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Overview of salaries statistics of the profession "Commercial Insurance Broker Team Leader in Canada"

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Group Product Manager - Home Financing
BMO Financial Group, Toronto, ON
Application Deadline: 05/30/2024 Address: 33 Dundas Street West Job Family Group: Customer Solutions Researches, defines, aligns, develops and accountable on the performance management and analytics with P&L (profit and loss) accountability for the mortgage broker channel. Carries out market research, forecasting, and competitive analysis, and assesses problems to develop and implement solutions. Develops and delivers key business insights required for business enablement and growth. Manages product risks in compliance with legal, regulatory, and risk compliance, and reporting. Collaborates with internal partners across the enterprise to define the key performance metrics for managing the performance of the broker channel. In this role the incumbent will have accountability of BMOs broker channel acquisition performance with focus on channel development, external partner relationship management, analytics, pricing and portfolio management. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Develops business analytics and insights (e.g. portfolio profitability tracking, customer analytics, revenue forecasts, operations metrics, trend analytics, and predictive modelling). Breaks down strategic problems and analyzes data and information to provide insights and recommendations. Ability to use Ensures alignment between values and behaviour that fosters diversity and inclusion. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Ensures alignment between stakeholders. Acts as a subject matter expert on relevant regulations and policies. Designs, implements, manages, and enhances our product offering for the broker channel throughout the product lifecycle. Leads the execution of strategic initiatives for the broker channel to deliver on business and financial goals in collaboration with internal and external stakeholders Leads, develops, and manages strategies for reporting and forecasting and/or analytics teams within the business. Works in partnership with treasury, corporate funding, and external partners on additional requirements. Conducts independent analysis and assessment to resolve strategic issues. Leads/oversees and develops vendor relationships and external partnerships and provides guidelines for execution; ensures that all agreements are met as per requirements Determines and provides recommendations on product lifecycle. Develops business cases by identifying needs, analyzing potential options, and assessing expected returns on investment Designs and produces regular and ad-hoc reports, and dashboards. Completes internal and regulatory reporting, and attestations. Conducts complex market research, competitive intelligence, and data analysis. Influences and/or determines credit product risk parameters and metrics. Identifies existing and potential risks and develops risk management controls and processes. Monitors key product performance and growth metrics to identify trends and recommend action plans. Creates the marketing strategy, including offers and campaigns, and works with Marketing and other partners to execute. Develops, implements, and manages product documentation, templates, and requirements to ensure they accurately reflect product and systems functionality. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Develops and implements action plans that meet financial and growth metrics. Develops problem evaluation frameworks and defines research approach. Assesses customer/consumer and channels analysis and develops recommendations. Resolves internal, complex or higher risk customer escalations or policy exceptions, which may include interactions with clients and sales. Continuously improves processes to identify issues and deliver optimal customer experience. Works with partners to develop salesforce training and materials and manages change. Broader work or accountabilities may be assigned as needed. Qualifications: Typically, 7+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience. Desirable to have experience in mortgage broker industry Desirable to have experience in RESL product management Strong experience with consumer / commercial credit applicable to retail and business financing products. Strong experience working with retail and business product fundamentals, including product design, functionality, and related policies and procedures Strong knowledge of product delivery infrastructure systems and underlying product interdependencies. In-depth retail and business banking environmental awareness / understanding. In-depth risk management associated with new and existing product development and management. Strong knowledge of process coordination and management. Deep knowledge of various measurement technologies such as: analytics and visualization software such as Base SAS, SAS EG, Power BI Expert in using specialized query and database tools SAS, SQL, and various reporting tools including, but not limited to PowerBI, TIBCO Spotfire, TIBCO BPM, SQL, SAS and Tableau Strong knowledge of banking product management and associated industry and regulatory requirements. Verbal & written communication skills - Expert. Analytical and problem-solving skills - Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - Expert. Building business cases - in-depth Researching market trends in-depth/Expert Relationship management in-depth/Expert Capital management - good Analytics and reporting Expert Product marketing in-depth Negotiation skills good Software and systems architecture knowledge good/in-depth Financial Understanding good/in-depth Able to manage ambiguity. Data driven decision making - In-depth / Expert. Compensation and Benefits: $84,000.00 - $156,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Operational Buyer
Andritz Hydro Canada inc., Chambly, QC
Summary of the role  Andritz Hydro Canada is looking for a buyer who can assist the buyer already in place to execute the purchasing and delivery of electrical parts for our hydro projects. Project scopes, as well as our expertise, is mainly focused on the design, manufacture and installation of turbines & generators, heavy mechanical equipment related to the retaining structures of hydroelectric power plants, such as Gates, lifting equipment, guides, civil works as well as controls and instrumentation. Recognized as a leader in this field, we serve all Canadian & Private electric generation utilities. The following responsibilities form the core of this role:  •    Source and negotiate pricing with suppliers;•    Issue Purchase Orders and Manage PO revisions;•    Enforce and negotiate commercial terms and conditions and all contractual requirements;•    Follow up and expedite suppliers on deliveries;•    Respond to or facilitate suppliers questions;•    Communicate with Project team and engineers for project details (budgets, requisitions, specifications, delivery dates, etc.);•    Work closely with accounts payables to reconcile invoices and provide supporting documentation;•    Ensure suppliers have the appropriate documentation to proceed with work;•    Ensure suppliers submit all required quality documentation;•    Assist suppliers with validation of packing lists and their creation in LMS;•    Negotiate vendor claims and change orders, as required;•    Coordinate with transport companies, carriers and customs brokers as required, for shipment of orders;•    Handle material returns to vendors as required;•    Support the field for urgent purchases;•    Reporting as required by department or senior management;•    Other duties as assigned.Why do you fit the profile?Successful teams share objectives, and they also share values! In addition to your strong skills and experience, we need someone with high motivation, a positive mindset, and a willingness to be part of a team.  The ideal candidate should be willing to work in a complex, fast-paced environment, with evolving priorities. Result and solution-oriented candidates who follow through with ideas and commitments will perform well within ANDRITZ. As our projects have large scopes and often require years to be completed, your perseverance will be valued with us.  •    3 to 5 years’ experience as a buyer or combination of 1-2 years’ experience & specific certifications;•    Experience with SAP purchasing software is an asset;•    Experience with purchase of electrical materials & parts is an asset  •    Good understanding of commercial terms and conditions of purchase;•    Beginner to Intermediate of Microsoft Outlook, Word, Excel;•    Ability to priorities tasks and work under pressure;•    Ability to communicate clearly;•    Self-starter, motivated and can work with minimal supervision;•    Ability to search web for new suppliers or products;•    Ability to be autonomous and sometimes must work with a minimum of information;•    Employs fair, ethical and transparent procurement practices;•    Ability to priorities tasks and work under pressure;•    Ability to deal with changes in order of priorities;•    Excellent communication skills;•    Demonstrated positive relationships with internal/external customers;•    Knowledge of market trends and purchasing best practices;•    Proficiency in English and French. What do we offer•    Life, disability, dental and extended health insurance;•    Pension plan;•    Hybrid work mode;•    Profit sharing program;•    Employee assistance program;•    Employee individualized training and career plan.  Did you know?ANDRITZ Hydro is: Over 170 years of experience in turbine design Over 471,000 MW of installed and upgraded capacity Over 32,000 turbine units delivered Over 125 years in electrical engineering 65 representative offices worldwide More than 7000 employees worldwide including 310 in Quebec Over 50 Compact Hydro units per year A complete range of designs up to 800 MW 20 manufacturing sites worldwide 10 test beds worldwide *Legal status to work in Canada is required.
Senior Commercial Insurance Marketing Broker
Equest, Toronto, ON
Senior Commercial Insurance Marketing Broker333 Bay St. suite 740, Toronto, ON M5H 2R2, Canada Req #2719Thursday, February 15, 2024We're searching for a Senior Commercial Insurance Marketing Broker. Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity for a Senior Commercial Insurance Marketing Broker in our Toronto, ON office. Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of clients, communities, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Senior Commercial Insurance Marketing Broker , you'll support our Commercial Insurance teams by representing and marketing Westland's solutions to insurance companies and markets.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Total rewards program that takes care of your financial, physical, and mental health Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Support Commercial insurance sales proposals through innovative marketing approaches and solutions You see the big picture and can strategize with account managers and executives Strong communicator and a team player Minimum of 5 years of Commercial Insurance experience (sales, account manager or marketer role) RIBO License Strong working knowledge of L ondon Markets and in-house authorities Once here, you'll: Develop marketing submissions, proposals, presentations, and summaries of our commercial insurance programs. Be an in-house expert, sharing your ongoing knowledge of current market/carrier appetites and approximate rate expectations Continuously build strong working relationships with Carriers/Underwriters Attend industry events and build networking Cooperate with brokers in the USA and London to place international and cross-border accounts Inspire, coach and mentor other Commercial team members through the submission process Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now 333 Bay St. suite 740, Toronto, ON M5H 2R2, Canada
Account Manager Financial Integrity & Controls
Manulife Financial Corporation, Waterloo, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe Opportunity As an Account Manager representing a Shared Service Team; you will have a unique opportunity to learn, reconcile and improve balance sheet reconciliation across the Affinity, Group Benefits, IIC, GIP, and IGP Operations while building strong relationships with our business partners.Prime responsibilities will include a forward thinking approach to the daily balance sheet management, aligned with team goals meeting our audit and business partner commitments. Responsibilities:Balance Sheet management including, account reconciliations, determining best course of clearing outages and resolving outages in short turnaround time.Be a Change Agent by understanding the business process flows and the relationship to the balance sheet to contribute to the end-to-end process flow mapping and accounting model documentation.Bring forward new ideas and changes to improve the quality of the balance sheet clearing.Communicated areas of risk to Financial Integrity and Control (FIC) Leader within a 10-day timeframe.Meet deadline commitments with accuracy demonstrating knowledge, and risks within balance sheet reconciliation.Create business partner relationships to influence clearing of the balance sheet and operational improvements to prevent account outages.Support and meet team goals and objectives through active engagement participation and team functions.What motivates you?You obsess about customers, listen, engage and act for their benefit. You think big, with curiosity to discover ways to use your agile midnset to influence and implement change to improve outcomes. You thrive in teams and enjoy getting things done together.You take ownership and build, and document solutions, focusing on what matters. You do what is right, work with integrity and speak up with confidence.You share your humanity, helping us build a diverse and inclusive work environment for everyone. What we are looking forStrong analytical skillsProven self-starter with the ability to work independently.Continuously challenges the status quo.Strong interpersonal skills and excellent communication skills both written and verbal.Proactive in implementing and owning the processes and controls.Excels in a team environment interacting with both business and finance colleagues globally.Prior experience in Affinity, Group Benefits, IIC or GIP with a financial mentality is an advantage.Prior experience with Lawson, Jets, Dart, & Trecs is an advantage.Graduate of Finance or Business course is preferred but not mandatory.Proven ability to thrive in a fast-paced, impactful, and collaborative team environment while managing multiple, constantly evolving priorities and ad-hoc requests.Comfortable with MS ExcelExperience in Mainframe, AWD, MS Access, SQL data server, and Power BI would be an advantage.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.#LI-HybridAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationWaterloo, OntarioSalary range is expected to be between$49,575.00 CAD - $82,625.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Product Manager - Home Financing
BMO Financial Group, Toronto, ON
Application Deadline: 05/30/2024 Address: 33 Dundas Street West Job Family Group: Customer Solutions The Home Financing Product team (HF) rallies towards a common goal a connected experience for customers as they navigate their biggest financial commitment, their home. The Product Manager will manage the relationship with broker channel external partners, working with cross-functional teams to resolve issues and execute on the broker channel strategy. Working daily with external business partners, Analytics, Sales & Marketing, Distribution channels, Treasury, Product Ops, Digitization, Pricing, Policy, Compliance, Risk and Finance, HF brings together cross functional experts to deliver above market growth in a highly competitive industry. This position offers unparalleled opportunities to learn from experienced Financial Services leaders growing the good by powering our frontline and helping our customers achieve real financial progress. The Product Manager, Home Financing & Equity Products will primarily be responsible for supporting the acquisition strategy and Profit & Loss (P&L) for mortgages and home equity products in the mortgage broker channel, ensuring business plan expectations are achieved with additional focus on external partner relationship management, product design, strategy, customer experience, efficiency, compliance, innovation, continuous improvement and risk management. Supports the execution of strategic initiatives for the broker channel to deliver on business and financial goals in collaboration with internal and external stakeholders Supports managing the relationship with external partners associated with the broker channel Contributes to product policy strategies that support stable and predictable performance and provide strategic differentiation and competitive advantage relative to industry peers. Supporting managing and improving internal and external communication on product, policy, campaigns and other updates in the broker channel Ensures an optimal channel strategy, initiates developments to our channel strategy, and actively manages the channels as required. Contributes to product pricing strategies that support stable and predictable performance and provide strategic differentiation and competitive advantage relative to industry peers. Optimizes fee pricing across the product suite to facilitate profitable, quality growth and a stable, predictable stream of non-interest revenue. Optimizes the financial performance of the product portfolio through the management of customer experience, balance, mix, spread and non-interest revenue; increasing market share, share of wallet, and customer retention; and, product and customer profitability. Product Management and Development Brings product expertise and intimately understand all aspects of product performance and drivers (market, financial, business) to inform product features and benefits and provide advice and recommendations to the Director. Deliver product solutions and enhancements in alignment with the approved Personal Banking Canada strategy that effectively meets the needs of our sales force (e.g., contribute to ease of product sales, fulfillment and servicing), maximizing both product penetration and speed to market. Optimize features and functionality through rationalization and simplification to profitably differentiate products in the marketplace based on a thorough understanding of competitor/ substitute products and product performance and deep customer knowledge/insights. Develop strategic and tactical plans to manage existing products, seeking to maximize value creation across the product portfolio and streamline the product offering, as appropriate, balancing simplification of the product offering with customer need fulfillment. Develop, implement and manage legacy product strategies (if applicable) including migration policy and strategies over time, balancing customer satisfaction with the costs and complexity of maintaining declining portfolios of retired products / pricing packages. Participate in the development of end to end Distribution strategy for Home Financing Products so as to optimize profitability and penetration in the broker channel Monitor operations to ensure product systems and processes are maintained and continuously improved. As appropriate, enhance the product delivery system infrastructure, including improvement of existing product systems, processes and documentation in support of product introductions, changes/ enhancements and operations, in order to meet customer needs and facilitate ease of sales, fulfillment and servicing. Regularly monitor customer and competitive environments to ensure product offers remain relevant to customer needs and achieve the desired competitive positioning. Provide input to the pricing structure for the product, particularly regarding feature/ price tradeoffs, based on a throughout understanding of competitor/ substitute products, product performance and deep customer knowledge/ insights. Monitor product and system performance, acting as subject matter expert to systems development and implementation functions to ensure effectiveness, efficiency and achievement of results across P&C. Monitor interest rates, and manage within approved product group strategies across the product suite, including maintaining the models to analyze the financial impact of rate decisions. Governance and Risk Management Proactively explore existing and potential risks and sources of risk, taking specific actions to more accurately and effectively identify and manage various forms of risk, escalating probable issues of materiality to the Director. Develop new analytical approaches and strategies to identify, measure, mitigate and manage product level risk and collaborate effectively with process simplification & technology on operational risk. Lead compliance activities specific to portfolio, understanding the external regulatory and legal environment and mitigating risks to an acceptable level. Where applicable, manage and maintain a full risk-based pricing capability, incorporating credit risk, market risk, drivers to enable pricing at the margin and push the risk/return envelope. Provide the leadership team with expert advice on the impact of various product decisions on investment, liquidity, capital and transfer prices. Develop and manage the governance and compliance oversight framework for the Product function to support executive attestations and accountabilities. Analytics & Reporting Monitor current and forecasted metrics for growth in balances and profitability Conduct regular analytics on product related metrics, including, but not limited to, revenue, balance, market share Work with product analytics, customer insights teams to provide analysis and recommendations on campaigns, programs and initiatives Participate and prepare regular quantitative reporting related to products/key initiatives Track campaign/program effectiveness by conducting post-campaign analysis and evaluation Key Accountabilities A. Product management, research, strategy & documentation B. Program and campaign development (with database marketing and leads partners) C. Customer Lifecycle Management & Customer Segmentation D. Results monitoring and reporting (Financial, Product and Channel) E. Risk management & regulatory compliance F. Product Policies and Procedures G. Product Assessment H. Product Advice/Subject matter expert I. Channel Optimization and business model enhancement Cross Functional Relationships Distribution (Broker and all other relevant channels) Corporate Marketing & Communications Customer and Product Analytics Risk, Compliance & legal Technology & Operations, including Product Operations Portfolio Management Personal Sales Force Effectiveness Finance, Accounting and Corporate treasury Knowledge & Skills Knowledge: Product Management specific to Home Financing Experience in the mortgage broker industry a strong asset Product fundamentals; including understanding the design and how the product works (policies and procedures), knowledge of delivery infrastructure systems and the system linkages underlying Project management Real estate finance or broker relationship experience a strong asset Financial services/ mortgage industry experience a strong asset Consumer/commercial credit experience a strong asset Environmental awareness/understanding Risk management Process coordination and management Industry and regulatory requirements understanding Skills: Strong cross functional collaboration/Relationship Building Strategic & Analytical Thinking P&L management Financial Modelling Problem-solving Time Management Negotiation Strong communication & influencing skills Program/ Project Management Microsoft Office (Advanced PowerPoint, Intermediated/Advanced Excel) Qualifications: Possess advanced knowledge of Home Financing and related industry Possesses a university degree in business/commerce, data sciences, engineering, finance and/or mathematics (graduate level degrees preferred) and/or 5 to 7 years of experience in product management and/or consulting Familiar with/ willing to learn one or more industry leading data and analytics tool sets including, but not limited to, MS Power BI, TIBCO Spotfire, TIBCO BPM, SQL, SAS and Tableau 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.
Commercial Lines Development Manager
Impact Recruitment, Burnaby, BC
Are you a dynamic leader with a passion for driving growth and profitability in the insurance industry? Look no further! A leading insurance provider in Vancouver is seeking a talented Commercial Lines Development Manager to join their team and lead their underwriting operations in British Columbia and Alberta. Key Responsibilities: Lead and manage commercial lines underwriting operations in alignment with the client's vision and strategy. Develop, communicate, implement, and monitor the region’s annual business plan to drive profitability and growth. Analyze market trends and competitive landscape to identify opportunities and challenges. Foster and maintain strong relationships with brokers through various initiatives. Collaborate with the corporate team to ensure products and services meet market needs. Direct and assist staff in underwriting complex risks and provide ongoing training and development. Requirements: Minimum 1 year of supervisory/management experience. Previous leadership role as a Commercial Lines Supervisor or Manager. Chartered Insurance Professional (CIP) designation or higher. Post-secondary degree or equivalent combination of education and experience. 10 years of commercial underwriting experience with exposure to business development, sales, and marketing. Strong interpersonal, communication, and leadership skills. Excellent analytical and problem-solving abilities. Proficiency in computer skills. Commitment to continuous educational improvement. Why Join Them? Competitive salary and benefits package. Opportunity to work with autonomy and drive regional objectives. Supportive work culture with opportunities for career advancement. Continuous learning and development opportunities. If you’re ready to take your career to the next level and make a difference in the insurance industry, apply now by sending your resume and cover letter to [contact email]. Join our client's team and be a part of their success story! HOW TO APPLY Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact Donal Byrne at [email protected] To learn more about our open positions, visit us at impactrecruitment.ca. ABOUT IMPACT RECRUITMENT Specializing in a wide variety of industries and verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across North America. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca. Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile. IMP07
Associate Vice-President Agriculture
National Bank, Lévis, QC
Being an Associate Vice-President of the Agriculture Unit at National Bank means contributing to the implementation of the Commercial and Private Banking 1859 strategy. It also means taking charge of a team of specialists who contribute to the growth of agricultural producers in the greater Quebec region by offering advice, support and financial services tailored to clients. Your role: Effectively manage your team by creating an engaging work environment that reflects your qualities as an accomplished leader Develop a skilled, proactive and engaged sales force in order to create a superior client experience Support organizational changes and contribute to the development of your team through a multidisciplinary team approach (Commercial, Private Banking 1859, Insurance, etc.) around the client and all of their needs Identify and develop business opportunities in your market, increase your commercial client base and establish business development strategies based on the Bank's orientations Oversee a sustainable and profitable growth plan and meet financial performance targets You must be able to identify and manage the risks inherent to the sector Seek to expand your knowledge and that of your team in integrated consulting services Commercial and Private Banking 1859 Identify and propose ways to change and rethink work practices so as to boost process and system efficiency Keep abreast of economic trends affecting the Commercial Banking sector and ensure that the products and services offered meet our clients’ evolving needs Ensure visibility for the Bank and promote its products and services with various external parties (e.g., accountants, lawyers, notary, Mortgage Broker, etc.) Your team: Reporting to the Regional Vice President Agriculture, you will act as a leader for the team in Quebec, Beauce, Lotbinière-Frontenac, Portneuf, Saguenay Lac St-Jean and Charlevoix. This team is composed of 16 employees, including Account Managers and Account representatives. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development. Prerequisites : Bachelor's degree in a related field and 10 years of relevant experience Master's degree in a related field and 8 years of relevant experience Significant experience dealing with Commercial Banking clients (mid-market and/or agriculture) Knowledge of the agricultural sector or field Solid background in personnel management Experience in complex financing structures and risk analysis Experience in sales coaching Negotiation experience Ability to maximize the use of sales management tools (e.g., dashboards) Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!
Professional Services Group Broking Leader
Aon, Toronto, ON
Join our industry-leading team in Canada and help deliver innovative and effective solutions for our clients as a Broking Leader on our National Broking team at Aon. As a part of this team, you will report directly to our Managing Director Broking and play a key role in empowering results for our clients. This is a hybrid role with the flexibility to work both virtually and from our Toronto office. 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 Oversee the ongoing management of the National Professional Services team to support the delivery of client service excellence Ensuring delivery on Professional Services Group business plan objectives designed to enhance our value proposition and deliver on our key growth strategies Develop and implement optimum product and placement strategies defined by strata and appropriate segment to address specific client needs. Execute these “go to market” strategies. Data management. Develop / execute a plan around PSG data to support client decisions and “go to market” strategies. Effective market management through a systematic process, foster keys relationships at various levels of insurers and develop new insurer capacity Manuscript and bespoke wording strategies, working in conjunction with the Legal and Research practice. Support our client value proposition and reduce E&Os. Training of team members on technical topics. Develop global network to assist with added client value Creating and communicating PSG’s product and service expertise through presentations, panel discussions and educational events, both internally and externally Building internal and external relationships through demonstrated competency, understanding of the clients’ business, and a transparent, consultative style On key and critical accounts identified, working in collaboration with Senior Leadership to: Build and maintain ongoing strategic C level customer relationship Provide consultative service to the key decision makers, which are typically the CFO, Chief Counsel or Board members (e.g. head of Audit Committee) Manage complex sales situations and acquire clients based on “value based selling” Managing the operational and fiscal activities of the department which include talent management, budgets and attainment of financial goals Analyzing business processes and problems and accordingly, develop solutions to enhance efficiencies Coordinating and implementing solutions for process analysis and general department projects Communicating with other functional departments units to ensure proper service and quality levels are maintained. Talent Management: Building the experience, knowledge and capabilities of the broking resources into collaborative, successful team Working collaboratively with Senior Leadership and HR Managers to foster a positive employee environment that is receptive to change In conjunction with Human Resources, determining and deploying effective succession planning, performance management, learning and development solutions, including structured mentorship programs How this opportunity is different As part of Aon’s Specialty Broking, you will be joining a well versed, collaborative national team supporting our clients coast to coast. Within this role, you will be leading a team of technical brokers focused on Professional Liability risk transfer. This role also provides you the opportunity to manage a cross section of small to large clients in various industries, develop “go to market” strategies, carrier relationships, and support sales initiatives. Skills and experience that will lead to success Minimum ten (10) years of commercial insurance and/or marketing/broking experience required; Ability to work collaboratively as a key member of a team and independently with minimum supervision; Client relationship focused; Excellent interpersonal, communication and presentation skills, verbally and written; Strong organization skills and the ability to prioritize under pressure of competing deadlines; Must have strong computer skills and be proficient with the Microsoft Office Package. 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 2542834
Director, AML Officer (Wealth Management)
BMO Financial Group, Toronto, ON
Application Deadline: 05/16/2024 Address: 100 King Street West Job Family Group: Audit, Risk & Compliance Join our team in the dynamic and ever-evolving world of AML oversight! As Director, AML Officer (Wealth Management), you'll oversee the end-to-end effectiveness of our AML program for specific Operating Groups / legal entities, reporting to regulators and subsidiary boards. This position requires a deep understanding of AML, wealth management businesses, and exceptional senior-level communication skills. Navigating the complexities of wealth management, you will work with diverse legal entities, including insurance, broker-dealers, private banks, trust companies, investment advisors, and asset managers. Your expertise in AML controls specific to each business type will be invaluable in ensuring compliance and mitigating risks. We're seeking a candidate who excels in AML, understands the intricacies of wealth management, and possesses the ability to communicate confidently with executives. This position is located in Toronto and offers a hybrid work arrangement with at least 2 days per week on-site and other days remote. If youre looking for your next dream job, consider this one in BMOs ERPM Risk group where every colleague helps protect and grow the bank by providing independent review and oversight of enterprise-wide risks, working together to maintain a risk management framework and fostering a strong risk culture. #ERPMDreamJobs Provides oversight, monitoring and reporting on money laundering (ML), terrorist financing (TF) and sanctions risks for a designated portfolio (Wealth Management) and supports various Enterprise AML strategic initiatives. Develops and monitors risk management framework that includes the governance framework & practices leveraged across BMO to manage ML,TF and sanctions risks. Provides policies & standards, methodologies and controls that increase transparency, accuracy and consistency across groups. Works with stakeholders to implement the methodology, metrics and program standards for the assigned portfolio to ensure compliance as well as effective monitoring, timely reporting and identification of action plans. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Develops an expert understanding of business/group challenges. Networks with industry contacts to gather competitive insights and best practices. Recommends measures to improve organizational effectiveness. May consult to or serve on various committees and task forces. Interprets new regulations and assesses impacts to the governance framework. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Measures the effectiveness of risk governance system and framework; recommends changes as required. Acts as the prime contact for internal/external stakeholder relationships, which may include regulators. Ensures alignment between stakeholders. Represents the risk program / governance structure during internal/external regulatory audits and/or examinations. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Assesses and adapts existing operational programs; develops new capabilities to ensure ongoing success. Manages the review and sign-off process for relevant regulatory reporting. May provide specialized support for other internal and external regulatory requirements. Administers and maintains financial crime risk program activities in adherence to all policies, procedures and established processes. Identifies potential risk situations/ impacts, and make recommendations or escalates to the manager, as per guidelines. Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance. Builds effective relationships with internal/external stakeholders e.g. business stakeholders and Corporate Support Areas (CSAs) in providing second line of defense financial crime risk management support. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. Analyzes data and information to provide insights and recommendations; includes identification of risk impacts for new processes and workflows related to initiatives. Coordinates and monitors the review and sign-off of attestations and reporting. Maintains tools and templates for financial crime risk programs (e.g., AML Legislative Compliance Program), as required. Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. Influences how teams/groups work together. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. Communicates abstract concepts in simple terms. Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. Anticipates trends and responds by implementing appropriate changes. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Expert knowledge of financial crime risk management practices. Expert knowledge of the designated business / product portfolio. Expert knowledge of regulatory requirements. Expert knowledge of quantitative techniques and economic capital methodologies. Expert knowledge & experience with risk policy frameworks; quality control / testing frameworks. Seasoned expert with extensive industry knowledge. Technical leader viewed as a thought leader for innovation. Verbal & written communication skills - Expert. Analytical and problem solving skills - Expert. Influence skills - Expert. Collaboration & team skills; with a focus on cross-group collaboration - Expert. Able to manage ambiguity. Data driven decision making - Expert. Compensation and Benefits: $103,500.00 - $192,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.