Overview of salaries statistics of the profession "Regional Gift Officer in Canada"

Application Deadline: 05/24/2024 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management. Identifies opportunities to grow existing relationships and develop new business. Makes presentations to clients/prospects in conjunction with others based upon their needs. Provides day to day technical support team members responsible for fiduciary account management. Manages trust, agency or probate accounts in the role of trustee. May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship team. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines. May provide specialized support for other internal and external regulatory requirements. Oversees the design, development, and implementation of tools and training required to deliver business results. Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions. Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements. Leads/supports contract negotiations with vendors, balancing cost, risk and performance. Oversees maintenance of Policies and Procedures Manual as required by internal and external changes.. Leads/participates in the design, implementation and management of core business/group processes. Develops and manages a business/group program. Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Performs sales & service support activities as required to meet client needs and maintain overall service levels. Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. 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 ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Bachelors degree in Finance or related field preferred. In-depth / expert knowledge of Personal Trust Administration processes and procedures In-depth / expert knowledge of Trust Tax, Trust Accounting and Investment Management In-depth / expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Compensation and Benefits: $79,800.00 - $148,200.00 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.

Application Deadline: 05/24/2024Address: 20 Erb Street WestJob Family Group:Wealth Sales & ServiceProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management.Identifies opportunities to grow existing relationships and develop new business.Makes presentations to clients/prospects in conjunction with others based upon their needs.Provides day to day technical support team members responsible for fiduciary account management.Manages trust, agency or probate accounts in the role of trustee.May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship team.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.May network with industry contacts to gain competitive insights and best practices.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Acts as the prime subject matter expert for internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines.May provide specialized support for other internal and external regulatory requirements.Oversees the design, development, and implementation of tools and training required to deliver business results.Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.Leads/supports contract negotiations with vendors, balancing cost, risk and performance.Oversees maintenance of Policies and Procedures Manual as required by internal and external changes..Leads/participates in the design, implementation and management of core business/group processes.Develops and manages a business/group program.Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Performs sales & service support activities as required to meet client needs and maintain overall service levels.Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.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 ensures an effectively run function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Bachelor's degree in Finance or related field preferred.In-depth / expert knowledge of Personal Trust Administration processes and proceduresIn-depth / expert knowledge of Trust Tax, Trust Accounting and Investment ManagementIn-depth / expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Compensation and Benefits:$79,800.00 - $148,200.00Pay 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.

Requisition Details:Employment Status: Regular, Full Time (1.0 FTE)Program Name: Labour RelationsNumber of Hours Bi-Weekly: 75Work Schedule: DaysLocation: Candidate must reside in Nova Scotia. This position is hybrid-remote and requires travel to VON sites in Nova Scotia. About Us: VON is a non-profit organization that provides clinical, personal, and social support to people who want to live every day to the fullest while remaining in their own homes and communities. Summary: The Director of Labour and Employee Relations (“Director”) manages a provincial professional Human Resources team of Labour and Employee Relations Officers, Labour and Employee Relations Advisor and Labour and Employee Relations Coordinator in the execution of the VON Labour and Employee Relations Strategy. In addition, the Director manages a broad range of day to day labour and employee relations issues and provides guidance to the provincial Labour and Employee Relations team to ensure compliance with VON policy and legislative standards. The Director is a subject matter expert and leader in Labour and Employee Relations. Key Responsibilities: Support Corporate Services and Operational leaders in identification and prioritization of current and future pivotal/core needs relating to Labour and Employee relations issues to create strategic organizational response in collaboration with the Senior Director of Labour and Employee Relations. Advise stakeholders on issues relating to labour and employee relations in accordance with the labour and employee relations strategy. Provincial labour/employee relations lead for all issues ranging from interpretation to arbitration management. The Director makes decisions and provides direction with respect to labour/employment issues consistent with the Labour and Employee Relations strategy and legislation including employment standards, human rights and terminations. Provide expert guidance and advice on issues involving human resources and employee relations, collective agreements (negotiation, information, interpretation, and application), performance matters, workplace investigations, grievances, complaints and arbitration issues, organizational change, labour relations-related legislation and regulations, etc. Oversees the implementation and administration of collective agreements to ensure consistent compliance, interpretation and resolution of grievances. Manage, lead, coach and mentor a team of Labour and Employee Relations professionals in the execution of the Labour and Employee Relations Strategy. Maintain knowledge of current legislative requirements and ensures that VON is aware of these requirements and make recommendations to ensure compliance. Participate in budget development and monitor cost implications related to Labour and Employee Relations. Accountable for budget management including department expenditures. Develop and analyze metrics for internal stakeholders as part of reporting to the Senior Management Team, HR committee of the Board, Operations Teams and others in collaboration with the Senior Director of Labour and Employee Relations. Direct, guide and coach management on dealing with difficult union/non-union staff interaction and situations. Provide advice and coaching to ensure accurate and relevant organizational reporting as pertaining to labour and employee relations to managers and senior managers daily and Regional Executive Directors as applicable. Lead and support projects related to the Human Resources and organizational initiatives. Participate on quality teams and in quality initiatives.Investigate and resolve internal/external complaints in a timely manner. Oversee and support Operations in the successful implementation of the regional labour relations strategy and the achievement of local labour outcomes through the development of positive relationships with unions and ensuring compliance with Collective Agreements. Manage and oversee any required preparation for the development of Collective Bargaining proposals and completing any essential background research including necessary financial mandate analysis. Support and identify changes to system configuration and internal processes resulting from ratification of collective agreements, legislative requirements or compliance with VON policies. Manages external vendor contracts for the provision of labour and employee relations services. Directs and manages contracted resources to both lead applicable negotiations. Manage and oversee the development of bargaining strategies in collaboration with the Senior Director of Labour and Employee Relations, Regional Executive Director and Managers at multiple provincial VON sites. Oversee the implementation of collective agreement changes to ensure consistent compliance, interpretation, system configuration and information sessions Chief labour/employee negotiator for a select group of collective agreements. Manage and oversee grievances forwarded to arbitration by working with the Senior Director of Labour and Employee Relations and/or outside counsel as required in developing a resolution strategy and ensuring its compliance. Liaise with external counsel when attending arbitration by providing any required documents, disclosure requests or other requests to assist in discussion. Develop and maintain VON policies, standards and best practices as they relate to labour and employee relations, ensuring they align with legislated standards. Manage and oversee all legislative (including Human Rights and Labour Standards) and policy complaints and provide guidance/advice to Labour and Employee Relations Officers to manage/resolve issues.Review all legislative complaints by working with the required stakeholders or external counsel when required. Advise and update the Senior Director of Labour and Employee Relations on all complaints and resolution recommendations. Education, Designations and Experience: University Degree in Human Resources Management or related field, or equivalent. A minimum of 8 years of progressive labour relations experience at a senior level plus 3 years’ experience at a management level. Knowledge of labour/management principles, provincial employment law, Human Rights, statutes and the Labour Relations Board processes and collective agreement administration is required. Experience leading collective bargaining, contract administration and interpretation. Familiarity with provincial labour regulations, collective agreements, provincial worker compensation legislation and practice, and various labour organizations. Strong background in employee and labour relations in a multi-unionized environment. Thorough knowledge of HR principles and applicable laws and regulations. Skill Requirements: Strong communication and influencing skills and the ability to work successfully with all levels of the organization. Ability to work in a fast paced multi-union environment meeting multiple demands and changing priorities. Demonstrated ability to work independently and as a team player. Ability to effectively handle multiple priorities simultaneously. Ability to communicate well across all levels of the organization. Ability to quickly build rapport, confidence and trust of peers, employees and executives. Ability to analyze, select and present solutions in a high-quality, highly effective and acceptable format. Highly collaborative. Strong business acumen, flexibility, commitment and performance standards. Other: A current and original satisfactory Criminal Records Check is required upon the start of your employment A Vulnerable Sector Search and/or Child Abuse Registry Check may be required Travel, overtime and irregular work schedules as required. What we can offer you: Competitive salaries and vacation time Tiered Benefits (health, dental, LTD) & an Employee Assistance Program Defined Benefit Pension Plan with company contribution Opportunity to use your skills and expand your knowledge The opportunity to make a difference in home and community healthcare Work with an organization that is over 125 years strong Work Conditions and Physical Capabilities: fast-paced environment; attention to detail; lift and carry using appropriate lifting techniques; walk, sit, stand, and climb stairs; grip and fine hand movements. VON Canada is committed to meeting the needs of persons with disabilities and to providing accessibility accommodations for candidates who require them. If you require accessibility support, please visit our website at http://www.von.ca/en/accessibility for further details.