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Overview of salaries statistics of the profession "Mortgage Closing Specialist in Canada"

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Personal Banker Associate
BMO, Edmonton, AB
Application Deadline: 04/28/2024Address:17504 100 AveDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless execution.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:3Job 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.
Mobile Mortgage Specialist
Coast Capital Savings, Kelowna, BC
Location: Kelowna Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Why join our Mobile Mortgage team? This role gives you the flexibility you want along with a base pay and a commission pay structure not just on mortgages but earn commission on Investments, Visa and Insurance products as well. As part of our Mobile Mortgage team, you'll use your experience to help your members anytime and anywhere they need a mortgage. Your mission is to source residential mortgage business, build strong member relationships and bring those two pieces together to Coast Capital Savings. This unique role allows you to work from your home office, network extensively within your community and be recognized and rewarded with unlimited earning potential. What you'll get to do: Develop a business plan with a goal of maximizing residential mortgage business and enhancing the member experience Write new mortgages and conduct prudent due diligence in the underwriting and documentation processes Seek out new mortgage leads and members by networking in the community and developing relationships with realtors, developers, builders and previous mortgage members Enhance the experience of existing members by helping them with the home buying process, their mortgage and their other financial needs Anchoring members to the appropriate delivery channel at Coast Capital for closing and cross sales Generating referrals to our other internal business units Who are we looking for? We're looking for a self-starter who's a strong lender and excited about working independently to grow a book of business and to reap the rewards of working hard. You love meeting new people and developing relationships focused on the member's needs. You are highly motivated with demonstrated sales and lending skills and underwriting experience from your 3 - 4 years of related experience You have a strong sense of entrepreneurship as you want to build your own business in a fast-paced, competitive market You bring to the team a well-established network of realtors, builders, financial planners and other centers of influence You have a well-developed value proposition that sets you apart from other mortgage specialists You are flexible to work around your member's schedules, whether it be evenings, weekends or during regular business hours Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Mobile Mortgage Specialist
Coast Capital Savings, Langley, BC
Location: Langley Branch Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Why join our Mobile Mortgage team? This role gives you the flexibility you want along with a base pay and a commission pay structure not just on mortgages but earn commission on Investments, Visa and Insurance products as well. As part of our Mobile Mortgage team, you'll use your experience to help your members anytime and anywhere they need a mortgage. Your mission is to source residential mortgage business, build strong member relationships and bring those two pieces together to Coast Capital Savings. This unique role allows you to work from your home office, network extensively within your community and be recognized and rewarded with unlimited earning potential. What you'll get to do: Develop a business plan with a goal of maximizing residential mortgage business and enhancing the member experience Write new mortgages and conduct prudent due diligence in the underwriting and documentation processes Seek out new mortgage leads and members by networking in the community and developing relationships with realtors, developers, builders and previous mortgage members Enhance the experience of existing members by helping them with the home buying process, their mortgage and their other financial needs Anchoring members to the appropriate delivery channel at Coast Capital for closing and cross sales Generating referrals to our other internal business units Who are we looking for? We're looking for a self-starter who's a strong lender and excited about working independently to grow a book of business and to reap the rewards of working hard. You love meeting new people and developing relationships focused on the member's needs. You are highly motivated with demonstrated sales and lending skills and underwriting experience from your 3 - 4 years of related experience You have a strong sense of entrepreneurship as you want to build your own business in a fast-paced, competitive market You bring to the team a well-established network of realtors, builders, financial planners and other centers of influence You have a well-developed value proposition that sets you apart from other mortgage specialists You are flexible to work around your member's schedules, whether it be evenings, weekends or during regular business hours Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Mobile Mortgage Specialist
Coast Capital Savings, Victoria, BC
Location: Victoria Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Why join our Mobile Mortgage team? This role gives you the flexibility you want along with a base pay and a commission pay structure not just on mortgages but earn commission on Investments, Visa and Insurance products as well. As part of our Mobile Mortgage team, you'll use your experience to help your members anytime and anywhere they need a mortgage. Your mission is to source residential mortgage business, build strong member relationships and bring those two pieces together to Coast Capital Savings. This unique role allows you to work from your home office, network extensively within your community and be recognized and rewarded with unlimited earning potential. What you'll get to do: Develop a business plan with a goal of maximizing residential mortgage business and enhancing the member experience Write new mortgages and conduct prudent due diligence in the underwriting and documentation processes Seek out new mortgage leads and members by networking in the community and developing relationships with realtors, developers, builders and previous mortgage members Enhance the experience of existing members by helping them with the home buying process, their mortgage and their other financial needs Anchoring members to the appropriate delivery channel at Coast Capital for closing and cross sales Generating referrals to our other internal business units Who are we looking for? We're looking for a self-starter who's a strong lender and excited about working independently to grow a book of business and to reap the rewards of working hard. You love meeting new people and developing relationships focused on the member's needs. You are highly motivated with demonstrated sales and lending skills and underwriting experience from your 3 - 4 years of related experience You have a strong sense of entrepreneurship as you want to build your own business in a fast-paced, competitive market You bring to the team a well-established network of realtors, builders, financial planners and other centers of influence You have a well-developed value proposition that sets you apart from other mortgage specialists You are flexible to work around your member's schedules, whether it be evenings, weekends or during regular business hours Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Mobile Mortgage Specialist
Coast Capital Savings, Richmond, BC
Location: Richmond Centre Branch Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Why join our Mobile Mortgage team? This role gives you the flexibility you want along with a base pay and a commission pay structure not just on mortgages but earn commission on Investments, Visa and Insurance products as well. As part of our Mobile Mortgage team, you'll use your experience to help your members anytime and anywhere they need a mortgage. Your mission is to source residential mortgage business, build strong member relationships and bring those two pieces together to Coast Capital Savings. This unique role allows you to work from your home office, network extensively within your community and be recognized and rewarded with unlimited earning potential. What you'll get to do: Develop a business plan with a goal of maximizing residential mortgage business and enhancing the member experience Write new mortgages and conduct prudent due diligence in the underwriting and documentation processes Seek out new mortgage leads and members by networking in the community and developing relationships with realtors, developers, builders and previous mortgage members Enhance the experience of existing members by helping them with the home buying process, their mortgage and their other financial needs Anchoring members to the appropriate delivery channel at Coast Capital for closing and cross sales Generating referrals to our other internal business units Who are we looking for? We're looking for a self-starter who's a strong lender and excited about working independently to grow a book of business and to reap the rewards of working hard. You love meeting new people and developing relationships focused on the member's needs. You are highly motivated with demonstrated sales and lending skills and underwriting experience from your 3 - 4 years of related experience You have a strong sense of entrepreneurship as you want to build your own business in a fast-paced, competitive market You bring to the team a well-established network of realtors, builders, financial planners and other centers of influence You have a well-developed value proposition that sets you apart from other mortgage specialists You are flexible to work around your member's schedules, whether it be evenings, weekends or during regular business hours Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Mobile Mortgage Specialist
Coast Capital Savings, North Vancouver, BC
Location: Vancouver, North Vancouver Branch Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Why join our Mobile Mortgage team? This role gives you the flexibility you want along with a base pay and a commission pay structure not just on mortgages but earn commission on Investments, Visa and Insurance products as well. As part of our Mobile Mortgage team, you'll use your experience to help your members anytime and anywhere they need a mortgage. Your mission is to source residential mortgage business, build strong member relationships and bring those two pieces together to Coast Capital Savings. This unique role allows you to work from your home office, network extensively within your community and be recognized and rewarded with unlimited earning potential. What you'll get to do: Develop a business plan with a goal of maximizing residential mortgage business and enhancing the member experience Write new mortgages and conduct prudent due diligence in the underwriting and documentation processes Seek out new mortgage leads and members by networking in the community and developing relationships with realtors, developers, builders and previous mortgage members Enhance the experience of existing members by helping them with the home buying process, their mortgage and their other financial needs Anchoring members to the appropriate delivery channel at Coast Capital for closing and cross sales Generating referrals to our other internal business units Who are we looking for? We're looking for a self-starter who's a strong lender and excited about working independently to grow a book of business and to reap the rewards of working hard. You love meeting new people and developing relationships focused on the member's needs. You are highly motivated with demonstrated sales and lending skills and underwriting experience from your 3 - 4 years of related experience You have a strong sense of entrepreneurship as you want to build your own business in a fast-paced, competitive market You bring to the team a well-established network of realtors, builders, financial planners and other centers of influence You have a well-developed value proposition that sets you apart from other mortgage specialists You are flexible to work around your member's schedules, whether it be evenings, weekends or during regular business hours Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Mobile Mortgage Specialist
Coast Capital Savings, Chilliwack, BC
Location: Cottonwood Branch Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Why join our Mobile Mortgage team? This role gives you the flexibility you want along with a base pay and a commission pay structure not just on mortgages but earn commission on Investments, Visa and Insurance products as well. As part of our Mobile Mortgage team, you'll use your experience to help your members anytime and anywhere they need a mortgage. Your mission is to source residential mortgage business, build strong member relationships and bring those two pieces together to Coast Capital Savings. This unique role allows you to work from your home office, network extensively within your community and be recognized and rewarded with unlimited earning potential. What you'll get to do: Develop a business plan with a goal of maximizing residential mortgage business and enhancing the member experience Write new mortgages and conduct prudent due diligence in the underwriting and documentation processes Seek out new mortgage leads and members by networking in the community and developing relationships with realtors, developers, builders and previous mortgage members Enhance the experience of existing members by helping them with the home buying process, their mortgage and their other financial needs Anchoring members to the appropriate delivery channel at Coast Capital for closing and cross sales Generating referrals to our other internal business units Who are we looking for? We're looking for a self-starter who's a strong lender and excited about working independently to grow a book of business and to reap the rewards of working hard. You love meeting new people and developing relationships focused on the member's needs. You are highly motivated with demonstrated sales and lending skills and underwriting experience from your 3 - 4 years of related experience You have a strong sense of entrepreneurship as you want to build your own business in a fast-paced, competitive market You bring to the team a well-established network of realtors, builders, financial planners and other centers of influence You have a well-developed value proposition that sets you apart from other mortgage specialists You are flexible to work around your member's schedules, whether it be evenings, weekends or during regular business hours Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Mobile Mortgage Specialist
Coast Capital Savings, Abbotsford, BC
Location: Clearbrook Branch Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Why join our Mobile Mortgage team? This role gives you the flexibility you want along with a base pay and a commission pay structure not just on mortgages but earn commission on Investments, Visa and Insurance products as well. As part of our Mobile Mortgage team, you'll use your experience to help your members anytime and anywhere they need a mortgage. Your mission is to source residential mortgage business, build strong member relationships and bring those two pieces together to Coast Capital Savings. This unique role allows you to work from your home office, network extensively within your community and be recognized and rewarded with unlimited earning potential. What you'll get to do: Develop a business plan with a goal of maximizing residential mortgage business and enhancing the member experience Write new mortgages and conduct prudent due diligence in the underwriting and documentation processes Seek out new mortgage leads and members by networking in the community and developing relationships with realtors, developers, builders and previous mortgage members Enhance the experience of existing members by helping them with the home buying process, their mortgage and their other financial needs Anchoring members to the appropriate delivery channel at Coast Capital for closing and cross sales Generating referrals to our other internal business units Who are we looking for? We're looking for a self-starter who's a strong lender and excited about working independently to grow a book of business and to reap the rewards of working hard. You love meeting new people and developing relationships focused on the member's needs. You are highly motivated with demonstrated sales and lending skills and underwriting experience from your 3 - 4 years of related experience You have a strong sense of entrepreneurship as you want to build your own business in a fast-paced, competitive market You bring to the team a well-established network of realtors, builders, financial planners and other centers of influence You have a well-developed value proposition that sets you apart from other mortgage specialists You are flexible to work around your member's schedules, whether it be evenings, weekends or during regular business hours Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Documentation Specialist - TPS
BMO, Vancouver, BC
Application Deadline: 04/11/2024Address: 595 Burrard StreetJob Family Group:Customer Shared ServicesSupports all sales forces in the opening, maintenance and closing of accounts and services. Directly impacts the bank's ability to meet manage risk and regulatory requirements through the timely preparation, review and analysis of treasury management agreements and deposit account documentation. Ensures adherence to all internal and external policies and requirements in order to protect the Bank's assets and minimize losses. Negotiates agreements with internal and external counsel.Advises and guides on sales legal documentation to clients and internal partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Resolves questions and issues with sales agreements and account documentations.Coordinates the management of documents' database; ensures alignment and integration of documents in adherence with BMO's standards.Analyzes information and provide insights and recommendations.Executes the end-to-end documentation processes for assigned sectors, including the distribution, collection, review and analysis.Reviews higher-risk client requests and confirm that proper authorizations have been received.Assists with the development, review and implementation of legal documents.Provides input into the planning and implementation of document management programs.Determines type of documents and appropriate actions as per request and establish procedures and processes.Reviews documents to verify that forms are correctly completed and required formats are used.Executes data entry/processing/tracking to support document management activities.Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.Follows records retention guidelines and policies for type of documentation, as required.Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required.Participates in the design, development, implementation, and management of core processes.Improves operational methods and workflows by identifying, recommending process improvement opportunities.Supports change management work to ensure the achievement of anticipated benefits.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.PC skills (MS Word, Excel, PowerPoint) - Good.Time management skills - Good.Prioritization skills - Good.Ability to multi-task in a fast-paced environment.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation and Benefits:$44,500.00 - $82,500.00Pay 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.
Bilingual Mortgage Retention Specialist - First Nations / Métis / Inuit
BMO Financial Group, Montreal, QC
Application Deadline: 05/30/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Retail Banking Sales & Service Language Requirements for the role: English and French Permanent position: full-time, 37.5hrs per week Current Work schedule: Candidates must be flexible and available to work Monday to Friday, from 10am to 8pm, and Saturdays from 10am-6pm (on rotation). All hours are in EST. Location: Remote We invite all experienced and aspiring First Nations / Mtis / Inuit professionals to apply to roles featured on BMOs Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Mtis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities. This is part of BMOs ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration. Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups. Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives. May provide training and coaching to junior associates as needed. Probes to understand customer needs and provides advice related to personal banking and borrowing strategies in the best interests of the customer. Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups. Escalates complex or unresolved customer situations to managers as required. Performs any required documentation to ensure customers requests are accurately processed. Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner. May research and investigate lending applications, following established processes. Handles customer contacts in an informed, professional, and efficient manner. Integrates marketing promotions and programs into customer conversations, where appropriate. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Makes credit decisions / recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures. Uses authorized credit qualifications as needed to fulfill customer requests. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of personal lending and home financing products. Knowledge of competitive marketplace and trends in product offerings. Knowledge of contact centre operational processes and policies. Knowledge of call centre technology, processes and metrics. Term Investment Qualified (as required). Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37,500.00 - $69,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Bilingual Mortgage Retention Specialist - First Nations / Métis / Inuit
BMO, Quebec, QC
Application Deadline: 05/30/2024Address: VIRTUAL61 - HomeRes - QC - BMOJob Family Group:Retail Banking Sales & ServiceLanguage Requirements for the role: English and French Permanent position: full-time, 37.5hrs per week Current Work schedule: Candidates must be flexible and available to work Monday to Friday, from 10am to 8pm, and Saturdays from 10am-6pm (on rotation). All hours are in EST. Location: RemoteWe invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO's Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified First Nations / Métis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities.This is part of BMO's ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration.Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups. Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives.May provide training and coaching to junior associates as needed.Probes to understand customer needs and provides advice related to personal banking and borrowing strategies in the best interests of the customer.Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups.Escalates complex or unresolved customer situations to managers as required.Performs any required documentation to ensure customer's requests are accurately processed.Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner.May research and investigate lending applications, following established processes.Handles customer contacts in an informed, professional, and efficient manner.Integrates marketing promotions and programs into customer conversations, where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.Makes credit decisions / recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures.Uses authorized credit qualifications as needed to fulfill customer requests.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Knowledge of personal lending and home financing products.Knowledge of competitive marketplace and trends in product offerings.Knowledge of contact centre operational processes and policies.Knowledge of call centre technology, processes and metrics.Term Investment Qualified (as required).Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$37,500.00 - $69,500.00Pay 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.
STO 21R - Structure Protection Specialist
BC Public Service, Kamloops, BC
Posting Title STO 21R - Structure Protection Specialist Position Classification Scientific/Technical Off R21 Union GEU Work Options Hybrid Location Castlegar, BC V1N 4P5 CAKamloops, BC V2H 1B7 CAMultiple Locations, BC CA (Primary)Parksville, BC V9P 2H7 CAPrince George, BC V2N4P7 CASmithers, BC V0J 2N0 CAWilliams Lake, BC V2G 5M1 CASalary Range $67,728.87 - $77,012.22 annually Close Date 4/4/2024 Job Type Regular Full Time Temporary End Date Ministry/Organization BC Public Service -> Ministry of Forests Ministry Branch / Division BC Wildfire Service Job Summary Apply your expertise and passion for innovation to this rewarding career opportunityAlthough the Province is subjected on a regular basis to a wide variety of natural and human made incidents/disasters, a pro-active leadership approach is taken to mitigate any impacts to life, property, and the environment. The BC Wildfire Service (BCWS) provides the foundation for which all aspects of wildfire response and emergency management are conducted in B.C., including planning, preparedness, response, and recovery. The provincial integrated response structure provides for critical operational linkages between jurisdictions, and includes all stakeholders.The Structure Protection Program (SPP) functions to identify and deploy specific fire response resources to support Urban Interface Wildfire situations involving both the BCWS and Local Governments.Explore the opportunities and value working with our team can offer you: Why Work for the Ministry of Forests .Job Requirements: Technical diploma in a field related to forestry, resource management, or equivalent knowledge, plus 3 years recent related experience*; OR Grade 12 plus 5 years related experience*; OR An equivalent combination of education, training and/or *related experience;AND Experience in structural and wildland firefighting; AND Minimum 2 years of supervisory experience. *Related experience is defined as operations or other disciplines related to fire services.Preference may be given to candidates with one or more of the following: Experience working or volunteering in a community firefighting position Experience working in Fireline suppression activities with the BC Wildfire Services (BCWS). Provisos and Willingness Statements: To be flexible regarding ongoing changes in responsibilities, assignments, and corporate structures. To keep current on emerging issues. To take in-house training and certification as required. To fly in aircraft (fixed wing and rotary) as required. To work extended hours, including weekends, and be on standby with limited notice in accordance with the preparedness plan. To travel and/or overnight in remote locations where accommodations may vary as required. To participate in Incident Command System positions as assigned. Valid Class 5 driver's licenceor an equivalent class driver's license from another province or jurisdiction. For questions regarding this position, please contact [email protected] About this Position: There are currently 2 positions available; 1 full time permanent and 1 term auxiliary position. An eligibility list may be established fill future temporary and permanent vacancies for all BC Wildfire Service locations as listed above. Flexible work options are available; this position may be able to work from home a few days a week as per the Telework Agreement. Flexible work options may not be available during emergency operations response periods. Employees of the BC Public Service must be located in BC at the time of employment.Working for the BC Public Service: The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.The Indigenous Applicant Advisory Service is available to applicants that self-identify as Indigenous (First Nations, status or non-status, Métis, or Inuit) seeking work or already employed in the BC Public Service. For guidance on applying and interviewing, please contact [email protected] or 778-405-3452.The BC Public Service is an award-winning employer and offers employees competitive benefits, amazing learning opportunities and a chance to engage in rewarding work with exciting career development opportunities. For more information, please see What We Offer .How to Apply: Your application must clearly demonstrate how you meet the job requirements list above.Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.Resume: YES - A resume is required as part of your application, however, itmay notbe used for initial shortlisting purposes.Questionnaire: YES - You will need to complete a comprehensive questionnaire to demonstrate how you meet the job requirements. Include all relevant information about your educational accomplishments and employment history including job titles, start and end dates (month and year) of your employment, and how you obtained your relevant experience. The questionnaire will take approximately 60 minutes to complete.Helpful tips, videos and more regarding the application process can be found on the Your Job Application page of MyHR. If you are experiencing technical difficulty applying, e-mail [email protected] , before the stated closing time, and we will respond as soon as possible.Additional Information: A Criminal Record Check (CRC) will be required.Applicants selected to move forward in the hiring process may be assessed on the Knowledge, Skills, Abilities and Competencies as outlined in the attached Job Profile located at the bottom of the posting.Applications will be accepted until 11:00 pm Pacific Standard Time on the closing date of the competition.Job Category Compliance and Enforcement, Natural Resource Sector, Scientific and Technical, Trades and Operational
Mobile Insurance and Investment Specialist
Coast Capital Savings, Surrey, BC
Location: Victoria, Admin - Douglas St, Help Headquarters, Kelowna Branch, Langley Business Centre, North Vancouver Branch, Richmond Centre Branch, Vancouver Job Type: Full Time myWork Options: In-person, Hybrid Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The Mobile Insurance & Investment Specialist is responsible for delivering growth of Life Insurance and Segregated Fund sales portfolios in partnership with a dedicated geography of retail branches. Specifically, the Mobile Insurance & Investment Specialist will be responsible for Identifying and capturing new and additional business opportunities through proactively reaching out to customers with renewing policies and life changing events. You will also be responsible for generating additional sales and revenue in the areas of term life insurance, critical illness Insurance and assisting Financial Planners/Advisors in the analysis, proposal, and closing of new Segregated Fund business while supporting and delivering an exceptional Customer Experience through the ongoing maintenance of existing life insurance and Segregated Fund portfolios. What else will you get to do every day? Effectively communicate to both internal (Mobile Insurance & Estate Specialists, Financial Planners/Advisors, etc.) and external customers. Demonstrate commitment by actively contributing support and participation in new corporate initiatives. In conjunction with the Manager, Member Services, the Regional Managers and the Investment teams be actively involved in the community the branch services to foster the image and reputation of Coast Capital Savings. Ensure premium customer service is fulfilled. Establish and maintain strong customer relationships. Dynamically and visibly work collaboratively with as well as provide coaching, training and mentorship to Manager, Member Services, Regional Managers, Planners/Advisors, Relationship Managers, and Member Banking Specialists. Work with branch management team and Planners/Advisors to integrate the efforts and activities of Investment activities. Encourage and provide cross-sharing of knowledge, on-the job applications and experience among team members and between teams. Ensure all processes are in adherence with regulatory and compliance requirements. Be accountable for accurate and complete documentation of all business and customer transactions. Demonstrate discipline in record keeping, sales tracking, CRM notes. Complete educational requirements necessary to maintain all required licensing (ie C.E. Credits). Maintain current relationships as well as mine those relationships for new customer referral opportunities. Fulfill high quality insurance and investment advice and services to customers. Provide a partial range of risk management products including term life insurance and critical illness insurance. Fulfil all new account openings, maintenance, and administration Segregated Fund portfolios in cooperation with the Financial Planner/Advisor. Reactively provide information on external and internal inquiries in regard to segregated funds. Reactively provide service for in force Life, Critical Illness, and Disability Policies. This could be remote communication or in person. Proactively contact customers by phone whose term policies are eligible for conversion / renewal. Success will be measured by appointments booked and completed (with no cancellations) by the Mobile Insurance & Estate Specialists as well as term life and critical illness policies that are within guidelines. Proactively contact our segregated fund customers as required for effective maintenance with a view to grow the portfolio. Upon request, meet with customers and Financial Planners to provide Segregated Fund solutions as per customers' financial planning needs as out lined by the Financial Planner. Manage the relationship building process to ensure a consistent image in service delivery both externally to attract new customers and internally to retain and build on previously established relationships. Must be mobile. Able to meet with customers outside regular office environment, and on occasion, outside regular business hours. Look for opportunities to refer additional insurance products as well as refer to our other business partners (i.e. banking) Who are we looking for? Life Licensed (LLQP) Solid proficiency with mutual fund, segregated funds and life insurance products and administration Proficient understanding of credit products and services in order to identify opportunities and make quality referrals. Proficiency in sales process and producing results. Working knowledge of Coast Capital Investment Services computer systems including but not limited to: CRM, Microsoft Outlook, Word and Excel, and EMWS software. Up to date knowledge of product lines and services offered by CCS' Investment Services staff. Ability to contribute well to a positive team environment by working efficiently, professionally and in a friendly manner. Ability to effectively build and deepen productive customer relationships Ability to deal effectively and promptly with customer complaints or concerns Excellent organizational skills with orientation to detail and large volumes of work Comfortable in exploring and capturing customer needs and referring sales opportunities Willingness to work as a team and with other departments when required Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Mortgage Specialist, Manulife Bank ( Western Canada)
Manulife Financial Corporation, Saskatoon, SK
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionAre you someone who thrives in a role that engages both your analytical, problem solving and customer focus approach? Do you enjoy establishing relationships and offering financial solutions to help clients achieve their broader financial goals?Our Manulife Bank team in Regina & South Saskatchewan has an immediate opportunity for a Mortgage Specialist.As a Mortgage Specialist, you will be responsible for selling Manulife Bank financial solutions directly to clients and in collaboration with financial advisors within a specified territory. This is an exciting work from home opportunity!Who are we looking for?You are a consultative and engaging ambassador for our Bank products who knows how to get things done while maintaining and encouraging meaningful relationships. You contribute by bringing your banking knowledge into the regional marketplace and helping others understand that handling money doesn’t need to be complicated.Your outstanding ability to build relationships will be beneficial as you:Sell and promote Manulife One, Manulife Bank Select and associated lending solutions;Develop a consumer client base to facilitate direct sale of lending solutionsEnsure flawless delivery to the client and ensure flow of business is directed to the appropriate servicing unit;Act as a conduit for feedback from the field by identifying ideas for improving existing products and services and new product opportunities;Partner with Business Development Consultant and other banking specialists to build advisor interests in Manulife Bank debt management and deposit solutions;Special Condition: Travel required within assigned territory.Qualifications:Solid underwriting experience with residential mortgages (3-5 years)5 or more years of financial services experience is preferred or in a sales/service capacity;Proven consultative sales capability - including establishing a relationship with the client, conducting needs analysis and presenting solutions with strong closing and servicing skills;Aptitude for learning and using technology for business purposes;Outstanding oral and written communication skills to translate complex technical issues and business definitions into concepts and procedures readily understood and accessible to a general audience;Analytical and decision making skills;Effective change management and organizational skills in order to manage fluctuating workloads;Excellent customer and relationship management skills;Highly developed influencing and negotiation skillsIf you have a passion for sharing knowledge, providing advice and offering support with a focus on providing outstanding customer solutions, we want to meet you!We offer a competitive base and performance incentives, comprehensive benefits package, training and ongoing coaching and corporate support.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Research Associate III, Ontology, Metadata and Vocabulary Specialist #2024-0200
University of Guelph, Guelph, ON
Home Careers @ Guelph Current Opportunities Research Assistant III, Ontology, Metadata, and Vocabulary Specialist Research Assistant III, Ontology, Metadata, and Vocabulary Specialist Forbes includes U of G Among Canada’s Best Employers Grant & Trust Professional Research Assistant III, Ontology, Metadata, and Vocabulary Specialist The Linked Infrastructure for Networked Cultural Scholarship (LINCS) Project, College of Arts Temporary full-time from May 1, 2024 to November 1, 2024 Hiring #: 2024-0200 Please read the Application Instructions before applying The Linked Infrastructure for Networked Cultural Scholarship (LINCS) project (https://lincsproject.ca) requires an ambitious and collaborative-minded colleague to join our project to make the Web more meaningful for researchers of culture, history, and literature. LINCS works with humanities and social science researchers across Canada to convert and link cultural datasets to create Linked Open Data for the Semantic Web, foregrounding difference, diversity, and the perspectives of the humanities from a wide range of disciplines. It is also makes available tools and interfaces for the creation and use of Linked Open Data. We are looking for a dynamic and creative individual to contribute to this national cyberinfrastructure project. The right candidate will be familiar with linked data standards, will be detail-oriented, will have excellent communication skills, and will be keen to make a difference in how cultural knowledge circulates online. This position offers an exciting opportunity to work with a critical infrastructure project aiming for high impact within and beyond the academy. Reporting to the LINCS technical manager, the Ontology and Metadata Specialist will build on existing patterns and policies to guide ontology work for the LINCS instructure.. This job is a full-time or part-time research scientist position for six (6), with the possibility of extension if funds permit. The position is flexible to the needs of the successful applicant. Qualified individuals seeking part-time employment are encouraged to apply. Job description/responsibilities: The LINCS Ontology and Metadata Specialist has responsibilities for managing the LINCS ontologies, aiding LINCS developers who are using these ontologies in their software development, and guiding researchers in data modelling and conversion. The Ontology and Metadata Specialist will: Support researchers creating linked data Work with LINCS researchers to model data in CIDOC CRM, consult on vocabulary requirements, document decisions in application profiles, converting data using X3ML Through the application of new and existing LINCS ontologies and vocabularies, facilitate interoperability between datasets Provide training related to linked data, including creating training materials for and teaching workshops, as time and inclination permit Manage LINCS ontologies, vocabularies, and metadata Coordinate the maintenance, application, and expansion as needed of LINCS’s ontologies and vocabularies Oversee documentation related to ontologies and vocabularies Support LINCS developers and infrastructure Oversee LINCS-hosted vocabularies, including monitoring, reviewing, and refining existing and new LINCS vocabularies across datasets, and collaborating with developers on exposing and leveraging vocabularies used in LINCS Implement validation and testing protocols and scripts for all aspects of ontology development and deployment With the support of the Project Manager and Technical Manager, consult with the LINCS developers doing data conversion to clarify ontology, vocabulary, and metadata requirements, and to ensure consistent use across those processes Contribute to the sustainability of LINCS Disseminate information about LINCS ontology work within Canada and internationally, as time and inclination permit Contribute to long-term strategic development and planning Qualifications and experience Required experience: Master’s degree in a relevant field, or 3 years of industrial experience using ontologies and other semantic technologies after an undergraduate degree in a relevant field Desired experience: Background in a humanities domain or experience working with humanities researchers Experience with Linked Open Data technologies and standards Experience with collaborative research, infrastructure, or software development projects involving multiple stakeholders and external partners Subject-specific knowledge: Familiarity with Linked Open Data conceptual and technical requirements Familiarity with ontologies, in particular CIDOC CRM, Web Annotation, and SKOS Familiarity with RDF serialization formats, in particular RDF/XML and TTL Awareness of current issues and trends in electronic resource management, metadata management, and cataloguing, and related technologies General skills: Excellent oral, visual, and written communications skills Detail-oriented with an ability to function and process information with high levels of accuracy Comfort with researching and learning new technologies Other Details: This position is expected to be 6 months full-time, or an equivalent number of hours on part-time schedule. The schedule can be flexible to the needs of the successful applicant. Qualified individuals seeking part-time employment are encouraged to apply. This position is based at the University of Guelph, but if candidates are not local, we are able to accommodate working remotely. We are unable to pay relocation costs. This position is limited to applicants who are residents of Ontario. Qualified applicants who are not residents of Ontario may contact us at [email protected] to indicate their interest in contract-based work with the same responsibilities and qualifications listed above. Please provide a letter of application outlining your interest in the position, a CV, and the names and contact information for three people willing to provide references by phone or letter. Classification Grant/ Trust fund position, Band P04 GTP Professional/Managerial Salary Bands At the University of Guelph, fostering a culture of inclusion is an institutional imperative. The University invites and encourages applications from all qualified individuals, including from groups that are traditionally underrepresented in employment, who may contribute to further diversification of our Institution. Posting Date: 2024 04 08 Closing Date: 2024 05 22 (extended) Search form Search Human ResourcesSearchSearch Current Opportunities Animal Housing Pharmacy Technician Registered Veterinary Technician (Large Animal Ward) Client Services Clerk Dispatcher Food and Hospitality Services Assistant Casual Campus Safety Attendant Hospital Assistant Radiation Therapist (RT) Registered Veterinary Technician ​Medical Device Reprocessing Technician Administrative Assistant Administrative Officer, CSAHS Dean’s Office Advancement Events Coordinator Assistant Vice-President, School of Continuing Studies Associate Vice President, Advancement Construction Coordinator, Electrical Design Custodian Dean, College of Engineering and Physical Sciences Director, Ontario Veterinary College Advancement Educational Developer, Indigenous Knowledges and Pedagogies Electrical Designer Knowledge Mobilization Manager Manager, Environmental Health & Safety (EHS) Compliance & Continuous Improvement Manager, Network Infrastructure On-Line Quality Assurance Specialist Registered Veterinary Technician Research Assistant III, Ontology, Metadata, and Vocabulary Specialist (current page) Second Class Operating Engineer Senior Storeskeeper Treasury Service Assistant Vice President, Research and Innovation Printer-friendly versionPDF version Share this page Share on Facebook Share on Twitter Share on LinkedIn Print this page
Personal Banker Associate
BMO, Vernon, ON
Application Deadline: 05/10/2024Address: 2806 32nd StreetJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless execution.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$33,850.00 - $49,500.00Pay 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.
Personal Banker Associate
BMO Financial Group, Vernon, BC
Application Deadline: 05/10/2024 Address: 2806 32nd Street Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customers relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customers experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $33,850.00 - $49,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Personal Banker Associate
BMO, Westmount, QC
Application Deadline: 04/18/2024Address:1299 avenue GreeneDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless execution.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:3Job 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.
Mortgage Specialist - Broker
Manulife Financial Corporation, Waterloo, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionAs a Mortgage Specialist, you will be responsible for selling Manulife Bank financial solutions directly to clients and in collaboration with mortgage brokers.You are a consultative and engaging ambassador for our Bank products who knows how to get things done while maintaining and fostering meaningful relationships.You add value by bringing your banking knowledge into the regional marketplace and helping others understand that managing money doesn’t need to be complicated.Your exceptional ability to build relationships and provide an excellent customer experience will be instrumental in your success as a Mortgage Specialist.ResponsibilitiesEnsure seamless receipt and packaging of all required mortgage documents from clients or brokers to ensure timely, efficient, accurate flow of business to the appropriate servicing unit for approval.Work with existing Manulife Bank clients to transfer their Manulife Bank mortgage to a new property or increase their borrowing limit.Partner with other banking representatives to build broker interests in Manulife Bank products and solutions.Act as a conduit for feedback from the field by identifying ideas for improving existing products and services and new product opportunities.How will you create impact?Our Internal Broker Mortgage Specialists are a part of our Bank Sales Enablement Team reporting to Mandy Kwasnica, Regional Vice President, Internal Mortgage Specialists. We work to support our existing clients originated from our Broker Channel applying for an increase in mortgage funds. What motivates you?You obsess about customers, listen, engage, and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking forSolid underwriting experience with residential mortgages (3-5 years).5 or more years of financial services experience is preferred or in a sales/service capacity.Proven consultative sales capability - including establishing a relationship with the client, conducting needs analysis and presenting solutions with strong closing and servicing skills.Aptitude for learning and utilizing technology for business purposes.Exceptional oral and written communication skills to translate complex technical issues and business definitions into concepts and procedures readily understood and accessible to a general audience.Analytical and decision-making skills.Effective change management and organizational skills to manage fluctuating workloads.Excellent customer and relationship management skills.Highly developed influencing and negotiation skills.This is a remote position and can be located in any location in Canada.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first culture: We lead with our Values every day and bring them to life together.Boundless opportunity: We create opportunities to learn and grow at every stage of your career.Continuous innovation: We invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity, and Inclusion: We foster an inclusive workplace where everyone thrives.Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.