Overview of salaries statistics of the profession "Personal Lines Insurance Advisor in Canada"

Application Deadline: 05/30/2024 Address: 33 Dundas Street West Job Family Group: Technology The Team: Our mission is to provide BMO Branches and customer-facing colleagues with the best technology experience to enable a world-class customer experience. Our expertise lies in defining, developing, building and evolving the future architecture of our Branch platforms and systems. We strive to ensure the highest availability, reliability, and resiliency of our technology applications to support the branch operations. Our Ambition: Guided by our mission to deliver customer-centric and business-enabling enterprise-grade systems and applications, our focus is unwavering. We are committed to achieving the highest quality with the shortest time-to-market while utilizing best-in-class engineering practices and adopting agile ways of working. Security and world-class resiliency are integral aspects of our pursuit to best-in-class service delivery. Our contribution aligns with BMO's strategic priorities, delivering not just solutions, but a commitment to quality, efficiency, and operational excellence and resilience in every aspect of our work. The Impact: This is a Business-to-Consumer (B2C) and Canadian P&BB Technology Leadership role with a large, impactful, and highly visible mandate driving complex platform modernization and leading critical delivery and transformation roadmaps. The Managing Director, Branch Technology Platforms leads strategic initiatives, builds future state architectures, defines standards, fosters knowledge sharing and collaborates with various business, Technology and Operations (T&O), and external executives and senior partners and stakeholders to achieve our vision. Be a part of a unique opportunity to define and enable BMO Branch technology vision and directly impact BMOs One Client vision. What's in it for you: We are looking for a transformational technology leader to drive the execution of strategic initiatives that will achieve our technology, delivery business vision. You will lead and develop platforms, applications and solutions centered on building a digitally enabled, future-ready bank with leading efficiency, profitability, and loyalty - all powered by a Winning Culture. In this role, you will be responsible for defining strategy, designing roadmaps, leading development teams, driving principles and standards that will achieve future state architecture and enable our digital factory. The ideal candidate should have deep expertise in platform development, distributed systems, and a desire to drive change through technology enablement across the bank. The role requires the candidate to be proficient in modern cloud, microservices and technologies. In this role you will propel BMO's Digital First strategy forward by providing business and technology necessary leadership to realize a Future Ready platforms and applications ecosystem. Reporting to the Head, Channels Technology, the Managing Director Branch Channels, has North American scope and is responsible for developing the end-to-end accountability for Branch Channels within Channels Technology. They are accountable for the business partner relationship with the senior executives of all BMO Branch Channels and all related BMO Lines of Business (P&BB and Wealth). Included in the Managing Director portfolio are financials, projects, resourcing, service delivery, strategy, app ownership and evolution. The role provides management oversight, governance and monitoring for day to day and technology solutions. The role will focus on effective teams integration between Branch Technology Solutions, Digitization, Business Process Resort and Home Finance to improve delivery and execute an overall Branch strategy and roadmap. The role is accountable for managing a team of 5 direct reports, 300+ employees and contractors and over $35MM of annual budget. Responsibilities: Strategy & Planning Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Works with executive leaders to identify, develop and execute recommendations for short and long-term strategic directions/opportunities in support of the achievement of the business plan objectives and overall results. Supports the business case development by identifying needs, analyzing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Stakeholder & Operational Management Ensures optimal decision-making between internal stakeholders, including between the business/group and Technology senior leaders. Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Acts as a prime contact for internal/external stakeholder relationships, which may include regulator Reviews, approves, and provides expert guidance on the Operational Vision (or business case) and application architecture. Drives creation of proper planning process (e.g., development of a pandemic plan and development of a Business Continuity Plan) to ensure performance, availability, and problem recovery of platform applications in achieving the agreed Service Level Agreements (SLAs). Delivery & Execution Directs and provides oversight of delivery and execution across portfolio, maximizing the values of integrated development, testing and service delivery within each of the channels Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Receives escalations from the team and works with Extended Teams and relevant parties to remove blockers and problem solve Monitors and tracks delivery performance (SLAs/ KPIs), and addresses any issues. Analyses historical and real time data to identify areas for improvement and drives action plans to implement. Managerial Leadership Sets organizational/ team goals and executes on overall BMO strategy, senior leadership direction and ongoing needs analysis. Establishes achievable objectives including planning, implementing and continuously evaluating team performance against these objectives. Provides support, coaching and mentorship as required, based on management team maturity level. Attracts top talent to build a high performing team Encourages Training, learning & development to grow and retain talent Qualifications: 15+ years of work experience in technology and business environments. Degree in computer science, engineering, or information systems. Proven experience in Technology Leadership and software theory, practice, concepts, and emerging technologies. In-depth knowledge of Software Development Life Cycles and Waterfall and Agile delivery practices and ways of working. In-depth knowledge of project/portfolio management methodology and its applicability to successful delivery of technical change. Experience driving the Technology Transformation for Branch Channels Proficient in identifying strategic technical direction of cloud, distributed systems, continuous Integration/deployment/testing/monitoring/security/improvement, systems management, enterprise data and access layers. Possesses a deep understanding and problem-solving ability of various complexities. Expert knowledge in the techniques that go into producing designs of complex systems, including requirements discovery and analysis, formulation of solution context, identification of solution alternatives and their assessment, technology selection, and design configuration. Ability to see and communicate the big picture in an inspiring way, being forward looking and staying ahead of industry and technology trends to generate new and innovative approaches to problems. Motivated by success and passionate about working and achieving higher results. Persists to complete responsibilities, even in the face of difficulties. Optimistic and tenacious all through. Expert in verbal and written communication. Expert in analytical and problem-solving skills. Expert in influence skills. Expert in collaboration and team building skills with a focus on cross-group outcomes. Expert in data driven decision making. Please note the target base salary range for this specific position is noted as a range from $175,000 CDN to $190,000 CDN Compensation and Benefits: Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Hours 35 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview TD Insurance is part of TD Bank Group, one of Canada's largest financial institutions. TD Insurance helps protect clients from the 'accidents of life' with a wide range of products including credit protection, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance authorized products and services are available online, over the phone, and through a network of more than 1,000 TD Canada Trust branches. In Canada, we have two lines of business, General Insurance and Life and Health. Our General Insurance business is one of the top home and auto insurance groups in Canada and the national leader in group insurance and affinity marketing. Our Life and Health business is the number one provider of critical illness insurance and direct life and health insurance in Canada. At TD Insurance, we are committed to fostering an inclusive, accessible environment. With a Canada-wide workforce of over 4,000 employees and offices in Atlantic Canada, Quebec, Ontario and Alberta, our company is always growing and can help you to grow. TD Insurance offers a stable and dynamic work environment where talent is appreciated and professional development is taken seriously. More than just a job, we offer rewarding careers . Job Details The TD Insurance Auto Centers are a 'one stop shop' for a customer's auto claim needs, where a customer can drop off their vehicle, pick up a rental and speak to a claim's professional. We strive to build deep and long- lasting relationships with our customers, by understanding their needs and providing personalized trusted advice. Join the TD Insurance Auto Center team and think like a customer, act like an owner, innovate with purpose and execute with an impact. Responsibilities include but are not limited to the following: • Engage customers in conversations to understand and meet their needs by providing them with advice and service regarding coverage and the claims process • Provide sound claims advice at every customer interaction to create a legendary customer experience; look for ways to contribute to the on-going improvement of the overall customer experience • Ensure customer problems are handled appropriately and escalating issues when necessary; refer customers to appropriate team members or internal partners as appropriate • Demonstrate flexibility to be able to change activities based on customer and business needs • Create a legendary customer experience at every interaction and look for ways to contribute to on-going improvement of the overall customer experience • Prioritize and manage own workload to meet SLA requirements for service and productivity • Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate • Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for claims assessment and litigation • Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary • Support the timely and accurate completion of business processes and procedures • Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations • Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others • Identify, recommend and effectively execute standard practices and procedures applicable to insurance claims • Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite • Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct • Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques • Participate in personal performance management and development activities, including cross training within own team • Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities • Apply foundational level of knowledge to handle routine with minimum risk • Handle some limited situations for Core Auto • Has limited claim settlement authority and requires next level approval for claims in excess of their authority limit • Complete work within specifically defined parameters with guidance /direction from management as necessary • Leverage the Claims Resources Team to make file decisions on liability and assessment Job Requirements • Claims or Insurance experience is an asset that is preferred • AMF License Credentials (Claims) is preferred and a very strong asset • Undergraduate degree is an asset • Strong communication skills • Organization & time management • Bilingualism (English / French) • Customer service oriented Proficiency in Other than French This position requires proficiency in a language other than French to support or deal with employees who require services and support in a language other than French. Additional Information This role has a hybrid work schedule requiring employees to work approximately half of the month from home and the other half on-site at the auto center; this is not an entirely remote role. In order to be considered for this role, applicants must be bilingual and comfortable working with clients in both languages . Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!

Hours 35 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview "Welcome to TD, how can I help?" Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than 25 million clients. TD Insurance colleagues are part of the greater TD family with a focus on helping protect our clients through the "accidents of life". Whether it be credit protection, life, health, travel, or auto insurance, we are here to help over three million Insurance clients across the country. Every day is an opportunity to learn, grow, and help our clients feel confident that we'll be there for them anytime they need us... Whether it's to proactively protect, or support during an unexpected moment in life - we are there for them!Job Details As a TD Insurance Advisor, you will provide solutions and counsel to new and existing TD Insurance clients. You will be goal oriented and strive to deliver business results. You will bring a passion for helping clients meet their needs with the right home and auto insurance coverage, all while always remaining purpose driven and devoted to delivering consistent, predictable and Legendary Experiences, every time. You are the voice of TD and your role is to: Think Like a Customer by asking questions and actively listening so you can effectively offer product solutions to our clients on every call, delivering legendary experiences and trusted advice. Act Like an Owner by contributing to an engaged culture that is committed to delivering business results and contributing to our communities. Execute with Speed and Impact by coming into work at your scheduled time, identifying and meeting your clients' needs, and protecting the Bank from risk. Innovate with Purpose by finding ways to simplify the way we work; solving problems effectively the first time. Develop Yourself and Colleagues by embracing diversity and respecting your colleagues; sharing best practices and supporting one another to achieve personal career goals with TD.As part of our Contact Center team, you will: Feel confident about yourself and your future by joining a team of skilled Agents that are committed to supporting your journey. We will invest in your career, setting you up for success with Insurance Licensing preparation, product and service training and dedicated coaching to ensure you are supported every step of the way. Thrive in an environment where diversity and inclusion are part of our core values; where you can bring your whole self to work and feel included and respected. Build your skills and gain new perspectives to succeed today and tomorrow in a rapidly changing world, with ongoing development and career path opportunities across TD to help you achieve your goals and build an exciting career. Have endless opportunities to take your career to new heights within the TD Family. When you join TD Insurance, it is only the beginning of your financial industry career. Enjoy a competitive salary, pay for performance incentives, reward & recognition programs, that show you how much we appreciate your commitment and contributions to our success. Receive a comprehensive benefits package that goes beyond just your health to help you achieve financial, mental, and physical well-being, which includes: • Competitive healthcare benefits that allow you to choose the coverage right for you• Employee Family Assistance Program to help you in unexpected moments in life• Employee Banking Benefits on mortgage financing, personal loans, credit cards, as well as preferred group rates on home and auto insurance• A variety of discounted events, attractions, hotels, technology, wellness, home services, apparel and much more, offered through our partners.• Discounted gym memberships• Staying connected with discounted wireless plans through Rogers, TELUS, and Bell• Saving on vehicles, childcare and even leisure travel with TD negotiated employee pricing and incentivesJob Requirements • Undergraduate Degree and/or • 2+ years relevant experience and/or • Home Province Insurance Licensing Completion an assetAdditional Information Work from Home Eligibility & Requirements You will begin your employment with us working from home, if you meet the criteria of the work from home program. The criteria for participation in this program includes, but is not limited to, a private quiet workspace and high-speed internet bandwidth. As the world recovers from the pandemic and we begin to return to office, these requirements may be subject to change based on the terms of the work from home program. Be confident you'll become the very best you can because we are committed to your ongoing development and growth. You can unlock your full potential and achieve your career goals while building your skills and gaining new perspectives. Your Commitment to training will include: • 2 Weeks of Licensing Preparation (4 weeks for Quebec) • Home Province Exam Licensing Pass (+5 Days Quebec Law) • 3 Month Inclusive Service Training & Practicum Program • Training is scheduled at 35 hours per week with full time attendance required. Scheduling Commitment to be determined upon successful licensing and completion of service training with proven proficiency in core capabilities. Are you ready to choose TD and be part of an exceptional team of individuals who are committed to making a difference in people's lives, at work, and in the communities, we live in? We want you! Click here to apply...Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!

Hours 35 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview "Welcome to TD, how can I help?" Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than 25 million clients. TD Insurance colleagues are part of the greater TD family with a focus on helping protect our clients through the "accidents of life". Whether it be credit protection, life, health, travel, or auto insurance, we are here to help over three million Insurance clients across the country. Every day is an opportunity to learn, grow, and help our clients feel confident that we'll be there for them anytime they need us... Whether it's to proactively protect, or support during an unexpected moment in life - we are there for them!Job Details As a TD Insurance Advisor, you will provide solutions and counsel to new and existing TD Insurance clients. You will be goal oriented and strive to deliver business results. You will bring a passion for helping clients meet their needs with the right home and auto insurance coverage, all while always remaining purpose driven and devoted to delivering consistent, predictable and Legendary Experiences, every time. You are the voice of TD and your role is to: Think Like a Customer by asking questions and actively listening so you can effectively offer product solutions to our clients on every call, delivering legendary experiences and trusted advice. Act Like an Owner by contributing to an engaged culture that is committed to delivering business results and contributing to our communities. Execute with Speed and Impact by coming into work at your scheduled time, identifying and meeting your clients' needs, and protecting the Bank from risk. Innovate with Purpose by finding ways to simplify the way we work; solving problems effectively the first time. Develop Yourself and Colleagues by embracing diversity and respecting your colleagues; sharing best practices and supporting one another to achieve personal career goals with TD.As part of our Contact Center team, you will: Feel confident about yourself and your future by joining a team of skilled Agents that are committed to supporting your journey. We will invest in your career, setting you up for success with Insurance Licensing preparation, product and service training and dedicated coaching to ensure you are supported every step of the way. Thrive in an environment where diversity and inclusion are part of our core values; where you can bring your whole self to work and feel included and respected. Build your skills and gain new perspectives to succeed today and tomorrow in a rapidly changing world, with ongoing development and career path opportunities across TD to help you achieve your goals and build an exciting career. Have endless opportunities to take your career to new heights within the TD Family. When you join TD Insurance, it is only the beginning of your financial industry career. Enjoy a competitive salary, pay for performance incentives, reward & recognition programs, that show you how much we appreciate your commitment and contributions to our success. Receive a comprehensive benefits package that goes beyond just your health to help you achieve financial, mental, and physical well-being, which includes: • Competitive healthcare benefits that allow you to choose the coverage right for you• Employee Family Assistance Program to help you in unexpected moments in life• Employee Banking Benefits on mortgage financing, personal loans, credit cards, as well as preferred group rates on home and auto insurance• A variety of discounted events, attractions, hotels, technology, wellness, home services, apparel and much more, offered through our partners.• Discounted gym memberships• Staying connected with discounted wireless plans through Rogers, TELUS, and Bell• Saving on vehicles, childcare and even leisure travel with TD negotiated employee pricing and incentivesJob Requirements • Undergraduate Degree and/or • 2+ years relevant experience and/or • Home Province Insurance Licensing Completion an assetAdditional Information Work from Home Eligibility & Requirements You will begin your employment with us working from home, if you meet the criteria of the work from home program. The criteria for participation in this program includes, but is not limited to, a private quiet workspace and high-speed internet bandwidth. As the world recovers from the pandemic and we begin to return to office, these requirements may be subject to change based on the terms of the work from home program. Be confident you'll become the very best you can because we are committed to your ongoing development and growth. You can unlock your full potential and achieve your career goals while building your skills and gaining new perspectives. Your Commitment to training will include: • 2 Weeks of Licensing Preparation (4 weeks for Quebec) • Home Province Exam Licensing Pass (+5 Days Quebec Law) • 3 Month Inclusive Service Training & Practicum Program • Training is scheduled at 35 hours per week with full time attendance required. Scheduling Commitment to be determined upon successful licensing and completion of service training with proven proficiency in core capabilities. Are you ready to choose TD and be part of an exceptional team of individuals who are committed to making a difference in people's lives, at work, and in the communities, we live in? We want you! Click here to apply...Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!

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 ArrangementHybridJob DescriptionThe opportunityManulife’s insurance business is a multifaceted and industry-leading area that includes a world-class underwriting organization. The Underwriting team is growing! We are looking for a high-energy, passionate, customer-obsessed, and creative individual to join our leadership team to help manage day-to-day business operations and drive performance through transformation.Reporting to the Managing Director of Underwriting, the Underwriting Manager is primarily responsible for operational effectiveness and developing and supporting our strategy to ensure timely, cost-effective service.ResponsibilitiesLead service delivery of the Underwriting area within the established service level agreements, handling escalated customer issues and ensuring the operations provide real value to our customers.Take personal ownership of consistently meeting standards and targets.Improve the efficiency of staff by recruiting and developing highly cohesive and motivated teams, evaluating individual and team performance, addressing performance-related concerns, initiating corrective action, conducting staff performance appraisals, managing reward and recognition, and talent management.Provide leadership and technical direction for the development of staff, and the creation of a positive and productive work environment.Build and maintain strong internal and external working relationships including presentations to advisors and distribution or office visits when needed.Ensure ongoing partnerships and collaboration.Work with multiple teams in all locations to ensure quality and service.Innovative and always looking for opportunities to continually improve our business and serve our customers.How will you create impact?The role provides overall management direction and builds and leads a successful Underwriting team. This is accomplished through effective recruitment, retention, and development of staff and the creation of a positive work environment that encourages participation, ownership, responsibility, innovation, initiative, integrity, and a sense of pride in the operations and in Manulife.To succeed in this role, you need to thrive in a fast-paced and dynamic environment and commit to service excellence through building effective relationships across the organization at all levels. As a representative of Manulife’s brand, you will be encouraged to model our values and understand our business strategy and mission.The Underwriting team is 120 strong consisting of Individual, Affinity, and Group business which supports multiple distribution channels including Advisor Services, Managing General Agencies, and National Accounts. The business services both advisors sold and direct to client markets. Several product lines such as Life, Critical Illness, Disability, Mortgage Creditor, and Health and Dental are handled by the underwriting team. The team is also diverse in people and location. We have people in all offices as well as working-from-home individuals. The Underwriting team is responsible for risk assessment, analyzing experience, and projecting trends.What motivates you?You obsess about customers, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking for?For Québec candidates, bilingualism is required (French/English) -The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.Demonstrated leadership skills and accountabilities including staff development and team engagement.Excellent understanding of Insurance Products and Industry knowledge - underwriting background an asset specifically living benefitsOutstanding relationship skills, building strong relationships with internal and external business partners.Resilient and adaptable when working under business pressures and sales deadlinesSuperior communication skills, both written and verbalExcellent negotiation, influencing, problem-solving, and decision-making skills.Ability to effectively work with a remote and geographically diverse team.Willingness to problem-solve directly with key stakeholders.Strong operations orientationResults OrientedPresentation skillsDedication to learning and professional developmentWhat can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.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 LocationWaterloo, OntarioSalary range is expected to be between$78 975,00 CAD - $142 155,00 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.

Application Deadline: 04/18/2024Address:60 Yonge StreetThe Underwriter is accountable for assessing the early death and early incidence of a critical illness for the purpose of determining accurate underwriting mortality and morbidity. This role is accountable to assess complex medical and avocational histories including current financial concepts in the Individual Life insurance space. This role is accountable to assess individual risk in accordance to established underwriting principles within their signing authority. This role is required to have advanced critical thinking, communication, negotiation and interpersonal skills. This role is also required to have advanced knowledge of current industry trends and a strong command of data and analytics skills. Accountabilities Medical/Non-Medical/Financial UnderwritingFollow the underwriting principles, directives, guidelines & manuals to assess the underwriting risk for New Business applications, Policy Changes for various product lines and distribution channels (Advisor, Direct, Creditor), including but not limited to the following key activities:Calculate appropriate age/amount requirements, auto/jumbo limits and initial and ultimate face amounts of coverage in accordance with external reinsurance treatiesReview and assess AML and governance risk in advance of placing the contract inforceAdjudicate client risk factors in the application and corresponding data elements in order to decide on the right mortality or morbidity riskReview and assess information from Attending Physician Statements and other medical specialists in order to assess life expectancyReview and determine Fair Market Value of Corporately owned policies to ensure amounts of coverage are justifiedWork with client advisory partners (Tax planners, Accountants, Lawyers) to ensure that data is accurately reflected in the risk assessment that is made, insurable interest and review of sales concept involvedLiaise with specialists, such as actuaries, medical providers or doctors, to understand the medical risk and other non-medical risk factors for the identified case Calculate underwriting decision and corresponding mortality rating based on medical experience and training, discussions with internal Medical Doctors, Reinsurance and ActuarialDecide whether the risk should be shared with a re-insurer and negotiate reinsurance agreements on all individual casesDecision the insurance policy and specify any additional conditions to be imposed based on the overall underwriting risk assessmentUpdate system and document notes and prepare for audit reviewCheck in force policies to ensure appropriate initial and ultimate amounts calculatedEnsure that the treaty terms for each Reinsurer on each product line is well understood and followed. Treaties are available to Underwriters and are housed in the Actuarial DepartmentEnsure MIB properly reviewed and coded on each caseEnsure communication is free of any personal comments. Documentation must be clear and concise and outlines methodology of risk assessment for auditing purposesPerform presentations and onsite visits with Nesbitt EIA's, Advisory brokers and Managing General Agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsAML (Anti-Money Laundering) Risk FrameworkRisk score all Universal Life clients and reviewing case parameters according to internal AML guidelinesWork with Corporate AML office on any findings required to change internal policy and procedures for underwritingPerform review of client applications and disclosuresAssess corporate entities based on shareholder ownership and company financialsSupport internal Business Unit Governance team on investigations and suspicious underwriting filesReinsurance NegotiationsReview and assess reinsurance decisions for market competitivenessNegotiate complex medical/non-medical/financial cases with reinsurer to obtain best offerReserve and manage appropriate capacity for large casesCalculate and reserve appropriate initial and ultimate amounts through reinsurance treaty parameters to anticipate future growth liabilitiesProvide insight and feedback to Director Underwriting on trending reinsurance decision and emerging trends for future RFP treaty negotiationsRisk ManagementFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesMust be clear and concise and outlines methodology of risk assessment for auditing purposesVisit brokers and managing general agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAuthorities To deliver on these accountabilities, these roles must have the following authorities:Information Access - Authority to use and access confidential information related to customer information, product and financial information. Authority includes accessing the internet for the purpose of gathering relevant data and current updates.Cross Functional Relationships To MGAs and brokersPerform analysis and provide feedback on quality of business to Director or Underwriting and VP Business DevelopmentProvide detail outcome of underwriting decision taken based on sound medical and financial underwriting analysisPerform presentations to MGA's and independent advisors on industry trends and complex medical underwriting filesMedical DoctorsReview and analyze reinsurance manuals to ensure accurate decision and adherence to reinsurance guidelines based on current reinsurance treaties in effectIdentify any blood/urine specimen trends and abnormalities based on parameters set by VP and Chief Corporate UnderwriterDecision complex medical situations to obtain complete picture for an accurate assessment of underwriting riskTo New BusinessIdentify missing information or additional information required to underwrite applications and advise New Business to gather the required informationAction application as per standards when New Business has updated the system with new informationEnsure system is clearly updated with decision including reinsurance and any applicable amendments, endorsements and/or special instructionsTo ReinsurersSubmit accurate information based on in force, initial and ultimate amounts on all facultative casesEnsure that treaty terms all well understoodEnsure that all accepted offers are communicated in timely manner and files updatedNegotiate the most competitive decisions based on qualitative material information gathered and sound judgmentTo ActuarialLiaise on reinsurance treaty termsLiaise on all special quote requestsLiaise on illustrations as requiredLiaise on Policy Changes as required and any special requests from Sales/Marketing Qualifications :KnowledgeUndergraduate degree5-10 years experience in an underwriting environmentALU II - working towards F.A.L.U.SkillsBusiness Numeracy (In-depth)Analytical skills (In-depth)Negotiation skills (In-depth)Bilingualism French and English is requiredCommunicationGrade: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: 04/11/2024Address: 100 King Street WestJob Family Group:Audit, Risk & ComplianceProvides oversight, analysis, subject matter expertise and review of key policies, procedures, and reporting related to financial crime risks for Personal and Commercial Banking Anti-Money Laundering Requirements. Implements and monitors risk management framework, governance framework, and practices leveraged across BMO to manage AML, TF & Sanctions risks. The Manager will work with stakeholders to provide insights and recommendations to key AML controls, data, metrics, trends, monitoring, and policies and procedures. The Manager will work with different Operating Groups and Lines of Business to ensure alignment across the enterprise and apply critical thinking to make strategic decisions. This includes managing and analyzing identified issues and trends, project engagement across all areas of Personal and Commercial Banking and ensuring adherence to AML established service levels, compliance standards, and practices. Will work with stakeholders to implement the methodology, metrics and program standards and ensure appropriate visibility and assessment is completed pertaining to key identified AML controls and control output.Acts as a trusted advisor to Personal and Commercial Banking Canada.Guides/assists in the identification and classification of issues; recommends action plans and provides oversight of issue management and completion.Recommends and implements solutions based on issue analysis and business implications.Influences and negotiates with stakeholders to achieve business objectives.Assists leadership and business in determining priorities, development, and execution of strategic plans.Identifies emerging issues and trends that may be complex in nature and requires AML/ATF subject matter expertise, including (but not exclusive to) complex reviews of business artifacts, customer and transaction data and technology requirements.Research existing or emerging requirements & related best practices to assist and develops recommendations for changes/enhancements.Assists with the interpretation of new or changing regulations and assessing impacts to the governance frameworks.Provides insights and recommendations, including through formal verbal and written mediums. Drafts reports, communications and presentations that are concise and clear, articulating critical analysis of identified issues/trends or escalations such that they are well understood, unambiguous and actionable.Conducts independent analysis and assessment to resolve strategic issues.Leads the development and maintenance of the governance system and framework as well as the review and analysis of key control outputs, trends with supporting documentation.Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.Represents the risk program / governance structure during internal/external regulatory audits and/or examinations.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Leads in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Assesses education and training needs for the business and assists to develop and deliver training.Leads and integrates the monitoring, measurement & reporting on the status of the financial crime risk governance program to internal & external stakeholders.Includes communication with key stakeholders on actionable results of critical analysis of key controls and trends impacting Personal and Commercial Banking.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 financial crime risk framework.Leads/participates in the design, implementation, and management of core business/group processes.Administers and maintains financial crime risk program activities in adherence to all policies, procedures, and established processes.Identifies potential risk situations/ impacts, and make recommendations or escalates to the manager, as per guidelines.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 e.g., business stakeholders and Corporate Support Areas (CSAs) in providing 'second line of defense' financial crime risk management support.Analyzes data and information to provide insights and recommendations; includes identification of risk impacts for new processes and workflows related to initiatives.Maintains tools and templates for financial crime risk programs (e.g., AML Legislative Compliance Program), as required.Act as first point of contact for incoming business queries related to AML. Provide effective challenge to problem statements and potential solutions.Provide guidance and recommendations to the business in consideration of the PCMLTFR, Enterprise AML Program, and business polices and risk appetite by maintaining a risk-based approach.Work with stakeholders and use in depth business knowledge and data of its customers, channels, and products to appropriately conduct risk assessments.Work collaboratively with leadership and the team to create efficiencies and identify opportunities to increase productivity.Able to work independently and with agility to change course and demonstrate strong risk management in a rapidly changing regulatory environment. Able to maintain Satisfactory Audit Results by working with key stakeholders and business in identifying any program gaps and completion of BAU activities.Manage and support downstream impacts to AML Program requirements due to changes and new guidance introduced BMO Compliance.Able to take initiative in identifying opportunities to get exposure to new challenges and different work streams to gain further knowledge and understanding of overall AML Risk and its impact at the enterprise level.Demonstrate leadership to ensure AMLO P&BB team serves as key leading stakeholders in model development, change review, and strategic priorities; ensuring team SME is leveraged in any model related decisions and changes as it pertains to second line oversight and challenge.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.In-depth knowledge of financial crime risk management practices.In-depth knowledge of the designated business / product portfolio.In-depth knowledge of regulatory requirements.In-depth knowledge of quantitative techniques and economic capital methodologies.In-depth knowledge & experience with risk policy frameworks; quality control / testing 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.Compensation and Benefits:$68,000.00 - $126,000.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

National Bus Sales Advisor - Winnipeg Our company was built on the dream of a pioneering entrepreneur, and that spirit continues to empower our work with businesses across Canada today. The Rogers Business team helps organizations of all sizes adapt, scale, and win with network services and other innovative technology solutions that are reliable, secure, and scalable. These solutions are built to allow businesses to operate more efficiently, reduce costs and improve productivity and collaboration. We are looking for team members who have a passion for delivering industry-leading value to customers and businesses in the communities where we live and work, so come build a rewarding career at Rogers and be a driving force behind our success story!We are looking for aNational Business Sales Advisor to join our team in Winnipeg, MBwho isdriven, talented and a motivated individual who upholds a strong work ethic with an entrepreneurial spirit and an achievement-oriented attitude. By joining our winning Inbound Sales Team, you will have a chance to utilize, innovate and grow your current skillset. As a member of the National Inbound Sales team, you will play a pivotal role in managing key relationships, be responsible for solution selling by acquiring new customers as well as growing existing customer accounts for Rogers Small Business customers while promoting the benefit of the full portfolio of Rogers' small business solutions.Reporting to the Sales Manager, National Inbound Sales, this position is responsible for over the phone and chat solutions conversations through excellent sales and services presentations skills of the entire portfolio of Rogers small business solutions to Canada's Small Business owners and operators.This will include:Business Wireless Rogers Unison Business TV, Internet, and Phone Lines Business Solutions (Fixed Network, Internet of Things and Data Center) Cisco Meraki products (Advantage: Wi-Fi, Solutions Bundles, Security, Voice, Surveillance, LTE)What you will be doing: Build, maintain, and deliver world class client experience on every interaction. Handle inbound sales call types to understand the customer's needs and offer customized solutions such as Wireless, Wireline, Internet Of Things/, Fleet Management and Data Center Solutions. Experience in an outbound/outside B2B hunting role, or equivalent combination of proactive B2C sales. Highly process oriented. Expert knowledge of Rogers internal processes is an asset. Meet and exceed monthly sales targets by demonstrating and using customer focused behaviours. Work in a fast-paced environment that requires a high degree of multi-tasking, adaptability, and collaboration with others. Ask open-end effective probing questions to identify opportunities and to impact and influence sales with our SMB clients. Work effectively and collaborate with the other teams to create top tier treatment for our clients. Maintain personal self accountability with training and coaching on a daily, weekly, and monthly basis to consistently be the expert on our product and solutions. Perform end to end order entry through multiple sales and service order entry tools. Participate in activities that drive collaboration with cross functional teams and partners for a continuous performance improvement. Conduct all business as per Rogers Business Code of Conduct. Attend product trainings, team meetings and planning sessions as required or when called for. What you will bring: Excellent interpersonal, communication skills, both verbal and written presentation, and collaborative skills to work effectively with teams throughout the organization. Familiarity with different sales techniques and funnel management. Highly creative, self-motivated, strong organizational skills with a proven ability to prioritize to be able to work independently and in a team setting. Proven ability to work effectively under pressure in a fast-paced environment. Willing to work flexible hours (Monday - Friday) to meet the needs of our clients. Demonstrate business professionalism and acumen, respect for confidentiality and appropriate handling of sensitive information. Advanced skills in managing calendars in MS Outlook as well as experience in office workflow and productivity tools such as MS Office (PowerPoint, Excel). Technologically savvy and proficient with the use of smartphones, tablets, laptops, and other tools. Experience with Salesforce is an asset. What's in it for you? We believe in investing in our people and helping them reach their potential as valuable members of our team.As part of our team, you'll have access to a wide range of incredible resources, growth opportunities, discounts, and perks, including: Competitive salary & annual bonus Competitive & flexible health and dental benefits, pension plan, RRSP, TFSA, and Stock matching programs Discounts: Enjoy up to 50% off Rogers Services and Blue Jays Tickets, 25% off TSC items, and a 20% discount on all wireless accessories sold in Rogers stores. Paid time off for volunteering Company matching contributions to charities you support Schedule: Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location: 22 Scurfield Boulevard, Winnipeg, MB Travel Requirements: Up to 10% Posting Category/Function: Sales & Inside Sales Requisition ID: 303797At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Rogers BusinessLocation: Winnipeg, MB, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Outside Sales, Inside Sales, Telemarketing, Telecom, Network, Sales, Technology Apply now »

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 ArrangementHybridJob DescriptionThe Compliance Consultant will provide ongoing support to our Group Benefits business. Responsibilities will include handling inquiries and questions from our business partners, providing support on new and existing initiatives, legislation, marketing reviews and other regulatory compliance functions as may be required. The incumbent must have a detailed knowledge of the applicable compliance requirements, industry issues and be familiar with insurance and group benefits generally to develop solutions that meet business needs. In this role, the Compliance Consultant will interact with our business partners, management in the health and dental benefits and disability areas. They will also have regular interaction with our privacy Office, other members of our compliance team and legal counsel.Responsibilities:Develop, implement, and maintain compliance programs, policies, and procedures to ensure that Group Benefits applicable regulatory requirements are met.Support the marketing reviews and provide related approvals in accordance with Manulife policies and procedures.Investigate situations where a compliance issue has been identified, and either resolve the problem or advance to the Compliance Director and/or the Chief Compliance Officer.Investigate privacy issues in conjunction with the Privacy Office to provide advice and direction.Respond to sophisticated compliance inquiries from all areas of the business unit and provide timely advice and creative solutions to address the needs of members, advisors, plan sponsors and Manulife, while satisfying regulatory requirements.Assist with legislative analysis and impact assessments based on requests from the business relating to projects, initiatives, or new product lines. Develop, monitor, and deliver targeted employee training on compliance matters. Prepare self-assessments and other reports required by Divisional Compliance and Group Benefits management.Develop, and carry out, assessment programs to ensure compliance controls are operating optimally.Participate as a compliance representative on business initiatives and projects to improve compliance controls within Group Benefits.Participate in Divisional discussions regarding compliance programs.Draft documentation and supporting materials in support of audits and regulatory examinations and regulatory compliance incidents.Participate as a compliance representative on industry and regularity committees on behalf of the Group Benefits compliance functionParticipate in any other tasks that may be assigned from time to time.What we are looking forStrong compliance and/or legal experience in the insurance industry.Law degree or auditing background would be considered an asset, but not required.Compliance or Privacy designation or certification would be considered an asset, but not required.Familiarity with AML / ATF policiesExperience and relationship with The Autorité des marchés financiersKeen curiosity about reviewing, analyzing and interpreting legislation is idealProven track record to think creatively and look for solutions.Proven understanding of insurance products and procedures in various operational areas is an asset.Knowledge of applicable legislation and regulations is preferredAbility to readily recognize and evaluate the impact of current or potential compliance issues.Ability to quickly understand business processes and their risk implications, analyze sophisticated situations, reach appropriate conclusions, make practical recommendations and exercise good judgment in raising issues.Excellent written and verbal communication skills, with the ability to simplify complicated messages.Strong social skills, influencing and relationship management skills.Ability to work with fluid and changing accountabilities.Teammate who is willing to assist team members on projects and assist in sharing workloads when vital.Can work independently and in a team environment.Ability to deliver effective training on compliance issues and requirements.Interacts optimally with management and counterparts in other business units.Ability to interact with regulatory staff to ensure efficient handling of raised licensing issues. Maintains collaborative relations with regulatory staff.Ability to take ownership for compliance programs and operate ensuring compliance objectives are achieved.Professional demeanour and adherence to a high ethical standard.Ability to apply LAN and PC applications including: Windows, Microsoft Office, Excel.The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.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 LocationMontreal, QuebecSalary range is expected to be between$81,450.00 CAD - $146,610.00 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.

Application Deadline: 05/25/2024Address:595 Burrard StreetThe Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, a dedicated team of knowledgeable professionals with diverse expertise in wealth planning. We leverage a team approach to deliver innovative and customized wealth planning solutions designed to assess overall wealth management needs and recommend strategies to help clients preserve, enhance, transfer, and protect their wealth.The Wealth Planning Advisor (WPA) is responsible in providing subject matter expertise around wealth planning practices and technical support to our planning software, BMO WealthPath. WPA provide subject matter expertise on a broad range of planning strategies, including investment and retirement planning, transition planning, estate planning, personal taxation and insurance and wealth planning strategies for corporations. As part of the Centralized Financial Planning team, the WPA will collaborate in partnership with frontline planning professionals, to build/update wealth plans supporting the client digital planning experience.Centralized Planning and Coaching Support 50%Support BMO Wealth Planning and Advisory Team's Centralized planning platform. Prepare & create financial plans and update financial planning requests sent by frontline planners. Work with Investment Advisors to create financial plans for clients, including discovery support and delivery of plans. Provide Subject matter expertise to all wealth planning professionals through the enterprise. Provide technical expertise around BMO WealthPath and positive coaching around wealth planning.Respond/Refer escalated inquiries from WPST team and cases that require more complex product, technical and taxation and estate planning knowledge.Work in partnership with the HNW Wealth Planning Consultants, providing technical software support where required. • Provide Financial Planning expertise where required on enterprise-wide working teams and programs. • Maintain awareness of latest legislative changes around wealth planning and other financial industry changes that may affect team processes and/or impact financial planning delivery in LOBs. • Continually evolve wealth planning skills to include complex planning techniques, example Executive compensation, Trusts, complex corporate structures, and insurance. Provide Subject matter expertise (40%)Provide Wealth Planning subject matter expertise to Wealth Professionals and enterprise initiatives.Provide technical support and subject matter expertise to front line planners through multiple channels: phone, email, and MS Teams.Maintain awareness of latest legislative and other financial industry changes that may affect Financial PlanningAssist/contribute to development of tools that encourage adoption of Financial PlanningAssist/ develop support materials related to financial planning, such as reference guides, FAQ's, Weekly Quick Tips and other relevant documentation.Perform quality review and audit functions - Check accuracy and quality of Financial Plans created by users to mitigate risk to the organization (in accordance to process and standards set).Business Processes/Operational effectiveness (10%)Assist in the maintenance of the quality review front line handbook for errors, improvements, or additions.Assist in identifying business requirements for WealthPath and participate in user-acceptance testing of upgrades to WealthPath. Identify limitations and issues with WealthPath software design based on Planning knowledge (i.e., assumptions errors or calculation errors) and communicate through formal Change Request process.Knowledge & Skills:At least 5-7 years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.Strong understanding of advanced financial planning concepts and how to model in planning software.Professional Planning Designation (CFP or PFP or QAFP) or IQFP (required for Quebec)Strong Technical Knowledge of WealthPathStrong customer services skills and focusExcellent computer skills (Word, PowerPoint, Excel, MS teams, Microsoft 365. Etc.)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.Results oriented and client focused.At our company, we have been helping our customers and communities for over 195 years. Collaborating with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.To find out more visit our website at www.bmo.com/careers .BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives.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.

Insurance AdvisorPort Perry, ON, 181 Perry St G3, Port Perry, Ontario, Canada Req #2743Friday, April 5, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in our Port Perry, ON office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience.Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Total rewards program that takes care of your financial, physical, and mental health Amplifying Communities, a program to support causes that matter most to our employees Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion RIBO (preferred) or OTL license BONUS! 1+ years of Personal Lines experience Once here, you'll: Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Port Perry, ON, 181 Perry St G3, Port Perry, Ontario, Canada

Application Deadline: 04/26/2024 Address: 100 King Street West Job Family Group: Marketing Team Overview The Wealth Management Marketing team is responsible for helping the bank deliver on its strategy and achieve its ambitions through growing the Wealth Management business, establishing BMO as a power player in the global wealth management and asset management industries. Working collaboratively with partners, the team is accountable for developing & executing marketing strategies to: Acquire new clients & effectively onboard them driving early engagement; Deepen customer relationships in terms of wealth planning penetration, assets under management, share of wallet, retention; and Effectively promote product, service & experience innovations Mandate / Job Value Proposition The Director, Global Asset Management Marketing provides strategic marketing leadership, advice and delivery of marketing programs that supports the business objectives and growth of the Global Asset Management business. This includes the development of short and long-term marketing strategy and leading execution of tactics that will drive measurable results, with specific accountability for growing the assets under management held by clients across various investment products and channels. The Director develops and maintains a deep understanding of the Global Asset Management line of business and industry category to produce effective and integrated marketing solutions. This includes developing, recommending and executing marketing plans for initiatives that include customer marketing and communications, integrated sales, promotions & incentives, across the objectives of client acquisition, sales growth, and retention. In addition, the Director creates, develops and executes marketing plans/strategies that align to strategic objectives and are consistent with brand standards. They will also manage cross-functional relationships across other business groups to leverage opportunities and services, acting as a liaison between the business/group and internal marketing functions in order to fully leverage capabilities as well as ensure alignment with Enterprise priorities. Responsibilities Strategic leadership Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Develops an expert understanding of business/group challenges. Conducts independent analysis and assessment to resolve strategic issues. Identifies emerging issues and trends to inform decision-making. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. 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. Helps determine business priorities and best sequence for execution of business/group strategy. Anticipates trends and responds by implementing appropriate changes. Performance management Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Monitors and tracks performance, and addresses any issues. Monitors progress against milestones, recommends and implements adjustments as necessary to meet business objectives. Designs and produces regular and ad-hoc reports, and dashboards. Relationship management Builds effective relationships with internal/external stakeholders and ensures alignment. Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. Acts as the prime contact for internal/external stakeholder relationships, which may include regulators. Develops and maintains relationships with internal/external partners to include vendors and suppliers. Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. Marketing operational leadership Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Plans and controls unit operating expenses in accordance with forecasts. Leads the design, implementation and management of core business/group processes. Makes recommendations to leaders on financial management processes based on changing requirements, including budget allocation & impact measurement Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements. Develops and implements short and long term plans/strategies, activation plans, schedules, budgets, communications and tactical plans, as required. Oversees/coordinates the development and distribution of marketing solutions per assigned channels/media for campaigns, partnerships and special events/conferences. Influences how teams/groups work together. Recommends measures to improve organizational effectiveness. Communicates abstract concepts in simple terms. Broader work or accountabilities may be assigned as needed. People Leadership Leads & manages a team of eleven (11) high-performing marketing professionals Develops talent through ongoing coaching, as well as development and career planning Provides clarity with respect to roles & responsibilities and strategic direction Ensures resources and tools are available for team to be successful Conducts performance management activities including objective setting and performance assessments Removes barriers impeding team and organizational success/progress Qualifications: Typically 10+ years of relevant experience and post-secondary degree in related field of study. MBA is preferred. Degree in business, marketing or communications. Expert knowledge of strategic planning and execution. Experience in marketing and communications within the financial industry. Experience working with a variety of marketing disciplines, including data-driven or direct marketing, digital marketing (with an emphasis on email marketing), customer relationship management programs, marketing analytics, advertising & creative development, media planning, and market research Strong working knowledge of marketing technologies, standards, and best practices, including but not limited to digital media, marketing automation, customer data platforms, website personalization & targeting tools, measurement & modeling solutions Experience in transformation management in a large enterprise, including change management, risk mitigation, and stakeholder engagement. Seasoned expert with extensive industry knowledge, especially in Wealth Management, with specific interest and knowledge in various investment vehicles and strategies would be beneficial. Expert knowledge of financial services, products and solutions, especially investment products Technical leader viewed as a thought leader for innovation. Verbal & written communication skills - Expert. Analytical and problem solving skills - Expert. Influence skills - Expert. Collaboration & team skills; with a focus on cross-group collaboration including sales teams - Expert. Able to manage ambiguity. Data driven decision making - Expert. Experienced people leader with track record of building and developing high-performing teams Compensation and Benefits: $103,500.00 - $192,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Insurance Advisor - Accident and Sickness (Bilingual)London, ON, 910 Wilton Grove Rd, London, Ontario, Canada • Mississauga 3, ON, 55 Superior Blvd #200, Mississauga, Ontario, Canada Req #2517Wednesday, December 6, 2023We're searching for an Insurance Advisor - Accident and Sickness (Bilingual) . Are you searching for new possibilities?Westland Insurance Group Ltd. has an exciting new opportunity for an Insurance Advisor at our London, ON or Mississauga, ON locations. This is an exciting opportunity to work for our National Truck League Team. National Truck League is dedicated exclusively to the Canadian trucking industry. We partner with trucking companies to protect their trucks, their drivers, owner-operators and their profits. Discover what's possible, with National Truck League. - A Westland Company. The National Truck League story is all about growth, and that means plenty of possibility for everyone on our team. Every day, National Truck League proves that building a great business means taking care of clients, communities, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor , you will promote and educate clients on Accident and Sickness insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You will have the passion to contribute to the overall success of the company and our clients.Interested in learning more? Why you'll love National Truck League: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Total rewards program that takes care of your financial, physical, and mental health Amplifying Communities, a program to support causes that matter most to our employees and clients Why We'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion LLQP License (Financial support provided to upgrade your license!) 2-3 years of industry experience Proficient in MS Office environments Bilingual (English&French) Once here, you'll: Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now London, ON, 910 Wilton Grove Rd, London, Ontario, Canada Mississauga 3, ON, 55 Superior Blvd #200, Mississauga, Ontario, Canada

Insurance AdvisorSaskatoon Brighton, SK, 137 Gibson Bnd #50, Saskatoon, Saskatchewan, Canada Req #2646Wednesday, April 10, 2024We're searching for an Insurance Advisor. Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor at our Brighton office in Saskatoon, SK.Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience. Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Total rewards program that takes care of your financial, physical, and mental health Amplifying Communities, a program to support causes that matter most to our employees Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 1 license and preference to those working towards CAIB/CIP designation (financial support provided!) 2+ years of Personal Lines experience Once here, you'll: Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now Saskatoon Brighton, SK, 137 Gibson Bnd #50, Saskatoon, Saskatchewan, Canada

Commercial Insurance AdvisorLethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada Req #2534Wednesday, April 10, 2024We're searching for a Commercial Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity fora Commercial Insurance Advisor in our Lethbridge, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Commercial Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 2 license or working towards CAIB/CIP (financial support provided!) BONUS! 3-5 years+ of commercial or personal lines insurance experience Once here, you'll: Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds. Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now Lethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada

Our client in the Kitchener/Waterloo vicinity is currently looking for a Personal Lines Technical Service Representative/Underwriter.Your responsibilities will be, but not limited to: You must possess:A RIBO license in good standingA minimum of 3 years experience as a RIBO licensed broker or alternatively an underwriterMaintain current knowledge of carrier underwriting and current industry changesThorough understanding of industry reports for example; Autoplus, MVR’s and HITSSIG XP experience is preferred; however, willing to train the right incumbent The ability to correct all billing discrepanciesCompleting policy changes in carrier portals associated with policiesEmpathy towards othersExcellent verbal and written communication skillsGood presentation skillsA positive attitudeWillingness to work in an office environment and get along with others/collaborationAdaptable to an ever-changing environment Process applications Run daily activities following procedures of the brokerage Adhering to all carrier’s binding authorityConfirm estimates are accurate Applications are complete for upload to carrier portalsUpon completion issuing policies in carrier portalsProcess new business policies upon receipt from the company Bill as per procedures from the brokerageComplete daily Electronic Data Interchange and work effectively resolving EDI issues as they could ariseAssist in Broker Management System training of new staff *While we appreciate all those that apply, due to the volume of resumes we receive, we will only be reaching out to those individuals who are qualified for this role. Resumes are kept of file for future opportunities. What the company provides:Motivated and inclusive cultureCompetitive salary RRSP with company matching componentProfessional development opportunities, tuition reimbursement

Application Deadline: 05/02/2024 Address: 33 Dundas Street West Job Family Group: Strategy & Change Achieving leading customer loyalty and driving great customer experience (CE) are among BMOs strategic priorities. Reporting to the Director, Voice of Customer & Customer Loyalty, the Senior Manager has a broad and diverse management role responsible for the operational efficiency, program delivery, and governance requirements of the enterprise CE Centre of Excellence. Critically, this mandate also includes liaising and frequent partnership with internal leaders and Line of Business CE partners to solve questions and concerns, and build partners confidence, related to all aspects of the CE Measures platform, including sampling, fielding, survey design, report delivery, quality control, vendor management and interpretation. Provides subject matter expertise in the design, development, management and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals. Provides strategic input into business decisions as a trusted advisor. The optimization, performance management and governance of BMOs existing CE measures platform for Line of Business CE Leads with accountability for all aspects of the program platform including sampling, data integrity, and program design. Supports the enterprise Customer Experience Program across multiple lines of business (LOB) including Personal & Business Banking, Wealth, and Commercial across North America Supports the development and implementation of new tools that improve and broaden senior leaderships understanding of BMOs performance on customer experience. Champions a customer focused culture to deepen customer relationships and leverage broader Bank relationships, systems and knowledge The development of standardized tools, templates and frameworks on CE measures and methods to support understanding, alignment and consistent practice in coordination with leads for other lines of business. Develops and implements consistent enterprise and LOB programs, policies and processes required to maintain the integrity and consistency of CE measures across the bank. 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. 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. Leads the execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution. Keeps stakeholders informed of messages, recommendations, decisions, process and progress. Leads implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change. Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Participates in project/program design and provides advice & subject matter expertise to achieve required business results. Conducts analysis required to inform strategic recommendations and considers the big picture when assessing whether or not a course of action is advisable in terms of the group and enterprise goals. Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions. May network with industry contacts to gather and identify competitive insights and best practices. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery. 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. Seasoned professional with a combination of education, experience and industry knowledge. Has excellent organizational skills, the proven ability to manage critical/complex projects -- including across functional lines 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 understanding of data, CE analytics, insights and reporting delivery - 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: 05/15/2024 Address: 250 Yonge Street Job Family Group: Business Management This is a hybrid role based in downtown Toronto that oversees day-to-day management activities within our Procurement line of business. You will build relationships with multi-disciplinary teams and stakeholders at all levels to steer project success across the entire organization. You will design tailored solutions to drive effective transition/adoption and ensure realization of people-dependent project, including change management plans, stakeholder management and readiness assessments, communications toolkits, training materials, leadership/sponsor engagement plans, risk mitigation and resistance management tactics. Furthermore, this role will require you to break down strategic problems, and information to provide insights and recommendations to Senior Leadership. Additionally, there is an opportunity to lead and develop a team in a direct and indirect leadership capacity. Key Responsibilities Leads all change management efforts for Procurement projects and programs including design of change management strategies, stakeholder management and readiness assessments, change impact analyses, leadership/sponsor, communications, training, and engagement plans, risk mitigation and resistance management tactics, etc. Builds relationships and facilitates complex discussions with multi-disciplinary teams and stakeholders within and outside of Procurement across varying levels to steer project success. Breaks down strategic problems, and analyses data and information to provide insights and recommendations to Senior Leadership. Partners with external and internal team in driving the annual Procurement Communications and Engagement calendar. Leads and develops the team in a direct and indirect leadership capacity. Supports an assigned senior leader operation of the business and enhances the Banks profile in the marketplace. Works with stakeholders to understands the operating environment & emerging trends and provides planning, support and recommendations to improve operational effectiveness and tracks achievement of objectives. Supports the development of effective, consistent communications for the business senior leader and for the leadership team. Breaks down strategic problems, and analyses information to provide insights and recommendations. 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 BMOs 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. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Recommends and implements solutions based on analysis of issues and implications for the business. Leads the development of priorities, current, and planned initiatives, and support requirements related to strategic management for the business/group. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Acts as the prime contact for internal/external stakeholder relationships, which may include regulators. Supports the direct output of a senior leader (e.g. Group Head or above) accountable for a large strategic business/function. Leads the execution of designated business programs; assesses and adapts as needed to ensure quality of execution. Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. Conducts independent review, analysis, and resolution of strategic issues. Monitors and tracks performance, and addresses any issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Builds effective relationships with internal/external 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. Key Qualifications Typically, 7+ years relevant experience and post-secondary degree in related field. PROSCI Certification is a plus. Experience in leading complex change across a broad range of stakeholders. Exceptional ability to build strong relationships and influence change across all levels Adaptable and agile in navigating through evolving changes and ambiguous situations Excellent communication, coaching, and mentorship skills Solid analytical, and problem-solving skills to solve complex issues Strong self-starter, team player, and a master juggler of priorities Compensation and Benefits: $84,000.00 - $156,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/28/2024 Address: 100 King Street West Job Family Group: Audit, Risk & Compliance In this position, you will make a meaningful and impactful contribution to BMOs Climate Risk Program by enabling the Bank to meet global prudential regulatory requirements on climate risk. Focused on the safety and soundness of financial institutions, prudential regulators and supervisors across BMOs global footprint have issued climate risk management guidance driving the design and implementation of our climate risk management framework. The Senior Advisor, Climate Risk Oversight Function will be responsible for handling the end-to-end development, management, and maintenance of our second-line regulatory compliance oversight function capabilities (e.g., regulatory inventory, stakeholder accountabilities, regulatory compliance risk assessment process, key controls, monitoring and testing, issues management, etc.); and liaising with Legal, Regulatory and Compliance (LRC's) Corporate Areas Compliance and other internal stakeholders. 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, finance) 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. 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: 05/04/2024 Address: 10185 101 Street NW Job Family Group: Commercial Sales & Service Come Boldly Grow the Good in Business and Life as a leader in Canadian Business Banking. There is nothing like leading a team of Relationship Managers who create a story of real financial progress for BMOs new and emerging business clients. We offer an inclusive and dynamic environment where you can collaborate with like-minded leaders, across Western Canada, to create strategy and influence team success, while directly impacting the communities we live in. The Vice President, Canadian Business Banking is a sales leadership role where you are empowered to leverage your business banking experience to drive profitable growth. You are a strong sales coach, financial strategy driver and, have the foundational ability to identify emerging sales opportunities that create synergy between lines of business and introduce exceptional business banking solutions to clients. Responsibilities day-to-day include: Leading a Relationship Management team, you will have a direct impact in making credit and pricing decisions, providing recommendations in accordance sound credit-granting principles and, in compliance with Bank policies and procedures. The Vice President Business Banking will provide advisory support and leadership to their team and share insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite, identifying areas of opportunity to creative positive sales results and operational effectiveness. As the successful incumbent, you will: Lead and execute on strategic initiatives aligned with the business and enterprise Build and maintain external relationships with established centers of influence (COIs), industry associations, professional networks, and corporate franchisors to generate new house bank client relationships, and gain competitive insights and best practices Achieve a One-Client approach when building a relationship team who collaborates across the enterprise creating the highest value for all stakeholders in achieving profitable growth Function as a subject matter expert (SME) and trusted advisor to sales team, clients, partners, and senior leaders Clearly define business strategy for the team through clearly defined goals and level-setting. Foster a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Drive overall business efficiency and innovation through the adoption of BMO's digital strategy platform Adhere to internal control standards including adherence to audit, regulatory and compliance policies Provide recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business group Conduct regular market, team, and individual performance sessions, to set clear sales and operational goals, which align to individual and team targets Share advice on unique and complex transactions to improve team sales knowledge and impact client and team targets Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examine individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions Follow security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adhere to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements Maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures Identify risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity Broader accountabilities and project assigned, as needed, to support our business Qualifications: Typically, 7+ years of combined relevant experience and post-secondary education, or related experience that provides broad knowledge of the business banking industry Excellent Verbal & written communication skills Proven excellence in client relationship and stakeholder management Ability to regularly travel to areas within the assigned market, leadership, BMO, client, and industry events is required. Compensation and Benefits: $84,000.00 - $156,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.