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Accounting Supervisor
The Real Estate Centre Inc., Toronto, ON, CA
The Real Estate Centre Inc. is an Ontario based real estate brokerage with offices in Toronto (East and West), Vaughan, Newmarket, Innisfil, Barrie, Orillia and Gravenhurst serving areas beyond their physical locations.We guide and assist our clients with all their real estate needs. Whether they are ready to buy a property, sell an existing one, invest, develop or lease we will create the right opportunity for them to achieve or exceed their real estate goals.We are looking for an Accounting Supervisor who will act as a point of contact between the different parts of the team as well as external parties, such as vendors, clients, lenders, etc.Responsibilities• Coordinates and reviews the work of the staff processing, verifying and recording financial documents and forms, administrating payments, advising clients about financial and tax-related matters.• Supervises the day-to-day work of all assigned staff including the scheduling, assigning and reviewing of work. Monitors staff attendance and performance, recommends disciplinary action when necessary.• Motivates and trains assigned staff, ensuring effective teamwork, high standards of work quality, productivity and organizational performance, continuous learning and encourages innovation in others.• Acts as the principle liaison with the company’s team members and stakeholders on matters related to tender calls and requests for proposals, and the execution of the corresponding contracts and agreements.• Provides payment support services, supervises the preparation and processing of progress payments for contracts, payments for invoices and operating expenditures. Ensures all appropriate holdbacks are retained.• Coordinates preparation of expenditure liabilities at year end.• Supervise contracts, purchasing and payable documents for storage and archive purposes.• Ensures contractual obligations, policies and procedures related to payments are met in accordance with contracts and agreements.• Organize and analyze clients’ financial information, delegate related tasks to the assigned staff and supervise the process• Develops and manages client and stakeholder expectations and relationships through effective service agreements, communication and monitoring of commitments and obligations.• Provides input into and administers assigned budget, ensuring that expenditures are controlled and maintained within approved budget limitations.• When required participates in meetings with clients, stakeholders and service providers.• Provides assistance during tax audits, and responding to notices from tax authorities.• Participates in development of recommendations to streamline and improve financial controls, financial systems, recording and reporting for financial transactions• Identify and understand problem-solving techniques and facilitate a process to solve issues (internally and externally)• Work alongside our investment partners to ensure appropriate reporting and support are provided on a timely basis• Work cross functionally with other team members and departments to ensure we remain aligned with our vision, goals and values• Maintain comprehensive tax records and financial data for institutional use and auditsQualifications and skills• College diploma in Accounting or the equivalent combination of education, training and/or experience.• 5 years financial accounting experience, with an emphasis on accounts receivable life cycle, in a public or private sector accounting environment.• Thorough knowledge of international accounting and generally accepted principles and practices, financial and internal controls, and relevant policies, procedures and legislation.• you have knowledge of financial and reporting systems associated with accounting, finance, monitoring and management reporting• Experience with revenue recognition and analysis.• Considerable experience using computer-based accounting systems (e.g. SAP).• Considerable experience using Microsoft Office Suite Applications (e.g. Excel and Word).• Excellent analytical, conflict resolution and problem-solving skills.• Ability to investigate financial matters/issues and apply knowledge of accounting / auditing principles, modern controllership practices to develop solutions / proposals for senior management that are cost efficient, effective and economical• Highly developed communication skills (oral and written), with the ability to produce comprehensive and concise reports.• Strong customer service and interpersonal skills with the ability to establish effective work relationships with staff at all levels within the organization, as well as internal and external clients• Ability to exercise independent judgments and discretion in dealing with confidential matters.• Excellent organizational and multi-tasking skills and the ability to work independently with minimum supervision prioritize work schedules and plan and execute tasks within tight timelines.• Ability to extract and analyze data to prepare options and recommendations• Experience working within U.S. or international personal, partnership, trust and corporate tax within public practice is considered an assetFull-time: 35 hours/ weekPermanentSalaries: $63,700 / year ($35.00/ hour)
Group Product Manager - Home Financing
BMO, Toronto, ON
Application Deadline: 04/29/2024Address:33 Dundas Street WestResearches, 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 BMO's 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 useEnsures 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 stakeholdersLeads, 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 requirementsDetermines and provides recommendations on product lifecycle.Develops business cases by identifying needs, analyzing potential options, and assessing expected returns on investmentDesigns 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 proceduresStrong 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-depthResearching market trends - in-depth/ExpertRelationship management - in-depth/ExpertCapital management - goodAnalytics and reporting - ExpertProduct marketing - in-depthNegotiation skills - goodSoftware and systems architecture knowledge - good/in-depthFinancial Understanding - good/in-depthAble to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
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.
Financial Planner Investment & Retirement Planning
RBC, Kitchener, ON
Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Kitchener Waterloo Communities. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.What will you do?Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat do you need to succeed?Must-haveFinancial Planning Designation (PFP or CFP or QAFP)Mutual Funds License (IFIC or CSC)Minimum 2 years experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsDigital Savviness, ability to effectively utilize mobile applicationsFluent in English and Mandarin is an assetWhats 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 of flexible benefits, competitive commission structure, and pension optionsWorld-class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your successJob SkillsAdditional Job DetailsAddress:235 IRA NEEDLES BLVD:KITCHENERCity:KITCHENERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:CommissionPosted Date:2024-01-23Application Deadline:2024-05-07Inclusion 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 Branch Director
RBC, Sault Ste. Marie, ON
Job SummaryJob DescriptionWhat is the Opportunity?With C$400 billion in assets under administration, RBC Dominion Securities is Canadians leading in wealth management firm. While investment management is the core offering, our 1,800 investment professionals also provide a full scope of wealth planning services, to help our clients preserve, grow and transfer their wealth to succeeding generations.The Associate BranchDirector works in concert with the Branch Director to oversee all aspects of the branch. Responsibilities include overall branch profitability while meeting strategic targets through: sales management, human resource management, operations control and supervision of compliance. Provide leadership and support to Investment Advisors and support staff in hiring, training and motivating. Assesses performance, provides appropriate developmental opportunities, coaching and feedback as required. Promotes the firms corporate image by developing and maintaining business relationships throughout RBC Financial Group and within their respective communities.What will you do?Clearly demonstrates effective management and supervision of all compliance issues and responsibilities on a daily basis.Provides effective and consistent communication via weekly sales meetings, sales support meetings and team meetings.Engages in high performance coaching with each IA.Provides ongoing coaching to Branch Administrator to ensure their duties are understood and accomplished with a high degree of success; also provides ongoing opportunities for mentoring and development.Clearly demonstrates behaviours which motivate all employees for greatest results including, personal development, recognition and promotion.Consistently seeks opportunities to engage employees in improving the working environment within the branch.Develops actionable feedback for IAs and support staff, whether it is positive or corrective. Is willing to make tough decisions.Solves difficult problems effectively. Deals with the root cause, looks beyond the obvious and doesnt stop at the first or easy answer.Superior written and oral communication skills.What do you need to do to be successful?Must Have:CSC and CPH, and ability to complete BM license within 3 monthsRetail Brokerage Experience with minimum of 2 years Investment Advisor experience or similar experiencePost secondary Education (College or University)Proven experience in leading a team, coaching and developing and motivating others.Demonstrated experience in dealing with ambiguity and managing multiple operations and servicing activities in a fast paced environment.Ability to engage a diverse team that includes branch staff, middle office and internal and external partnersExperience in managing multiple priorities and in dealing with challenging and sometimes complex situations to drive success.Decisive and Results DrivenNice to HaveRBC Dominion Securities experienceWM Operations and Financial Industry backgroundWhats 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 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 impactJob SkillsAdditional Job DetailsAddress:432 GREAT NORTHERN RD:SAULT STE. MARIECity:SAULT STE. MARIECountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-01-30Application Deadline:2024-02-26Inclusion 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.
Director, Corporate Finance
BMO, Thunder Bay, ON
Application Deadline: 04/04/2024Address:859 Fort William RoadFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Electrical & P&C Engineer Specialist
Ontario Power Generation Inc., Courtice, ON, CA, LE E
Status: Regular Full Time  Working Conditions: Hybrid Working Environment   Education Level: bachelor’s degree in engineering or Applied Science (Electrical engineering - Power Systems preferred)Location: Courtice, ONPosition:  MultipleShifts(s): Days, shifts required during special periodsTravel: 30%  Deadline to Apply: 21 Feb,2024Electrify your career and help build a brighter tomorrow. Every generation has a challenge that defines them. At OPG, we are calling on all innovators, disruptors, thought leaders and change-makers. Join us to electrify life in one generation and build a sustainable future powered by our electricity, our ideas, and our people. Join OPG and make history. Whether you work in the skilled trades or are a business professional, a career at OPG is an opportunity to electrify your life on -- and off -- the job. Now we’ve set our sights on being a net-zero carbon company by 2040 and a catalyst to help the economies where we operate achieve net-zero by 2050. OPG operates a diverse portfolio of generation assets including nuclear, hydroelectric, biomass and solar. We are also a cleantech leader and innovator, offering challenging and unique work opportunities. Help us use our power to change the world. ACCOMMODATIONSOPG is committed to fostering an inclusive, equitable, and accessible environment where all employees feel valued, respected, and supported. If you require accommodation during the application or interview process, please advise us as soon as possible so appropriate arrangements can be made. If you require information in a format that is accessible to you, please contact [email protected] NEW CAMPUS: In mid-2025, OPG is establishing our new campus at 1908 Colonel Sam Drive, Oshawa, Ontario. The new campus will provide a cutting-edge work environment that fosters collaboration and innovation.   JOB OVERVIEWOntario Power Generation (OPG) is looking for a dynamic, strategic, and results-driven professional to join our team in the role of an Electrical and Protection & Control Engineering Specialist at our Courtice location.Reporting to the Plant Technical Support Manager, the Electrical and Protection & Control Engineering Specialist is a member of the Central Engineering team, with a focus on Regulatory Compliance, Electrical Protection, Generator Controls, and Electrical Power EquipmentIn this role, you will be responsible for providing technical advice and guidance on a variety of matters with regards to Regulatory Compliance, and Protection and Control, and Electrical Power Equipment supporting Hydroelectric and Thermal station maintenance, operations, performance, reliability, design, and commissioning. Key accountabilities include providing recommendations on planning, organizing, conducting inspections, installations and testing as well as oversight of servicing, maintaining, and renovating as necessary for the continuous safe, efficient, and economical operations of our hydroelectric and thermal plants.This is an exciting opportunity to work in an environment where you will contribute to OPG’s public outreach, engagement, and education efforts as part of the company’s commitment to growing its social license.  KEY ACCOUNTABILITIES  Provide technical advice and guidance on a variety of technical matters for Hydroelectric and Thermal stations maintenance, operations, performance, design and commissioning.  Plan, organize and conduct inspections as well as provide engineering support for the planning, organization and conducting of installations, tests, servicing, maintenance, and renovations necessary for the continuous safe, efficient and economical commissioning and operation of Hydroelectric and Thermal plant equipment.Perform assessments, recognize technical deficiencies, recommend remedial measures, prepare and co-ordinate design changes for submission and approval as required to remain in compliance with applicable codes and legislative requirements.  Implement and conduct approved scheduled programs.  Participate in staff meetings convened to plan and organize work and resourcing required.  Responsible for the preparation and submission of various technical reports.  Assist in developing work methods or procedures including local technical procedures and implement as approved. As a single point of contact for assigned project work or work programs, support project management activities, co-ordinate necessary inputs from other technical disciplines.  As necessary, prepare investment justifications based on conditions assessments of assigned existing systems and equipment. Arrange and oversee contract work.  Prepare specifications, assist in the evaluation of Requests for Proposals, and recommend awarding contracts.  Work with suppliers to resolve problems affecting equipment performance and recommend design changes based on operating experiences.  Oversee work performed by contractors to ensure conformance to specification, resolving differences related to contract interpretation, and dealing with complaints as required.  Maintain records for reference and payment.  Investigate incidents of failure or unsatisfactory performance of equipment, material and service.  Recommend improvements, review input arising from proposed procedural changes and reconcile conflicting viewpoints from trades or trades supervisory staff.  Complete design changes and corrective measures and implement as approved.Maintain close surveillance over equipment noting situations that require action, recognizing impending difficulties, and exercising effective staff control.  Report major maintenance requirements to Supervisor, otherwise, determine and take corrective measures necessary.Collaborate in studies or investigations conducted under a consortium of design, research, operating groups/utilities, and regulatory bodies concerned with the safe efficient and economical production and distribution of power via hydroelectric and thermal plants and other facilities, where applicable.Oversee and assure conformity to safety, environmental and other relevant regulations, legislative changes and directives governing work within the scope of responsibilities assigned to the business unit.Ensure strict adherence to procedures, standing instructions, safety rules, first aid, and resuscitation practice.Prepare detailed estimates for projects and other activities as directed and assist in the preparation of the Section budget and business plans.Keep abreast of advances in hydroelectric plant design and development in general and the assigned technical field in particular.  Participate in various training programs.  EDUCATION Bachelor's Degree in Electrical Engineering or Science in Engineering (Electrical); andCandidate must be a fully licensed engineer in the province of Ontario, or be eligible to be licensed in the Province of Ontario  QUALIFICATIONS   We are looking for an engineering professional with the following:Minimum of 8 years of progressive experience as an Electrical Engineer. Must have experience working in an industrial/plant environment with electrical power distribution equipment, protections and controls.Ideally the successful applicant has prior experience working in the energy industry; power generation, transmission, and/or energy distribution with a utility, and should have a thorough understanding of:Protection fundamentals and protection systems design.Generator Controls (Exciters and Governors)NERC Standards, IESO market Rules and NPCC DirectoriesStationary Battery Systems.Engineering studies such as short circuit, coordination, arc flash and load flow.This position is part of the Electrical and Protection & Control Department, therefore a high level of understanding and experience with the following is required:Hydroelectric and Thermal station generators.Liquid-filled and dry-type transformers.High and medium voltage switchgear.Hydro and Thermal station electrical auxiliary systems.Generator, transformer, and station service equipment protective relaying.Generator and auxiliary control systems.NERC Standards, NPCC Directories, Transmission System Code and IESO Market Rules.Plant networks and communication protocols.Programmable Logic Controllers and Supervisory Control and Data Acquisition Systems.Process control cyber security.Effective written and oral communications skills, demonstrated in your technical writing abilities to communicate effectively for the preparation, presentation and implementation of procedures, instructions and comprehensive technical reports; and reviewing drawings, Demonstrated knowledge of the Occupational Health and Safety Act and Regulations, especially for Industrial Establishments and various codes and standards associated with electrical engineering and application of their requirements.Strong interpersonal skills and the ability to work collaboratively with various business units and stakeholders.Must be a team player, but as required must be able to work independently with little supervision.Self-motivated, results and detail-oriented individual with ability to work in a fast-paced changing environment and effectively manage multiple tasks simultaneously.Strong problem solving and innovative thinking skills, must be able to provide solutions, ideas and recommendations through effective issue resolution.Proven track record of delivery results.A quick learner, ability to break down complex and technical ideas. Must be able to effectively navigate a highly technical environment in a complex organizational structure.High integrity, upholding company values including Health and Safety, and protection of the environment.Valid Ontario Driver’s License in good standing or a valid Driver’s License in good standing from another Canadian province with intent and ability to obtain a valid Ontario Driver’s License; andWillingness to travel; approximately 25% of timeAbility to work effectively and efficiently in a flexible hybrid office environment.The successful candidate will exhibit uncompromising integrity and commitment to upholding corporate values, and the OPG Code of Business Conduct.   What Makes a Career at OPG Different? As Ontario’s largest clean energy generator, we’re building, expanding, and innovating the equipment and technology that keeps Ontario powered with clean, reliable energy.  At OPG, our values are our strengths.  They are fundamental truths about our organization that don’t change:   Safety – it’s our business. Integrity – always lead with integrity Excellence – never satisfied with good enough  Inclusion – working together for powerful outcomes Innovation - creativity accelerates possibility. Here's why OPG might just be the ideal workplace for you:Exceptional range of opportunities province-wideLong-term career growth and development opportunitiesElectricity is vital to the province and OPG’s clean electricity is helping decarbonize other sectors. Our promise to you:We care about the safety and the well-being of our employees. It is our utmost priority.A supportive work environment where you can be your best every day.Opportunities to stretch and develop.Offer different ways for you to give back to communities where we operate.Partner with Indigenous communities and support local businesses.We support employment equity, diversity, and inclusion. Are you ready to start a career that has the power to electrify life on and off the job? Apply now.    APPLICATION PROCESSPlease submit your application online at https://jobs.opg.com/ by 11:59 PM E.S.T., 21 Feb,2024.  OPG thanks all those who apply; however, only candidates considered for an interview will be contacted. #LI-Hybrid
Associate Branch Director
RBC, Regina, SK
Job SummaryAssists the branch manager in overseeing daily activities including management, customer service and staff training to ensure effective banking practices. Applies extensive, in-depth knowledge, skills, and practices to perform complex assignments.Job DescriptionWhat is the Opportunity?With C$400 billion in assets under administration, RBC Dominion Securities is Canadians leading in wealth management firm. While investment management is the core offering, our 1,800 investment professionals also provide a full scope of wealth planning services, to help our clients preserve, grow and transfer their wealth to succeeding generations.The Associate BranchDirector works in concert with Branch Director to oversee all aspects of the branch. Responsibilities include overall branch profitability while meeting strategic targets through: sales management, human resource management, operations control and supervision of compliance. Provide leadership and support to Investment Advisors and support staff in hiring, training and motivating. Assesses performance, provides appropriate developmental opportunities, coaching and feedback as required. Promotes the firms corporate image by developing and maintaining business relationships throughout RBC Financial Group and within their respective communities.What will you do?Clearly demonstrates effective management and supervision of all compliance issues and responsibilities on a daily basis.Provides effective and consistent communication via weekly sales meetings, sales support meetings and team meetings.Engages in high performance coaching with each IA.Provides ongoing coaching to Branch Administrator to ensure their duties are understood and accomplished with a high degree of success; also provides ongoing opportunities for mentoring and development.Clearly demonstrates behaviours which motivate all employees for greatest results including, personal development, recognition and promotion.Consistently seeks opportunities to engage employees in improving the working environment within the branch.Develops actionable feedback for IAs and support staff, whether it is positive or corrective. Is willing to make tough decisions.Solves difficult problems effectively. Deals with the root cause, looks beyond the obvious and doesnt stop at the first or easy answer.Superior written and oral communication skills.What do you need to do to be successful?Must Have:Post-Secondary Education (College or University)Retail Brokerage Experience with minimum of 2 years Investment Advisor experience or similar experienceDemonstrated experience in dealing with ambiguity and managing multiple operations and servicing activities in a fast paced environment.Ability to engage a diverse team that includes branch staff, middle office and internal and external partnersExperience in managing multiple priorities and in dealing with challenging and sometimes complex situations to drive success.Proven experience in leading a team, coaching and developing and motivating others.Decisive and Results DrivenCSC, CPH, BM license preferred.Nice to HaveRBC Dominion Securities experienceWM Operations and Financial Industry backgroundWhats 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 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 teamOpportunities to do challenging workJob SkillsAdditional Job DetailsAddress:REGINA MAIN BRANCH, 2010 11 AVE:REGINACity:REGINACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2023-10-23Application 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.
Junior Banking Accountant - Maintenance of Financial Records regarding Investment Funds - BNSJP00033097
S.i. Systems, Toronto, ON
Location Address: 70 University Ave (Hybrid - 2/3 Days in Office)Contract Duration: Until Sept 30th, 2024Story Behind the Need• Business group: The Bank's Fund Accounting team oversees the maintenance of financial records regarding investment funds. Working to ensure accounting records are kept for the investor/portfolio activities.Responsibilities:• Prepare Net Asset Value calculation per share on a daily basis for assigned funds• Reconcile general ledgers to subsidiary ledgers and escalate to Senior Fund Accountants/Assistant Manager for outages• Review and process transactions related to dividends, interest, corporate actions and trades instructed by traders/portfolio managers• Reconcile and review accounting holdings to custody, investment book of record and prime broker statements. Investigate and resolve any outages.• Reconcile and review accounting unitholder holdings to transfer agency report. Investigate and resolve any outages.• Reconcile and review bank statements. Investigate and resolve any outages with internal and external parties to resolve in timely manner• Review tolerance threshold breaks as outlined in the department policy and communicate any issues to Senior Fund Accountants/Assistant Manager for assistance.• Participate in problem solving sessions to identify problems and solutions• Assist in the preparation of tax distribution calculation.• Complete ad-hoc requests as assigned by the Assistant Manager.Must Have Skills:• 1-2 years of Accounting Experience• 1-2 years’ experience with Reconciliations (example: Bank statements, accounting holdings, general ledger)• 1-2 years’ experience working with General Ledger (understanding debit/credits)• 1-2 years’ experience working in an admin/office environment (Co-op/intern experience considered)Nice-To-Have Skills:• Prior Fund Accounting experience• Experience with Excel - VBA Macros and functional equationsBest vs Average: The ideal candidate would be someone with an education in finance/accounting/math and have an understanding of general accounting principals. If the candidate had prior knowledge of fund accounting it would be an asset, as well if the candidate is working towards their CPA or have taken Canadian Security courses this would be taken into consideration.Degrees or certifications:• Post secondary education in Finance/Accounting/Math is preferred Apply
Associate Branch Director
RBC, Toronto, ON
Job SummaryJob DescriptionWhat is the Opportunity?With C$400 billion in assets under administration, RBC Dominion Securities is Canadians leading in wealth management firm. While investment management is the core offering, our 1,800 investment professionals also provide a full scope of wealth planning services, to help our clients preserve, grow and transfer their wealth to succeeding generations.The Associate BranchDirector works in concert with the Branch Director to oversee all aspects of the branch. Responsibilities include overall branch profitability while meeting strategic targets through: sales management, human resource management, operations control and supervision of compliance. Provide leadership and support to Investment Advisors and support staff in hiring, training and motivating. Assesses performance, provides appropriate developmental opportunities, coaching and feedback as required. Promotes the firms corporate image by developing and maintaining business relationships throughout RBC Financial Group and within their respective communities.Please Note: This role is in anticipation of future hiring and exact location may change within the GTRWhat will you do?Clearly demonstrates effective management and supervision of all compliance issues and responsibilities on a daily basis.Provides effective and consistent communication via weekly sales meetings, sales support meetings and team meetings.Engages in high performance coaching with each IA.Provides ongoing coaching to Branch Operations Managerto ensure their duties are understood and accomplished with a high degree of success; also provides ongoing opportunities for mentoring and development.Clearly demonstrates behaviours which motivate all employees for greatest results including, personal development, recognition and promotion.Consistently seeks opportunities to engage employees in improving the working environment within the branch.Develops actionable feedback for IAs and support staff, whether it is positive or corrective. Is willing to make tough decisions.Solves difficult problems effectively. Deals with the root cause, looks beyond the obvious and doesnt stop at the first or easy answer.Superior written and oral communication skills.What do you need to do to be successful?Must Have:CSC and CPH, and ability to complete BM license within 3 monthsRetail Brokerage Experience with minimum of 2 years Investment Advisor experience or similar experiencePost secondary Education (College or University)Proven experience in leading a team, coaching and developing and motivating others.Demonstrated experience in dealing with ambiguity and managing multiple operations and servicing activities in a fast paced environment.Ability to engage a diverse team that includes branch staff, middle office and internal and external partnersExperience in managing multiple priorities and in dealing with challenging and sometimes complex situations to drive success.Decisive and Results DrivenNice to HaveRBC Dominion Securities experienceWM Operations and Financial Industry backgroundWhats 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 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 impactJob SkillsAdaptability, Banking Products, Branch Banking, Communication, Cross-Selling, Customer Interactions, Customer Needs, Problem Management, Teller OperationsAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-15Application Deadline:2024-02-16Inclusion 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.
Senior Associate, M&A Corporate Finance - Calgary, Vancouver
Deloitte,
Job Type:Permanent Reference code:125437 Primary Location:Vancouver, BC All Available Locations:Vancouver, BC; Calgary, AB 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 Partner with clients to solve their most complex problems Be empowered to lead and have impact with clients, our communities and in the office. Are you looking for an opportunity to work with business owners and executives on M&A transaction and capital raises? Read more below about joining our group of dedicated M&A professionals!What will your typical day look like?Our team is looking for Senior Associates to play a key role on M&A and growth capital transactions. As part of your role, you will co-ordinate and perform critical aspects throughout the transaction lifecycle in a client-facing role, including: Developing an understanding of a client's business and its drivers Performing financial and valuation analysis, including detailed financial modelling Preparing transaction marketing documents, including confidential information memoranda and management presentations for investors and lenders Conducting financial, business and industry due diligence Developing pitch presentations on actionable M&A and financing opportunities Supporting internal/external business development initiatives About the teamThe Corporate Finance team is a collaborative group that creates value for clients undergoing a capital raise, merger, acquisition or divestiture. Our team is growing and we have consistently been recognized by MergerMarket as the #1 Financial Advisor in both Canadian and Global M&A deal activity (measured by deal volume). We are a group of collaborative and amazing people who value client service excellence while having fun and supporting the career growth and the development of each other. Enough about us, let's talk about youYou are someone with: Completion or progression toward a finance or accounting designation (CPA, MBA, CBV or CFA) Relevant work knowledge of corporate finance, investment banking, corporate banking, or corporate development Attention to detail and strong computer skills (Excel modeling, PowerPoint, Capital IQ) Excellent interpersonal relations and demonstrated ability to work with others effectively in teams Superior verbal and written communication skills Demonstrated analytical ability Total RewardsThe salary range for this position is $58,000 - $106,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.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) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). 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: M&A, Corporate Finance, Finance MBA, Investment Banking, Developer, Management, Finance, Technology
Job Posting Title Financial Planner, Investment & Retirement Planning
RBC, Sault Ste. Marie, ON
Job SummaryJob DescriptionWhat is the opportunity?Please be advised specific location is to be determined. We have upcoming opportunities in the Thunder Bay, Sault Ste Marie and Timmins Markets. As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.What will you do?Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat do you need to succeed?Must-haveFinancial Planning Designation (PFP or CFP or QAFP)Mutual Funds License (IFIC or CSC)Minimum 2 years experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsDigital Savviness, ability to effectively utilize mobile applicationsBilingual (French and English speaking) is an assetMobile within Thunder Bay OR Sault Ste Marie OR Timmins MarketsWhats 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 of flexible benefits, competitive commission structure, and pension optionsWorld-class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your success#LI-RZ1RBCFPJob SkillsAdaptability, Business Development, Client Centricity, CuriosityAdditional Job DetailsAddress:2600 ARTHUR ST E:THUNDER BAYCity:THUNDER BAYCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:CommissionPosted 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.
Senior Manager, Digital & Automation, AOA- Future Opportunity
Deloitte,
Job Type:Permanent Work Model:Hybrid Reference code:125984 Primary Location:Toronto, ON All Available Locations:Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kitchener, ON; Moncton, NB; Ottawa, ON; Regina, SK; Saint John, NB; Saskatoon, SK; St. John's, NL; Toronto, ON; Vancouver, BC; Victoria, BC; Winnipeg, MB 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 Build your leadership skills at Deloitte University. Have many careers in one Firm Are you looking for a new opportunity in technology? Do you want to continue your professional development to reinforce and expand your chosen career path? Take a look at this exciting position! What will your typical day look like? As a Senior Manager in Digital & Automation Advisory, with a focus on Controllership Automation you will review and contribute to the planning and execution of projects primarily associated with BlackLine & Workiva implementations, contribute to business development, keep current on new software functionality and its proper use and applications, review client deliverables prepared by junior staff and develop staff skillsets related to: technical knowledge, communication skills, leadership and project management. You will also have opportunities to serve clients and / or support local office teams around the country and / or internationally, contribute to market and eminence initiatives (including development of new service offerings and marketing campaigns within the practice), develop materials for and participate in the delivery of presentations to clients and firm personnel, and mentor and develop teams of advisory resources. About the team Our Accounting Operations Advisory team focuses on enabling CFO's and their Finance teams for success. We focus on applying our deep knowledge of financial reporting requirements, controls and processes to the operational aspects of Finance - "How" Finance does what it needs to do and where it can enhance the value it brings to the organization. Our core services include CFO / Finance Effectiveness Workshops, Finance Operating Model Assessments, Finance Process Mapping / Redesign, and "Fix Finance" projects (designed to remediate or upgrade finance processes, controls, documentation, systems and tools), and a broad range of Technology Advisory services from assessments, selections, and implementation advisory. The Digital & Automation practice within our Accounting Operations Advisory team is rapidly expanding. The D&A team is a dynamic group who are focused on helping clients improve their financial services through the use of technology. A career in Technology will offer you the opportunity to: Work in a challenging, fast growing, and collaborative team environment with like-minded people who are eminent in their respective technical field Identify needs and develop technological solutions to complex financial problems through debate and discussion, in teams and with clients Continue your professional development to reinforce and expand your chosen career path Assume role as designed in-house BlackLine expert, training colleagues and clients on how best each system can fit their financial needs. BlackLine and Workiva are software-as-a-service applications which introduce automation to different activities in the Record-to-Report cycle. BlackLine automates different steps in the financial close process including; account reconciliation, task management, matching transactions, system-to-system tie outs, variance analysis, and centralization of journal entry postings. Workiva is a reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance. The candidate would ideally be highly motivated with experience implementing BlackLine; knowledge and experience with other ERP (Enterprise Resource Planning) and CPM (Corporate Performance Management) tools is an asset, along with any experience supporting clients through all phases of the implementation lifecycle. Enough about us, let's talk about you You are someone with: CPA designation and minimum 10 years of work experience including at system implementation and understanding of the different phases of the software development lifecycle; Experience in a finance role/in providing assurance, consulting & advisory services to finance functions Prior experience using or implementing BlackLine and/or Workiva solutions. Experience in developing business cases, value realization, roadmaps, cost/benefit analyses and communicating to a range of audiences. Strong technical skills & experience with accounting processes, internal controls, risk assessments, IFRS, ASPE, Public Sector Accounting Standards. Expertise in financial management disciplines such as financial process design, budgeting and planning, financial reporting, financial performance management and business case development Additional expertise in one or more of the following areas considered an asset: Process Redesign, Business IT Strategy, Corporate Strategy, or Shared Services Experience in Finance, IT or Audit, considered as a very strong asset; Capacity to think about requirements from a strategic perspective (options available, pros / cons or different options) Strong project management, facilitation and presentation skills Broad advisory skills Proven ability to deliver the full cycle of project management accountabilities (experienced with project problem diagnosis, solution development, client communications, facilitation of decision making, documentation, managing client expectations and team leadership) Operational (ability to translate the "what is required" into the "how it's done") Problem solving (ability to "find it" and "fix it" Strong technical skills and experience with accounting processes, internal controls, risk assessments, IFRS, ASPE, Public Sector Accounting Standards Total RewardsThe salary range for this position is $100,000 - $205,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.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) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). 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: ERP, Project Manager, Marketing Manager, Developer, Accounting, Technology, Marketing, Finance
Financial Planner Relationship
RBC, Longueuil, QC
Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.What will you do?Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutionsActively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsManage a book of 350 clientsWhat do you need to succeed?Must-haveFinancial Planning Designation (IQPF)Mutual Funds License (IFIC or CSC)Minimum 3 years experience in financial planningProven networking and client acquisition skillsAbility to develop a strong referral networkThis role requires fluency in both French and English in order to serve RBCs French and English-speaking customers in this marketWhat are the advantages for you?We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other, realize our potential, make a difference for our communities and achieve mutual success.Network and develop lasting relationships with students from diverse backgrounds across CanadaParticipate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.Leaders who support your development with coaching and learning opportunitiesWork in a dynamic, collaborative, progressive and high-performance teamAbility to make a difference and lasting impactEnjoy a comfortable work environment with the ability to dress casuallyEVPP4Job SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress:2068 CH DE CHAMBLY:LONGUEUILCity:LONGUEUILCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-03-12Application Deadline:Inclusion 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 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 Director
BMO Financial Group, Quebec City, QC
Application Deadline: 05/02/2024 Address: 2828 boul Laurier Job Family Group: Commercial Sales & Service The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $10,000,000 or more. Job Overview The Associate Director manages a commercial lending portfolio and supports the origination of new clients, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships by cross selling other products (e.g., derivatives, cash management & corporate cards, subordinated debt and equity, leasing, trade finance products, etc.). Job Description: Analyze financial information, agencies rating reports and other related materials. Provide accurate financial analysis and risk assessment of new and existing customers. Prepares credit recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data of new and existing clients. Directly manages the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Manages the risk of the assigned complex portfolio in a timely and precise manner. Leads and executes business development plans for clients. Acts as a key contact to clients on credit related questions and develop strong relationship with clients. Provides research and data gathering to facilitate solution to the clients/prospects business and needs. Participates in sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Coordinates service administration and processing ensuring client experience is seamless and opportunities are identified and met. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Conducts independent analysis and assessment to resolve strategic issues. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Banks position. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Broader work or accountabilities may be assigned as needed. Qualifications: Master or MBA degree (finance, accounting, economics, or related field) with a strong academic achievement with 1-3 years of relevant experience or an undergraduate degree with 3-5 years of relevant experience. A CPA, CBV, CFA or other relevant professional designation or advanced degree, ongoing or completed, is an asset. Well developed analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis. Strong computer literacy and technical skills as it relates to Microsoft Office applications (Excel, Word, PowerPoint). Excellent verbal & written communication skills in French and English. Excellent collaboration & team skills. Negotiations skills with both clients and legal counsel. Strong organizational and collaboration skills with the ability to prioritize work and manage multiple tasks while meeting time sensitive deadlines. 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.
Senior Manager, Risk Governance
BMO, Toronto, ON
Application Deadline: 05/30/2024Address:100 King Street WestAssists in the implementation, maintenance and administration of a specific compliance program. Coordinates and performs risk assessment, monitoring, testing and surveillance activities to ensure program remains current and aligned with BMO Compliance Program. Works with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/group on implications of new regulatory developments or internal products, and assists to implement new/revised policies and programs to address them. Identifies risks and implements appropriate actions to mitigate them. Develops and maintains compliance information for analysis and reporting. Achieves compliance goals by maintaining current knowledge of regulatory requirements and developments. Maintains functional and regulatory expertise specific to business group, and refers to Compliance Policies & Procedures manuals for requirements. Contributes to business/group results by providing oversight and making recommendations that significantly impact the Bank's ability to monitor regulatory compliance programs, minimize operational risk and align with regulatory agencies.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Provides advice and influences assigned business/group on implementation of solutions aligned to regulatory risk appetite based on an understanding of business operations and stakeholder needs.Consults on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.May network with industry contacts to gain competitive insights and best practices.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective professional relationships with business group, internal/external stakeholders and trust with regulators.Analyses/reviews and reports compliance data and associated data to Compliance and business/group management.Leads/participates in the design, implementation and management of core business/group processes.Oversees the implementation, maintenance and monitoring/ reporting of all policies, guidelines, procedures and compliance programs, provides advice/rulings as necessary, for one or multiple complex function(s)/activity(ies).Effectively challenges risk assessments for business/group and assists to identify more effective compliance controls.Effectively challenges monitoring and testing activities to ensure compliance controls are operating and aligned to regulatory requirements.Identifies, assesses, effectively challenges and oversees the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation.Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution.Analyzes and reports compliance information to Compliance and business/group management.Develops and maintains a high level of expertise in all regulations, directives and guidance which apply to the group(s) supported.Provides input to business/group on emerging risks, regulatory developments and interpretation of regulations.Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls.Performs and/or effectively challenges monitoring and testing activities to ensure regulatory compliance controls are operating and aligned to regulatory requirements. Supports root cause analysis in response to material control failures in business/group.Identifies, assesses, effectively challenges and provides oversight on the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation. Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution.Analyzes and reports compliance information to Compliance and business/group management.Advises first line of defense management and employees on compliance matters.Consults on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives.Ascertains training needs and helps develop training based on gaps identified through the compliance monitoring and testing.Identifies enhancements to business group compliance tools and processes and communicates to required stakeholders.Assists business group management in communicating and implementing changes to applicable regulatory policies and procedures.Represents the business/group Compliance team and interacts with examiners/auditors during internal, external and regulatory audits and examinations.Provides regulatory perspective on business group's sales and marketing materials.Anticipates/ identifies and analyses risk and consequences of unaddressed risk factors/ compliance gaps, and recommends appropriate controls.Builds effective professional relationships with business/groups.Operates effectively within a high stress environment with constantly changing expectations and regulatory & audit scrutiny.Accesses, monitors and reports on sensitive Bank, customer, transactional and employee information to ensure compliance with regulatory requirements.Communicates the roles and importance of each of the three lines of defense, and proactively identifies regulatory risk.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 8+ years of relevant experience and a post-secondary degree in related field of study or an equivalent combination of education and experience.Recognized compliance certificate or equivalent preferred.Detailed knowledge of consumer protection regulations and related marketing and advertising guidelines.Serves as a specialist resource to senior leaders and stakeholders with advanced knowledge of regulatory/ compliance requirements and the operations of a single or multiple business/groups.May require experience at regulatory body for one or more compliance area(s).Strong communication, critical thinking, relationship management and project management skills.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Financial Planner Relationship
RBC, Brossard, QC
Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.What will you do?Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutionsActively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsWhat do you need to succeed?Must-haveFinancial Planning Designation (IPF) or in the process of completionMutual Funds License (IFIC or CSC)Minimum 3 years experience in financial planningProven networking and client acquisition skillsAbility to develop a strong referral networkThis role requires fluency in both French and English in order to serve RBCs French and English-speaking customers in this marketWhats 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.Full-time RBC employee status with unlimited earning potential and full benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsJob SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress:2151 BOUL LAPINIRE:BROSSARDCity:BROSSARDCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-03-28Application Deadline:2024-04-15Inclusion 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.
Conseiller des Cartes Entreprises / Associate Corporate Card Services
BMO, Montreal, QC
Application Deadline: 04/19/2024Address: 105-119-129 rue St-Jacques OJob Family Group:Commercial Sales & Service Poste permanent de 37,5 h par semaine Horaire de travail : le candidat doit être disponible du lundi au dimanche, de 7 h a 18 h et pouvoir faire preuve de flexibilité. Emplacement : Travail a distance ou au 129 rue Saint-Jacques Ouest, Montréal.Le conseiller, Service de cartes d'entreprise, est responsable de fournir un service exceptionnel aux administrateurs de programme de cartes d'entreprise et aux titulaires de cartes d'entreprise en répondant a leurs questions lorsqu'ils communiquent avec BMO par l'intermédiaire des différents circuits du Centre contact clientèle, incluant les services bancaires en ligne et par téléphone. À titre de premier point de contact pour les administrateurs de programme de cartes d'entreprise, le titulaire de ce poste est responsable de traiter les demandes administratives conformément aux procédures d'affaires en vigueur et de manière a aider les clients a atteindre leurs objectifs d'affaires.Le conseiller répond aux demandes des clients concernant les nouveaux produits ou les nouvelles solutions, ainsi que les produits ou solutions améliorés. Il offre également du soutien en temps réel aux administrateurs de programme de cartes d'entreprise relativement a l'utilisation des outils et de la technologie associés au programme et assure la liaison entre les titulaires de cartes d'entreprise et les différents services internes pour faciliter la résolution des problèmes. Finalement, le conseiller doit également préfiltrer toutes les demandes d'émission de nouvelles cartes d'entreprise afin d'assurer qu'elles contiennent tous les renseignements nécessaires sur le demandeur de même que la documentation requise, conformément aux lignes directrices sur la lutte au blanchiment d'argent (LBA). RESPONSABILITÉS 85 % - Service a la clientèle et soutien aux appels entrants Répondre aux appels entrants des titulaires de carte d'entreprise ou des administrateurs de programme de cartes d'entreprise avec rapidité, professionnalisme et efficacité, en respectant les niveaux de service établis.Aider les titulaires de carte d'entreprise ou les administrateurs de programme de cartes d'entreprise pour la configuration des comptes de carte et des hiérarchies, la mise en place de la documentation appropriée et le traitement des demandes de cartes.Traiter les demandes des entreprises clientes avec exactitude, notamment en créant des demandes de service pour le traitement de transactions financières et non financières, en respectant les politiques et procédures de la Banque et les échéanciers établis.Résoudre les problèmes des clients qui communiquent avec nous et répondre a leurs préoccupations de façon proactive, notamment en utilisant les systèmes de BMO pour enquêter et comprendre les causes profondes et sous-jacentes des problèmes et en transmettant les problèmes ou préoccupations au niveau supérieur, au besoin.Transmettre les problèmes ou situations complexes au service approprié et veiller a ce qu'un suivi approprié soit effectué.Maintenir des connaissances a jour sur l'industrie des cartes de crédit, les tendances et les pratiques en vigueur, et intégrer ces connaissances aux entretiens avec les clients de manière professionnelle dans le but d'améliorer les résultats de l'entreprise en lui fournissant des solutions appropriées.Respecter les politiques et procédures de BMO dans le cadre des appels avec les clients afin de minimiser les risques pour l'entreprise et de fournir aux clients des renseignements appropriés conformément a la réglementation en vigueur. Remplir la documentation requise après les appels afin d'assurer un traitement adéquat des demandes des clients.Utiliser la technologie et les outils appropriés pour favoriser l'efficacité des entretiens avec les clients.Aider les clients a diagnostiquer et a résoudre les problèmes lors de l'établissement et de l'utilisation des produits et services tels Opti-Dépenses. 15 % - Efficacité opérationnelle Déceler et transmettre les occasions d'amélioration des procédures d'affaires afin d'améliorer l'efficacité et la rentabilité de l'équipe tout en continuant d'offrir un service de qualité exceptionnelle aux clients.Protéger les avoirs de la banque en respectant les exigences réglementaires, les politiques, les normes et méthodes et les procédures d'affaires relatives aux services bancaires aux particuliers et aux entreprises, au crédit et aux placements, de même que les lignes directrices établies en matière de risque.Préserv e r la confi d entialité des renseig n ements, aut a nt ceux de la ban q ue q u e ceux des clien t s, afin de les protég e r e t de se c o nformer aux directives des p olitiqu e s, nor me s et méthod e s en vigu e ur a la ban q ue.Suivre les procédures en vigueur dans les politiques, normes et méthodes de la banque en ce qui a trait a la prévention des pertes dues a la fraude, au blanchiment d'argent ou au détournement, et a l'identification et a la déclaration des transactions ou activités suspectes qui pourraient être reliées au blanchiment d'argent.Comprendre les exigences réglementaires en matière de conformité, incluant, mais ne se limitant pas aux exigences de déclaration dans le cadre de la Lutte au blanchiment d'argent et au financement des activités terroristes, aux exigences de conformité aux dispositions visant les consommateurs de l'Agence de la consommation en matière financière du Canada et aux dispositions de la Loi sur la protection des renseignements personnels, et prendre les mesures nécessaires en fonction des politiques générales, des normes générales et des méthodes d'exploitation de la Banque.Comprendre les risques et prendre les mesures nécessaires en ce qui a trait aux produits des services bancaires aux entreprises, incluant toute la documentation requise, et respecter toutes les exigences visant a assurer l'intégrité opérationnelle du CCCAN et de BMO Groupe financier. Connaissances et compétences Diplôme d'études secondaires ou expérience de travail équivalente.Compétences en communication, a l'oral comme a l'écrit - compétences approfondiesCompétences éprouvées en résolution de conflits - compétences pratiquesConnaissance de l'organisation - connaissance de baseExpérience concluante dans un environnement similaire ou de vente et de service - expérience de baseConnaissance de la gestion du risque et de la conformité - connaissance de baseBilinguisme français-anglaisCompétences en informatique - compétences pratiques ------------------------------------------------------------------------------------------------------------------------- Permanent position, 37.5h per week Work schedule: the candidates must be fully available and flexible from Monday to Sunday, between 7am and 6pm. Location : Remote/WFH and/or 129 St. Jacques W., Montreal.The Associate, Corporate Card Services is accountable to provide exceptional service to BMO corporate credit card program administrators and/or corporate credit card cardholders by handling incoming inquiries to the Customer Contact Centre via all communication channels including electronic/online and telephone. As the main point of contact for card program administrators, this role is accountable to fulfill administration requests in accordance with approved procedures to meet the clients' business objectives.The Associate responds to inquiries regarding new and/or enhanced products or solutions. This role will also provide card program administrators with real-time support on using program tools and technologies and act as a liason between the corporate card client and various internal departments for issue resolution. The role is also accountable for pre-screening all requests to issue new corporate credit cards to ensure that they contain complete applicant information and supporting documentation in adherence to Anti-Money Laundering (AML) guidelines. ACCOUNTABILITIES: 85% Customer Service and Inbound Support Respond to incoming calls to the Customer Contract Centre from BMO corporate card holders and/or card program administrators, in a prompt, professional and efficient manner in accordance to service level agreement.Assist corporate customers and/or their designated administrator, with card set up, reporting hierarchy set up, putting in place proper program documentations and fulfill card request.Process corporate customer requests, including generating service requests in order to complete financial and non-financial transactions, accurately, within specified timeframes and in accordance with Bank policies and procedures.Proactively address and resolve any customer issue or concern during an incoming call, including investigating in BMO systems to understand the underlying root cause and escalate as required to resolve the issue or concern. Escalate complex or unresolved customer situations to the proper channel and ensure suitable follow up. Maintain current knowledge of the credit card industry, practices and trends and integrate into customer conversations in a professional manner and drive business results based on giving customers the right solutions.Adhere to all BMO policies and procedures during customer calls in order to minimize risk to the business and provide the customer with appropriate information as per established regulations. Perform any required documentation after the call is completed to ensure an accurate processing of any customer request.Use applicable technology and tools to facilitate an effective conversation with the customers.Assist clients in troubleshooting and resolving issues during deployment an ongoing use of products and services such as Spend Dynamics. 15% Operational Effectiveness Identify and escalate process improvement opportunities to increase efficiency and effectiveness of team and still maintain an exceptional level of service to the customer.Protect BMO assets by adhering to all applicable personal banking, commercial banking, investment and lending regulations, policies and procedures, regulatory requirements, process requirements and established risk guidelines.Maintain the confidentiality of both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank policies and procedures.Follow security and safeguarding procedures in accordance with Bank Policy and Procedure for the prevention of loss due to fraud, money laundering or defalcation; identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering.Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions, in accordance with Bank policies and procedures; take appropriate action.Understand risks and take appropriate actions as they relate to corporate products, including all documentation, and any other requirements to maintain operational integrity within BMO Financial Group. Knowledge and Skills :Completed high school education or equivalent work experience.Communication skills (verbal and written) (In-depth)Demonstrate conflict resolution skills (Working)Organizational awareness (Basic)Some success working in a similar and/or related sales and service environment (Basic)Some understanding of Risk Management and Compliance (Basic)Fully Bilingual French/EnglishComputer proficiency (Working)Compensation and Benefits:$35 000,00 - $52 000,00Pay 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.
Director, Corporate Finance
BMO, Pickering, ON
Application Deadline: 04/16/2024Address:1360 Kingston Rd, Unit 15Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.