Location: Shelbourne Branch Job Type: Full Time myWork Options: In-person Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The purpose of the Associate Financial Planner (AFP) is to provide an opportunity for employees to develop their skills, support training, and education to become a Financial Planner. This role is accountable to assist and support the Financial Planners (FP) in managing existing lower tier portfolio, developing new business, and maximizing productivity by providing both Sales and Administrative support. In partnership with the Financial Planner this position will work to expand relationships, and over time source and obtain business, while supporting the fulfillment of the partnering Financial Planners day to day activities. This role focuses on maximizing business opportunities by delivering a positive and unexpected member experience through strong relationships. The Associate Financial Planner may also work outside regular business hours to network in the community to build business opportunities. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required. This role will provide hands-on training and opportunity to build your depth in financial planning while working in a professional, dynamic work environment managing lower tier members off the FP book. PFP and CFP are a requirement. What you'll get to do Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.. Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP. In partnership with FP, effectively execute marketing and business development activities Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc. Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP Service the financial needs of members during times when the FP is not available including executing trades as outlined by FP and/or existing planning documentation In collaboration with the FP and Branch leadership may work on special projects, as required inlcuding providing support and sponsor local and organizational initiatives, assisting with technology service / maintenance of systems. Understand and support Coast's vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives. Is knowledgeable on and in partnership with the FP ensures adherence to all operational, risk and compliance processes as required. Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes. As directed by the FP, process transactions to direct assets into suitable financial products based on the client's risk/reward tolerances and demographic profile and documented planning/next steps Proactively identify business opportunities for member appointments and in partnership with FP refer to internal partners based on member need Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times. Resolve customer issues, concerns and/or problems promptly as required. Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Proactively build pipeline opportunities for FP to optimize during member meetings. Responsible for effectively administering and supporting a portfolio generating $500k or more in revenue and holding $60 million or more in investment assets. Accountable for mutual fund sales for smaller balance accounts as required. Demonstrate capability to effectively complete a Personal Guide and Investment Guide. Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable. Taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail). Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members. Builds relationship to ensure contribution to the team as well as able to work independently if required. Who are we looking for Minimum 4 - 6 Years of Job-Related Experience Incumbent must have direct experience in an investments capacity working with portfolios and regulatory requirements for a minimum of 3 years. Required to hold an IFIC and/or QAFP License; PFP and/or CFP required for all aspiring into Financial Planner role. Those aspiring to be Financial Planners must have had exposure to credit and attended the CCS credit cohort as well. Proficient in using E-mail, Word, Excel (& PowerPoint), and possess the aptitude for learning new technology, systems. Secondary language (i.e. Cantonese/Mandarin/Farsi/Punjabi or Korean etc...) would be considered an asset but is not essential. Should have working knowledge of various quotation equipment and computer software including word processing, spreadsheet and industry specific software. Must have a solid understanding of investment portfolios, regulatory suitability, and current knowledge of daily market activities. While not the lead advisor should demonstrate good judgment when assisting members in the absence of the Financial Planner. Business Acumen: understands how business works, including current and future strategies, practices, trends, economics, and technology; understands the competitive environment and how strategies and tactics work in the marketplace Collaboration: demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others Communication: demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills. Decision Making: makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions Developing Self: Is self-aware and has an accurate understanding of strengths and weaknesses; committed to and actively works on continuous self-improvement; establishes focused "SMART" development goals and activities leveraging input from manager Drive for Results: Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others Initiative: Works effectively with limited supervision and within established authorities; is proactive in identifying and pursuing tasks with energy, drive, and a need to "finish"; knows when and what to refer for guidance and/or approval Member/Client Focus: dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Insurance Claims Director

PwC, Toronto, ON

A career in Deals Valuation, will provide you with the opportunity to help organisations unlock greater value from existing assets and ongoing capital expenditures as well as new acquisitions, investments, and complex corporate arrangements. We focus on a series of services, such as acquisition and disposal valuation advice including deal pricing and negotiation support, strategic value consulting for improvement of corporate and capital management decisions, financial modelling and value analysis. In short, upon being a member of our team, you will support clients to make profound strategic decisions, better conduct business transactions and decisions, appropriately allocate capital investment, and satisfy regulatory requirements with professional skills and in-depth industry knowledge.Meaningful work you'll be part of As an Insurance Claims Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Consult with Clients, Clients' counsel and representatives of insurance companies • Play a leading role in business development activities and developing and presenting educational seminars • Provide hands-on leadership in client engagements and project delivery, and provide strategic guidance and oversight to the team including: • Prepare detailed analysis of accounting records and other personal and corporate financial information • Present analysis and research using Microsoft Excel, Microsoft Word, Microsoft PowerPoint, and the Internet • Prepare/review and present loss quantification and/or loss review (critique) reports to lawyers (both plaintiff and defense counsel) and/or insurance adjusters/claims managers • Manage and mentor Associates, Senior Associates and Managers on the team • Role model use of emerging technology and automation tools Experiences and skills you'll use to solve:• Leadership experience in the quantification and review of economic losses due to personal injury and commercial claims (such as business interruption, stock or inventory loss) is required • Several years of experience leading a team, including coaching and mentoring junior staff • Proven ability and success in business development, and market presence is required • Strong working knowledge of Forensic Accounting and solid understanding of accounting concepts • Successful completion of a finance or accounting related Undergraduate Degree / College Diploma and completion of an Accounting designation • Ability to manage engagement economics and risk • Clear, articulate and confident written and verbal communication skills, including client reports, presentations, papers and articles • Strong analytical and problem solving capabilities, strong research skills • Experience with leading-edge technologies • Willing to travel if necessary • A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. What to consider before applying• Travel requirement for this role is 5-15%. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.

Insurance Claims Senior Associate

PwC, Toronto, ON

A career in Deals Valuation, will provide you with the opportunity to help organisations unlock greater value from existing assets and ongoing capital expenditures as well as new acquisitions, investments, and complex corporate arrangements. We focus on a series of services, such as acquisition and disposal valuation advice including deal pricing and negotiation support, strategic value consulting for improvement of corporate and capital management decisions, financial modelling and value analysis. In short, upon being a member of our team, you will support clients to make profound strategic decisions, better conduct business transactions and decisions, appropriately allocate capital investment, and satisfy regulatory requirements with professional skills and in-depth industry knowledge. Meaningful work you'll be part of As an Insurance Claims Senior Associa te, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to: • Consult with claimants/policyholders, counsel and representatives of insurance companies; • Prepare detailed analysis of accounting records and other personal and corporate financial information; • Complete research and investigation related to the claim using the internet and various other internal resources; • Present analysis and research using Microsoft Excel, Microsoft Word, and Lotus Notes; and • Assist in the preparation and presentation of loss quantification reports and/or loss review (critique) to lawyers (both plaintiff and defense counsel) and/or insurance adjusters/claims managers. Experiences and skills you'll use to solve: • Successful completion of a finance related Undergraduate Degree/College Diploma. • Completion of an Accounting designation is required. • Solid understanding of accounting concepts. • Analytical and logical frame of mind. • Strong research skills. • Ability to prioritize and manage deadlines on multiple engagements simultaneously. • An interest in upskilling for a digital world and technology trends, an openness to learning new tools and adapting how you work. •A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectives. Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This purpose-led work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc . Your Application to PwC We embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like. The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.

Associate Wealth Advisor & Financial Planner

RBC, Vancouver, BC

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

Associate Account Executive

Aon, Quebec City, QC

Associate Account Executive As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our client sales and service business group within Aon Risk Solutions. This role has the flexibility to be performed from our Quebec office, fully remotely or as a hybrid working model. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Business Development Support; Develop and maintain business contacts with prospects and clients; Collaborate with other team members to meet the needs of clients regarding insurance and risk management; Collaborate and liaise with colleagues in Aon's international network; Collaborate in negotiations with insurers and maintain good relationships with them; Support the management of a global insurance portfolio; Supporting the timely renewal process of coverages; Ensure the accuracy of insurance contracts; Support the Account Manager in keeping clients informed of new products, new coverages and market trends; Respond to client needs and develop a relationship with the client to solidify the relationship with Aon. How is this job opportunity different from others? Whether helping a company raise capital after a natural disaster or providing health and retirement benefits to millions, Aon colleagues create real results every day for many clients, in local communities and in service to their fellow colleagues. They make a difference, work with the best talent, own their potential and value each and every one of them. This is the Aon colleague experience and defines what it means to work at Aon and to achieve our mission of realizing economic and human potential Skills and experience that will lead to success: Minimum of two (2) years of relevant experience in commercial property and casualty insurance; AMF Commercial Lines license or desire to obtain one; Bilingualism (English and French), both written and spoken; Strong interpersonal and teamwork skills; Demonstrated outstanding customer service; Proficiency in MS Office software. DEC in a relevant field or equivalent years of work experience, in a relevant industry How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #LI-DR1 #LI-HYBRID 2537853

New Business Associate - BMO Insurance

BMO, Toronto, ON

Application Deadline: 04/24/2024Address:60 Yonge StreetThe New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New BusinessIssue and settle policy contracts in an efficient manner to meet service and quality level standardsAddress customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to managementUnderstand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contractsExhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgencyInvestigate and resolve inquiries from the field and other team members related to specific casesCollaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriterEffectively communicate with Case Coordinators to obtain any outstanding requirementsProvide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities:Answering advisor inquiries to provide accurate information about BMO Life Assurance applicationsRun policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of informationPerforming simple and complex New Business administrative tasks, as required for the processing of insurance applicationsManaging time sensitive financial transactions which requires understanding of market timing and the impact of backdatingUnderstanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere 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 activitiesAccuracy and timeliness of the work completed by this role is critical to BMO Life Insurance's reputational risk Required Skills Strong customer service orientationAbility to effectively multi-taskAbility to handle high pressure situations with very tight turnaround requirementsExcellent organization skillsProductivity focused: Able to consistently process a high volume of tasks dailyAbility to make sound transactional decisions in accordance with policies and directivesProficient with Microsoft Office (Word, Excel) Required Knowledge High school diplomaUniversity/College graduates preferredExcellent English - Written and Oral Communication skills requiredFluently Bilingual in French would be an asset but not requiredCompletion of introductory LOMA courses (LOMA 1 and 2) preferredWorking knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels1-2 years' experience in Life Insurance; New Business or Customer Service area preferredPrevious experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet)Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Insurance Modeling Leader - Financial Engineering & Modeling (FEM)

Deloitte,

Job Type:Permanent Reference code:124968 Primary Location:Toronto, ON All Available Locations:Toronto, ON Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Learn from deep subject matter experts through mentoring and on the job coaching Be encouraged to deepen your technical skills...whatever those may be. Have many careers in one Firm. Would you like to further develop your career with our exponentially expanding Financial Advisory Service, Modelling and Value Advisory group? Are you up for the challenge to help the most sophisticated Canadian and international clients to solve their quantitative and modelling issues?What will your typical day look like? As a Leader focusing on Insurance practice in our Financial Engineering & Modelling team, you will: Be entrepreneurial and grow the business nationally Lead RFPs and other business development initiatives Oversee model validation and model risk management engagements at insurance companies Ensure the highest quality of deliverables for insurance companies Lead and mentor a team of analysts, associates, managers and senior managers Develop and strengthen relationships with clients While this role primarily focuses on insurance modeling, it is a very dynamic opportunity to collaborate closely with experts in other areas (credit risk, market risk, treasury, AML, valuation, GIPS, AI/ML, etc.).About the team The Financial Engineering & Modelling, Financial Advisory team is composed of a wide range of subject matter experts from Quantitative Finance backgrounds working with all manner of modeling types. We have the leading quantitative practice in the Canadian market and cover models including market risk, credit risk, fraud, AML, insurance, treasury and machine learning. Our team members have advanced degrees in mathematics, financial engineering, statistics, physics and actuarial science. Working with this team will offer you the opportunity to: Work in a fast-paced and thought-provoking environment with like-minded people Exposure to high-profile clients including banks, insurance firms, funds, credit unions through a variety of engagements Exposure to the most advance modeling techniques used in the financial services industry Enough about us, let's talk about you You are someone who is/has: A Bachelor's degree or higher in a quantitative field such as actuarial science, statistics, and mathematical finance, FSA with a minimum of 12 years of experience Ability to lead a team and develop strong relationships with clients Ability to explain complex actuarial and financial modeling techniques in a simple and concise way Strong technical skills including AXIS, Excel, VBA, Python would be an asset but not required Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations). We'd love to hear from you! By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: Accounting, Risk Management, Financial, Developer, Engineering Manager, Finance, Technology, Engineering

Associate

RBC, Vancouver, BC

Job SummaryJob DescriptionWhat is this opportunity?RBC Dominion Securities is Canadas leading full-service investment and wealth management firm and is backed by Canadas leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.The RBC Dominion Securities main branch located in downtown Vancouver is seeking an Associate to provide administrative support to a successful Advisory Team. To provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and advisory teams.What will you do?Help establish meeting agenda; assemble documents, key notes, and discussion points for advisory team; execute post-meeting workProvide proactive client service with a focus on problem resolution and attention to details and assist with client onboarding.Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, etc.) and ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements (account opening, KYC updates, re-orgs, FATCA, W8-BEN, etc.)Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires.Manage all tax communication / work with clients and accountants.Support advisory team with marketing material and social media updatesCoordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up.What do you need to succeed?Must HaveCanadian Securities Course (CSC), Conduct & Practices Handbook CPH, and 30-day training (i.e., holds Investment Representative license with IIROC) or willing to obtain within 12 months of employmentStrong organizational and communication skillsComfortable using Microsoft Word, Excel, Outlook, and WebExNice to Have2 to 4 years of administrative experience preferably in wealth management, banking or insuranceBilingual in Cantonese/MandarinWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsThe expected base salary range for this particular position is $37,500 - $45,000 -- depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress:VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2023-11-23Application Deadline:2024-05-04Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Associate, RBC Indigenous Peoples Development Program / Associé, Programme Perfectionnement du talent autochtone RBC

RBC, Vancouver, BC

Job SummaryJob DescriptionAssociate, RBC Indigenous Peoples Development Program Canada WideWhat is the opportunity?The RBC Indigenous Peoples Development Program is a twoyear nation-wide rotational program to help recent college and university graduates, who self-identify as Indigenous, develop the skills and networks needed to build their career at RBC. The program combines practical, hands-on business and community experience with a customized learning plan, formal coaching, mentorship and professional networking. You have the opportunity to gain exposure to different aspects of business through four rotations, three of which will be within a specific business area and one unique rotation within a registered charity or qualified non profit organization. Your business rotations will be in one of the following streams: Finance, Audit, Technology & Operations, Canadian Banking, Insurance, Capital Markets, Procurement or Marketing. Your charitable rotation will provide you with meaningful work experience and the opportunity to apply your skills and grow your network.RBC is committed to supporting a flexible work arrangement in this role. We can support any RBC Branch or RBC location across Canada.Details to be discussed with your Hiring Manager.Who can apply?Applicants wishing to apply must self-identify as Indigenous (First Nations status or non-status, Inuit, or Metis) Peoples of Canada. Applicants must have graduated within the last two years and must be willing to commit to the program for the full two years.What will you do?Over a two-year period, you will complete four rotations: three within a particular business area and one within a charitable organization.Assignments within the bank include working on group or individual projects and other activities related to achieving team or individual goals.Associates will also benefit from one-to-one mentoring with a program manager, rotation managers and a peer mentor for the duration of the program. Through a combination of experience and exposure, you will get opportunities to learn and broaden your personal network across RBC.Upon completion of all four rotations, you will have an opportunity to build your career within your chosen business area by applying to internal positions. We will work with you to target new opportunities aligned to your interests, skills, and career development goals.For more information or help with your application, please contact: [email protected] youll need to succeedA recent undergraduate degree or minimum of a 2 year college diploma from a relevant area of study.You reside in close proximity to an RBC branch or RBC location and are able to commute on a regular basis.Full commitment to the two year rotational programStrong communication skills - written and verbalAbility to build strong working relationships with key partnersAbility to work effectively as a team member and independentlyStrong detail orientation and ability to multi-taskStrong problem solving and analytical skillsAbility to learn and pivot quickly as you work through four different rotationsProficient in PowerPoint, Excel, Word and ability to master new computer softwareComfortable to stretch out of your comfort zoneWhats in it for you?Kick start your career and explore opportunities to grow within RBCExcel through skill building and access to learning resources, mentoring and coachingBuild valuable connections with other Indigenous and non-Indigenous employees within RBC, and do meaningful work in the community during an external rotation.Connect and network with our Royal Eagles Employee Resource Group through various Indigenous initiatives at RBC and informal meetups.Develop understanding of your specific functional area and RBC and work with top industry leadersA comprehensive Total Rewards Program including bonus, flexible benefits and competitive compensation.Inclusion and Equal Opportunity EmploymentAt RBC, Diversity and Inclusion is a core value and we are committed to making our workplaces, culture and communities both inclusive and welcoming for all. It is a fundamental value, because we know how valuable every unique perspective can be. RBC welcomes and encourages applications from members of diverse backgrounds including First Nations, Inuit, and Mtis Peoples, Black and People of Colour, persons with disabilities, and those who identify as women and/or LGBT+. RBC is dedicated to accessibility and disability-related accommodations are available upon request.EVP3P1Job SkillsAdditional Job DetailsAddress:BAY WELLINGTON TOWER, 181 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:HUMAN RESOURCESJob Type:RegularPay Type:SalariedPosted Date:2024-02-28Application Deadline:2024-05-24Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Associate, RBC Indigenous Peoples Development Program / Associé, Programme Perfectionnement du talent autochtone RBC

RBC, Vancouver, BC

Rsum de lemploiDescription du posteAssociate, RBC Indigenous Peoples Development Program Canada WideWhat is the opportunity?The RBC Indigenous Peoples Development Program is a twoyear nation-wide rotational program to help recent college and university graduates, who self-identify as Indigenous, develop the skills and networks needed to build their career at RBC. The program combines practical, hands-on business and community experience with a customized learning plan, formal coaching, mentorship and professional networking. You have the opportunity to gain exposure to different aspects of business through four rotations, three of which will be within a specific business area and one unique rotation within a registered charity or qualified non profit organization. Your business rotations will be in one of the following streams: Finance, Audit, Technology & Operations, Canadian Banking, Insurance, Capital Markets, Procurement or Marketing. Your charitable rotation will provide you with meaningful work experience and the opportunity to apply your skills and grow your network.RBC is committed to supporting a flexible work arrangement in this role. We can support any RBC Branch or RBC location across Canada.Details to be discussed with your Hiring Manager.Who can apply?Applicants wishing to apply must self-identify as Indigenous (First Nations status or non-status, Inuit, or Metis) Peoples of Canada. Applicants must have graduated within the last two years and must be willing to commit to the program for the full two years.What will you do?Over a two-year period, you will complete four rotations: three within a particular business area and one within a charitable organization.Assignments within the bank include working on group or individual projects and other activities related to achieving team or individual goals.Associates will also benefit from one-to-one mentoring with a program manager, rotation managers and a peer mentor for the duration of the program. Through a combination of experience and exposure, you will get opportunities to learn and broaden your personal network across RBC.Upon completion of all four rotations, you will have an opportunity to build your career within your chosen business area by applying to internal positions. We will work with you to target new opportunities aligned to your interests, skills, and career development goals.For more information or help with your application, please contact: [email protected] youll need to succeedA recent undergraduate degree or minimum of a 2 year college diploma from a relevant area of study.You reside in close proximity to an RBC branch or RBC location and are able to commute on a regular basis.Full commitment to the two year rotational programStrong communication skills - written and verbalAbility to build strong working relationships with key partnersAbility to work effectively as a team member and independentlyStrong detail orientation and ability to multi-taskStrong problem solving and analytical skillsAbility to learn and pivot quickly as you work through four different rotationsProficient in PowerPoint, Excel, Word and ability to master new computer softwareComfortable to stretch out of your comfort zoneWhats in it for you?Kick start your career and explore opportunities to grow within RBCExcel through skill building and access to learning resources, mentoring and coachingBuild valuable connections with other Indigenous and non-Indigenous employees within RBC, and do meaningful work in the community during an external rotation.Connect and network with our Royal Eagles Employee Resource Group through various Indigenous initiatives at RBC and informal meetups.Develop understanding of your specific functional area and RBC and work with top industry leadersA comprehensive Total Rewards Program including bonus, flexible benefits and competitive compensation.Inclusion and Equal Opportunity EmploymentAt RBC, Diversity and Inclusion is a core value and we are committed to making our workplaces, culture and communities both inclusive and welcoming for all. It is a fundamental value, because we know how valuable every unique perspective can be. RBC welcomes and encourages applications from members of diverse backgrounds including First Nations, Inuit, and Mtis Peoples, Black and People of Colour, persons with disabilities, and those who identify as women and/or LGBT+. RBC is dedicated to accessibility and disability-related accommodations are available upon request.EVP3P1Comptences professionnellesDtails supplmentaires de lemploiAdresse :BAY WELLINGTON TOWER, 181 BAY ST:TORONTOVille :TORONTOPays :CanadaNombre d'heures de travail par semaine :37.5Type demploi :temps pleinSecteur dactivit :Ressources humainesType de fonction :RgulierType dchelle salariale:SalariDate daffichage :2024-02-28Date limite des candidatures :2024-05-24Inclusion et quit en matire demploi RBC, nous favorisons la diversit et linclusion pour stimuler linnovation et la croissance. Nous nous engageons btir des quipes inclusives et un milieu de travail quitable pour que nos employs puissent tre entirement eux-mmes au travail. Nous agissons contre les ingalits et les biais systmiques afin de soutenir notre clientle, nos collectivits et notre effectif diversifis.Nous veillons galement aux questions daccessibilit pour nos employs ventuels ayant des capacits diffrentes. Veuillez communiquer avec nous si vous avez besoin damnagements pendant le processus de recrutement.Joignez-vous notre communaut de talentsTenez-vous au courant des formidables perspectives de carrire offertes RBC. Inscrivez-vous et recevez des renseignements sur les plus rcentes offres demploi et les activits de recrutement qui vous intressent, de mme que des conseils en matire de gestion de carrire.Repoussez vos limites et btissez un nouvel avenir RBC. Dcouvrez comment nous mettons notre passion et notre motivation au service du bien-tre des clients et des collectivits jobs.rbc.com.

Insurance Advisor - TDI GI

TD, Markham, ON

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!

Insurance Advisor - TDI GI

TD, Saint John, NB

Client Service Associate

BMO, London, ON

Application Deadline: 05/03/2024Address:255 Queens Ave, Suite 1900Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in London is $40,000.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Associate Director Technology Risk

RBC, Toronto, ON

Job SummaryAs part of RBC's Group Risk Management Enterprise Risk Resilience team, the Associate Director, Technology Risk will be responsible for providing challenge and oversight on our technology Infrastructure platform technology operations. This includes providing an opinion on RBCs Technology risk posture, developing / overseeing Technology Key Risk Indicators to measure and monitor risk and contributing to the development of enterprise policies and standards governing Technology Operations Infrastructure Risk. You will support Operational Risk Management leadership within Group Risk Management in delivering various oversight and challenge processes including: tracking and reporting on status and quality of key Technology Risk programs; developing and utilizing effective risk appetite metrics that provide insights into current risk level; identifying issues with policy compliance through analysis and testing of controls; monitoring and assessing technology incidents; and performing thematic reviews to investigate issues and providing value add recommendations.Job Description#LI-hybrid#techpjWhat will you do?Leverage data driven insights and provide opinions to challenge on key risk indicators.Support the completion of thematic reviews, scenario analysis, external event analysis, new change initiative assessments and development of risk profiles that can be leveraged to report to senior management, board and regulatorsAs second line of defense, work closely with first line to provide effective and technology oversight and challenge for T&O Operational and IT risk programs such as Risk and Control Self-Assessments, Operational Risk Event Reviews, IT Risk Assessments, Integrated Risk Profiles to validate the business is operating within Risk Appetite.Maintain knowledge of emerging technologies, threats/vulnerabilities and risk management practices and its implications to the business platform.Maintain assigned Domain Risk Profiles to provide a strong fact based opinion on the Technology Risk profileOperate a one front door policy by ensuring effective support of business requests and follow through.Develop and maintain key internal and external relationships in order to provide advice and oversight on standard compliance, support operational risk program adherence and effective incident reportingProvide oversight and challenge on the management of significant technology incidentsSupport technology related regulatory examinations / requests / assessments / reportingRecommend changes to Cyber & IT Risk policies/standards to maintain currency in ensuring relevance to emerging technologies and delivery modelsWhat do you need to succeed?Must Have:Strong knowledge and working experience in IT and operational risk management processes, methods and tools in a mid-large size regulated organization (Banking, Finance, Insurance, Healthcare).Strong knowledge of technology standards, risks, threats, prevention measures, and best practices.Experience in developing and supporting infrastructure and technology operations in areas such as DevOps, architecture, disaster recovery, operational resilience, IT Asset Management, incident and problem managementGood Technical knowledge and experience covering all layers of IT Infrastructure and systems, the operating systems (e.g. Unix, Windows, zOS,) and database systems (e.g. Oracle, SQL Server, Sybase, IBM DB2) and middleware (e.g. Tomcat, JBOSS, IIS)Strong knowledge on modern enterprise tech and methodologies, (Cloud, APIs, DevOps)Nice-to-Have:Working knowledge of various IT risk frameworks, methodologies, leading industry/assurance standards and regulations, as well as attestation reporting frameworks, such as NIST, COBIT, SOC2 reporting frameworkSolid understanding of emerging technology (GenAI, MLOps)Strong knowledge of technology standards, and best practices.Working knowledge of GRC tools (e.g., Archer, ServiceNow, etc.)What is in it for you?We thrive on the challenge to be our best, progressive thinking, to keep growing, and working together to build and deliver trusted reporting to help our stakeholders succeed and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsOpportunities to do challenging work#LI-hybrid#techpjJob SkillsEnterprise Wide Risk Management, Information Technology Security, IT Architecture, IT Incident Management, IT Systems Management, IT Technologies, Key Risk Indicators, Network Architecture, Risk Control, Risk Management, Risk Measurement, Risk Reporting, Risk Scoring, Systems Resiliency, Systems Software, Technology Infrastructure Management, Technology Risk, Technology Tools, TelecommunicationsAdditional Job DetailsAddress:20 KING ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:GROUP RISK MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2023-12-05Application Deadline:2024-05-03Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Associate, Everyday Banking

BMO, Ontario, ON

Application Deadline: 05/07/2024Address: VIRTUAL59 - HomeRes - ON - BMOJob Family Group:Retail Banking Sales & ServiceUnderstands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.Integrates marketing promotions and programs into customer conversations when appropriate.Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.Escalates complex or unresolved customer situations to managers as required.Performs any required activities to ensure customer's requests are accurately processed.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations in a professional manner.Collaborates with internal and external stakeholders in order to deliver on business objectives.Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Completes standardized tasks under supervision.Performs initial problem solving within given rules/limits & escalates when required.Broader work or accountabilities may be assigned as needed.Qualifications:High school diploma or equivalent work experience.Knowledge of personal banking products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.Basic knowledge learned on the job.Verbal & written communication skills - Basic (in business environment).Organization skills - Basic (in business environment).Collaboration & team skills - Basic (in business environment).Compensation and Benefits:$32,600.00 - $44,000.00Pay 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.

Associate Account Executive

Aon, Toronto, ON

Associate Account Executive Mining Are you looking for an opportunity to take your next step in the insurance industry? Have an interest in Mining Company risk factors and how we can help them make good decisions to mitigate them? Note: This is a hybrid role with the flexibility to work both virtually and from our Toronto office. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Developing knowledge of client operations and risk exposures; Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations within service level standards; Assist managing renewal process, including preparing the renewal documents, presenting to client for approval, obtaining the binding order, and reviewing policy documentation and delivering to client in a timely manner. Escalating, as required, complex/difficult customer inquiries to the appropriate team leader; Develop and maintain business contacts with prospects and clients; Collaborate with other team members to meet the needs of clients regarding insurance and risk management; Collaborate and liaise with colleagues in Aon's international network; Collaborate in negotiations with insurers and maintain good relationships with them; Support the management of a global insurance portfolio; Supporting the timely renewal process of coverages; Review of applications and renewal information for completeness and accuracy Ensure the accuracy of insurance contracts; Support the Account Manager in keeping clients informed of new products, new coverages and market trends; Respond to client needs and develop a relationship with the client to solidify the relationship with Aon. How this opportunity is different Interested in being part of a fast-paced environment and being part of a specialty team? This could be the opportunity for you. Working within the Mining team, this position offers plenty of learning opportunities for inspired candidates. As an Associate Account Executive, you will report directly to the Toronto Team Lead. Skills and experience that will lead to success RIBO license, or working towards Min. 5 years of relevant insurance experience Ability to think critically and problem solve effectively General knowledge of all areas of general insurance coverage Strong customer service orientation and interpersonal skills Willingness to learn and develop within a fast paced, high performing team Proficiency in MS Office software Committed team player How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #LI-HYBRID #LI-NA1 2537529

Client Service Associate

BMO, Toronto, ON

Application Deadline: 05/02/2024Address:100 King Street WestSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Toronto is $40,000 Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Associate

BMO Financial Group, Calgary, AB

Application Deadline: 05/19/2024 Address: 525 8th Ave SW East Tower Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Establishes cross-selling initiatives to increase penetration with client. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. May coordinate closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Conducts independent analysis and assessment to resolve strategic issues. Helps determine business priorities and best sequence for execution of business/group strategy. Acts as the prime subject matter expert for internal/external stakeholders. Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure. Designs and produces regular and ad-hoc reports, and dashboards. Maintains current on financing trends in target clients' markets, and communicate same to team members. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Oversees preparation of concise, well reasoned credit correspondence. Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns. Negotiates transactions with clients and provides deal structuring expertise. Oversees documentation and ongoing monitoring of asset and client performance. May manage work flow of other analysts by aligning tasks with departmental goals and objectives. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMOs risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. 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. 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 - $126 000,00 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.

Client Service Associate

BMO, Oakville, ON

Application Deadline: 05/02/2024Address:360 Oakville Place DriveSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in Toronto is $40,000 Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Business Development Associate, BMO Family Office

BMO, Toronto, ON

Application Deadline: 05/09/2024Address: 100 King Street WestJob Family Group:Customer SolutionsProvides 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.Creates innovative business development strategies to grow the business in collaboration with other BMO partners.Contributes to the development of marketing and sales materials for new business opportunities.Identifies short- and long-term value creation opportunities for target customer segments.Develops, maintains, and executes a business plan to achieve client retention objectives.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Ensures alignment between stakeholders.Collaborates with internal and external stakeholders to meet business objectives.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.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.Provides input into the planning and implementation of operational programs.Executes routine tasks (e.g. service requests, transactions, queries, etc.) in accordance with applicable service level agreements.Acts as a relationship manager on assigned projects / programs to ensure alignment with 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 to provides advice and subject matter expertise that facilitates achievement of required business results.Conducts analysis required to inform strategic business development recommendations, and considers the "big picture" to assess the advisability of a course of action toward meeting group and enterprise goals.Collaborates with internal and external stakeholders to provide business context in the design, development, and implementation of business development programs and solutions.May network with industry contacts to gather and identify competitive insights and best practices.Breaks down strategic problems in business development, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Leads or supports change management activities to coordinate strategic business development initiatives across business / groups and support implementation logistics.Leads or participates in implementation of strategic business development initiatives within the group and across BMO by partnering with various internal and external stakeholders; complexity of initiatives may vary, and usually involve multiple stakeholders across the enterprise.Identifies enablers and key issues prior to and during implementation of strategic business development initiatives, and raises issues with stakeholders to resolve issues or risks that jeopardize delivery.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Solid knowledge of Lean process improvement methodology.Working knowledge of process analysis and improvement tools.In-depth understanding of the business unit's risk and regulatory requirements.Strong knowledge of the business unit's transaction fulfillment procedures.Advanced knowledge of process and/or project management.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Compensation and Benefits:$60,000.00 - $111,700.00Pay 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.