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Bilingual Specialist - Business Banking
BMO, Quebec, QC
Application Deadline: 04/25/2024Address:VIRTUAL61 - HomeRes - QC - BMOAddress: VIRTUAL(R)61 - HomeRes - QC - BMO This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Work schedule : must be available to work from Monday to Sunday from 8am to 8pm. Why you'll love growing your career here: Join and engaged, collaborative team of knowledgeable Business Banking experts who play a key role in finding personalized solutions for new and existing clients to meet their business needs. As a Specialist, Business Banking Services you will develop strong active listening skills and learn a wealth of knowledge about business banking. You will work with a network of internal & external business groups to find the right solutions for our customers. This role will open the door to future roles such as: Commercial Service Officer or Advisor, a Personal Banking Associate, a Commercial Lending Deal Specialist, CCC Assistant Manager, or a Business consultant. What you'll need: Knowledge & relevant experience with Everyday banking products and services Strong written & verbal communication skills Call centre & banking experience, customer service skills (preferred) Organization skills - Good. Reliability/team player Collaboration & team skills - Good. Analytical and problem-solving skills - Good. High school diploma or equivalent work experience. Bilingual Required. How you'll Succeed: You will probe to understand customer needs and provide Business Banking sales, service and advice to existing BMO customers or prospects. You will advise customers on Business Banking strategies and products (including credit cards) that meet their objectives and priorities. Fulfill sales and service activities for the customer in accordance with approved procedures. You will identify and makes referrals to other business groups as needed. Handle customer inquiries in an informed, professional, and efficient manner. Escalate complex or unresolved customer situations to the appropriate BMO colleague as required. Perform any required activities & transactional outcomes after calls to ensure customer's requests are accurately processed. Refer to other business groups as needed. Maintain current knowledge of business banking and credit card products & processes and integrate into customer conversations in a professional manner. Maintains the confidentiality of customer and Bank information and Adheres to regulatory and compliance requirements appropriate for the jurisdiction. Report issues as needed to protect the bank, and our customers. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade: 4 Job Category: Individual Contributor / Collaborateur We're 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. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Senior Counsel, Canadian Personal & Business Banking
BMO, Toronto, ON
Application Deadline: 04/12/2024Address:100 King Street WestProvides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, policies and developments for and on behalf of BMO Financial Group. Provides legal advice based on knowledge of legal principles, practices and procedures, and knowledge of the financial services industry and its environment. Influences and negotiates to achieve business objectives. Works to achieve organizational goals while minimizing legal risk.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.May participate in the design of legal advice strategies & approaches for the unit activity and making recommendations to minimize legal issues.Acts as the prime subject matter expert for internal/external stakeholders.Exercises judgement on complex, confidential and sensitive mattersIdentifies and resolves moderately complex issues.Determines root causes and negotiates resolutions.Delivers legal advice, instructs external counsel and ensures compliance with internal policies & procedures for a single or small number of function(s).Acts as a subject matter expert on relevant laws, regulations and policies.Resolves daily issues and/or escalates with appropriate analysis and/or recommendations.Identifies risks and implements appropriate actions to mitigate them.Implements areas of improvement to ensure consistency with market place.Builds effective relationships with internal/ external stakeholders.Geographic scope: up to global.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7 years of legal practice or an equivalent combination of education and experience.Degree in law (LLB or JD) and license to practice law in relevant jurisdiction.Private practice and/or in-house experience in commercial lending, real estate, financial services and regulatory.Knowledge in legal field, typically with a functional or business line specialization.Knowledge of business and regulatory environment in which BMO Financial Group operates.Advanced knowledge of subject matter legal requirements and the operations of a single client group.Negotiation skills - in depth.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.#BMOLRCGrade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Manager, ERM
Rogers, Toronto, ON
Manager, ERM Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to develop and implement innovative financial solutions and experiences. The bank offers unique cash-back benefits and financing options for Rogers purchases using cutting-edge technology. Interested? Take the next step and consider this opportunity to make a meaningful impact with Rogers Bank.Reporting to the Sr. Manager, Enterprise Risk Management, as part of the Second Line of Defence, this position is responsible for managing Operational Risk related work in line with the Bank's Enterprise Risk Management frameworks.What you'll be doing: Monitor and provide ongoing support and advice to the First Line of Defence (FLD) on Operational risk to ensure compliance with the Bank's Enterprise Risk Management framework. Support the Bank ORM Framework by providing challenges and advice to the FLD on the following activities, including but not limited to: Adequacy, completeness and effectiveness of the Risk and Control Self-Assessments (RCSA) program; Effectiveness of testing of RCSA key controls and remediation of identified gaps and areas for improvement Reporting of operational risk events; including root-cause analysis and assessment of remediation plans Key Control Indicators and metrics and monitoring results and mitigation action(s) Risk assessment associated with change management activities, new products/services, systems and/or processes that can expose the Bank to incremental and/or new risks Track and report the performance of open issues to closure and confirm that issues are correctly and effectively addressed. Support the Bank's Third-Party Risk Management (TPRM) framework. As the subject matter expert, review, evaluate and challenge the onboarding, ongoing monitoring and annual review processes operating within the FLD to ensure compliance with the TPRM Policy and OSFI B-10 Guideline. Support the Bank's Technology and Cyber Risk Management framework. As the subject matter expert, review, evaluate and challenge the onboarding, ongoing monitoring and annual review processes operating within the FLD to ensure compliance with the Technology and Cyber Policies and OSFI B-13 Guideline. Work collaboratively within the Enterprise Risk Management team to execute Second Line of Defence (SLD) testing As needed, manage and deliver selected project initiatives to enhance the overall Bank's Enterprise Risk Management framework. What you have: Degree in business or related discipline. MBA, CA, or other professional-related qualifications would be an asset. More than 3 years of experience in Operational Risk Management and Compliance, or Internal Audit. Deep Bank-industry knowledge, experienced in how independent risk functions work with business. Significant knowledge of regulatory requirements and best practices regarding the internal audit, operational risk and compliance practices, and internal control frameworks and risk standards, such as COSO and ISO. Ability to work in small teams with commitment and engagement, like an actual owner and hands-on partner. Highly developed analytical skills, with attention to detail. Ability to transform overarching objectives into an executable plan, identifying and removing barriers to success. Ability to communicate effectively at all levels of the organization with an open, honest and direct communication style. Advanced level in Microsoft Office As part of the recruitment process, the selected candidate will be required to complete a background check which includes credit and criminal checks. Schedule: Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location: 1 Mount Pleasant (083), Toronto, ON Travel Requirements: None Posting Category/Function: Banking & Compliance Requisition ID: 304544 #LI-JC1At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Rogers BankLocation: Toronto, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Risk Management, Internal Audit, Bank, Banking, Compliance, Finance, Legal Apply now »
Relationship Manager
Coast Capital Savings, Chilliwack, BC
Location: Cottonwood Branch Job Type: Full Time myWork Options: In-person Starting Salary Range: $63,000.00 - $77,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the job? At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital's values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our innovative products and services. What you'll get to do: Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience. Use your banking expertise to match your customer's needs with our high-quality core banking, lending, and investment options. Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs. Engage your customers in the "Where You're at Money Chat" and maximize every opportunity to help customers manage, save, grow, and protect their financial well-being. Help Coast change the way Canadians feel about banking, forever. Who are we looking for? Experience helping customers in either a bank or a credit union for a minimum five years. Post-secondary education in finance, business administration or a related field. Investment Funds in Canada is a requirement. Solid understanding of day-to-day banking, complex investment, and lending products. You are a sales pro and have an x-ray vision to spot sales and referral opportunities. You like to build relationships with a wide variety of people and want to help them with simple financial needs. You are a multi-tasker, able to 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.
Sr. Manager Operational Risk, Canadian Business Banking
BMO, Toronto, ON
Application Deadline: 03/28/2024Address:33 Dundas Street WestProvides oversight, governance and monitoring of operations to drive consistency and quality ensuring that internal control process are adequate and functional. Develops and implements the integrated roadmap to guide the review, design, development, implementation, and ongoing operation of quality practices and management processes in alignment with established standards. Administers operations governance procedures and maintains strategic alignment to ensure adherence and efficiency.CultureFosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.Ensures alignment between values and behavior that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Stakeholder and Team ManagementBuilds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Acts as a trusted advisor to assigned business/group.Acts as the prime subject matter expert and build effective relationship with internal/external stakeholders.Ensures alignment between stakeholders.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.May network with industry contacts to gain competitive insights and best practices.Attracts, retains, and enables the career development of top talent.Influences and negotiates.Strategy SupportProvides strategic input into business decisions.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Assists in the development of strategic plans.Helps determine business priorities and best sequence for execution of business/group strategy.Supports and governs the operations governance implementation road map including strategic priorities.Conducts independent analysis and assessment to resolve strategic issues.Operational Risk ManagementIdentifies emerging issues and trends to inform decision-making.Tracks and supports the resolution of issues by coordinating stakeholders in the information chain.Maintains and updates the risk and control matrix for the business.Maintains standards and monitors compliance and effectiveness of operations processes and controls.Support risk assessments for the business unit.Collaborates with stakeholders to identify business requirements and opportunities for improved operations management.Participates in identification of operations governance opportunities and related data/information specifications.Performs assessments and planning to verify that the business requirements are within standards.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Oversees the design, development, and implementation of tools and training required to deliver business results.Defines, implements, and documents quality measures and provides guidance on how policy requirements translate to business processes.Validates and tests changes to technology systems in support of operations governance.Participates in the resolution of operating/technical problems or manages escalation with other BMO technical support groups.Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.Support internal and external audit engagements for the business unit.Regulatory Compliance SupportWork closely with subject matter expert on relevant regulations and policies.Implements, maintains and reviews processes to ensure quality and compliance with Bank and regulatory requirements.Change Management and CommunicationLeads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging and identifies appropriate distribution channels.Analytical and Problem SolvingApplies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Manager, Customer Experience
TD, Kirkland Lake, ON
Hours 37.5 Workplace Model Onsite Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long- lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers and small businesses achieve their financial goals. We are looking for brand champions, relationship builders, and leading professionals with an understanding of market and economic trends that can build legendary customer experiences. Join TD Canada Trust and think like a customer, act like an owner, innovate with purpose and execute with an impact. Job Details Is it fun for you to connect with people from different walks of life and make lasting connections? Do you thrive in providing dynamic leadership to ensure seamless and impactful customer experience? If so, then apply with us today for the position of Manager Customer Experience II and offer your expertise in creating meaningful and memorable customer experiences. In this role, you would: • Mentor a team by showcasing exceptional experiences in every customer interaction and achieving operational excellence, and personal development objectives • Meet customer demands and compliance requirements by maintaining employee scheduling and ensuring all policies, procedures and guidelines of conduct are followed • Collaborate with One TD partners to help all customers in a way that suit their needs best • Support the frontline staff in resolving complaints as per customer problem resolution guidelines; encourage senior team members to act as a point of escalation and take personal ownership as required • Coach the team on advice-giving and customer conversation strategies and tactics to improve and promote a legendary customer experience • Lead the team to monitor workflows, prioritize tasks and assign duties while resolving and improving operational issues • Administer complex daily branch administrative duties • Maintain customer facing areas of the branch as per premises, marketing, and regulatory guidelines • Lead a high performing team by providing ongoing performance feedback and ensuring their performance management activities are undertaken and completed • Help build a fair, positive and equitable environment by promoting team effectiveness, maintaining a positive attitude and improving knowledge of emerging industry trends and programs constantly Job Requirements • Undergraduate degree with over 3 years of relevant work experience • Sound knowledge of processes management, business and operational functions including banking solutions and concepts • Proficiency in software tools including MS Office, and internet application • Tactful and diplomatic communicator able to exchange ideas and information with customers, partners and management in a concise and logical way • A go-getter with strong organizational, planning and time management skills • A dynamic leader with strong influential skills to work expertly with customers and employees in a fast-paced work environment Additional Information #LI-Retail #IN-Retail 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!
Relationship Manager - Walnut Grove branch
Coast Capital Savings, Langley, BC
Location: Walnut Grove Branch Job Type: Full Time myWork Options: In-person Starting Salary Range: $63,000.00-$75,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the job? At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital's values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our innovative products and services. What you'll get to do: Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience. Use your banking expertise to match your customer's needs with our high-quality core banking, lending, and investment options. Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs. Engage your customers in the "Where You're at Money Chat" and maximize every opportunity to help customers manage, save, grow, and protect their financial well-being. Help Coast change the way Canadians feel about banking, forever. Who are we looking for? Experience helping customers in either a bank or a credit union for a minimum five years. Post-secondary education in finance, business administration or a related field. Investment Funds in Canada is a requirement. Solid understanding of day-to-day banking, complex investment, and lending products. You are a sales pro and have an x-ray vision to spot sales and referral opportunities. You like to build relationships with a wide variety of people and want to help them with simple financial needs. You are a multi-tasker, able to 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.
Junior Banking Change Manager to incorporate business process improvement and change for the Digital banking Team -74047-1
S.i. Systems, Toronto, ON
Change ManagerLine of Business: Digital & EnablementDuration: 12 monthsRemote/Hybrid: Hybrid // Wednesday core day // 1 Friday a monthOffice Location: 81 Bay 18th Floor Responsibilities:The Digital Adoption & Enablement Consultant is accountable for supporting leadership in the planning, coordination, assessment, development and implementation of key internal initiatives, including the delivery and support of digital and enablement projects, to frontline teams, management and designated internal partners; focused on digital client experience and digital adoption. The role will support and execute on initiatives and provide insights to the digital and enablement project teams in achieving improvements in their overall business processes, client experience and operating efficiency to support and realize the benefits of our digital platform investments. The incumbent will assist in the identification of problems/resolutions, assessment of impact, effectiveness and feasibility of proposed changes, preparation of recommendations and communication for internal audiences at various levels. The scope may include working with multi-functional teams to assist in developing insights, executing and completing selected short or medium term plans (60d / 90d / 180d plus), digital and enablement adoption and communication plans focused on best practice deployment, process, policy and/or procedure changes to support enhanced service and sales across the client and employee experience. The role will work with people at all levels in the organization from senior business-unit leaders and corporate management through channel levels. Expectations would include a hands-on teamwork approach to solving problems, planning, managing change and people related to all aspects of business improvement initiatives.• Support and/or lead projects or small to large work packages that deliver new or improvements to digital and enablement capabilities, operational efficiency, client and employee experience and/or digital adoption growth • Maintain or Enhance strategic partnerships with Front-line, Risk, Product, Sales Effectiveness and other business partners; maintain regular contact to determine needs and provide appropriate information as it relates to digital capabilities. • Partner with required SME's to incorporate business process improvement and business change best practices into daily activities/routines as it relates to new or existing digital capabilities. • Research opportunities to deliver an improved client and employee experience; active participation in the channel strategy and roadmap development and execution. • Support projects to enhance and upgrade new or existing processes, products or services by researching relevant data and developing proposals and recommendations to drive digital adoption and transaction migration from branch network.• Assisting the digital advocacy and enablement team in the day to day activities of supporting frontline teams, clients and employees on digital and enablement capabilities. Must Have Requirement: -Change Management or equivalent work experience (1-3 years exp)-Experience (1 - 3 years) of project coordination-Knowledge of banking digital capabilities-Understanding of the needs and issues of Retail and Business Banking businesses - Microsoft tools // office 365 Apply
Sr. Risk Manager - SBB Risk Strategy
TD, Toronto, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview The TD Small Business Banking (SBB) Risk Strategy Team is responsible for the development and execution of SBB automated credit adjudication strategies and initiatives that assist our SBB product partners to achieve growth and profitability targets ensuring portfolio performance remains within risk appetite. Accountabilities include providing effective challenge on SBB initiatives, as well as designing, implementing and monitoring credit risk strategies and policies. Job Details Reporting to the AVP TDAF/SBB Risk Management, the Sr. Risk Manager will lead the team of Risk Professionals, provide thought leadership on SBB Credit Risk Management Strategy & Policy activities, provide effective Risk Challenge to Product partners, while enabling their business growth within risk appetite through enhancements to auto decisioning acquisition strategies. The successful candidate will lead a team in a fast-paced and results-oriented environment, ensure effective stakeholders and project management and build/maintain an ownership & learning culture where ongoing team and individual development and strong Pulse results are prioritized. Specific accountabilities include: •Lead effective challenge on the health of the SBB Portfolio, including participating in portfolio monitoring, strategy development and policy management •Enable business growth within risk appetite through leading SBB auto adjudication strategies and policies activities •Set, monitor and lead the execution of Risk management activities to help SBB achieve business growth within Risk Appetite •Manage the relationship with various stakeholders, including SBB Product groups, Retail Credit Risk Policy (RCRP), Model Validation, Technology partners and external vendors •Provide guidance and thought leadership to a team of Risk Management Professionals on Strategy design and Policy management •Represent Retail Risk Management as a subject matter expert in the planning of new initiatives and product launches Job Requirements This role requires a strong People Leader with Risk Management and business knowledge, effective stakeholders and project management skills, as well as understanding of technology tools used by a team: Risk Management and Business Knowledge: •4-6 years of Credit Risk Management Experience in a financial institution or similar is a strong asset •Understanding of retail credit products, policies and processes, SBB experience is a strong asset •Understanding of credit risk principles and TD risk framework •Demonstrated analytical, reporting and problem-solving skills Leadership Skills: •Ability to inspire and lead a team of professionals •Excellent stakeholder and relationship management skills •Strong ownership mentality and can-do attitude •Flexibility and resilience to execute in an agile environment, including the ability to manage multiple tasks concurrently •Strong presentation and communication skills Technical Skills: •Familiarity with SQL, SAS, familiarity with Python, R, Tableau •High Proficiency in MS Office: Excel (Pivot tables and etc.), Word and PowerPoint Additional Information Education and Accreditation •Post-secondary degree is required (preferably in a quantitative field: i.e. Math, Statistics, Computer Science or similar). •A Master's Degree is an asset. 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!
Manager, ERM
Rogers, Toronto, ON
Manager, ERM Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to develop and implement innovative financial solutions and experiences. The bank offers unique cash-back benefits and financing options for Rogers purchases using cutting-edge technology. Interested? Take the next step and consider this opportunity to make a meaningful impact with Rogers Bank.Reporting to the Sr. Manager, Enterprise Risk Management, as part of the Second Line of Defence, this position is responsible for managing Operational Risk related work in line with the Bank's Enterprise Risk Management frameworks.What you'll be doing: Monitor and provide ongoing support and advice to the First Line of Defence (FLD) on Operational risk to ensure compliance with the Bank's Enterprise Risk Management framework. Support the Bank ORM Framework by providing challenges and advice to the FLD on the following activities, including but not limited to: Adequacy, completeness and effectiveness of the Risk and Control Self-Assessments (RCSA) program; Effectiveness of testing of RCSA key controls and remediation of identified gaps and areas for improvement Reporting of operational risk events; including root-cause analysis and assessment of remediation plans Key Control Indicators and metrics and monitoring results and mitigation action(s) Risk assessment associated with change management activities, new products/services, systems and/or processes that can expose the Bank to incremental and/or new risks Track and report the performance of open issues to closure and confirm that issues are correctly and effectively addressed. Support the Bank's Third-Party Risk Management (TPRM) framework. As the subject matter expert, review, evaluate and challenge the onboarding, ongoing monitoring and annual review processes operating within the FLD to ensure compliance with the TPRM Policy and OSFI B-10 Guideline. Support the Bank's Technology and Cyber Risk Management framework. As the subject matter expert, review, evaluate and challenge the onboarding, ongoing monitoring and annual review processes operating within the FLD to ensure compliance with the Technology and Cyber Policies and OSFI B-13 Guideline. Work collaboratively within the Enterprise Risk Management team to execute Second Line of Defence (SLD) testing As needed, manage and deliver selected project initiatives to enhance the overall Bank's Enterprise Risk Management framework. What you have: Degree in business or related discipline. MBA, CA, or other professional-related qualifications would be an asset. More than 3 years of experience in Operational Risk Management and Compliance, or Internal Audit. Deep Bank-industry knowledge, experienced in how independent risk functions work with business. Significant knowledge of regulatory requirements and best practices regarding the internal audit, operational risk and compliance practices, and internal control frameworks and risk standards, such as COSO and ISO. Ability to work in small teams with commitment and engagement, like an actual owner and hands-on partner. Highly developed analytical skills, with attention to detail. Ability to transform overarching objectives into an executable plan, identifying and removing barriers to success. Ability to communicate effectively at all levels of the organization with an open, honest and direct communication style. Advanced level in Microsoft Office As part of the recruitment process, the selected candidate will be required to complete a background check which includes credit and criminal checks. Schedule: Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location: 1 Mount Pleasant (083), Toronto, ON Travel Requirements: None Posting Category/Function: Banking & Compliance Requisition ID: 304544 #LI-JC1At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Rogers BankLocation: Toronto, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Compliance, Internal Audit, Risk Management, Bank, Banking, Legal, Finance Apply now »
BMO Capital Markets Summer 2025 Global Markets Corporate Banking, Analyst
BMO, Toronto, ON
Application Deadline: 05/01/2024Address:100 King Street West 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.About Corporate Banking:Corporate Banking is an integral part of BMO Capital Markets' Investment and Corporate Banking group which offers corporate, institutional and government clients a complete range of financial services, including lending, equity and debt capital raising, structured finance, M&A, treasury and market risk management services, research and institutional investing. Corporate Banking is responsible for the marketing, management and monitoring of the Bank's corporate loan portfolio, and also supports the credit requirements and cross selling efforts for other businesses including derivatives, foreign exchange, cash management, and trade finance.Global Markets Corporate Banking:Global Markets Corporate Banking is an integral part of BMO Capital Markets' Global Markets group, and provides and underwrites trading & loan credit facilities for a broad range of capital markets clients. The products include (but are not limited to): Derivatives, Securities Financing, Cash Products, Metals & Commodities Solutions, Margin Lending, CMBS warehouse, RMBS Warehouse, and Securitization Products. The group is organized under 7 key portfolios: Fund Managers, Hedge Funds, Commercial Mortgage Backed Securities (CMBS), Securitization & Structured Margin Loans, Commodities & Metals, Single Products, and Mortgage Originators + Broker Dealers). The group is responsible for underwriting, obtaining credit approvals, ongoing portfolio management, and maintaining strong client relationships.Summer Program Overview:The CB Summer Analyst program is designed for candidates between their second and third year of a undergraduate school. Summer analysts will gain valuable experience and exposure to a wide number of industries during the 10-week program. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors.Typical responsibilities of GM CB Analysts:Credit Analysis & Due Diligence: Complete due diligence and credit analysis on new and existing client relationships including determining product-specific risk and limit metrics (risk rating, LGD, etc)Risk Management: Monitor client, client industry and regulatory agencies for potential changes which may affect client's financial profile and its business needs; checking reporting covenants of our borrowers to ensure there are no "breaches"; raising and clearing rating alerts as needed.Materials Preparation: Prepare and recommend credit documentation (i.e. credit applications, memoranda, presentations, etc.) for internal and external stakeholders.Professional Development: Learn BMO systems and processes; develop deeper industry knowledge specific to Global Markets' clients, products and initiatives to identify and understand client opportunitiesThis position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of corporate banking. Qualifications: Currently enrolled in an undergraduate business/accounting/finance program graduating in December 2025 or Spring 2026GPA of 3.4/4/0Strong interest in finance and banking.Demonstrated leadership in extracurricular activities.Strong financial analysis and modeling skills.Proficient in Word/Excel/PowerPoint. Strong communication skills both written and verbalDetail oriented.Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes.Outgoing and personable; team player able to work effectively in small groups.Knowledgeable in the principles of finance and the financial markets. Comfortable working in a fast-paced environment.Previous banking or credit risk management experience preferred.You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future The campus job description above aligns to the full time job description below.Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.Develops written internal and external marketing pitch material.Supports deal teams in development, presentation, and winning mandates.Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.Seeks to develop an understanding of client needs and outcomes.Identifies opportunities for increased efficiency and improved service to internal and external clients.Provides analytical findings to deal teams.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Researches and analyzes financial and operating information relating to companies and industries.Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations.Creates statistical exhibits and trend analysis of financial performance for client presentations.Completes due diligence and credit analysis on new and existing client relationships.Prepares industry compilations.Completes quality reports/analyses.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and, supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.Has financial analysis training and experience.Has up to 3 years of relevant experience within investment and/or corporate banking unit.Excellent analytical skills. Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $90,000.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
BMO Capital Markets Summer 2025 Corporate Banking Analyst, Calgary
BMO, Calgary, AB
Application Deadline: 05/01/2024Address: 525 8th Avenue SWJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.What's in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets Eligibility criteria: You are a student at an accredited Canadian Post Secondary Institution/University, currently enrolled in an undergraduate program with a graduation date of December 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future Application requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional)Unofficial Transcript Corporate Banking Overview: The CB Summer Analyst program is designed for candidates between their second and third year of an undergraduate school. Summer analysts will gain valuable experience and exposure to a wide number of industries during the 15-week program. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors. This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of corporate banking. Responsibilities: Processing client requests (e.g. new credit facilities and extensions and/or amendments to existing credit facilities).Completing annual / interim credit reviews. Credit reviews include industry and financial analysis comprising of: operating performance, cash flow, leverage, coverage and liquidity, as well as capital-at-risk and other regulatory capital calculations.Monitoring performance of portfolio companies against credit terms and conditions and identify changes in the financial condition of a client.Preparing presentation materials and relationship profitability assessments, which involve liaising with other product and industry groups within BMO Capital Markets. Performing other duties including industry and company-specific research, as well as ad hoc projects for senior professionals. Qualifications: Currently enrolled in an undergraduate business/accounting/finance program graduating in December 2025 or Spring 2026GPA of 3.4/4.0Strong interest in finance and banking.Demonstrated leadership in extracurricular activities.Strong financial analysis and modeling skills.Proficient in Word/Excel/PowerPoint. Strong communication skills both written and verbalDetail oriented.Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes.Outgoing and personable; team player able to work effectively in small groups.Knowledgeable in the principles of finance and the financial markets. Comfortable working in a fast-paced environment.Previous banking or credit risk management experience preferred.You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future The campus job description above aligns to the full time job description below.Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.Develops written internal and external marketing pitch material.Supports deal teams in development, presentation, and winning mandates.Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.Seeks to develop an understanding of client needs and outcomes.Identifies opportunities for increased efficiency and improved service to internal and external clients.Provides analytical findings to deal teams.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Researches and analyzes financial and operating information relating to companies and industries.Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations.Creates statistical exhibits and trend analysis of financial performance for client presentations.Completes due diligence and credit analysis on new and existing client relationships.Prepares industry compilations.Completes quality reports/analyses.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and, supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.Has financial analysis training and experience.Has up to 3 years of relevant experience within investment and/or corporate banking unit.Excellent analytical skills. Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $90,000.Compensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
BMO Capital Markets Summer 2025 Corporate Banking Analyst, Toronto
BMO, Toronto, ON
Application Deadline: 05/01/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.What's in it for you? Summer Analysts start the internship by completing a one-week training and orientation program During the next 15 weeks, in addition to on-the-job experience in your assigned business group, you will participate in professional development sessions and events throughout the summer Beyond the on-the-job experience, you will have opportunities to network across various business groups, learn about BMO Capital Markets culture, participate in learning seminars, get feedback, and receive coaching and career guidance from mentors while broadening your skills Upon successful completion of this internship, you may receive a full-time offer from BMO Capital Markets Eligibility criteria: You are a student at an accredited Canadian Post Secondary Institution/University, currently enrolled in an undergraduate program with a graduation date of December 2025 or Spring 2026 You are available to work full-time from May-August 2025 You have a minimum GPA of 3.4/4.0 You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future Application requirements: Please submit the following three items as a single PDF file and submit under the Resume section of the online application. One-page resume Cover letter (optional)Unofficial Transcript Corporate Banking Overview: The CB Summer Analyst program is designed for candidates between their second and third year of an undergraduate school. Summer analysts will gain valuable experience and exposure to a wide number of industries during the 15-week program. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors. This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of corporate banking. Responsibilities: Processing client requests (e.g. new credit facilities and extensions and/or amendments to existing credit facilities).Completing annual / interim credit reviews. Credit reviews include industry and financial analysis comprising of: operating performance, cash flow, leverage, coverage and liquidity, as well as capital-at-risk and other regulatory capital calculations.Monitoring performance of portfolio companies against credit terms and conditions and identify changes in the financial condition of a client.Preparing presentation materials and relationship profitability assessments, which involve liaising with other product and industry groups within BMO Capital Markets. Performing other duties including industry and company-specific research, as well as ad hoc projects for senior professionals. Qualifications: Currently enrolled in an undergraduate business/accounting/finance program graduating in December 2025 or Spring 2026GPA of 3.4/4.0Strong interest in finance and banking.Demonstrated leadership in extracurricular activities.Strong financial analysis and modeling skills.Proficient in Word/Excel/PowerPoint. Strong communication skills both written and verbalDetail oriented.Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes.Outgoing and personable; team player able to work effectively in small groups.Knowledgeable in the principles of finance and the financial markets. Comfortable working in a fast-paced environment.Previous banking or credit risk management experience preferred.You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future The campus job description above aligns to the full time job description below.Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.Develops written internal and external marketing pitch material.Supports deal teams in development, presentation, and winning mandates.Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.Seeks to develop an understanding of client needs and outcomes.Identifies opportunities for increased efficiency and improved service to internal and external clients.Provides analytical findings to deal teams.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Researches and analyzes financial and operating information relating to companies and industries.Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations.Creates statistical exhibits and trend analysis of financial performance for client presentations.Completes due diligence and credit analysis on new and existing client relationships.Prepares industry compilations.Completes quality reports/analyses.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and, supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.Has financial analysis training and experience.Has up to 3 years of relevant experience within investment and/or corporate banking unit.Excellent analytical skills. Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $90,000.Compensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
BMO Capital Markets Summer 2025 Global Trade, Corporate Banking Analyst
BMO, Calgary, AB
Application Deadline: 05/01/2024Address:525 8th Avenue SW 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.About Corporate Banking:Corporate Banking is an integral part of BMO Capital Markets' Investment and Corporate Banking group which offers corporate, institutional and government clients a complete range of financial services, including lending, equity and debt capital raising, structured finance, M&A, treasury and market risk management services, research and institutional investing. Corporate Banking is responsible for the marketing, management and monitoring of the Bank's corporate loan portfolio, and also supports the credit requirements and cross selling efforts for other businesses including derivatives, foreign exchange, cash management, and trade finance.Summer Program Overview:The CB Summer Analyst program is designed for candidates between their second and third year of a undergraduate school. Summer analysts will gain valuable experience and exposure to a wide number of industries during the 10-week program. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors.About Global Trade:Global trade finance is a key contributor within Global Transaction Banking. We are experienced trade finance professionals with industry sector expertise. We help our clients navigate trade corridors and improve working capital efficiency.We provide innovative solutions for corporate, institutional, and government clients for monetary activities related to commerce and international trade including: traditional trade finance, Supply Chain Finance, Documentary Letters of Credit, Standby Letters of Credit, Demand Guarantees and Documentary Collections. Originates and structures corporate lending transactions that facilitates the financing and risk mitigation of export or import transactions where goods and services are either bought or sold and markets the Bank's full capabilities to clients worldwide. Also provides ongoing management of the lending portfolio. Responsibilities: Acts as the sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.Seeks to develop an understanding of client needs and outcomes.Provides materials to support an outstanding client experience.May include focused calling and pipeline management activities.Identifies, records and escalates any potential risk issues and recommend workflow and administrative process alternatives to improve efficiencies and customer service.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Performing other duties including industry and company-specific research, as well as ad hoc projects for senior professionals.This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of corporate banking. Qualifications: Currently enrolled in an undergraduate business/accounting/finance program graduating in December 2025 or Spring 2026GPA of 3.4/4.0Strong interest in finance and banking.Demonstrated leadership in extracurricular activities.Proficient in Word/Excel/PowerPoint. Strong communication skills both written and verbalDetail oriented.Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes.Outgoing and personable; team player able to work effectively in small groups.Knowledgeable in the principles of finance and the financial markets. Comfortable working in a fast-paced environment.Previous banking or credit risk management experience preferred.You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future The campus job description above aligns to the full time job description below.Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.Develops written internal and external marketing pitch material.Supports deal teams in development, presentation, and winning mandates.Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.Seeks to develop an understanding of client needs and outcomes.Identifies opportunities for increased efficiency and improved service to internal and external clients.Provides analytical findings to deal teams.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Researches and analyzes financial and operating information relating to companies and industries.Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations.Creates statistical exhibits and trend analysis of financial performance for client presentations.Completes due diligence and credit analysis on new and existing client relationships.Prepares industry compilations.Completes quality reports/analyses.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and, supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.Has financial analysis training and experience.Has up to 3 years of relevant experience within investment and/or corporate banking unit.Excellent analytical skills. Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $75,000.Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Relationship Manager - Clearbrook branch
Coast Capital Savings, Abbotsford, BC
Location: Clearbrook Branch Job Type: Full Time myWork Options: Hybrid Starting Salary Range: $63,000-$75,000 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the job? At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital's values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our innovative products and services. What you'll get to do: Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience. Use your banking expertise to match your customer's needs with our high-quality core banking, lending, and investment options. Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs. Engage your customers in the "Where You're at Money Chat" and maximize every opportunity to help customers manage, save, grow, and protect their financial well-being. Help Coast change the way Canadians feel about banking, forever. Who are we looking for? Experience helping customers in either a bank or a credit union for a minimum five years. Post-secondary education in finance, business administration or a related field. Investment Funds in Canada is a requirement. Solid understanding of day-to-day banking, complex investment, and lending products. You are a sales pro and have an x-ray vision to spot sales and referral opportunities. You like to build relationships with a wide variety of people and want to help them with simple financial needs. You are a multi-tasker, able to 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.
Personal Banking Associate
BMO, St. Catharines, ON
Application Deadline: 04/29/2024Address:222 - 228 Glendale AvenueDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
First Nations / Inuit / Métis - Business Analyst (Banking / Technology / Waterfall / Mainframe)
BMO, Toronto, ON
Application Deadline: 06/16/2024Address: 33 Dundas Street WestJob Family Group:TechnologyWe invite all experienced and aspiring First Nations / Inuit / Métis professionals to apply to roles featured on BMO's Indigenous Careers landing page, as well as all those on BMO's Career Page. Qualified First Nations / Inuit / Métis applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities. This is part of BMO's ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration. In this role, the business analyst will elicit and document business requirements from multiple North American Commercial Banking (NACB) business and technology stakeholders and help to coordinate various external and internal teams to successfully implement each initiative, acting as subject matter expert of NACB deposit products.This role will include supporting NACB Deposit portfolio projects end-to-end within the technology space, including completing technology intakes, vendor engagement, project coordination, and completing supporting project documentation. Liaises with stakeholders to understand problems and opportunities, to facilitate the organization's goals by understanding business vision, objectives, and key performance indicators. Aligns technology requirements and solutions to a real business need, meets essential quality standards, and ensures approval by all relevant stakeholders. Promotes new processes and methodologies, emerging technologies, and aligns to the unique project team requirements.Act as subject matter expert of North American Commercial Banking Deposit productsElicits requirements and analyzes feasibility to ensure solutions/initiatives achieve the expected business outcomes.Supports various project teams across the project lifecycle to ensure development is aligned with the business requirements.Develops informative, coherent, and usable project documents (project artifacts) for multiple stakeholders covering functional and non-functional business requirements.Applies depth of domain & functional expertise for the assigned portfolio to drive the expected business value.Completes intakes to engage internal and external BMO teams specific to deposit product initiativesLead small to medium initiatives end-to-end including project coordination and project documentationBreaks down strategic problems, and analyses data and information to provide insights and recommendations.Collaborates with Lead QA to ensure test strategy aligns with requirements.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed. Qualifications: Typically 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Business Analysis and/or Project Manger education focus or accreditation is an asset.Knowledge of software development practice, concepts/methodologies (i.e. waterfall, Agile, iterative), and technologies obtained through formal training and/or work experience.Knowledge of one or more requirements analysis and problem decomposition techniques.Knowledge of technical/business environment (e.g. Microsoft business technologies and applications, relational databases, and SharePoint).Understanding of industry standards and standard business capabilities.Knowledge of business analysis, project delivery practices and standards across the project lifecycle.Possesses a deep understanding and problem solving ability of Information Technology of various complexities.Familiar with business strategy and assessments (i.e. feasibility studies, business cases and/or cost/benefit, project sizing and costing, and current state analysis/needs assessments).Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Compensation and Benefits:$74,800.00 - $138,600.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Relationship Manager - Newton Branch
Coast Capital Savings, Surrey, BC
Location: Newton Branch Job Type: Full Time myWork Options: In-person Starting Salary Range: $63,000-$75,000 Background Screening Requirement: Enhanced Criminal Record Check (every 5 years) Credit Check (every 5 years) Social Media Check (every 5 years) Identity Verification Education Verification Employment Verification References What's the job? At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital's values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our innovative products and services. What you'll get to do: Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience. Use your banking expertise to match your customer's needs with our high-quality core banking, lending, and investment options. Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs. Engage your customers in the "Where You're at Money Chat" and maximize every opportunity to help customers manage, save, grow, and protect their financial well-being. Help Coast change the way Canadians feel about banking, forever. Who are we looking for? Experience helping customers in either a bank or a credit union for a minimum five years. Post-secondary education in finance, business administration or a related field. Investment Funds in Canada is a requirement. Solid understanding of day-to-day banking, complex investment, and lending products. You are a sales pro and have an x-ray vision to spot sales and referral opportunities. You like to build relationships with a wide variety of people and want to help them with simple financial needs. You are a multi-tasker, able to 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.
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.
Business Analyst - (Banking / Technology / Waterfall / Mainframe)
BMO, Toronto, ON
Application Deadline: 05/26/2024Address:33 Dundas Street WestIn this role, the business analyst will elicit and document business requirements from multiple North American Commercial Banking (NACB) business and technology stakeholders and help to coordinate various external and internal teams to successfully implement each initiative, acting as subject matter expert of NACB deposit products.This role will include supporting NACB Deposit portfolio projects end-to-end within the technology space, including completing technology intakes, vendor engagement, project coordination, and completing supporting project documentation. Liaises with stakeholders to understand problems and opportunities, to facilitate the organization's goals by understanding business vision, objectives, and key performance indicators. Aligns technology requirements and solutions to a real business need, meets essential quality standards, and ensures approval by all relevant stakeholders. Promotes new processes and methodologies, emerging technologies, and aligns to the unique project team requirements.Act as subject matter expert of North American Commercial Banking Deposit productsElicits requirements and analyzes feasibility to ensure solutions/initiatives achieve the expected business outcomes.Supports various project teams across the project lifecycle to ensure development is aligned with the business requirements.Develops informative, coherent, and usable project documents (project artifacts) for multiple stakeholders covering functional and non-functional business requirements.Applies depth of domain & functional expertise for the assigned portfolio to drive the expected business value.Completes intakes to engage internal and external BMO teams specific to deposit product initiativesLead small to medium initiatives end-to-end including project coordination and project documentationBreaks down strategic problems, and analyses data and information to provide insights and recommendations.Collaborates with Lead QA to ensure test strategy aligns with requirements.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed. Qualifications: Typically 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Business Analysis and/or Project Manger education focus or accreditation is an asset.Knowledge of software development practice, concepts/methodologies (i.e. waterfall, Agile, iterative), and technologies obtained through formal training and/or work experience.Knowledge of one or more requirements analysis and problem decomposition techniques.Knowledge of technical/business environment (e.g. Microsoft business technologies and applications, relational databases, and SharePoint).Understanding of industry standards and standard business capabilities.Knowledge of business analysis, project delivery practices and standards across the project lifecycle.Possesses a deep understanding and problem solving ability of Information Technology of various complexities.Familiar with business strategy and assessments (i.e. feasibility studies, business cases and/or cost/benefit, project sizing and costing, and current state analysis/needs assessments).Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.