Overview of salaries statistics of the profession "Independent Financial Advisor in Canada"

OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG's Advisory practice is growing, and we require strong professionals to join our dynamic team in Calgary. Our Risk Consulting practice is comprised of business focused Advisors and Auditors who work to understand our clients' business issues and to develop and execute approaches to address these challenges. We help our clients to optimize their response and resilience to expected and unexpected changes, events, and requirements, whether internally generated or externally imposed. We do this by strengthening governance, risk management, control, and compliance of organizations, projects, systems, and business and reporting processes, and responding to regulation, fraud, and litigation. Our value is in applying and integrating our wide range of technology, business, advisory, assurance, and risk management expertise to specific business and management problems. Our Risk Consulting practice provides clients with a range of Advisory and Assurance services focused on strengthening business resilience, managing business risks, and driving business performance. These services include: Technology Risk Consulting (TRC) Governance Risk and Compliance Services (GRCS) Financial Risk Management (FRM) Forensic (FOR) We are looking for a dynamic professional to join our growing team as Technology Risk Consulting Senior Manager to provide IT Audit and Advisory services to our clients.Our IT audit service lines include: Systems Assurance Services: Formal assurance on systems, processes, and controls, including Audits of Service Organization Controls (i.e., SOC 1 audits under CSAE 3416, SSAE 18, and/or ISAE 3402), SOC 2 and SOC 3 audits (systems security & reliability assurance), and other standards. IT Internal Audit : Audit and evaluation of IT-related subject matters in an internal audit context, drawing on the experience of our range of IT professionals as relevant to the specific subject matter. IT in the External Audit: Assist KPMG Audit teams in both audit of technology and in leveraging technology in financial statement audits and integrated audits of financial statements and internal controls. Audit technology-related risks and controls and assist our Audit teams in addressing complex technology topics. Also, perform system implementation assessments both in support of external audits and in an advisory capacity to our clients. Our TRC professionals also regularly assist with other Risk Consulting engagements, including but not limited to IT Advisory engagements in a range of areas, such as: IT Governance, Risk, and Control (IT GRC) Business Systems Controls IT Project Risk Management and Independent Quality Assurance What you will doSuccessful candidates will be a senior part of a team that is closely aligned with both our Advisory and Audit practices and will manage the detailed day-to-day planning and execution of IT Audit and Advisory services to exceed our clients' expectations. This will include serving as Senior Manager on TRC engagements, and also getting involved in leading or supporting engagements in other service lines. As a senior part of our Risk Consulting team, successful candidates will be responsible for the following: Business development: taking an active role in the business community to increase awareness of the firm's services; developing and maturing relationships with internal staff and clients; identifying and assisting or leading in the pursuit of opportunities; leading the development of marketing materials, proposals, presentations and research. Leading and contributing to other practice initiatives, including but not limited to knowledge sharing, training, HR initiatives, and practice management activities. Primary responsibility for development and oversight of the Calgary TRC team. Manager the development and execution of engagement and project plans. Audit and assessment of IT governance, risks, and controls in a range of areas, such as: IT planning and organization IT project risks and controls General IT controls (e.g., access, system development, change, and operations controls) Business process controls, including application and interface controls Data conversion Planning, managing and completing project tasks including liaising with client and KPMG teams; collecting, testing and analysing information; documenting and evaluating IT processes, controls, policies, strategies; and performing detailed quality assurance review and feedback on the work of others. Communicating (written and verbal) findings and recommendations to the client including technical and business communication to management through the preparation of reports and analyses; preparation of advisory and assurance reports and related deliverables. Providing technical expertise to support other services. What you bring to the roleA successful candidate will possess a strong mixture of education, experience, skills and behaviours such as the following: Bachelor's degree (or higher) in Business Administration, Commerce, Computer Science, Management Information Systems, or other relevant program required. Accounting and Audit / IT audit designation(s) (e.g., CPA, CA, CIA, and/or CISA) are strongly preferred. Aspiration to pursue further relevant education and designations (e.g., CISSP, CRISC, PMP, etc.). Minimum of 8 years of combined relevant experience in Audit (internal and/or external audit), Consulting (e.g., system implementation, project management, IT consulting, risk management consulting, cyber security, etc.), and/or relevant roles in industry or the public sector (e.g. risk management or internal control function, IT, cyber security, finance and accounting, project management, system implementation project experience, etc.) is required; more experience is preferred. Demonstrated ability to develop and lead new business relationships. Knowledge of the Calgary and Alberta business community and a wide range of business relationships. Experience with the Financial Services sector, Public sector, and with publically listed entities is preferred. Willingness and ability to travel both within Canada and internationally when required. Ability to identify and evaluate risks (e.g., strategic/operational, financial, financial reporting, compliance and audit risks) and their IT underpinnings. Must be organized and methodical, with strong attention to detail and ability to analyse and interpret information. Excellent oral and written communication skills; able to clearly communicate issues and solutions to all levels, from Board Chairs and Senior Executive to technical staff, on both a formal and informal basis. Strong interpersonal skills and professional maturity; demonstrated ability to effectively interact and build relationships with a diverse group of clients and colleagues. Strong business, engagement, and project management skills. Highly motivated, committed self-starter who can prioritize work, multi-task and cope with changing priorities. Providing you with the support you need to be at your best Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .

Job SummaryJob DescriptionFinancial Advisor- Greater Toronto Area** As we have many branch locations across this quadrant, we are hiring multiple candidates for this position. You will be required to be fully available to work during RBC's retail branch hours of operation, including extended hours Monday through Saturday until 8:00 PM and Sunday as applicable. Please note if you do not have a completed Designated Financial Services Advisor (DFSA) designation you will be hired in a Financial Intern position. Apply today! **What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.What will you do?Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clientsCommunicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contactUse your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and businessProvide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstancesChampion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.Make good use of technology to connect with clients both virtually and face to faceImplement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local communityCollaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert adviceWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)1-2 years of proven sales experience in the financial services industry, handling credit and investmentsDemonstrated ability to build trust and maintain long-term client relationshipsDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Nice-to-haveFluency in second language Cantonese and/or MandarinActive in developing a solid network in the local communityWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Career development and top-notch sales coaching to take your career to the next levelCompetitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityEVP3P2Job SkillsAdditional Job DetailsAddress:ROYAL BANK PLAZA, 200 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:Regular Trainee (Trainee)Pay Type:SalariedPosted Date:2022-03-16Application Deadline:2024-04-30Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and fast growing private client wealth management business. As an Associate Wealth Advisor & Financial Planner your role is to deliver customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients. As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business. Candidates must have at least 3-5 years of experience dealing with HNW Clients as a Financial Planner and this is an on-site and in-the-office role.What will you do?Provide bespoke financial planning advice and wealth management strategiesUse proprietary software to prepare financial plansWork with the Portfolio Manager & Wealth Advisor and his team and with internal RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth preservation and transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)Liaise and work with the professional advisors of our HNW Clients to ensure the execution of the planning advice and wealth management strategiesDevelop the service plan for ongoing financial planning and wealth management advicePromote and support a work environment that inspires innovation, creativity and collaborationWhat must you have to succeed?First class client service skillsAt least 3-5 years of relevant investment industry & financial planning experience with HNW ClientsExceptional verbal and written English skills especially over the telephoneRecognized Professional Designation (such as CPA, CA, FEA, CFA, CFP, LLB, etc.)Commitment to obtain CFP or PFP designation (if not already held)Bachelors Degree from a recognized universityIIROC licensed as a Registered Representative (RR) (or willingness to obtain)Attention to detail and strong organizational skillsAdvanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)Resident of the BC Lower Mainland and legally able to work in CanadaWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-16Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Application Deadline: 05/02/2024Address:105 rue St-Jacques OBusiness Property Finance team focuses on alternate real estate sectors. Sectors covered include Seniors Housing, Hotels, Student Housing, Storage, Film Studio finance, data centers and parking. The role involves managing a large and complex portfolio of clients with portfolio size >$700 million in loans and over $10 million in revenue. Portfolio management includes both credit management and sales. Director is responsible for leading a 2-person team, which includes a dedicated associate and is involved in both underwriting credit and sales. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.Optimizes returns and capital on assigned portfolioProvides clients strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter and sector expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Networks with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned 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.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. Grade: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.

OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG Corporate Finance Inc. is the Ontario Securities Commission regulated entity through which KPMG LLP's investment banking services are provided in Canada. KPMG's Corporate Finance services are principally comprised of merger, acquisition and divestiture advisory services and financing services including raising debt and equity capital. We offer independent financial advisory and investment banking services to both private and public companies. Acting independently of financing sources, we provide clients with objective advice, focusing on strategies that can help meet corporate and shareholder objectives. Our Canadian team consists of over 100 bankers and works with a global team of over 3,000 bankers in 92 offices, thus providing KPMG Corporate Finance with a broad reach and established contacts. In Canada, per a deal study by Refinitiv, we are the leading mid-market M&A advisors, completing the largest number of deals in 2022. We are looking for an experienced Associate Vice President, Corporate Finance, to join our growing practice. In this role you will report to our Vice Presidents and Managing Directors. You are a self-starter who has an interest in mergers and acquisitions and capital markets and will bring your experience to deliver transactions for our clients. What you will do Assume responsibility for the day-to-day execution and delivery of service on a range of corporate finance projects. Draft pitch books, teasers, confidential information memorandums (CIM) and other Merger & Acquisition documentation. Manage, mentor and train junior corporate finance professionals. Prepare and review financial models. Conduct market and industry research, detailed financial analysis and business valuations. Assist in the identification of potential acquisition targets, purchasers and/or investors. Undertake engagement and practice management responsibilities, including billings and adherence to professional practice requirements. Lead proactive business development and deal initiation activities. At times, business needs arise, and employees are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job. Likewise, employees need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role 3 - 5 years of relevant post-graduate experience, in Corporate Finance, or a related field e.g. transaction advisory, investment banking, private equity, management consulting, or corporate development. Proven track record of project initiation/execution in a fast-paced professional setting. CPA, CBV or CFA designations all considered an asset. Strong technical finance proficiency, including knowledge of financial statements and general accounting principles. Demonstrated experience or ability in training and developing junior staff members. Excellent written and verbal communication skills. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .

Who We AreSCC is a small but impactful Crown corporation that reports to Parliament through Innovation, Science and Economic Development Canada. Using our expertise and vast network, SCC helps organizations by opening a gateway to possibilities, both at home and abroad. We bring people together, foster collaboration and expand their horizons in trade, sustainability, and global connectivity. We represent and advance Canada's interests on the international stage in ways no other organization can.As Canada's national standardization body, SCC offers more than a few pieces of the standards development and conformity assessment puzzle. We provide comprehensive strategies that allow Canadian businesses and innovators to contribute to shaping established and emerging markets. We help knock down trade barriers and create opportunities for businesses to innovate and expand into new markets by laying the foundation for their success.SCC's work also helps drive Canada's health, well-being and economic prosperity. Whether it's the food we eat, the products and technologies we use, or how we get to work, every aspect of our lives is touched by standards. Standards and conformity assessment not only provide confidence in the quality and safety of products and services, they also play an integral role in improving the overall health and safety of Canadians, and of their environment. At SCC, everything we do is aimed at improving Canadians' quality of life and economic prosperity.Our CultureA 2020 - 2022 winner of Waterstone's Canada's Most Admired Corporate Cultures award, we foster a culture founded on our values of respect, professionalism, and integrity. Over the last year, our culture has expanded and evolved in light of the COVID-19 pandemic. Working from home has had its challenges, but it has also brought us closer and has highlighted the culture that was already in place: one of compassion, agility, and flexibility.At SCC, we believe that an empowered and engaged workforce is essential to deliver on our vision and mission. A people-centric culture means that we are all working together to achieve a common goal.Our diversity is our strength. We believe that leveraging our unique backgrounds helps to create a stronger, more cohesive team. Proudly, we can report that 30% of our team identifies as belonging to a visible minority, 60% of our team is female, and 62% of our leadership team is female. Not only do we serve the public in both Official Languages, but we are able to go above and beyond: with a staff complement of 140, we speak over 20 languages at SCC.SCC has implemented a hybrid working model. Our model balances remote work with coming together in person when it is purposeful. This position can work remotely most of the time, while requiring in-person work regularly. SCC's office is located at 55 Metcalfe Street in downtown Ottawa. A Day in the Life of an HR AdvisorReporting to the Manager, Talent Management & Human Resources Operations, the Senior Human Resources Advisor is responsible for administering processes related to job evaluation; compensation; leave management; official languages; and employee relations to ensure the efficient and effective operation and delivery of HR services to the Standards Council of Canada (SCC). The HR Advisor provides advice to the SCC community as it relates to HR policies and procedures and supports leaders throughout the ongoing process of job evaluation. The role provides input and expertise into the development and continuous improvement of all HR programs and services, including compensation and performance management; leave management; payroll and benefit programs; and employee relations for all Standards Council of Canada (SCC) employees. The Senior Advisor develops and recommends changes and enhancements to HR programs, procedures, guidelines, and metrics to support the alignment of SCC strategies and business objectives. Your BackgroundPost-secondary diploma or degree in the area of Human Resources, Business Administration, Psychology or related area.A minimum of eight (8) years of work-related experience in various functional areas of Human Resources.Knowledge of the policies and systems relating to leave, compensation, payroll, training and staffing, and benefit plan provider organizations as it relates to insurance and benefits. Knowledge of relevant sections of human resources and financial legislation (such as the Public Service Superannuation Act, the Canada Labour Code, the Financial Administration Act, Employment Insurance Act, Income Tax Act, Employment Standards Act, Human Rights).Knowledge of the principles of human resource management and payroll services. Knowledge of organizational methods, analytical methods, techniques, and practices. Knowledge of the methods, techniques and practices involved in collecting and compiling data. Solid customer service, presentation, interpersonal, and written and spoken communication skills. A high degree of initiative and ability to multi-task and make independent decisions with minimal supervision.Ability to exchange information with management and staff throughout the division, to explain policies and procedures, to identify and investigate discrepancies and key issues, and to provide effective advice to management.Ability to respond client organizations, to provide information, and to address human resource issues. Ability to draft correspondence regarding a variety of issues and to prepare reports regarding human resources information. Language Requirement: Proficiency in Canada's official languages (English / French) is mandatory.You May Also HaveCertified Human Resources Professional / Leader (CHRP / CHRL) designation.Key Activities1. Provides expertise and input into the development and continuous improvement of all HR programs and services for SCC: Acts as a subject matter expert, providing senior-level consultation coaching and guidance on all HR initiatives, employment legislation and escalated, complex issues. Provides expert research, analysis, advice, and guidance in developing, monitoring and ensuring continuous improvement of SCC HR management strategies, policies, processes, systems and services. Conducts research and monitors external environment, identifying best practices to support the continuous improvement of SCC's HR programs and services. Develops, implements, and manages HR policies, processes and procedures to ensure efficiency and effectiveness of programs and services. Contributes to the development, implementation, and evolution of the SCC People Strategy, providing advice and recommendations and working to embed a strategic and integrated approach to HR management across the organization. Supports the development and implementation of HR strategies and initiatives across SCC. 2. Administers the processes related to job evaluation; compensation; leave management; official languages; and employee relations for SCC: Implements best practices, ensures smooth workflow, and provides exceptional customer service. Supports the administration of HR contracts, expenditures and reporting related to payroll and finance activities. Monitors HR policies and procedures for legislative compliance, identifying issues of non-compliance or changes to legislation and makes recommendations to the supervisor. Supports the provision of analysis, interpretation and advice on human resource policies, legislation, forecasting, and utilization.Works with the supervisor to support the development and implementation phases of all new human resource initiatives.Works with leaders on job description drafting and associated job evaluation action for all SCC positions.Provides advice and guidance in identifying information requirements for management related to human resources administration including leave management, performance appraisals and other information related to employee development and the management of performance.Administers the SCC job evaluation program, supporting leaders in the ongoing process of new job evaluations and existing re-evaluations, communicating results and administering system changes. Provides HR advisory services and acts as a resource to the management and staff of SCC as it relates to job evaluation; compensation; leave management; official languages; and employee relations. 3. Leads HR initiatives and continuous improvement activities. A Final NoteNote 1: Priority will be given to Canadian citizens and permanent residents.Note 2: SCC is responsible for the Personnel Security Clearance process. Typically to be eligible for a "Reliability" clearance, you must have five years of verifiable background information and to be eligible for a "Secret" clearance, you must have 10 years of verifiable background information. The process usually involves reference inquiries, verification of qualifications, criminal records checks, and credit checks (as required) and may require fingerprints. For more information about obtaining a security clearance, please review the Standard on Security Screening.Please attach a detailed cover letter to your resume. In addition to learning about your education, training and experience, we want to hear your story! We'd love to hear about how your accomplishments, and the skills you applied to achieve them, relate to the role and why you think this opportunity is a good fit for you. We are committed to creating and fostering a diverse, equitable and inclusive work environment that reflects the people's lives that we impact and the Canadian community that we work within. We strive to create an environment where everyone is comfortable being their authentic selves. We welcome Indigenous peoples and persons from all races, ethnicities, gender identities and expressions, sexual orientations, and physical or mental abilities to be part of our team.We strive to ensure a barrier-free selection process. If you are contacted regarding a job opportunity, testing or interview, please advise the HR representative of the accommodation measures that you require to enable you to be assessed in a fair and equitable manner.Please complete all fields in this online application and submit it before the closing date of March 29, 2024.Upon our review of all applications, those who appear to be the best fit with the mandate of this role and with SCC's mission and vision will be contacted. You will receive confirmation that your application has reached us. Thank you for your interest in SCC and for taking the time to review this ad. We look forward to hearing from you!

Application Deadline: 04/26/2024Address:100 King Street WestOur ideal candidate has a solid understanding of activities in finance and accounting, excellent communication skills, effective collaborator and is tech savvy. They would hold either an MBA or a CPA and experience in a Big 4 accounting firm (Consulting practice).In this role, you would have a broad view of all of the activities performed in finance at the Enterprise level. Opportunity to prepare Risk dashboards presented up to the most senior management.The Manager, Financial Risk and Compliance supports the Head, Financial Risk and Compliance in a winning culture environment that values the superior management of risk. The Manager is instrumental in identifying, assessing and mitigating risk within a high-performance Finance function committed to the continuous improvement of its risk management framework. Develops or maintains an effective financial governance and controls framework that defines the ways and methods governance is implemented, managed, and monitored in the business/group. The governance framework includes policies, guidelines and provides programs, practices and measures to promote transparency, accuracy, consistency across groups. Applies specialized knowledge of Accounting & Financial management risk, regulatory compliance and internal controls related to financial processes and information.Acts as a trusted advisor on governance matters.Influences and negotiates to achieve business objectives.Recommends and implements Financial governance solutions based on analysis of issues and implications for the business.Researches existing or emerging requirements & related best practices to assist and develops recommendations for changes.Researches existing or emerging requirements & related best practices to assist and develops recommendations for changes.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Leads or assists in the execution of oversight/governance activities.Leads or assists with the maintenance, monitoring, measurement & reporting on the status of the governance program to various internal & external stakeholder audiences.Supports the development, evolution and maintenance of the governance system and framework.Conducts independent analysis and assessment to resolve strategic issues.Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Leads or participates in setting communication strategy; develops and delivers tailored messaging about through the appropriate distribution channels.Leads the management of governance meetings and maintains maintenance of governing body mandates, oversight and approval guidelines.Leads, integrates and coordinates the maintenance, monitoring, measurement & reporting on the status of the governance program to various internal & external stakeholder audiences.Leads the maintenance of the governance system and framework.Leads the interpretation of new or changing regulations and assessing impacts to the governance framework.Leads process, improvements and special projects, designing effective and sustainable solutions.Develops governance and control related 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 the governance framework, including effective challenge.Coordinates and participates in the execution of oversight/governance activities including: reporting, assessment of education & training needs, development/delivery of training, development and execution of regulatory administration processes & procedures, management of review/updates to policies, etc.Assists with the maintenance, monitoring, measurement & reporting on the status of the governance program to various internal & external stakeholder audiences.Supports policy/standard/operating procedures lifecycle management, education and training assessment, development & delivery, coordination of attestation programs, reporting, etc.Assists with the interpretation of new or changing regulations and assessing impacts to the governance frameworks and program requirements.Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.Supports the group/program leader in communicating advice across the Bank on regulatory environment changes to ensure changes are understood.Supports the management of governance meetings (e.g. committee, management, board meetings, etc.) as required; facilitates development and approval of agendas, gathering and distribution of documentation related to agendas, and creation of meeting minutes/output.Builds effective relationships with internal/external stakeholders.Acts as liaison between stakeholders in order to align agendas and ensure a clear understanding of the business context.Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.Leads or participates in change management activities of varying scope and type.Breaks down strategic problems, and analyses data and information to provide governance insights and recommendations.Monitors and tracks performance, and addresses any issues.Assists in the identification, classification and addressing of issues.Assists with the coordination and management of the review and sign-off of relevant regulatory reporting.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 between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Working knowledge of business and regulatory environment is required.Control framework knowledge & experience preferred e.g. SOX 404, COBIT and COSO frameworks.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.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.

Job Description:**12 month learning contract (educative pilot)About the role and Prospr:Sun Life is offering a brand new opportunity to focus on the clients and use your expertise to provide them with solutions. As a licensed advisor trainee in this role, you will:(more about this learning opportunity...)Provide holistic life, health, and wealth solutions to new and existing Sun Life clients.Spend 50% of your time working within the Prospr advisor team (reporting to the Manager, Prospr by Sun Life). Spend 50% of your time gaining exposure to the role of the Independent Contractor Advisor (working with the Director of the local Sun Life District office). Receive the appropriate product, technical and sales training and support required to perform the advisor role.Develop the skills required to cultivate and develop relationships with a block of existing Sun Life clients that you will be assigned.What will you do? Inbound and pro-active outbound calls to schedule face-to-face or virtual meetings with existing insurance and investment clients.Conduct face-to-face or virtual meetings with clients to:provide on-going service to clients as required,Identify needs or gaps in their existing plan, provide trusted advice to address their goals and deliver personalized, ongoing financial recommendations to help clients work toward their long-term investment and retirement goals.Work closely with the District leadership and resource teams to stay current on product and regulatory updates. Maintain registration and licensing in good standing.What do you need to succeed: Valid and active Life License (LLQP) **a requirement to begin in the role.Experience in blended or outbound Call Centre or telephone servicing Ability to leverage digital tools to create engaging client interactions.Experience using Salesforce.com for client relationship management Bachelor’s degree or 3+ years of relevant experience Mutual Fund and/or Insurance sales and service experience Strong knowledge and passion of retail insurance and investment products Self-motivated with a strong work ethicAbility to develop and maintain relationshipsExcellent communication skills, both verbal and writtenAbility to motivate others to actionBusiness development skills.As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.assets:Valid and active Mutual Fund License (MFDA) CFP designationSun Life Individual Insurance and Investment product knowledge What's in it for you? The opportunity to move along a variety of career paths with amazing networking potentialAn environment of continuous learning and improvementAccess to our Global Learning Centre, available 24/7 for your learning needsA collaborative and interactive team environmentWe’re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work CanadaOpportunity to give back to the communities in which we live, work, and do business Life Insurance License Certificat d'assurance de personnes PQAP

Position DetailsPosition Information Position Title Student Recruiter Advisor Posting Number 02149SA Location New Westminster/Coquitlam Campus Grade or Pay Level S - Pay Level 14 Salary Range $58,520 to $65,283 per annum, which includes a special allowance of $3,500 per annum. Salary and wage increments will be in accordance with the Collective Agreement. Position Type Support Staff - Regular Posting Type Internal/External Regular/Temporary Regular Employment Type Full-Time Posting Category Staff Start Date 04/08/2024 End Date Day of the Week Mondays to Fridays Shift 9:00 am - 4:30 pm Work Arrangements This regular, full-time (35 hours per week) position is available starting April 8th, 2024. Regular hours of work are Monday to Friday, 9:00am - 4:30pm. Shift days and times may change depending on the Department's need. Occasional evening and/or weekend work may be required. The position is located at the New Westminster campus; however, successful candidate must be available for occasional work at the Coquitlam campus.Douglas College is committed to supporting a healthy work/life balance for employees. A modified/flexible schedule and/or hybrid work from home arrangement may be considered. On top of this, we offer: •Competitive extended benefits, •Family-friendly benefits (including top-ups for maternity/parental leaves), •Generous time-off benefits (vacation and sick leave days), •Defined benefit pension plan with employer contribution, •Free access to Employee Assistance Program ( EAP ) and TelaDoc, •A variety of health and wellness benefits (to learn more, please visit: https://www.douglascollege.ca/about-douglas/campus-information/careers-douglas-college/total-compensation ), •Continuous professional development opportunities (e.g. PD funding, tuition waivers, free courses, free access to LinkedIn Learning courses, College-provided workshops, etc.), •Free access to the campus fitness centres, along with free daily fitness classes, and •Discounted rates on wireless phone plans, car rentals, and pet insurance. What Douglas Offers DO what you love. Be good at it. That's how Douglas College defines a great career. It's a philosophy that resonates through our classrooms, our offices and our boardrooms. It inspires our students and drives us to make Douglas College one of BC's Top Employers. We love what we do. And we're looking for passionate, motivated people to join us in making one of Canada's best colleges even better. The Role The Student Recruiter Advisor actively promotes programs and services at Douglas College by planning, maintaining and executing student recruitment programs for Douglas College. They provide exceptional client-centred service on a consistent basis to all stakeholder groups.Responsibilities1. Promotes and co-ordinates the strategies and programs for student recruitment and related presentation duties, including:a. designs presentations with a strategic marketing approach appropriate to the intended audience;b. presents relevant information to small and large groups comprised of various populations on the benefits of post-secondary education, Douglas programs, admission requirements, student services, financial awards, student life, articulated partnerships, future expansion plans and proposed degree programs;c. accurately provides information to students on possible post-secondary programs at Douglas based upon assessment of their interest areas;d. establishes vital connections and rapport with public and independent secondary schools, government agencies and parent and community groups;e. develops and maintains positive relationships within the university and college community and other institutions, businesses and community agencies;f. assesses inquiries from secondary school counselors and teachers and provides and/or directs them to appropriate information on programs and services at Douglas to better advise their students;g. responds to in-person, telephone, email, web based communications, and regular mail inquiries from public and private schools, colleges, universities, government agencies, community and parent groups;h. prepares various correspondence and analytical reports as required;i. coordinates and organizes mailings of Douglas College viewbooks, brochures and other collateralmaterials;j. maintains and utilizes a contact database of potential students, parents, counsellors and other externalinstitutions through the Douglas CRM system;k. organizes and conducts school or community visits, career fairs, and trade shows;l. travels to recruiting venues;m. sets up displays, tables, and other promotional material/equipment;n. responds to all prospective stakeholders in a positive and knowledgeable manner in regard to college programs, courses, services, policy, and education;o. sets up and uses portable computer, projector, and other audio-visual equipment, as well as troubleshoots for on-site technical difficulties related to making multimedia presentations;p. coordinates administrators, faculty or staff presentations and/or participates in the above mentioned events;q. coordinates student visitation events to Douglas College;r. participates in ceremony presentations if required;s. organizes delivery of phoning campaigns to applied and registered students.2. Supervises the work of the Student Assistant and Co-op Student positions, including:a. identifies, interviews and hires Student Assistant and Co-Op positions under the direction of the Supervisor and the Manager;b. designs and implements appropriate training experiences, and acts as a professional mentor to student employees;c. coordinates the scheduling and daily operations of this group; including monitoring absences and providing time sheet approval;d. supervises work performance, and conducts periodic performance evaluations, as well as exit interviews.3. Supports the Associate Student Recruiter Advisor in their supervision of the Student Ambassador volunteer group including training, coordination of daily operations, communications and performance.4. Provides onsite supervision for College events that involve student activities.5. Performs other duties as assigned. To Be Successful in this Role You Will Need •A minimum of a bachelor's degree in a related field from a recognized post-secondary educational institution plus two years' related work experience. An equivalent combination of education, training and experience may be considered. •A working knowledge of the B.C. post-secondary education system, including admission requirements and programs, graduation, partnerships, and articulated agreements with a clear emphasis on Douglas College. •Excellent interpersonal and cross-cultural communication skills including written and verbal fluency in the English language. •A working knowledge of training and/or job requirements for a wide range of academic, vocational and technical careers. •General knowledge of financial services and processes including entrance scholarships and Canada & BC Student Loan application processes. •A working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint). Familiarity working with Microsoft Office on Mac platforms, and with the Microsoft Dynamics CRM system (or similar system) would be an asset. •Criminal Record Check is required as a condition of employment as per the Criminal Record Check Act. •A demonstrated ability to execute student recruiting strategies, including: •speak effectively to small and large groups in both informal and formal settings. •effectively interview both prospective and existing students in order to identify what is needed in order to help them achieve their educational and vocational objectives. •interact effectively and tactfully with people of various backgrounds and cultures, including students, college employees and the broader community. •develop, establish and maintain good working relationships. •work as an effective team member. •critically analyze, reason, and problem solve. •plan, coordinate and organize work in order to meet deadlines. •work independently with minimal supervision. •train and mentor others, as well as design training programs. •exercise sound judgment and maintain a high degree of confidentiality. •physically lift and carry related promotional materials/equipment that weigh between 20-30 kilograms. •Demonstrated ability to plan and produce a wide range of recruiting and retention events, including design, marketing, volunteer management, event supervision and evaluation. •Demonstrated ability to manage and grow an experiential student leadership program, including member recruitment, training, resource development team building, communications, event planning and evaluation. •Experience in providing supervision in a work environment, or a demonstrated understanding of effective supervisory practices. •Demonstrated ability to build and foster a student staff team. •Demonstrated ability to assess student staff performance, organize and provide the required training. •A valid B.C. driver's license and access to the use of a motor vehicle is essential. Link to Full Position Profile Equity Statement Douglas College is committed to fostering a diverse, inclusive and equitable learning and working environment. In support of this journey, we welcome all people to apply, including people from groups that are experiencing inequity, including, but not limited, to Indigenous Peoples, racialized or persons of colour, persons with mental or physical disabilities, persons who identify as women, and/or persons of marginalized sexual orientations, gender identities and expressions, and persons of all faith identities, age, marital status, and parental status. Needs a Criminal Records Check Yes Posting Detail Information Open Date 03/14/2024 Close Date Open Until Filled Yes Special Instructions to Applicant Interested applicants must submit their application and all required documents online on the Douglas College Career Site www.douglascollegecareers.ca . Qualified internal applicants shall be given first consideration in filling the position. All internal applications must be received by March 20, 2024. Please ensure your resume clearly explains how you meet the required knowledge, skills and abilities of the position for which you are applying. All candidates selected for interview will need to bring original certificates and diplomas of educational credentials noted on their resume. Quick Link for Direct Access to Posting https://www.douglascollegecareers.ca/postings/12027

Application Deadline: 05/03/2024Address:100 King Street WestOur ideal candidate has ability to assess the risk and identify the control and if the risk will have an impact on the financials. They will hold a CPA and have experience with Big 4. This role is focused on financial governance and you will have an Enterprise wide view. You have the vantage point of seeing everything that is happening across the bank from a new project perspective.Develops or maintains an effective financial governance and controls framework that defines the ways and methods governance is implemented, managed, and monitored in the business/group. The governance framework includes policies, guidelines and provides programs, practices and measures to promote transparency, accuracy, consistency across groups. Applies specialized knowledge of Accounting & Financial management risk, regulatory compliance and internal controls related to financial processes and information.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour 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.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Provides strategic input on governance matters as a trusted advisor.Makes recommendations to senior leaders on Financial governance based on an in-depth understanding of the business/group.Works with stakeholders to establish priorities.Leads or assists in the execution of oversight/governance activities.Leads or assists with the maintenance, monitoring, measurement & reporting on the status of the governance program to various internal & external stakeholder audiences.Conducts independent analysis and assessment to resolve strategic issues.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Leads and integrates the execution of oversight/governance activities and is primary contact across multiple jurisdictions and/or businesses.Acts as the prime subject matter expert for internal/external stakeholders.Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Leads change management activities of varying scope and type.Collaborates across BMO on communications strategy to ensure consistency of messaging.Leads the management of governance meetings and maintains maintenance of governing body mandates, oversight and approval guidelines.Leads, integrates and coordinates the maintenance, monitoring, measurement & reporting on the status of the governance program to various internal & external stakeholder audiences.Leads the development, evolution and maintenance of the governance system and framework.Leads the interpretation of new or changing regulations and assessing impacts to the governance framework.Leads process, improvements and special projects, designing effective and sustainable solutions.Manages the review and sign-off process for relevant regulatory reporting.Develops governance and control related 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 the governance framework, including effective challenge.Coordinates and participates in the execution of oversight/governance activities including: reporting, assessment of education & training needs, development/delivery of training, development and execution of regulatory administration processes & procedures, management of review/updates to policies, etc.Assists with the maintenance, monitoring, measurement & reporting on the status of the governance program to various internal & external stakeholder audiences.Supports policy/standard/operating procedures lifecycle management, education and training assessment, development & delivery, coordination of attestation programs, reporting, etc.Assists with the interpretation of new or changing regulations and assessing impacts to the governance frameworks and program requirements.Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.Supports the group/program leader in communicating advice across the Bank on regulatory environment changes to ensure changes are understood.Supports the management of governance meetings (e.g. committee, management, board meetings, etc.) as required; facilitates development and approval of agendas, gathering and distribution of documentation related to agendas, and creation of meeting minutes/output.Builds effective relationships with internal/external stakeholders.Acts as liaison between stakeholders in order to align agendas and ensure a clear understanding of the business context.Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.Leads or participates in change management activities of varying scope and type.Breaks down strategic problems, and analyses data and information to provide governance insights and recommendations.Monitors and tracks performance, and addresses any issues.Assists in the identification, classification and addressing of issues.Assists with the coordination and management of the review and sign-off of relevant regulatory reporting.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Working knowledge of business and regulatory environment is required.Accounting designation (CPA) an asset.Control framework knowledge & experience preferred e.g. SOX 404, FDICIA, COBIT and COSO frameworks.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.

Application Deadline: 05/03/2024 Address: 100 King Street West Job Family Group: Finance & Accounting Our ideal candidate has ability to assess the risk and identify the control and if the risk will have an impact on the financials. They will hold a CPA and have experience with Big 4. This role is focused on financial governance and you will have an Enterprise wide view. You have the vantage point of seeing everything that is happening across the bank from a new project perspective. Develops or maintains an effective financial governance and controls framework that defines the ways and methods governance is implemented, managed, and monitored in the business/group. The governance framework includes policies, guidelines and provides programs, practices and measures to promote transparency, accuracy, consistency across groups. Applies specialized knowledge of Accounting & Financial management risk, regulatory compliance and internal controls related to financial processes and information. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour 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. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Provides strategic input on governance matters as a trusted advisor. Makes recommendations to senior leaders on Financial governance based on an in-depth understanding of the business/group. Works with stakeholders to establish priorities. Leads or assists in the execution of oversight/governance activities. Leads or assists with the maintenance, monitoring, measurement & reporting on the status of the governance program to various internal & external stakeholder audiences. Conducts independent analysis and assessment to resolve strategic issues. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Leads and integrates the execution of oversight/governance activities and is primary contact across multiple jurisdictions and/or businesses. Acts as the prime subject matter expert for internal/external stakeholders. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management activities of varying scope and type. Collaborates across BMO on communications strategy to ensure consistency of messaging. Leads the management of governance meetings and maintains maintenance of governing body mandates, oversight and approval guidelines. Leads, integrates and coordinates the maintenance, monitoring, measurement & reporting on the status of the governance program to various internal & external stakeholder audiences. Leads the development, evolution and maintenance of the governance system and framework. Leads the interpretation of new or changing regulations and assessing impacts to the governance framework. Leads process, improvements and special projects, designing effective and sustainable solutions. Manages the review and sign-off process for relevant regulatory reporting. Develops governance and control related 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 the governance framework, including effective challenge. Coordinates and participates in the execution of oversight/governance activities including: reporting, assessment of education & training needs, development/delivery of training, development and execution of regulatory administration processes & procedures, management of review/updates to policies, etc. Assists with the maintenance, monitoring, measurement & reporting on the status of the governance program to various internal & external stakeholder audiences. Supports policy/standard/operating procedures lifecycle management, education and training assessment, development & delivery, coordination of attestation programs, reporting, etc. Assists with the interpretation of new or changing regulations and assessing impacts to the governance frameworks and program requirements. Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance. Supports the group/program leader in communicating advice across the Bank on regulatory environment changes to ensure changes are understood. Supports the management of governance meetings (e.g. committee, management, board meetings, etc.) as required; facilitates development and approval of agendas, gathering and distribution of documentation related to agendas, and creation of meeting minutes/output. Builds effective relationships with internal/external stakeholders. Acts as liaison between stakeholders in order to align agendas and ensure a clear understanding of the business context. Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. Leads or participates in change management activities of varying scope and type. Breaks down strategic problems, and analyses data and information to provide governance insights and recommendations. Monitors and tracks performance, and addresses any issues. Assists in the identification, classification and addressing of issues. Assists with the coordination and management of the review and sign-off of relevant regulatory reporting. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Working knowledge of business and regulatory environment is required. Accounting designation (CPA) an asset. Control framework knowledge & experience preferred e.g. SOX 404, FDICIA, COBIT and COSO frameworks. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Compensation and Benefits: $92,400.00 - $171,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/08/2024Address: 100 King Street WestJob Family Group:Audit, Risk & ComplianceIf you're looking for your next dream job, consider this one in BMO's ERPM Risk group where every colleague helps protect and grow the bank by providing independent review and oversight of enterprise-wide risks, working together to maintain a risk management framework and fostering a strong risk culture. #ERPMDreamJobs As a Senior Advisor, you will provide governance and oversight on OSFI's Basel Capital Adequacy Reporting (BCAR) end-to-end process. You will be responsible for negotiating and documenting the end-to-end process expectations and accountabilities for BCAR stakeholders, monitoring and reporting on BCAR issues and unadjusted errors to the quarterly BCAR Pre-Release Meeting with the CFO & CRO and other forums, and facilitating dialogue, transparency and accountability among BCAR stakeholders through executive forums.Drives clarity in accountability by negotiating and assigning 1st and 2nd line responsibilities.Executes governance oversight by initiating and facilitating productive forums, where stakeholders can discuss, debate, and decide on key concerns related to BCAR governance.Refreshes and maintains the BCAR attestation framework in the context of regulatory and internal changes.Reports and escalates issues and unadjusted errors to senior management through the monthly Operating Group CFO/CRO results review and signoff meetings, Risk & Finance Enterprise Capital Forum, and other relevant meetingsEffectively challenges risk assessments undertaken by 1st line to ensure compliance with OSFI's Capital Adequacy Requirements (CAR).Negotiates with stakeholders to reach resolution on complex, contentious regulatory capital issues.May network with industry contacts to gain insights and best practices on BCAR Governance Oversight Program.Identifies potential risk situations/ impacts and make recommendations or escalates as per decision rights frameworks and guidelines.Researches existing or emerging requirements & related best practices to assist and develops recommendations for changes/enhancements.Applies expertise and creative and independent thinking 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 risk management experience in the financial industry and post-secondary degree.One or more of the following preferred: MBA Finance, CA, CFA, FRM.In-depth knowledge of regulatory capital requirements, OSFI's CAR guidelines and Implementation Notes and BCAR requirements or Basel Committee on Banking Supervision's Minimum Capital Requirements.Knowledge of products, services and activities and their regulatory capital and BCAR implications.Understanding of systems and technology issues related to BCAR.Expert communication and relationship management skills.Ability to manage multiple priorities with effective planning and organizing skills.Verbal & written communication skills - Expert.Analytical and problem-solving skills - Expert.Influence skills - In-depth.Collaboration & team skills; with a focus on cross-group collaboration - Expert.Able to manage ambiguity.Data driven decision making - In-depth.Compensation and Benefits:$92,400.00 - $171,600.00Pay 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.

Application Deadline: 05/02/2024Address:3985 Highway 7 EastProvides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.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:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).Accounting experience + CPA is an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.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.

Application Deadline: 04/07/2024Address: 979 Bank Street 6th FlrJob Family Group:Wealth Sales & ServiceProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.Develops internal/external networks and referral sources to grow business within the assigned region.Ensures that the region's client experience standards for financial planning and client relationship development are met.Acts as a trusted advisor to assigned business/group.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Works closely with Investment Advisors in the development and delivery of HNW management solutions.Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches.Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.Builds effective relationships with internal/external stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required.Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions.Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications.Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.Protects the Bank's assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.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:WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study.SWPC: minimum of 3-5 years of relevant experience and post-secondary degree in related field of study.Experience in selling to Investment Advisors or HNW clients.Experience in financial planning is an asset.CFP designation (IQPF in Quebec).MBA considered an asset.LL.B/LL.L/LL.M is considered an asset.Life Insurance designation is considered an asset.Working knowledge of financial planning software (NaviPlan an asset).Trust & Estate Practitioner.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$63,500.00 - $117,600.00Pay 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.

Application Deadline: 05/02/2024 Address: 3985 Highway 7 East Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client experience. Accounting experience plus Mandarin/Cantonese language skills are an asset. Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group. Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required. Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results. Develops internal/external networks and referral sources to grow business within the assigned region. Ensures that the region's client experience standards for financial planning and client relationship development are met. Acts as a trusted advisor to assigned business/group. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Works closely with Investment Advisors in the development and delivery of HNW management solutions. Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches. Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required. Generally, the SWPC is lead planner for clients with $5 - $7 million in investable assets with ability to take on larger client portfolios up to $10 million, as required. Provides coaching/training to Investment Advisors to support their delivery of wealth management solutions. Develops and executes regular sales campaigns and awareness articles for Investment Advisors through internal publications. Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals. Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients. Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives. Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings. Protects the Banks assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. 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: WPC: minimum of 1-3 years of relevant experience and post-secondary degree in related field of study. Experience in selling to Investment Advisors or HNW clients. Experience in financial planning is an asset. CFP designation (IQPF in Quebec). Accounting experience + CPA is an asset. Working knowledge of financial planning software (NaviPlan an asset). Trust & Estate Practitioner. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $63,500.00 - $117,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Position Description: We are Canada's largest independent information technology services firm, and after 48 years, we're still growing! Join Canada's largest IT Company as a Business System Analyst in our Financial Services Sector in Toronto.This role is hybrid and requires you to be at our client's office Toronto Downtown at a minimum 3 days per week - subject to change at any time.What will you do?• Understanding various product attributes from upstream, e.g. Lending product, Facility, Security, Security Finance Transaction(SFT), and Derivative, etc.• Picking up new concept and applying it quickly, e.g. LEF Risk Shifting for Credit Default Swap (CDS), SFT, Derivative, Guarantees, and LC Fronting, etc. • Performing data gap analysis, systems, processes and procedures as required for the project. • Create reporting mapping logic or requirement document • Communicating requirement to development and QA, performing testing, coordinating UAT testing and assisting production implementation• Contributing to the process re-engineering and process improvement where applicable. • Supporting user’s training and documentation as needed.• Report the BA team working status and raise concerns or issues that may hinder the project progress as planned to management and PMsWhat do you need to succeed?Must-have• Regulatory reporting experience • Lead BA - experience as PO or PM • Capital Markets experience o Knowledge in trade life cycle o Knowledge of different asset classes • Hands on experience with o FMPL, JSON, ISO o Data querying SQL • Strong in agile / scrum methodology • Experience in systems implementation, process improvements or systems re-engineering projects with a banking organization or consulting company.• Undergraduate degree or higher, preferable in Mathematics, Computer Science, Engineering or Finance• Knowledge of SDLC lifecycle, Agile, others• Experience in SQL • Advance MSWord, MS Project, MS PowerPoint and MS Excel, Visio, MS AccessNice to have • Experience with Dremio • Experience with mongodb • Understanding of Credit Risk reporting• Experience in data sourcing and mappings to cover major Capital Market and Retail financial instruments for both on and off -balance sheet.• Tableau#LI-MP1 Skills: Business AnalysisBusiness Process AnalysisBusiness Process ModellingData AnalysisFinancial ServicesRequirements AnalysisSolution AnalysisSQL What you can expect from us: Together, as owners, let’s turn meaningful insights into action.Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because… You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team-one of the largest IT and business consulting services firms in the world.

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 DescriptionSupportSupport Distribution partners in the acquisition of new business; participate and present in finalist presentations and implementation meetings on the Mid-Market Segments. Assist internal partners in acquiring new business by serving as a liaison; take part as a subject-matter expert in the short-list presentations and ongoing meetings for implementing new business.Respond to benefit plan inquiries and resolve escalated and complex inquiries from Plan Sponsors, Plan Advisors/Consultants, and internal department contacts. Owning and respecting the unique demands of each customer while being considerate of the time frame ensuring a thorough response.Champion for a successful outcome for all involved, the Service Relationship Specialist role is responsible for the successful resolution and negotiation of all service escalations. Advocate for a favorable conclusion for all parties. All service escalations must be successfully resolved and negotiate by the Service Relationship Specialist.Initiate Amendment requests ensuring that information is complete and outstanding requirements are obtained in a timely manner to meet deadlines and meet effective dates of plan changes. Collaborate with our Customer Experience/Operations teams to facilitate information-sharing and identify key issues with our online customer.Assist with general internal initiatives related to Group Benefits services, products, and procedures.Facilitate multiple meetings with our Plan Advisors/Consultants and Plan Sponsors as well as internal teams.Take on special projects and/or research assignments for client needs.AdviseAs the face of Manulife, you build and maintain successful and lasting relationships with existing and potential partners. Understand the intricacies and complexities of each Plan Sponsor's Group Benefits designs and the sophistication of the Advisors/Consulting houses. Prepare and analyze and interpret client reports for review. Generate client reports using web analytics platforms via various reporting tools, requiring analysis and comparison of many reports to ensure we are fulfilling our customer’s needs. Provide expertise on Manulife’s digital experience for group benefits clients (Web, mobile, voice), and highlight key features and functionality.Support group benefits clients in driving adoption of our digital tools and experiences among their plan members Provide reporting on digital uptake/usage to help group benefits clients understand overall plan health and identify areas of opportunity for education/engagement. You drive results by reviewing special requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies.Establish and maintain client relationships by identifying current or potential needs and promoting client retention.Providing recommendations on plan design, service options, technology solutions and any ongoing administration needs to the client.Applies understanding of legislative and privacy guidelines to assist in client meetings.EducateDeliver presentations to employee groups to facilitate enrolment and/or introduce their Group Benefits (in person or remote). Meet with plan administrators to train and educate them on effective methods of plan administration.Lead customer workshops and training around product updates & new features Maintain direct contact with clients/advisors, proactively planning your client meetings to ensure regular connections are made.When new products are launched in Group Benefits, take the Lead together with the Account Executive to learn, present and speak to these new services. Become the expert in delivering and educating clients on these services and how it affects their population and what amendments are required to their plans if any.Using our Seismic Tools to put presentations together to present and deliver our services to clients.Clients rely heavily on the Service Relationship Specialist on how to manage new services and products that are launched, or on any new legislative initiatives.Coaching mindset and abilities enabling to define solutions and delivering outcomes. Shared Responsibilities:Works with a Team of Account Executives and collaborates with other Service Relationship Specialists.Assist new Service Relationship Specialists with Job Shadowing and Buddy system to ensure all members of the team can successfully represent Manulife Group Benefits Services.This job description does not represent a comprehensive listing of job duties that are required of the employee performing this role. We reserve the right to change duties or assign additional duties at any time with or without notice.Job Requirements:Minimum three to five years of work experience in Group Benefits. In-depth knowledge and understanding of the Group Benefits products and services.Building and strengthening existing client and consultant/advisor relationships.Proven ability to take initiative, be a strong self-manager and display integrity.GBA designation or working towards the designation an asset.Good knowledge of underwriting concepts. Strong technical and demonstrated analytical skills using Microsoft Office products, Excel and/or PowerPoint, Web Analytics platforms, to arrange and display relevant information during customer business reviews.Excellent presentation skills and the ability to influence decision makers in various areas of organization.Supports, participates, and presents in Mid-Market Finalist Presentations to attain new and keep existing Business out to Market.Strong customer-facing skills including expectation management, communication skills, information management.Ability to work independently and in a team setting, self-starter, innovative thinking with a keen eye for results and driven by quality.Outstanding analytical, strategic, and problem-solving thinking ability - enabling the candidate to recognize issues, outline possible implications and suggest solutions.Relationship-oriented; must be comfortable working with a wide range of individuals at different levels, managing across, up, and down and self-manage to meet timelines of multiple priorities.Capability to determine sensitive client needs or issues.Must have a valid driver’s license and a personal automobile.Competencies:Proven ability to determine business priorities, meet goals, manage high volumes of work.Excellent analytical, problem solving, interpersonal, organizational and time management skills.Negotiation and influencing skills.Strong attention to detail.Champion of superior service delivery and customer service, oral and written communication skills.Good understanding and knowledge of Manulife’s administrative systems.Independent, self-motivated individual with ability to manage multiple tasks and deadlines simultaneously.Strategic and creative thinker focused on finding solutions to unique Plan Sponsor needs.Persuasive communicator with an ability to clearly articulate ideas and present information.Collaborating internally across multiple departments.Ability to be flexible and empathetic and ability to manage conflicts.Proficient in the use of modern technology.Know and understand the growth and persistency strategies.Presenting together with the Account Executives at Client Service Meetings. Taking initiative to prepare and structure these meetings.Service Relationship Specialist attends all meetings for client’s re-enrolment of flex benefits with our Admin Advantage Teams and helps facilitate and ensure all tasks are brought to completion.Attend ongoing service meetings, maintaining and facilitating action logs with head office areas.Excellent planning and project management skills with a confirmed ability to complete projects within tight timeframes.Must be fully bilingual both oral and written (in Quebec only).Decision Authorities: This role directly impacts the Sales, Profitability and Persistency of the overall Distribution offices.Keeping existing clients by ensuring any potential service issues are resolved promptly and putting checks in place to prevent issues from reoccurring.Educating Clients on Manulife’s Group Benefits services that they would benefit from.Key Challenges:Managing high volumes of work within tight time frames and balancing competing priorities.Working with many Advisors/Consultants and Account Executives and balancing their demands, needs and expectations.When a service issue is identified, these could have a financial implication, it is critical that the issue be managed to resolution while ensuring that service and quality are maintained.Working Conditions:Occasional travel will be required within your region to Client Meetings, Wellness Fairs, Employee Sessions.This role will occasionally require working outside traditional business hours to meet client needs. Example - employee sessions for night shift workers.Work Smart options are available.About 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] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$56,400.00 CAD - $94,000.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary 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.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.

Posting Title BAND 3 - Strategic Policy Advisor Position Classification Band 3 Union N/A Work Options Remote Location Abbotsford, BC V2S 1H4 CACampbell River, BC V9W 6Y7 CACranbrook, BC V1C 7G5 CAFort Nelson, BC V0C 1R0 CAHope, BC V0X 1L0 CAKamloops, BC V2H 1B7 CAKelowna, BC V1Z 2S9 CAMultiple Locations, BC CA (Primary)Nanaimo, BC V9T 6L8 CANelson, BC V1L 6K1 CAPrince George, BC V2N4P7 CASmithers, BC V0J 2N0 CASurrey, BC V4P 1M5 CAVancouver, BC V6B 0N8 CAVictoria, BC V9B 6X2 CAWilliams Lake, BC V2G 5M1 CASalary Range $86,200.00 - $122,100.01 annually Close Date 4/11/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Ministry of Finance Ministry Branch / Division Ministry of Finance Job Summary Bring your policy and legislation expertise to this leadership role.The Policy & Legislation Division provides policy analysis and advice to the Minister of Finance, Cabinet, the Deputy Minister of Finance, and other senior government officials. The Division is responsible for tax policy, intergovernmental fiscal relations, providing strategic oversight of BC Assessment, administering the annual Property Assessment Review Panel process, financial and corporate sector policy and data analytics, and directs the implementation of related government decisions through development and preparation of legislation.The Financial and Corporate Sector Policy Branch provides advice to the Minister of Finance on policy and legislation respecting financial institutions, securities law, pension standards, real estate regulation and corporate governance frameworks. The overall objective of the Financial and Corporate Sector Policy Branch is a fair, effective and efficient legal framework for the financial, real estate and corporate and commercial sectors, which facilitates economic activity and protects the public interest.The Strategic Policy Advisor provides analytical leadership within the branch by coordinating policy reviews and other projects and by providing general guidance and direction to less experienced analysts. The Strategic Policy Advisor is responsible to the Director or Executive Director for the overall success of a review or project including the quality of the analysis, practicality of the recommendations and completion within specified time periods.Job Requirements: University degree in law, economics, public administration, business or a related field; OR an equivalent combination of education, training and experience may be considered. Minimum two (2) years' related experience conducting independent research, analysis, and advice on complex issues, including evaluation of options and recommendations. Preference may be given to candidates with the following experience: Experience managing legislativeprojects and implementing policy decisions. Experience conducting research on issues affecting the financial services or corporate and commercial sectors. Experience preparing briefing materials and briefing senior officials. Experience consulting and corresponding with senior officials, both in and out of government. Experience in consulting and corresponding with industry representatives and the general public, including explanation of technical details on complex issues. Graduate degree in law, economics, public administration, business or a related field. More than two (2) years' experience conducting independent research, analysis, and advice on complex issues, including evaluation of options and recommendations. For questions regarding this position, please contact [email protected] .About this Position: Remote work is allowed, this position can work up to full time from their home in British Columbia subject to an approved telework agreement. The locations listed above are to assist applicants in searching for this opportunity and are not a complete list of locations. An eligibility list may be established to fill future temporary and permanent vacancies. Employees of the BC Public Service must be located in BC at the time of employment. This position is excluded from union membership.Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.The BC Public Service is an award-winning employer and offers employees competitive benefits, amazing learning opportunities and a chance to engage in rewarding work with exciting career development opportunities. For more information, please see What We Offer .How to Apply: Your application must clearly demonstrate how you meet the job requirements listed above.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.Questionnaire: YES - You will need to complete a basic questionnaire to demonstrate how you meet the job requirements.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Leadership and Management

Job SummaryJob DescriptionWhat is the opportunity? RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSPs, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value Group Advantage member clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. You grow and deepen client relationships by leading Group Advantage onboarding discussions and advice events and through discovering client needs and providing value added advice and solutions. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their childs education or recommending how to borrow for their Someday, your expertise will contribute to creating meaningful and memorable client experiences.This is a contract, work from home position but may involve some travel to cover Saskatchewan. The successful applicant must be mobile to work at all branches in Saskatchewan as required.What will you do?Communicate with clients to learn about their needs and help them achieve their goalsProvide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needsParticipate in RBC at Work Group Advantage events and member onboardingCollaborate with market-leading professionals in Group Advantage, financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert adviceLeverage technology to deliver on client experience and enable performance and retentionProactively take ownership of resolving and preventing clients banking problemsImplement contact and relationship building strategies, and support new client acquisition in local communityEducate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online bankingWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Certificate in Financial Services Advice, offered through the CSI (e.g., Personal Financial Service Advice and Financial Planning I)2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of the clientDemonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partnersAgile and adaptable to work in multiple environments, with strong presentation skills and comfort presenting in a group environmentDigital savviness across multiple platforms and devices (i.e. Sales platform, e-signature, mobile technologies. Comfortable navigating with and for clientsNice-to-haveFluency in a second languageActive in the local community, developing a solid network in the local communityFamiliarity with Group Advantage value propositionWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Competitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityJob SkillsClient Centricity, Communication, Critical Thinking, CuriosityAdditional Job DetailsAddress:3118 CLARENCE AVE S:SASKATOONCity:SASKATOONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:Contract (Fixed Term)Pay Type:SalariedPosted Date:2024-04-02Application Deadline:2024-05-03Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Application Deadline: 04/25/2024Address:100 King Street WestIn this position, you will make a meaningful and impactful contribution to BMO's Climate Risk Program by enabling ERPM's Environmental and Social (E&S) Risk Management to discharge its second-line oversight responsibilities for regulatory compliance risk regarding global prudential regulatory requirements on climate risk. Focused on the safety and soundness of financial institutions, prudential regulators and supervisors across BMO's global footprint have issued climate risk management guidance driving the design and implementation of our climate risk management framework. To meet the compliance expectations of Canadian and U.S. prudential regulators (e.g., OSFI Guideline E-13, OCC Heightened Standards), we are standing up a Regulatory Compliance Program (RCP) in alignment with BMO's Oversight Functions' Regulatory Compliance Program Manual (OF RCPM).Under the leadership of the Director, Prudential Regulatory Affairs & Compliance, the Senior Advisor, Prudential Regulatory Compliance will be responsible for handling the end-to-end development, management, and maintenance of our RCP on the Bank's Governance, Risk, and Compliance Engine (GRCE) (e.g., regulatory inventory, stakeholder accountabilities, regulatory compliance risk assessment process, key controls, monitoring and testing, issues management, etc.); liaising with Legal, Regulatory and Compliance (LRC's) Corporate Areas Compliance and other internal stakeholders; and otherwise ensuring that the Regulatory Compliance Program s (RCP) satisfies the expectations set out in the OF RCPM. Develops and maintains an effective internal control framework that defines the ways and methods governance is implemented, managed, and monitored in the designated business/group portfolio, with a focus on prudential regulatory requirements on climate risk management. The governance framework includes policies, guidelines and provides programs, practices and measures to promote transparency, accuracy, consistency across groups. Applies specialized knowledge of risk management, regulatory compliance and internal controls related to business processes and information.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.May network with industry contacts to gain competitive insights and best practices.Interprets new regulations and assesses impacts to the internal controls governance framework/program.Develops reports on the status of the governance program or framework components to various internal & external stakeholder audiences.Influences and negotiates to achieve business objectives.Identifies emerging issues and trends to inform decision-making.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Measures the effectiveness of risk governance system and framework; recommends changes as required.Conducts independent analysis and assessment to resolve strategic issues.Leads the development and maintenance of the internal controls governance system and framework.Acts as the prime subject matter expert for internal/external stakeholders.Designs and produces regular and ad-hoc reports, and dashboards.Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Manages the review and sign-off process for relevant regulatory reporting.Leads and integrates the monitoring, measurement & reporting on the status of the internal controls governance framework/program to internal & external stakeholders.Leads the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines.May provide specialized support for other internal and external regulatory requirements.Provides input into the planning and implementation of ongoing operational programs in support of the model validation/risk framework.Leads in the design, implementation and management of core business/group processes.Develops governance and control-related solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on the implementation of the control framework, including effective challenge.Performs testing on design of controls as required e.g. observation, inspection, replication, recalculation to ensure risks are identified and controls are effective.Reviews processes and identifies opportunities for risk mitigation through proposing new controls or revising existing controls.Identifies where corrective actions are required and escalates per guidelines; ensures corrective action is taken as necessary.Coordinates and participates in the execution of oversight/governance activities including reporting; assessment of education & training needs, development/delivery of training; development and execution of regulatory administration processes & procedures; management of review/updates to policies, etc.Consults with stakeholders to improve consistency and transparency of control measurement/metrics and reporting.Assists with the interpretation of new or changing regulations and assessing impacts to the governance frameworks.Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/regulatory directives and guidance.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Analyzes data and information to provide insights and recommendations.Documents the internal control governance system, processes and framework to describe compliance requirements, activities, processes, roles & responsibilities.Develops tools, checklists and communications to address gaps, issues and new requirements.Monitors and tracks performance; addresses any issues.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study (law, accounting, compliance, business, fina) or an equivalent combination of education and experience.Experience in risk management, audit, compliance and/or governance and/or project management is preferred.In-depth knowledge of business and regulatory environment.In-depth/expert knowledge & experience with risk policy frameworks; quality control/testing frameworks. e.g. SOX 404, COBIT and COSO frameworks.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: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.