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Audit Analyst- First Nations, Metis, Intuit Candidates
BMO, Toronto, ON
Application Deadline: 06/16/2024Address:100 King Street WestInviting all First Nations, Métis and Inuit candidates to apply!Hybrid- 2 days in officeAudit Analyst - Inviting all First Nations, Métis and Inuit candidates to apply!Conducts audit engagements to critically assess management and internal control processes, approving the nature, extent and timing of the audit, its execution and the formulation of insightful audit reports. Reports on audits to provide clear, concise and memorable insights on issues and potential issues to assist management in fulfilling mandates. This work provides vital assurance to the Board of Directors and senior management on the quality of internal control systems and reduces the risk of loss and reputational damage to the Company. This work is instrumental in identifying unacceptable/high risk circumstances that could lead to material impact on profitability or reputation. Provides independent assurance on the quality and effectiveness of internal control, risk management, and governance systems and processes to support senior management and the Board in protecting BMO and its reputation.*Inviting all First Nations, Métis and Inuit candidates to apply!Conducts advisory engagements and other engagements as required.Executes audits in full recognition of the risks of the group that encompass the inherent risks, control risks and internal/external environment and regulatory risks. This may encompass individual audits and broader capstone audits of Enterprise level functions/processes.Conducts advisory engagements and other engagements as required.Determines impact of changing strategies, tactics, risks and initiatives on audit, advisory and investigative services.Identifies and evaluates the impact of new and emerging technology and technology risk on the organization's processes and control environment.Utilizes data analytics in advisory engagements to improve quality and efficiencies.Develops an awareness of business strategies, policies and standards providing meaningful insights based upon knowledge and research which will continue to improve the Enterprise management and control processes.Maintains the independence of the audit practice and its personnel.Develops insightful discussion points contributing to audit reports that provides fair and balanced assessment of governance, risk and control processes based on audit work performed. Deliverables must be objective, clear, concise and timely.Identifies control deficiencies and provides a fair and balanced assessment of their magnitude.Maintains working knowledge of the industry, regulatory, broad economic environment, and internal environment, as to the development of new strategies and plans, opportunities and risk, to obtain an understanding of the control environment.Ensures that all audit procedures executed are conducted in accordance to Corporate Audit Methodology as confirmed by it's Quality Assurance program and/or regulatory examination results.Applies sound judgement in the execution of the assigned work and ensures open lines of communication.Develops and maintains good working relations with key stakeholders.Actively monitors change management initiatives and identifies potential risks.Actively participates and supports Corporate Audit change initiatives.Maintains and enhances professional audit qualifications in line with industry standards.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 4 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Professional designations or business designation such as CIA, CPA-Audit.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Hybrid- 2 days in officeGrade:6Job 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.
Analyst/Senior Analyst, Financial, Clean Economy Investment Tax Credits Team
Deloitte, Edmonton, AB
Job Type:Permanent Reference code:125221 Primary Location:Toronto, ON All Available Locations:Toronto, ON; Brossard, QC; Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kanata, ON; Kitchener, ON; Langley, BC; Laval, QC; Moncton, NB; Montreal, QC; Ottawa, ON; Quebec City, QC; Regina, SK; Saint John, NB; Saskatoon, SK; St. John's, NL; Vancouver, BC; Vaughan, ON; Victoria, BC; Windsor, ON; Winnipeg, MB Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Learn from deep subject matter experts through mentoring and on the job coaching. Be encouraged to deepen your technical skills...whatever those may be. Have many careers in one Firm. Partner with clients to solve their most complex problems What will your typical day look like?To face the country's decarbonization challenges, the Government of Canada announced 5 new investment tax credits for Clean Economy ("ITCs"): The Clean Technologies Investment Credit for wind, solar, storage, geothermal, non-road zero emission vehicles and other The Clean Electricity Investment Tax Credit for electricity generation The Clean Hydrogen Investment Tax Credit for hydrogen and ammonia production using electricity or natural gas The Clean Manufacturing Investment Tax Credit for clean technologies manufacturing, including battery manufacturing as well as extraction and processing of critical minerals. and the Carbon Capture, Utilization and Storage Investment tax credit for carbon capture, utilization, and storage. Analyst / Senior Analyst Through interaction with clients and the client service teams, you will be involved with supporting our team with consulting and claim preparation tasks related to the new Clean Economy Investment Tax Credits. As you build skills and knowledge, you will be challenged with more complex and strategic projects. Your role will expand to include supporting key delivery aspects related to pre-claim consultations, claim preparation, audit defense, and building deep client relationships. From time to time, you will also have opportunities to support client services teams in sales and business development activities. All of this will develop you on the path to becoming a trusted business advisor, and to gaining a broader view of business challenges and solutions beyond these ITCs.About the teamGi3: Global Investment and Innovation Incentives.Deloitte's Gi3 team is the leading innovation incentives provider both in Canada and globally. We help companies become more competitive by advising them on financial strategies to drive innovation, scale their business, and to combat climate change. Deloitte's Gi3 supports companies in accessing entitlement incentive programs such as SR&ED, Federal and Provincial merit-based / direct funding programs and the recently announced Clean Economy Investment tax credits.We are growing our team across Canada, and we are seeking professionals with an accounting background to join our Clean Economy Investment Tax Credits Team. To learn more about Deloitte: https://bit.ly/2ieqqxN.Enough about us, let's talk about youYou are someone with: University degree in tax, accounting, finance, law or a bachelor's degree in accounting with a minimum 2 years of specific experience in preparing SR&ED, or other tax credit claims, or in asset classification for depreciation purposes; Ability to understand the business aspects of capital asset projects and related financial costs; Ability to understand, analyze and interpret analyze tax legislation governing incentive programs in order to determine and support eligibility of properties and expenses to the ITCs; Genuine interest in sustainability and decarbonizing the economy with a mindset to serve clients and help them solve problems through access to government funding Ability to communicate verbally and in writing quickly, persuasively, and concisely Ability to work independently within a high-performance team Excellent project management skills; Interested in business and industrial processes; CPA designation is an asset. Total RewardsThe salary range for the Analyst position is $51,000 - $77,000 and $68,000 - $102,000 for the Senior Analyst position, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Financial Analyst, QC, Project Manager, Developer, Equity, Finance, Quality, Technology
Analyst, Actuarial Insurance Solutions - New Grad 2025 - Multiple Locations
Deloitte, Toronto, ON
Job Type:New Graduate Reference code:125842 Primary Location:Toronto, ON All Available Locations:Kitchener, ON; Toronto, ON Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Like many students approaching graduation, you are probably thinking 'what now'? Well, why not start off by launching your career with the one firm where you can make a bigger impact than you ever thought possible. What will your typical day look like? Our Actuarial and Insurance Solutions (AIS) practice will not just offer you a typical actuarial role. You will build innovative solutions to advance the actuarial field in addition to developing a deep knowledge of actuarial technical concepts and understanding the issues that will affect our clients. More specifically, a career in AIS will offer you the opportunity to: Work in a fast growing and challenging environment with a diverse set of people who are eminent in their respective technical field Develop cutting-edge solutions in collaboration with our teams and with clients Continue your professional development to reinforce and expand your chosen career path Work with high profile clients on a variety of Canadian and international engagements About the team The Assurance practice's value statement, or more simply, why we exist, is to "Build and elevate trust to help create a more resilient and sustainable tomorrow." The AIS practice is a multi-disciplinary and cross-functional service line that engages with clients across the Life, Property & Casualty, and Pension industries. Our Canadian team is part of Deloitte's worldwide actuarial network, which includes over 1,500 actuarial professionals working in 43 countries. Our service line performs client engagements that include, but are not limited to, technical actuarial work, enterprise risk management, actuarial process re-engineering, regulatory advisory, pension de-risking, predictive analytics, and M&A due diligence. AIS is also part of Deloitte's insurance sector practice and provides a wide range of services that go beyond the actuarial discipline. Our main objectives as a practice is to meet our clients' evolving needs and develop solutions that can help them take the next step in an industry being disrupted by emerging technology, stringent regulations, and changing customer needs. Enough about us, let's talk about you In this role, the expected qualifications are: Working towards completing a post-secondary degree or diploma in the fields of actuarial sciences, mathematics, risk management or a related field & significant progress towards ASA preferred (passed at least two SOA or CAS actuarial exam) Aptitude to synthesize quantitative analysis and effectively relay this information to others Research, financial analysis, analytical and problem-solving skills Demonstrated capabilities in team work, leadership, strong written and verbal communication skills Strong Computer skills - Microsoft Office (Excel, Access, etc.), Internet search tools, AXIS, etc Ability to build rapport within the practice and deliver high-quality work under time constraints Shows a keen interest in the latest developments in the insurance industry and exhibits passion in driving innovation in the actuarial field Shows a commitment to the insurance/risk management/data analytics fields through relevant classes/project work, past employment, and/or case competitions A strong entrepreneurial spirit who takes initiative in finding new work within the actuarial team Total Rewards The salary range for this position is $48,500 - $85,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver. Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm‐wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure. Our promise to our people: Deloitte is where potential comes to life Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be. Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors.The next step is yours Apply today! Deadline to Apply:April 30, 2024, at 11:59 PM ETTo be considered, you must submit your cover letter, resume and unofficial transcript in ONE PDF document At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Accounting, Risk Management, Quantitative Analyst, Developer, Law, Finance, Data, Technology, Legal
Analyst, Actuarial Insurance Solutions - Co-op/Intern 2025 - Multiple Locations
Deloitte, Toronto, ON
Job Type:Co-op/Intern Reference code:125843 Primary Location:Toronto, ON All Available Locations:Toronto, ON; Kitchener, ON Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Are you a current student looking to pursue either a Co-op term or Internship? Well, why not start by launching your career with the one firm where you can make a bigger impact than you ever thought possible. What will your typical day look like? Our Actuarial and Insurance Solutions (AIS) practice will not just offer you a typical actuarial role. You will build innovative solutions to advance the actuarial field in addition to developing a deep knowledge of actuarial technical concepts and understanding the issues that will affect our clients. More specifically, a career in AIS will offer you the opportunity to: Work in a fast growing and challenging environment with a diverse set of people who are eminent in their respective technical field Develop cutting-edge solutions in collaboration with our teams and with clients Continue your professional development to reinforce and expand your chosen career path Work with high profile clients on a variety of Canadian and international engagements About the team The Assurance practice's value statement, or more simply, why we exist, is to "Build and elevate trust to help create a more resilient and sustainable tomorrow." The AIS practice is a multi-disciplinary and cross-functional service line that engages with clients across the Life, Property & Casualty, and Pension industries. Our Canadian team is part of Deloitte's worldwide actuarial network, which includes over 1,500 actuarial professionals working in 43 countries. Our service line performs client engagements that include, but are not limited to, technical actuarial work, enterprise risk management, actuarial process re-engineering, regulatory advisory, pension de-risking, predictive analytics, and M&A due diligence. AIS is also part of Deloitte's insurance sector practice and provides a wide range of services that go beyond the actuarial discipline. Our main objectives as a practice is to meet our clients' evolving needs and develop solutions that can help them take the next step in an industry being disrupted by emerging technology, stringent regulations, and changing customer needs. Enough about us, let's talk about you In this role, the expected qualifications are: Working towards completing a post-secondary degree or diploma in the fields of actuarial sciences, mathematics, risk management or a related field & significant progress towards ASA preferred (passed at least two SOA or CAS actuarial exam) Aptitude to synthesize quantitative analysis and effectively relay this information to others Research, financial analysis, analytical and problem-solving skills Demonstrated capabilities in team work, leadership, strong written and verbal communication skills Strong Computer skills - Microsoft Office (Excel, Access, etc.), Internet search tools, AXIS, etc Ability to build rapport within the practice and deliver high-quality work under time constraints Shows a keen interest in the latest developments in the insurance industry and exhibits passion in driving innovation in the actuarial field Shows a commitment to the insurance/risk management/data analytics fields through relevant classes/project work, past employment, and/or case competitions A strong entrepreneurial spirit who takes initiative in finding new work within the actuarial team Total Rewards The salary range for this position is $48,000 - $74,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver. Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: flexible work arrangements and a hybrid work structure. Our promise to our people: Deloitte is where potential comes to life Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be. Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors.The next step is yours Apply today!Deadline to Apply: April 30, 2024, at 11:59 PM ETTo be considered, you must submit your cover letter, resume and unofficial transcript in ONE PDF document At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Accounting, Quantitative Analyst, Risk Management, Developer, Equity, Finance, Data, Technology
BMO Capital Markets Summer 2025 Investment Banking Analyst, Montreal
BMO, Montreal, QC
Application Deadline: 04/18/2024Address: 105-119-129 rue St-Jacques OJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.Who we areInvestment & Corporate Banking offers our clients an integrated Capital Markets platform which is characterized by our sector ecosystem approach to deploying a combination of deep industry sector expertise, innovative thinking in a team based approach and world class execution across a full suite of products, all backed by a strong balance sheet.What will you do?Summer Analysts start the internship by completing a one-week training and orientation programDuring the next 15 weeks, you will be assigned to a specific Investment Banking product or industry groupBeyond the on-the-job experience, the program encourages interns to network across various business groups, learn about BMO Capital Markets culture, participate in training seminars, get feedback, and receive coaching and career guidance from dedicated mentors while broadening your skillsGet connected with various Capital Market professionals through CM Café Connext to grow your networkUpon successful completion of this internship, you may receive a full-time offer for BMO Capital Markets Investment and Corporate BankingWhat's in it for you?You will gain valuable exposure to a wide number of industries and work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory.Responsibilities include:Running valuation analyses;Performing complex financial modeling;Conducting industry and company research and analysis;Developing client presentations;Writing internal and external marketing memoranda;Performing other tasks supporting client relationships and business developmentWhat are we looking for?This position is ideally suited for talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment banking. As an Analyst, you will be part of a dynamic investment banking environment.Students who are enrolled in an undergraduate degree program; graduating in December 2025 and April 2026 Have a minimum cGPA of 3.4/4.0; Pursuing an undergraduate degree in finance, math, accounting, engineering, economics, statisticsYou are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future Outstanding academic achievement and peer recognition;Excellent analytical skills in business, financial and credit analysis areas;Strong interpersonal skills used within a demanding team environment;Demonstrated proactivity, resiliency, and an unfailingly positive attitude;Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner;Excellent capacity to independently function as part of a team through self-motivation;Strong work ethic and a high level of professional integrity.How to Apply: For your application to be eligible for consideration, please apply to this posting.Please ensure the following items are submitted in your application:1. Cover Letter (optional)2. Resume3. TranscriptThe campus job description above aligns to the full time job description below.Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.Develops written internal and external marketing on pitch material.Supports deal teams in development, presentation, and winning mandates.Seeks to develop an understanding of client needs and outcomes.Provides materials to support an outstanding client experience.Identifies opportunities for increased efficiency and improved service to internal and external clients.Provides analytical findings to deal teams.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Completes quality reports/analyses.Researches and analyzes company and industry financial and operating information.Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.Creates statistical exhibits and financial performance trend analysis for client presentations.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.Delivers financial modeling to support strategic recommendations to clients.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.Financial analysis training and experience.0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $100,000.Compensation and Benefits:Pay 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.
Property Tax & Utility Representative 1
The City of Surrey, Surrey, BC
Overview As one of the fastest growing cities in Canada, City of Surrey is a globally recognized leader in building vibrant, sustainable communities through technology and innovation. City of Surrey employees are talented innovators, inspired by meaningful work and the opportunity to drive our city-and their careers-forward. Build a City. Build a Future at the City of Surrey. Employment Status Union - CUPE Local 402 - Term (12-18 Months) Scope The Property Tax & Utility Representative 1 is responsible for clerical, cashiering and customer service duties related to the collection of various municipal revenues at various City locations. The work involves interaction with the public in a high transaction environment. To maintain positive public relations, interpersonal and customer service skills will be important especially at times when circumstances are strained. Responsibilities • The Property Tax & Utility Representative 1 is responsible for clerical, cashiering and customer service duties related to the collection of various municipal revenues at various City locations. • The work involves interaction with the public in a high transaction environment. To maintain positive public relations, interpersonal and customer service skills will be important especially at times when circumstances are strained. • The successful candidate must communicate effectively both orally and in writing; succeed under the pressure of deadlines within a dynamic environment. • Have working knowledge of property tax and utility functions, including procedures and policies and have knowledge of relevant Municipal and Provincial legislation, including City of Surrey by-laws. • The ability to work within a team setting and with computer applications is also required. Qualifications A qualified applicant will have: • Completed grade 12 supplemented by introductory business & accounting courses. • Minimum of 2 years recent city experience. • Knowledge of the activities of other departments and previous cashiering experience is required. • An equivalent combination of education and experience may be considered. • Courses related to customer service and conflict resolution is preferred. Other Information Number of Job Openings: 1 Hourly Rate: $31.53 Steps Houry Rate Step 1 $31.53 Step 2 (6 Months) $31.97 Step 3 (18 Months) $32.90 Step 4 (30 Months) $33.50 Conditions of Employment This position requires completion of a Police Information Check. Successful applicants must provide proof of qualifications. Closing Date This job will be posted until April 8, 2024.. Our Values Integrity - Service - Teamwork - Innovation - Community
Property Tax & Utility Representative 1
The City of Surrey, Surrey, BC
Overview As one of the fastest growing cities in Canada, City of Surrey is a globally recognized leader in building vibrant, sustainable communities through technology and innovation. City of Surrey employees are talented innovators, inspired by meaningful work and the opportunity to drive our city-and their careers-forward. Build a City. Build a Future at the City of Surrey. Employment Status Union - CUPE Local 402 - Regular Part-Time Scope The Property Tax & Utility Representative 1 is responsible for clerical, cashiering and customer service duties related to the collection of various municipal revenues at various City locations. The work involves interaction with the public in a high transaction environment. To maintain positive public relations, interpersonal and customer service skills will be important especially at times when circumstances are strained. Responsibilities • The Property Tax & Utility Representative 1 is responsible for clerical, cashiering and customer service duties related to the collection of various municipal revenues at various City locations. • The work involves interaction with the public in a high transaction environment. To maintain positive public relations, interpersonal and customer service skills will be important especially at times when circumstances are strained. • The successful candidate must communicate effectively both orally and in writing; succeed under the pressure of deadlines within a dynamic environment. • Have working knowledge of property tax and utility functions, including procedures and policies and have knowledge of relevant Municipal and Provincial legislation, including City of Surrey by-laws. • The ability to work within a team setting and with computer applications is also required. Hours of work: 25 hours a week (Monday to Friday) set hours from 10:30am - 3:30pm. Qualifications A qualified applicant will have: • Completed grade 12 supplemented by introductory business & accounting courses. • Minimum of 2 years recent city experience. • Knowledge of the activities of other departments and previous cashiering experience is required. • An equivalent combination of education and experience may be considered. • Courses related to customer service and conflict resolution is preferred. Other Information Number of Job Openings: 2 Hourly Rate: $31.53 Steps Hourly Rate Step 1 $31.53 Step 2 (6 Months) $31.97 Step 3 (18 Months) $32.90 Step 4 (30 Months) $33.50 Conditions of Employment This position requires completion of a Police Information Check. Successful applicants must provide proof of qualifications. Closing Date This job will be posted until April 8, 2024. Our Values Integrity - Service - Teamwork - Innovation - Community
CLK 15R - Compliance Analyst
BC Public Service, Fort Nelson, BC
Posting Title CLK 15R - Compliance Analyst Position Classification Clerk R15 Union GEU Work Options Remote Location Abbotsford, BC V2S 1H4 CACampbell River, BC V9W 6Y7 CACranbrook, BC V1C 7G5 CAFort Nelson, BC V0C 1R0 CAHope, BC V0X 1L0 CAKamloops, BC V2H 1B7 CAKelowna, BC V1Z 2S9 CAMultiple Locations, BC CA (Primary)Nanaimo, BC V9T 6L8 CANelson, BC V1L 6K1 CAPrince George, BC V2N4P7 CASmithers, BC V0J 2N0 CASurrey, BC V4P 1M5 CAVancouver, BC V6B 0N8 CAVictoria, BC V9B 6X2 CAWilliams Lake, BC V2G 5M1 CASalary Range $57,296.54 - $64,805.30 annually Close Date 4/10/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Ministry of Finance Ministry Branch / Division Revenue, Property Taxation Branch Job Summary Share your skills, confidence and initiative in this energizing roleThe Property Taxation Branch is committed to delivering high quality service to taxpayers and homeowners across BC. The Branch is responsible for administering multiple property tax acts, billing and collecting taxes, and for adjudicating applications for various tax exemptions, loans, and grants.Our compliance analysts play a key role in ensuring taxpayers are supported to receive grants they are eligible for and to comply with property tax legislation. They also play a key role in ensuring the Government of British Columbia raises tax revenues to support the delivery of programs and services.Responsible for making account adjustments, providing detailed account information, and for determining eligibility for benefits, Compliance Analysts respond to seasonally high volumes of phone, email and web inquiries, all while delivering an exceptional service experience. They review facts of unclear cases, adjudicate claims, and review and audit applications for benefits and exemptions.Our Compliance Analysts may have the opportunity to work on different teams in our branch, throughout the year (training will be provided).Job Requirements: Secondary school graduation or equivalent (GED). Minimum one (1) year experience providing direct service to citizens, clients or customers. Preference may be given to applicants with more years of experience. Minimum one (1) year experience working in a compliance, financial and/or administration environment. Preference may be given to applicants with more years of experience. Minimum one (1) year experience responding to and working effectively with potentially frustrated, hostile or angry individuals, using empathy, tact and fairness. Preference may be given to applicants with more years of experience. An equivalent combination of education and experience may be considered. Preference may be given to applicants with one or more of the following: Minimum of one year's experience working in a contact (call) centre environment. Completion of post-secondary education (i.e. diploma or certificate) in a related field such as Business, Public Administration, and Finance. Minimum one (1) year experience in adjudication and/or auditing. Minimum one (1) year experience interpreting and applying legislation, regulations and/or policies. Minimum one (1) year experience analyzing data, and with audit/investigation procedures. Minimum one (1) year experience working with property tax legislation, regulations and policies. For questions regarding this position, please contact [email protected] .About this Position: Eight (8) full time positions are available. Remote work is allowed; this position can work up to full time from their home in British Columbia subject to an approved telework agreement. The locations listed above are to assist applicants in searching for this opportunity and are not a complete list of locations. An eligibility list may be established tofill both current and/or future permanent vacancies. Employees of the BC Public Service must be located in BC at the time of employment.Working for the BC Public Service:The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.This is your opportunity to live in one of the most beautiful regions in British Columbia and work for the BC Public Service. We offer a healthy work/life balance, excellent benefits and much more .How to Apply:Your application must clearly demonstrate how you meet the job requirements listed above.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - A resume is required as part of your application, however, it may not be used for initial shortlisting purposes.Questionnaire: YES - You will need to complete a comprehensive questionnaire to demonstrate how you meet the job requirements. Include all relevant information about your educational accomplishments and employment history including job titles, start and end dates (month and year) of your employment, and how you obtained your relevant experience. The questionnaire will take approximately 60 minutes to complete.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information:A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Administrative Services, Finance
Senior Portfolio Analyst - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/14/2024Address: 100 King Street WestJob Family Group:Customer SolutionsThis is a hybrid role. In the office and remote work environment options are available.Trading Support / Order entry Job Function: This is a Non-Licensed role. Complete Trade Order modelling & generation in the trading system.Account Re-balancing to investment targets and support the Model maintenance for mutual funds and investment trusts.Provide daily trading operational support across all asset classes.Communicate trade allocations across all markets to brokers, custodians, and clients where necessary, verifying trades settle on time, research, and correct any trade discrepancies.Point of contact on cash and capital flows (Investment/Redemption), modelling trades to spend/cover flows for portfolio managers and execute cash movements.Investigate and resolve both simple and complex price challenges.Develop, implement, and use Charles River System as a tool for managing and analyzing financial portfolio.Proactively research and validate multiple corporate action events across all markets.Executes currency hedging instructions.Liaise with Portfolio Managers and Accounting to resolve any discrepancies in returns.Fund Manager Assistance Job Functions: Issue Management and Resolution Initiates large trade tax analysis if applicable.Conducts Proxy voting record reviews.Provides excellence in the problem resolution, ticket closure and support of assigned projects from business stakeholders. Works with BMO groups to deliver specific project/program results aligned with overall group goals.Assists in the management of multiple programs/projects simultaneously and resolves conflicting priorities.Keeps stakeholders informed of messages, recommendations, decisions, process, and progress through strong communication skills.Supports the data collection and summary of regulatory inputs as required.Broader work or accountabilities may be assigned as needed, to provide flexibility to adjust as business needs evolve.Portfolio Analytics / Risk Job FunctionsReviews the performance for all funds for use in monthly measurement, monitoring and performance reporting. Test to ensure accuracy and completeness of information used to calculate performance and benchmarks.Participates in the implementation process and roll-out of performance measurement tools.Extract performance reports that include analysis of returns, risk, added value and portfolio characteristics for internally managed portfolios.Assist in the preparation of timely investment commentary and performance reporting and presentations for monthly and quarterly performance measurement reports on mutual funds, private wealth, institutional clients. Qualifications: Typically, 3+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Undergraduate Degree in Engineering, Economics, Commerce, Mathematics, or Data Science.Completion of the Canadian Securities Course - required.Ability to prioritise critical tasks in a fast-paced environment driven by regulatory and market risk factors.Verbal & written communication skills - In-depth / Expert.Analytical and problem-solving skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Pursuing CFA qualifications; completion of the CFA Level 1 or Level 2 an asset.Business Analysis skills - required.Data driven decision making - In-depth / Expert.MS Office and Business Intelligence including MS Excel Pivot Table and MS Access Database skills/Expert.Active listening and stakeholder empathy skills.Past user experience on Charles River Investment Management Solution system - strongly preferred.SQL / Python familiarity is preferred.Compensation and Benefits:$76,300.00 - $142,100.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Commercial Development Analyst
Equest, Edmonton, AB
Job Description Civeo is a global workforce accommodation specialist that helps people maintain healthy, productive and connected lives while living and working away from home. Our unique approach focuses on guest wellbeing, operational efficiency, community building and a property development mindset - making us a leading provider of accommodation solutions.Civeo Canada LP is currently seeking Commercial Analyst to join our team. This position reports directly to the Director of Finance. The successful candidate will pro-actively analyze data and report exceptions and opportunities to the management team. They will be responsible for supporting multiple departments within the organization, including the Civeo Executive Team. Do you have a passion for numbers matched by a passion for people? Civeo is seeking an enthusiastic, attentive, and organized Commercial Analyst. This role will work with the Sales, Commercial, and Estimating groups to develop pricing and financial models that serve the needs of both clients and shareholders. Key ResponsibilitiesLeveraging and analyzing multiple data sources for the purpose of monitoring, reporting and providing insights on any given market activity. Work closely and collaboratively with Sales, Pursuits and Estimating departments applying analytical know how and experience to develop, monitor and evaluate all substantial market activities in a timely manner. Assist with the development of business plans and market research programs as required by Civeo's executive team. Accountable for ensuring estimates align with the client scope of work and are bid compliant. Reviewing estimates for bid compliance Developing pricing models in excel Working with project stakeholders to ensure pricing compliance with client requirements Developing financial analysis to assess viability of new business activitiesQualificationsA post-secondary degree in commerce, finance, accounting, or working towards a CFA designation At least three years experience in a professional office setting Strong analytic skills Ability to manage multiple ongoing projects Effective written and oral communication skills Strong organizational skills Ability to work independently and show initiative Valid driver's license and passport an asset as some travel may be required Strong attention to detail Advanced knowledge of Microsoft Excel Moderate knowledge of Microsoft Word and Powerpoint Knowledge of financial analysis methodologies (e.g.: IRR, ROI, etc) an asset Knowledge of the Canadian energy, mining, or construction industries considered an assetWhile we own an incredible responsibility to provide remarkable service to our guests from various walks of life, we are also strongly committed to providing inclusive, equitable and respectful workplace to our employees and for our communities we serve.We continuously seek to improve our diversity and inclusion practices to establish a respectful and collaborative workforce. In pursuit of our diversity and inclusion values, we seek applicants with a varied range of skills, experiences, and competencies. All those qualified individuals who would further contribute to our diversification are encouraged to applyTo apply, please submit resume online to http://civeo.com/people-careers/job-opportunities/ Civeo is committed to the principle of employment equity. We welcome diversity and encourage all who are qualified to express their interest.
ADMN O 18R - Senior Registries Analyst
BC Public Service, Victoria, BC
Posting Title ADMN O 18R - Senior Registries Analyst Position Classification Administrative Officer R18 Union GEU Work Options Hybrid Location Victoria, BC V9B 6X2 CA (Primary)Salary Range $62,255.85 - $70,557.73 annually As of April 7, 2024: $64,123.59 - $72,674.35 annually Close Date 4/11/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Citizens' Services Ministry Branch / Division Service BC, BC Registries and Online Services Job Summary Bring your strong leadership skills to this dynamic team environmentMINISTRY OVERVIEW Dedicated to making life better for British Columbians, the Ministry of Citizens' Services (CITZ) delivers key services that people rely on. CITZ delivers accessible, multi-channel services, through a single-point-of-contact service approach to people in urban and rural communities through Service BC , and delivers the digital face of government at www.gov.bc.ca . CITZ also provides support for the expansion of high-speed internet connectivity throughout the province, leadership across government to modernize information management and technology resources, trusted data services to government agencies, prompt and relevant responses to freedom of information requests, and statistical and economic research, information and analysis to businesses and the public sector. In addition, the ministry manages the province's real estate assets, technology systems and equipment, and leverages procurement to increase business opportunities and create rewarding jobs that contribute to local economies and benefit individuals, families, and communities.A service-focused organization, CITZ strives to be a great place to work, where all employees feel both engaged and motivated to do their best.DIVISIONAL OVERVIEW Service BC is the government's chief provider of services to B.C. residents and businesses. The work of the division enables the design and delivery of accessible, responsive, and cost-effective services, making it easier for British Columbians and businesses to interact with government. Through a provincial network of 65 in-person offices and the Provincial Contact Center, Service BC provides approximately 300 government services for more than 40 partner ministries and agencies. Our team members' unwavering commitment to an ethic of service has driven consistently high people and business satisfaction rates. In support of the division's overarching goal of providing residents and businesses with seamless, multi-service access to government programs, the Division's service offerings are marketed to partner ministries and the broader public sector to expand our continuum of services and leverage common platforms.Within Service BC, our vision is to deliver innovation, value, and service excellence to the people of British Columbia, with the aspirational goal of becoming a best-in-class public service delivery organization. Our people and our culture are important to us. As a team, we are motivated to deliver an excellent service experience to British Columbians, businesses, colleagues, peers, clients, and partners. We believe in being kind, helpful, and are committed to delivering "Service with Heart".JOB OVERVIEW The primary responsibility of Registries and Online Services is to administer four business and public registries under various statutes - Corporate Registry, OneStop Business Registry, Manufactured Home Registry and Personal Property Registry. Incorporation and registration processes facilitate new business start ups and supports government's goal to enable job creation across British Columbia. Registries and Online Services facilitates and supports commerce in the province by providing trusted registry services.The Senior Registry Analyst is the recognized expert in a specific unit (i.e., Names, Manufactured Homes/Personal Property, Societies and Co-operatives, and Corporate Registry) and provides advice and direction to Registry Analysts as a functional supervisor for their area of specialization. These jobs are subject- matter experts on projects and for the branch's information systems specific to their specialty.Job Requirements:• A degree in a related field (e.g., Public Administration, Business) and a minimum one (1) year *related experience; OR • A diploma in a related field (e.g., Public Administration, Business) and two (2) years *related experience, OR • An equivalent combination of education and experience may be considered.*Related experience must include: • Experience using various computer programs (word processing and databases etc.) including entering, researching and explaining data. • Experience troubleshooting and resolving issues. • Experience leading, training, mentoring or coaching others.Minimum two (2) years' experience in: • Interpreting, applying and providing advice on legislation, regulations and/or policies and procedures, in complex situations. • Processing applications and documentation.Preference may be given to applicants with one (1) or more of the following: • Experience maintaining databases and/or information systems and leading or participating in user acceptance testing. • Project and process/system improvement experience. • Experience with BC Registries legislations ( ie Societies Act, BCA, MH, PPSA etc). • Additional years' experience in the above experience.For questions regarding this position, please contact [email protected] .About this Position: Currently there is one (1) permanent position available in Victoria. Flexible work options are available; this position may be able to work up to # days at home per week subject to an approved telework agreement. An eligibility list may be established to fill future permanent and/or temporary vacancies across the Ministry of Citizens' Services. To learn more about these B.C communities you can click on the Hello BC link here! Employees of the BC Public Service must be located in BC at the time of employment.Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.The BC Public Service is an award-winning employer and offers employees competitive benefits, amazing learning opportunities and a chance to engage in rewarding work with exciting career development opportunities. For more information, please see What We Offer .How to Apply: Your application must clearly demonstrate how you meet the job requirements listed above.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.Questionnaire: YES - You will need to complete a comprehensive questionnaire to demonstrate how you meet the job requirements. Include all relevant information about your educational accomplishments and employment history including job titles, start and end dates (month and year) of your employment, and how you obtained your relevant experience. The questionnaire will take approximately 60 minutes to complete.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Administrative Services
Analyst/Senior Analyst, Financial, Clean Economy Investment Tax Credits Team
Deloitte, Vancouver, BC
Job Type:Permanent Reference code:125221 Primary Location:Vancouver, BC All Available Locations:Toronto, ON; Brossard, QC; Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kanata, ON; Kitchener, ON; Langley, BC; Laval, QC; Moncton, NB; Montreal, QC; Ottawa, ON; Quebec City, QC; Regina, SK; Saint John, NB; Saskatoon, SK; St. John's, NL; Vancouver, BC; Vaughan, ON; Victoria, BC; Windsor, ON; Winnipeg, MB Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Learn from deep subject matter experts through mentoring and on the job coaching. Be encouraged to deepen your technical skills...whatever those may be. Have many careers in one Firm. Partner with clients to solve their most complex problems What will your typical day look like?To face the country's decarbonization challenges, the Government of Canada announced 5 new investment tax credits for Clean Economy ("ITCs"): The Clean Technologies Investment Credit for wind, solar, storage, geothermal, non-road zero emission vehicles and other The Clean Electricity Investment Tax Credit for electricity generation The Clean Hydrogen Investment Tax Credit for hydrogen and ammonia production using electricity or natural gas The Clean Manufacturing Investment Tax Credit for clean technologies manufacturing, including battery manufacturing as well as extraction and processing of critical minerals. and the Carbon Capture, Utilization and Storage Investment tax credit for carbon capture, utilization, and storage. Analyst / Senior Analyst Through interaction with clients and the client service teams, you will be involved with supporting our team with consulting and claim preparation tasks related to the new Clean Economy Investment Tax Credits. As you build skills and knowledge, you will be challenged with more complex and strategic projects. Your role will expand to include supporting key delivery aspects related to pre-claim consultations, claim preparation, audit defense, and building deep client relationships. From time to time, you will also have opportunities to support client services teams in sales and business development activities. All of this will develop you on the path to becoming a trusted business advisor, and to gaining a broader view of business challenges and solutions beyond these ITCs.About the teamGi3: Global Investment and Innovation Incentives.Deloitte's Gi3 team is the leading innovation incentives provider both in Canada and globally. We help companies become more competitive by advising them on financial strategies to drive innovation, scale their business, and to combat climate change. Deloitte's Gi3 supports companies in accessing entitlement incentive programs such as SR&ED, Federal and Provincial merit-based / direct funding programs and the recently announced Clean Economy Investment tax credits.We are growing our team across Canada, and we are seeking professionals with an accounting background to join our Clean Economy Investment Tax Credits Team. To learn more about Deloitte: https://bit.ly/2ieqqxN.Enough about us, let's talk about youYou are someone with: University degree in tax, accounting, finance, law or a bachelor's degree in accounting with a minimum 2 years of specific experience in preparing SR&ED, or other tax credit claims, or in asset classification for depreciation purposes; Ability to understand the business aspects of capital asset projects and related financial costs; Ability to understand, analyze and interpret analyze tax legislation governing incentive programs in order to determine and support eligibility of properties and expenses to the ITCs; Genuine interest in sustainability and decarbonizing the economy with a mindset to serve clients and help them solve problems through access to government funding Ability to communicate verbally and in writing quickly, persuasively, and concisely Ability to work independently within a high-performance team Excellent project management skills; Interested in business and industrial processes; CPA designation is an asset. Total RewardsThe salary range for the Analyst position is $51,000 - $77,000 and $68,000 - $102,000 for the Senior Analyst position, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Credit, Tax, QC, Project Manager, Financial Analyst, Finance, Quality, Technology
ADMN O 18R - Senior Registries Analyst - Closing date extended
BC Public Service, Victoria, BC
Posting Title ADMN O 18R - Senior Registries Analyst - Closing date extended Position Classification Administrative Officer R18 Union GEU Work Options Hybrid Location Victoria, BC V9B 6X2 CA (Primary)Salary Range $62,255.85 - $70,557.73 annually As of April 7, 2024: $64,123.59 - $72,674.35 annually Close Date 4/18/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Citizens' Services Ministry Branch / Division Service BC, BC Registries and Online Services Job Summary Bring your strong leadership skills to this dynamic team environmentMINISTRY OVERVIEW Dedicated to making life better for British Columbians, the Ministry of Citizens' Services (CITZ) delivers key services that people rely on. CITZ delivers accessible, multi-channel services, through a single-point-of-contact service approach to people in urban and rural communities through Service BC , and delivers the digital face of government at www.gov.bc.ca . CITZ also provides support for the expansion of high-speed internet connectivity throughout the province, leadership across government to modernize information management and technology resources, trusted data services to government agencies, prompt and relevant responses to freedom of information requests, and statistical and economic research, information and analysis to businesses and the public sector. In addition, the ministry manages the province's real estate assets, technology systems and equipment, and leverages procurement to increase business opportunities and create rewarding jobs that contribute to local economies and benefit individuals, families, and communities.A service-focused organization, CITZ strives to be a great place to work, where all employees feel both engaged and motivated to do their best.DIVISIONAL OVERVIEW Service BC is the government's chief provider of services to B.C. residents and businesses. The work of the division enables the design and delivery of accessible, responsive, and cost-effective services, making it easier for British Columbians and businesses to interact with government. Through a provincial network of 65 in-person offices and the Provincial Contact Center, Service BC provides approximately 300 government services for more than 40 partner ministries and agencies. Our team members' unwavering commitment to an ethic of service has driven consistently high people and business satisfaction rates. In support of the division's overarching goal of providing residents and businesses with seamless, multi-service access to government programs, the Division's service offerings are marketed to partner ministries and the broader public sector to expand our continuum of services and leverage common platforms.Within Service BC, our vision is to deliver innovation, value, and service excellence to the people of British Columbia, with the aspirational goal of becoming a best-in-class public service delivery organization. Our people and our culture are important to us. As a team, we are motivated to deliver an excellent service experience to British Columbians, businesses, colleagues, peers, clients, and partners. We believe in being kind, helpful, and are committed to delivering "Service with Heart".JOB OVERVIEW The primary responsibility of Registries and Online Services is to administer four business and public registries under various statutes - Corporate Registry, OneStop Business Registry, Manufactured Home Registry and Personal Property Registry. Incorporation and registration processes facilitate new business start ups and supports government's goal to enable job creation across British Columbia. Registries and Online Services facilitates and supports commerce in the province by providing trusted registry services.The Senior Registry Analyst is the recognized expert in a specific unit (i.e., Names, Manufactured Homes/Personal Property, Societies and Co-operatives, and Corporate Registry) and provides advice and direction to Registry Analysts as a functional supervisor for their area of specialization. These jobs are subject- matter experts on projects and for the branch's information systems specific to their specialty.Job Requirements:• A degree in a related field (e.g., Public Administration, Business) and a minimum one (1) year *related experience; OR • A diploma in a related field (e.g., Public Administration, Business) and two (2) years *related experience, OR • An equivalent combination of education and experience may be considered.*Related experience must include: • Experience using various computer programs (word processing and databases etc.) including entering, researching and explaining data. • Experience troubleshooting and resolving issues. • Experience leading, training, mentoring or coaching others.Minimum two (2) years' experience in: • Interpreting, applying and providing advice on legislation, regulations and/or policies and procedures, in complex situations. • Processing applications and documentation.Preference may be given to applicants with one (1) or more of the following: • Experience maintaining databases and/or information systems and leading or participating in user acceptance testing. • Project and process/system improvement experience. • Experience with BC Registries legislations ( ie Societies Act, BCA, MH, PPSA etc). • Additional years' experience in the above experience.For questions regarding this position, please contact [email protected] .About this Position: Amendment April 09, 2024: Posting closing date extended toApril 18, 2024 Currently there is one (1) permanent position available in Victoria. Flexible work options are available; this position may be able to work up to # days at home per week subject to an approved telework agreement. An eligibility list may be established to fill future permanent and/or temporary vacancies across the Ministry of Citizens' Services. To learn more about these B.C communities you can click on the Hello BC link here! Employees of the BC Public Service must be located in BC at the time of employment.Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.The BC Public Service is an award-winning employer and offers employees competitive benefits, amazing learning opportunities and a chance to engage in rewarding work with exciting career development opportunities. For more information, please see What We Offer .How to Apply: Your application must clearly demonstrate how you meet the job requirements listed above.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.Questionnaire: YES - You will need to complete a comprehensive questionnaire to demonstrate how you meet the job requirements. Include all relevant information about your educational accomplishments and employment history including job titles, start and end dates (month and year) of your employment, and how you obtained your relevant experience. The questionnaire will take approximately 60 minutes to complete.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Administrative Services
BMO Summer 2025 Global Markets Analyst (Generalist & Quantitative/Developer), Toronto
BMO, Toronto, ON
Application Deadline: 05/01/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.Program Overview:Summer Analysts work in the Global Markets Group of BMO Capital Markets, comprising Client Coverage, Origination, Digital and Liquid Trading, Structured Products Trading, Equity Products, and Financial Resource Management. Global Markets serves institutional, corporate, and government clients.A variety of desks host Summer Analysts including Equity Sales and Trading, Clearpool E-trading, Prime Finance, Structured Notes Sales and Trading, Leveraged Finance, Securitized Products Sales and Trading, Origination, Debt Capital Markets, and US Interest Rates Sales and Trading.Summer interns will work on one desk in Global Markets over a 15-week period. Interns will be provided with desk job descriptions prior to starting and will be placed based on preference and skill set. Each intern will complete one week of onboarding and training with other interns across BMO Capital Markets. There are continuous professional development activities throughout the summer. These activities include teach-ins, trading games, meetings with senior leaders, and networking events with both peers and Senior Leadership.Responsibilities: Summer interns are fully integrated into an assigned desk. Responsibilities will vary widely from day to day based on the needs of the business and the current market environment. Depending on the assigned desk, intern skill set, and business needs, responsibilities may include:Development and deployment of business solutions such as pricing and risk modelsMarket data capture and display, spreadsheet developmentProviding insight into trading strategies leveraging quantitative modellingImproving on existing technology involving system infrastructure, internal reporting, client/management presentations, etc.Bespoke projects requiring market, portfolio, or client research and data analyticsCreating client presentation materials using PowerPoint and ExcelDeveloping client trade ideasPlanning client eventsRecapping and organizing market data and eventsShadowing and learning from Trading, Sales, and Strategy professionalsQualifications: We are looking for highly motivated individuals who can work well in a competitive, market-driven, team-based environment and seek a challenge. Global Markets encompasses a diverse group of individuals with a variety of skill sets and job functions. We look to create a diverse intern class that can fit into different roles across Global Markets.Required Qualifications:Currently enrolled in an undergraduate or Master's program with a graduation date of December 2025 or Spring 2026Strong academic record -minimum 3.4/4.0 GPA Extracurricular achievement;Demonstrated interest in and knowledge of financial markets;Excellent research and analytical skills, able to collect, analyze and interpret data;Strong interpersonal skills used within a demanding team environment;Demonstrated proactivity, resiliency, positive attitude and high motivation;Strong written and oral communication skills;Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner;Excellent capacity to independently function as part of a team through self -motivation;Strong work ethic and a high level of professional integrity;Detail and results orientated.You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the futureAdditional Preferred Technical Qualifications: Currently working towards a degree in: Finance, Engineering, Actuarial Science, Computer Science, Mathematics, Physics, or Statistics;Knowledge and/or experience of front-end developer languages (HTML, CSS, JavaScript, React, Angular);Knowledge and/or experience in back end developer languages (C++, C#, Java, Python, VBA);Knowledge and/or experience of at least one type of statistical programming language (i.e. R, MatLab);Database experience (SQL, Oracle);Familiarity with data manipulation and strong quantitative/statistical background;Understanding of mathematical models;Fluency in Excel, including scripting and efficient spreadsheet design;Strong technical writing ability.How to Apply: For your application to be eligible for consideration, please apply to this posting.Please ensure the following items are submitted in your application. 1. Resume2. Transcript - please upload it in the resume section when applying in BMO's Workday application system)The campus job description above aligns to the full time job description below.Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank's exposure and adhering to regulatory statutes.Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader.Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions.Helps manage the flow of inquiries, market data, and other information from clients. Routes client calls appropriately and responds quickly to client questions.Seeks to develop an understanding of client needs and outcomes.Coordinates conference calls, client events and meetings.Maintains a proactive, client service focus in order to meet their needs and increase revenue; contacts customers to present available investment services and develops client prospects from among current customers, referral leads and other sources.Verifies that all confirms on trades or sales are accurate and promptly delivered.Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing.Answers phones, file, fax, and coordinates meeting and travel arrangements.Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Cultivates strong relationships with the research team in order to understand their industries and stock coverage.Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.Defines problems, collects data, establishes facts, and draws valid conclusions.Develops an understanding of and proficiency in using all required systems and models.Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Executes a variety of administrative and analytical tasks as assigned and with minimal supervision (e.g. procedural documentation, brokerage and client commission reporting, maintenance of contacts database, disaster recovery planning, tracking and updating of periodic trading or sales metrics, etc.).Administers all aspects of the sales and or trading desk, record keeping, reporting, and file maintenance in accordance with internal controls and compliance policies and external regulations.Responds to requests for information from both internal and external sources.Communicates market data and client changes to colleagues when they are on the road or in meetings.Provides feedback on, and, supports continuous improvement opportunities.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Familiarity with institutional equity markets.Series 7, 63 licenses.Able to read, analyze, and interpret general business periodicals, investment and financial reports.Strong familiarity with Outlook, Excel, Reuters Plus, Bloomberg, public finance/business news websites is desired.I-Star familiarity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $95,000.Compensation and Benefits:Pay 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.
BMO Capital Markets Summer 2025 Investment Banking Analyst, Toronto
BMO, Toronto, ON
Application Deadline: 05/01/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.What's in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets Eligibility criteria: You are a student at an accredited Canadian Post Secondary Institution/University, currently enrolled in an undergraduate program with a graduation date of December 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the futureApplication requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional)Unofficial Transcript Investment Banking Overview: The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants a practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 15-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full time Investment Banking program. Responsibilities: As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include:Conducting industry and company research and analysisDeveloping client presentationsWriting internal and external marketing memorandaRunning valuation analysis, financial analysis and completing complex modeling exercisesPerforming other tasks supporting client relationships and business development Qualifications: BMO Capital Markets offers a practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious and mature individuals:Enrolled in an undergraduate degree program, graduating in December 2025 or Spring 2026Interest in investment and corporate bankingA preferred minimum GPA of 3.4/4.0Minimum of two university finance and accounting classes with grades "B" or higherOutstanding academic achievement, leadership experience and peer recognitionDemonstrated leadership attributes in work, school or communityExcellent analytic, critical thinking and problem-solving skillsStrong interpersonal skills used within a demanding team environmentDemonstrated proactivity, resiliency, and an unfailingly positive attitudeExcellent capacity to independently function as part of a team through self-motivationStrong work ethic and a high level of professional integrityYou are a Canadian citizen, permanent resident of Canada or an individual who is legally authorized to work in Canada and will not require sponsorship in the future The campus job description above aligns to the full time job description below.Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.Develops written internal and external marketing on pitch material.Supports deal teams in development, presentation, and winning mandates.Seeks to develop an understanding of client needs and outcomes.Provides materials to support an outstanding client experience.Identifies opportunities for increased efficiency and improved service to internal and external clients.Provides analytical findings to deal teams.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Completes quality reports/analyses.Researches and analyzes company and industry financial and operating information.Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.Creates statistical exhibits and financial performance trend analysis for client presentations.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.Delivers financial modeling to support strategic recommendations to clients.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.Financial analysis training and experience.0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $100,000.Compensation and Benefits:Pay 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.
BMO Summer 2025 Global Markets Analyst (Generalist & Quantitative/Developer), Toronto
BMO Financial Group, Toronto, ON
Application Deadline: 05/01/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Program Overview: Summer Analysts work in the Global Markets Group of BMO Capital Markets, comprising Client Coverage, Origination, Digital and Liquid Trading, Structured Products Trading, Equity Products, and Financial Resource Management. Global Markets serves institutional, corporate, and government clients. A variety of desks host Summer Analysts including Equity Sales and Trading, Clearpool E-trading, Prime Finance, Structured Notes Sales and Trading, Leveraged Finance, Securitized Products Sales and Trading, Origination, Debt Capital Markets, and US Interest Rates Sales and Trading. Summer interns will work on one desk in Global Markets over a 15-week period. Interns will be provided with desk job descriptions prior to starting and will be placed based on preference and skill set. Each intern will complete one week of onboarding and training with other interns across BMO Capital Markets. There are continuous professional development activities throughout the summer. These activities include teach-ins, trading games, meetings with senior leaders, and networking events with both peers and Senior Leadership. Responsibilities: Summer interns are fully integrated into an assigned desk. Responsibilities will vary widely from day to day based on the needs of the business and the current market environment. Depending on the assigned desk, intern skill set, and business needs, responsibilities may include: Development and deployment of business solutions such as pricing and risk models Market data capture and display, spreadsheet development Providing insight into trading strategies leveraging quantitative modelling Improving on existing technology involving system infrastructure, internal reporting, client/management presentations, etc. Bespoke projects requiring market, portfolio, or client research and data analytics Creating client presentation materials using PowerPoint and Excel Developing client trade ideas Planning client events Recapping and organizing market data and events Shadowing and learning from Trading, Sales, and Strategy professionals Qualifications: We are looking for highly motivated individuals who can work well in a competitive, market-driven, team-based environment and seek a challenge. Global Markets encompasses a diverse group of individuals with a variety of skill sets and job functions. We look to create a diverse intern class that can fit into different roles across Global Markets. Required Qualifications: Currently enrolled in an undergraduate or Masters program with a graduation date of December 2025 or Spring 2026 Strong academic record minimum 3.4/4.0 GPA Extracurricular achievement; Demonstrated interest in and knowledge of financial markets; Excellent research and analytical skills, able to collect, analyze and interpret data; Strong interpersonal skills used within a demanding team environment; Demonstrated proactivity, resiliency, positive attitude and high motivation; Strong written and oral communication skills; Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner; Excellent capacity to independently function as part of a team through self -motivation; Strong work ethic and a high level of professional integrity; Detail and results orientated. You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future Additional Preferred Technical Qualifications: Currently working towards a degree in: Finance, Engineering, Actuarial Science, Computer Science, Mathematics, Physics, or Statistics; Knowledge and/or experience of front-end developer languages (HTML, CSS, JavaScript, React, Angular); Knowledge and/or experience in back end developer languages (C++, C#, Java, Python, VBA); Knowledge and/or experience of at least one type of statistical programming language (i.e. R, MatLab); Database experience (SQL, Oracle); Familiarity with data manipulation and strong quantitative/statistical background; Understanding of mathematical models; Fluency in Excel, including scripting and efficient spreadsheet design; Strong technical writing ability. How to Apply: For your application to be eligible for consideration, please apply to this posting. Please ensure the following items are submitted in your application. 1. Resume 2. Transcript please upload it in the resume section when applying in BMOs Workday application system) The campus job description above aligns to the full time job description below. Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the banks exposure and adhering to regulatory statutes. Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader. Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions. Helps manage the flow of inquiries, market data, and other information from clients. Routes client calls appropriately and responds quickly to client questions. Seeks to develop an understanding of client needs and outcomes. Coordinates conference calls, client events and meetings. Maintains a proactive, client service focus in order to meet their needs and increase revenue; contacts customers to present available investment services and develops client prospects from among current customers, referral leads and other sources. Verifies that all confirms on trades or sales are accurate and promptly delivered. Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing. Answers phones, file, fax, and coordinates meeting and travel arrangements. Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations. Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Cultivates strong relationships with the research team in order to understand their industries and stock coverage. Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. Defines problems, collects data, establishes facts, and draws valid conclusions. Develops an understanding of and proficiency in using all required systems and models. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Executes a variety of administrative and analytical tasks as assigned and with minimal supervision (e.g. procedural documentation, brokerage and client commission reporting, maintenance of contacts database, disaster recovery planning, tracking and updating of periodic trading or sales metrics, etc.). Administers all aspects of the sales and or trading desk, record keeping, reporting, and file maintenance in accordance with internal controls and compliance policies and external regulations. Responds to requests for information from both internal and external sources. Communicates market data and client changes to colleagues when they are on the road or in meetings. Provides feedback on, and, supports continuous improvement opportunities. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Familiarity with institutional equity markets. Series 7, 63 licenses. Able to read, analyze, and interpret general business periodicals, investment and financial reports. Strong familiarity with Outlook, Excel, Reuters Plus, Bloomberg, public finance/business news websites is desired. I-Star familiarity. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Please note the salary for this specific position is $95,000. Compensation and Benefits: Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
BMO Capital Markets Summer 2025 Investment Banking Analyst, Metals and Mining
BMO Financial Group, Toronto, ON
Application Deadline: 05/01/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Whats in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets Eligibility criteria: You are a student at an accredited Canadian Post Secondary Institution/University, currently enrolled in an undergraduate program with a graduation date of December 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future Application requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional) Unofficial Transcript Investment Banking Overview: The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants a practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 15-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full time Investment Banking program. Responsibilities: As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include: Conducting industry and company research and analysis Developing client presentations Writing internal and external marketing memoranda Running valuation analysis, financial analysis and completing complex modeling exercises Performing other tasks supporting client relationships and business development Qualifications: BMO Capital Markets offers a practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious and mature individuals: Enrolled in an undergraduate degree program, graduating in December 2025 or Spring 2026 Interest in investment and corporate banking A preferred minimum GPA of 3.4/4.0 Minimum of two university finance and accounting classes with grades B or higher A demonstrated interest in Metals and Mining is strongly preferred. Outstanding academic achievement, leadership experience and peer recognition Demonstrated leadership attributes in work, school or community Excellent analytic, critical thinking and problem-solving skills Strong interpersonal skills used within a demanding team environment Demonstrated proactivity, resiliency, and an unfailingly positive attitude Excellent capacity to independently function as part of a team through self-motivation Strong work ethic and a high level of professional integrity You are a Canadian citizen, permanent resident of Canada or an individual who is legally authorized to work in Canada and will not require sponsorship in the future The campus job description above aligns to the full time job description below. Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Develops written internal and external marketing on pitch material. Supports deal teams in development, presentation, and winning mandates. Seeks to develop an understanding of client needs and outcomes. Provides materials to support an outstanding client experience. Identifies opportunities for increased efficiency and improved service to internal and external clients. Provides analytical findings to deal teams. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Completes quality reports/analyses. Researches and analyzes company and industry financial and operating information. Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations. Creates statistical exhibits and financial performance trend analysis for client presentations. Applies technical concepts and understands implication of work to client/transaction. Develops an understanding of and proficiency in using all required systems and models. Provides feedback on, and supports continuous improvement opportunities. Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. Delivers financial modeling to support strategic recommendations to clients. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement. Financial analysis training and experience. 0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements. Highly skilled in building complex financial models. Expertise in financial computer applications and database management tools. Skilled in creating statistical presentations. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Please note the salary for this specific position is $100,000. Compensation and Benefits: Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
BMO Capital Markets Summer 2025 Investment Banking Analyst, Toronto
BMO Financial Group, Toronto, ON
Application Deadline: 05/01/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Whats in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets Eligibility criteria: You are a student at an accredited Canadian Post Secondary Institution/University, currently enrolled in an undergraduate program with a graduation date of December 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future Application requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional) Unofficial Transcript Investment Banking Overview: The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants a practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 15-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full time Investment Banking program. Responsibilities: As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include: Conducting industry and company research and analysis Developing client presentations Writing internal and external marketing memoranda Running valuation analysis, financial analysis and completing complex modeling exercises Performing other tasks supporting client relationships and business development Qualifications: BMO Capital Markets offers a practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious and mature individuals: Enrolled in an undergraduate degree program, graduating in December 2025 or Spring 2026 Interest in investment and corporate banking A preferred minimum GPA of 3.4/4.0 Minimum of two university finance and accounting classes with grades B or higher Outstanding academic achievement, leadership experience and peer recognition Demonstrated leadership attributes in work, school or community Excellent analytic, critical thinking and problem-solving skills Strong interpersonal skills used within a demanding team environment Demonstrated proactivity, resiliency, and an unfailingly positive attitude Excellent capacity to independently function as part of a team through self-motivation Strong work ethic and a high level of professional integrity You are a Canadian citizen, permanent resident of Canada or an individual who is legally authorized to work in Canada and will not require sponsorship in the future The campus job description above aligns to the full time job description below. Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Develops written internal and external marketing on pitch material. Supports deal teams in development, presentation, and winning mandates. Seeks to develop an understanding of client needs and outcomes. Provides materials to support an outstanding client experience. Identifies opportunities for increased efficiency and improved service to internal and external clients. Provides analytical findings to deal teams. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Completes quality reports/analyses. Researches and analyzes company and industry financial and operating information. Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations. Creates statistical exhibits and financial performance trend analysis for client presentations. Applies technical concepts and understands implication of work to client/transaction. Develops an understanding of and proficiency in using all required systems and models. Provides feedback on, and supports continuous improvement opportunities. Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. Delivers financial modeling to support strategic recommendations to clients. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement. Financial analysis training and experience. 0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements. Highly skilled in building complex financial models. Expertise in financial computer applications and database management tools. Skilled in creating statistical presentations. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Please note the salary for this specific position is $100,000. Compensation and Benefits: Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
BMO Capital Markets Summer 2025 Corporate Banking Analyst, Calgary
BMO, Calgary, AB
Application Deadline: 05/01/2024Address: 525 8th Avenue SWJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.What's in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets Eligibility criteria: You are a student at an accredited Canadian Post Secondary Institution/University, currently enrolled in an undergraduate program with a graduation date of December 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future Application requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional)Unofficial Transcript Corporate Banking Overview: The CB Summer Analyst program is designed for candidates between their second and third year of an undergraduate school. Summer analysts will gain valuable experience and exposure to a wide number of industries during the 15-week program. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors. This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of corporate banking. Responsibilities: Processing client requests (e.g. new credit facilities and extensions and/or amendments to existing credit facilities).Completing annual / interim credit reviews. Credit reviews include industry and financial analysis comprising of: operating performance, cash flow, leverage, coverage and liquidity, as well as capital-at-risk and other regulatory capital calculations.Monitoring performance of portfolio companies against credit terms and conditions and identify changes in the financial condition of a client.Preparing presentation materials and relationship profitability assessments, which involve liaising with other product and industry groups within BMO Capital Markets. Performing other duties including industry and company-specific research, as well as ad hoc projects for senior professionals. Qualifications: Currently enrolled in an undergraduate business/accounting/finance program graduating in December 2025 or Spring 2026GPA of 3.4/4.0Strong interest in finance and banking.Demonstrated leadership in extracurricular activities.Strong financial analysis and modeling skills.Proficient in Word/Excel/PowerPoint. Strong communication skills both written and verbalDetail oriented.Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes.Outgoing and personable; team player able to work effectively in small groups.Knowledgeable in the principles of finance and the financial markets. Comfortable working in a fast-paced environment.Previous banking or credit risk management experience preferred.You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future The campus job description above aligns to the full time job description below.Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.Develops written internal and external marketing pitch material.Supports deal teams in development, presentation, and winning mandates.Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.Seeks to develop an understanding of client needs and outcomes.Identifies opportunities for increased efficiency and improved service to internal and external clients.Provides analytical findings to deal teams.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Researches and analyzes financial and operating information relating to companies and industries.Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations.Creates statistical exhibits and trend analysis of financial performance for client presentations.Completes due diligence and credit analysis on new and existing client relationships.Prepares industry compilations.Completes quality reports/analyses.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and, supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.Has financial analysis training and experience.Has up to 3 years of relevant experience within investment and/or corporate banking unit.Excellent analytical skills. Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $90,000.Compensation and Benefits:Pay 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.
BMO Capital Markets Summer 2025 Corporate Banking Analyst, Toronto
BMO, Toronto, ON
Application Deadline: 05/01/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.What's in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets Eligibility criteria: You are a student at an accredited Canadian Post Secondary Institution/University, currently enrolled in an undergraduate program with a graduation date of December 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future Application requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional)Unofficial Transcript Corporate Banking Overview: The CB Summer Analyst program is designed for candidates between their second and third year of an undergraduate school. Summer analysts will gain valuable experience and exposure to a wide number of industries during the 15-week program. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors. This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of corporate banking. Responsibilities: Processing client requests (e.g. new credit facilities and extensions and/or amendments to existing credit facilities).Completing annual / interim credit reviews. Credit reviews include industry and financial analysis comprising of: operating performance, cash flow, leverage, coverage and liquidity, as well as capital-at-risk and other regulatory capital calculations.Monitoring performance of portfolio companies against credit terms and conditions and identify changes in the financial condition of a client.Preparing presentation materials and relationship profitability assessments, which involve liaising with other product and industry groups within BMO Capital Markets. Performing other duties including industry and company-specific research, as well as ad hoc projects for senior professionals. Qualifications: Currently enrolled in an undergraduate business/accounting/finance program graduating in December 2025 or Spring 2026GPA of 3.4/4.0Strong interest in finance and banking.Demonstrated leadership in extracurricular activities.Strong financial analysis and modeling skills.Proficient in Word/Excel/PowerPoint. Strong communication skills both written and verbalDetail oriented.Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes.Outgoing and personable; team player able to work effectively in small groups.Knowledgeable in the principles of finance and the financial markets. Comfortable working in a fast-paced environment.Previous banking or credit risk management experience preferred.You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future The campus job description above aligns to the full time job description below.Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.Develops written internal and external marketing pitch material.Supports deal teams in development, presentation, and winning mandates.Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.Seeks to develop an understanding of client needs and outcomes.Identifies opportunities for increased efficiency and improved service to internal and external clients.Provides analytical findings to deal teams.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Researches and analyzes financial and operating information relating to companies and industries.Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations.Creates statistical exhibits and trend analysis of financial performance for client presentations.Completes due diligence and credit analysis on new and existing client relationships.Prepares industry compilations.Completes quality reports/analyses.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and, supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.Has financial analysis training and experience.Has up to 3 years of relevant experience within investment and/or corporate banking unit.Excellent analytical skills. Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $90,000.Compensation and Benefits:Pay 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.