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Vice President of Revenue Operations
TYM Business Consulting, North York, ON, CA
TYM Business Consulting provides its clients with the outsourced CFO, financial and accounting support they need to reach their financial goals effortlessly. Besides we provide ancillary services that guide our client’s existing team in the right direction, or fill in gaps where needed.TYM Business Consulting is looking for an experienced leader, a seasoned professional in sales and operation management, to take on the position of VP of Revenue Operations.Job duties and responsibilities:• Responsible for the global vision, strategy and execution of the overall operations and marketing function supporting all lines of business.• Lead the development and use of best-practice policies, practices, and tools that ensure effective project management, cross team communications and workflow• Plan and control budget, revenue, expenses, and sales reporting.• Build cross-functional relationships with all departments, coordinate their work.• Establish and direct marketing, finance, and service delivery teams to ensure the achievement of key financial performance objectives.• Lead the establishment of the annual budget in collaboration with the financial team and execute on annual operations and marketing strategy to increase growth under projected budget allocation.• Define and own sales key performance indicators (KPIs) to drive continuous improvement and innovation, ensuring that targets for profitable sales volume, and other initiatives are met.• Build relationships with C-level in enterprise customer/prospect organizations to ensure the company is their trusted advisor.• Direct investor relation activities including drafting impactful PR communications, providing insightful market data including but not limited to creating presentations and reports to support business needs.• Deliver tangible business results through effective management, clear and repeatable processes, and a systematic elimination of operational inefficiencies.• Identify potential project risks and develop plans to navigate them successfully.• Proactively lead and oversee demand generation activities, promoting customer awareness and engagement through successful sales campaigns and customer-centric initiatives.• Proactively mentor, develop, and inspire operations and sales teams, encompassing performance management, recruitment, training of new employees, including middle and senior managers, and fostering their career growth to deliver their best work.As an experienced professional, you will have:• 10 - 15 plus years of progressive leadership in Sales/Business Operations, with at least five years working at a senior level.• Bachelor’s degree in business, finance, economics or other related fields; an MBA would be an asset.• Strong business acumen and ability to solve complex business issues with relevant marketing solutions.• Experience leading diverse, cross-functional teams• Experience developing and executing on revenue-growth strategies• Experience negotiating large, complex contracts• Excellent negotiation skills and deep experience leading sales & key account negotiations• Exceptional communication and relationship building skills and ability to serve as an ambassador for the organization with a track record of hiring, leading, and training high-performance teams.• Excellent leadership skills with a passion for driving employee engagement and development with the innate ability to navigate change in a fast-paced and evolving environment.• Proven experience building communication strategies with a track record of success;• Strategic thinking with a deep understanding of market dynamics and trends.• Exceptional digital and analytical skills supported by sales/marketing management experience.• A track record of identifying, recruiting, and developing top talent; ability to identify team member skills and capabilities and put them in roles that enable them to shine by maximizing their strengths and developing their opportunity areas.• Start-up experience and entrepreneurial background is preferred.Terms of employment:Permanent, full time: 35 hours / weekAnnual income: $155,500 ($85.47/ hour)
Vice President, Private Equity - BMO Global Asset Management
BMO Financial Group, Toronto, ON
Application Deadline: 05/12/2024 Address: 100 King Street West Job Family Group: Strategy & Change Job Description: Reporting to the Head of BMO Global Asset Management Private Equity, the Vice President, Private Equity is a key member of the private equity team with a broad range of responsibilities that include sourcing, due diligence, deal execution, portfolio management and management reporting for existing and future private equity funds/programs managed on behalf of institutional and private wealth clients. The individual will partner with the Head of Private Equity to expand BMOs global presence in the private equity sector. The role requires an experienced individual that is inquisitive, conscientious and possesses the competencies and desire to grow the private equity business within a renowned, global, Canadian financial institution by being actively involved in all aspects of the business. Investment Management Participating in all stages of a transaction including initial deal-flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and quarterly reporting Analyzing and reviewing financial and operating information relating to private equity fund investments and co-investments Performing comprehensive research and due diligence on new investment opportunities Preparing and/or reviewing financial models Assessing the strengths and risks of each proposed investment Summarizing the investment thesis in an investment memorandum for presentation to an Investment Committee Reviewing and negotiating legal agreements, including Limited Partnership Agreements and Subscription Agreements Conducting benchmark analysis using external Private Equity data sources such as Preqin, PitchBook, Burgiss and/or Cambridge Associates Preparing quarterly performance reports for a portfolio of fund investments and co-investments Verifying portfolio data to ensure accuracy Reviewing and analyzing quarterly NAV statements and completing Mark-to-Market adjustments for existing portfolio investments, if required Monitoring cash flows (capital calls and distributions) for the managed funds and their underlying investments Completing reporting requirements, developing reports, and providing ad-hoc reporting Relationship Management Establishing effective business relationships within the Canadian, U.S., U.K., and Western European private equity industry Collaborating with BMO partners that are also active in private equity industry Liaising regularly between the various BMO Global Asset Management teams that support the business (e.g., product, distribution, legal, tax) Maintaining strong relationships with investors Business Development Promoting both the private equity capabilities of BMO GAM and the businesss global products to North American institutional and qualified, accredited, high net worth investors Drafting offering memoranda and investor presentations Collaborating with BMO GAMs Distribution team as well as BMO Private Wealth Management to identify and market to prospective investors Collaborating with the BMO GAM Product team in the launch of new products Risk Management & Compliance Managing the portfolio within established risk framework Monitoring activities to ensure ongoing compliance with risk appetite, framework, and policies Ensuring that new proposed investments comply with Anti Money Laundering protocols Collaborating with the BMO Legal and BMO Tax teams to effectively manage the risks to the investors and BMO Authorities Scope & Impact As a key member of the Private Equity team, the successful candidates responsibilities will include developing innovative solutions to provide target markets with access to the private equity asset class and growing the private equity portfolios. The successful candidate will be involved in all stages of the transaction process, including initial deal flow identification, due diligence, preparation of investment papers, review of legal documents, management of capital calls and distributions and regular quarterly reporting. Cross Functional Relationships The role will involve some client-facing activity and there is scope for the successful candidate to be involved in business development. There will be a need for regular liaison and contact with our internal partners. The candidate will have a high regard for risk management and compliance procedures. Knowledge & Skills Education and Qualifications An undergraduate degree, preferably with a degree in business CA or CFA qualification is an asset MBA is an asset Experience investing in the private equity sector (funds and co-investments) with at least 8 years experience Skills and Abilities Strong financial skills and investment acumen Proven ability to work with seasoned private equity professionals An understanding of the value creation process in private equity Deep analytical skills to assess the merits and risks of private equity investments Ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized and concise manner Ability to negotiate and communicate fund and deal structures Excellent verbal and written communication skills Strong interpersonal skills used within a collaborative and demanding team environment Capability to independently function as part of a small team through self-motivation Role Details There is scope for the role to expand as the team grows. Based on the 43rd floor of First Canadian Place, the successful candidate will work in a Canadian hybrid work environment The successful candidate will work as a member of a smaller team in GAM Travel may be required Compensation Please note there is a variable compensation component to this role. Compensation and Benefits: $74,800.00 - $138,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Financial Advisor - Greater Toronto Area
RBC, Newmarket, ON
Job SummaryJob DescriptionFinancial Advisor- Greater Toronto Area** As we have many branch locations across this quadrant, we are hiring multiple candidates for this position. You will be required to be fully available to work during RBC's retail branch hours of operation, including extended hours Monday through Saturday until 8:00 PM and Sunday as applicable. Please note if you do not have a completed Designated Financial Services Advisor (DFSA) designation you will be hired in a Financial Intern position. Apply today! **What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.What will you do?Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clientsCommunicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contactUse your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and businessProvide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstancesChampion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.Make good use of technology to connect with clients both virtually and face to faceImplement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local communityCollaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert adviceWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)1-2 years of proven sales experience in the financial services industry, handling credit and investmentsDemonstrated ability to build trust and maintain long-term client relationshipsDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Nice-to-haveFluency in second language Cantonese and/or MandarinActive in developing a solid network in the local communityWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Career development and top-notch sales coaching to take your career to the next levelCompetitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityEVP3P2Job SkillsAdditional Job DetailsAddress:ROYAL BANK PLAZA, 200 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:Regular Trainee (Trainee)Pay Type:SalariedPosted Date:2022-03-16Application Deadline:2024-04-30Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Vice President Operations
Grant Emblems Limited, Toronto, ON, CA
Company DescriptionCelebrating over 100 years in business, we lead the way in design, development and production of highly customized logos and promotional products. Having our roots in the embroidery business has established our unparalleled ability to engineer logos and promotional products to our clients’ exact standards and specification.We are innovative and creative and with our in-house graphics team and manufacturing facilities, both domestic and abroad, we can create the promotional products that fit our clients’ needs.Integrity is our fundamental principle, and it represents the values we stand by in the name of quality, service, reliability and fair pricing.Job DescriptionThe main duties for the position of Vice President Operations are as follows:1. Set corporate and operational strategy, develop and translate goals and targets down to the departmental level and report back on them up to the executive level2. Identify, hire, mentor and develop managers and staff in the departments under your control to provide a leadership team capable of meeting the ongoing activities and challenges of the company3. Champion the needs of the various departments within the operational and financial framework of the company to meet the company’s overall goals and targets4. Engage in the budget planning process with the President and CFO, and plan, identify and allocate equipment, personnel, material and company expenditures to meet company and customer requirements on a timely basis5. Put into effect existing corporate policies, and create and implement new and improved policies6. Ensure adherence to operational procedures and financial controls7. Oversee the promotion of the company both within Canada and internationally8. Oversee the harmonization of various departments, such as Design, Production, Logistics and Finance9. Conduct key negotiations with partners and clientsEducation and Experience Requirements• Master’s Degree or higher in economics, finance, business or related• 5 to 10 years of senior operations management experience in a similar role• 5 to 10 years of experience and in-depth knowledge of the embroidered and printed emblem industry, including detailed knowledge of embroidery manufacturing and corporate identity, and excellent knowledge of emblem manufacturing processes and materials• 5 to 10 years of experience managing manufacturing of embroidered emblems using either Barudan or Tajima multihead equipment, and supervision of technicians in the creation of dst files for embroidery machines using the Wilcom system• 5 to 10 years of supply chain management experience with particular emphasis in fabrics, backings and threads sourced throughout the world for use in embroidery manufacturing. Experience and positive working relationships with suppliers in China, Pakistan and Taiwan will be of particular interest.• Have the communication skills necessary to meet the requirements and challenges presented in working in a diverse environment with superiors, colleagues, subordinates, suppliers and customers.Job Type: Permanent, full-timeWork hours: 40 hours per weekSalary: CAD $110,000 per annumLanguage of work: EnglishBenefits: 10 days vacation and group Insurance
Associate Vice President, Corporate Finance
KPMG, Calgary, AB
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG Corporate Finance Inc. is the Ontario Securities Commission regulated entity through which KPMG LLP's investment banking services are provided in Canada. KPMG's Corporate Finance services are principally comprised of merger, acquisition and divestiture advisory services and financing services including raising debt and equity capital. We offer independent financial advisory and investment banking services to both private and public companies. Acting independently of financing sources, we provide clients with objective advice, focusing on strategies that can help meet corporate and shareholder objectives. Our Canadian team consists of over 100 bankers and works with a global team of over 3,000 bankers in 92 offices, thus providing KPMG Corporate Finance with a broad reach and established contacts. In Canada, per a deal study by Refinitiv, we are the leading mid-market M&A advisors, completing the largest number of deals in 2022. We are looking for an experienced Associate Vice President, Corporate Finance, to join our growing practice. In this role you will report to our Vice Presidents and Managing Directors. You are a self-starter who has an interest in mergers and acquisitions and capital markets and will bring your experience to deliver transactions for our clients. What you will do Assume responsibility for the day-to-day execution and delivery of service on a range of corporate finance projects. Draft pitch books, teasers, confidential information memorandums (CIM) and other Merger & Acquisition documentation. Manage, mentor and train junior corporate finance professionals. Prepare and review financial models. Conduct market and industry research, detailed financial analysis and business valuations. Assist in the identification of potential acquisition targets, purchasers and/or investors. Undertake engagement and practice management responsibilities, including billings and adherence to professional practice requirements. Lead proactive business development and deal initiation activities. At times, business needs arise, and employees are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job. Likewise, employees need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role 3 - 5 years of relevant post-graduate experience, in Corporate Finance, or a related field e.g. transaction advisory, investment banking, private equity, management consulting, or corporate development. Proven track record of project initiation/execution in a fast-paced professional setting. CPA, CBV or CFA designations all considered an asset. Strong technical finance proficiency, including knowledge of financial statements and general accounting principles. Demonstrated experience or ability in training and developing junior staff members. Excellent written and verbal communication skills. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Associate Vice President, Non-Retail Model Validation
TD, Toronto, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview The Model Validation team within Model Risk Management is responsible for validating and approving models that are used in TD Bank Group (TDBG) and TD Bank NA (TDBNA) for valuation, risk management, capital assessment and other a wide variety of applications. Job Details Reporting to the VP Model Risk Management, the AVP, Non-Retail Model Validation leads a team that is accountable for establishment and continuous enhancement of the Model Validation process. Primary 2nd Line of Defense accountability for validation and approval of the following models in a global capacity: •Non-retail Rating models •Non-retail Parameter models •Non-retail Allowance models •Non-retail Account Management models •Non-retail Capital/stress testing models •Non-retail PPNR models Individual Accountabilities •Responsible for developing / building a validation team to provide 2nd LOD effective challenge and high-quality validations for a variety of models •Responsible for establishment and continuous enhancement of the Model Validation process. •Responsible for periodic review and update of Model Validation testing procedures •Ensure that the Model Validation process meets all regulatory requirements •Engage and work with a variety of LOBs and model development groups to effectively identify, and control / mitigate model risk •This role requires explicit authority to challenge model developers and users and to elevate their findings, including issues and deficiencies. The individual or unit to whom those staff report to should have sufficient influence or stature within the bank to ensure that any issues and deficiencies are appropriately addressed in a timely and substantive manner. •Respond to regulatory inquiries. Present TD validation procedure / testing standard and MV validation during Regulators' exams. Key Shared Accountabilities •Develop and maintain strong relationships with internal partners and regulators •Compliance with Risk appetite and in alignment with TDBG risk framework •Ensure consistency around model related activities across the Enterprise (model development, validation, usage, etc.) •Responsibility for results of regulatory exams and audits; and remediation when applicable •Talent management/people development (acquisition/retention/succession) Key leadership behaviours •Communicate risk decisions and key modeling choices clearly and in a manner that is easy to understand •Ensure an appropriate balance between complexity of models and a transparent link between risk drivers and outputs •Collaborate with business partners to find appropriate solutions to risk measurement and assessment challenges •Innovate and develop enhanced approaches in modeling and delivery of results Job Requirements Key capabilities: •Lead and develop a large team subject matter experts •Share knowledge and best practices across team •Talent management and development •Explain complex models and risk issues to diverse stakeholders •Make balanced decisions on time vs. scope •Anticipate and address changes in regulatory standards or industry practices. •Expert market knowledge of all businesses at TD and associated risk types •High level of quantitative expertise •Ability to execute against demanding timelines. •Provide independent advice and quantitative support on risk valuation issues Role model who exemplifies TDBG's Leadership Profile: •Make an Impact and Value Speed •Live Transparency and Respecting Different Views •Build for the Future •Show Excellent Judgement •Inspire the Will to Win •Demonstrate Unwavering Integrity •Act Decisively while Working Effectively in team •Influencing to drive changes and decision making •Excellent judgement and addressing issues in a timely manner. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Vice President Group Retirement Plans - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/28/2024Address:100 King Street WestJob Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAM's P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAM's group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales.KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship ManagementC. Planning ACCOUNTABILITIES A. Business DevelopmentProvide ongoing sales support to GAM's retail distribution teams (Regional Sales Managers and Internal sales Representatives)Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offerAct as the point person representing GAM at national and local market events to raise the profile of GAM's group productIdentify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plansFoster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospectsB. Relationship ManagementCreate and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awarenessCo-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB)Build and maintain industry relationships to elevate the awareness of GAM's group offer and a better understanding of the competitive environmentWork with GAM's product, sales support and strategy teams to ensure all sales tools, training materials are leading edgeC. PlanningPrepare/update and implement annual national business planIn partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP productProvide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc.Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancementsUnderstand and assess ongoing opportunities for national and regional sales programsDevelop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities:Advisory - Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company.Monitoring - Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management.Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital MarketsBMO Corporate BankingBMO Wealth partners (IVL, NB, PB, and BMO LA)BMO GAM Senior LeadershipBMO GAM Institutional Sales ManagementComplianceLegalMarketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: • Undergraduate University Degree•5-10 years Investment Sales Experience•PFP or CFP or CIM or FCSI or CFA•In-depth knowledge of investment products and markets•In-depth knowledge of sales strategies•In-depth knowledge of competitive marketplace and trends in group investments product offerings•In-depth knowledge of Bank products, services, organization and banking group interrelationships•Ability to take in knowledge and resolve a magnitude of diverse, complex issuesSkills: •Exceptional sales & customer service orientation skills•Proven investment sales success is mandatory•Exceptional networking, presentation, facilitation, and relationship building skills•Exceptional interpersonal and communication skills•Demonstrated ability to clearly and decisively set priorities•Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests•Sound business planning and organization skills and ability to manage multiple priorities•Ability to work independentlyWorking Conditions:Ability to work in a high stress environment, fast-paced and changing environmentNumerous demands for resources that need to be prioritized within tight deadlinesFrequent travel is requiredGrade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Vice President Group Retirement Plans - BMO Global Asset Management
BMO Financial Group, Toronto, ON
Application Deadline: 05/12/2024 Address: 100 King Street West Job Family Group: Customer Solutions Job Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAMs P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAMs group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales. KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship Management C. Planning ACCOUNTABILITIES A. Business Development Provide ongoing sales support to GAMs retail distribution teams (Regional Sales Managers and Internal sales Representatives) Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offer Act as the point person representing GAM at national and local market events to raise the profile of GAMs group product Identify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plans Foster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospects B. Relationship Management Create and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awareness Co-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB) Build and maintain industry relationships to elevate the awareness of GAMs group offer and a better understanding of the competitive environment Work with GAMs product, sales support and strategy teams to ensure all sales tools, training materials are leading edge C. Planning Prepare/update and implement annual national business plan In partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP product Provide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc. Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancements Understand and assess ongoing opportunities for national and regional sales programs Develop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities: Advisory Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company. Monitoring Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management. Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital Markets BMO Corporate Banking BMO Wealth partners (IVL, NB, PB, and BMO LA) BMO GAM Senior Leadership BMO GAM Institutional Sales Management Compliance Legal Marketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: Undergraduate University Degree 5-10 years Investment Sales Experience PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in group investments product offerings In-depth knowledge of Bank products, services, organization and banking group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex issues Skills: Exceptional sales & customer service orientation skills Proven investment sales success is mandatory Exceptional networking, presentation, facilitation, and relationship building skills Exceptional interpersonal and communication skills Demonstrated ability to clearly and decisively set priorities Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests Sound business planning and organization skills and ability to manage multiple priorities Ability to work independently Working Conditions: Ability to work in a high stress environment, fast-paced and changing environment Numerous demands for resources that need to be prioritized within tight deadlines Frequent travel is required 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.
Vice President Group Retirement Plans - BMO Global Asset Management
BMO Financial Group, Vancouver, BC
Application Deadline: 05/12/2024 Address: 595 Burrard Street Job Family Group: Customer Solutions Job Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAMs P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAMs group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales. KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship Management C. Planning ACCOUNTABILITIES A. Business Development Provide ongoing sales support to GAMs retail distribution teams (Regional Sales Managers and Internal sales Representatives) Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offer Act as the point person representing GAM at national and local market events to raise the profile of GAMs group product Identify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plans Foster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospects B. Relationship Management Create and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awareness Co-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB) Build and maintain industry relationships to elevate the awareness of GAMs group offer and a better understanding of the competitive environment Work with GAMs product, sales support and strategy teams to ensure all sales tools, training materials are leading edge C. Planning Prepare/update and implement annual national business plan In partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP product Provide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc. Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancements Understand and assess ongoing opportunities for national and regional sales programs Develop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities: Advisory Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company. Monitoring Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management. Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital Markets BMO Corporate Banking BMO Wealth partners (IVL, NB, PB, and BMO LA) BMO GAM Senior Leadership BMO GAM Institutional Sales Management Compliance Legal Marketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: Undergraduate University Degree 5-10 years Investment Sales Experience PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in group investments product offerings In-depth knowledge of Bank products, services, organization and banking group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex issues Skills: Exceptional sales & customer service orientation skills Proven investment sales success is mandatory Exceptional networking, presentation, facilitation, and relationship building skills Exceptional interpersonal and communication skills Demonstrated ability to clearly and decisively set priorities Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests Sound business planning and organization skills and ability to manage multiple priorities Ability to work independently Working Conditions: Ability to work in a high stress environment, fast-paced and changing environment Numerous demands for resources that need to be prioritized within tight deadlines Frequent travel is required 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.
Vice President Group Retirement Plans - BMO Global Asset Management
BMO, Vancouver, BC
Application Deadline: 04/28/2024Address:595 Burrard StreetJob Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAM's P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAM's group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales.KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship ManagementC. Planning ACCOUNTABILITIES A. Business DevelopmentProvide ongoing sales support to GAM's retail distribution teams (Regional Sales Managers and Internal sales Representatives)Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offerAct as the point person representing GAM at national and local market events to raise the profile of GAM's group productIdentify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plansFoster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospectsB. Relationship ManagementCreate and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awarenessCo-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB)Build and maintain industry relationships to elevate the awareness of GAM's group offer and a better understanding of the competitive environmentWork with GAM's product, sales support and strategy teams to ensure all sales tools, training materials are leading edgeC. PlanningPrepare/update and implement annual national business planIn partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP productProvide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc.Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancementsUnderstand and assess ongoing opportunities for national and regional sales programsDevelop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities:Advisory - Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company.Monitoring - Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management.Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital MarketsBMO Corporate BankingBMO Wealth partners (IVL, NB, PB, and BMO LA)BMO GAM Senior LeadershipBMO GAM Institutional Sales ManagementComplianceLegalMarketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: • Undergraduate University Degree•5-10 years Investment Sales Experience•PFP or CFP or CIM or FCSI or CFA•In-depth knowledge of investment products and markets•In-depth knowledge of sales strategies•In-depth knowledge of competitive marketplace and trends in group investments product offerings•In-depth knowledge of Bank products, services, organization and banking group interrelationships•Ability to take in knowledge and resolve a magnitude of diverse, complex issuesSkills: •Exceptional sales & customer service orientation skills•Proven investment sales success is mandatory•Exceptional networking, presentation, facilitation, and relationship building skills•Exceptional interpersonal and communication skills•Demonstrated ability to clearly and decisively set priorities•Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests•Sound business planning and organization skills and ability to manage multiple priorities•Ability to work independentlyWorking Conditions: Ability to work in a high stress environment, fast-paced and changing environmentNumerous demands for resources that need to be prioritized within tight deadlinesFrequent travel is requiredGrade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
VP, Claims Operations, TD Insurance
TD, Toronto, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview TD Insurance is part of TD Bank Group, one of Canada's largest financial institutions. TD Insurance helps protect clients from the 'accidents of life' with a wide range of products including credit protection, life, health, travel, home and auto insurance. In Canada, we have two lines of business, General Insurance and Life and Health. Our General Insurance business is one of the top homes and auto insurance groups in Canada and the national leader in group insurance and affinity marketing. Our Life and Health business is the number one provider of critical illness insurance and direct Term Life in Canada. At TD Insurance, we are committed to fostering an inclusive, accessible environment. With a Canada-wide workforce and offices in Atlantic Canada, Quebec, Ontario and Alberta, our company is always growing and can help you to grow. TD Insurance offers a stable and dynamic work environment where talent is appreciated, and professional development is taken seriously. More than just a job, we offer rewarding careers. Job Details Reporting to the Senior Vice President, Claims, Fraud, Litigation, Vendor, SEO, TD Insurance the Vice President, Claims Operations, TD Insurance is responsible for leading a best in-class Claims organization including Auto, Residential, Accident Benefits, Bodily Injury, Life and Health, Small Business and the First Response Centre. Accountabilities of this role include but are not limited to the following: •Deliver on legendary customer and colleague experiences •Manage incurred claims costs within the approved risk appetite to meet thebusiness goals of TD Insurance (TDI) •Continually improve the Claims target operating model, end-to-endprocesses and internal control framework to help TDI achieve its strategicobjectives •Lead a team of 1300+ colleagues across the Auto, Residential, Accident Benefit, Bodily Injury, Small Business, Life & Health and Travel business lines. •Lead the Auto Center network and broader repair capacity opportunityalongside Small Business Insurance claims to support client need. •Focus on the CAT team within Residential; a critical function as extremeweather events continue to increase •Foster positive and collaborative relationships with government andindustry stakeholders to promote the business interests of TDI •Grow talent, develop skills and capabilities of respective teams to achieve career goals, support project/initiative success and achieve business results •Acquire, develop and retain a diverse talent base with the capabilitiesneeded to achieve strategic objectives •Work closely with key business leaders, including the Claims Journey leadership, to develop business plans, ensuring the optimal use of resources and leverage TD's operating model to maximize efficiency, effectiveness and scale •Execute on the annual business plan to deliver results aligned with business strategies •Protect the interests of the organization - identify and manage risks, and escalate non-standard, high-risk transactions / activities as necessary •Set operational team direction and collaborate with others to execute on common goals Job Requirements •Undergraduate degree required; Post Graduate degree preferred •Minimum 7-10 years of progressive insurance relevant experience in leadership roles within the industry •History of leading an operations function, making an impact, developing and executing on strategies and delivering superior results in both the short and long term •Analytical capability required to manage multi-billion dollar claims severity spend. •People Leadership is key in this function; both the ability to effectively collaborate, influence and manage stakeholders across TDI •Proven ability to manage a diverse group of employees in multiple locations is critical to success in this role •Powerful communicator who engages colleagues, business partners, external stakeholders at all levels •Skillful communication (written and verbal), negotiation and partnership skills to balance stakeholder input while remaining focused on delivering results that matter to Sr Leaders within TDI •Comfort operating in ambiguity, testing & learning, failing fast, and remaining resilient under pressure •Expertise in working effectively in teams - requires a track record of working cross-organizationally and with multiple stakeholders at varying levels •Demonstrated experience successfully leading large scale change initiatives •Drive collaboration and deliver synergies across where possible •Ability to role model and embrace TD's Shared Commitments Additional Information Leadership Skills: •Cultivates and models the Colleague Promise to support colleague growth, and a culture of care; make an impact at work by leading with authenticity and supporting well-being to represent TD's brand •Builds and retains an engaged and diverse team that embraces diversity of thought, creativity and curiosity; where every colleague and customer are valued, respected, and listened to; committed to a common goal and collaborate to move with speed and get things done •Sustains, identifies strong talent, recruits, and develops a diverse talent pipeline of qualified workforce to innovate and maximize individual strengths to lead to a better business outcome •Enables colleague growth by encouraging colleague development to achieve career and business objectives; ensuring timely feedback, motivating appreciation and recognition to all colleagues •Enables a continuous learning culture by proactively seeking, listening to and actioning feedback from peers and from colleague listening opportunities to improve the colleague experience •Fosters an environment that promotes sharing of knowledge, information, skills, and subject matter expertise among the team; ensure timely management and escalation of issues and create opportunities to collaborate with other functions and teams •Lead teams through change and create an environment they feel psychologically safe to challenge current practices by modeling resiliency and flexibility, communicating a compelling vision with clarity and empowering colleagues to drive innovation •Foster a high-performance culture by setting team targets and objectives, promoting and facilitating on-going feedback/coaching and conducting Quarterly Check-Ins for all colleagues to drive accountability and business results Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Vice President Mortgage Specialist
BMO, London, ON
Application Deadline: 04/29/2024Address:101 Fanshawe Park Rd E, Unit 3Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.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.Assesses marketplace and competition opportunities to identify strengths, opportunities, and weaknesses and create plans that address gaps and opportunities.Works effectively with other senior leaders to leverage sales and referral opportunities, improve wallet share, and acquire new customers.Develops, maintains, and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.Acts as a key BMO representative for local community activities in the market.Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.Manages risk to minimize losses by monitoring and controlling reports to meet compliance requirements within established risk guidelines.Identifies and shares best practices across a network of divisional leaders.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.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.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.Acts as the prime subject matter expert for internal/external stakeholders.Defines business requirements for analytics and reporting to ensure data insights inform business decision making.Develops and applies the framework for databases; oversees database management 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.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Identifies performance enhancement opportunities to significantly improve employee productivity, reduce costs, and manage risks.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Leads / participates in the design, implementation and management of core business / group processes.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.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.In-depth/Expert knowledge of mortgage and credit portfolio management.In-depth understanding of the real estate and mortgage lending process, investment and insurance products, and applicable regulatory requirements.In-depth/Expert knowledge of the competitive marketplace and trends in mortgage sales.In-depth/Expert project and time management.In-depth/Expert experience with change management.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Compensation & Benefits:$84,000.00 - $156,000.00Grade: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.
Group Financial Advisor - TERM (Saskatoon, SK)
RBC, Saskatoon, SK
Job SummaryJob DescriptionWhat is the opportunity? RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSPs, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value Group Advantage member clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. You grow and deepen client relationships by leading Group Advantage onboarding discussions and advice events and through discovering client needs and providing value added advice and solutions. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their childs education or recommending how to borrow for their Someday, your expertise will contribute to creating meaningful and memorable client experiences.This is a contract, work from home position but may involve some travel to cover Saskatchewan. The successful applicant must be mobile to work at all branches in Saskatchewan as required.What will you do?Communicate with clients to learn about their needs and help them achieve their goalsProvide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needsParticipate in RBC at Work Group Advantage events and member onboardingCollaborate with market-leading professionals in Group Advantage, financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert adviceLeverage technology to deliver on client experience and enable performance and retentionProactively take ownership of resolving and preventing clients banking problemsImplement contact and relationship building strategies, and support new client acquisition in local communityEducate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online bankingWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Certificate in Financial Services Advice, offered through the CSI (e.g., Personal Financial Service Advice and Financial Planning I)2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of the clientDemonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partnersAgile and adaptable to work in multiple environments, with strong presentation skills and comfort presenting in a group environmentDigital savviness across multiple platforms and devices (i.e. Sales platform, e-signature, mobile technologies. Comfortable navigating with and for clientsNice-to-haveFluency in a second languageActive in the local community, developing a solid network in the local communityFamiliarity with Group Advantage value propositionWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Competitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityJob SkillsClient Centricity, Communication, Critical Thinking, CuriosityAdditional Job DetailsAddress:3118 CLARENCE AVE S:SASKATOONCity:SASKATOONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:Contract (Fixed Term)Pay Type:SalariedPosted Date:2024-04-02Application Deadline:2024-05-03Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Associate Vice President (Manager) - Corporate Finance
KPMG, Edmonton, AB
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG is seeking an experienced Associate Vice President (Manager) to join our Deal Advisory team in Region West. Within Deal Advisory, KPMG Corporate Finance Inc. is the OSC regulated entity through which KPMG LLP's investment banking services are provided in Canada. KPMG's Corporate Finance services are principally comprised of merger, acquisition and divestiture advisory services and financing services including raising debt and equity capital. We offer independent financial advisory and investment banking services to both private and public companies. Acting independently of financing sources, we provide clients with pure, objective advice, focusing on strategies that can help meet corporate objectives. We have an extensive international network of over 2,600 corporate finance professionals working from 160 offices in 86 countries thus providing KPMG Corporate Finance with a broad local reach and established contacts. What you will doAs an experienced Associate Vice President, Corporate Finance, you will report to our Vice Presidents and Managing Directors. You are a self-starter who has an interest in mergers and acquisitions and capital markets and will bring your experience to deliver transactions for our clients. Your accountabilities will be but not limited to; Conduct market and industry research, detailed financial analysis and business valuations Draft pitch books, teasers, confidential information memorandums (CIM) and other Merger & Acquisition deliverables Assume responsibility for the day-to-day execution and delivery of service on a range of corporate finance and deal advisory projects Assist in the identification of potential acquisition targets, purchasers and/or investors Assess the business environment and key drivers specific to the company and its sector Prepare and review financial models Manage, mentor and train junior corporate finance professionals Undertake engagement and practice management responsibilities, including billings and adherence to professional practice requirements Lead proactive business development and deal initiation activities At times, business needs arise, and employees are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job. Likewise, employees need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role CPA, CBV and/or CFA designation preferred 4 - 6 years of relevant post-graduate experience, in Corporate Finance, or a related field e.g. transaction advisory, investment banking, commercial/corporate banking, private equity, management consulting, or corporate development Proven track record of project initiation/execution in a fast-paced professional setting Strong technical finance proficiency, including knowledge of financial statements and general accounting principles Demonstrated experience or ability in training and developing junior staff members Excellent written and verbal communication skills Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .
Vice President / Director, Property Brokerage (Real Estate Group)
RBC, Toronto, ON
Job SummaryJob DescriptionApplication ProcedureInterested candidates are invited to upload a cover letter with their resume in the resume section of the system.What is the opportunity?RBC Capital Markets Global Investment Banking is seeking an innovative and versatile Vice President or Director Property Brokerage to join its Real Estate Group (REG) based in Downtown Toronto. The successful candidate will work within REGs Property Brokerage Team with a focus on origination, marketing, execution, due diligence and underwriting across a variety of property types and real estate transactions.RBC Capital Markets Real Estate Group is the largest dedicated real estate corporate finance group in Canada, with offices in Toronto, Montral, Calgary and New York. The Groups capabilities span Property and Debt Brokerage, Equity and Debt Capital Markets, Mergers & Acquisitions and Advisory & Valuation for public, private, corporate and government owners of real estate. The Property Brokerage Team is a marketleading advisor for institutionalquality real estate in Canada, offering comprehensive transaction and advisory expertise for retail, office, industrial, multiresidential, seniors housing, hotel and urban development properties and portfolios.What will you do? Collaborate with clients, partners, and internal/external stakeholders to identify and secure new business opportunitiesStructure, compile, and draft presentation and communication materials, including investment offering summaries, confidential information memoranda, pitch & advisory presentations, responses to RFPs, and other ad-hoc market and industry research reportsOversee the active marketing, negotiation and closing of real estate sales transactionsPerform a lead role in real property transactions on multiple property types including financial analysis, valuation, underwriting and due diligence for real estate properties and portfoliosReview and summarize legal documents, property leases, financing documents, appraisals, building condition assessments and environmental reportsMonitor market trends, analyze data, and provide insights to support decision-makingRepresent the team at networking events, conferences and industry meetingsProvide mentorship, training and guidance to junior team members to enhance their skills and performanceWhat do you need to succeed? Must-have Minimum 7 years of relevant work experience with a proven track record of success in real estate transactions, preferably across multiple institutional quality property types Broad network and strong relationships in the Canadian commercial real estate industryLicensed Real Estate Broker or Sales Representative with the Real Estate Council of OntarioAbility to work as a member of a professional team in a fast-paced corporate environmentExceptional organization and time management skillsStrong quantitative, analytical and financial modeling skills and understanding of Argus EnterpriseStrong computer skills, including Excel, PowerPoint and WordTrusted advisory, in addition to a transactional, mindsetExceptional communication and creative problem solving skillsFlexibility in time schedule to meet clients deadlinesUniversity degree (business/finance/accounting oriented)Demonstrated superior track record in academic/professional endeavoursWhats 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 compensationLeaders who support your development through coaching and managing opportunitiesWork in a dynamic, collaborative, progressive, and high-performing teamJob SkillsAdditional Job DetailsAddress:ROYAL BANK PLAZA, 200 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Capital MarketsJob Type:RegularPay Type:SalariedPosted Date:2024-04-15Application Deadline:2024-04-29Inclusion 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.
Vice President - Canadian Business Banking - Edmonton & Northern Alberta
BMO Financial Group, Edmonton, AB
Application Deadline: 05/04/2024 Address: 10185 101 Street NW Job Family Group: Commercial Sales & Service Come Boldly Grow the Good in Business and Life as a leader in Canadian Business Banking. There is nothing like leading a team of Relationship Managers who create a story of real financial progress for BMOs new and emerging business clients. We offer an inclusive and dynamic environment where you can collaborate with like-minded leaders, across Western Canada, to create strategy and influence team success, while directly impacting the communities we live in. The Vice President, Canadian Business Banking is a sales leadership role where you are empowered to leverage your business banking experience to drive profitable growth. You are a strong sales coach, financial strategy driver and, have the foundational ability to identify emerging sales opportunities that create synergy between lines of business and introduce exceptional business banking solutions to clients. Responsibilities day-to-day include: Leading a Relationship Management team, you will have a direct impact in making credit and pricing decisions, providing recommendations in accordance sound credit-granting principles and, in compliance with Bank policies and procedures. The Vice President Business Banking will provide advisory support and leadership to their team and share insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite, identifying areas of opportunity to creative positive sales results and operational effectiveness. As the successful incumbent, you will: Lead and execute on strategic initiatives aligned with the business and enterprise Build and maintain external relationships with established centers of influence (COIs), industry associations, professional networks, and corporate franchisors to generate new house bank client relationships, and gain competitive insights and best practices Achieve a One-Client approach when building a relationship team who collaborates across the enterprise creating the highest value for all stakeholders in achieving profitable growth Function as a subject matter expert (SME) and trusted advisor to sales team, clients, partners, and senior leaders Clearly define business strategy for the team through clearly defined goals and level-setting. Foster a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Drive overall business efficiency and innovation through the adoption of BMO's digital strategy platform Adhere to internal control standards including adherence to audit, regulatory and compliance policies Provide recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business group Conduct regular market, team, and individual performance sessions, to set clear sales and operational goals, which align to individual and team targets Share advice on unique and complex transactions to improve team sales knowledge and impact client and team targets Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examine individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions Follow security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adhere to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements Maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures Identify risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity Broader accountabilities and project assigned, as needed, to support our business Qualifications: Typically, 7+ years of combined relevant experience and post-secondary education, or related experience that provides broad knowledge of the business banking industry Excellent Verbal & written communication skills Proven excellence in client relationship and stakeholder management Ability to regularly travel to areas within the assigned market, leadership, BMO, client, and industry events is required. Compensation and Benefits: $84,000.00 - $156,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Vice President Mortgage Specialists
BMO Financial Group, Coquitlam, BC
Application Deadline: 05/09/2024 Address: 1161 The High Street, Unit 1 Job Family Group: Retail Banking Sales & Service Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMOs share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMOs purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. 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. Assesses marketplace and competition opportunities to identify strengths, opportunities, and weaknesses and create plans that address gaps and opportunities. Works effectively with other senior leaders to leverage sales and referral opportunities, improve wallet share, and acquire new customers. Develops, maintains, and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients. Acts as a key BMO representative for local community activities in the market. Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution. Manages risk to minimize losses by monitoring and controlling reports to meet compliance requirements within established risk guidelines. Identifies and shares best practices across a network of divisional leaders. 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. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. 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. Acts as the prime subject matter expert for internal/external stakeholders. Defines business requirements for analytics and reporting to ensure data insights inform business decision making. Develops and applies the framework for databases; oversees database management 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. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Identifies performance enhancement opportunities to significantly improve employee productivity, reduce costs, and manage risks. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads / participates in the design, implementation and management of core business / group processes. Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions. Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer. Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies. Participates in projects and other activities designed to improve the customer experience. Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise. Completes all necessary transactional documentation in compliance with security measures. Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities. Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures. Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation. Protects the Banks assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines. Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity. Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures. 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. In-depth/Expert knowledge of mortgage and credit portfolio management. In-depth understanding of the real estate and mortgage lending process, investment and insurance products, and applicable regulatory requirements. In-depth/Expert knowledge of the competitive marketplace and trends in mortgage sales. In-depth/Expert project and time management. In-depth/Expert experience with change management. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Compensation and Benefits: $84,000.00 - $156,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Vice President Mortgage Specialists
BMO, Coquitlam, BC
Application Deadline: 05/09/2024Address: 1161 The High Street, Unit 1Job Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.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.Assesses marketplace and competition opportunities to identify strengths, opportunities, and weaknesses and create plans that address gaps and opportunities.Works effectively with other senior leaders to leverage sales and referral opportunities, improve wallet share, and acquire new customers.Develops, maintains, and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.Acts as a key BMO representative for local community activities in the market.Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.Manages risk to minimize losses by monitoring and controlling reports to meet compliance requirements within established risk guidelines.Identifies and shares best practices across a network of divisional leaders.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.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.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.Acts as the prime subject matter expert for internal/external stakeholders.Defines business requirements for analytics and reporting to ensure data insights inform business decision making.Develops and applies the framework for databases; oversees database management 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.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Identifies performance enhancement opportunities to significantly improve employee productivity, reduce costs, and manage risks.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Leads / participates in the design, implementation and management of core business / group processes.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.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.In-depth/Expert knowledge of mortgage and credit portfolio management.In-depth understanding of the real estate and mortgage lending process, investment and insurance products, and applicable regulatory requirements.In-depth/Expert knowledge of the competitive marketplace and trends in mortgage sales.In-depth/Expert project and time management.In-depth/Expert experience with change management.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Compensation and Benefits:$84,000.00 - $156,000.00Pay 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.
Vice President, Canadian Business Banking – Vancouver
BMO Financial Group, Vancouver, BC
Application Deadline: 05/04/2024 Address: 595 Burrard Street Job Family Group: Commercial Sales & Service Come Boldly Grow the Good in Business and Life as a leader in Canadian Business Banking. There is nothing like leading a team of Relationship Managers who create a story of real financial progress for BMOs new and emerging business clients. We offer an inclusive and dynamic environment where you can collaborate with like-minded leaders, across Western Canada, to create strategy and influence team success, while directly impacting the communities we live in. The Vice President, Canadian Business Banking is a sales leadership role where you are empowered to leverage your business banking experience to drive profitable growth. You are a strong sales coach, financial strategy driver and, have the foundational ability to identify emerging sales opportunities that create synergy between lines of business and introduce exceptional business banking solutions to clients. Responsibilities day-to-day include: Leading a Relationship Management team, you will have a direct impact in making credit and pricing decisions, providing recommendations in accordance sound credit-granting principles and, in compliance with Bank policies and procedures. The Vice President Business Banking will provide advisory support and leadership to their team and share insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite, identifying areas of opportunity to creative positive sales results and operational effectiveness. As the successful incumbent, you will: Lead and execute on strategic initiatives aligned with the business and enterprise Build and maintain external relationships with established centers of influence (COIs), industry associations, professional networks, and corporate franchisors to generate new house bank client relationships, and gain competitive insights and best practices Achieve a One-Client approach when building a relationship team who collaborates across the enterprise creating the highest value for all stakeholders in achieving profitable growth Function as a subject matter expert (SME) and trusted advisor to sales team, clients, partners, and senior leaders Clearly define business strategy for the team through defined goals and level-setting. Foster a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Drive overall business efficiency and innovation through the adoption of BMO's digital strategy platform Adhere to internal control standards including adherence to audit, regulatory and compliance policies Provide recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business group Conduct regular market, team, and individual performance sessions, to set clear sales and operational goals, which align to individual and team targets Share advice on unique and complex transactions to improve team sales knowledge and impact client and team targets Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examine individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions Follow security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adhere to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements Maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures Identify risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity Broader accountabilities and project assigned, as needed, to support our business Qualifications: Typically, 7+ years of combined relevant experience and post-secondary education, or related experience that provides broad knowledge of the business banking industry Excellent Verbal & written communication skills Proven excellence in client relationship and stakeholder management Ability to regularly travel to areas within the assigned market, leadership, BMO, client, and industry events is required. Compensation and Benefits: $84,000.00 - $156,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
RBC Rundle, Global Energy Investment Banking Analyst (Engineering & Geoscience)
RBC, Calgary, AB
Job SummaryRBC Capital Markets is a part of the Royal Bank of Canada, one of the largest providers of financial services in the world. RBC ranks among the top five banks in North America by market capitalization and has one of the highest credit ratings of any financial institution globally.At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether youre helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.RBC Rundle is an integral part of the RBC Capital Markets Global Energy Investment Banking team, providing advisory services across a range of mandates including corporate mergers and sales processes, asset divestitures, and joint venture negotiations.Job DescriptionWhat is the opportunity?RBC Rundle is seeking a motivated and talented individual with strong technical and interpersonal skills looking for an opportunity to join a successful transaction advisory business. Candidates will be applying for a full time, RBC Rundle Analyst position in Calgary, starting immediately.What will you do?Based in Calgary, you will be working with the RBC Rundle team and the broader Energy Platform on an extensive range of upstream and midstream advisory mandates. Primary duties include asset characterization, economics and valuation work, preparation and marketing of asset and corporate opportunities which includes extensive interaction with a global client base.What are we looking for?Must have:University degree in engineering, geology, or geophysicsUp to four years of relevant work experience in the oil and gas sectorStrong Excel, PowerPoint and database management skillsAbility to work independently and react to shifting priorities and changing timelines in a fast paced, dynamic team environmentStrong and effective communicator with both internal and external audiencesFlexibility to work extended hours when requiredNice to have:Enrolment in or completion of a formal financial designation (i.e. CFA)Previous transaction advisory, capital markets or reserves evaluation / resource estimation experienceStrong understanding of engineering evaluation software (i.e. ValNav or Mosaic)Advanced knowledge of GeoScout, Enverus or other mapping softwareKnowledge of Tableau or Power BIWhats in it for you?Experience working in a dynamic, collaborative, progressive, and high-performing teamLeaders who support your development through coaching and mentoring opportunitiesAbility to make a difference through impactful transactions which help shape an industryDevelop analytical skills and gain exposure to industry leading transactions in the energy sector and build towards a fast-paced career in Energy Investment Banking with RBC Capital Markets.Application ProcessSubmit your cover letter, resume and academic transcripts in one PDF document under the resume section online by the application deadline: May 17th, 2024 11:59 (EST). Please note that resumes will be reviewed as they are received, and potential candidates may be contacted prior to the submission deadline.To apply online, search for Position ID R-0000084950 in Search by Keyword and apply to RBC Rundle, Global Energy Investment Banking Analyst (Engineering & Geoscience). Select your location preference: Calgary and address your application to Alishah Nayani, Vice President, RBC Rundle.We thank all interested candidates however, only those selected for an interview will be contacted.Job SkillsAdaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Taking Initiative, TeamworkAdditional Job DetailsAddress:888 3 ST SW:CALGARYCity:CALGARYCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Capital MarketsJob Type:RegularPay Type:SalariedPosted Date:2024-04-22Application Deadline:2024-05-18Inclusion 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.