We use cookies to improve the user experience, analyze traffic and display relevant ads.
Details Accept
Enter position

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

Receive statistics information by mail
Unfortunately, there are no statistics for this request. Try changing your position or region.

Найдите подходящую статистику

Area Sales Director

Смотреть статистику

Business Banking Treasury Sales Director

Смотреть статистику

Cardiovascular Regional Sales Director

Смотреть статистику

Cloud Sales Director

Смотреть статистику

Director Of Advertising Sales

Смотреть статистику

Director Of Enterprise Sales

Смотреть статистику

Director Of Sales

Смотреть статистику

District Sales Director

Смотреть статистику

Enterprise Sales Director

Смотреть статистику

Field Sales Director

Смотреть статистику

Global Sales Director

Смотреть статистику

HVAC Sales Director

Смотреть статистику

Inside Sales Director

Смотреть статистику

International Sales Account Director

Смотреть статистику

International Sales Director

Смотреть статистику

IT Sales Director

Смотреть статистику

Membership Sales Director

Смотреть статистику

National Sales Director

Смотреть статистику

Outside Sales Director

Смотреть статистику

Recruitment Sales Director

Смотреть статистику

Regional Field Sales Director

Смотреть статистику

Regional Sales Director

Смотреть статистику

Sales Account Director

Смотреть статистику

Scientific Sales Director

Смотреть статистику

Solution Sales Director

Смотреть статистику

Technical Sales Director

Смотреть статистику

Territory Sales Director

Смотреть статистику
Show more

Recommended vacancies

Outside Sales Rep - Halifax
Staples Canada, Halifax, NS
Who we are As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. We look for people who are curious, approachable and passionate, and who enjoy finding solutions. If that's you, let's work, learn and grow together. We are building an inclusive and diverse team Staples Canada is creating an inclusive and diverse work environment. We welcome, value and thrive on perspectives and contributions from backgrounds that vary by race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion or physical ability. If you have a disability or special need that requires accommodation, please let us know. Some of what you will do As the Outside Sales Rep, you will lead the development of a portfolio of high potential and high value copy and print business customers. Through your passion for building strong relationships you will deliver holistic copy and print solutions to our customers, serving as their "go-to" person for their copy and print needs, thereby allowing them to turn their goals into reality. As we evolve and transform into the Working and Learning Company, you will be inspired to be your best every day and make your mark. Specifically, you will: •Seek and drive regional and national sales opportunities by engaging high potential and high value business. Retain and expand relationships to achieve portfolio retention, sales, service, and profitability objectives, and proactively develop relationships with new small business clients. •Cultivate and build strong business relationships and drive for excellence in every part of our business. •Partner with our customers to understand their needs, identify opportunities, develop potential solutions and offer the best options for their businesses. •Review and monitor sales, revenue and service performance against plan, identify gaps and share best practices. Apply business development and relationship management sales and service principles, practices and techniques (incl. pre-call planning) to support the achievement of target level sales of all products and services. Track and report on sales and service activities and outcomes. •Contribute to business plans regarding new business opportunities, increased profitability, and portfolio growth potential based on knowledge of local marketplace. •Provide efficient and effective response to call-in or customer referrals if/as/when required. Some of what you need •Prior experience in a print sales/account management or customer facing role in print industry. •Multi-year experience selling to small and medium sized business customers. •Post Secondary degree or equivalent. •Comprehensive knowledge of products and services offered in the commercial printing industry. •Ability to build and nurture relationships, influence and negotiate with stakeholders to support the needs of the business and business initiatives and priorities. •Strong business acumen; Ability to build business case, understanding of local market, pricing strategies, competition, and key suppliers. •Curious •Approachable •Passionate •Solutions finder Some of what you will get •Associate discount •Health and Dental benefits •RRSP/DPSP •Performance bonuses •Learning & Development programs •And more... Additional Information •This is a mobile position that includes calling and client meeting activities. •Phone, email and text access to all assigned clients. •Required to work a varying work schedule in order to meet the needs of the business. •Travel on-site to client locations.
Salesforce Alliance Strategy and Operations Director
PwC, Toronto, ON
A career within Salesforce Consulting services, will provide you with the opportunity to help our clients leverage Salesforce technology to enhance their customer experiences, enable sustainable change, and drive results. We focus on understanding our client's challenges and developing custom solutions powered by Salesforce to transform their sales, service and marketing capabilities by exploring data and identifying trends, managing customer life cycles, strategically building and leveraging online communities, driving employee engagement and collaboration, and connecting directly with channel partners to share goals, objectives, and activities in a secure, branded location. Meaningful work you'll be part of As a Salesforce Alliance Strategy and Operations 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 the local Salesforce 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. • Collaborate with the Salesforce Alliance and firm executives to identify and develop focused GTM solutions. • Build key relationships with Salesforce Alliance Executive "sell with" team (e.g., SVP of Alliances, C-level, etc.) and serve as strategic relationship point of contact for the Salesforce Alliance. • Identify additional synergies between Salesforce Alliance and the firm to expand the Salesforce Alliance program throughout PwC. • Collaborate with cross-sector/cross-service practice teams on executing Salesforce Alliance initiatives. • Engage with the global network of firms to expand the Salesforce Alliance program and global deal flow. • Act as strategic advisor of the Salesforce Alliance to leadership and serve as a proxy of the Salesforce Alliance Leader. • Coordinate and execute an annual business planning session and ongoing joint planning sessions/workshops for Salesforce Alliance and firm leaders to drive ongoing strategic alignment. • Ensures Salesforce Alliance partner status & certification levels are maintained. • Provide oversight and targeted direction to the sales team related to the Salesforce Alliance business strategy for relevant accounts/opportunities. • Work with Sales Directors to drive Salesforce Alliance sales and marketing campaigns that differentiate PwC to drive incremental revenue and confirm that follow-up activities are taking place. Experiences and skills you'll use to solve • Hands-on experience in a series of progressive sales / marketing roles, within a professional services firm or large corporation. • Previous experience in Alliance strategy and operations. • Demonstrated understanding of Sales & Relationship Experience working in a dynamic, sophisticated environment where change is the norm. • High degree of tact, diplomacy, confidence, resilience and patience. • Professionalism, poise, and executive-level communication skills. • The ability to communicate effectively, consult with others, develop relationships quickly, both internally and externally, facilitate group discussions, and make presentations. • Excellent judgment and strong problem solving skills, including the ability to analyse and understand the impact of relevant options. • High energy and the flexibility to perform under short time constraints to meet deadlines. • Exceptional self-starter, both team oriented and able to work autonomously. • Good personal relationships within the Salesforce Alliance organization. • 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. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc. Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Account Manager, Commercial Insurance
Scout Talent, Vancouver, BC
Join Our Family: Your Forever Home Awaits at Reliance Insurance!Hey there! We’re Reliance Insurance, a place where innovation blooms, teamwork is the name of the game, and every day is a new adventure. Since 1983, our Canadian-owned, insurance institution has been shaking things up in the commercial, home, auto, marine, and life insurance sectors.But here’s the thing: due to our growth and flurry of internal promotions, we're looking for a remarkable Commercial Insurance Account Manager to hop on board at our state-of-the-art headquarters in Burnaby, BC.About the OpportunityHere's the scoop: we value the hands-on approach of our Account Managers. Unlike other places, here at Reliance Insurance, a "producer" won’t be swooping in to take credit for the finesse and brilliance of your account management expertise. Instead, you’ll be at the helm of an existing portfolio of commercial insurance VIP clients, fostering and elevating these cherished relationships with your skills and expertise!Your role is pivotal—it's not merely about managing policies, but about building trust and ensuring a remarkable journey for our long-standing clients.As our Commercial Insurance Account Manager, you’ll:Single-handedly manage and grow your book of VIP clients, ensuring their journey with us is nothing short of epicDive headfirst into new territories, bringing in fresh business and making a name for yourselfJuggle the nitty-gritty—renewals, endorsements, and all that jazz—with a trusty squad of administrative allies by your side. (Yep, you’ve got backup!)Forge ahead in underwriting escapades, policy updates, and more, with the support of Reliance Insurance’s collaborative spirit to prop you upWhat You'll Bring To The TableGot a CAIB 2 / Level 2 BC Insurance license? We definitely want you! Do you have 5+ years of experience in commercial insurance? Even better! Less than 5 years? You're still welcome to apply!A background in Directors & Officers, Errors & Omissions Insurance, or a knack for financial statements will earn you bonus points.Comfortable with EPIC, Outlook, Word, and Excel? You'll glide through this role.What will set you apart:Multitasking excites you, and no detail slips by youYour organizational skills are not just on point, they’re exceptionalYou don’t just communicate; you connect and leave a lasting impressionTeam player or solo performer, you excel in any settingGot that entrepreneurial flair? You see solutions where others see problemsProblem-solving isn’t just a skill, it’s your superpowerIntegrity and ethics are your guiding starsAnd don’t sweat the small stuff; admin tasks are covered, so you can focus on what you do best: building and strengthening client relationships.Here’s the bottom line: If managing a portfolio of long-standing clients and ensuring they get the top-notch service they deserve resonates with you, you might just be the Account Manager we’ve been searching for at Reliance Insurance!About the BenefitsJoin the Reliance Insurance family and enjoy a rewarding start with a base salary of $80K+, with the potential to earn $100-120K annually through commissions on new business. Here's what we offer:Full health and paramedical coverage, ensuring your well-being is taken care ofRRSP matching to support your future financial goalsGenerous vacation and personal days, because you deserve a breakComplimentary parking, making your daily commute a bit easierContinuous Learning & Development opportunities for your professional growthFun company events, from birthday luncheons to outings at Canucks gamesA culture of internal promotion, valuing your talent and dedicationJoin a collaborative, supportive, and pet-friendly work environmentBe a part of a diverse team within a stable company that's been growing for 40 yearsRelocation with Reliance: We can support your move to thrive in beautiful British Columbia!Engaging with our loyal clients and delivering outstanding service at Reliance Insurance excites you? We're enthusiastic about connecting. APPLY NOW and let’s embark on this journey together!Interested in working for Reliance Insurance, but may be unqualified for this position? Check out our other open roles on our Careers page!
Insurance Claims Director
PwC, Toronto, ON
A career in Deals Valuation, will provide you with the opportunity to help organisations unlock greater value from existing assets and ongoing capital expenditures as well as new acquisitions, investments, and complex corporate arrangements. We focus on a series of services, such as acquisition and disposal valuation advice including deal pricing and negotiation support, strategic value consulting for improvement of corporate and capital management decisions, financial modelling and value analysis. In short, upon being a member of our team, you will support clients to make profound strategic decisions, better conduct business transactions and decisions, appropriately allocate capital investment, and satisfy regulatory requirements with professional skills and in-depth industry knowledge.Meaningful work you'll be part of As an Insurance Claims 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: • Consult with Clients, Clients' counsel and representatives of insurance companies • Play a leading role in business development activities and developing and presenting educational seminars • Provide hands-on leadership in client engagements and project delivery, and provide strategic guidance and oversight to the team including: • Prepare detailed analysis of accounting records and other personal and corporate financial information • Present analysis and research using Microsoft Excel, Microsoft Word, Microsoft PowerPoint, and the Internet • Prepare/review and present loss quantification and/or loss review (critique) reports to lawyers (both plaintiff and defense counsel) and/or insurance adjusters/claims managers • Manage and mentor Associates, Senior Associates and Managers on the team • Role model use of emerging technology and automation tools Experiences and skills you'll use to solve:• Leadership experience in the quantification and review of economic losses due to personal injury and commercial claims (such as business interruption, stock or inventory loss) is required • Several years of experience leading a team, including coaching and mentoring junior staff • Proven ability and success in business development, and market presence is required • Strong working knowledge of Forensic Accounting and solid understanding of accounting concepts • Successful completion of a finance or accounting related Undergraduate Degree / College Diploma and completion of an Accounting designation • Ability to manage engagement economics and risk • Clear, articulate and confident written and verbal communication skills, including client reports, presentations, papers and articles • Strong analytical and problem solving capabilities, strong research skills • Experience with leading-edge technologies • Willing to travel if necessary • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. What to consider before applying• Travel requirement for this role is 5-15%. 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.
Manager, Sales Contract Administration & Compliance
Teck Resources, Toronto, ON
Job Summary: Reporting to the Vice President, Marketing & Logistics, the Manager, Sales Contract Administration & Compliance is responsible for managing the distributed team of contract and sales administrators and the team's customs and trade compliance activities for Teck's concentrate and refined metals product sales. The successful candidate will be responsible for leading the team in the efficient and economic delivery of all Teck concentrate and refined metal product sales worldwide. From contract creation, order-taking, sourcing & booking material, this role will ensure the accurate customs & shipping documentation, and all invoicing through to final settlement including delivery of product to customer sites! We are specifically looking for a teammate with outstanding interpersonal skills, able cooperate with individuals with a diverse set of backgrounds and levels of expertise, and with superb mentorship abilities. Don't miss out on this exciting opportunity to be part of one of Canada's leading mining companies and join our team! Responsibilities: Be a courageous safety leader, adhere to and sponsor safety and environmental rules and procedures Cooperate with the sales directors/managers/marketing representatives Lead and mentor team regarding contract creation and shipments from mine/port/smelter and other points of origin to the warehouse, ocean terminal and customer Manage team to provide outstanding consistent customer service & execution by ensuring that all documentation including contracts, sales orders, invoicing and hedging on mismatch PFR QP's are complete, accurate and presented in accordance with the sales agreements reached between customers and Teck's sales team Develop and implement sales execution systems and controls in accordance with applicable compliance and governance policies, including International Financial Reporting Standards (IFRS), Sarbanes Oxley (SOX), Canada Border Services Agency (CBSA), and U.S. Customs and Border Protection (CBP) Investigate sales execution issues and violations to resolve cause, recommend appropriate remediation actions, liaison between parties involved to achieve resolution, and take vital steps to prevent future violations Collaborate with sales, management, accounting, risk, legal, internal audit, treasury (hedging) and other departments as needed Collaborate efficiently with the sales managers and other external collaborators to achieve Commercial objectives (netbacks / returns, inventory, DSO, hedge risk management, etc.) and find cost effective solutions to problems that may impede customer deliveries, paperwork and contract execution issues Closely collaborate with IS, accounting and management to match our business processes to TML's various system applications e.g. understand impact of actions on business processes Apply TML's sales policies and procedures and assist in establishing them. Interpret, lead, integrate and apply various business related rules and regulations with respect to Customs/Import/export regulations Qualifications: A minimum of ten years' of work experience working with customers in a B2B environment (commodities and/or logistics) A business degree from an accredited university preferably supported by an accounting/professional designation (CPA, CA, CMA, CGA, MBA-Finance) to ensure compliance with IFRS, GAAP, statutory and legal requirements Working level Spanish would be an asset CTCS or CCS designations are preferred Proficient in MS Office and a good understanding of SAP (ECC6) and Microsoft Dynamics CRM is preferred Previous experience working in an international corporate environment (supporting executive-level decision-making, implementing cross-organizational initiatives, and contributing to matrix-management environments) Skills in project management and oversight involving multiple external partners Able to lead, empower and challenge a team to achieve team objectives Proficient interpersonal skills with ability to work with multiple external partners including sales, employees, customers, service providers and internal departments. Outstanding organizational skills with the ability to prioritize activities to meet both internal and external deadlines A standout colleague who is comfortable working in a fast-paced environment Solid understanding of supply and delivery of products including production scheduling, logistics and hedging Knowledge and comprehension of technical and legal terms in letters of credit, shipping documents and sales contracts Knowledge of customers' needs and how products, services and processes affects their needs Able to travel internationally as required Why join Us? At Teck, we offer more than just a job - we provide a pathway to personal and professional enrichment. With captivating projects set against stunning backdrops, a culture of inclusivity and collaboration, and boundless opportunities to learn and grow, joining us means embracing a fulfilling and dynamic career adventure.Teck employees receive access to our total rewards program and comprehensive benefits package that promote physical, mental, financial, and emotional well-being. This includes but is not limited to: Annual Performance Bonus Profit Share Plan Health Spending Account Personal Spending Account Extended Health Care Dental and Vision Care Employer Paid Pension Plan Life Insurance and Disability Coverage Paid Sick Leave, Vacation and Holidays Virtual Telemedicine and additional support for overall well-being Employee and Family Assistance Program (EFAP) Salary Range: The actual base salary offered is determined based on the successful candidate's relevant experience, skills, and competencies and considers internal equity.Salary Range: At Teck, we believe in fostering an inclusive and equitable workplace where every individual is treated with respect. We aim to create an environment of trust and accountability, where both current and prospective team members can confidently engage in discussions about their employment and compensation that will contribute to our shared success. Providing remuneration details illustrates our commitment to transparent and equitable compensation practices.About Teck At Teck, we value diversity. Our teams work collaboratively and respect each person's unique perspective and contribution. Qualified applicants interested in joining dynamic team are encouraged to submit a resume and cover letter electronically. We wish to thank all applicants for their interest and effort in applying for the position; however, only candidates selected for interviews will be contacted. Teck is a diversified resource company committed to responsible mining and mineral development with major business units focused on copper, steelmaking coal and zinc, as well as investments in energy assets. Teck has been named one of Canada's Top 100 Employers for the six consecutive years. Teck has also been named to the Forbes list of the World's Best Employers for the past two years and is one of Canada's Top Employers for Young People . Headquartered in Vancouver, Canada, its shares are listed on the Toronto Stock Exchange under the symbols TECK.A and TECK.B and the New York Stock Exchange under the symbol TECK. #LI-JK1 Learn more about Teck at www.teck.com or follow @TeckResources Job Segment: Contract Manager, Coal Mining, Marketing Manager, Internal Audit, Legal, Mining, Marketing, Finance Apply now »
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.
Account Manager, Commercial Insurance
Scout Talent, Vancouver, BC
Dive into Reliance, where we invest in your long-term growth. Less red tape, more flourishing. Say goodbye to overbearing oversight and hello to your full potentialUnleash your creativity with the freedom to steer your path, supported by a team that's not just colleagues, but familyReap the rewards for your fantastic efforts with a solid $80,000+ base salary, and the opportunity to skyrocket up to $120,000 annually Join Our Family: Your Forever Home Awaits at Reliance Insurance!Hey there! We’re Reliance Insurance, a place where innovation blooms, teamwork is the name of the game, and every day is a new adventure. Since 1983, our Canadian-owned, insurance institution has been shaking things up in the commercial, home, auto, marine, and life insurance sectors.But here’s the thing: due to our growth and flurry of internal promotions, we're looking for a remarkable Commercial Insurance Account Manager to hop on board at our state-of-the-art headquarters in Burnaby, BC.About the OpportunityHere's the scoop: we value the hands-on approach of our Account Managers. Unlike other places, here at Reliance Insurance, a "producer" won’t be swooping in to take credit for the finesse and brilliance of your account management expertise. Instead, you’ll be at the helm of an existing portfolio of commercial insurance VIP clients, fostering and elevating these cherished relationships with your skills and expertise!Your role is pivotal—it's not merely about managing policies, but about building trust and ensuring a remarkable journey for our long-standing clients.As our Commercial Insurance Account Manager, you’ll:Single-handedly manage and grow your book of VIP clients, ensuring their journey with us is nothing short of epicDive headfirst into new territories, bringing in fresh business and making a name for yourselfJuggle the nitty-gritty—renewals, endorsements, and all that jazz—with a trusty squad of administrative allies by your side. (Yep, you’ve got backup!)Forge ahead in underwriting escapades, policy updates, and more, with the support of Reliance Insurance’s collaborative spirit to prop you upWhat You'll Bring To The TableGot a CAIB 2 / Level 2 BC Insurance license? We definitely want you! Do you have 5+ years of experience in commercial insurance? Even better! Less than 5 years? You're still welcome to apply!A background in Directors & Officers, Errors & Omissions Insurance, or a knack for financial statements will earn you bonus points.Comfortable with EPIC, Outlook, Word, and Excel? You'll glide through this role.What will set you apart:Multitasking excites you, and no detail slips by youYour organizational skills are not just on point, they’re exceptionalYou don’t just communicate; you connect and leave a lasting impressionTeam player or solo performer, you excel in any settingGot that entrepreneurial flair? You see solutions where others see problemsProblem-solving isn’t just a skill, it’s your superpowerIntegrity and ethics are your guiding starsAnd don’t sweat the small stuff; admin tasks are covered, so you can focus on what you do best: building and strengthening client relationships.Here’s the bottom line: If managing a portfolio of long-standing clients and ensuring they get the top-notch service they deserve resonates with you, you might just be the Account Manager we’ve been searching for at Reliance Insurance!About the BenefitsJoin the Reliance Insurance family and enjoy a rewarding start with a base salary of $80K+, with the potential to earn $100-120K annually through commissions on new business. Here's what we offer:Full health and paramedical coverage, ensuring your well-being is taken care ofRRSP matching to support your future financial goalsGenerous vacation and personal days, because you deserve a breakComplimentary parking, making your daily commute a bit easierContinuous Learning & Development opportunities for your professional growthFun company events, from birthday luncheons to outings at Canucks gamesA culture of internal promotion, valuing your talent and dedicationJoin a collaborative, supportive, and pet-friendly work environmentBe a part of a diverse team within a stable company that's been growing for 40 yearsRelocation with Reliance: We can support your move to thrive in beautiful British Columbia!Engaging with our loyal clients and delivering outstanding service at Reliance Insurance excites you? We're enthusiastic about connecting. APPLY NOW and let’s embark on this journey together!Interested in working for Reliance Insurance, but may be unqualified for this position? Check out our other open roles on our Careers page!
New Business Associate - BMO Insurance
BMO, Toronto, ON
Application Deadline: 04/24/2024Address:60 Yonge StreetThe New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New BusinessIssue and settle policy contracts in an efficient manner to meet service and quality level standardsAddress customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to managementUnderstand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contractsExhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgencyInvestigate and resolve inquiries from the field and other team members related to specific casesCollaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriterEffectively communicate with Case Coordinators to obtain any outstanding requirementsProvide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities:Answering advisor inquiries to provide accurate information about BMO Life Assurance applicationsRun policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of informationPerforming simple and complex New Business administrative tasks, as required for the processing of insurance applicationsManaging time sensitive financial transactions which requires understanding of market timing and the impact of backdatingUnderstanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAccuracy and timeliness of the work completed by this role is critical to BMO Life Insurance's reputational risk Required Skills Strong customer service orientationAbility to effectively multi-taskAbility to handle high pressure situations with very tight turnaround requirementsExcellent organization skillsProductivity focused: Able to consistently process a high volume of tasks dailyAbility to make sound transactional decisions in accordance with policies and directivesProficient with Microsoft Office (Word, Excel) Required Knowledge High school diplomaUniversity/College graduates preferredExcellent English - Written and Oral Communication skills requiredFluently Bilingual in French would be an asset but not requiredCompletion of introductory LOMA courses (LOMA 1 and 2) preferredWorking knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels1-2 years' experience in Life Insurance; New Business or Customer Service area preferredPrevious experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet)Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
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).
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.
Sr. Bilingual Underwriting Consultant - BMO Insurance (may be Virtual)
BMO, Toronto, ON
Application Deadline: 04/18/2024Address:60 Yonge StreetThe Underwriter is accountable for assessing the early death and early incidence of a critical illness for the purpose of determining accurate underwriting mortality and morbidity. This role is accountable to assess complex medical and avocational histories including current financial concepts in the Individual Life insurance space. This role is accountable to assess individual risk in accordance to established underwriting principles within their signing authority. This role is required to have advanced critical thinking, communication, negotiation and interpersonal skills. This role is also required to have advanced knowledge of current industry trends and a strong command of data and analytics skills. Accountabilities Medical/Non-Medical/Financial UnderwritingFollow the underwriting principles, directives, guidelines & manuals to assess the underwriting risk for New Business applications, Policy Changes for various product lines and distribution channels (Advisor, Direct, Creditor), including but not limited to the following key activities:Calculate appropriate age/amount requirements, auto/jumbo limits and initial and ultimate face amounts of coverage in accordance with external reinsurance treatiesReview and assess AML and governance risk in advance of placing the contract inforceAdjudicate client risk factors in the application and corresponding data elements in order to decide on the right mortality or morbidity riskReview and assess information from Attending Physician Statements and other medical specialists in order to assess life expectancyReview and determine Fair Market Value of Corporately owned policies to ensure amounts of coverage are justifiedWork with client advisory partners (Tax planners, Accountants, Lawyers) to ensure that data is accurately reflected in the risk assessment that is made, insurable interest and review of sales concept involvedLiaise with specialists, such as actuaries, medical providers or doctors, to understand the medical risk and other non-medical risk factors for the identified case Calculate underwriting decision and corresponding mortality rating based on medical experience and training, discussions with internal Medical Doctors, Reinsurance and ActuarialDecide whether the risk should be shared with a re-insurer and negotiate reinsurance agreements on all individual casesDecision the insurance policy and specify any additional conditions to be imposed based on the overall underwriting risk assessmentUpdate system and document notes and prepare for audit reviewCheck in force policies to ensure appropriate initial and ultimate amounts calculatedEnsure that the treaty terms for each Reinsurer on each product line is well understood and followed. Treaties are available to Underwriters and are housed in the Actuarial DepartmentEnsure MIB properly reviewed and coded on each caseEnsure communication is free of any personal comments. Documentation must be clear and concise and outlines methodology of risk assessment for auditing purposesPerform presentations and onsite visits with Nesbitt EIA's, Advisory brokers and Managing General Agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsAML (Anti-Money Laundering) Risk FrameworkRisk score all Universal Life clients and reviewing case parameters according to internal AML guidelinesWork with Corporate AML office on any findings required to change internal policy and procedures for underwritingPerform review of client applications and disclosuresAssess corporate entities based on shareholder ownership and company financialsSupport internal Business Unit Governance team on investigations and suspicious underwriting filesReinsurance NegotiationsReview and assess reinsurance decisions for market competitivenessNegotiate complex medical/non-medical/financial cases with reinsurer to obtain best offerReserve and manage appropriate capacity for large casesCalculate and reserve appropriate initial and ultimate amounts through reinsurance treaty parameters to anticipate future growth liabilitiesProvide insight and feedback to Director Underwriting on trending reinsurance decision and emerging trends for future RFP treaty negotiationsRisk ManagementFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesMust be clear and concise and outlines methodology of risk assessment for auditing purposesVisit brokers and managing general agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAuthorities To deliver on these accountabilities, these roles must have the following authorities:Information Access - Authority to use and access confidential information related to customer information, product and financial information. Authority includes accessing the internet for the purpose of gathering relevant data and current updates.Cross Functional Relationships To MGAs and brokersPerform analysis and provide feedback on quality of business to Director or Underwriting and VP Business DevelopmentProvide detail outcome of underwriting decision taken based on sound medical and financial underwriting analysisPerform presentations to MGA's and independent advisors on industry trends and complex medical underwriting filesMedical DoctorsReview and analyze reinsurance manuals to ensure accurate decision and adherence to reinsurance guidelines based on current reinsurance treaties in effectIdentify any blood/urine specimen trends and abnormalities based on parameters set by VP and Chief Corporate UnderwriterDecision complex medical situations to obtain complete picture for an accurate assessment of underwriting riskTo New BusinessIdentify missing information or additional information required to underwrite applications and advise New Business to gather the required informationAction application as per standards when New Business has updated the system with new informationEnsure system is clearly updated with decision including reinsurance and any applicable amendments, endorsements and/or special instructionsTo ReinsurersSubmit accurate information based on in force, initial and ultimate amounts on all facultative casesEnsure that treaty terms all well understoodEnsure that all accepted offers are communicated in timely manner and files updatedNegotiate the most competitive decisions based on qualitative material information gathered and sound judgmentTo ActuarialLiaise on reinsurance treaty termsLiaise on all special quote requestsLiaise on illustrations as requiredLiaise on Policy Changes as required and any special requests from Sales/Marketing Qualifications :KnowledgeUndergraduate degree5-10 years experience in an underwriting environmentALU II - working towards F.A.L.U.SkillsBusiness Numeracy (In-depth)Analytical skills (In-depth)Negotiation skills (In-depth)Bilingualism French and English is requiredCommunicationGrade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Sales Representative for Eastern Ontario
CASA, Le Gardeur, QC
Do you have 3 to 5 years of experience in sales development, ideally in the agricultural field? Do you master the spoken and written English language? Are you strong in communication and building relationships with customers? Do you know Eastern Ontario?If so, at CASA we can offer you a stable job in our dynamic and growing company with interesting, stimulating and diversified tasks!CASA is a Quebec family business established for nearly 50 years which specializes in the manufacturing and installation of agricultural and commercial equipment, used for the storage, handling, packaging, and processing of grains.Awarded as Canada's Best Managed Companies since 2019, CASA continues its growth and is currently looking for a Sales Representative for Eastern Ontario.Reporting to our Sales Director, you will pivotal in driving sales volume growth, all while prioritizing customer satisfaction and fostering loyalty within the Eastern Ontario region.Responsibilities:Conduct business development for the Eastern Ontario territory mainly on the roadVisit existing customers and potential customers to tell them about CASA productsPrepare submissions and monitor the progress of work with your clientsEnsure impeccable after-sales service for your customersBenefits :competitive salary + commissionsequipment provided (computer, company car (pick-up), cell phone, other expenses, clothing and much more!)other interesting advantages:employee assistance programgroup insurance (dental, travel, disability, life)collective RRSPopportunity for development:regular trainingstimulating challenges, company focused on continuous improvementpermanent employment and which promotes internal advancementmotivating and dynamic team with a culture of passion, perseverance, collaboration, commitment Required profile :3 to 5 years of relevant experience in sales developmentAdvanced spoken and written English (mandatory) and ideally French/English bilingualism (advantage)Autonomy, proactivity, resourcefulness, and sense of initiativeTeam spirit, very good level of organization and time managementPerseverance, focus on results and customer satisfactionStrong skills in communication and building relationships with customersVery good knowledge of Eastern Ontario and/or residence in an area close to Ontario or in Ontario (advantage)Knowledge of the agricultural environment and/or grain storage and transportation equipment (advantage)Sales experience on the road (advantage)Any other combination of relevant knowledge and experience will be considered
Managing Director & Team Lead, Credit Structuring
BMO, Toronto, ON
Application Deadline: 04/25/2024Address: 100 King Street WestJob Family Group:Commercial Sales & ServiceBusiness Property Finance ("BPF") platform was established in 2019 and covering operational real estate sectors, including Seniors Housing, Long Term Care, Hotels, Storage Facilities, Student Housing, Film Studios, Data Centers and Parking Facilities.The genesis of the platform was to ensure deep sector coverage across North America, pursuing a One Bank approach and ensuring strong risk management, consistency in structure, and earning strong risk adjusted returns on capital. We provide end to end financing across all sectors covered by BPF. We bring strong credit structuring experience, from land development financing, construction financing, lease-up financing to long-term take-out financing/mortgages. We also work closely with our Capital Partners (Sub-debt and Equity) and Capital Market teams to provide full balance sheet solutions including capital markets debt and equity, and (Bonds, REITS/IPO, etc.) interest rate hedging solutions (SWAPS, Options, etc.).We bring deep sector knowledge, structuring expertise, geographic coverage and strong network in dealing with top echelon clients in all sectors. Our growth strategy remains focused on building strong "house bank" relationships with experienced portfolio operators with quality assets in primary and secondary markets and delivering solid returns to the Bank.Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Provides professionally packaged advice and solutions to corporate clients and prospects to fulfill client needs and generate revenue for BMO.Leads and executes business development plans to that business goals are achieved or exceeded.Creates and sustains consistent superior service to customers/clients and prospects.Develops an expert understanding of business/group challenges.Networks with industry contacts to gather competitive insights and best practices.Recommends measures to improve organizational effectiveness.May consult to or serve on various committees and task forces.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals.Ensures alignment between stakeholders.Develops and applies the framework for databases; oversees database management in adherence with data governance standards.Monitors and tracks performance, and addresses any issues.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.Identifies issues, gaps and process improvements through open communication and through the monitoring of productivity against benchmarks.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.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 BMO's 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.Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.Influences how teams/groups work together.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.Communicates abstract concepts in simple terms.Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.Anticipates trends and responds by implementing appropriate changes.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Seasoned expert with extensive industry knowledge.Technical leader viewed as a thought leader for innovation.Verbal & written communication skills - Expert.Analytical and problem solving skills - Expert.Influence skills - Expert.Collaboration & team skills; with a focus on cross-group collaboration - Expert.Able to manage ambiguity.Data driven decision making - Expert.Compensation and Benefits:$103,500.00 - $192,500.00Pay 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, 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 Director
Jump! Recruteurs, Montreal, QC
Greater Montreal and Quebec regionIndustrial FieldHaving built a solid reputation over the last 30 years in its industry, relying on values of innovation, respect, collaboration and integrity, our client seeks to surround itself with the best talents in the pursuit of its mission and continued growth.Under the supervision of the National Sales Manager, you will lead the sales team and provide strategic leadership to drive the growth and development of the Quebec region ensuring that agreed financial objectives are achieved.Supervision of a team of technical sales representatives to meet or exceed annual sales and performance goals.Contribution to providing the advice, tools, technical assistance and training necessary to the regional sales team to position the company as a leader in their sector of activity.Supervision and leadership of the direct and indirect sales team ensuring their collaboration to meet regional and organizational performance requirements.Maintaining a culture focused on customer service, trust, continuous improvement, safety, reliability, quality, accountability and discipline.Achieving and exceeding financial and results performance targets against annual budget targets and appropriate performance indicators.Management of performance indicators and identification of problems affecting sales results and implementation of continuous improvement initiatives.Promotion of the activity plan by ensuring good communication and understanding of it among the team.Supports team members and represents management with key clients.Manage human resources according to plan, leading recruitment, training and performance management processes.Participate in special projects aimed at improving the company, its tools, processes and procedures.Are you a hands-on person who wants to advance your team, who wants to evolve in an environment that will allow you to diversify your skills and progress in your career? You will work within a well-established Canadian company recognized for its seriousness and reliability.Salary $100,000 – $125,000 depending on expertise and experienceBonus ranging from 25 to 50% of your base salaryAnnual car allowanceComprehensive group insurance3 weeks of vacation and 5 days of sicknessAccess to RRSPsPossibility of working from home or HybridLocation: Greater Montreal and Quebec region Experience and Skills Required:BAC in business administration or related.8-10 years of experience in business development with significant results in terms of sales.5 years of experience in team and sales budget management.Proven ability to manage business development programs offering technical solutions to major customer challenges in the industrial sector.Ability to manage the development and proposal and negotiation of agreements within a very customer-focused organization.Knowledge of the field of industrial handling or warehousing would be an asset.Demonstrate leadership and be a change management agent, demonstrating an ability to proactively identify problems and propose effective solutions.Valid driving licenseBilingualism.
Sales Leader- Financial Services- Toronto
Michael Page, Toronto
Leading a Sales team which focuses on new business development as well as leveraging existing client base.Reporting into the CRO, you will responsible for implementing sales strategies & processes for driving commercial success.You will be providing Economic Research, and Market Analysis to clients in a subscription based(SaaS) model.Focus Area: Investment Banks, asset managers, fund managers, Portfolio ManagersMPI does not discriminate on the basis of race, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, or based on an individual's status in any group or class otherwise protected under applicable human rights legislation. MPI encourages applications from minorities, women, the disabled and all other qualified applicants7-10 years of relevant sales experience selling into Investment banks, asset managers, fund managers, Portfolio Managers.3+ years of Sales Leadership experience.Experienced negotiating long sales cycle deals.A proven track record of hitting/over-achieving sales targets.
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, Corporate Finance
BMO, Toronto, ON
Application Deadline: 04/22/2024Address: 100 King Street WestJob Family Group:Commercial Sales & ServiceFacilitates 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 Bank's 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 client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.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 marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned 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 - $156,000.00Pay 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 of the Project Management and Engineering Center of Excellence
Jump! Recruteurs, Val-d'Or, QC
Do you want to use your strategic skills to lead a team in project management and engineering? Do you have good knowledge of the mining sector and have demonstrated leadership in your current role? Do you want to contribute to the growth of a respected organization that invests in its employees/partners? If so, please contact us.The CompanyOur client, a company providing specialized solutions to the mining, industrial, forestry and municipal sectors, has a mission to realize its clients’ projects with passion, resilience and innovation. Its wide range of services is grouped into four centers of excellence: project management and engineering, water treatment, manufacturing and industrial services.With rapid growth, the company now has more than 300 employees in six offices.Job DescriptionUnder the supervision of the Vice-President Operations, the role of the director of the project management and engineering center of excellence will be to take charge of all operational activities with the aim of achieving corporate objectives. To successfully carry out his projects, the director will be supported by a competent and dedicated team.ChallengesThe director is required to achieve the following common objectives:ManagementResponsible for the smooth running of operations;Ensure good supervision and communication processes;Ensure the proper management of production activities;Meet the members of your team to ensure good management;Participate in the cluster’s various committees;Implement processes and carry out continuous improvement;Responsible for achieving departmental targets:OSH;Performance;Productivity;Quality.Responsible for achieving and respecting budgets:Annual budget and department development;Maintain, achieve and carry out weekly and monthly follow-ups;Targeted activities.Communication :Be a unifier for the team and team spirit;Be the guardian of the company’s values;Participate in talent development.The SaleResponsible for the revenue established for his department:Coordinate, participate and complete the required sales;Develop the sales plan;Track, maintain and explain weekly results.The DeliveryEnsure the proper coordination of project deliverables to clients:Compliance of the work performed;Customer satisfaction;Technical assistance to the team;Performance in carrying out projects.MobilizationRealize the full potential of your team and the department;Responsible for keeping his team mobilized in the various tasks;Develop team members (technical and personal training);Evaluate your team members.KnowledgeMaster the Microsoft Office suite;Master the basics of human management;Control the financial cycle of projects in terms of invoicing, management of accrued income and work in progress and monitoring of accounts receivable;Ability to develop and follow a budget as well as understand financial ratios and the financial cycle of projects;Specialization in an industrial environment (an asset).SkillsMaster the techniques of the field of application;Plan, organize, develop, control and analyze the different tasks;Ability to develop processes and methods to facilitate work;Ability to mobilize and motivate a work team;Ability to demonstrate transformational leadership;Intervene at the appropriate time in work teams to maintain a healthy work climate;Ability to adapt your management style according to the personalities of the members of your work team;Demonstrate an analytical mind and be an active listener;Solve problems effectively;Use available resources in order to meet deadlines;Maintain good relations with suppliers, customers and any other person or organization necessary for the company’s business.AttitudesOpen-mindedness;Rigorous;Respectful;High ethical sense;Honesty;Integrity;Governance.AbilitiesPersonnal management;Communication;Decision-making and managerial courage;Play an advisory role with the team;Teamwork;Autonomy;Sense of responsibility;Resourcefulness.Job RequirementsPossessing any degree in management will be considered an asset;Be an OIQ member;Holding an MBA will be considered an asset;Have more than 8 years of experience in management and team management experience;Experience in a mining or forestry environment will be considered an asset;Excellent communication both oral and written in English.BenefitsSalary according to experience and qualifications;Eligible for insurance and group RRSP;Eligible for 80 hours of flexible leave per year;Employee assistance program and social club.Salary: $150,000 to $180,000 + bonus and benefitsLocation: Val-d’Or or Laval