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Transaction Services Director
PwC, Montreal, QC
A career within Deals Transaction Services, will provide you the opportunity to help organisations realise the potential of mergers, acquisitions and divestitures and capital markets. In short, we help some of the world's leading companies originate, create, execute, and realise value from deals. Through data driven insights we help our clients move in the right direction ensuring maximum value for their company.Meaningful work you'll be part ofAs a Transaction Services Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to:•Demonstrate strong leadership skills by managing the entire process along the deal continuum and driving collaboration across all lines of service (Tax, HR, IT, etc.) and with the PwC network•Manage multiple project teams and lead others by example in delivering excellent client service•Demonstrate a deep understanding of the end to end transaction process, key deal issues and strategic implications, drawing on significant transactions experience•Be responsible for the quality of client deliverables, including diligence reports, presentation of diligence findings to clients and discussion of wider deal implications•Take accountability for project risk management and identifying commercial, contractual and delivery risks•Drive strong, trusted client relationships, as well as relationships within the firm and with other network firms•Focus on developing their personal brand and will proactively build and maintain professional networks to drive opportunities and generate new business•Responsible for the coaching and continuing development of junior staff members. You'll be a designated career coach for one or more employees to actively support in their performance appraisals, long-term development and career progression•Learn and adapt to new software tools, and encourage adoption of such tools to improve efficiency and insights gained through our analysis•Manage project budgeting and monitoring costs to ensure work is performed efficiently•Grow your personal and professional networks externally and within the firm to generate new businessExperiences and skills you'll use to solve•Professional experience at a Senior Manager/Director level, including proven Transaction Services experience (financial due diligence)•Chartered Accountant Designation (CPA or local equivalent)•Proven technical and analytical capabilities including financial and business performance analysis skills as well as strong presentation and report writing•Proven due diligence, engagement team management, and leadership skills•Ability to build and maintain professional relationships, both internally and externally to drive business opportunities and growth•Data analytics experience, using tools such as Alteryx, Power BI and Tableau (desirable)• The successful candidate requires fluency in English, in addition to French as they will be required to support or collaborate with English-speaking clients, colleagues and/or stakeholders during the course of their employment with PwC Canada •A demonstrated commitment to valuing differences and working alongside and/or coaching diverse people and perspectivesWhy you'll love PwCWe're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of amazing teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about us at http://pwc.com/ca/whypwc.Your Application to PwCWe embrace new technology to deliver securely and differently for our candidates. To protect your personal information, apply at http://pwc.com/ca/careers and visit http://pwc.com/ca/applytopwc to learn more about what your recruitment experience could look like.The most connected firm through activity based workingPwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer.What to consider before applying•This role doesn't support completion of the Canadian CPA designation•Flexibility to travel to client sites throughout Canada up to 20%.At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Realty Assets Manager
The City of Surrey, Surrey, BC
Overview As one of the fastest growing cities in Canada, City of Surrey is a globally recognized leader in building vibrant, sustainable communities through technology and innovation. City of Surrey employees are talented innovators, inspired by meaningful work and the opportunity to drive our city-and their careers-forward. Build a City. Build a Future at the City of Surrey. Employment Status Exempt - Regular Full-Time Scope Reporting to the Director, Realty Services, the Realty Asset Manager is responsible and accountable for managing the City's real estate portfolio including the disposition of real property, negotiation of new leases and lease renewals, road closures, coordination of tenant improvement projects, working with and managing external providers, consultants and other agencies on various projects and the preparation of budgets. The Realty Asset Manager maintains an excellent working relationship with residential and commercial tenancies, and initiates on-going cost-saving measures and develops new revenue opportunities. Responsibilities • Manages relationships with residential and commercial tenants. • Negotiate and document all aspects of real estate asset management services for the City, including agreements for leasing projects, agreements for the disposition of real property and other agreements such as licenses for telecommunication sites to generate revenue. • Manage lease contract preparation for projects by liaising with lawyers, real estate brokers, landlords, land surveyors, fee appraisers, project planners, consultants, and various user groups. • Oversee the City's rental portfolio and rental management contract. • Provide real estate advice and counsel to Senior Management within the organization to assist with business and operational decisions. • Provide input and recommendations in evaluating consultant selections, project tendering and strategic initiatives. • Work with external consultants such as appraisers, engineers, commercial brokers, land surveyors, environmental consultants and others with construction projects, renovations and/or maintenance projects. • Initiate and develop partnerships with public and private sector agencies to acquire, lease or sell property interests. • Assist the Director, Realty Services with the preparation and management of the Division's operating budget, recommending cost saving or revenue generating opportunities. • Develop and maintain key external stakeholder relations with Ministries, non-profit organizations, and others, and participate on various committees, as assigned. • Carry out responsibilities in accordance with health and safety requirements. Immediately report unsafe situations by notifying supervisor or other appropriate personnel. • Manage a staff of 4 regular full-time staff (property agents) within the Realty Asset Management Section and 2 full-time staff within the Administration Section. • Manages demolitions. • Maintains an Asset Management Plan for the City's residential and commercial inventory. • Performs other related duties as assigned. Qualifications • Degree from a recognized post-secondary institution in Business Administration, Urban Land Economics, Real Estate or a related field. An equivalent combination of education, training and experience will also be considered. • 7 years of progressively responsible related experience • Formal professional or technical designation, such as AACI, RI, IRWA, MRICS, RPA, FRI(E), would be an asset. • Demonstrated knowledge of Local Government Act, real estate laws, legal contracts, rights-of-way instruments, real estate appraisals, and lease and contract terms. • Demonstrated knowledge of selling or leasing properties. • Basic knowledge of current social issues such as homelessness within the City of Surrey. • Excellent negotiation, mediation and conflict resolution skills and ability to negotiate contracts, mediate disputes and resolve conflict situations. • Demonstrated ability to effectively lead and direct external consultants, and other stakeholders from project inception to completion. • Demonstrated knowledge of capital and operating budget control and related fiscal management. • Demonstrated ability to operate independently and as a member of a team. • Demonstrated organizational skills and the ability to multi-task. • Project management experience and/or land development experience would be an asset. • Excellent written and oral communication, interpersonal and relationship building skills. • Sound knowledge and understanding of the principles, and practices of property management. • Considerable knowledge of building structures and systems and an ability to recognize deficiencies and prepare summaries of work required. • Ability to build consensus with multiple stakeholders, often with conflicting agendas; display tact and diplomacy to deal with a broad range of professions and community stakeholders. Other Information Pay Grade: M3 - $130, 501 - $153, 530 Conditions of Employment Successful applicants must provide proof of qualifications. Closing Date This job will be posted until April 5, 2024. Our Values Integrity - Service - Teamwork - Innovation - Community
Team Lead / Manager with RIBO License - Experienced Insurance Commercial Lines Account Manager
Hiring Help, Newmarket, ON
Our client located in the North of Toronto is looking for a high-performing Commercial Lines Team Lead/Account Manager.  We are eager to find someone that is loyal, honest, trustworthy, and has our client’s best interest at heart.Ideally, we are looking for someone with 7+ years of experience as a commercial lines account manager. You must possess a strong understanding of insurance products and wordings. You must maintain a high standard for the clients, ensuring the best practices regardless of any situation. If the Account Manager is also considered for the Team Lead role, this person must provide customer service to clients of the Commercial Lines Group and also acts as a Team Lead to a group Account Managers.Alternatively, the right Account Manager with the proper experience, attitude, and desire can grow into this role.  Account Manager Responsibilities:Manage a book of business by providing effective customer service including assessing customer needs, advising on insurance matters, recommending solutions, answering inquiries, etc.Facilitate and ensure clients have a full understanding of policy coverage and exclusions through clear and concise communicationsFacilitate client retention through extraordinary service levels, re-marketing of renewals to alternate insurance companies, ensuring mono-line accounts are solicited for the other line and directed to New Business Account ManagersReport new claims and suspending follow up claims management per protocol to Claims Coordinator always showing empathyPull and manage monthly renewal reports in order to proactively meet required target for renewal touches and file review per protocolAssist with second level payment inquiriesAssist with receivables for agency bill clients (second level)Manage suspenses daily  Skills: Strong written and oral communication skillsEffective communication skills Strong attention to detailEmpathy towards othersAbility to adapt to change Working ConditionsOffice environmentMicrosoftOutlookEpic Software Growth Heavily focused on team Accelerated revenue Increase retention Team Lead:Liaise with Account Managers to ensure proper support is provided to the customersOversee administration of a team of Account Managers Onboard new hires, including training and mentoring themAdminister vacation and attendanceConduct performance management - improvement notices and performance appraisalsProvide day-to-day guidance/instructions to teamProvide continuous coaching for improvementProvide management with suggestions / input on efficient operations of the teamAct as first level escalation as required  Management:Schedule, organize, and conduct effective team meetingsCollaborate with the HR team for performance management and onboarding  Ensure new product offerings and technologies are communicated and trainedLead insurer training/re-training is conducted as requiredMotivate, coach, and mentor team membersPlay an intricate role in developing the team’s skill-setManage conflictTake accountability for the teamWork in conjunction with management regarding decision makingInform management on dates on team performance This opportunity is located to the North of Toronto, and requires a strong customer focused individual who has previous experience for the leadership role. A well-versed individual with several years of experience could potentially earn their way into this role!
Team Lead / Manager with RIBO License - Experienced Insurance Commercial Lines Account Manager
Hiring Help, Newmarket, ON
Our client North of Toronto, but in the GTA is looking for a high-performing, Commercial Lines  Teeam Lead/Account Manager.  We are eager to find someone that is loyal, honest, trustworthy and has our client’s best interest at heart. Ideally, we are looking for someone with 7+ years of previous experience as a commercial lines account manager.  You must possess strong understanding of insurance products and wordings.  With a high standard for the clients, ensuring the best practices regardless of any situation. If the Account Manager is also considered for the Team Lead role, this person must provide customer service to clients of the Commercial Lines Group and also acts as a Team Lead to a group Account Managers.Alternatively, the right Account Manager with the proper experience, attitude and desire can grow into this role. Account Manager Responsibilities:Manage a book of business by providing effective customer service including assessing customer needs, advising on insurance matters, recommending solutions, answering inquiries, etc.Facilitate and ensure clients have a full understanding of policy coverage and exclusions through clear and concise communicationsFacilitate client retention through extraordinary service levels, remarketing of renewals to alternate insurance companies, ensuring mono-line accounts are solicited for the other line and directed to New Business Account ManagersReporting new claims and suspending follow up claims management per protocol to Claims Coordinator always showing empathyPull and manage monthly renewal reports in order to proactively meet required target for renewal touches and file review per protocolAssisting with second level payment inquiriesAssist with receivables for agency bill clients (second level)Manage suspense’s daily  Skills: Strong written and oral communicationEffective communication skills (including comprehension)Strong attention to detailEmpathy towards othersAbility to adapt to change Working ConditionsOffice environmentMicrosoftOutlookEpic Software Growth Heavily focused on team Accelerated revenue Increase retention *Team Lead Liaise with Account Managers to ensure proper support is provided to the customersDemonstrated coaching experience Possess strong management skillsOversee administration of a team of Account Managers Onboarding of new hires including but not limited training and mentoringAdminister vacation and attendanceConduct performance management - improvement notices, performance appraisalsProvide day-to-day guidance/instructions to teamContinuous coaching for improvementProvides Management with suggestions / input on efficient operations of the teamAct as first level escalation as required  **Management:Schedule, Organize and Conduct effective team meetingsCollaboration with the HR team for performance management and onboarding  Ensure new product offerings and technologies are communicated and trainedInsurer Training/Re-training is conducted as requiredMotivate, coach, and mentor team membersPlay an intricate role in developing the team’s skillsetManage conflictTakes accountability personally and for team membersWorks in conjunction with management regarding decision makingInforms management on dates on team performance This opportunity is located North of Toronto and requires a strong customer focused individual who has previous experience for the leadership role; however, a well versed individual who has several years of experience could potentially earn their way into this role!  
2024 Fall Capital Markets, Investment Banking Analyst Real Estate Brokerage, Toronto
BMO Financial Group, Toronto, ON
Application Deadline: 05/12/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Program Overview: This position will be situated with the Real Estate Property Brokerage team in Toronto. The Co-op Analyst program is designed for candidates between their second and third undergraduate years. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors. Responsibilities: As an Investment Banking Co-op Analyst within the Real Estate Property Brokerage team at BMO Capital Markets, you will gain valuable exposure to the real estate industry and work with a variety of financial products, including mortgage financings, individual and portfolio asset sales, mergers and acquisitions, and financial advisory. Responsibilities can include: Assisting in preparation of pitches and presentations; Writing and preparing portions of confidential information memorandums and other marketing material; Collecting real estate market information and maintaining research databases; Creating financial models using Argus Software and Excel and performing other financial analysis to assist in the valuation of real estate properties across all major asset classes; Reading and summarizing property leases and other legal documents; Reviewing third party reports including appraisal, building condition and environmental reports; and Performing other tasks supporting client relationships and business development. This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment banking, with a particular focus on the real estate sector. Qualifications: As an Analyst, you will be part of a dynamic investment banking environment. We are looking for highly motivated, mature individuals with the following attributes: Currently enrolled in an undergraduate degree program; graduating in December 2025 and onwards. Currently enrolled in an undergraduate degree program specializing in: real estate, commerce, finance, economics, math or engineering; A minimum cGPA of 3.4/4.0; Outstanding academic, achievement and peer recognition; Strong analytical and financial modeling skills, including proficiency with Microsoft Excel and potentially Argus Software; Strong interpersonal skills used within a demanding team environment; Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner; Excellent capacity to independently function as part of a team through self-motivation; Strong work ethic; A high level of integrity; and Experience working within one or more of the following areas would be an asset: real estate appraisal, asset/ investment management, financial analysis or investment brokerage. How to Apply: For your application to be eligible for consideration, you must apply the BMO link application link. Please ensure the following items are submitted in your application: Cover Letter (optional) Resume Transcript with cGPA The campus job description above aligns to the full-time job description below. Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Develops written internal and external marketing on pitch material. Supports deal teams in development, presentation, and winning mandates. Seeks to develop an understanding of client needs and outcomes. Provides materials to support an outstanding client experience. Identifies opportunities for increased efficiency and improved service to internal and external clients. Provides analytical findings to deal teams. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Completes quality reports/analyses. Researches and analyzes company and industry financial and operating information. Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations. Creates statistical exhibits and financial performance trend analysis for client presentations. Applies technical concepts and understands implication of work to client/transaction. Develops an understanding of and proficiency in using all required systems and models. Provides feedback on, and supports continuous improvement opportunities. Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. Delivers financial modeling to support strategic recommendations to clients. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. 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. An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement. Financial analysis training and experience. 0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements. Highly skilled in building complex financial models. Expertise in financial computer applications and database management tools. Skilled in creating statistical presentations. 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. Please note the salary for this specific position is $100,000 CAD. Compensation and Benefits: Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Commercial Insurance Account Manager
Impact Recruitment, Burnaby, BC
Are you a fun-loving, collaborative team player? Do you have your Level-2 Insurance license? Do you have 5+ years of managing commercial accounts? If this sounds like you, keep reading! ABOUT OUR CLIENT Our client is a local insurance brokerage that has been serving clients for over 35 years. Based in Burnaby, BC, our client has consistently been ranked in the top 10% of insurance brokerages in the province. They have a vision to continue their expansion through commitment to diversified growth and leading by example. ABOUT THE OPPORTUNITY They’re looking for a new Commercial Lines Account Manager who will be a critical member in their Small Business Unit. You will work with a tight-knit team consisting of Account Managers and Producers and report to the Commercial Lines Department Manager. You will love this role if you hate being micro-managed and are a self-starter! With some of the best compensation plans, tremendous room for growth, a supportive and collaborative culture, and a state-of-the-art facility, what else could you ask for? ABOUT THE POSITION Maintain an assigned book of Small Business commercial accounts Process renewals, endorsements, cancellations, certificates, invoicing, etc. Policy renewals and follow up expiry dates Contact clients directly to update and maintain client files (client business, contacts, changes, etc.) Communicate with insurers for new business and renewal terms, underwriting, inspections, stock reports, appraisals, statement of values, and other underwriting forms. Writing and issuing all bonds, glass policies and special events Follow up on abeyances and accounts receivable Follow up on preferred leads or take new business calls THE REQUIREMENTS Level 2 license At least 5 years of recent commercial lines experience as an account manager or a similar role Excellent communication skills Experience using EPIC or TAM is an asset Ability to prioritize and multi-task, along with strong organizational skills Must be able to build rapport with clients Team player who thrives in collaborative work environments Willingness to work full-time onsite COMPENSATION Competitive Base Salary negotiable based on experience 25% commission on new business (F&F) for first year Fully paid benefits package RRSP matching after first year State-of-the-art facility and cafeteria Lots of growth opportunities! HOW TO APPLY Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact Donal Byrne at 604 689 8687 ext. 205 or email [email protected]. To learn more about our open positions, visit us at impactrecruitment.ca. ABOUT IMPACT RECRUITMENT Specializing in a wide variety of industries and verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across North America. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca. Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.