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Group Product Manager - Home Financing
BMO, Toronto, ON
Application Deadline: 04/29/2024Address:33 Dundas Street WestResearches, defines, aligns, develops and accountable on the performance management and analytics with P&L (profit and loss) accountability for the mortgage broker channel . Carries out market research, forecasting, and competitive analysis, and assesses problems to develop and implement solutions. Develops and delivers key business insights required for business enablement and growth . Manages product risks in compliance with legal, regulatory, and risk compliance, and reporting. Collaborates with internal partners across the enterprise to define the key performance metrics for managing the performance of the broker channel. In this role the incumbent will have accountability of BMO's broker channel acquisition performance with focus on channel development, external partner relationship management, analytics, pricing and portfolio management. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Develops business analytics and insights (e.g. portfolio profitability tracking, customer analytics, revenue forecasts, operations metrics, trend analytics, and predictive modelling).Breaks down strategic problems and analyzes data and information to provide insights and recommendations.Ability to useEnsures alignment between values and behaviour that fosters diversity and inclusion.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Ensures alignment between stakeholders.Acts as a subject matter expert on relevant regulations and policies.Designs, implements, manages, and enhances our product offering for the broker channel throughout the product lifecycle. Leads the execution of strategic initiatives for the broker channel to deliver on business and financial goals in collaboration with internal and external stakeholdersLeads, develops, and manages strategies for reporting and forecasting and/or analytics teams within the business. Works in partnership with treasury, corporate funding, and external partners on additional requirements.Conducts independent analysis and assessment to resolve strategic issues.Leads/oversees and develops vendor relationships and external partnerships and provides guidelines for execution; ensures that all agreements are met as per requirementsDetermines and provides recommendations on product lifecycle.Develops business cases by identifying needs, analyzing potential options, and assessing expected returns on investmentDesigns and produces regular and ad-hoc reports, and dashboards. Completes internal and regulatory reporting, and attestations.Conducts complex market research, competitive intelligence, and data analysis.Influences and/or determines credit product risk parameters and metrics. Identifies existing and potential risks and develops risk management controls and processes.Monitors key product performance and growth metrics to identify trends and recommend action plans.Creates the marketing strategy, including offers and campaigns, and works with Marketing and other partners to execute.Develops, implements, and manages product documentation, templates, and requirements to ensure they accurately reflect product and systems functionality.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Develops and implements action plans that meet financial and growth metrics.Develops problem evaluation frameworks and defines research approach.Assesses customer/consumer and channels analysis and develops recommendations.Resolves internal, complex or higher risk customer escalations or policy exceptions, which may include interactions with clients and sales.Continuously improves processes to identify issues and deliver optimal customer experience.Works with partners to develop salesforce training and materials and manages change.Broader work or accountabilities may be assigned as needed. Qualifications: Typically, 7+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience. Desirable to have experience in mortgage broker industry Desirable to have experience in RESL product management Strong experience with consumer / commercial credit applicable to retail and business financing products.Strong experience working with retail and business product fundamentals, including product design, functionality, and related policies and proceduresStrong knowledge of product delivery infrastructure systems and underlying product interdependencies.In-depth retail and business banking environmental awareness / understanding.In-depth risk management associated with new and existing product development and management.Strong knowledge of process coordination and management. Deep knowledge of various measurement technologies such as: analytics and visualization software such as Base SAS, SAS EG, Power BI Expert in using specialized query and database tools - SAS, SQL, and various reporting tools including, but not limited to PowerBI, TIBCO Spotfire, TIBCO BPM, SQL, SAS and Tableau Strong knowledge of banking product management and associated industry and regulatory requirements.Verbal & written communication skills - Expert.Analytical and problem-solving skills - Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - Expert.Building business cases - in-depthResearching market trends - in-depth/ExpertRelationship management - in-depth/ExpertCapital management - goodAnalytics and reporting - ExpertProduct marketing - in-depthNegotiation skills - goodSoftware and systems architecture knowledge - good/in-depthFinancial Understanding - good/in-depthAble to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:People Manager / GestionnaireWe'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.
Group Product Manager - Home Financing
BMO Financial Group, Toronto, ON
Application Deadline: 05/30/2024 Address: 33 Dundas Street West Job Family Group: Customer Solutions Researches, defines, aligns, develops and accountable on the performance management and analytics with P&L (profit and loss) accountability for the mortgage broker channel. Carries out market research, forecasting, and competitive analysis, and assesses problems to develop and implement solutions. Develops and delivers key business insights required for business enablement and growth. Manages product risks in compliance with legal, regulatory, and risk compliance, and reporting. Collaborates with internal partners across the enterprise to define the key performance metrics for managing the performance of the broker channel. In this role the incumbent will have accountability of BMOs broker channel acquisition performance with focus on channel development, external partner relationship management, analytics, pricing and portfolio management. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Develops business analytics and insights (e.g. portfolio profitability tracking, customer analytics, revenue forecasts, operations metrics, trend analytics, and predictive modelling). Breaks down strategic problems and analyzes data and information to provide insights and recommendations. Ability to use Ensures alignment between values and behaviour that fosters diversity and inclusion. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Ensures alignment between stakeholders. Acts as a subject matter expert on relevant regulations and policies. Designs, implements, manages, and enhances our product offering for the broker channel throughout the product lifecycle. Leads the execution of strategic initiatives for the broker channel to deliver on business and financial goals in collaboration with internal and external stakeholders Leads, develops, and manages strategies for reporting and forecasting and/or analytics teams within the business. Works in partnership with treasury, corporate funding, and external partners on additional requirements. Conducts independent analysis and assessment to resolve strategic issues. Leads/oversees and develops vendor relationships and external partnerships and provides guidelines for execution; ensures that all agreements are met as per requirements Determines and provides recommendations on product lifecycle. Develops business cases by identifying needs, analyzing potential options, and assessing expected returns on investment Designs and produces regular and ad-hoc reports, and dashboards. Completes internal and regulatory reporting, and attestations. Conducts complex market research, competitive intelligence, and data analysis. Influences and/or determines credit product risk parameters and metrics. Identifies existing and potential risks and develops risk management controls and processes. Monitors key product performance and growth metrics to identify trends and recommend action plans. Creates the marketing strategy, including offers and campaigns, and works with Marketing and other partners to execute. Develops, implements, and manages product documentation, templates, and requirements to ensure they accurately reflect product and systems functionality. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Develops and implements action plans that meet financial and growth metrics. Develops problem evaluation frameworks and defines research approach. Assesses customer/consumer and channels analysis and develops recommendations. Resolves internal, complex or higher risk customer escalations or policy exceptions, which may include interactions with clients and sales. Continuously improves processes to identify issues and deliver optimal customer experience. Works with partners to develop salesforce training and materials and manages change. Broader work or accountabilities may be assigned as needed. Qualifications: Typically, 7+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience. Desirable to have experience in mortgage broker industry Desirable to have experience in RESL product management Strong experience with consumer / commercial credit applicable to retail and business financing products. Strong experience working with retail and business product fundamentals, including product design, functionality, and related policies and procedures Strong knowledge of product delivery infrastructure systems and underlying product interdependencies. In-depth retail and business banking environmental awareness / understanding. In-depth risk management associated with new and existing product development and management. Strong knowledge of process coordination and management. Deep knowledge of various measurement technologies such as: analytics and visualization software such as Base SAS, SAS EG, Power BI Expert in using specialized query and database tools SAS, SQL, and various reporting tools including, but not limited to PowerBI, TIBCO Spotfire, TIBCO BPM, SQL, SAS and Tableau Strong knowledge of banking product management and associated industry and regulatory requirements. Verbal & written communication skills - Expert. Analytical and problem-solving skills - Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - Expert. Building business cases - in-depth Researching market trends in-depth/Expert Relationship management in-depth/Expert Capital management - good Analytics and reporting Expert Product marketing in-depth Negotiation skills good Software and systems architecture knowledge good/in-depth Financial Understanding good/in-depth Able to manage ambiguity. Data driven decision making - In-depth / Expert. Compensation and Benefits: $84,000.00 - $156,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Client Services Assistant
BMO Financial Group, Toronto, ON
Application Deadline: 05/03/2024 Address: 30 St. Clair Avenue West Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Toronto is $38,000 Compensation and Benefits: $32 700,00 - $48 600,00 Pay Type: Salaried & Commission 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 Service Assistant, BMO Nesbitt Burns
BMO Financial Group, Calgary, AB
Application Deadline: 05/02/2024 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Responsibilities: Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Calgary is $38, 000. Compensation and Benefits: $32,700.00 - $48,600.00 Pay Type: Salaried & Commission 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 Service Assistant
BMO, Vancouver, BC
Application Deadline: 04/27/2024Address:885 West Georgia StreetSupports one or more BMO Nesbitt Burns Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.On-site role (not remote)Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Assists the advisory team in preparing for client meetings, including scheduling appointments.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to team members and completed.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an assetKnowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an assetFamiliarity with technology applications and software used in the financial planning and investment industry.Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.Successful completion of 30-day BMO NB Investment Representative Licensing Program.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Vancouver, BC is $38,0 00. Grade:3Job 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.
Client Service Assistant
BMO Financial Group, Vancouver, BC
Application Deadline: 05/25/2024 Address: 885 West Georgia Street Job Family Group: Wealth Sales & Service Supports one or more BMO Nesbitt Burns Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. On-site role (not remote) Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Vancouver, BC is $38,000. Compensation and Benefits: $32,700.00 - $48,600.00 Pay Type: Salaried & Commission 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 Service Assistant, BMO Nesbitt Burns
BMO, Calgary, AB
Application Deadline: 05/02/2024Address:525 8th Ave SW East TowerSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Responsibilities:Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Assists the advisory team in preparing for client meetings, including scheduling appointments.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to team members and completed.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an assetKnowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an assetFamiliarity with technology applications and software used in the financial planning and investment industry.Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.Successful completion of 30-day BMO NB Investment Representative Licensing Program.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good. Please note the base salary for this specific position in Calgary is $38, 000. Grade:3Job 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.
Client Service Assistant
BMO, Vernon, ON
Application Deadline: 05/25/2024Address:2806 32nd StreetSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.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 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.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.
Client Service Assistant
BMO Financial Group, Vernon, BC
Application Deadline: 05/25/2024 Address: 2806 32nd Street Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Books meetings with new prospects and prepares introductory package for the prospect/referral. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA. Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon clients request. Resolves client complaints in a timely and effective manner; escalates as required. Accepts and executes client initiated trades over the phone or in person and provides stock information as requested. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios. Administers and processes documentation related to client files and regulatory requirements. Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date. Ensures transactions and tasks are appropriately assigned to team members and completed. Mentors and coaches new or junior members to the team and branch. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. 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 3 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. Advanced knowledge of investment process and procedures. Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual. Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s). Knowledge of compliance practices and regulations. Knowledge of Insurance and group products is an asset Knowledge of Trust and Estate services is an asset Knowledge of Financial/Retirement planning. Knowledge of trade processing rules. Successful completion of the Canadian Securities Course & Conduct and Practices Handbook. Current registration as Investment Representative (IR). 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $33,400.00 - $61,700.00 Pay Type: Salaried & Commission 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.
Coordinator, Business Travel - Global Sales EMEA
Wyndham Hotel Group, Bhurai In, Any, India
Wyndham Hotels & Resorts is now seeking a Coordinator, Business Travel - Global Sales EMEA to join our team in EurasiaJob Summary Summary The Coordinator, Business Travel - Global Sales EMEA is an integral part of the Global Sales Operations (GSO) team, managing diverse administrative duties and projects. The primary focus of this role is to provide support services predominantly to the Business Travel Sales teams across the EMEA region. The second is to coordinate/own the Request for Proposal (RFP) process in the systems throughout the segment working closely with the EMEA business travel sales teams and applicable hotels. The individual plays a vital role in raising awareness for Wyndham Hotels & Resorts, help sellers to generate business to Wyndham hotels and will effectively communicate our value proposition to existing business partners and prospects. Additional responsibilities include assisting other members of the wider EMEA Sales team on an 'as required bases. The job holder will also be working directly with both managed and franchised hotel teams to educate, support and deliver opportunity and revenues through the Wyndham Hotels & Resorts systems. In addition to the core responsibilities outlined, the role will also undertake ad-hoc projects that may not be related to business travel, contributing as defined by their line manager, in response to the dynamic demands of our business. ComplexityThe level of decision-making authority in this role is moderate depending on the task. Most tasks will be either regular ongoing / weekly / monthly etc. or should be requested with a full brief. RFP deadlines and content are the responsibility of each Account Owner, as is the communication with the clients regarding acceptances, declines and rate loading of each account. For RFP process the level of autonomy and decision making on a day-to-day basis is minimal, decision making is moderate and autonomy on a day-to-day basis is minimal. The impact of decisions will be the same as those of other members of the team, with the same level of responsibility. This role does not have any supervisory responsibilities attached to it. The Coordinator, Business Travel - Global Sales EMEA will be required to be the subject matter expert in the tools used by the Sales Team, Hotels and Clients to be able to educate, train and answer questions on the tool and the process. Adding to the complexity, the role mandates a proactive approach to self-learning, crucial for meeting unique support needs in diverse events. Despite lacking direct supervisory responsibilities, the role operates with a level of responsibility that goes beyond coordination, embodying ownership, expertise, and proactive engagement with multifaceted tasks. They will further support the team by providing a variety of administrative services on an 'as required' basis. Experience/Certificates/Education High school diploma or equivalent is required. Experience in working within a hospitality company or other fast-growing organization is required. Knowledge of the Business Travel RFP process at the hotel level, as well as experience in using Cvent Transient (formerly Lanyon), is required. Experience using tools such as Salesforce, SynXis, and HRS is essential. Experience in hotel-level administration/coordination would be helpful. Experience in working with cross-functional global teams would be highly beneficial. At least three years' experience in using MS Office Suite is required. Experience in database management would be helpful. Account management skills would be helpful. Project management skills and a high affinity towards data and technology would be helpful. Fluency in spoken and written English is essential, with an additional language being desirable. Must be able to travel throughout the EMEA division and beyond as required. Abilities/Key Competencies/Skills Abilities/Key Competencies/Skills: Support Mindset: Assist Sales EMEA Teams, colleagues, and external stakeholders as needed to achieve collective goals. Deadline Management: Thrive under tight deadlines in cross-functional and multicultural teams. Flexibility: Adapt to changing business needs, embracing new ideas, initiatives, and responsibilities. Quick Learner: Rapidly learn new tools and technologies. Multitasking: Prioritize time-sensitive requests with high-level multitasking skills. Communication Skills: Exceptional written and verbal communication abilities. Matrix Structure Navigation: Navigate matrix structures proficiently, fostering effective communication. Interpersonal Communication: Collaborate effectively with diverse individuals across backgrounds and regions. Accountability: Demonstrate reliability and accountability in achieving results. Team Orientation: Maintain a goal and team-oriented mindset. Adaptability: Embrace new ideas and initiatives to meet evolving business needs. System Proficiency: Proficient in Microsoft Excel, Word, Outlook, PowerPoint, Adobe, Cvent Transient, SalesForce, SynXis, and HRS. Scope/Financial ResponsibilityAlthough this position does not manage a separate cost centre, it is the responsibility of the Coordinator , Business Travel - Global Sales EMEA to manage their expenses accordingly. This person will hold a level of influence amongst existing and potential clients as well as in the managed and franchisee hotels and will act as a EMEA Sales ambassador for the company and our brands as we expand our visibility in the EMEA region. COMPANY OVERVIEW:Wyndham Hotels & Resorts is the world's largest hotel franchising company by the number of properties with approximately 9,200 hotels across over 95 countries on six continents. Through our network of approximately 872,000 rooms appealing to the everyday traveler, Wyndham commands a leading presence in the hospitality industry. Headquartered in Parsippany, N.J. with offices around the world in London, Shanghai, Buenos Aires, Dubai and more, Wyndham employs more than 2,000 corporate team members worldwide who are dedicated to the Company's mission of making hotel travel possible for all. Supporting thousands of franchisees and a growing global portfolio of 24 hotel brands-think household names like Wyndham, La Quinta, Ramada, Days Inn and Super 8-Wyndham team members are a widespread group of individuals with diverse interests and backgrounds. Our unique Count on Me culture, commitment to flexibility and core values of Integrity, Accountability, Inclusivity, Caring and Fun are just part of what continues to make Wyndham an award-winning best place to work.Job Location: WHG India, Baani Address One, Golf Course Road, Sector 56, Gurgaon, Haryana 122011 Employment Status: Full-time Employment Disclaimer In some locations around the world, Wyndham Hotels & Resorts manages hotel properties on behalf of a third party owner. At many of those properties, the Hotel owner is the actual employer, and Wyndham Hotels & Resorts performs recruiting and hiring functions on behalf of the owner. I understand and agree that, by applying through this site, I may be applying for a position with a company other than Wyndham Hotels & Resorts where Wyndham Hotels & Resorts is serving only as the recruiter and will not be my actual employer.Salary: . Date posted: 03/30/2024 01:13 AM
First Cook - Stables Kitchen Grill and Bar
Fairmont Hotels and Resorts, Lake Louise, Any
Company DescriptionEmbrace your passion for hiking, skiing, snowboarding and many other outdoor activities in Banff National Park while pursuing a fulfilling career at Fairmont Chateau Lake Louise. Take a risk, make a change and experience a new adventure while further developing your career. To live and work in a National Park is a once in a lifetime opportunity. Our team is a network of empowered individuals with a strong sense of themselves and the hospitality industry. Work hard, play hard and receive extraordinary benefits including subsidized onsite accommodations, which make saving money very easy to manage. Join our Fairmont family today!What is in it for you:Subsidized staff accommodation provided on-site for full time status employeesOne complimentary meal per shift in our staff cafeteria (additional meals can be purchased for $5/meal)Comprehensive benefits package (Medical, Vision & Dental) including extended benefits like; Mental Health (up to $5,000/year), Orthodontics (up to $2,500/year), Fertility Drugs and Gender Affirmation (Lifetime maximum of $10,000) for full time permanent status employeesDefined Contribution Pension Plan with employer matching up to 5% of annual earnings for full time permanent status employeesEmployee travel program with discounts on room rates as well as on food & beverage at Fairmont & Accor properties world-wideAccess to the Mountain Explorer Travel Program - Discounted room rates including 50% off all food & beverage at Fairmont Resorts in Banff, Lake Louise, Jasper & Whistler (subject to availability)Comprehensive wellness platform (GreenShield+) for employee mental health and wellbeing supportDiscounts while using our resort's Food & Beverage Outlets, Fitness Centre, and Spa Automatically added to our resort's Colleague Lifestyle Program which includes access to staff activities and eventsOpportunity to develop your talent and grow within Fairmont Chateau Lake Louise and over 5,000 properties with AccorJob DescriptionCome join the culinary team at The Fairmont Chateau Lake Louise. Develop your culinary skills with some of Fairmont's most talented chefs, while enjoying the lifestyle of the Canadian Rockies. Bring your talent to new heights. What you will be doing: Review the daily production sheets with the Chef de Partie/Sous Chef and prepare the food items in accordance with Fairmont standards in an efficient mannerAdhere to standardized recipes and specifications in order to maintain consistencyKeep work station clean and organized including fridges/freezers, counter and stove topsEnsure that cook station opening and closing procedures are carried out to standardKeep overproduction and food waste to a minimum, while ensuring proper rotation, labeling, and food storageOperate kitchen equipment while adhering to safety procedures, and report any deficienciesEnsure all food products are handled, stored, prepared and served safely and in accordance with hotel food safety guidelinesAssume responsibility for the operations of his/her food station when requiredEnsure a clean and safe working environment, and actively participate in health and safety initiativesAdhere to all hotel environmental policies and initiativesCarry out any other tasks as assignedQualificationsYour experience and skills include:Minimum 3-4 years cooking experience in two different kitchen departments i.e. garde manger, banquets, a la carte, breakfast etc.Valid health & safety certificateExperience in a luxury hotel with comparable service and standardsRed Seal Certificate (Journeyman) or recognized international equivalentSelf-motivated, with the ability to make effective decisionsDemonstrates initiative, and the ability to work with minimal supervisionAbility to maintain high service levels under pressureAbility to consistently stand and walk through out shiftYou may be required to work on holidays, weekends, overnights and other non-day shifts. Submission of your application to Fairmont Chateau Lake Louise indicates that you are able to meet these requirements as needed.Additional InformationVisa Requirements: Applicants must be legally authorized to work in Canada.APPLY TODAY: We encourage you to visit our website to learn more about living and working in Lake Louise! www.lakelouisejobs.comWhy work for Accor? We are far more than a worldwide leader. We welcome you as you are and you can find a job and brand that matches your personality. We support you to grow and learn every day, making sure that work brings purpose to your life, so that during your journey with us, you can continue to explore Accor's limitless possibilities.About Fairmont Hotels & Resorts: At Fairmont Hotels & Resort we offer our guests the finest hospitality experience in each of our destinations. And we know that, to offer our guests the best, we first need to offer our employees the best. That's why you'll find exceptional work opportunities - throughout North America and the Caribbean, Europe and Africa, the Middle East and Asia Pacific - as well as industry - leading training, career development, recognition and rewards. Fairmont Hotels & Resorts is a celebrated collection of hotels that includes landmark locations like London's The Savoy, New York's The Plaza, and Shanghai's Fairmont Peace Hotel. Our teams are guided by values of Respect, Integrity, Teamwork and Empowerment; we employ the highest ethical and quality standards, treating all colleagues with fairness and dignity. A community and environmental leader, Fairmont is also regarded for its responsible tourism practices and award - winning Green Partnership program. An exciting future awaits!Our Commitment to Diversity & Inclusion: At Fairmont Chateau Lake Louise, we believe that the strength of our team lies in its diversity. We are committed to fostering an inclusive environment that respects the unique backgrounds, perspectives, and talents of the individual. As an Equal Opportunity Employer, we are dedicated to providing equal access to opportunities. We welcome applications from all qualified candidates.If you are contacted by a Recruiter, kindly inform them at any stage of the recruitment process if you will need support or accommodations.Persons who anticipate needing accommodations for any part of the application or interview process may contact, in confidence: [email protected] what you love, care for the world, dare to challenge the status quo! #BELIMITLESSSalary: . Date posted: 04/17/2024 06:08 AM
Assistant Manager - Information & Technology
Marriott International, Bengaluru, Any, India
Job Number 24056918Job Category Information TechnologyLocation Moxy Bengaluru Airport Prestige Tech Cloud, Navrathna Agrahara Village, Bengaluru, Karnataka, India VIEW ON MAP Schedule Full-TimeLocated Remotely? NRelocation? NPosition Type ManagementJOB SUMMARYSupports the property's technology Information Resources objectives. Supports all technology planning, decision-making, implementation, and maintenance. Interfaces with vendors, owners, and property staff.CANDIDATE PROFILE Education and Experience • 2-year degree from an accredited university in Information Technology, Computer Science, or related major; 4 years experience in Information Technology, Computer Science or related professional area. OR • 4-year bachelor's degree from an accredited university in Information Technology, Computer Science, or related major; certified trainer; 2 years experience in Information Technology, Computer Science, or related professional area.CORE WORK ACTIVITIESSupporting Client Technology Needs • Uses computers and computer systems (including hardware and software) to set up functions, enter data, or process information. • Monitors, verifies and manages the acquisition and maintenance of property based systems. • Assists in analyzing information, identifying current and potential problems and proposing solutions. • Maintains, inspects and repairs equipment. • Inspects the equipment or the environment. • Verifies that computer and network operations are monitored at the property, backup/recovery functions are performed on scheduled basis and administration functions for hardware, operating and application systems are maintained and completed on consistent basis. • Supports managing IR activities to confirm the property infrastructure and applications systems are functional at all times. • Verifies solutions are consistent with the client's needs and brand specific IR environment. • Administers and maintains mail and email. • Maintains inventories and manages IT hardware/software. • Provides Internet support and maintenance (if applicable) • Provides cable management support. • Generates systems communications for property users to introduce new applications, provide user tips, alert users of system problems and inform staff of progress or status. • Consults on specific application issues or hardware/software problems. • Provides feedback to Lodging IR on application functional performance and system performance.Managing Projects and Policies • Supports determining whether events or processes comply with laws, regulations, or standards. • Monitors processes and evaluates information according to SOP and LSOP requirements. • Enforces IR policies and standards protecting company hardware, software and other resources at the property.Maintaining Information Systems and Technology Goals • Develops specific goals and plans to prioritize, organize, and accomplish your work. • Performs an assessment of needs, ensuring compliance with brand specific standards, budget and capital requirements. • Determines priorities, schedules, plans and necessary resources to complete property projects on schedule and according to specification. • Verifies problems are correctly reported, routed, tracked and solved, with the system user being informed of situation at all times. • Verifies proper asset management. • Performs on-site monitoring of all projects.Demonstrating and Applying IR Knowledge • Keeps up-to-date technically and applies new knowledge to your job. • Demonstrates knowledge of job-relevant issues, products, systems, and processes. • Provides technical expertise and support.Additional Responsibilities • Provides information to supervisors and co-workers by telephone, in written form, e-mail, or in person. • Analyzes information and evaluates results to choose the best solution and solve problems. • Coordinates property efforts, prioritizes needs and communicates those needs to IR Shared Services and other systems staff. • Manages vendors for property IT requirements functioning as escalation point for problem resolution.Marriott International is an equal opportunity employer. We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.Moxy is for Play. Seriously. The energetic and stylish alternative to the typical hotel experience, Moxy is designed for always-on guests seeking fun new experiences in the hotel and city they're in. Our lively communal spaces and energetic Crew help guests have a good time by creating moments of spontaneous playfulness. Moxy Crew take work seriously, but they never take themselves too seriously. They delight in creating a light and playful atmosphere, and are warm and friendly to those around them, welcoming all. We're looking for people who: love doing it all, always think outside the box, enjoy chatting it up with guests, live in the now but know what's next, and have high energy and a do-it-yourself attitude.If you're someone who is thoughtful, spirited and loves serving up huge doses of fun, then take a look at our jobs and see if anything catches your eye. In joining Moxy Hotels, you join a portfolio of brands with Marriott International. Be where you can do your best work, begin your purpose, belong to an amazing global team, and become the best version of you.Salary: . Date posted: 04/01/2024 09:55 AM
Client Service Assistant
BMO, Sudbury, ON
Application Deadline: 05/03/2024Address: 79 Durham Street SouthJob Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Maintains and organizes client database and client files.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes standardized tasks under supervision.Performs initial problem solving within given rules/limits & escalates when required.Broader work or accountabilities may be assigned as needed.Qualifications:Post-secondary degree in related field of study desirable.Basic knowledge learned on the job.Verbal & written communication skills - Basic (in business environment).Organization skills - Basic (in business environment).Collaboration & team skills - Basic (in business environment).Please note the base salary for this specific position in Sudbury is $36,500 and based on candidate experience.Compensation and Benefits:$31,600.00 - $40,600.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Operations Manager - SGI/SS Ordering
Rogers, Brampton, ON
Operations Manager - SGI/SS Ordering Our Technology team wakes up every day with one goal in mind - connecting Canadians to the people and things that matter most. Together, we are proud to support 30 million Canadians each month through managing a robust portfolio that champions leading-edge technology. We drive large-scale, complex, and high-visibility technology projects and programs that shape the future of technology in Canada and expand connectivity from coast to coast. If you are interested in being a part of this, consider applying for the following opportunity:At Rogers, we connect Canadians to a world of possibilities and the memorable moments that matter most in their lives. Every day we wake up with one purpose in mind. To bring loved ones together from across the globe. To connect people to each other and the world around them. To help an entrepreneur realize their dream. A sports fan celebrates a special moment. Because we believe connections unite us, possibilities fuel us, and moments define us. As we grow our team, the well-being of our team members remains our top priority. To ensure the health and safety of our team members, including those in the recruitment process, our team members are working from home, and are equipped to do so safely and efficiently.Who we are: IT BSS Operations team in Rogers Technology Organization is looking for a manager to manage the operations of Wireline SGI/SS Ordering platform and its team supporting a diverse technology stack and operating environments. Reporting to the Director, IT BSS Operations, the ideal candidate will demonstrate a combination of proven technical, people, and business leadership in ensuring high system uptime, optimal resource utilization, support change & growth, collaborate with functional partners, empower people, and effect continuous improvement. Become part of our transformational journey in Technology organization with one belief, that there are only two jobs at Rogers One that serves our customers and one that supports who serve our customers.Primary Responsibilities: Technical service owner of Wireline SGI/SS ordering platform and supported applications. Accountable for driving improvements to application stability by working closely with internal and 3rd party technology partners to trouble shoot and resolve complex technical issues, pro-actively monitor and address production issues in advance and build successful feedback of learnings into improvements. Deliver an incident management capability that always have service availability top of mind. Drives towards automation in delivering resilient and self-correcting systems. Determine staffing requirements / task allocations, selection of team members; direct, motivate and develop staff, encouraging individual contribution, improvement within Rogers values and teamwork. Maintain systems integrity, compliance, and security through controls on High Availability, Capacity, Patching, SOX/PCI adherence, and Vulnerability Management. Attain, improve, and report operational KPI's and SLAs on system performance. Create and maintain strong operational acceptance discipline for new (SDM re-platform) and existing ordering and billing platform. Effective monitoring and alerting solutions that can be pre-emptive in detecting and resolving issues. Have a workforce that is always looking at automated parsing of logs to detect issues before they can result in an outage. Driving out appropriate level of reporting for customers on the services being provided and effective reporting at the leadership level providing a comprehensive dashboard on the services being provided and the status of these services. Ensure compliance that all process execution is in line with Rogers's policies and procedures and there is no compromise to the security of the platform and customer data. Manage partnerships with external vendors and accountabilities from those vendors to Rogers. Qualifications: Bachelor's degree in computer science, Engineering or any combination of education and experience, which would provide an equivalent background. 5+ years of professional Operational Management experience managing medium to large scale environments and complexity. 3+ years of leadership experience in customer-centric organizations 3+ years' experience in implementing projects using waterfall, agile, hybrid methodologies. Deep technical expertise and strong problem-solving and data analysis skills End-to-end management of an entire development cycle from concept to deployment and monitoring of applications, procurement engagement and vendor management The ability to handle multiple competing priorities in a fast-paced environment. Strong business acumen Experience working with outsourced and offshore teams. Telecom industry experience is preferred. Excellent verbal and written communication skills with the ability to present complex technical information clearly and concisely to a variety of audiences. Mainframe and .Net knowledge/experience will be nice to have. Schedule:Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location:8200 Dixie Road (101), Brampton, ON Travel Requirements: Up to 10% Posting Category/Function: Technology & Information Technology Requisition ID: 305038 At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Technology#LI-ED1Location: Brampton, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Mainframe, Computer Science, Operations Manager, Data Analyst, Procurement, Technology, Operations, Data
Client Service Assistant
BMO Financial Group, Sudbury, ON
Application Deadline: 05/03/2024 Address: 79 Durham Street South Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Maintains and organizes client database and client files. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: Post-secondary degree in related field of study desirable. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Please note the base salary for this specific position in Sudbury is $36,500 and based on candidate experience. Compensation and Benefits: $31,600.00 - $40,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Client Service Assistant
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 100 King Street West Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Toronto is $38,000 Compensation and Benefits: $32,700.00 - $48,600.00 Pay Type: Salaried & Commission 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 Service Assistant
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:100 King Street WestSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Assists the advisory team in preparing for client meetings, including scheduling appointments.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to team members and completed.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an assetKnowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an assetFamiliarity with technology applications and software used in the financial planning and investment industry.Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.Successful completion of 30-day BMO NB Investment Representative Licensing Program.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Toronto is $38,000 Grade:3Job 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.
Client Service Assistant
BMO, Markham, ON
Application Deadline: 05/02/2024Address:3985 Highway 7 EastSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Assists the advisory team in preparing for client meetings, including scheduling appointments.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to team members and completed.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an assetKnowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an assetFamiliarity with technology applications and software used in the financial planning and investment industry.Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.Successful completion of 30-day BMO NB Investment Representative Licensing Program.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:3Job 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.
Client Service Assistant
BMO Financial Group, Markham, ON
Application Deadline: 05/03/2024 Address: 3985 Highway 7 East Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Markham is $ 38,000.00 Compensation and Benefits: $32 700,00 - $48 600,00 Pay Type: Salaried & Commission 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.
Financial Controller - Mississauga, ON
Michael Page, Mississauga
Establish and ensure compliance with suitable internal controls, accounting protocols, and business standardsDevelop and maintain a team framework that facilitates the efficient execution of monthly, quarterly, and annual accounting and reporting responsibilities in alignment with U.S. generally accepted accounting principles (GAAP)Review journal entries, account reconciliations, corporate financial records, and other documentation to uphold compliance with US GAAP and company regulationsCollaborate closely with internal stakeholders to recognize and ensure compliance with new accounting standards (US GAAP)Cultivate and sustain a proficient, objective-driven, and effective accounting teamOversee the precision and efficiency of day-to-day accounting operations to uphold general ledgers and execute the monthly close and reporting proceduresSupervise the management of Accounts Receivable, Billing, and Credit and Collections teams.Provide support for internal and external audit procedures and quarterly financial statement reviewsContinually evaluate the processes for general accounting, monthly close and consolidation, and venue contract administrationDevelop and uphold effective internal controls as per Sarbanes-Oxley (SOX) and company guidelines, and collaborate with internal audit on control-related tasksMPI 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 applicantsBachelor's Degree in Accounting, Finance, or a related field is essential+8 years of accounting experience with at least 4 years in a people management capacityCPA requiredExperience as a controller, assistant controller, or in other senior-level accounting positions are requiredDemonstrated experience in overseeing financial systems implementations and upgradesProven track record of redesigning and enhancing processes, procedures, and internal controlsFamiliarity with Oracle or SAP is preferredExperience in leading a large team and hands-on involvement in various accounting functions such as G/L, A/P, A/R, billing, credit and collections, and fixed assetsStrong skills in hands-on reconciliation, with a high level of organization and attention to detailPrevious experience in industries such as hospitality or service-based organizations is advantageous