Deliver Commercial Diversified Industries sustainability strategy in partnership with Industry Heads in US and Canada and sector bankers.Develop a comprehensive understanding of the client's requirements, take charge of client strategizing and implementation by originating a range of financing options, collaborating with portfolio bankers according to suitability and necessity.Provide direct client advisory to a wide range of clients in key top sectors in the portfolio to influence their sustainability actions with a 3-5-year road map.Influence client investment plans and position BMO's targeted banking toolset and offerings in the key markets we serve.Monitor the key sustainability developments, proactively share relevant insights, thought leadership, policy regulatory and incentive levers for financing opportunities in a rapidly changing global environment.Build further organizational delivery capacity by collaborating with key partners on training, internal and external communication, and marketing, demonstrate our expertise in key industry events.Collaborate with other partners in Capital Markets and ESG (Enterprise Environmental, Social, and Governance) for new product development and business development focused initiatives including external partnerships.Collaborate and support development and execution of climate and environmental risk management, risk policy and agricultural regulatory responsibilities for the sector in BMO.Travel: 25% in US & CanadaQualifications:5-10 years of sustainability leadership experience and subject matter expertise in managing and leading sustainability efforts in an Industrials, Manufacturing company.In-depth understanding of evolving landscape as it relates to financial services, preferred experience in sustainable finance at a financial institution/bank, direct structuring experience with existing sustainable banking solutions, structuring guidelines, and principles.Knowledgeable in voluntary, regulatory sustainability disclosure and reporting frameworks.Demonstrated knowledge of relevant industry verticals and market's competitive environment.Demonstrated history of successful business development, including ability to network in external marketsStrong relationship management and collaboration skills. Ability to influence across a matrix organization up or down while using a collaborative mindset.Excellent presentation skills to engage diverse range of internal and external audiences, from peers to senior executives.Strong analytical, decision-making, and problem-solving skills. Being a change agent and having long-term impact focus.Verbal & written communication skills - In-depth / Expert.Analytical and problem-solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Compensation and Benefits:$84,000.00 - $156,000.00Pay 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.
Associate Director
BMO Financial Group, Quebec City, QC
Application Deadline: 05/02/2024 Address: 2828 boul Laurier Job Family Group: Commercial Sales & Service The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $10,000,000 or more. Job Overview The Associate Director manages a commercial lending portfolio and supports the origination of new clients, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships by cross selling other products (e.g., derivatives, cash management & corporate cards, subordinated debt and equity, leasing, trade finance products, etc.). Job Description: Analyze financial information, agencies rating reports and other related materials. Provide accurate financial analysis and risk assessment of new and existing customers. Prepares credit recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data of new and existing clients. Directly manages the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Manages the risk of the assigned complex portfolio in a timely and precise manner. Leads and executes business development plans for clients. Acts as a key contact to clients on credit related questions and develop strong relationship with clients. Provides research and data gathering to facilitate solution to the clients/prospects business and needs. Participates in sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Coordinates service administration and processing ensuring client experience is seamless and opportunities are identified and met. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Conducts independent analysis and assessment to resolve strategic issues. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Banks position. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Broader work or accountabilities may be assigned as needed. Qualifications: Master or MBA degree (finance, accounting, economics, or related field) with a strong academic achievement with 1-3 years of relevant experience or an undergraduate degree with 3-5 years of relevant experience. A CPA, CBV, CFA or other relevant professional designation or advanced degree, ongoing or completed, is an asset. Well developed analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis. Strong computer literacy and technical skills as it relates to Microsoft Office applications (Excel, Word, PowerPoint). Excellent verbal & written communication skills in French and English. Excellent collaboration & team skills. Negotiations skills with both clients and legal counsel. Strong organizational and collaboration skills with the ability to prioritize work and manage multiple tasks while meeting time sensitive deadlines. Compensation and Benefits: $68,000.00 - $126,000.00 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.
Director, Sponsor Finance
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 100 King Street West Job Family Group: Commercial Sales & Service About Sponsor Finance Mid-market Financial Sponsor & Private Equity relationships are managed in this group, Sponsor Finance, a part of Canadian Commercial Banking (CCB). Sponsor Finance is to ensure a high level of coverage designed to maximize opportunities within the sector and to align with the BMO risk appetite, while ensuring opportunities are structured and managed in a manner consistent with the risk characteristics. Sponsor Finance is closely aligned with Financial Sponsor coverage in BMO Capital Markets and with US BMO Sponsor Finance. About the Director role The Director, Sponsor Finance, is a key team member on deal teams, collaborating and generating solutions to current and perspective clients within sector market. The Director will take a leadership role in making recommendations regarding risk, deal structure, and client requirements for leverage buyout transactions (i.e. LBOs) by analyzing financial and operating data for trends in financial performance of companies and industries. In addition to leading the execution of new transactions, the Director will perform portfolio management tasks for accounts managed directly by Sponsor Finance. Primary new business responsibilities include assisting in all aspects of preliminary assessment of investment opportunities, due diligence investigations and analysis, preparation of investment recommendations, legal documentation, and disbursement of funds. This will also include managing preliminary financial modeling and assisting in the preparation of investment committee memoranda. To facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships, key Director, Sponsor Finance, duties, responsibilities and accountabilities include: Establishes cross-selling initiatives to increase penetration with client. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. Coordinates closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Conducts independent analysis and assessment to resolve strategic issues. Helps determine business priorities and best sequence for execution of business/group strategy. Acts as the prime subject matter expert for internal/external stakeholders. Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure. Designs and produces regular and ad-hoc reports, and dashboards. Maintains current on financing trends in target clients' markets, and communicate same to team members. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Oversees preparation of concise, well reasoned credit correspondence. Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns. Negotiates transactions with clients and provides deal structuring expertise. Oversees documentation and ongoing monitoring of asset and client performance. Trains, mentors and leads a team of junior bankers while managing work flow of deal team by aligning tasks with departmental goals and objectives. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMOs risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. 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: Seasoned professional with a combination of education, experience and industry knowledge with a demonstrated history of successful business development, including ability to network in external markets Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Able to manage ambiguity and balance multiple priorities Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated knowledge of private equity industry and markets competitive environment Experience in contact negotiations with both clients and legal counsel Risk Management - In-depth Sales and Service Management In-depth Relationship Management - In-depth Resource Planning Working Financial and Working Capital Understanding In-depth Strategic Thinking In-depth Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Data driven decision making - In-depth / Expert. Compensation and Benefits: $84,000.00 - $156,000.00 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.
Regional Sales Manager, Retail Distribution - BMO Global Asset Management
BMO Financial Group, Winnipeg, MB
Application Deadline: 05/12/2024 Address: 201 Portage Avenue Job Family Group: Customer Solutions Territory coverage: Manitoba and Saskatchewan Under the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding Retail Investments products. The Regional Sales Manager is the ground-level sales support for Retail Investments in the Retail Channel and is accountable for ongoing sales effectiveness of Retail Investment products in the assigned region. Sales & Channel Support: Create and manage relationships with the assigned region of the retail Distribution Channel to ensure optimum representation of Retail Investments Products Provide ongoing sales support to the assigned region of the retail Distribution Channel Work with Retail Investments, Product Delivery Groups to establish requirements for sales tools, training and process development, to execute against the sales delivery strategy and customer positioning of the Retail Investments LOB Identify and provide product specific training when appropriate to sales force Provide sales support for Retail Investments National Sales Campaigns and Programs Work together with other functional groups in Retail Investments providing feedback and recommendations on the development of sales and support tools, growth and retention targets to build revenue and maximize sales Co-ordinates requirements across PCG and P&C channels for bringing new ideas for new products, service and process development to Director, National Sales Relationship/Channel Management: Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums Act as the point person, representing Retail Investments at local market functions, soliciting feedback from the retail channel Act as the key contact for Retail Investments, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable) Ensure a thorough understanding of competitor activities to identify potential opportunities and threats Assess impact of competitive environment and local industry relations and recommend actions to address and support Retail Investments profitability and LOB goals Understand and assess ongoing opportunities for National Sales Programs Sales & Service Delivery: Identify gaps, issues, and best practices by monitoring of Retail Investments sales and service (growth and retention) targets against District/Area/Branch plans Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acquisition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.) Foster a sales culture of goal achievement and superior customer satisfaction Keep current with sales technology and tracking systems Contribute to Retail Investments objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets Planning: Assist in developing tactical plans to meet annual growth and retention targets Prepare/update and implement annual territory business plan Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff Attend weekly team conference call and submit weekly activities report to Regional Sales Leader Qualifications: Typically between 5 - 7 years of relevant experiences in Financial Planning or Branch Management and post-secondary degree in related field of study or an equivalent combination of education and experience. Completion of IFIC or CSC; asset to have PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in Retail Investments Product offerings In-depth knowledge of Bank products, services, organization and Banking Group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues Compensation and Benefits: $64,600.00 - $119,700.00 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.
Regional Sales Manager, Retail Distribution - BMO Global Asset Management
BMO, Winnipeg, MB
Application Deadline: 05/05/2024Address:201 Portage AvenueTerritory coverage: Manitoba and SaskatchewanUnder the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding Retail Investments products. The Regional Sales Manager is the ground-level sales support for Retail Investments in the Retail Channel and is accountable for ongoing sales effectiveness of Retail Investment products in the assigned region. Sales & Channel Support: Create and manage relationships with the assigned region of the retail Distribution Channel to ensure optimum representation of Retail Investments Products Provide ongoing sales support to the assigned region of the retail Distribution Channel Work with Retail Investments, Product Delivery Groups to establish requirements for sales tools, training and process development, to execute against the sales delivery strategy and customer positioning of the Retail Investments LOB Identify and provide product specific training when appropriate to sales force Provide sales support for Retail Investments National Sales Campaigns and Programs Work together with other functional groups in Retail Investments providing feedback and recommendations on the development of sales and support tools, growth and retention targets to build revenue and maximize sales Co-ordinates requirements across PCG and P&C channels for bringing new ideas for new products, service and process development to Director, National Sales Relationship/Channel Management: Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums Act as the point person, representing Retail Investments at local market functions, soliciting feedback from the retail channel Act as the key contact for Retail Investments, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable) Ensure a thorough understanding of competitor activities to identify potential opportunities and threats Assess impact of competitive environment and local industry relations and recommend actions to address and support Retail Investments profitability and LOB goals Understand and assess ongoing opportunities for National Sales Programs Sales & Service Delivery: Identify gaps, issues, and best practices by monitoring of Retail Investments sales and service (growth and retention) targets against District/Area/Branch plans Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acquisition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.) Foster a sales culture of goal achievement and superior customer satisfaction Keep current with sales technology and tracking systems Contribute to Retail Investments objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets Planning: Assist in developing tactical plans to meet annual growth and retention targets Prepare/update and implement annual territory business plan Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff Attend weekly team conference call and submit weekly activities report to Regional Sales Leader Qualifications:Typically between 5 - 7 years of relevant experiences in Financial Planning or Branch Management and post-secondary degree in related field of study or an equivalent combination of education and experience.Completion of IFIC or CSC; asset to have PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in Retail Investments Product offerings In-depth knowledge of Bank products, services, organization and Banking Group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues 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.
Global Key Account Manager - Canada
Equest, Mississauga, ON
Global Key Account ManagerESSENTIAL DUTIES and RESPONSIBITLIES: Serves as liaison between customer and Intertek global operations to ensure correct understanding and consistent execution of customer's requirements according to specified processes and protocols. Manages multiple key global accounts, including managing activities of customer on-site staff (Account Coordinator) where applicable. Documents and communicates client requirements and work instructions to Intertek global network of labs and offices. Provides creative and innovative ATIC solutions to support client business strategies. Works to develop a strategic partnership between self, Intertek, and customer. Drives and generates opportunities for revenue growth consistent with Intertek global key account initiatives and strategies. Performs random review of test reports to ensure consistency and accuracy which are reported to management and lab network. Proactively organizes and leads formal Quarterly Business Review (QBR) meetings with global key accounts. Keeps current on relevant product regulatory, safety, and quality performance requirements; communicates and consults with customer on relevant information; provides technical regulatory support; directly or facilitating through Intertek network of experts. Participates and consults with customer(s) in routine quality and safety meetings with QA engineers and other stakeholders. Expedite projects as needed to ensure turnaround times and performance metrics are met. Create and deliver client presentations for quarterly business review meetings. Prepares sales reports, forecasts, and provide regular account status updates through established CRM system, including the development of account-based strategies (Strategic Account Plan) in consultation with Director / Senior Director of Global Account Management and appropriate Global Business Line leaders. Organizes seminars or webinars to provide training to the customers and vendors on both process and technical related topics. This may include periodic travel to overseas countries to meet with vendors or overseas customer sourcing offices. Why work at Intertek? Intertek is a world leader in the $250 billion Quality Assurance market, with a proven, high-quality business model and a global network of customer-focused operations and highly engaged subject matter experts. At Intertek, we exercise our spirit of innovation, the passion of our people and our unmatched customer commitment to realize our purpose of making the world an ever better, safer, and more sustainable place for all. Learn more about Our History and What We Do . What we have to offer: We offer a salary and benefit package competitively placed within the local market, including medical, dental, vision, life, disability, RRSP with company match, tuition reimbursement and more. Intertek believes that Our People are our strongest tool for success. Please apply online at Intertek Canada Careers (oraclecloud.com) We are an Equal Opportunity Employer and do not discriminate against applicants due to disability, race, colour, religion, sex or national origin. This position outline is a general guideline and does not represent all encompassing details. The position assumes that the incumbent has both the mental and physical requirements to carry out the above defined duties.
Director, Equipment Finance - Commercial Banking
BMO Financial Group, Toronto, ON
Application Deadline: 04/26/2024 Address: 100 King Street West Job Family Group: Commercial Sales & Service This person will be for Ontario responsible for equipment finance for MM (Middle Market) and UMM (Upper Middle Market) while facilitating 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. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Leads and executes business development plans to that business goals are achieved or exceeded. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. Conducts independent analysis and assessment to resolve strategic issues. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. May network with industry contacts to gain competitive insights and best practices. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Manages the risk of the assigned complex portfolio in a timely and precise manner. Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Banks position. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. 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 clients/prospects 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. Ensures accurate billing to clients. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated history of successful business development, including ability to network in external markets Demonstrated knowledge of relevant industry verticals and markets competitive environment Experience in contact negotiations with both clients and legal counsel Experience drafting responses to complex RFPs Experience with Sales Strategy and Sales referral process development Risk Management - In-depth Sales and Service Management In-depth Relationship Management - In-depth Change Leadership - Working Conflict Management & Resolution In-depth Resource Planning Working Business Acumen In-depth Financial and Working Capital Understanding In-depth Strategic Thinking Working Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Compensation and Benefits: $84,000.00 - $156,000.00 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.
Director, Strategic Strategy Demand Leader Mars Wrigley
Equest, Bolton, ON
Job Description:The Head of Strategic Demand Leadership leads the Mars Wrigley Canada Category, Digital, SRM and Consumer/Customer Activation teams. The individual is responsible for leading, motivating and setting direction for the One Demand strategy across MW Canada, with strong partnership from Head of Customer and Head of Marketing.Grounded in the unit's Strategic One Demand Vision, this role will be responsible for driving a portfolio approach, developing and activating customer centric category growth, building digital capabilities and strategies - all in service of delivering long term sustainable growth. The Head of SDL will be accountable for building best in class capability and strategies in Category Leadership, Customer and Consumer Activation, Vendor Advisership, Digital Strategy and Strategic Revenue Management. The Head of SLD will be accountable for development and execution of strategies and plans to drive strong customer and consumer growth in the Canadian market, and category leading insights to transform the category and influence our key retailers.This role will report into the GM MW Canada and will be a member of the Mars Wrigley Canadian Leadership Team (CLT). Category & Strategic Leadership Responsibilities: Be the central point for One Demand thinking approach across Sales and Marketing.Grounded in the local understanding of category, channel, shopper and consumer dynamics, partner with Sales and marketing to provide insight led thought leadership to formulate long term growth plans which deliver sustainable confectionery category growth, creating competitive advantage for the Mars-Wrigley portfolio.Enterprise thought leadership to accelerate MW Canada strategy through incorporation of market insights, capability development, best practices, strong North American and global partnerships across One Demand, and accelerated & efficient adoption of the new operating models.Motivate, engage, and inspire the team to deliver the units One Demand priorities, working towards a common vision and achievement of the units' strategy.Responsible for recruiting, retaining, and developing a high performing, capable and engaged team, establishing a strong talent pipeline and culture that highlights the benefits of personal career development and a pool of best-in-class functional expertise.Grounded in the global category vision, develop, and execute a clear category vision for the unit, ensuring a strong and consistent understanding of the category growth drivers.Develops and executes the category growth agenda with customers, based on compelling category growth plans that are grounded in the unit's category vision.Partners with global CMI to deliver growth insights and foresight across the business unit via the local understanding of category, channel, shopper, and consumer dynamics.Owns the Strategy and Execution for Perfect Store to drive best-in-class in-store conditions allowing for mutual achievement of objectives (Mars, customer, and category) Customer/Customer Activation Responsibilities: Develop and execute customer and shopper centric activities to drive brand visibility through the "Ready to Plan" and "Ready to Sell" stages of the Annual Customer Planning Cycle, ensuring excellence in retail execution.Leading customer strategy & agenda; assist Sales team to build strong and sustainable customer relationships which accelerate customer engagement.In collaboration with Sales and Marketing, leverage strong consumer, customer and shopper value proposition to bring to life our category growth and brand plans in store, and online with compelling activation.Own all Display & In-store Retail Tool concepts, and execution to maximize shopper conversion.Develop and Execute annual Shopper Conversion Plan (Shopper Marketing Plan) synced with key national Marketing Initiatives while owning core part of the Consumer Journey Plan. Strategic Revenue Management Responsibilities: Leads and integrates all SRM activities for Operating Plan delivery of Pricing, Trade ROI, Trade Architecture and Mix commitments.Key interface with Sales, CBU Marketing & Finance to drive and co-pilot trade investment productivity & net pricing improvement agenda.Vital co-pilot to market Sales and Finance lead to ensure effective SRM performance management processes are in place and linked to S&OP+ and SCM choices.Drives local SRM capabilities development through the deployment and activation of Mars and/or MWC SRM programs & playbooks, based on prioritization and market needs.Combine SRM, Category Leadership and Customer Marketing to drive more compelling Retailer Value Propositions. Vendor Advisor Responsibilities: Strategic thought leadership & management of vendor advisor team. Fostering partnership to accelerate impact of category performance through data and insights.Develop and Implement Category Principles with the retailer that will lead to category growth.Develop Strategic alliances with key decision makers at specific retailers to drive MW and Category Growth in the capacity of an "advisor" or "Category CaptainResponsible for the management and developing expertise in customer specific POS data (developing reports collaborating with the customer); leverage data to create and deploy actionable customer specific insights.Identifies distribution opportunities and work collaboratively with customer and manufacturers to close any identified gaps including post planogram reviews.Provides Customer specific selling-stories in support of new product launches across all manufacturers (unbiased category facts) and act as advisor on customer's promotional calendar. Digital Work with the globe to develop and implement overall digital demand strategy and roadmap for MW CanadaEnsure digital technologies are leveraged to meet brand needs, along with industry best practices and consumer expectations.Accelerate digital capabilities & learning across MW Canada organization.Partner with marketing and sales for One Demand approach to digital assets, customer activation online, and key digital customer strategies. People Leadership, Lead 3-4 direct reports of sales, category & digital leaders and 17 indirect reportsContext and ScopeExplain how the job gets done and the way it operates within the team and with stakeholdersThis role holder is a strong influencer, holds the 5 principles at heart, delivers on the short and long term business objectives while creating an inclusive culture, where associates can thrive.Job Specifications/Qualifications Business, Financial Mgt and Budget Mgt University degree or college diploma in related field Excellent verbal and written communication skills, as well as Negotiation skills High level of attention to detail Knowledge / ExperienceIn depth knowledge of the industry and market trends. Enterprise thinking to contribute to CLT, and to drive One Demand agenda across sales and marketing. High level proficiency in data analytics, trade optimization, customer and consumer insights, market research, and digital acumen. History of success in identifying and creating a roadmap for consumer and customer growth. History of success in managing and creating strategics to optimize/defend against market opportunities and threats .What can you expect from Mars? Work with over 140,000 diverse and talented Associates, all guided by the Five Principles.Join a purpose driven company, where we're striving to build the world we want tomorrow, today.Best-in-class learning and development support from day one, including access to our in-house Mars University.An industry competitive salary and benefits package, including company bonus.Mars is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. The company is pleased to provide such assistance, and no applicant will be penalized as a result of such a request.