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Customer Advice Specialist - Victoria Area Branches
Coast Capital Savings, Victoria, BC
Location: Victoria Branches (Broadmead, Shelbourne, Oak Bay, Bay Centre, Tillicum Mall, Colwood, Westshore) Job Type: Full-time myWork Options: In-person Starting Salary Range: $55,000-$65,000 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? When you visit a Coast branch, you're greeted with a line of smiling faces ready to help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our "How can we help you?" brand to life with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, Setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn't end there, Member Advice Specialists do two other very importing things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate. What else will you get to do every day? Getting a natural high from delivering positive and unexpected customer experience through general retail banking Having fun engaging customers in the "Where You Are At Money Chat" to help your customer to save, grow, protect and improve their financial well-being Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements Proactively and creatively offer helpful solutions and alternatives to customer inquiries Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment Who are we looking for? We don't need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services. Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities. You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren't done learning; you have a desire to know more. You proudly hang your Investment Funds in Canada certificate in your office. You really like building relationships with a wide variety of people and want to help them with simple financial help. You are a big fan of teamwork and demonstrate your team spirit every day. You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Customer Care Travel Sales Ambassadors Remote
BMO Financial Group, Toronto, ON
Application Deadline: 05/30/2024 Address: VIRTUAL59 - HomeRes - ON - BMO Job Family Group: Customer Shared Services The AIR MILES Reward Program is one of Canadas most recognized loyalty programs, with over 10 million active collector accounts, representing more than half of all Canadian households. AIR MILES collectors earn Reward Miles at more than 300 leading Canadian, global and online brands and at thousands of retail and service locations across the country. AIR MILES is a wholly owned subsidiary of the Bank of Montreal (BMO). BMO is Canadas oldest bank and the 8th largest in North America with more than 12 million customers globally. We are looking for people who share our passion for helping people, who are curious and will dare to try new things, people who want to be part of a team, who communicate authentically, and who want to give back to the community. Helping our Collectors resolve issues and maximize their earning potential in the Program while driving engagement while providing exemplary customer service. Responsibilities: Help Collectors set new PINs, teach them how to navigate the website, assist with their concerns and sometimes just listen. Provide outstanding Customer Service. Interact with Collectors over the phone, chat or email and assist them with their needs. Offer support while connecting and engaging. Service incoming inquiries related to travel products, inquiries and reservations. Handle escalations and offer feedback while providing positive insights to our program. Answer Collectors questions via chat, phone, and social media. Listen, ask questions and empathize with Collectors. Be knowledgeable about the AIR MILES Reward Miles merchandise and travel portfolios such as entertainment, sports, leisure, and retail certificates, along with flights, cars, hotels, travel insurance and other travel services. Drive value for Collectors through insights and what you know about them to engage them further in the Program Qualifications: Travel Agency experience as a Travel Agent is a Must Must have access to high speed internet with a minimum download speed 20 Mbps and a minimum upload speed 3 MbpsPing less than 100 ms (Your internet provider can confirm) Providers in your area must have a hardwired DSL, Fiber, or Cable Internet via an Ethernet connection (Dial up, Wireless, or Satellite internet service cannot be used) Fluent in written and spoken English. Previous work experience and/or education in the travel industry (preferred), along with experience interacting with customers in a various channels in a call center or customer service environment. Previous sales experience is an asset. Genuinely care about solving problems and providing exceptional Customer Service. Ability to listen, understand, engage and respond appropriately and professionally. Dependable, reliable, act with integrity and exercise discretion and good judgment Self-starter who takes initiative to learn new skills, solve problems, be resourceful and be adaptable to change. Willingness to be active participant in our coaching culture and demonstrating the ability to receive, provide and implement coaching feedback and have a can do attitude. Computer and web-savvy with the ability to navigate multiple software applications. Experience working in a Travel GDS system is an asset (Sabre preferred). Tico certification is an asset. Ability to work independently in a virtual environment where you work remotely with coworkers and leaders from the comfort of your home. Note: You must have flexibility to work throughout the hours of operation. Your shifts are subject to change and selected based on tenure and channel. The current Customer Care Operating hours are as follows (subject to change): Voice / Chat - English: Monday - Friday 8 am to 10 pm and Saturday 9 am to 6 pm. Voice / Chat - French: Monday - Friday 8 am to 7 pm and Saturday 9 am to 6 pm. Social Media Monday - Saturday 8 am to 10 pm. Eastern Standard Time Note: Upon completion of Ambassador, Customer Care training, which includes Customer Service training, Travel Sales training, and an opportunity to apply your new knowledge and skills, you will progress into the role of Senior Coordinator, Reservation Change. Compensation & Benefits: $ 37,050.00 - $ $49,725.00 The base salary represents BMO Financial Groups hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. Base salary is one component of BMO Financial Groups total compensation package for employees, which may include performance-based incentives, commissions or 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: 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.
Mobile Mortgage Specialist Assistant
TD, Leamington, ON
Hours 0 Workplace Model Remote 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.Job Details Start an exciting career with one of the strongest financial institutions in Canada. TD is growing their Mobile Mortgage Sales Force and is seeking performance-driven individuals to join our dynamic team! The TD Mobile Mortgage Specialist (MMS) sales team is a national retail banking channel responsible for acquisition of new mortgage and home equity line of credit business. Our mandate is to deliver new customers to the bank and to contribute to the volume, profits, and market share of TD's Real Estate Secured Lending. The Mobile Mortgage Specialist Assistant (MMSA) position contributes to the success of the Specialist and the MMS channel by allowing the Specialist to focus on sales and business development activities. You provide day to day support to the MMS in all areas of credit administration, processing assigned work volumes in an accurate and efficient manner, while supporting the Specialist and business timeline commitments. What to expect: •The position is casual, and reports to the Manager, MMS Assistants •Day-to-day work volumes are received directly from your associated MMS •The MMS Assistant position is primarily remote, working from your home office •Flexible scheduling in partnership with your associated MMS Job Requirements What we are looking for: The ideal candidate will: •Have mortgage/credit lending experience •Have superior computer / technology skills •Have superior proficiency with MS Office suite, including Word, Excel and PowerPoint •Be highly organized and a self-starter, able to work independently and multi-tasking in a fast-paced, competitive market •Demonstrate excellent time-management skills, and be able to meet/exceed timelines and SLA expectations from a customer as well as business-partner perspective •Demonstrate high-level accuracy and attention to detail •Demonstrate excellent customer service skills, leveraging strong interpersonal and communication skills •Be willing to work variable hours, including evenings and weekends 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!
Mobile Insurance and Investment Specialist
Coast Capital Savings, Surrey, BC
Location: Victoria, Admin - Douglas St, Help Headquarters, Kelowna Branch, Langley Business Centre, North Vancouver Branch, Richmond Centre Branch, Vancouver Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The Mobile Insurance & Investment Specialist is responsible for delivering growth of Life Insurance and Segregated Fund sales portfolios in partnership with a dedicated geography of retail branches. Specifically, the Mobile Insurance & Investment Specialist will be responsible for Identifying and capturing new and additional business opportunities through proactively reaching out to customers with renewing policies and life changing events. You will also be responsible for generating additional sales and revenue in the areas of term life insurance, critical illness Insurance and assisting Financial Planners/Advisors in the analysis, proposal, and closing of new Segregated Fund business while supporting and delivering an exceptional Customer Experience through the ongoing maintenance of existing life insurance and Segregated Fund portfolios. What else will you get to do every day? Effectively communicate to both internal (Mobile Insurance & Estate Specialists, Financial Planners/Advisors, etc.) and external customers. Demonstrate commitment by actively contributing support and participation in new corporate initiatives. In conjunction with the Manager, Member Services, the Regional Managers and the Investment teams be actively involved in the community the branch services to foster the image and reputation of Coast Capital Savings. Ensure premium customer service is fulfilled. Establish and maintain strong customer relationships. Dynamically and visibly work collaboratively with as well as provide coaching, training and mentorship to Manager, Member Services, Regional Managers, Planners/Advisors, Relationship Managers, and Member Banking Specialists. Work with branch management team and Planners/Advisors to integrate the efforts and activities of Investment activities. Encourage and provide cross-sharing of knowledge, on-the job applications and experience among team members and between teams. Ensure all processes are in adherence with regulatory and compliance requirements. Be accountable for accurate and complete documentation of all business and customer transactions. Demonstrate discipline in record keeping, sales tracking, CRM notes. Complete educational requirements necessary to maintain all required licensing (ie C.E. Credits). Maintain current relationships as well as mine those relationships for new customer referral opportunities. Fulfill high quality insurance and investment advice and services to customers. Provide a partial range of risk management products including term life insurance and critical illness insurance. Fulfil all new account openings, maintenance, and administration Segregated Fund portfolios in cooperation with the Financial Planner/Advisor. Reactively provide information on external and internal inquiries in regard to segregated funds. Reactively provide service for in force Life, Critical Illness, and Disability Policies. This could be remote communication or in person. Proactively contact customers by phone whose term policies are eligible for conversion / renewal. Success will be measured by appointments booked and completed (with no cancellations) by the Mobile Insurance & Estate Specialists as well as term life and critical illness policies that are within guidelines. Proactively contact our segregated fund customers as required for effective maintenance with a view to grow the portfolio. Upon request, meet with customers and Financial Planners to provide Segregated Fund solutions as per customers' financial planning needs as out lined by the Financial Planner. Manage the relationship building process to ensure a consistent image in service delivery both externally to attract new customers and internally to retain and build on previously established relationships. Must be mobile. Able to meet with customers outside regular office environment, and on occasion, outside regular business hours. Look for opportunities to refer additional insurance products as well as refer to our other business partners (i.e. banking) Who are we looking for? Life Licensed (LLQP) Solid proficiency with mutual fund, segregated funds and life insurance products and administration Proficient understanding of credit products and services in order to identify opportunities and make quality referrals. Proficiency in sales process and producing results. Working knowledge of Coast Capital Investment Services computer systems including but not limited to: CRM, Microsoft Outlook, Word and Excel, and EMWS software. Up to date knowledge of product lines and services offered by CCS' Investment Services staff. Ability to contribute well to a positive team environment by working efficiently, professionally and in a friendly manner. Ability to effectively build and deepen productive customer relationships Ability to deal effectively and promptly with customer complaints or concerns Excellent organizational skills with orientation to detail and large volumes of work Comfortable in exploring and capturing customer needs and referring sales opportunities Willingness to work as a team and with other departments when required Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Personal Mortgage Consultant
Manulife Financial Corporation, Vancouver, BC
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionAs a Personal Mortgage Consultant (PMC) for Mortgage Brokers you will be responsible for growing our Mortgage Broker channel through the promotion and education of our Manulife Bank solutions. This will involve managing and deepening existing mortgage broker relationships and prospecting for new ones. You will continually grow positive relationships through targeted call campaigns, virtual meetings and professional telephone and email sales activity. Your depth of underwriting knowledge will allow you to offer mentorship and support to the broker on how to best position and package mortgage deals for submission.The ideal candidate is dynamic, loves challenging themselves, and has a fun competitive spirit. Your leader and your team will give you all the support, intensive coaching and training you need.Key Accountabilities:Education:Understand and present our selling strategy to mortgage brokers through our Manulife Bank sales education seriesWork with External Business Development Managers (BDM) to determine ideal candidates for the educational programProvide knowledge checks along the way to master statusDevelop, host and present virtual meetings for all brokers on your listFile Management:Support the broker through the entire process from pre-application to fundingProvide support and management to National Desks to solicit mortgage dealsManage funding ratios with brokers in their portfolioProcess referred and existing broker client deals.Relationship Management:Manage the transition of mortgage brokers to the external BDM upon successful completion of the educational series and achievement of a volume threshold or target # of funded deals.You will also manage the transition of mortgage brokers who fall below the required threshold for external BDM support to your support.Complete analysis of the mortgage brokers to identify who should be terminated from the relationship with Manulife Bank based on production.Build relationships and collaborate with key partners across the organization to facilitate Mortgage Broker requests (i.e. Compliance, Client Services, Marketing, Events, Product, etc.)Sales Planning:Handle and coordinate your daily tasks effectively to achieve efficiency metrics in a way that best supports mortgage brokers and the sales region as a wholeLeverage technology to build efficiencies within your territory and overall sales teamSkills Required: Proven ability to persuade and negotiate through consultation and active listening skillsProven sales competence, business development and prospecting aptitudeExecution of a repeatable and measurable sales processAbility to provide underwriting expertiseAble to nurture positive relationships with both clients and internal partnersHas strong time management skills and the ability to prioritizeDemonstrates effective communication, organization and collaborationTakes initiative, is a positive influence and thrives in a fast-paced work environment - a fast learner and self-starter with a strong desire to winIs flexible and able to adapt to change, including changing priorities and tight deadlinesHas strong problem-solving and analytical skills; ability to investigate problems without supervisionIs results driven and team orientedComfortable with pay-for-performance compensation structureCoachable: Being receptive to feedback, willing to learn, embracing continuous improvementQualifications:College or University degree in a related fieldMinimum 2 years experience in the banking and mortgage brokerage industryStrong understanding of mortgage underwritingExperience conducting virtual meetings and presentationsExperience with Salesforce.com is preferredFamiliarity with Microsoft Office, including intermediate level of expertise using ExcelKey Performance Goals/MeasurementAchieve specific # of funded deals and volume targetsWorking Conditions: Limited travel may be requiredOutstanding compensation & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year)Grow your career at Manulife in roles in our Banking, Insurance, Marketing and Asset Management areasAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
ADMN O 24R - Area Manager, Roads_CLOSING DATE EXTENDED
BC Public Service, Prince George, BC
Posting Title ADMN O 24R - Area Manager, Roads_CLOSING DATE EXTENDED Position Classification Administrative Officer R24 Union GEU Work Options On-Site Location Multiple Locations, BC CA (Primary)Prince George, BC V2N4P7 CAVanderhoof, BC V0J 3A0 CASalary Range $73,855.42 - $84,134.34 annually Close Date 4/17/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Min of Trans & Infrastructure Ministry Branch / Division Highways and Regional Services Job Summary Apply your expertise and passion for innovation to this rewarding career opportunityThe primary function of the district is to ensure the safe and efficient movement of goods, services and people in a given geographical area. The district administers the highways maintenance agreements, portions of the rehabilitation program, development approvals and support for the provincial capital program. The operations of each district support the growth and development of the provincial economy. District operations are the direct link between the ministry and the public/stakeholders providing a key transportation link in a multi-model environment.To identify overall program priorities and to ensure the preservation and improvement of the road infrastructure for the safety and convenience of the travelling public. In unison with the Operations Manager, the Area Manager acts as the local ministry representative with the stakeholders on highway operations related issued and customer service delivery within their assigned area. The Area Manager oversees, audits and monitors road maintenance programs to ensure the work carried out by the Highways Maintenance Contractor is in accordance with the contractual agreement.Job Requirements: Area Manager Roads Certificate of Completion required through BCIT and MOTI. Registered (or immediately eligible for registration) as a Professional Engineer with Engineers & Geoscientists British Columbia (EGBC). Note: immediately eligible for registration is defined as currently registered as a Professional Engineer in another Canadian jurisdiction, and able to obtain registration in BC within 6 months of employment. PLUS one (1) year of related experience*; OR Bachelor's degree or higher in a related field of study** and one (1) year related experience; OR Diploma from a recognized Institute of Technology (e.g. Applied Science Technologists and Technicians of BC) in a related field of study and three (3) years related experience*; OR Grade 12 (or GED) and a minimum of five (5) years related experience; OR A combination of education and experience may be considered. *Related experience must include one or more of the following: highway construction and/or maintenance, project management, contract management, traffic management surveying or audit processes, procedures and practices. **Related field of study means study in the field of civil engineering, structural engineering, construction technology, surveying, geology, geography, or project management.Developmental Opportunity: The Area Manager Roads Certificate of Completion through BCIT and MOTI is required to be appointed to the AO 24 level. Successful applicants who do not hold a certificate of completion would have to complete the certificate within 18 months (1.5 years) and will be appointed at the AO 21 level until completion.Preference may be given to applicants who already hold the Area Manager Roads Certificate of Completion required through BCIT and MOTI.For questions regarding this position, please contact [email protected] About this Position: Amendment date April 08, 2024: Posting closing date extended until April 17, 2024. This position has full time on-site requirements. This position can be based in any of the following Ministry of Transportation & Infrastructure offices: Vanderhoof, Prince George. Employees of the BC Public Service must be located in BC at the time of employment. An eligibility list may be established to fill both current and/or future permanent vacancies.Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.With over 200 different occupations available in 280 communities across the province, we offer exciting opportunities for your career.Come be a part of the BC Public Service, a Top 100 Employer that embraces diversity, health and career growth. For more information, please see What We Offer .How to Apply: Your application must clearly demonstrate how you meet the job requirements listed above.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - A resume is required as part of your application, however, it may not be used for initial shortlisting purposes.Questionnaire: YES - You will need to complete a comprehensive questionnaire to demonstrate how you meet the job requirements. Include all relevant information about your educational accomplishments and employment history including job titles, start and end dates (month and year) of your employment, and how you obtained your relevant experience. The questionnaire will take approximately 60 minutes to complete.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Administrative Services
Personal Mortgage Consultant
Manulife Financial Corporation, Waterloo, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionPersonal Mortgage Consultant (PMC), Mortgage Broker Sales As a Personal Mortgage Consultant (PMC) for Mortgage Brokers you will be responsible for growing our Mortgage Broker channel through the promotion and education of our Manulife Bank solutions. This will involve handling and deepening existing mortgage broker relationships and prospecting for new ones. You will continually grow positive relationships through targeted call campaigns, virtual meetings and professional telephone and email sales activity. Your depth of underwriting knowledge will allow you to offer guidance and support to the broker on how to best position and package mortgage deals for submission.The ideal candidate is dynamic, loves challenging themselves, and has a fun competitive spirit. Your leader and your team will give you all the support, intensive coaching and training you need.Key AccountabilitiesEducation:Understand and present our selling strategy to mortgage brokers through our Manulife Bank sales education seriesWork with External Business Development Managers (BDM) to determine ideal candidates for the educational programProvide knowledge checks along the way to master statusDevelop, host and present virtual meetings for all brokers on your listFile Management:Support the broker through the entire process from pre-application to fundingProvide support and management to National Desks to solicit mortgage dealsManage funding ratios with brokers in their portfolioProcess referred and existing broker client deals.Relationship Management:Handle the transition of mortgage brokers to the external BDM upon successful completion of the educational series and achievement of a volume threshold or target # of funded deals.You will also manage the transition of mortgage brokers who fall below the required threshold for external BDM support to your support.Complete analysis of the mortgage brokers to identify who should be terminated from the relationship with Manulife Bank based on production.Build relationships and collaborate with key partners across the organization to facilitate Mortgage Broker requests (i.e. Compliance, Client Services, Marketing, Events, Product, etc.)Sales Planning:Handle and organize your daily tasks effectively to achieve productivity metrics in a way that best supports mortgage brokers and the sales region as a wholeLeverage technology to create efficiencies within your territory and overall sales team Skills Required: Demonstrated ability to persuade and negotiate through consultation and active listening skillsProven sales acumen, business development and prospecting proficiencyExecution of a repeatable and measurable sales processAbility to provide underwriting expertiseAble to cultivate strong relationships with both clients and internal partnersHas strong time management skills and the ability to prioritizeDemonstrates effective communication, organization and collaborationTakes initiative, is a positive influence and thrives in a fast-paced work environment - a fast learner and self-starter with a strong desire to winIs flexible and able to adapt to change, including changing priorities and tight deadlinesHas strong problem-solving and analytical skills; ability to investigate problems without supervisionIs results driven and team orientedComfortable with pay-for-performance compensation structureCoachable: Being receptive to feedback, willing to learn, embracing continuous improvement Qualifications:College or University degree in a related fieldMinimum 2 years experience in the banking and mortgage brokerage industryStrong understanding of mortgage underwritingExperience conducting virtual meetings and presentationsExperience with Salesforce.com is preferredFamiliarity with Microsoft Office, including intermediate level of expertise using Excel Key Performance Goals/MeasurementAchieve specific # of funded deals and volume targetsWorking Conditions: Limited travel may be requiredOutstanding compensation & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year)Grow your career at Manulife in roles in our Banking, Insurance, Marketing and Asset Management areasAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Business Development Manager - Mortgage Protection Plan (British Columbia)
Manulife Financial Corporation, Vancouver, BC
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionThis highly desirable business development role represents Manulife Mortgage Protection Plan (MPP), the dominant Canadian provider of insurance solutions offered through the mortgage broker channel. Your objective as Business Development Manager will be to bring your “A” game to every professional interaction to grow, maintain and deepen, profitable relationships within this fast-paced Canadian financial industry. Day to day activities include face to face meetings with mortgage brokers, industry partners, group presentations, prospecting, staying up to date on market trends, and representing Manulife MPP in a positive and engaging way.Your authentic, outstanding ability to present material in a creative, engaging evangelical way will quickly establish you as a trusted and valuable resource - making it easy for you to be welcomed to large and small business and industry events. Key AccountabilitiesBusiness Development - You will be encouraged to leverage your skills, the Manulife MPP brand, and the tools at your disposal to directly and indirectly drive business volume in the mortgage broker marketplaceOperational Efficiency - This role encompasses a variety of tasks which require your attention and organization. The successful candidate will be expected to manage their time and responsibilities in an effective mannerInternal and External Relationships - Collaborate brilliantly - internally & externally with transparency, a positive outlook, creativity and a little fun!Strategic Direction - This role will be the eyes and ears of Manulife MPP in the marketplace, and as such will be part of strategic planning for the territory and management of key accountsWe are looking for someone who is naturally:A strong drive to succeedA compelling presenter -dynamic and passionateInfluential - A demonstrated ability to persuade and negotiate through consultation and active listening skillsProven sales competence, business development and prospecting proficiencyExecution of a repeatable and measurable sales processAbility to prioritize and time management skills to schedule time to work on the business, as well as in the businessJob RequirementsCollege or University degree in a related field is requiredTravel required within BC as well as across the country, with frequent travel within but not limited to the following Major cities: Vancouver, Burnaby, Surrey, Richmond, Kelowna, Nanaimo, Victoria, Abbotsford and other citiesPrior sales experience in the financial services industry, ideally with familiarity in either the mortgage or insurance industriesKnowledge of the mortgage market, mortgage sales, mortgage broker roles, lender market, etc.Successful completion of industry related courses such as LLQP (or working towards completion of industry related courses) is preferredValid Drivers LicenseWhere can this role take you?Sales opportunities at Manulife cover a wide range of geographies, demographics and products. This opportunity offers a long-term professional career path with a focus on business development, Roles in our Banking, Insurance, Marketing, Product Management and Asset Management areas are also open to you. Along with sales incentives and bonuses, and our robust onboarding process, we offer continuing educational support with a comprehensive benefits program.Fully Remote#LI-Remote#M-CA-IN-CMAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
2024 Fall Capital Markets, Investment Banking Analyst Real Estate Brokerage, Toronto
BMO, Toronto, ON
Application Deadline: 05/12/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.Program Overview:This position will be situated with the Real Estate Property Brokerage team in Toronto.The Co-op Analyst program is designed for candidates between their second and third undergraduate years. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors.Responsibilities:As an Investment Banking Co-op Analyst within the Real Estate Property Brokerage team at BMO Capital Markets, you will gain valuable exposure to the real estate industry and work with a variety of financial products, including mortgage financings, individual and portfolio asset sales, mergers and acquisitions, and financial advisory. Responsibilities can include:Assisting in preparation of pitches and presentations;Writing and preparing portions of confidential information memorandums and other marketing material;Collecting real estate market information and maintaining research databases;Creating financial models using Argus Software and Excel and performing other financial analysis to assist in the valuation of real estate properties across all major asset classes;Reading and summarizing property leases and other legal documents;Reviewing third party reports including appraisal, building condition and environmental reports; andPerforming other tasks supporting client relationships and business development.This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment banking, with a particular focus on the real estate sector.Qualifications:As an Analyst, you will be part of a dynamic investment banking environment. We are looking for highly motivated, mature individuals with the following attributes:Currently enrolled in an undergraduate degree program; graduating in December 2025 and onwards.Currently enrolled in an undergraduate degree program specializing in: real estate, commerce, finance, economics, math or engineering;A minimum cGPA of 3.4/4.0;Outstanding academic, achievement and peer recognition;Strong analytical and financial modeling skills, including proficiency with Microsoft Excel and potentially Argus Software;Strong interpersonal skills used within a demanding team environment;Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner;Excellent capacity to independently function as part of a team through self-motivation;Strong work ethic;A high level of integrity; andExperience working within one or more of the following areas would be an asset: real estate appraisal, asset/ investment management, financial analysis or investment brokerage.How to Apply: For your application to be eligible for consideration, you must apply the BMO link application link.Please ensure the following items are submitted in your application:Cover Letter (optional)ResumeTranscript with cGPAThe campus job description above aligns to the full-time job description below.Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.Develops written internal and external marketing on pitch material.Supports deal teams in development, presentation, and winning mandates.Seeks to develop an understanding of client needs and outcomes.Provides materials to support an outstanding client experience.Identifies opportunities for increased efficiency and improved service to internal and external clients.Provides analytical findings to deal teams.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Completes quality reports/analyses.Researches and analyzes company and industry financial and operating information.Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.Creates statistical exhibits and financial performance trend analysis for client presentations.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.Delivers financial modeling to support strategic recommendations to clients.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.Financial analysis training and experience.0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $100,000 CAD.Compensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
2024 Fall Capital Markets, Investment Banking Analyst Real Estate Brokerage, Toronto
BMO Financial Group, Toronto, ON
Application Deadline: 05/12/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Program Overview: This position will be situated with the Real Estate Property Brokerage team in Toronto. The Co-op Analyst program is designed for candidates between their second and third undergraduate years. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors. Responsibilities: As an Investment Banking Co-op Analyst within the Real Estate Property Brokerage team at BMO Capital Markets, you will gain valuable exposure to the real estate industry and work with a variety of financial products, including mortgage financings, individual and portfolio asset sales, mergers and acquisitions, and financial advisory. Responsibilities can include: Assisting in preparation of pitches and presentations; Writing and preparing portions of confidential information memorandums and other marketing material; Collecting real estate market information and maintaining research databases; Creating financial models using Argus Software and Excel and performing other financial analysis to assist in the valuation of real estate properties across all major asset classes; Reading and summarizing property leases and other legal documents; Reviewing third party reports including appraisal, building condition and environmental reports; and Performing other tasks supporting client relationships and business development. This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment banking, with a particular focus on the real estate sector. Qualifications: As an Analyst, you will be part of a dynamic investment banking environment. We are looking for highly motivated, mature individuals with the following attributes: Currently enrolled in an undergraduate degree program; graduating in December 2025 and onwards. Currently enrolled in an undergraduate degree program specializing in: real estate, commerce, finance, economics, math or engineering; A minimum cGPA of 3.4/4.0; Outstanding academic, achievement and peer recognition; Strong analytical and financial modeling skills, including proficiency with Microsoft Excel and potentially Argus Software; Strong interpersonal skills used within a demanding team environment; Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner; Excellent capacity to independently function as part of a team through self-motivation; Strong work ethic; A high level of integrity; and Experience working within one or more of the following areas would be an asset: real estate appraisal, asset/ investment management, financial analysis or investment brokerage. How to Apply: For your application to be eligible for consideration, you must apply the BMO link application link. Please ensure the following items are submitted in your application: Cover Letter (optional) Resume Transcript with cGPA The campus job description above aligns to the full-time job description below. Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Develops written internal and external marketing on pitch material. Supports deal teams in development, presentation, and winning mandates. Seeks to develop an understanding of client needs and outcomes. Provides materials to support an outstanding client experience. Identifies opportunities for increased efficiency and improved service to internal and external clients. Provides analytical findings to deal teams. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Completes quality reports/analyses. Researches and analyzes company and industry financial and operating information. Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations. Creates statistical exhibits and financial performance trend analysis for client presentations. Applies technical concepts and understands implication of work to client/transaction. Develops an understanding of and proficiency in using all required systems and models. Provides feedback on, and supports continuous improvement opportunities. Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. Delivers financial modeling to support strategic recommendations to clients. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement. Financial analysis training and experience. 0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements. Highly skilled in building complex financial models. Expertise in financial computer applications and database management tools. Skilled in creating statistical presentations. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Please note the salary for this specific position is $100,000 CAD. Compensation and Benefits: Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Banking Advisor
National Bank, La Malbaie, QC
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your role Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.  Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. Basic requirements Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Initiatives promoting community involvement Telemedicine service Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first: We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?
Banking advisor
National Bank, Drummondville, QC
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your role Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team The branch is open two evenings a week and on saturdays. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.  Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. Basic requirements Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Initiatives promoting community involvement Telemedicine service Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first: We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?
Banking Advisor
National Bank, La Malbaie, QC
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your job Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.  Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. Prerequisites Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Initiatives promoting community involvement Telemedicine service Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first: We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?
Banking Advisor
National Bank, Saint-Henri-de-Lévis, QC
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your job Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.  Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. Prerequisite Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options; Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Initiatives promoting community involvement Telemedicine service Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first: We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?
Banking Advisor
National Bank, Lévis, QC
Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your job Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas. Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. Prerequisites Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity   Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!
Banking advisor
National Bank, Chateauguay, QC
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your role Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.  Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. Basic requirements Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options; Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Initiatives promoting community involvement Telemedicine service Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first: We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?
Banking Advisor
National Bank, Shawinigan, QC
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your job Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.  Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. Prerequisites Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!
Banking Advisor
National Bank, Rouyn-Noranda, QC
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your role Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.  Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. Basic requirements Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!
Banking Advisor
National Bank, Rimouski, QC
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your job: Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team The branch is open two evenings a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.  Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. Prerequisites Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!
Banking Advisor
National Bank, Baie-Saint-Paul, QC
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions. Your job Listen to clients’ needs and resolve complex situations. Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs. Support your clients through the mortgage renewal or renegotiation process. Ensure client satisfaction and engagement. Refer your clients to your specialist colleagues for their specific needs. Ensure adherence to compliance and risk management rules. Your team The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.  Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other. After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development. Prerequisites Hold a college diploma (DEC) or equivalent Hold a mutual fund representative (MFR) licence - If not, you must obtain this licence within three months of hiring with a full refund once you have successfully obtained it Advisory service experience, inclusive attitude and openness to diversity Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!