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Private Banking Officer
BMO Financial Group, Vancouver, BC
Application Deadline: 05/25/2024 Address: 2601-2609 Granville Street Job Family Group: Wealth Sales & Service Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness. Assists in preparing new business proposals or presentations to clients/prospects. Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees. Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels. Determines client needs and ensures timely and accurate completion of transaction processing. Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business. Collaborates with internal and external stakeholders in order to deliver on business objectives. Analyzes data and information to provide insights and recommendations. Reviews overdraft and other monitoring reports with Private Banker and actions accordingly. Strives to exceed client service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities. Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Participates in audits and compliance reviews as assigned. Identifies and escalates all irregularities and discrepancies to management. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. Basic knowledge of the Lending Process and supporting policies. Basic knowledge of loan and security documentation, including registration and renewal routine. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $37,500.00 - $69,500.00 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.
Private Banking Officer, Sales - BMO Private Wealth
BMO, Montreal, QC
Application Deadline: 04/18/2024Address:1250 boul Rene Levesque OuestSupports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.Assists in preparing new business proposals or presentations to clients/prospects.Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Determines client needs and ensures timely and accurate completion of transaction processing.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.Strives to exceed client service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Participates in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Bilingualism French and EnglishMust meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled (RISI)Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.Basic knowledge of the Lending Process and supporting policies.Basic knowledge of loan and security documentation, including registration and renewal routine.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. 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.
Private Banking Officer, Sales - BMO Private Wealth
BMO, Quebec, QC
Application Deadline: 04/05/2024Address: 2828 boul LaurierJob Family Group:Wealth Sales & Service***Administrative support role***Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.Assists in preparing new business proposals or presentations to clients/prospects.Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Determines client needs and ensures timely and accurate completion of transaction processing.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.Strives to exceed client service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Participates in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.English intermediate level is requiredFrench expert level is requiredMust meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.Basic knowledge of the Lending Process and supporting policies.Basic knowledge of loan and security documentation, including registration and renewal routine.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$37 500,00 - $69 500,00Pay 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.
Bilingual Investment Specialist - Mutual Funds - Outbound
BMO, Quebec, QC
Application Deadline: 06/27/2024Address:VIRTUAL61 - HomeRes - QC - BMOLanguage Requirements for role: Strong verbal and written language skills in both French and EnglishCertifications: Must have completed IFIC or CSC Work from home Availability to work between 10:00AM and 8:00PM EST Monday to Friday (37.5 hours per week)Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer's objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.Primarily outbound calls to customers to look proactively for opportunities to enhance customer experience by providing products that meet investment needs. There is the potential to take inbound calls should market conditions warrant it.Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.Provides professional quality sales and service for customer and prospect inquires, issues and requests.Probes to understand customer needs and advises them through their unique investment needs.Achieves sales targets with a focus on relevant investment products.Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.Escalates complex or unresolved customer situations to senior managers as required.Performs any required documentation after completed customer interactions to ensure customer's requests are accurately processed.Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.Integrates marketing promotions and programs into customer conversations where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.High school diploma or equivalent work experience.Knowledge of competitive market place trends and product offerings.Knowledge of BMO Investment / BMO InvestorLine products and services.Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment RepresentativeSome understanding of Risk Management & Compliance.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. 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.
Bilingual Investment Specialist - Mutual Funds - Outbound
BMO Financial Group, Montreal, QC
Application Deadline: 06/27/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Wealth Sales & Service Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have completed IFIC or CSC Work from home Availability to work between 10:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customers objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. Primarily outbound calls to customers to look proactively for opportunities to enhance customer experience by providing products that meet investment needs. There is the potential to take inbound calls should market conditions warrant it.Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Provides professional quality sales and service for customer and prospect inquires, issues and requests. Probes to understand customer needs and advises them through their unique investment needs. Achieves sales targets with a focus on relevant investment products. Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. Escalates complex or unresolved customer situations to senior managers as required. Performs any required documentation after completed customer interactions to ensure customers requests are accurately processed. Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. Integrates marketing promotions and programs into customer conversations where appropriate. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. High school diploma or equivalent work experience. Knowledge of competitive market place trends and product offerings. Knowledge of BMO Investment / BMO InvestorLine products and services. Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative Some understanding of Risk Management & Compliance. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37,500.00 - $69,500.00 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.
Client Services Officer
BMO Financial Group, Calgary, AB
Application Deadline: 04/28/2024 Address: 350 7th Ave SW Job Family Group: Commercial Sales & Service Provides exceptional, daily operational service support to grow the Banks market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex and/or top tiered clients. Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Gathers and formats data into regular and ad-hoc reports, and dashboards. Explores and identifies enhancements and cross-sell opportunities and bringing these opportunities to the appropriate line of business contact. Actively listens to clients' concerns and diagnoses clients service needs. Facilitates timely client problem-resolution, engages cross-functional representatives or groups as appropriate. Responds to client concerns in a professional manner to convey ownership, competence, respect for the client relationship. Accurately documents client requests using the groups tracking systems. Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products. Applies consistent and timely follow ups to demonstrate a commitment to customer satisfaction and high standards of responsiveness. Serves as an advocate for individual clients and escalating issues as necessary to facilitate the timely resolution of service problems. Supports the development of tailored messaging, which may include writing, editing and distributing communications. Tracks collection of client service fees Collaborates with internal and external stakeholders in order to deliver on business objectives. Executes work to deliver timely, accurate, and efficient service. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable 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. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $37 500,00 - $69 500,00 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.
Investment Specialist-Mutual Funds, BMO Investment Centre (Virtual - Bilingual - French and English)
BMO, Quebec, QC
Application Deadline: 04/29/2024Address: VIRTUAL61 - HomeRes - QC - BMOJob Family Group:Wealth Sales & ServiceLanguage requirements for the role: Strong verbal and written languages skills in both French and English Expected start date : May 21st, 2024 One of these certifications is required for the start date: CSC or IFIC Hours of operation: Monday to Friday between 8AM and 6PMUnderstands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer's objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.Provides professional quality sales and service for customer and prospect inquires, issues and requests.Probes to understand customer needs and advises them through their unique investment needs.Achieves sales targets with a focus on relevant investment products.Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.Escalates complex or unresolved customer situations to senior managers as required.Performs any required documentation after completed customer interactions to ensure customer's requests are accurately processed.Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.Integrates marketing promotions and programs into customer conversations where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.High school diploma or equivalent work experience.Knowledge of competitive market place trends and product offerings.Knowledge of BMO Investment / BMO InvestorLine products and services.Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment RepresentativeSome understanding of Risk Management & Compliance.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$37,500.00 - $69,500.00Pay 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.
LSO FOR 3 - Forest Investment Specialist
BC Public Service, Cranbrook, BC
Posting Title LSO FOR 3 - Forest Investment Specialist Position Classification Licensed Sc Off Forester 3 Union PEA Work Options Hybrid Location Castlegar, BC V1N 4P5 CACranbrook, BC V1C 7G5 CAGolden, BC V0A 1H0 CAGrand Forks, BC V0H 1H4 CAInvermere, BC V0A 1K0 CAKamloops, BC V2H 1B7 CAMultiple Locations, BC CA (Primary)Nelson, BC V1L 6K1 CAPenticton, BC V2A 8X1 CARevelstoke, BC V0E 3K0 CASalary Range As of April 7, 2024: $77,718.46 - $99,452.15 annually Close Date 4/9/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Ministry of Forests Ministry Branch / Division Forest Investment and Reporting Branch/OCF Job Summary Apply your strong leadership and business acumen in this dynamic natural resource management roleThe Forest Investment and Reporting Branch (FIRB) coordinates forest investments through the Forest Investment Program (FIP) to achieve multiple social, environmental and economic benefits. FIRB provides leadership and expertise in the management of forest carbon, timber supply, climate change adaptation, habitat restoration, and cultural values as these pertain to forest investments and funding source priorities. The Forest Investment Program (FIP) oversees funding for government funded silviculture including related federal and provincial funding. The branch also leads the ministry's Integrated Investment Planning process. The FIRB works closely with staff from other Forests (FOR) branches, regions and districts, BC Timber Sales (BCTS), Ministry of Water, Lands and Resource Stewardship, Ministry of Environment & Climate Change Strategy (MOE), Ministry of Indigenous Relations and Reconciliation (MIRR) along with other government agencies. The Forest Investment Specialist is responsible for delivery of projects that align with the eligibility criteria and goals of FIP, most notably for reforestation, fertilization, timber supply mitigation, road rehabilitation and habitat restoration. To deliver the FIP projects, the Forest Investment Specialist will work with the Forest Investment Officers, regional Integrated Investment Specialists, Silviculture Specialists, BCTS representatives and District Stewardship staff to coordinate projects with multiple funding sources and in alignment with Regional priorities.Explore the opportunities and value working with our team can offer you: Why Work for the Ministry of Forests .Job Requirements:• University degree in Forestry, Natural Resources Management or related field AND minimum 3 years' recent (within the last 8 years) *related experience; OR an equivalent combination of education and experience may also be considered.*Related experience must include:• Experience planning and coordinating complex projects/assignments in the natural resource sector. • Experience working in a silviculture program. • Experience providing professional advice and recommendations on legislation, policy and programs through policy papers and briefing material. • Experience in preparing and delivering presentations on technical information and concepts.• Registered (or immediately eligible for registration*) as a Professional Forester with the Forest Professionals of BC. * Note: immediately eligible for registration is defined as being able to transfer a current membership from another Canadian jurisdiction. Applicants must confirm their eligibility with the appropriate BC association. Confirmation of registration/eligibility will be required before an offer of employment can be made.Preference may be given to applicants with one (1) or more of the following: • Experience in Indigenous relations. • Experience in project management. • Experience in liaising with internal and external partners. • Education in forest carbon or climate change adaptation. • Experience related to forest carbon or climate change adaptation. • Experience in concisely and persuasively writing a range of documents/content such as briefing notes, policy drafts, project charters, planning documents, project evaluation documents, reports, and correspondence for senior decision makers. • Experience in developing or implementing programs/plans/policies/measures/recommendations to integrate climate change mitigation and adaptation into organizational policies, processes and decisions.Provisos/Willingness Statements • Valid class 5 BC driver's license. • Must be willing and able to travel to connect with Districts in the field.For questions regarding this position, please contact [email protected] .About this Position: Currently there is one (1) permanent opportunity available. This position can be based in any Ministry of Forests - Southern Interioroffice.The locations listed above are to assist applicants in searching for this opportunity and are not a complete list of locations. Flexible work options are available; this position may be able to work up to 2 days at home per week subject to an approved telework agreement. An eligibility list may be established to fill future temporary and permanent vacancies. Employees of the BC Public Service must be located in BC at the time of employment.Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.In addition to this exciting opportunity, the BC Public Service is an award-winning employer in British Columbia, including such accolades as being one of BC's Top Employers for 2017, one of Canada's Top 100 Employers for 2017 and one of Canada's Top Family-Friendly Employers in 2017. The BC Public Service offers a healthy work/life balance, excellent benefits , including one of the best pension plans available, and a variety of opportunities for career learning and development. To find out more, explore What the BC Public Service offers You .How to Apply: Your application must clearly demonstrate how you meet the job requirements listed above.Professional Designation: YES - Please include your registration number in your application. You must be registered (or immediately eligible for registration) as a Professional Forester with Forest Professionals BC. Note: immediately eligible for registration is defined as being able to transfer a current membership from an applicable jurisdiction. Applicants must confirm their eligibility with the Forest Professionals BC . Confirmation of registration/eligibility will be required before an offer of employment can be made.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.Questionnaire: YES - You will need to complete a comprehensive questionnaire to demonstrate how you meet the job requirements. Include all relevant information about your educational accomplishments and employment history including job titles, start and end dates (month and year) of your employment, and how you obtained your relevant experience. The questionnaire will take approximately 60 minutes to complete.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Natural Resource Sector, Scientific and Technical
Service Relationship Specialist
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionSupportSupport Distribution partners in the acquisition of new business; participate and present in finalist presentations and implementation meetings on the Mid-Market Segments. Assist internal partners in acquiring new business by serving as a liaison; take part as a subject-matter expert in the short-list presentations and ongoing meetings for implementing new business.Respond to benefit plan inquiries and resolve escalated and complex inquiries from Plan Sponsors, Plan Advisors/Consultants, and internal department contacts. Owning and respecting the unique demands of each customer while being considerate of the time frame ensuring a thorough response.Champion for a successful outcome for all involved, the Service Relationship Specialist role is responsible for the successful resolution and negotiation of all service escalations. Advocate for a favorable conclusion for all parties. All service escalations must be successfully resolved and negotiate by the Service Relationship Specialist.Initiate Amendment requests ensuring that information is complete and outstanding requirements are obtained in a timely manner to meet deadlines and meet effective dates of plan changes. Collaborate with our Customer Experience/Operations teams to facilitate information-sharing and identify key issues with our online customer.Assist with general internal initiatives related to Group Benefits services, products, and procedures.Facilitate multiple meetings with our Plan Advisors/Consultants and Plan Sponsors as well as internal teams.Take on special projects and/or research assignments for client needs.AdviseAs the face of Manulife, you build and maintain successful and lasting relationships with existing and potential partners. Understand the intricacies and complexities of each Plan Sponsor's Group Benefits designs and the sophistication of the Advisors/Consulting houses. Prepare and analyze and interpret client reports for review. Generate client reports using web analytics platforms via various reporting tools, requiring analysis and comparison of many reports to ensure we are fulfilling our customer’s needs. Provide expertise on Manulife’s digital experience for group benefits clients (Web, mobile, voice), and highlight key features and functionality.Support group benefits clients in driving adoption of our digital tools and experiences among their plan members Provide reporting on digital uptake/usage to help group benefits clients understand overall plan health and identify areas of opportunity for education/engagement. You drive results by reviewing special requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies.Establish and maintain client relationships by identifying current or potential needs and promoting client retention.Providing recommendations on plan design, service options, technology solutions and any ongoing administration needs to the client.Applies understanding of legislative and privacy guidelines to assist in client meetings.EducateDeliver presentations to employee groups to facilitate enrolment and/or introduce their Group Benefits (in person or remote). Meet with plan administrators to train and educate them on effective methods of plan administration.Lead customer workshops and training around product updates & new features Maintain direct contact with clients/advisors, proactively planning your client meetings to ensure regular connections are made.When new products are launched in Group Benefits, take the Lead together with the Account Executive to learn, present and speak to these new services. Become the expert in delivering and educating clients on these services and how it affects their population and what amendments are required to their plans if any.Using our Seismic Tools to put presentations together to present and deliver our services to clients.Clients rely heavily on the Service Relationship Specialist on how to manage new services and products that are launched, or on any new legislative initiatives.Coaching mindset and abilities enabling to define solutions and delivering outcomes. Shared Responsibilities:Works with a Team of Account Executives and collaborates with other Service Relationship Specialists.Assist new Service Relationship Specialists with Job Shadowing and Buddy system to ensure all members of the team can successfully represent Manulife Group Benefits Services.This job description does not represent a comprehensive listing of job duties that are required of the employee performing this role. We reserve the right to change duties or assign additional duties at any time with or without notice.Job Requirements:Minimum three to five years of work experience in Group Benefits. In-depth knowledge and understanding of the Group Benefits products and services.Building and strengthening existing client and consultant/advisor relationships.Proven ability to take initiative, be a strong self-manager and display integrity.GBA designation or working towards the designation an asset.Good knowledge of underwriting concepts. Strong technical and demonstrated analytical skills using Microsoft Office products, Excel and/or PowerPoint, Web Analytics platforms, to arrange and display relevant information during customer business reviews.Excellent presentation skills and the ability to influence decision makers in various areas of organization.Supports, participates, and presents in Mid-Market Finalist Presentations to attain new and keep existing Business out to Market.Strong customer-facing skills including expectation management, communication skills, information management.Ability to work independently and in a team setting, self-starter, innovative thinking with a keen eye for results and driven by quality.Outstanding analytical, strategic, and problem-solving thinking ability - enabling the candidate to recognize issues, outline possible implications and suggest solutions.Relationship-oriented; must be comfortable working with a wide range of individuals at different levels, managing across, up, and down and self-manage to meet timelines of multiple priorities.Capability to determine sensitive client needs or issues.Must have a valid driver’s license and a personal automobile.Competencies:Proven ability to determine business priorities, meet goals, manage high volumes of work.Excellent analytical, problem solving, interpersonal, organizational and time management skills.Negotiation and influencing skills.Strong attention to detail.Champion of superior service delivery and customer service, oral and written communication skills.Good understanding and knowledge of Manulife’s administrative systems.Independent, self-motivated individual with ability to manage multiple tasks and deadlines simultaneously.Strategic and creative thinker focused on finding solutions to unique Plan Sponsor needs.Persuasive communicator with an ability to clearly articulate ideas and present information.Collaborating internally across multiple departments.Ability to be flexible and empathetic and ability to manage conflicts.Proficient in the use of modern technology.Know and understand the growth and persistency strategies.Presenting together with the Account Executives at Client Service Meetings. Taking initiative to prepare and structure these meetings.Service Relationship Specialist attends all meetings for client’s re-enrolment of flex benefits with our Admin Advantage Teams and helps facilitate and ensure all tasks are brought to completion.Attend ongoing service meetings, maintaining and facilitating action logs with head office areas.Excellent planning and project management skills with a confirmed ability to complete projects within tight timeframes.Must be fully bilingual both oral and written (in Quebec only).Decision Authorities: This role directly impacts the Sales, Profitability and Persistency of the overall Distribution offices.Keeping existing clients by ensuring any potential service issues are resolved promptly and putting checks in place to prevent issues from reoccurring.Educating Clients on Manulife’s Group Benefits services that they would benefit from.Key Challenges:Managing high volumes of work within tight time frames and balancing competing priorities.Working with many Advisors/Consultants and Account Executives and balancing their demands, needs and expectations.When a service issue is identified, these could have a financial implication, it is critical that the issue be managed to resolution while ensuring that service and quality are maintained.Working Conditions:Occasional travel will be required within your region to Client Meetings, Wellness Fairs, Employee Sessions.This role will occasionally require working outside traditional business hours to meet client needs. Example - employee sessions for night shift workers.Work Smart options are available.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$56,400.00 CAD - $94,000.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Senior Credit Officer
BMO Financial Group, Montreal, QC
Application Deadline: 05/03/2024 Address: 105-119-129 rue St-Jacques O Job Family Group: Audit, Risk & Compliance Provides independent, objective review and adjudication of credit applications and transactions for an assigned portfolio within credit limits or makes credit recommendations and escalates as required. Ensures the credit quality of the assigned portfolios are maintained within the Banks risk tolerance, policies & procedures, and meet financing guidelines. Supports credit adjudication operations and initiatives. Provides training and support to teams and channels where the applications and transactions originate. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides technical expertise to other team members, acting as a go-to person for the team. Supports the manager by coordinating and managing workflow and exception requests; escalates any concerns. Reviews and communicates decisions on credit transactions with rationale that can be understood and explained to customers. Identifies and advises on terms, conditions and collateral requirements for the transaction decision as well as opportunities for cross-selling and/or alternative solutions to meet clients needs. Keeps abreast of economic and market developments within the portfolio to inform decision making and credit risk policies. Provides approval for exceptions according to established policy and standards. Monitors the credit portfolio through transaction review & approval to ensure compliance with the Banks lending policies and procedures. Provides credit risk coaching and advice to sales & service employees to increase awareness of risk, policy, and knowledge of structuring transactions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Gathers and formats data into regular and ad-hoc reports, and dashboards. Monitors and tracks performance and addresses any issues. Executes work to deliver timely, accurate, and efficient service. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. In-depth knowledge of banking products & services. In-depth knowledge of industry trends and regulations. In-depth knowledge of credit portfolio management policies & procedures, and financing guidelines. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Bilingual in French and English This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $54,500.00 - $101,500.00 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.
Chief Executive Officer - High Rise Development - GTA
Michael Page, Toronto
Provide the required linkage between Owner and the Executive Management Team, and provide them with adequate information to carry out their responsibilities.Provide advice, guidance, direction, and authorization to the Executive Management Team to carry out major plans and procedures, consistent with established policies.Assist the owner in setting strategic goals, objectives, budgets, policies, and procedures to enhance its market share, profitability and return on investment.Conduct a strategic review of performance on a regular basis to determine whether the company is meeting its short-and long-term objectives (increase in profits, increase in market share, return on investment, etc).Develop, in coordination with the Executive Management Team, an integrated business plan that optimizes market share and profitability of existing or new activities.Set departments' high-level goals, objectives and plans and work with them on attaining such goals by closely monitoring their operations.Review the operating results of the company & compare them to established objectives and goals, and follow-up to ensure appropriate measures are taken to correct unsatisfactory results.Establish and maintain an effective system of communications throughout the company to ensure that the responsibilities, authorities, and accountabilities of all executives are clearly defined and understood.Periodically review and check the performance of the Executive Management Team and recommend remedial action and improvements.Promote the companies direction and momentum, its business performance, the positive external impact (image), internal business climate, people and services.Act as the principal public relations officer of the company and represent them with major customers, government entities, the financial community, and the public.Ensure development of an effective organizational structure and the promotion of a positive internal climate in which management development for succession is nurtured.Delegate some responsibilities to appropriate executives in order to ensure smooth running of the company.Conduct annual performance appraisal for all executives and recommend salary adjustments, rewards and promotions.Monitor the adherence of employees to guidelines, policies and procedures.Recruit, develop, manage and motivate executives and employees reporting to themMPI 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 applicantsThe successful candidate will be a dynamic executive with a track record of significant achievements in residential / commercial real estate development and will possess the following qualifications:Bachelor's degree in Engineering or equivalent experience with a minimum of 20 years of related experience.Extensive executive-level management experience (10+ years).Extensive Real Estate Industry experience (5+ years).Strong visionary with proven leadership qualities and an entrepreneurial mindset.Political awareness, professional expertise, financial orientation, self-starting initiative, cross cultural awareness, organization astuteness and team spirit.Ability to select, develop and motivate necessary management talent to maintain the company's overall objectives.Strong interpersonal skills such as leadership, communication, persuasion, motivation, loyalty, and openness.Must be a professional of unquestionable integrity, credibility, and character.**Proficiency in both English and Mandarin/Cantonese Language REQUIRED**.Canadian Citizen or PR Requirement
Private Banking Officer-Sales
BMO, London, ON
Application Deadline: 04/19/2024Address: 255 Queens AvenueJob Family Group:Wealth Sales & ServiceSupports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures.Qualifications:Assists in preparing new business proposals or presentations to clients/prospects.Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Determines client needs and ensures timely and accurate completion of transaction processing.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Participates in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.RISR qualified (Minimum IFIC completed; CSC preferred).Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.Understanding of the Lending Process and supporting policies.Understanding of loan and security documentation, including registration and renewal routine.Knowledge and understanding of banking services.Knowledge of mutual fund/investment products.Specialized knowledge.Verbal & written communication skills - Good.Organization skillls - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$35,700.00 - $66,100.00Pay 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.
LSO FOR 3 - Forest Investment Specialist - Closing date extended
BC Public Service, Cranbrook, BC
Posting Title LSO FOR 3 - Forest Investment Specialist - Closing date extended Position Classification Licensed Sc Off Forester 3 Union PEA Work Options Hybrid Location Castlegar, BC V1N 4P5 CACranbrook, BC V1C 7G5 CAGolden, BC V0A 1H0 CAGrand Forks, BC V0H 1H4 CAInvermere, BC V0A 1K0 CAKamloops, BC V2H 1B7 CAMultiple Locations, BC CA (Primary)Nelson, BC V1L 6K1 CAPenticton, BC V2A 8X1 CARevelstoke, BC V0E 3K0 CASalary Range As of April 7, 2024: $77,718.46 - $99,452.15 annually Close Date 4/23/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Ministry of Forests Ministry Branch / Division Forest Investment and Reporting Branch/OCF Job Summary Apply your strong leadership and business acumen in this dynamic natural resource management roleThe Forest Investment and Reporting Branch (FIRB) coordinates forest investments through the Forest Investment Program (FIP) to achieve multiple social, environmental and economic benefits. FIRB provides leadership and expertise in the management of forest carbon, timber supply, climate change adaptation, habitat restoration, and cultural values as these pertain to forest investments and funding source priorities. The Forest Investment Program (FIP) oversees funding for government funded silviculture including related federal and provincial funding. The branch also leads the ministry's Integrated Investment Planning process. The FIRB works closely with staff from other Forests (FOR) branches, regions and districts, BC Timber Sales (BCTS), Ministry of Water, Lands and Resource Stewardship, Ministry of Environment & Climate Change Strategy (MOE), Ministry of Indigenous Relations and Reconciliation (MIRR) along with other government agencies. The Forest Investment Specialist is responsible for delivery of projects that align with the eligibility criteria and goals of FIP, most notably for reforestation, fertilization, timber supply mitigation, road rehabilitation and habitat restoration. To deliver the FIP projects, the Forest Investment Specialist will work with the Forest Investment Officers, regional Integrated Investment Specialists, Silviculture Specialists, BCTS representatives and District Stewardship staff to coordinate projects with multiple funding sources and in alignment with Regional priorities.Explore the opportunities and value working with our team can offer you: Why Work for the Ministry of Forests .Job Requirements:• University degree in Forestry, Natural Resources Management or related field AND minimum 3 years' recent (within the last 8 years) *related experience; OR an equivalent combination of education and experience may also be considered.*Related experience must include:• Experience planning and coordinating complex projects/assignments in the natural resource sector. • Experience working in a silviculture program. • Experience providing professional advice and recommendations on legislation, policy and programs through policy papers and briefing material. • Experience in preparing and delivering presentations on technical information and concepts.• Registered (or immediately eligible for registration*) as a Professional Forester with the Forest Professionals of BC. * Note: immediately eligible for registration is defined as being able to transfer a current membership from another Canadian jurisdiction. Applicants must confirm their eligibility with the appropriate BC association. Confirmation of registration/eligibility will be required before an offer of employment can be made.Preference may be given to applicants with one (1) or more of the following: • Experience in Indigenous relations. • Experience in project management. • Experience in liaising with internal and external partners. • Education in forest carbon or climate change adaptation. • Experience related to forest carbon or climate change adaptation. • Experience in concisely and persuasively writing a range of documents/content such as briefing notes, policy drafts, project charters, planning documents, project evaluation documents, reports, and correspondence for senior decision makers. • Experience in developing or implementing programs/plans/policies/measures/recommendations to integrate climate change mitigation and adaptation into organizational policies, processes and decisions.Provisos/Willingness Statements • Valid class 5 BC driver's license. • Must be willing and able to travel to connect with Districts in the field.For questions regarding this position, please contact [email protected] .About this Position: Amendment April 16th: Posting closing date extended to April 23rd. Currently there is one (1) permanent opportunity available. This position can be based in any Ministry of Forests - Southern Interioroffice.The locations listed above are to assist applicants in searching for this opportunity and are not a complete list of locations. Flexible work options are available; this position may be able to work up to 2 days at home per week subject to an approved telework agreement. An eligibility list may be established to fill future temporary and permanent vacancies. Employees of the BC Public Service must be located in BC at the time of employment.Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.In addition to this exciting opportunity, the BC Public Service is an award-winning employer in British Columbia, including such accolades as being one of BC's Top Employers for 2017, one of Canada's Top 100 Employers for 2017 and one of Canada's Top Family-Friendly Employers in 2017. The BC Public Service offers a healthy work/life balance, excellent benefits , including one of the best pension plans available, and a variety of opportunities for career learning and development. To find out more, explore What the BC Public Service offers You .How to Apply: Your application must clearly demonstrate how you meet the job requirements listed above.Professional Designation: YES - Please include your registration number in your application. You must be registered (or immediately eligible for registration) as a Professional Forester with Forest Professionals BC. Note: immediately eligible for registration is defined as being able to transfer a current membership from an applicable jurisdiction. Applicants must confirm their eligibility with the Forest Professionals BC . Confirmation of registration/eligibility will be required before an offer of employment can be made.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.Questionnaire: YES - You will need to complete a comprehensive questionnaire to demonstrate how you meet the job requirements. Include all relevant information about your educational accomplishments and employment history including job titles, start and end dates (month and year) of your employment, and how you obtained your relevant experience. The questionnaire will take approximately 60 minutes to complete.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Natural Resource Sector, Scientific and Technical Additional Information
ADMN O 21R - Business Advisor
BC Public Service, Vancouver, BC
Posting Title ADMN O 21R - Business Advisor Position Classification Administrative Officer R21 Union GEU Work Options Hybrid Location Vancouver, BC V6B 0N8 CA (Primary)Salary Range $69,760.70 - $79,322.69 annually Close Date 4/23/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Municipal Affairs Ministry Branch / Division Immigration Programs Branch, Immigration Services and Strategic Planning Division Job Summary Contribute your valued expertise in strategy, design and service delivery to this opportunityThe Immigration Programs Branch (IPB) delivers and promotes the BC Provincial Nominee Program (BC PNP); an immigration program operating under the Canada-BC Immigration Agreement in accordance with the Provincial Immigration Programs Act. The BC PNP allows the province to attract and retain foreign workers and entrepreneurs for expedited permanent immigration based on BC's labour market and economic development priorities.Central to the work of IPB in delivering programs and services to new and aspiring British Columbians is WelcomeBC, which serves as the international immigration and settlement brand for British Columbia. It is an online platform that hosts a suite of provincial content from immigration options and foreign credential recognition, to settlement services and international jobseeker support. The award-winning website manages cross-government information and helps people navigate their journey to a new life in British Columbia.The position will lead the requirements gathering and planning, design and development, implementation and testing, deployment and maintenance, as well as the overall operations of information management/information technology (IM/IT) applications that meet WelcomeBC's current and future business needs.Job Requirements: Degree in business administration, public administration, computer science/information technology, or a related field. At least two (2) years experience in: leading stakeholder engagement activities involving requirements gathering, workflow analyses and redesign, as well as business process changes involving automation, and leading the development of business applications through the discovery, design, development, and deployment phases of the development life cycle. Preference may be given to candidates withat least one (1) year experience in one or more of the following: Experience developing custom dashboards and business intelligence reporting Experience designing smart forms and customer relationship management (CRM) systems, and Experience using Visio, Azure DevOps, and Power BI. For questions regarding this position, please contact [email protected] About this Position: Flexible work options are available; this position may be able to work from home a few days a week subject to an approved telework agreement. An eligibility list may be established to fill future temporary and permanent vacancies. Employees of the BC Public Service must be located in BC at the time of employment.Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.How to Apply: Your application must clearly demonstrate how you meet the job requirements list above.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.Questionnaire: YES - You will need to complete a comprehensive questionnaire to demonstrate how you meet the job requirements. Include all relevant information about your educational accomplishments and employment history including job titles, start and end dates (month and year) of your employment, and how you obtained your relevant experience. The questionnaire will take approximately 60 minutes to complete.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Administrative Services, Information Management/Information Technology
Legal Counsel or Director, Legal Affairs (Canada Growth Fund Investment Management)
PSP Investments, Montreal, Quebec
ABOUT USWe're one of Canada's largest pension investment managers, with CAD$243.7 billion of net assets as at March 31, 2023. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montreal and offices in New York, London and Hong Kong.Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world's top companies. At PSP, you'll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before. In Budget 2023, the Government of Canada announced that PSP Investments would act as the independent and exclusive investment manager for the Canada Growth Fund (CGF) a $15 billion investment vehicle that was established to support the growth of Canada's clean economy. As the investment manager of CGF, PSP Investments will provide the full suite of investment management services to CGF, covering the entire investment and asset management lifecycle.EXPERIENCE THE EDGEAt PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an inclusive work environment where diversity is embraced.ABOUT THE TEAMThe Canada Growth Fund Investment Management (CGFIM) Team is a new team created within PSP to manage the CAD$15 billion Canada Growth Fund (CGF). CGF was established to help Canada speed up the deployment of technologies in its effort to reduce emissions, transform its economy, and support the long-term prosperity of Canadians. CGF's mandate is to catalyze substantial private sector investment in Canadian low-carbon projects, technologies, businesses, and supply chains by deploying innovative funding structures that help mitigate certain risks and uncertainties inherent to investing in the low-carbon economy. CGF will be investing in Canadian projects and companies across themes such as carbon capture, hydrogen, renewable natural gas, clean technology, and critical minerals. This position is an excellent opportunity for an experienced transactional lawyer to join a first-class, dynamic, team-oriented, highly motivated and supportive legal team and to develop their legal career as well as their business and management skills. We are committed to hiring exceptional people who will contribute their expertise, talent and energy towards our mandate.Reporting to the Chief Legal Officer of CGFIM, a subsidiary of PSP, you will be responsible for providing transactional and strategic legal support to the CGFIM investment team on a wide range of cutting-edge transactions to help decarbonize and grow the Canadian economy. As part of your role, you will have the opportunity to work on complex and first-of-a-kind investments in large infrastructure projects, as well as in areas such as clean tech (both direct and fund commitments), and Canada's low carbon supply chain and critical minerals., where you will be required to identify and manage investment legal risk based on CGF's risk appetite.You must have excellent communication skills, be highly motivated and self-confident, as you will be engaging directly with internal business partners, external counsel and stakeholders. Strong business acumen, good judgment and pragmatism are also a must in order to succeed in this role.ABOUT YOUR ROLE As Legal Counsel or Director, Legal Affairs (CGFIM), you'll: Lead or support complex and innovative transactions including mergers and acquisitions, reorganizations, sale of assets, joint ventures, fund investments, carbon credit offtakes, carbon contracts for difference, and other types of transactions, working with investment professionals in the CGFIM teamCoordinate and supervise the legal work performed by approved external legal counsel in accordance with internal policies and within the prescribed legal budgetEnsure that all dealings and business practices are carried out in compliance with governing legislation, regulations and policiesProvide support on various legal matters relating to the organization's activities and operations including asset management activities, governance, regulatory, litigation ESG related disclosures and other corporate activitiesWork in collaboration with other internal stakeholders (e.g., Tax, Sustainability and Climate Innovation, Risk groups)WHAT YOU'LL NEED Have a university degree in lawBe a member (in good standing) of the Bar Association of any of the Canadian provinces or territoriesHave five (5) to ten (10) years of relevant experience as a lawyer in mergers and acquisitions, capital markets and/or private equity transactions gained in private practice or as in-house counsel for a large organizationBe hardworking, highly professional and autonomousPossess excellent communication and interpersonal skillsDemonstrate exceptional organizational skills; an ability to multi-task; an ability to effectively manage competing priorities and work on numerous files and meet tight deadlines; and attention to detail and accuracyDemonstrate leadership and mentoring abilityBe highly competent, analytical and preciseBe a team playerBe flexible, interested in working in and contributing to a growing organizationA background in cleantech, infrastructure or energy is not necessary. The team is very generous with their time and you will learn on the jobProficiency in English and French (or willingness to learn) (frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa)We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:Investment in career development Comprehensive group insurance plans Unlimited access to virtual healthcare services and wellness programs Competitive pension plans Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off Inclusive paid parental leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers A hybrid work model with a mix of in-office and remote days*Benefits package may vary based on your employee type.At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.
O2E Global Business Process Support Specialist
Deloitte,
Job Type:Permanent Work Model:Hybrid Reference code:126187 Primary Location:Toronto, ON All Available Locations:Toronto, ON Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness. Experience a firm where wellness matters. Be expected to share your ideas and to make them a reality. What will your typical day look like?Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do In the O2E Global Business Process Support role, you will work closely with the Transformation team on the following: Research solutions, frameworks and methodologies to address specific project needs Use analytical frameworks to identify, prioritize, structure and solve complex business problems Perform quantitative and qualitative analysis including use of a wide variety of analytics platforms Develop effective working relationships with globally dispersed team and clients Contribute content for presentations and reports, as well as supporting analytics for consumption by various levels of leadership Team organization and project management skills About the teamThe Transformation team is responsible for identifying innovations internally and externally and applying them to Deloitte's global transformation strategy. The team manages related strategic projects coordinating heavily with global functional and technical teams. The team reports to the Chief Transformation Officer and has frequent exposure to the CIO, COO and other senior leaders across Deloitte. The team accelerates transformation through innovative change across DTTL and Member Firms enabled by globally integrated, consistent and transparent business processes, investment frameworks, and program leadership. Enough about us, let's talk about youDo you possess the following?: Education(degree):Bachelor's Degree required. MBA or other relevant Masters degree preferred. Outstanding academic background: undergraduate degree with rigorous analytical and quantitative focus. Years of Experience:Over 4 years overall experience. At least 2 years' experience from a top tier strategy consulting firm, large Corporate or $1B+ private enterprise. Job Specific Skills: Excellent business acumen needed across sales, quality and risk assessments, and engagement delivery activities Ability to synthesize information and business requirements and structure this into meaningful recommendations Ability to leverage proven techniques to elicit and analyze client needs; ability to provide key input into solutions that meet and often exceed client needs Outstanding research and presentation skills; superior PowerPoint and Excel skills required Outstanding attention to detail and work independetly Flexibility and ability to pivot work as necessary Proactive and results-oriented player who wants to contribute to a high performance team Ability to interpret business objectives and drivers to shape initiatives Ability to work under constantly changing conditions and tight deadlines Strong written and verbal communication skills with the ability to present confidently Strong problem solving and troubleshooting skills Comfortable working in a global, matrixed environment Total RewardsThe salary range for this position is $69,000 - $114,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Business Process, Developer, MBA, Project Manager, Equity, Management, Technology, Finance
Private Banking Officer Sales
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:100 King Street WestSupports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.Assists in preparing new business proposals or presentations to clients/prospects.Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Determines client needs and ensures timely and accurate completion of transaction processing.Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.Collaborates with internal and external stakeholders in order to deliver on business objectives.Analyzes data and information to provide insights and recommendations.Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.Strives to exceed client service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.Participates in audits and compliance reviews as assigned.Identifies and escalates all irregularities and discrepancies to management.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.Basic knowledge of the Lending Process and supporting policies.Basic knowledge of loan and security documentation, including registration and renewal routine.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.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.
Private Banking Officer Sales
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 100 King Street West Job Family Group: Wealth Sales & Service Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness. Assists in preparing new business proposals or presentations to clients/prospects. Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees. Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels. Determines client needs and ensures timely and accurate completion of transaction processing. Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business. Collaborates with internal and external stakeholders in order to deliver on business objectives. Analyzes data and information to provide insights and recommendations. Reviews overdraft and other monitoring reports with Private Banker and actions accordingly. Strives to exceed client service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities. Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Participates in audits and compliance reviews as assigned. Identifies and escalates all irregularities and discrepancies to management. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. Basic knowledge of the Lending Process and supporting policies. Basic knowledge of loan and security documentation, including registration and renewal routine. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $37,500.00 - $69,500.00 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.
Associate Director - Business Support
BMO, Toronto, ON
Application Deadline: 05/29/2024Address:100 King Street WestSupports the business/group leader in the effective implementation, maintenance and administration of first line of defense (1st LOD) programs (e.g., operational risk, AML, compliance, regulatory, etc.), including overseeing business operations within the jurisdiction to ensure adherence and efficiency. Contributes to a strong risk management culture through collaboration with other first line employees, and second & third line functions to ensure Compliance, AML or operational risks are identified, mitigated, monitored and reported on an ongoing basis.Supports multiple, varied business units with corresponding number of regulators.Monitors and advises on management of risk requirements within the defined risk appetite.Manages/supports large/complex risk programs/frameworks /projects/initiatives to ensure risks are appropriately mitigated and regulations adhered to.Monitors industry and legislative developments and continuously updates programs to ensure they are competitive and effectiveSupports the position on regulatory compliance Issues by interpreting requirements (existing, new and emerging) and identifying, analysing and addressing resultant gaps and issues, including those raised through the review of change initiatives. Understands the identified risk exposures and supports the development of action plans required to mitigate identified risks.Acts as a subject matter expert in the evaluation, development and implementation of an internal control system.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Monitoring to ensure that 1st line jobs are following defined processes and procedures.Develops, documents and maintains business/group procedures updating and obtaining approvals as regulations or the operating environment changes and communicates changes to the business/group & relevant stakeholder groups.Designs measurable sustainment strategies including assessing and recommending mitigations for industry/ segment-specific risks and prioritizing opportunities presented by internal and external stakeholders.Tracks exception/exemption requests and corresponding approvals.Facilitates training to ensure business unit employees fully understand requirements.Provides quality control for investigations, self-reports, examinations and independent reviews conducted by internal and external stakeholders, including regulators, providing verbal and written responses to requests for positions, action plans, information and/or documentationMay act as the designated Primary Business Unit Compliance Officer (BUCO) and/or Anti-Money Laundering Reporting Officer for the operating group and is accountable to meet all program requirements (e.g., Operating Group Compliance Program, AML Program Framework).Builds awareness, knowledge, and skills and, as necessary, provides communication, practical tools and ongoing support including making presentations, to promote a culture of risk identification and management.Supports the management of 1st LOD program for the business/group in compliance with appropriate principles, standards & direction from the second line of defense groups. Includes developing and promoting program and ensuring the execution of all program components.Works with assigned business/group leaders to implement 1st LOD programs and frameworks, developing and maintaining an in-depth understanding of the applicable regulatory and internal risk management requirements. Interprets and provides advice on the application of the requirements for the business/group.Develops and maintains an understanding of the business/group strategies and objectives, products and services, internal and external stakeholders and business processes as well as the underlying infrastructure to identify and manage implications and risk exposures for the business/group.Identifies, investigates, analyzes, documents & mitigates program risks, taking into account jurisdictional issues, and raises any issues or concerns to senior leaders and other stakeholders.Analyzes the impact and effectiveness of the program through periodic reviews.Recommends adjustments to the overall program, policy or processes within the business/group in accordance with the Risk Appetite Statement, Governance and Corporate Policy.Supports the business/group through internal/external audits or regulatory examinations and assists in development of action plans to resolve any identified issues.Provides support to the development and delivery of training and awareness programs within the business/group to increase awareness of and compliance to risk management requirements.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Program management skills - In-depth.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director of Church Engagement & Experiences
Compassion Canada, London, ON
Director of Church Engagement & ExperiencesDirector of Church Engagement & ExperiencesDepartment: Partnership Development (within Partner Relations division)Location: Remote or TelecommutingSalary: TBD + BenefitsDue date for applications: April 18, 2024Please note, we will accommodate the needs of persons with disabilities in our hiring process. Should you require an accommodation during the hiring process or for this application, please contact Compassion Canada via email at [email protected] or call Human Resources at (519) 668-0224.If you would like to apply for this role, please visit our website at https://www.compassion.ca/employment-opportunities/SUMMARYThe Director of Church Engagement & Experiences is accountable for partnership engagements to advance Compassion Canada?s sponsorship and targeted response revenue objectives. This leader will develop, deepen, and diversify strategic partnerships for largescale outcomes serving children, families, and communities around the world.This position will spearhead strategic initiatives (EPICS) to engage churches, partners, and supporters in our mission. Whether it's developing innovative field experience strategies, cultivating relationships with denominational leaders, or forging partnerships with event promoters to bring unique event experiences to the Canadian market, this role plays a key role in driving our organization's growth and impact.As a member of the Partner Relations Leadership Team, this position reports directly to the Chief Programs & Partnerships Officer alongside a team of Directors collectively tasked with leadership and oversight of the division and its departments.MINISTRY FOCUSCompassion Canada is a Christian organization, committed to being child-focused, Christ-centered, and church driven. As such, each employee of Compassion Canada shall:.Agree with Compassion Canada?s core documents, including a Statement of Faith..Conduct themselves in a Christ-like manner at work and outside the workplace..Participate in regular Staff Gatherings which include spiritual practices like worship, Scripture reading, and prayer..Pray with staff or supporters when requested or deemed appropriate.TASKS & RESPONSIBILITIES. WHAT YOU DO MATTERSStrategic:.In collaboration with the Partner Relations Leadership Team, establish strategies and relationship roadmaps to achieve Key Performance targets for the Church, Events and Field Experience teams..Develop actionable strategies for meeting and exceeding revenue goals through gifts, donations, and new revenue streams..Direct research to identify potential partners and funding sources, while developing a form of ?moves management? methodology to deepen engagement and investment over time..Stay abreast of Canadian church landscape trends, donor and giving trends, legal regulations and industry standards, along with Compassion?s programmatic activity, and effectively apprise the Organization?s leadership of the same..Maintain knowledge of best practices in fields relating to Fundraising, Church & Donor Relations, Partnership, Global Travel, and relational support..Coordinate logistical and project-management oversight for initiatives and resources within the scope of this role.Cross Functional:.In collaboration with the Chief Programs & Partnerships Officer and Partner Relations Directors, prepare annual plans, revenue forecasts and budgets..In collaboration with Organizational Leaders track monthly fundraising, highlight anticipated deviations, and adapt tactics to respond to results..Liaise with Compassion International colleagues with related efforts to exchange best practices..Actively participate in weekly Staff Gatherings and prayer meetings..Manage and submit reports for personal expenses, time sheets, and domestic travel.Leadership & Management:.Lead the Partner Relations Church Engagement & Experiences Team, providing coaching and mentorship for optimal performance, accountability and success..Track assignments and staff activities within the Church Engagement & Experiences team..Manage a portfolio of church partners and event promoters as appropriate to grow relationships and revenue and to lead by example..Ensure that Corporate Customer Relationship Management databases are regularly updated with all relational activities completed & expected upcoming..In collaboration with the People & Culture Team, invest in the personal and professional development of Church Engagement & Experiences team members.KNOWLEDGE, SKILLS, ABILITIES. WHO YOU ARE MATTERS.Model honesty, integrity, confidentiality and character in leadership..Possess exceptional planning, organizational, analytical and interpersonal skills..Thrive as a team player, demonstrate the ability to coach and are open to being coached..Honed communication skills with the proven ability to inspire donors (current & potential) to join the cause while demonstrating shared purpose and mutual trust..Have a keen understanding of non-profit sector and Canada Revenue Agency fundraising rules and guidelines..Demonstrate the ability to handle multiple projects and successfully prioritize activities..Possess strong business acumen, critical thinking skills and expertise developing strategies in a diverse business environment..Possess exceptional knowledge of church, event tour and giving trends within Canada and an eagerness to find new and creative ways to increase Compassion?s influence in these spaces..Exhibit advanced knowledge of global travel trends and international travel realities..Have a proven track record of building & leading teams of fundraising and/or sales professionals;.Possess significant experience developing and leading a similar program utilizing a range of donation efforts, campaigns, and methods is a strong asset..Are proficient in Microsoft Office software (especially Office365), and experience with Customer Relationship Management & Database/Reporting software..Are willing and capable to travel frequently nationally and internationally on occasion.EXPERIENCE & EXPERIENCE REQUIRED. WHAT YOU BRING MATTERS.Minimum of seven (7) years of experience in similar leadership role..Post-secondary education and/or professional designation in related field or other related field or equivalent professional experience..Knowledge and extensive experience leading teams in the areas of the Church engagement, Events (Concerts) and Field Experiences (Trips)..Certified Fund-Raising Executive (CFRE) certification is an asset..Continuous learning credentials in area of expertise is an asset.NOTEThe foregoing statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills.DetailsLocation:London, ON, CanadaEmployer:Compassion Canada Website: www.compassion.caJob Type:Full Time Pay Type:Salary Pay Scale: Start Date: Duration: Application Deadline:04/18/2024 Posted/Updated On:4/15/2024 10:27:00 AM Categories:Charities & Non-Profit OrganizationsRelief OrganizationsBusiness & Sales Director of Church Engagement & ExperiencesDirector of Church Engagement & ExperiencesDepartment: Partnership Development (within Partner Relations division)Location: Remote or TelecommutingSalary: TBD + BenefitsDue date for applications: April 18, 2024Please note, we will accommodate the needs of persons with disabilities in our hiring process. Should you require an accommodation during the hiring process or for this application, please contact Compassion Canada via email at [email protected] or call Human Resources at (519) 668-0224.If you would like to apply for this role, please visit our website at https://www.compassion.ca/employment-opportunities/SUMMARYThe Director of Church Engagement & Experiences is accountable for partnership engagements to advance Compassion Canada?s sponsorship and targeted response revenue objectives. This leader will develop, deepen, and diversify strategic partnerships for largescale outcomes serving children, families, and communities around the world.This position will spearhead strategic initiatives (EPICS) to engage churches, partners, and supporters in our mission. Whether it's developing innovative field experience strategies, cultivating relationships with denominational leaders, or forging partnerships with event promoters to bring unique event experiences to the Canadian market, this role plays a key role in driving our organization's growth and impact.As a member of the Partner Relations Leadership Team, this position reports directly to the Chief Programs & Partnerships Officer alongside a team of Directors collectively tasked with leadership and oversight of the division and its departments.MINISTRY FOCUSCompassion Canada is a Christian organization, committed to being child-focused, Christ-centered, and church driven. As such, each employee of Compassion Canada shall:.Agree with Compassion Canada?s core documents, including a Statement of Faith..Conduct themselves in a Christ-like manner at work and outside the workplace..Participate in regular Staff Gatherings which include spiritual practices like worship, Scripture reading, and prayer..Pray with staff or supporters when requested or deemed appropriate.TASKS & RESPONSIBILITIES. WHAT YOU DO MATTERSStrategic:.In collaboration with the Partner Relations Leadership Team, establish strategies and relationship roadmaps to achieve Key Performance targets for the Church, Events and Field Experience teams..Develop actionable strategies for meeting and exceeding revenue goals through gifts, donations, and new revenue streams..Direct research to identify potential partners and funding sources, while developing a form of ?moves management? methodology to deepen engagement and investment over time..Stay abreast of Canadian church landscape trends, donor and giving trends, legal regulations and industry standards, along with Compassion?s programmatic activity, and effectively apprise the Organization?s leadership of the same..Maintain knowledge of best practices in fields relating to Fundraising, Church & Donor Relations, Partnership, Global Travel, and relational support..Coordinate logistical and project-management oversight for initiatives and resources within the scope of this role.Cross Functional:.In collaboration with the Chief Programs & Partnerships Officer and Partner Relations Directors, prepare annual plans, revenue forecasts and budgets..In collaboration with Organizational Leaders track monthly fundraising, highlight anticipated deviations, and adapt tactics to respond to results..Liaise with Compassion International colleagues with related efforts to exchange best practices..Actively participate in weekly Staff Gatherings and prayer meetings..Manage and submit reports for personal expenses, time sheets, and domestic travel.Leadership & Management:.Lead the Partner Relations Church Engagement & Experiences Team, providing coaching and mentorship for optimal performance, accountability and success..Track assignments and staff activities within the Church Engagement & Experiences team..Manage a portfolio of church partners and event promoters as appropriate to grow relationships and revenue and to lead by example..Ensure that Corporate Customer Relationship Management databases are regularly updated with all relational activities completed & expected upcoming..In collaboration with the People & Culture Team, invest in the personal and professional development of Church Engagement & Experiences team members.KNOWLEDGE, SKILLS, ABILITIES. WHO YOU ARE MATTERS.Model honesty, integrity, confidentiality and character in leadership..Possess exceptional planning, organizational, analytical and interpersonal skills..Thrive as a team player, demonstrate the ability to coach and are open to being coached..Honed communication skills with the proven ability to inspire donors (current & potential) to join the cause while demonstrating shared purpose and mutual trust..Have a keen understanding of non-profit sector and Canada Revenue Agency fundraising rules and guidelines..Demonstrate the ability to handle multiple projects and successfully prioritize activities..Possess strong business acumen, critical thinking skills and expertise developing strategies in a diverse business environment..Possess exceptional knowledge of church, event tour and giving trends within Canada and an eagerness to find new and creative ways to increase Compassion?s influence in these spaces..Exhibit advanced knowledge of global travel trends and international travel realities..Have a proven track record of building & leading teams of fundraising and/or sales professionals;.Possess significant experience developing and leading a similar program utilizing a range of donation efforts, campaigns, and methods is a strong asset..Are proficient in Microsoft Office software (especially Office365), and experience with Customer Relationship Management & Database/Reporting software..Are willing and capable to travel frequently nationally and internationally on occasion.EXPERIENCE & EXPERIENCE REQUIRED. WHAT YOU BRING MATTERS.Minimum of seven (7) years of experience in similar leadership role..Post-secondary education and/or professional designation in related field or other related field or equivalent professional experience..Knowledge and extensive experience leading teams in the areas of the Church engagement, Events (Concerts) and Field Experiences (Trips)..Certified Fund-Raising Executive (CFRE) certification is an asset..Continuous learning credentials in area of expertise is an asset.NOTEThe foregoing statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills.DetailsLocation:London, ON, CanadaEmployer:Compassion Canada Website: www.compassion.caJob Type:Full Time Pay Type:Salary Pay Scale: Start Date: Duration: Application Deadline:04/18/2024 Posted/Updated On:4/15/2024 10:27:00 AM Categories:Charities & Non-Profit OrganizationsRelief OrganizationsBusiness & Sales