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

Overview of salaries statistics of the profession "Banking Customer Administrator in Canada"

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

Recommended vacancies

Senior Consultant, Banking Operations
KPMG, Montreal, QC
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG's Banking Advisory Practice helps organizations to develop efficient and effective operations to support strategic business objectives. We support our clients in identifying, quantifying, prioritizing and delivering the changes required to align their operating models to their financial targets and strategic objectives. This approach helps deliver timely improvements in performance and visibility, and control for long-term operating impact. We start with the big picture, before narrowing it to reflect our clients' most pressing concerns, focusing on continuously streamlining operations to unlock value, delivering bottom-line improvements and enhancing quality and service levels. Our Banking Advisory practice are seeking a Senior Consultant to strengthen our Banking offering in the Montreal office. We are looking for talented professionals like you, with a proven record for motivating teams and delivering exceptional, meaningful client service. What you will doAs a Senior Consultant in our Banking Advisory practice, you will use your strong business acumen and be a key member of a high performing team. You'll be learning from some of the best in the financial services industry and growing your personal skillset by : You will be at the forefront of our payment solutions ecosystem, leveraging your expertise to assess, capture, and translate intricate business issues into well-structured payment solutions. Your proficiency in both operational and technical domains will enable you to develop comprehensive work stream plans that drive impactful change. Designing, building, launching, optimizing, and expanding full-stack payment solutions that precisely align with business requirements. Cultivate relationships with a diverse group of stakeholders. Serving as a subject matter expert, you will guide a diverse team of technology and project professionals during project implementation. Participate in requirement gathering workshops, you will gain a deep understanding of our clients' business needs. This insight will empower you to tailor functional solutions and product demonstrations that resonate with various stakeholders. In the pre-sales process, you will prepare compelling marketing materials such as presentations and demos to address potential customers' business requirements. Your expertise in showcasing the value of our solutions will drive new business opportunities. What you bring to the role A Bachelors' degree in a related discipline (may include undergraduate or postgraduate degree in Management/Business Administration, Engineering, Business Information/Technology, Finance, Public Administration, Data Sciences and Health Sciences) A minimum of 3 years of experience in c onsulting in banking services . Experience in planning and tracking projects, comfortable to work with executive and C-suite clients and s uperior communication skills . Strong analytical and problem-solving skills with the ability to identify and define problems and develop creative solutions to address client requirements clearly and articulately. Proficient in Microsoft Excel and PowerPoint . Ability to work independently once provided with direction but have an affinity for teamwork and relationship building. Individuals who take deep personal accountability for their work, have a passion for excellence, driven to achieve their full potential and understand the value of building relationships with clients, future clients, their communities, the global firm and each other. Open to learn new things and dive deep into new industries and business functions. This position requires written and oral fluency in English because it involves interpretation and application of English standards, guidance, laws and regulations, servicing of English-speaking clients located across Canada and collaboration with English Speaking colleagues located outside of Quebec. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Regulatory Examination Specialist - Information Security
TD, Toronto, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview Department Overview Building a World-Class, Diverse and Inclusive Technology Team at TDWe can't afford to be boring. Neither can you. The scale and scope of what TD does may surprise you. The rapid pace of change makes it a business imperative for us to be smart and open-minded in the way we think about technology. TD's technology and business teams become more intertwined as new opportunities present themselves. This new era in banking does not equal boring. Not at TD, anyway. TD Regulatory, Audit & Compliance Assurance is home to a team of highly valued professionals who provide support for all P&T related Regulatory and support interactions which includes business, 2nd, or 3rd LOD led exams. They provide support for all P&T related Regulatory and support interactions which includes business, 2nd, or 3rd LOD led exams. Provides oversight and governance over remediation, site visits, supervisory and inquiry activities to meet commitments to Regulators. Also, responsible for Merger & Acquisition integration into Assurance functions. There's room to grow in all of it. Job Details About This Role We are looking for someone to join our Platforms & Technology Regulatory, Audit & Compliance Assurance organization as Regulatory Exam Lead. The successful candidate will Manage global regulatory examinations, on-going supervisions, request for information, formal meeting for all of Technology by conducting the following activities: •Facilitation of Technology Regulatory Responses: •Act as primary intake and facilitator for Technology related Regulatory activities and requests •Coordination with key stakeholders and SMES to collect artifacts and evidence to respond to request items •Review of artifacts and evidence for executive approval, content and redaction prior to submission to the regulators •Assurance of timely submission of artifacts and reporting to the regulators •Organize and file digital artifacts and evidence •Facilitation of Formal Meetings: •Act as primary coordinator and facilitator for Technology related Regulatory sessions •Facilitate the preparation of agendas, speaking notes and presentation decks by coordinating with TCOs and SMEs •Facilitation of preparatory meetings with key stakeholders to review agendas, speaking notes and presentation deck •Facilitation and hosting of Formal Meetings with Regulators •Facilitation of executive and stakeholder debrief meetings and follow up items •Management Reporting: •Communicate and provide status reporting of the above activities to management and stakeholders •Liaise with other regulatory relations stakeholders outside of Technology •Work with Enterprise Technology Regulatory Management to improve the regulatory program management process to ensure regulatory activities met commitments, are performed efficiently and delivered timely with quality results •Promote and foster a cohesive team and positive work environment that encourages innovation, creativity and collaboration •Build and maintain positive working relationships by effectively communicating and regularly sharing information, issues/points of interest, learnings and knowledge with the team, internal and external business partners •Support management and other team members in the achievement of individual, divisional and team goals Job Requirements What can you bring to TD? Share your credentials and your relevant experience and knowledge. It helps if you have: •Undergraduate Degree or Technical Certificate. (Graduate Degree preferred). •7+ years relevant work experience in technology •CRISC certification or equivalent experience •CISA certification or equivalent experience •CISSP certification or equivalent experience a plus •University degree or relevant field / equivalent experience •Excellent English communication skills (written and oral), with experience interacting with all levels of management both within Company and Customer organizations •Ability to work in a high paced, multifaceted environment with minimal supervision •Ability to work independently and often autonomously in the management of projects, teams and operational disciplines and apply strategic thinking throughout the execution of work plans •Diverse, innovative thinking with respect to reusability of architecture and processes •Sound management techniques, experience in problem resolution and development of strategies for operational improvement •Drive to boost your knowledge and expertise by staying abreast of industry and business trends •Willingness to work closely and effectively with clients, stay connected to business needs and direction Additional Information Additional Information Join in on what others in TD Technology Solutions are doing: •Inspire a positve work environment and help champion quality, innovation, teamwork and service to the business. •Learn voraciously, stretch your thinking, share your knowledge and educate others. •Communicate and collaborate with both technical and non-technical professionals. •Cultivate winning relationships by building trust with business and technology partners. •Share our commitment to productivity, effectiveness and operational efficiency. •Embrace change and witness amazing things happen - from the inside. •Make your mark. Join a dynamic team. Explore new ideas. This is your opportunity to impact the future of banking technology in areas and ways you've never imagined (at a bank)! Visit techjobs.td.com to learn more. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Associate Branch Director
RBC, Regina, SK
Job SummaryAssists the branch manager in overseeing daily activities including management, customer service and staff training to ensure effective banking practices. Applies extensive, in-depth knowledge, skills, and practices to perform complex assignments.Job DescriptionWhat is the Opportunity?With C$400 billion in assets under administration, RBC Dominion Securities is Canadians leading in wealth management firm. While investment management is the core offering, our 1,800 investment professionals also provide a full scope of wealth planning services, to help our clients preserve, grow and transfer their wealth to succeeding generations.The Associate BranchDirector works in concert with Branch Director to oversee all aspects of the branch. Responsibilities include overall branch profitability while meeting strategic targets through: sales management, human resource management, operations control and supervision of compliance. Provide leadership and support to Investment Advisors and support staff in hiring, training and motivating. Assesses performance, provides appropriate developmental opportunities, coaching and feedback as required. Promotes the firms corporate image by developing and maintaining business relationships throughout RBC Financial Group and within their respective communities.What will you do?Clearly demonstrates effective management and supervision of all compliance issues and responsibilities on a daily basis.Provides effective and consistent communication via weekly sales meetings, sales support meetings and team meetings.Engages in high performance coaching with each IA.Provides ongoing coaching to Branch Administrator to ensure their duties are understood and accomplished with a high degree of success; also provides ongoing opportunities for mentoring and development.Clearly demonstrates behaviours which motivate all employees for greatest results including, personal development, recognition and promotion.Consistently seeks opportunities to engage employees in improving the working environment within the branch.Develops actionable feedback for IAs and support staff, whether it is positive or corrective. Is willing to make tough decisions.Solves difficult problems effectively. Deals with the root cause, looks beyond the obvious and doesnt stop at the first or easy answer.Superior written and oral communication skills.What do you need to do to be successful?Must Have:Post-Secondary Education (College or University)Retail Brokerage Experience with minimum of 2 years Investment Advisor experience or similar experienceDemonstrated experience in dealing with ambiguity and managing multiple operations and servicing activities in a fast paced environment.Ability to engage a diverse team that includes branch staff, middle office and internal and external partnersExperience in managing multiple priorities and in dealing with challenging and sometimes complex situations to drive success.Proven experience in leading a team, coaching and developing and motivating others.Decisive and Results DrivenCSC, CPH, BM license preferred.Nice to HaveRBC Dominion Securities experienceWM Operations and Financial Industry backgroundWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workJob SkillsAdditional Job DetailsAddress:REGINA MAIN BRANCH, 2010 11 AVE:REGINACity:REGINACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2023-10-23Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Customer Service Reprensentative
BMO, Magog, QC
Application Deadline: 04/28/2024Address:498 rue Principale ouestDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Identifies customer needs and initiates referrals to BMO colleagues.Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes standardized tasks under supervision.Performs initial problem solving within given rules/limits & escalates when required.Broader work or accountabilities may be assigned as needed.Qualifications:No prior experience necessary; post-secondary degree or certification in related field of study is desirable.High-level knowledge of personal, commercial and partner offers, and how each can best serve customers' individual needs.Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.Highly skilled at helping people who don't find digital applications intuitive to gain confidence in how to use them and to understand their benefits.Projects a professional presence.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.A focus on delivering a personal experience to customers.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic knowledge learned on the job.Verbal & written communication skills - Basic (in business environment).Organization skills - Basic (in business environment).Collaboration & team skills - Basic (in business environment).This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:2Job 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.
Customer Service Reprensentative
BMO Financial Group, Magog, QC
Application Deadline: 05/12/2024 Address: 498 rue Principale ouest Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU). Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customers experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: No prior experience necessary; post-secondary degree or certification in related field of study is desirable. High-level knowledge of personal, commercial and partner offers, and how each can best serve customers individual needs. Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications. Highly skilled at helping people who dont find digital applications intuitive to gain confidence in how to use them and to understand their benefits. Projects a professional presence. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. A focus on delivering a personal experience to customers. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $33,850.00 - $44,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Inside Sales Wholesaler, Retail Distribution - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/21/2024Address:100 King Street WestAssociate, Internal Sales, Retail Distribution - BMO Global Asset ManagementThe Associate, Internal Sales, Retail Distribution will be responsible to promote and sell BMO Global Asset Management (BMO GAM) investment & portfolio solutions products and services within the internal distribution channels in P & BB (Personal & Business Banking). Results will be attained through the initiation and execution of sales coaching calls to Personal Bankers in their regions. Also, support and sales activities & events in partnership with the Senior Associate's sales & business development objectives.Provide internal phone sales support to Personal Bankers for the BMO Global Asset Management line of business through promotion of Mutual Funds & investment solutions.Partner with Regional Sales Managers in the implementation of sales strategies for GAM Retail investment products & services within P&BB distribution channels in the region.Engage and conduct coaching and training via phone/video sessions individually or in a group setting to increase awareness and penetration to internal partners through phone meetings, workshops, webinars, branch huddles and seminars.Be the point of contact for internal partners across assigned regions for any BMO Global Asset Management Retail investment related queries.Proactively identifying coaching and training opportunities by analyzing various metrics such as branch segmentation, penetration rates, branch needs and scorecard results.Create, build and maintain strategic working relationships with internal partners throughout the distribution channels within BMOFG.Help develop sales tools/strategies and tactics aimed primarily at BMs, PBs/PBAs and FPs to engage, and increase P&BB Retail Mutual Fund SalesConduct regular best practices sessions and presentations on selling techniques, provision of scripts and/or campaign info on behalf of P&BB Sales.Assist Regional Senior Assoicate's in territory management.Operates in multiple working relationships/partnerships/environments.Assists in direct client education of BMO GAM Investment Solutions to end investors as required through seminars & webinars or joint calls with branch advisors.Responsible for managing various incoming sales leads and assignment to appropriate partners in branches.Participate in direct client sales initiatives undertaken in partnership with the Regional Senior Associate or Marketing as required.QualificationsTrack record of consistent Personal Banker performance related to investment sales results preferred.Completion of IFIC (Mutual Funds Investments Course) or CSC (Canadian Securities Course). Canadian Practices Handbook (CPH) added benefit.University degree or College diploma required, related industry courses ideal.Minimum 3 years of financial services industry and investment product sales experienceIn-depth knowledge of BMO Funds and Mutual Funds organization and Banking Group interrelationships.Proven Sales experience and client relationship management experience required.Strong relationship skills, interpersonal, and communication skillsStrong presentation and facilitation skillsFamiliarity with retail investment products and distribution channels within the marketplaceMust be proactive, driven and motivated with a positive attitude and a desire to develop businessGrade:5Job 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.
Sr. Manager Operational Risk, Canadian Business Banking
BMO, Toronto, ON
Application Deadline: 03/28/2024Address:33 Dundas Street WestProvides oversight, governance and monitoring of operations to drive consistency and quality ensuring that internal control process are adequate and functional. Develops and implements the integrated roadmap to guide the review, design, development, implementation, and ongoing operation of quality practices and management processes in alignment with established standards. Administers operations governance procedures and maintains strategic alignment to ensure adherence and efficiency.CultureFosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.Ensures alignment between values and behavior that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Stakeholder and Team ManagementBuilds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Acts as a trusted advisor to assigned business/group.Acts as the prime subject matter expert and build effective relationship with internal/external stakeholders.Ensures alignment between stakeholders.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.May network with industry contacts to gain competitive insights and best practices.Attracts, retains, and enables the career development of top talent.Influences and negotiates.Strategy SupportProvides strategic input into business decisions.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Assists in the development of strategic plans.Helps determine business priorities and best sequence for execution of business/group strategy.Supports and governs the operations governance implementation road map including strategic priorities.Conducts independent analysis and assessment to resolve strategic issues.Operational Risk ManagementIdentifies emerging issues and trends to inform decision-making.Tracks and supports the resolution of issues by coordinating stakeholders in the information chain.Maintains and updates the risk and control matrix for the business.Maintains standards and monitors compliance and effectiveness of operations processes and controls.Support risk assessments for the business unit.Collaborates with stakeholders to identify business requirements and opportunities for improved operations management.Participates in identification of operations governance opportunities and related data/information specifications.Performs assessments and planning to verify that the business requirements are within standards.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Oversees the design, development, and implementation of tools and training required to deliver business results.Defines, implements, and documents quality measures and provides guidance on how policy requirements translate to business processes.Validates and tests changes to technology systems in support of operations governance.Participates in the resolution of operating/technical problems or manages escalation with other BMO technical support groups.Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.Support internal and external audit engagements for the business unit.Regulatory Compliance SupportWork closely with subject matter expert on relevant regulations and policies.Implements, maintains and reviews processes to ensure quality and compliance with Bank and regulatory requirements.Change Management and CommunicationLeads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging and identifies appropriate distribution channels.Analytical and Problem SolvingApplies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Conseiller des Cartes Entreprises / Associate Corporate Card Services
BMO, Montreal, QC
Application Deadline: 04/19/2024Address: 105-119-129 rue St-Jacques OJob Family Group:Commercial Sales & Service Poste permanent de 37,5 h par semaine Horaire de travail : le candidat doit être disponible du lundi au dimanche, de 7 h a 18 h et pouvoir faire preuve de flexibilité. Emplacement : Travail a distance ou au 129 rue Saint-Jacques Ouest, Montréal.Le conseiller, Service de cartes d'entreprise, est responsable de fournir un service exceptionnel aux administrateurs de programme de cartes d'entreprise et aux titulaires de cartes d'entreprise en répondant a leurs questions lorsqu'ils communiquent avec BMO par l'intermédiaire des différents circuits du Centre contact clientèle, incluant les services bancaires en ligne et par téléphone. À titre de premier point de contact pour les administrateurs de programme de cartes d'entreprise, le titulaire de ce poste est responsable de traiter les demandes administratives conformément aux procédures d'affaires en vigueur et de manière a aider les clients a atteindre leurs objectifs d'affaires.Le conseiller répond aux demandes des clients concernant les nouveaux produits ou les nouvelles solutions, ainsi que les produits ou solutions améliorés. Il offre également du soutien en temps réel aux administrateurs de programme de cartes d'entreprise relativement a l'utilisation des outils et de la technologie associés au programme et assure la liaison entre les titulaires de cartes d'entreprise et les différents services internes pour faciliter la résolution des problèmes. Finalement, le conseiller doit également préfiltrer toutes les demandes d'émission de nouvelles cartes d'entreprise afin d'assurer qu'elles contiennent tous les renseignements nécessaires sur le demandeur de même que la documentation requise, conformément aux lignes directrices sur la lutte au blanchiment d'argent (LBA). RESPONSABILITÉS 85 % - Service a la clientèle et soutien aux appels entrants Répondre aux appels entrants des titulaires de carte d'entreprise ou des administrateurs de programme de cartes d'entreprise avec rapidité, professionnalisme et efficacité, en respectant les niveaux de service établis.Aider les titulaires de carte d'entreprise ou les administrateurs de programme de cartes d'entreprise pour la configuration des comptes de carte et des hiérarchies, la mise en place de la documentation appropriée et le traitement des demandes de cartes.Traiter les demandes des entreprises clientes avec exactitude, notamment en créant des demandes de service pour le traitement de transactions financières et non financières, en respectant les politiques et procédures de la Banque et les échéanciers établis.Résoudre les problèmes des clients qui communiquent avec nous et répondre a leurs préoccupations de façon proactive, notamment en utilisant les systèmes de BMO pour enquêter et comprendre les causes profondes et sous-jacentes des problèmes et en transmettant les problèmes ou préoccupations au niveau supérieur, au besoin.Transmettre les problèmes ou situations complexes au service approprié et veiller a ce qu'un suivi approprié soit effectué.Maintenir des connaissances a jour sur l'industrie des cartes de crédit, les tendances et les pratiques en vigueur, et intégrer ces connaissances aux entretiens avec les clients de manière professionnelle dans le but d'améliorer les résultats de l'entreprise en lui fournissant des solutions appropriées.Respecter les politiques et procédures de BMO dans le cadre des appels avec les clients afin de minimiser les risques pour l'entreprise et de fournir aux clients des renseignements appropriés conformément a la réglementation en vigueur. Remplir la documentation requise après les appels afin d'assurer un traitement adéquat des demandes des clients.Utiliser la technologie et les outils appropriés pour favoriser l'efficacité des entretiens avec les clients.Aider les clients a diagnostiquer et a résoudre les problèmes lors de l'établissement et de l'utilisation des produits et services tels Opti-Dépenses. 15 % - Efficacité opérationnelle Déceler et transmettre les occasions d'amélioration des procédures d'affaires afin d'améliorer l'efficacité et la rentabilité de l'équipe tout en continuant d'offrir un service de qualité exceptionnelle aux clients.Protéger les avoirs de la banque en respectant les exigences réglementaires, les politiques, les normes et méthodes et les procédures d'affaires relatives aux services bancaires aux particuliers et aux entreprises, au crédit et aux placements, de même que les lignes directrices établies en matière de risque.Préserv e r la confi d entialité des renseig n ements, aut a nt ceux de la ban q ue q u e ceux des clien t s, afin de les protég e r e t de se c o nformer aux directives des p olitiqu e s, nor me s et méthod e s en vigu e ur a la ban q ue.Suivre les procédures en vigueur dans les politiques, normes et méthodes de la banque en ce qui a trait a la prévention des pertes dues a la fraude, au blanchiment d'argent ou au détournement, et a l'identification et a la déclaration des transactions ou activités suspectes qui pourraient être reliées au blanchiment d'argent.Comprendre les exigences réglementaires en matière de conformité, incluant, mais ne se limitant pas aux exigences de déclaration dans le cadre de la Lutte au blanchiment d'argent et au financement des activités terroristes, aux exigences de conformité aux dispositions visant les consommateurs de l'Agence de la consommation en matière financière du Canada et aux dispositions de la Loi sur la protection des renseignements personnels, et prendre les mesures nécessaires en fonction des politiques générales, des normes générales et des méthodes d'exploitation de la Banque.Comprendre les risques et prendre les mesures nécessaires en ce qui a trait aux produits des services bancaires aux entreprises, incluant toute la documentation requise, et respecter toutes les exigences visant a assurer l'intégrité opérationnelle du CCCAN et de BMO Groupe financier. Connaissances et compétences Diplôme d'études secondaires ou expérience de travail équivalente.Compétences en communication, a l'oral comme a l'écrit - compétences approfondiesCompétences éprouvées en résolution de conflits - compétences pratiquesConnaissance de l'organisation - connaissance de baseExpérience concluante dans un environnement similaire ou de vente et de service - expérience de baseConnaissance de la gestion du risque et de la conformité - connaissance de baseBilinguisme français-anglaisCompétences en informatique - compétences pratiques ------------------------------------------------------------------------------------------------------------------------- Permanent position, 37.5h per week Work schedule: the candidates must be fully available and flexible from Monday to Sunday, between 7am and 6pm. Location : Remote/WFH and/or 129 St. Jacques W., Montreal.The Associate, Corporate Card Services is accountable to provide exceptional service to BMO corporate credit card program administrators and/or corporate credit card cardholders by handling incoming inquiries to the Customer Contact Centre via all communication channels including electronic/online and telephone. As the main point of contact for card program administrators, this role is accountable to fulfill administration requests in accordance with approved procedures to meet the clients' business objectives.The Associate responds to inquiries regarding new and/or enhanced products or solutions. This role will also provide card program administrators with real-time support on using program tools and technologies and act as a liason between the corporate card client and various internal departments for issue resolution. The role is also accountable for pre-screening all requests to issue new corporate credit cards to ensure that they contain complete applicant information and supporting documentation in adherence to Anti-Money Laundering (AML) guidelines. ACCOUNTABILITIES: 85% Customer Service and Inbound Support Respond to incoming calls to the Customer Contract Centre from BMO corporate card holders and/or card program administrators, in a prompt, professional and efficient manner in accordance to service level agreement.Assist corporate customers and/or their designated administrator, with card set up, reporting hierarchy set up, putting in place proper program documentations and fulfill card request.Process corporate customer requests, including generating service requests in order to complete financial and non-financial transactions, accurately, within specified timeframes and in accordance with Bank policies and procedures.Proactively address and resolve any customer issue or concern during an incoming call, including investigating in BMO systems to understand the underlying root cause and escalate as required to resolve the issue or concern. Escalate complex or unresolved customer situations to the proper channel and ensure suitable follow up. Maintain current knowledge of the credit card industry, practices and trends and integrate into customer conversations in a professional manner and drive business results based on giving customers the right solutions.Adhere to all BMO policies and procedures during customer calls in order to minimize risk to the business and provide the customer with appropriate information as per established regulations. Perform any required documentation after the call is completed to ensure an accurate processing of any customer request.Use applicable technology and tools to facilitate an effective conversation with the customers.Assist clients in troubleshooting and resolving issues during deployment an ongoing use of products and services such as Spend Dynamics. 15% Operational Effectiveness Identify and escalate process improvement opportunities to increase efficiency and effectiveness of team and still maintain an exceptional level of service to the customer.Protect BMO assets by adhering to all applicable personal banking, commercial banking, investment and lending regulations, policies and procedures, regulatory requirements, process requirements and established risk guidelines.Maintain the confidentiality of both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank policies and procedures.Follow security and safeguarding procedures in accordance with Bank Policy and Procedure for the prevention of loss due to fraud, money laundering or defalcation; identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering.Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions, in accordance with Bank policies and procedures; take appropriate action.Understand risks and take appropriate actions as they relate to corporate products, including all documentation, and any other requirements to maintain operational integrity within BMO Financial Group. Knowledge and Skills :Completed high school education or equivalent work experience.Communication skills (verbal and written) (In-depth)Demonstrate conflict resolution skills (Working)Organizational awareness (Basic)Some success working in a similar and/or related sales and service environment (Basic)Some understanding of Risk Management and Compliance (Basic)Fully Bilingual French/EnglishComputer proficiency (Working)Compensation and Benefits:$35 000,00 - $52 000,00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Trust Administrator - BMO Private Wealth
BMO Financial Group, Halifax, NS
Application Deadline: 04/26/2024 Address: 1675 Grafton Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. Develops a rapport and instills confidence with the client to develop credibility as a member of the client / relationship team. Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust and Estate products and procedures. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Collaborates with internal and external stakeholders in order to deliver on business objectives. Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames. Ensures the timely and accurate processing of trade order management activities. Supports in audits and compliance reviews as assigned. Identifies and escalates all irregularities and discrepancies to management. Performs sales & service support activities as required to meet client needs and maintain overall service levels. Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Basic knowledge of Estate and Trust products and services. Trust industry experience. Applicable securities certification. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $35 700,00 - $66 100,00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Manager - Enterprise Third-Party Risk Management
BMO, Toronto, ON
Application Deadline: 04/18/2024Address:100 King Street WestBMO is looking for a Manager - Enterprise Third-Party Risk Management (ETPRM) to join our team. This is an individual contributor role. As the Manager - Enterprise Third-Party Risk Management, you will play a pivotal role in establishing and enhancing our third-party risk management frameworks. Reporting to the ETPRM Director, you will lead the charge in 2nd Line monitoring program, quarterly risk reporting and annual board-level reporting, and the development and automation of cutting-edge data visualization and dashboard tools. You will drive the management of third-party risks, ensuring compliance with regulatory bodies such as OSFI, OCC, and FRB, and spearhead initiatives to improve supplier relationship management and issue resolution processes.Key Responsibilities:- Risk Reporting: Oversee the lifecycle of risk reporting from monthly, quarterly monitoring to board-level annual reports, ensuring accuracy, timeliness, and relevance. Your expertise will help senior leadership make informed decisions through comprehensive risk profiles.- Third-Party Risk Management: Develop and manage end-to-end third-party risk processes, including regular issue management and supplier relationship oversight. Your work will ensure that BMO adheres to the highest standards of regulatory compliance and operational integrity.- Innovative Automation: Lead initiatives to automate and streamline risk reporting processes, enhancing efficiency and effectiveness across the board. Your efforts in building and maintaining advanced data-driven reporting tools and dashboards will set new standards in risk management practices.- Strategic Leadership: As a key member of a growing team, you will have the chance to mold the future of third-party risk management at BMO. Your strategic insight and passion for change will be critical in building a robust framework from the ground up.Who You Are:- Experienced in third-party risk management, regulatory compliance, and supplier relationship management, preferably within the banking or financial services industry.- Proficient in data visualization and reporting, with a knack for turning complex data into actionable insights.- A self-starter comfortable navigating ambiguity and building new processes and frameworks, requiring a proactive approach.- Excellent at communication and collaboration, able to work independently and effectively. Professional acumen in presenting and explaining complex risk scenarios is essentialQualifications:- Proven experience in risk management, particularly in third-party risk management, regulatory compliance, issue management and reporting.- Strong analytical and data management skills, with experience in automation and dashboard creation and execution.- Familiarity with North America regulatory landscapes (e.g., OSFI, OCC, FRB) and third-party lifecycle management.- Audit background or similar is considered an asset.- Professional acumen to produce and present detailed reports for decision-making at senior leadership levels.This position is located in Toronto and offers a hybrid work arrangement with at least 2 days per week designated for in-office collaboration, while other days remote.If you're looking for your next dream job, consider this one in BMO's Enterprise Risk Group where every colleague helps protect and grow the bank by providing independent review and oversight of enterprise-wide risks, working together to maintain a risk management framework and fostering a strong risk culture. #ERPMDreamJobsThis opportunity will allow you to work on exciting initiatives within operational non-financial risk with visibility to leaders within our organization. Working within a dynamic team focused on Third-Party Risk Management, and with 1st and 2nd line subject matter experts (SMEs), you will be responsible for supporting the development and maintenance of 2nd line Third-Party risk related reporting, the creation, maintenance and monitoring of risk metrics, and other oversight activities across the Third-Party Risk Management portfolio.Mandate:As part of the 2nd line of defense, this role supports the following primary accountabilities of the Enterprise Third-Party Risk Management Team:Provide input into business decisions as a trusted advisor.Make recommendation to leaders on strategy and new initiatives, seeking understanding of business/group to support recommendations.Support maintenance and oversight of the Third-Party Risk Management Framework and other related requirements used across the enterprise to ensure Third-Party Risks are appropriately identified, assessed, managed, monitored, and reported.Support maintenance of regulatory oversight over Third-Party risk.Responsibilities:Foster a culture aligned to BMO purpose, values and strategy and role model BMO values and behaviors in all that they do.Ensure alignment between values and behavior that foster diversity and inclusion.Regularly connect work to BMO's purpose, set inspirational goals, define clear expected outcome, and ensure clear accountability for follow through.Develop and maintain in-depth knowledge of third-party risk management and applicable legislative/ regulatory requirements and guidance.Performs and/or effectively challenges across various programs including third-party issues & events, 1st Line monitoring & testing activities, and 1st Line reporting metrics.Manage 2nd Line independent monitoring program which includes reporting against various metrics across the third-party lifecycle.Conduct targeted reviews with accompanying analysis for any metrics outside of tolerance and/or with worsening trends.Support with the completion quarterly and annual risk reporting scorecards with accurate data driven insights for internal/external stakeholders.Analyze data and information on a continuous basis to provide insights and recommendations; includes identification of risk impacts for new processes and workflows related to initiatives.Identifies potential risk situations/ impacts and make recommendations or escalates to the team.Develops and maintains TPRM visualizations/dashboards to improve visibility of information and support data driven decision making.Support with the review of new/updated metrics (KRMs, KRIs and risk drivers) and associated thresholds.Support TPRM Committee with materials and minutes, and shared mailbox.Coordinate and monitor the review and sign-off of reporting, where required.Participate in initiatives and recommend opportunities for improved efficiency, effectiveness and/or risk mitigation.Supports team with any ad hoc requests, internal and external examination requests, and projects.Maintain documentation of all 2nd Line TPRM processes and procedures including tools and templates for operational risk programs, as required.Support activities for emerging regulatory developments, and support maintenance effective relationships with regulators.Build effective relationships with internal/external stakeholders.Coordinate the management of databases; ensures alignment and integration of data in adherence with data governance standards.Provide specialized consulting, analytical and technical support.Exercise judgment to identify, diagnose, and solve problems within given rules.Work independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Deep knowledge and experience with segmenting, analyzing, and reporting risk related data.Strong analytical skills to gather relevant information, compare and identify trends, develop conclusions with well-supported recommendations.Experience with compiling and validating materials for updates at senior level forums and/or committeesExperience in report automation and efficiency through visualization tools such as Microsoft PowerBIFamiliar with operational risk management practices and methodologiesFamiliar with financial products and servicesDeep knowledge and technical proficiency gained through extensive education and business experience.Strong communication skills, both verbal and written.Ability to build and foster stakeholder relationships.Excellent analytical and problem-solving skills, with any eye for detail.Experience with TPRM and Sourcing tools, ie: CoupaStrong proficiency with PowerBI, Python, PowerPoint, Excel, and SharePoint.Ability for work on multiple tasks accurately and with attention in fast paced environment.In-depth knowledge of data driven decision making.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Branch Operations Administrator
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 30 St. Clair Avenue West Job Family Group: Wealth Sales & Service Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Collaborates with internal and external stakeholders in order to deliver on business objectives. Organizes and files records of office activities and business transactions. Administers a filing system to ensure the availability of reports, forms, and other documentation. Creates, maintains, and enters information into databases. Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution). Maintains office supplies inventory and orders. Schedules meetings and coordinates meeting facilities and set-up. Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations. Identifies and escalates all irregularities and discrepancies to management. Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Meets high quality service standards to maximize relationship retention and growth. Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: Post-secondary degree in related field of study desirable. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Compensation and Benefits: $31,600.00 - $41,100.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Branch Operations Administrator
BMO Financial Group, Oakville, ON
Application Deadline: 05/02/2024 Address: 360 Oakville Place Drive Job Family Group: Wealth Sales & Service Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Collaborates with internal and external stakeholders in order to deliver on business objectives. Organizes and files records of office activities and business transactions. Administers a filing system to ensure the availability of reports, forms, and other documentation. Creates, maintains, and enters information into databases. Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution). Maintains office supplies inventory and orders. Schedules meetings and coordinates meeting facilities and set-up. Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations. Identifies and escalates all irregularities and discrepancies to management. Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Meets high quality service standards to maximize relationship retention and growth. Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: Post-secondary degree in related field of study desirable. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Compensation and Benefits: $31,600.00 - $41,100.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Salesforce Consulting Director
PwC, Toronto, ON
A career within Salesforce Consulting services, will provide you with the opportunity to help our clients leverage Salesforce technology to enhance their customer experiences, enable sustainable change, and drive results. We focus on understanding our client's challenges and developing custom solutions powered by Salesforce to transform their sales, service and marketing capabilities by exploring data and identifying trends, managing customer life cycles, strategically building and leveraging online communities, driving employee engagement and collaboration, and connecting directly with channel partners to share goals, objectives, and activities in a secure, branded location. Meaningful work you'll be part of As a director , you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Identifying client needs, responding to request for proposals and providing estimates for solution development • Leading teams in creating platform solutions, best practices and implementation of multiple platform suites of products to enable differentiated solutions for financial services clients • Mentor the next generation of consultants, providing them with insights and challenging them to be better • Identify , develop and win significant bids and pursuits to meet defined sales targets • Coach, guide and assist team members in preparation for client meetings, presentations and proposals • Consult with account team and engagement partner on pricing strategy • Facilitate executive & operational meetings & workshops across a range of topics What you'll bring to this role • Proven track record of shaping and growing multimillion dollar high value consulting business within Financial services • Demonstrated experience creating asset led, offering led, account centric prospecting and FS subsector centric sales pursuits • Financial services business acumen breadth as well as sub-sector depth ( e.g. retail banking, P&C insurance, Asset & wealth mgmt , etc.. ) • Confident to lead teams in shaping pre-sales asset engineering and facilitating asset demos in sales pursuits • Proven ability to lead complex engagements with multiple stakeholder groups, managing executive stakeholders, operating and steering committees • Ability to effectively lead a team through complex deployments, troubleshooting complex problems with order of operations and can articulate theory and substantiate rationale behind delivery trade offs . • Creative growth mindset with analytical, issue-based problem solving and critical thinking skills • Proven ability to remain calm under pressure and deadlines • Excellent communication skills both written & verbal • Experience leading and working directly with external clients / end-users and stakeholders and managing and delivering complex and nuanced messages to senior stakeholders • Proven Situational Leadership skills and motivated to build solid and collaborative relationships with team members and foster a productive teamwork environment • An interest in upskilling for a digital world and technology trends, an openness to learning new tools and adapting how you work • A demonstrated commitment to valuing differences, developing and coaching diverse teams, and ensuring diverse perspectives are heard • Proven experience with solution delivery lifecycle across delivery methodologies (waterfall, agile, platform led, etc ... ) • 5+ years of experience implementing SaaS based platform(s), including but not limited to: Salesforce, nCino , Tier1Financial, Cinchy, Amazon Connect, Fenergo , OpenFin , etc ... • Proven experience in leading X-functional teams blending teams with: functional, technical, experience & industry business acumen Certifications: Salesforce Certified Platform App Builder, Salesforce Certified Administrator, Salesforce Certified Platform Developer I and II, nCino advanced configuration certification Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more a bout our Application Process and Total Rewards Package at: https://jobs-ca.pwc.com/ca/en/life-at-pwc The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people . We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Bilingual Employee Relations Consultant (18-month contract)
BMO Financial Group, Montreal, QC
Application Deadline: 04/30/2024 Address: 105-119-129 rue St-Jacques O Job Family Group: Human Resources Provides expert employee relations advice and governance to an assigned portfolio to ensure that employee relations policies, practices and strategies support the business/group strategies and meet regulatory/legal requirements. Ensures that initiatives and HR solutions (programs and processes) are consistently and effectively implemented across the business groups. Supports various employee relations programs & initiatives managed internally and with vendors, including work related to acquisitions, divestitures, employment transitions, separation agreements, and outsourcing. Note: This is an 18-month contract Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Develops employee relations solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides employee relations advice and guidance to assigned business/group on the implementation of solutions. Educates managers on all aspects of Labor Relations management including relevant HR policies, appropriate procedures and practices, legislation and regulations and employee relations related training and learning opportunities. Acts as a subject matter expert to interpret applicable regulations & policies and makes recommendations on how to resolve business issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Conducts independent analysis and assessment to resolve strategic issues. Provides support for severance and reductions in force (e.g., consulting with businesses, providing templates for severance packages, producing calculations & outplacement estimates, responding to inquiries from impacted employees/managers). Performs the initial intake and primary assessment for employee relations requests to determine facts, identify issues & mitigate risks. Provides input into the planning & implementation of operational programs and executes within required service level agreements and standards Provides governance over employee relations matters by advocating the fair and equitable treatment of employees while ensuring that employee relations practices and strategies clearly support the business/group and enterprise strategies; has the dual challenge to protect the legal and legislative rights of both employees and the organization. Investigates employee complaints within area of expertise, provide solutions for resolution and ensuring that finds are documented. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. May act as the point person for key vendor relationships (Supplemental Unemployment Benefit Plan Administrator, Career Transition Services, and Unemployment Claims Management) and manage operational programs. Breaks down strategic problems, and analyses data and information to provide employee relations insights (including employee transitions) and recommendations. Monitors and tracks program performance, and addresses any issues. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Law degree preferred. Appropriate HR designation preferred. Bilingualism is an asset. 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. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $54,500.00 - $101,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
First Nations / Inuit / Métis - Associate, Customer Service BMO Virtual Connect
BMO Financial Group, Toronto, ON
Application Deadline: 06/29/2024 Address: VIRTUAL59 - HomeRes - ON - BMO Job Family Group: Retail Banking Sales & Service We invite all experienced and aspiring First Nations / Inuit / Mtis professionals to apply to roles featured on BMOs Indigenous Careers landing page, as well as all those on BMOs Career Page. Qualified First Nations / Inuit / Mtis applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities. This is part of BMOs ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration. Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. Integrates marketing promotions and programs into customer conversations when appropriate. Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer. Escalates complex or unresolved customer situations to managers as required. Performs any required activities to ensure customers requests are accurately processed. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner. Collaborates with internal and external stakeholders in order to deliver on business objectives. Manages all transactional outcomes of customer calls or refers to appropriate internal business groups. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: High school diploma or equivalent work experience. Knowledge of personal banking products. Knowledge of competitive marketplace and trends in product offerings. Knowledge of contact centre operational processes and policies. Knowledge of call centre technology, processes and metrics. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Compensation and Benefits: $33,850.00 - $44,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
First Nations / Inuit / Métis - Associate, Customer Service BMO Virtual Connect
BMO, Ontario, ON
Application Deadline: 06/29/2024Address:VIRTUAL59 - HomeRes - ON - BMOWe invite all experienced and aspiring First Nations / Inuit / Métis professionals to apply to roles featured on BMO's Indigenous Careers landing page, as well as all those on BMO's Career Page. Qualified First Nations / Inuit / Métis applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities. This is part of BMO's ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration. Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.Integrates marketing promotions and programs into customer conversations when appropriate.Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.Escalates complex or unresolved customer situations to managers as required.Performs any required activities to ensure customer's requests are accurately processed.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner.Collaborates with internal and external stakeholders in order to deliver on business objectives.Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes standardized tasks under supervision.Performs initial problem solving within given rules/limits & escalates when required.Broader work or accountabilities may be assigned as needed.Qualifications:High school diploma or equivalent work experience.Knowledge of personal banking products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.Basic knowledge learned on the job.Verbal & written communication skills - Basic (in business environment).Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment).Grade:2Job 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.
Deal Manager
RBC, Toronto, ON
Job Summary The Agency Services Group (ASG), in its capacity as Canadian and US Agent, delivers post-syndication support and administration of operational aspects of the credit agreement and related documentation, to borrowers and related lender groups from locations in Canada and the US. The primary responsibility of the Deal Manager is to review new and amended credit agreements with lenders counsel to ensure that effective and efficient administrative and operational procedures are put in place to perform the role and in compliance with industry standards. The competence with which the incumbents duties are carried out has a major impact on the credibility of the department, both within and outside the Bank. The role of Agent is highly visible and affects the Banks ability to obtain Syndication and Agency mandates. Failure to perform in an efficient and competent manner can not only jeopardize the Banks reputation, but can also result in significant loss of business. Deal Managers are highly responsible for minimizing Operational Risk Events, while displaying considerable initiative in resolving various requests that may fall outside the norm of standard operations interpretation of client requirements and needs, decisions and actions arise daily and are highly time sensitive.Job DescriptionPrimary Responsibilities:Assist Leverage Finance, Syndications, Corporate Banking with negotiation and closing of credit agreements, refinancing documentation, amendments & supplemental s which includes liaising with external legal counsel, Lenders, Borrowers and Senior Management. Ensure that required funding for closings are requested and released in accordance with established procedures.Review various types of credit documentation to ensure the Agency function is adequately and correctly incorporated and negotiate required changes in conjunction with Lenders counsel and Corporate/Commercial banking.Where required or requested, charge/discharge/release/postpone security, execute or terminate deposit control account agreements and other security documentation, as advised by Lenders counsel and in tandem with discussions with Corporate/Commercial bankers and Borrowers.Prepare consents, extensions and waiver requests received from the Borrower, manage the consent process and follow-up as appropriate to ensure (i) consents are obtained, recorded and advised in a professional and timely manner and (ii) documentation to reflect agreed upon requests is completed and executed by all parties in accordance with procedures established by the specific credit agreement.Ensure that closing books and possessory collateral pledged under credit agreements and/or amendments are delivered to RBCs documentation and security group to be held in custody on behalf of the Lenders and assist in follow-up of missing items, where required.Negotiate and ensure adequate Agency Services fees are charged and collected.Act as principal contact for Lenders and Borrowers with regard to all technical and operational aspects of the Agency function.Responsible for the management, control and administration of assigned Agented mandates, which include but are not exclusive to reviewing the Credit Agreement to ensure the appropriate files are established, the necessary records are diarized, operating procedures are implemented and maintained and that all Agency records and files are maintained in an orderly manner consistent with the Banks practices and appropriate procedures are established to correct deficiencies found during audit reviews.Provide direction and guidance to Agency staff as required and assist Senior Management in dealing with day-to-day operational issues and situations requiring immediate decisions, analysis or review. Ensure that procedures are in place to manage/monitor special handling accounts (special loans, draw advisory, cash dominion).Manage a team of one Asst. Manager and three Administrators.Provide back-up for other Deal Managers during peak periods and absences.Identify gaps in Agency processes and recommend changes to minimize operational/reputational risk.Act as verification officer as necessary and where required for Advanced Commercial Banking System (ACBS) two touch transactions, credit agreements and amendments and during volume peak periods at quarter end.Provide focus and clarity in establishing individual goals, driving performance management, supporting career development and rewarding strong performance.Details regarding the types of experience required:Typically has 3-5 years management experience and demonstrates proven leadership and people management experienceKnowledge of syndication practices, loan documentation, lending products, funding and payment mechanisms in Canadian, American, and UK/EU marketsProficiency in Excel, Word and ACBS (Advanced Commercial Banking System)Excellent written and oral communication skillsStrong inter-personal skills; the ability to work effectively both independently and within a team environmentStrong organizational skills; detail orientedAbility to prioritize, work under pressure and meet time sensitive deadlinesAbility to respond effectively to requests from participants for accommodations which fall outside the parameters of the Credit AgreementAdditional capabilities and skills:Credit experience would be an assetJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Performance Measurement, Operational Delivery, Process Improvements, Risk Management, Time Management, Treasury ManagementAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Capital MarketsJob Type:RegularPay Type:SalariedPosted Date:2024-04-16Application Deadline:2024-04-30Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Trust Administrator - BMO Private Wealth
BMO Financial Group, Montreal, QC
Application Deadline: 05/02/2024 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service ***This role will support a Trust Officer in the team and will be responsible for all administrative duties.*** Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. Develops a rapport and instills confidence with the client to develop credibility as a member of the client / relationship team. Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust and Estate products and procedures. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Collaborates with internal and external stakeholders in order to deliver on business objectives. Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames. Ensures the timely and accurate processing of trade order management activities. Supports in audits and compliance reviews as assigned. Identifies and escalates all irregularities and discrepancies to management. Performs sales & service support activities as required to meet client needs and maintain overall service levels. Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Bilingualism French and English Basic knowledge of Estate and Trust products and services. Trust industry experience is an asset. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37 500,00 - $69 500,00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Senior Associate – Special Accounts Administration
BMO Financial Group, Montreal, QC
Application Deadline: 05/10/2024 Address: 105-119-129 rue St-Jacques O Job Family Group: Customer Shared Services Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by supporting the management and administration of the accounts. Ensures all reports, entries, monitoring systems and other requirements are executed and maintained timely and accurately. Ensures compliance with all Bank Policy & Procedures and standards. Advises stakeholders of risk related issues and escalates as required. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Coordinates and schedules work, forecasts resource requirements, monitors work quality, trains staff, researches and resolves problems. Prepares and executes service requests, transactions, queries, etc. within relevant service level agreements; ensures information systems are updated. e.g. payments, advances, transfer, fees, payouts. Prepares, renews and monitors securities documentation for account / transaction requirements. Collaborates with internal and external stakeholders in order to deliver on business objectives. Organizes work information to ensure accuracy and completeness. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Commercial Lending Product knowledge - Good. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37,500.00 - $69,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Financial Planning Scorecard Developer
BMO Financial Group, Toronto, ON
Application Deadline: 05/29/2024 Address: 33 Dundas Street West Job Family Group: Data Analytics & Reporting Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools. Builds various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques. Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability. Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights. Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization. Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them. Develops data visualizations of ''large'' amounts of data that facilitate the intuitive presentation of data to decision makers. Documents data flow, systems and processes to improve the design, implementation and management of business/group processes. Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences. 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: Key Skills: SQL Queries to pull and combine data There will be a test. SAS Queries to pull and transform data. SSRS/Visual studio/Power BI experience for report building. Foundational level of proficiency: Technical design optimization. Decision Making. Systems Thinking. Data visualization. Data storytelling. Data mining. Illustration. Creative thinking. Problem Solving. Intermediate level of proficiency: Insights design. Insights development and reporting. Verbal & written communication skills. Collaboration & team skills. experience. Technical proficiency gained through education and/or business experience. Compensation and Benefits: $54,500.00 - $101,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.