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Overview of salaries statistics of the profession "Sponsorship Sales Manager in Canada"

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Advertising Sales Manager

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Aftersales Manager

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Area Sales Manager

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Associate District Sales Manager

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Automotive Sales Manager

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B2B Sales Manager

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Branch Construction Sales Manager

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Branch Sales Manager

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Business Development Sales Manager

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Business Sales Manager

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Channel Sales Manager

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Chemicals Sales Manager

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Commercial Insurance Sales Manager

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Commercial Sales Manager

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Competitive Sales Manager

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Conference Sales Manager

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Conservatory Area Sales Manager

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Construction Sales Manager

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Corporate Sales Manager

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Dealer Sales Manager

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Direct Sales Manager

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District Sales Manager

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E-Commerce Sales Manager

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Enterprise Sales Manager

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Event Sales Manager

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Export Sales Manager

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Federal Sales Manager

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Field Sales Manager

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Fleet Sales Manager

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General Sales Manager

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Group Sales Manager

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Heavy Equipment Sales Manager

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Heavy Equipment Sales Territory Manager

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HVAC Sales Manager

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Industrial Sales Manager

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Inside Sales Manager

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Insurance Sales Manager

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International Sales Manager

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Key Account Sales Manager

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Mortgage Sales Manager

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National Beauty Sales Manager

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National Sales Manager

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Outbound Sales Manager

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Outside Sales Manager

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Payroll District Sales Manager

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Recruitment Advertising Sales Manager

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Recruitment Sales Manager

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Regional Sales Manager

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Sales Associate Manager

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Software Sales Manager

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Solar Sales Manager

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Technical Sales Manager

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Tele Sales Manager

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Telecommunications Sales Manager

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Territory Sales Manager

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Transportation Sales Manager

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Traveling Sales Manager

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Treasury Management Sales Manager

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Truck Sales Manager

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Wholesale Sales Manager

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Wine Sales Manager

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Restaurant Manager
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Associate Account Executive
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Accommodations Consultant / Accommodations Officer
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Regional Sales Manager, Retail Distribution - BMO GAM
BMO, Victoria, BC
Application Deadline: 04/28/2024Address:1225 Douglas StreetJob Description:Territory coverage: Interior BC and Vancouver IslandUnder the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding Retail Investments products. The Regional Sales Manager is the ground-level sales support for Retail Investments in the Retail Channel and is accountable for ongoing sales effectiveness of Retail Investment products in the assigned region. Sales & Channel Support: Create and manage relationships with the assigned region of the retail Distribution Channel to ensure optimum representation of Retail Investments Products Provide ongoing sales support to the assigned region of the retail Distribution Channel Work with Retail Investments, Product Delivery Groups to establish requirements for sales tools, training and process development, to execute against the sales delivery strategy and customer positioning of the Retail Investments LOB Identify and provide product specific training when appropriate to sales force Provide sales support for Retail Investments National Sales Campaigns and Programs Work together with other functional groups in Retail Investments providing feedback and recommendations on the development of sales and support tools, growth and retention targets to build revenue and maximize sales Co-ordinates requirements across PCG and P&C channels for bringing new ideas for new products, service and process development to Director, National Sales Relationship/Channel Management: Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums Act as the point person, representing Retail Investments at local market functions, soliciting feedback from the retail channel Act as the key contact for Retail Investments, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable) Ensure a thorough understanding of competitor activities to identify potential opportunities and threats Assess impact of competitive environment and local industry relations and recommend actions to address and support Retail Investments profitability and LOB goals Understand and assess ongoing opportunities for National Sales Programs Sales & Service Delivery: Identify gaps, issues, and best practices by monitoring of Retail Investments sales and service (growth and retention) targets against District/Area/Branch plans Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acquisition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.) Foster a sales culture of goal achievement and superior customer satisfaction Keep current with sales technology and tracking systems Contribute to Retail Investments objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets Planning: Assist in developing tactical plans to meet annual growth and retention targets Prepare/update and implement annual territory business plan Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff Attend weekly team conference call and submit weekly activities report to Regional Sales Leader Qualifications:Typically between 5 - 7 years of relevant experiences in Financial Planning or Branch Management and post-secondary degree in related field of study or an equivalent combination of education and experience.Completion of IFIC or CSC; asset to have PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in Retail Investments Product offerings In-depth knowledge of Bank products, services, organization and Banking Group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Broker- Financial Services Group
Aon, Vancouver, BC
Financial Services Group Broker Are you curious by nature? Interested in news, finance and the economy? Make a difference for a customer drives you? Do you like being part of THE team in the market? If so, this opportunity is for you! This is a hybrid position with the ability to work both virtually and from one of our Western Region Aon offices. This according to the national Smart Working policy. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Analyze client's specific risk exposure and detail coverage requirements Prepare and present marketing proposals for renewals and new business Negotiate with underwriters to establish the best conditions in terms of premiums and coverage Follow up with the insurer to confirm that the conditions of the negotiated contract are respected Approve documentation for new contracts, policy changes, additions, deletions and renewals Build contacts and maintain relationships within the underwriting community with the goal of obtaining the best premiums and coverage for Aon customers Participate in client and prospect meetings Other related tasks as needed How this opportunity is different As a broker, you will have the chance to be part of a national team that will help you grow through training and support. You will work closely with account managers as an expert advisor. Your work will have a significant impact in the client's risk transfer strategy more specifically in relation to their executive risks which includes liability of directors’ and officers’ liability, fiduciary liability (pension plan ), employment practices liability and fidelity insurance Skills and experience that will lead to success Minimum 2 years of experience and knowledge in insurance, an asset The commercial damage insurance broker's license or intention to obtain it within a period of 6 months Strong written and verbal communication skills A financial or legal background is a major asset How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected] Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Dependent on regional requirements, please include specific benefits where applicable and relevant accommodation criteria and enhanced equal opportunities statement #LI-LK1 2540867
Senior Broker
Aon, Toronto, ON
Aon Is Looking for a Senior Broker; Mid-Market Construction - Centre of Excellence As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Mid-Market Construction Centre of Excellence within Aon Reed Stenhouse in either Toronto, ON, or Winnipeg, MB. As a Broker, you will report directly to the Senior Vice President & Centre of Excellence Manager. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Operating as part of the National Centre of Excellence for Construction (Mid-Market) serving clients across Canada; Collaborates with Account Executives in assigned regions to develop coverage strategy and marketing initiatives for renewal and prospective business in the Construction and Contracting segment; Analyzing client specific risk exposure and details coverage requirements; prepares and presents marketing proposals for renewals and new business; Negotiates with underwriters to establish best terms and conditions with respect to premiums and coverage; Continually works to develop thought leadership and expertise in the Construction segment through networking, technical training, and market/industry/client discussions; Communicates current trends and issues to interested parties internally and externally; Establishes and maintains strong relationships with the underwriting community with a focus on construction and contracting specialty markets for the ultimate benefit of the client and the practice; Follows up with insurer to confirm terms of negotiated contract(s) are met; In conjunction with other team members, prepares, reviews and approves client-ready documentation, including proposals, analysis, comparisons, manuscript policy documents, mid-term changes, new business and renewals; Provides leadership, mentoring and direction to assist with growth and development of Associate Brokers or other members of the broking support teams; Leading by example by demonstrating and sharing with all lines of business the importance of best practice; and Other related duties and responsibilities as assigned. How this opportunity is different Reporting to the Senior Vice President and National Manager of the Middle Market Construction Team, you will be joining a well versed, collaborative national team supporting our clients coast to coast. Within this role, you will be exposed to a vast network of clients and their needs which are as diverse as Canada itself allowing you to really build your experience and build on your own creative prowess. Skills and experience that will lead to success Required Experience: Minimum of 7 years of progressive responsibility and experience in placing all lines of coverage for commercial risks with both domestic and Lloyds markets, with specific focus on placing risks for the construction and contracting segment; Works collaboratively as a key member a team and independently with minimum supervision; Comfortable participating and contributing in meetings with senior to executive level underwriters and clients where necessary; Excellent interpersonal, communication and presentation skills, both verbally and written; Client focused and proven relationship building skills; Meticulous attention to detail, refined organizational skills and the ability to multi-task; Strong organization skills and the ability to prioritize under pressure of competing deadlines; Strong computer skills including proficiency with the Microsoft Office suite of programs. Preferred Experience: Ideally Ten (10) to fifteen (15) years of commercial marketing / broking experience; Experience in placing all lines of coverage for commercial risks with both domestic and Lloyds markets, with specific focus on placing risks for the construction and contracting segment would be a major asset. Education: Post-Secondary degree or a combination of education and equivalent years of industry experience; Licensed in Ontario (RIBO) and ability to obtain in other regions in a timely manner; Completion of or desire to complete at least one of the following professional designations: Chartered Insurance Professional (CIP); or Canadian Accredited Insurance Broker (CAIB) or Certified Risk Management (CRM) (Partial completion of one or more designations can be considered on an individual basis); Commitment to ongoing learning and professional development. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #LI-HYBRID #LI-NA1 #CA_IND 2542833
Marketing Manager, Financial Services (14 - Month Contract)
KPMG, Toronto, ON
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The GTA Marketing team is looking for a Marketing Manager to join us for a 14 month contract in our Toronto office. This individual will drive marketing programs for our Financial Services industry portfolio - working with leadership to develop locally driven strategic and tactical integrated marketing programs aimed at business and relationship development, lead generation and brand management. This individual will also work closely with their Account Management and National Marketing counterparts on the development of broader campaigns, account-based marketing programs, and ensuring consistency of messaging in the marketplace. What you will doReporting to the Senior Manager, Function, and Industry Marketing (FIM) in the GTA, the Marketing Manager will work closely with local practice leaders, Partners, their Account Management and National counterpart as well as the entire GTA Marketing team in the development and execution of integrated marketing plans designed to meet the goals and objectives of the local practice. in this role, you will: Plan, support, and drive account-based marketing programs targeting our priority accounts across the Financial Services industry Effectively develop, manage, and execute an annual marketing plan aligned with national plans and local business objectives and account plans Develop and execute in-market activities including events, sponsorships, blogs, webcasts, and podcasts Build the brand of the Financial Services practice through integrated marketing campaigns which maintain a leading point-of-view and shape the marketplace Develop and manage relationships with key industry organizations, external industry, and community associations/organizations. Review market, revenue, and previous campaign data to help identify opportunities and develop programs to target these opportunities. Create and manage practice-wide internal communications to support corresponding internal forums and events. Effectively manage a complex marketing budget while optimizing spends on campaigns and activations. Organize and oversee both large and small-scale industry events, working closely with key stakeholders to identify and tackle client challenges Report consistently on key KPIs designed for industries and functional marketing (campaign effectiveness, media awareness, lead generation etc.) What you bring to the role University degree, diploma or similar credentials in Business, Marketing, Sales, or related discipline 5-8 years' of B2B marketing experience; account-based marketing experience is an asset Strong track record of client service delivery and stakeholder management with senior executives Superior project management skills-MUST be able to manage multiple projects in a fast-paced, deadline-driven environment Strong social and digital media acumen with deep experience in managing these aspects of campaigns and conversant with demand generation, lead nurturing campaigns, and leading-edge technology Previous experience defining and measuring ROI for marketing campaigns, events, and digital media Exceptional written and verbal communication and organizational skills Proficient with Microsoft Office Suite applications, including Word, Excel, and Outlook Being a pragmatic, intuitive hands-on manager, capable of handling multiple campaign delivery projects at once and able to act on their own initiative Regular communication and connection with the Senior Manager, FIM Marketing in the GTA Self-directed, proactive, resilient individual with an eagerness to excel and is accustomed to a fast-paced environment Calm under pressure with a positive attitude and willingness to learn new skills. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Vice President Group Retirement Plans - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 04/28/2024Address:100 King Street WestJob Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAM's P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAM's group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales.KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship ManagementC. Planning ACCOUNTABILITIES A. Business DevelopmentProvide ongoing sales support to GAM's retail distribution teams (Regional Sales Managers and Internal sales Representatives)Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offerAct as the point person representing GAM at national and local market events to raise the profile of GAM's group productIdentify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plansFoster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospectsB. Relationship ManagementCreate and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awarenessCo-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB)Build and maintain industry relationships to elevate the awareness of GAM's group offer and a better understanding of the competitive environmentWork with GAM's product, sales support and strategy teams to ensure all sales tools, training materials are leading edgeC. PlanningPrepare/update and implement annual national business planIn partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP productProvide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc.Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancementsUnderstand and assess ongoing opportunities for national and regional sales programsDevelop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities:Advisory - Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company.Monitoring - Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management.Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital MarketsBMO Corporate BankingBMO Wealth partners (IVL, NB, PB, and BMO LA)BMO GAM Senior LeadershipBMO GAM Institutional Sales ManagementComplianceLegalMarketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: • Undergraduate University Degree•5-10 years Investment Sales Experience•PFP or CFP or CIM or FCSI or CFA•In-depth knowledge of investment products and markets•In-depth knowledge of sales strategies•In-depth knowledge of competitive marketplace and trends in group investments product offerings•In-depth knowledge of Bank products, services, organization and banking group interrelationships•Ability to take in knowledge and resolve a magnitude of diverse, complex issuesSkills: •Exceptional sales & customer service orientation skills•Proven investment sales success is mandatory•Exceptional networking, presentation, facilitation, and relationship building skills•Exceptional interpersonal and communication skills•Demonstrated ability to clearly and decisively set priorities•Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests•Sound business planning and organization skills and ability to manage multiple priorities•Ability to work independentlyWorking Conditions:Ability to work in a high stress environment, fast-paced and changing environmentNumerous demands for resources that need to be prioritized within tight deadlinesFrequent travel is requiredGrade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Vice President Group Retirement Plans - BMO Global Asset Management
BMO Financial Group, Toronto, ON
Application Deadline: 05/12/2024 Address: 100 King Street West Job Family Group: Customer Solutions Job Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAMs P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAMs group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales. KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship Management C. Planning ACCOUNTABILITIES A. Business Development Provide ongoing sales support to GAMs retail distribution teams (Regional Sales Managers and Internal sales Representatives) Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offer Act as the point person representing GAM at national and local market events to raise the profile of GAMs group product Identify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plans Foster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospects B. Relationship Management Create and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awareness Co-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB) Build and maintain industry relationships to elevate the awareness of GAMs group offer and a better understanding of the competitive environment Work with GAMs product, sales support and strategy teams to ensure all sales tools, training materials are leading edge C. Planning Prepare/update and implement annual national business plan In partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP product Provide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc. Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancements Understand and assess ongoing opportunities for national and regional sales programs Develop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities: Advisory Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company. Monitoring Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management. Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital Markets BMO Corporate Banking BMO Wealth partners (IVL, NB, PB, and BMO LA) BMO GAM Senior Leadership BMO GAM Institutional Sales Management Compliance Legal Marketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: Undergraduate University Degree 5-10 years Investment Sales Experience PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in group investments product offerings In-depth knowledge of Bank products, services, organization and banking group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex issues Skills: Exceptional sales & customer service orientation skills Proven investment sales success is mandatory Exceptional networking, presentation, facilitation, and relationship building skills Exceptional interpersonal and communication skills Demonstrated ability to clearly and decisively set priorities Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests Sound business planning and organization skills and ability to manage multiple priorities Ability to work independently Working Conditions: Ability to work in a high stress environment, fast-paced and changing environment Numerous demands for resources that need to be prioritized within tight deadlines Frequent travel is required Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Vice President Group Retirement Plans - BMO Global Asset Management
BMO Financial Group, Vancouver, BC
Application Deadline: 05/12/2024 Address: 595 Burrard Street Job Family Group: Customer Solutions Job Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAMs P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAMs group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales. KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship Management C. Planning ACCOUNTABILITIES A. Business Development Provide ongoing sales support to GAMs retail distribution teams (Regional Sales Managers and Internal sales Representatives) Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offer Act as the point person representing GAM at national and local market events to raise the profile of GAMs group product Identify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plans Foster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospects B. Relationship Management Create and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awareness Co-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB) Build and maintain industry relationships to elevate the awareness of GAMs group offer and a better understanding of the competitive environment Work with GAMs product, sales support and strategy teams to ensure all sales tools, training materials are leading edge C. Planning Prepare/update and implement annual national business plan In partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP product Provide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc. Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancements Understand and assess ongoing opportunities for national and regional sales programs Develop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities: Advisory Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company. Monitoring Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management. Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital Markets BMO Corporate Banking BMO Wealth partners (IVL, NB, PB, and BMO LA) BMO GAM Senior Leadership BMO GAM Institutional Sales Management Compliance Legal Marketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: Undergraduate University Degree 5-10 years Investment Sales Experience PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in group investments product offerings In-depth knowledge of Bank products, services, organization and banking group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex issues Skills: Exceptional sales & customer service orientation skills Proven investment sales success is mandatory Exceptional networking, presentation, facilitation, and relationship building skills Exceptional interpersonal and communication skills Demonstrated ability to clearly and decisively set priorities Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests Sound business planning and organization skills and ability to manage multiple priorities Ability to work independently Working Conditions: Ability to work in a high stress environment, fast-paced and changing environment Numerous demands for resources that need to be prioritized within tight deadlines Frequent travel is required Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Vice President Group Retirement Plans - BMO Global Asset Management
BMO, Vancouver, BC
Application Deadline: 04/28/2024Address:595 Burrard StreetJob Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAM's P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is accountable for ongoing sales effectiveness of GAM's group RSP initiatives. The VP, Group Investment Sales will develop and manage senior relationships within the personal branch network and the business banking segment to drive awareness and group sales.KEY AREAS OF ACCOUNTABILITY A. Business Development B. Relationship ManagementC. Planning ACCOUNTABILITIES A. Business DevelopmentProvide ongoing sales support to GAM's retail distribution teams (Regional Sales Managers and Internal sales Representatives)Provide product specific training and support to the P&C sales forces (Financial Planners, Financial Services Managers and Commercial Relationship Managers) to build an understanding and confidence in the group offerAct as the point person representing GAM at national and local market events to raise the profile of GAM's group productIdentify gaps, issues, and best practices by monitoring group sales and service activity levels against national and divisional plansFoster a sales culture of goal achievement and superior customer satisfaction via quality interactions with the GAM distribution teams, the P&C salesforces and group RSP prospectsB. Relationship ManagementCreate and manage senior relationships in the P&C channel to ensure a high level of GAM group RSP awarenessCo-ordinates group RSP awareness and activity with leadership at BMO Wealth partners (NB, IVL, LA and PB)Build and maintain industry relationships to elevate the awareness of GAM's group offer and a better understanding of the competitive environmentWork with GAM's product, sales support and strategy teams to ensure all sales tools, training materials are leading edgeC. PlanningPrepare/update and implement annual national business planIn partnership with the sales strategy team, continually review and refresh the go to market strategy and customer positioning for the group RSP productProvide recommendations on marketing campaigns, advertising, sponsorships, external partnerships etc.Contribute to the continuous improvement of processes and procedures by identifying potential service gaps and providing input and recommendations on product enhancementsUnderstand and assess ongoing opportunities for national and regional sales programsDevelop and organize travel plans and manage an assigned national budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff AUTHORITIES To deliver on these accountabilities, the incumbent must have the following authorities:Advisory - Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company.Monitoring - Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management.Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required. CROSS-FUNCTIONAL RELATIONSHIPS BMO Capital MarketsBMO Corporate BankingBMO Wealth partners (IVL, NB, PB, and BMO LA)BMO GAM Senior LeadershipBMO GAM Institutional Sales ManagementComplianceLegalMarketing SCOPE AND IMPACT Operating budget KNOWLEDGE AND SKILLS Knowledge: • Undergraduate University Degree•5-10 years Investment Sales Experience•PFP or CFP or CIM or FCSI or CFA•In-depth knowledge of investment products and markets•In-depth knowledge of sales strategies•In-depth knowledge of competitive marketplace and trends in group investments product offerings•In-depth knowledge of Bank products, services, organization and banking group interrelationships•Ability to take in knowledge and resolve a magnitude of diverse, complex issuesSkills: •Exceptional sales & customer service orientation skills•Proven investment sales success is mandatory•Exceptional networking, presentation, facilitation, and relationship building skills•Exceptional interpersonal and communication skills•Demonstrated ability to clearly and decisively set priorities•Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests•Sound business planning and organization skills and ability to manage multiple priorities•Ability to work independentlyWorking Conditions: Ability to work in a high stress environment, fast-paced and changing environmentNumerous demands for resources that need to be prioritized within tight deadlinesFrequent travel is requiredGrade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Account Executive - Professional Services Practice
Aon, Montreal, QC
Are you an effective team player who would thrive in advising global Professional Services clients on their risk retention, risk financing, and risk transfer decisions? If you are looking for an opportunity to apply your insurance industry experience in servicing clients in a global setting, this may be your next career move! This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and are passionate about helping our colleagues and clients succeed. What the day will look like As part of an industry-leading Professional Services Practice team, you will help empower results for our clients by delivering risk financing consulting and insurance/reinsurance broking services to large global Professional Services accounting and consulting firms. As an Account Executive servicing our clients, you will help the team to bring the best of Aon to ensure all of clients’ needs and deliverables are promptly met with quality and innovation. How this opportunity is different This is a truly unique position residing in Aon’s Professional Services Practice, which is the leader in our segment in delivering high-quality work product in a supportive team environment where client demands are high and constantly changing. Joining a global organization also comes with opportunities for advancements, cross-training, involvement on local, national and global projects and ability to participate and drive innovative projects and solutions across all solution and product lines. Major Responsibilities Include: Participate in, and assist team with, the delivery of services and advice to clients’ risk managers and offices of general counsel. Provide advice to senior client contacts regarding their insurance programs, Aon deliverables, and in response to requests and inquiries. Prepare underwriting submissions and claims exhibits for commercial insurers. Draft and prepare policy documentation and endorsements and prepare wording comparisons across different risks, when necessary. Prepare premium invoices and compute applicable taxes, and track the receipt and flow of funds. Support the accurate organization and administration of clients’ claims data and its extraction for reporting purposes. Prepare and analyze statistical exhibits and presentations in relation to historical claims experience. Collaborate with team members and Aon’s actuaries to analyze the cost of risk for the setting of insurance premiums. Prepare reports, summaries, papers, and meeting materials for delivery directly to clients. Participate in business development within the practice and the exploration of new and evolving risks and potential risk transfer and risk financing solutions. Respond to queries from clients and commercial insurers. Support the preparation and issuance of verifications of insurance. Collaborate with colleagues in other Aon offices (New York, Chicago, London, Bermuda, and elsewhere) in the coordinated delivery of insurance programs and policies to clients. Attend team meetings, maintain team/personal outstanding task lists, and maintain files that clearly and accurately record the activities and communications of the team. Attend training sessions, presentations and meetings that will assist with present and anticipated future responsibilities. Skills and experience that will lead to success Will consider candidates with insurance broking, underwriting, actuarial, captive, or commercial insurance and claims experience - preferably in the professional liability line. Corporate risk management experience, especially in a Professional Services firm environment is a plus. Minimum three to seven years in related insurance experience Strong technical insurance knowledge in specialty lines, in particular professional liability, cyber, employment practices liability and management/directors & offices liability. Ability to coordinate, prioritize, and monitor workflows. Excellent written and verbal communication skills Strong analytical and problem-solving skills Strong interpersonal skills. Motivated and self-directed. Trains and mentors other colleagues effectively as a teammate. Strong attention to detail Bachelor’s degree is required. Insurance licensing as required but not necessary to be considered. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected] Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. #li-dr1 #LI-HYBRID 2537189
BMO Capital Markets Summer 2025 Investment Banking Analyst, Montreal
BMO, Montreal, QC
Application Deadline: 04/18/2024Address: 105-119-129 rue St-Jacques OJob 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.Who we areInvestment & Corporate Banking offers our clients an integrated Capital Markets platform which is characterized by our sector ecosystem approach to deploying a combination of deep industry sector expertise, innovative thinking in a team based approach and world class execution across a full suite of products, all backed by a strong balance sheet.What will you do?Summer Analysts start the internship by completing a one-week training and orientation programDuring the next 15 weeks, you will be assigned to a specific Investment Banking product or industry groupBeyond the on-the-job experience, the program encourages interns to network across various business groups, learn about BMO Capital Markets culture, participate in training seminars, get feedback, and receive coaching and career guidance from dedicated mentors while broadening your skillsGet connected with various Capital Market professionals through CM Café Connext to grow your networkUpon successful completion of this internship, you may receive a full-time offer for BMO Capital Markets Investment and Corporate BankingWhat's in it for you?You will gain valuable exposure to a wide number of industries and work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory.Responsibilities include:Running valuation analyses;Performing complex financial modeling;Conducting industry and company research and analysis;Developing client presentations;Writing internal and external marketing memoranda;Performing other tasks supporting client relationships and business developmentWhat are we looking for?This position is ideally suited for talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment banking. As an Analyst, you will be part of a dynamic investment banking environment.Students who are enrolled in an undergraduate degree program; graduating in December 2025 and April 2026 Have a minimum cGPA of 3.4/4.0; Pursuing an undergraduate degree in finance, math, accounting, engineering, economics, statisticsYou are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future Outstanding academic achievement and peer recognition;Excellent analytical skills in business, financial and credit analysis areas;Strong interpersonal skills used within a demanding team environment;Demonstrated proactivity, resiliency, and an unfailingly positive attitude;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 and a high level of professional integrity.How to Apply: For your application to be eligible for consideration, please apply to this posting.Please ensure the following items are submitted in your application:1. Cover Letter (optional)2. Resume3. TranscriptThe 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.Compensation and Benefits:Pay 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.
Associate Account Executive
Aon, Toronto, ON
Associate Account Executive Mining Are you looking for an opportunity to take your next step in the insurance industry? Have an interest in Mining Company risk factors and how we can help them make good decisions to mitigate them? Note: This is a hybrid role with the flexibility to work both virtually and from our Toronto office. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Developing knowledge of client operations and risk exposures; Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations within service level standards; Assist managing renewal process, including preparing the renewal documents, presenting to client for approval, obtaining the binding order, and reviewing policy documentation and delivering to client in a timely manner. Escalating, as required, complex/difficult customer inquiries to the appropriate team leader; Develop and maintain business contacts with prospects and clients; Collaborate with other team members to meet the needs of clients regarding insurance and risk management; Collaborate and liaise with colleagues in Aon's international network; Collaborate in negotiations with insurers and maintain good relationships with them; Support the management of a global insurance portfolio; Supporting the timely renewal process of coverages; Review of applications and renewal information for completeness and accuracy Ensure the accuracy of insurance contracts; Support the Account Manager in keeping clients informed of new products, new coverages and market trends; Respond to client needs and develop a relationship with the client to solidify the relationship with Aon. How this opportunity is different Interested in being part of a fast-paced environment and being part of a specialty team? This could be the opportunity for you. Working within the Mining team, this position offers plenty of learning opportunities for inspired candidates. As an Associate Account Executive, you will report directly to the Toronto Team Lead. Skills and experience that will lead to success RIBO license, or working towards Min. 5 years of relevant insurance experience Ability to think critically and problem solve effectively General knowledge of all areas of general insurance coverage Strong customer service orientation and interpersonal skills Willingness to learn and develop within a fast paced, high performing team Proficiency in MS Office software Committed team player How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #LI-HYBRID #LI-NA1 2537529
Regional Sales Manager, Retail Distribution - BMO Global Asset Management
BMO Financial Group, Winnipeg, MB
Application Deadline: 05/12/2024 Address: 201 Portage Avenue Job Family Group: Customer Solutions Territory coverage: Manitoba and Saskatchewan Under the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding Retail Investments products. The Regional Sales Manager is the ground-level sales support for Retail Investments in the Retail Channel and is accountable for ongoing sales effectiveness of Retail Investment products in the assigned region. Sales & Channel Support: Create and manage relationships with the assigned region of the retail Distribution Channel to ensure optimum representation of Retail Investments Products Provide ongoing sales support to the assigned region of the retail Distribution Channel Work with Retail Investments, Product Delivery Groups to establish requirements for sales tools, training and process development, to execute against the sales delivery strategy and customer positioning of the Retail Investments LOB Identify and provide product specific training when appropriate to sales force Provide sales support for Retail Investments National Sales Campaigns and Programs Work together with other functional groups in Retail Investments providing feedback and recommendations on the development of sales and support tools, growth and retention targets to build revenue and maximize sales Co-ordinates requirements across PCG and P&C channels for bringing new ideas for new products, service and process development to Director, National Sales Relationship/Channel Management: Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums Act as the point person, representing Retail Investments at local market functions, soliciting feedback from the retail channel Act as the key contact for Retail Investments, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable) Ensure a thorough understanding of competitor activities to identify potential opportunities and threats Assess impact of competitive environment and local industry relations and recommend actions to address and support Retail Investments profitability and LOB goals Understand and assess ongoing opportunities for National Sales Programs Sales & Service Delivery: Identify gaps, issues, and best practices by monitoring of Retail Investments sales and service (growth and retention) targets against District/Area/Branch plans Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acquisition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.) Foster a sales culture of goal achievement and superior customer satisfaction Keep current with sales technology and tracking systems Contribute to Retail Investments objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets Planning: Assist in developing tactical plans to meet annual growth and retention targets Prepare/update and implement annual territory business plan Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff Attend weekly team conference call and submit weekly activities report to Regional Sales Leader Qualifications: Typically between 5 - 7 years of relevant experiences in Financial Planning or Branch Management and post-secondary degree in related field of study or an equivalent combination of education and experience. Completion of IFIC or CSC; asset to have PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in Retail Investments Product offerings In-depth knowledge of Bank products, services, organization and Banking Group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues Compensation and Benefits: $64,600.00 - $119,700.00 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.
Regional Sales Manager, Retail Distribution - BMO Global Asset Management
BMO, Winnipeg, MB
Application Deadline: 05/05/2024Address:201 Portage AvenueTerritory coverage: Manitoba and SaskatchewanUnder the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding Retail Investments products. The Regional Sales Manager is the ground-level sales support for Retail Investments in the Retail Channel and is accountable for ongoing sales effectiveness of Retail Investment products in the assigned region. Sales & Channel Support: Create and manage relationships with the assigned region of the retail Distribution Channel to ensure optimum representation of Retail Investments Products Provide ongoing sales support to the assigned region of the retail Distribution Channel Work with Retail Investments, Product Delivery Groups to establish requirements for sales tools, training and process development, to execute against the sales delivery strategy and customer positioning of the Retail Investments LOB Identify and provide product specific training when appropriate to sales force Provide sales support for Retail Investments National Sales Campaigns and Programs Work together with other functional groups in Retail Investments providing feedback and recommendations on the development of sales and support tools, growth and retention targets to build revenue and maximize sales Co-ordinates requirements across PCG and P&C channels for bringing new ideas for new products, service and process development to Director, National Sales Relationship/Channel Management: Optimize local market opportunities through effective interface and interaction between the Distribution Channel and other LOB and Divisional Groups Build and maintain industry relations within the region of the Distribution Channel as a foundation for sales at conferences and forums Act as the point person, representing Retail Investments at local market functions, soliciting feedback from the retail channel Act as the key contact for Retail Investments, in designated territory, working with Districts/Branches to address specific requirements and responding to local market situations (where applicable) Ensure a thorough understanding of competitor activities to identify potential opportunities and threats Assess impact of competitive environment and local industry relations and recommend actions to address and support Retail Investments profitability and LOB goals Understand and assess ongoing opportunities for National Sales Programs Sales & Service Delivery: Identify gaps, issues, and best practices by monitoring of Retail Investments sales and service (growth and retention) targets against District/Area/Branch plans Assist with monitoring the effectiveness of all Marketing initiatives providing appropriate recommendations, as required (acquisition campaigns, advertising, sponsorships, external partnerships, retention campaigns, etc.) Foster a sales culture of goal achievement and superior customer satisfaction Keep current with sales technology and tracking systems Contribute to Retail Investments objectives by actively engaging in the development of sales and service activities to achieve individual and team growth and retention targets Planning: Assist in developing tactical plans to meet annual growth and retention targets Prepare/update and implement annual territory business plan Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives Develop and organize travel plans and manage an assigned territorial budget, including the integration of reward and recognition items for best practice sales and behaviors among sales staff Attend weekly team conference call and submit weekly activities report to Regional Sales Leader Qualifications:Typically between 5 - 7 years of relevant experiences in Financial Planning or Branch Management and post-secondary degree in related field of study or an equivalent combination of education and experience.Completion of IFIC or CSC; asset to have PFP or CFP or CIM or FCSI or CFA In-depth knowledge of investment products and markets In-depth knowledge of sales strategies In-depth knowledge of competitive marketplace and trends in Retail Investments Product offerings In-depth knowledge of Bank products, services, organization and Banking Group interrelationships Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Account Manager - Media Sales
Rogers, Toronto, ON
Account Manager - Media Sales Are you ready to take your career to new heights and be a part of a dynamic team at Rogers Sports & Media? We believe in creativity, innovation, and collaboration in everything we do, and we are looking for people who share this mindset to join us. With a monthly reach of 30 million Canadians, you can help shape the future of sports, news, e-commerce, and entertainment. At Rogers, we value diversity and inclusivity and believe that every voice matters. Join us today and be a part of a team that is redefining the future of media.Rogers Sports & Media is seeking a National Account Manager to manage a territory of advertising agencies and direct clients, reporting to the Sr. Manager of Agency & National Sales. The ideal candidate can excel in a fast-paced environment and drive incremental revenue across the premium portfolio of Roger's conventional and specialty stations, Streaming TV Video, and Advanced TV portfolio.This position requires expertise in all aspects of the sales process from superior relationship-building abilities, accurate forecasting skills, proactive solution selling and strong closing abilities, to intensive prospecting with customers through a detailed understanding of the client's business needs. The primary function of the role is to sell both transactional and integrated opportunities across linear television, streaming tv video, and advanced television for Rogers Sports & Media within an existing territory.What You will be doing... Sell Rogers Sports & Media conventional and specialty linear stations as well as streaming TV Video, advanced TV solutions, and media sponsorships. Actively prospect for and develop new business opportunities by building and maintaining strong relationships with clients and agencies. Prepare and deliver high-quality presentations and proposals tailored to each client and/or agency group on a frequent basis. Lead & collaborate on all sales initiatives through agency-based proposals, direct-to-client & new business acquisitions to ensure the combined achievement of revenue targets across television, streaming tv and advanced tv assets. Develop creative strategies around the business to meet targets and maximize revenue. Lead in-depth and strategic management of category & industry tools to develop & drive new business. Work with internal teams, colleagues, and leadership to develop creative solutions and integrated sales programs for clients. Maintain up-to-date information related to market changes, the competitive landscape, trends, and movements to effectively manage a sales territory. Develop and maintain client profiles, contact updates, and historical buying data in Salesforce. Update and maintain all account history and activity reports and annual account planning in Salesforce. Prepare weekly or monthly sales status reports through a keen focus on pipeline management in Salesforce. Forecast and maintain weekly sales priorities/activities in Salesforce. What you will bring... Proven advertising sales experience, preferably in media sales/television/digital. Must have excellent presentation skills. Strong negotiation and sales abilities. Advanced knowledge of MS Office applications. Superior communication skills. Strong interpersonal skills. Communication and presentation skills, both written and oral, must be excellent. The successful candidate must have strong listening skills and be tactful in many interactions, both with external customers and with internal departments. Strong Performance well under the pressure of deadlines, the requirement to generate new customers, and the accountability of multi-million dollar revenue targets. Comfortable with ambiguity in developing plans and future strategies while also adhering to corporate policies in conducting business. Here's what you can expect in return: A manager who deeply cares about your development and long-term career at Rogers A team that trusts and wants to win together Smart and accomplished colleagues who are focused on both the "what" and the "how" Your choice of hardware and software (iPhone or Android plus a laptop PC etc. Schedule: Full time Shift: Day Length of Contract: 12 Months Work Location: 1 Mount Pleasant (083), Toronto, ON Travel Requirements: Up to 10% Posting Category/Function: Sales & Account Management Requisition ID: 304512At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Rogers Sports & MediaLocation: Toronto, ON, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Account Manager, Sales Management, Advertising Sales, Advertising, Sales, Marketing
Development Officer
Equest, Vancouver, BC
"The best prescription I've ever given is a wish." -Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish® Canada WHAT IS YOUR BIGGEST WISH? Is it to be part of an organization that is child-focused, values employee experience and is an inspiring workplace? If so, Make-A-Wish is for you! Make-A-Wish ® Canada creates life-changing wishes for children with critical illnesses. We are on a quest to bring every eligible child's wish to life because a wish is an integral part of a child's treatment journey. Research shows children who have wishes granted can build the physical and emotional strength they need to fight a critical illness. "It's been wonderful to have this wish to look forward to... It's wonderful to see (Rowan) with something that brings him pure joy after all he's been through and missed out on!" -Melissa, mom to wish kid Rowan (age 5, leukemia), who wished for an indoor jungle gym. MISSION, VISION AND VALUES Our mission is, together, we create life-changing wishes for children with critical illness. Supported by our vision to grant the wish of every eligible child. Our values are Child-Focused, Integrity, Impact, Innovation, and Community. WHAT'S IN IT FOR YOU? Meaningful opportunities to make an impact and change the lives of children with critical illnesses within your community and across Canada A collaborative team environment where you feel valued and inspired An attractive compensation package that includes group health and dental premiums which are fully covered by the Foundation, RRSP, & Wish paid hours Annual vacation starting at three weeks & additional paid leaves Work/life balance and flexibility Hybrid working environment Employee Wellness Program Corporate discounts Continuous learning, development and internal training opportunities Fun employee activities, contests, and more! Make-A-Wish ® Canada is committed to fostering a culture that aims to change lives while offering a rewarding employment experience where your contributions make a true difference every day! WHERE YOU COME IN We are looking for a Development Officer to join our team at Make-A-Wish Canada. Reporting to the Manager, Development, and working closely with the National Corporate Development team, the Development Officer is responsible for the management and coordination of the full events lifecycle for Make-A-Wish Canada's first party events, sponsorship, corporate, third party and donor relations events in BC & Yukon to support growth of MAWC's 3-year strategic plan. This role is located in Vancouver and is a full-time, permanent, hybrid position. WHAT YOU WILL DO Event Logistics With support from the Manager, Development, coordinate all logistics for major chapter first party events, including Make-A-Wish Golf Classic, Wishes on the Roof, and Trees of Joy, among others. Work with the marketing team to provide input in the development and design of marketing and promotional material, including chapter specific social media, campaign/event print materials, and other materials related to events under their portfolio. Provide support to event committees as required to ensure success of events (e.g., guidance, materials, staff/volunteers, timelines, etc.). Work in collaboration with Wish Family Engagement team to identify appropriate Wish Families or stories for event participation. Fundraising Identify opportunities and conduct cold calling to solicit financial contributions, in-kind donations, auction items, and event sponsorships. Drive revenues (first party, corporate sponsorship, third party, signature campaigns) by sourcing, qualifying, cultivating, soliciting, and closing fundraising opportunities. In collaboration with Manager, Development, create and maintain a robust pipeline, identifying opportunities for yearly and multi-year pledges and commitments, securing net new revenue, and stewarding existing relationships. In partnership with the Manager and Director, support executing annual plans for achieving revenue targets. Work in collaboration with the team to develop and execute short-term and long-term development goals for the chapter, ensuring increased revenue year-over-year. Continuously research market data/information and seizing potential opportunities in events, third party, and corporate sponsorship. Donor Relations Strengthen and grow revenue development opportunities with existing donors through cultivation and implementation of strategies, ensuring that the business objectives of both the organization and the corporate partners are aligned. Develop and maintain strong relationships with stakeholders (National Office, volunteers, suppliers, sponsors, donors, media, and community liaisons). Communication and Administration Act as an ambassador and spokesperson for the Foundation at events and in communications with donors and other stakeholders. Maintain accurate tracking of donor activities in Salesforce and Donor Drive on a timely basis. Other duties as assigned. WHAT YOU BRING Minimum 2-3 years of progressive experience in a fast-paced environment and in a fundraising/event management role. Supervisory experience is an asset. Post-secondary education in business or fundraising, or an equivalent combination of education and relevant work experience. CFRE designation or working towards is considered an asset. Solid understanding of the non-profit development landscape is a must. Proven self-starter, with transferable sales or fundraising experience, who is passionately driven to carry projects to completion and exceed targets with minimal supervision and, at the same time, work collaboratively within a team environment. Demonstrated high degree of skill and success in strategic business development, specifically the ability to forge, manage, and maintain strong and authentic partnerships with new donors, while growing the value of existing donor base. Possesses excellent interpersonal skills with a natural affinity towards collaboration, exercising sound judgement, and building trust with a diverse group of internal and external stakeholders. Ability to lead a team and coach volunteers to achieve common goals. General financial management acumen to meet/exceed revenue targets, ability to manage operations within an established budget, knowledge of government receipting requirements. Strong written, editing, oral and presentation skills. Bilingual (English, Cantonese/Mandarin, and Hindi/Punjabi) language skills an asset. Access to reliable transportation, to and from work, as well as for attending events, donor and sponsor visits, and other physical meetings in the community is a requirement. A clear Criminal Background Check is required. YOUR WORK ENVIRONMENT Hybrid work environment (2 days in-office, 3 days remote per week): responsibilities are carried out in the Chapter Office and remotely, however, you will be regularly required to be out of the office for visits with sponsors and donors, for site visits, and attending events in the community. Given the nature of events, may work irregular hours including evenings and weekends. Works under high degree of pressure on day of events to ensure logistics and all aspects of events are carried out successfully. Physical/Mental Effort Emotional situations in dealing with wish recipients and families facing life threatening conditions or illnesses, in palliative care, and end-of-life stages. Demonstrates emotional resiliency to be able to conduct cold-calls and continue to develop donor relations. Works under pressure with multiple tight deadlines, demands, high volume workload, and dynamic/overlapping priorities. Our Commitment to IDEA Make-A-Wish Canada (MAWC) is committed to Inclusion, Diversity, Equity, and Access (IDEA). We believe that it is essential to our mission that we build a diverse, balanced, and vibrant workforce that reflects the diversity of the communities we serve and seek to serve. Research has shown that candidates from underrepresented groups often only apply when they feel 100% qualified. Therefore, we ask that even if you do not see yourself fully reflected in every job requirement listed on this posting, to still apply. How to apply If everything you've read so far sounds like you, we encourage you to apply now! The deadline to apply is May 13th, 2024 at 11:59pm ET. To apply, please navigate to: https://can232.dayforcehcm.com/CandidatePortal/en-CA/makeawishca/Posting/View/351 Make-A-Wish Canada provides equal opportunity in employment and encourages applications from all qualified candidates. Reasonable accommodations due to disability are available on request at any stage of the hiring process. Recruitment process Our recruitment process is swift in pace. Once applications are reviewed, we will contact our shortlisted candidates. Our typical process includes a phone screen, one or two interviews, and reference checking, followed by an offer and a criminal background check for the successful candidate. We would like to thank all applicants for their interest in working with us! ABOUT MAKE-A-WISH® CANADA Since 1983, Make-A-Wish Canada has granted over 38,500 wishes across the country, over 1000 last year alone. As an independently operating affiliate of Make-A-Wish International, Make-A-Wish Canada is part of the network of the world's leading children's wish-granting organization. We serve children in every community in Canada, and in more than 50 countries worldwide. JOIN OUR ONLINE COMMUNITY For more information on how you can support Make-A-Wish ® Canada or get involved please visit our website at makeawish.ca .
Analyst, Investment Consulting
Aon, Regina, SK
Are you looking for a unique opportunity to pursue a career in the institutional investing industry? Then Aon has an opportunity for you! As part of an industry-leading team, the Analyst will help empower results for our institutional clients by delivering innovative and effective solutions with our Investment Consulting Practice within Aon, in our Regina office. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like As an Analyst in Investment Consulting your day will be divided between individual client performance reporting and portfolio analytics, and Consultant led special projects on a broad array of investment topics. Prepare performance monitoring reports for institutional clients Prepare presentations on investment topics (e.g. investment manager selection, investment manager structure, asset classes) Conduct searches for investment managers Review and amend governance documents (e.g. statement of investment policies and procedures) Support experienced client teams in all aspects of work servicing clients Participate in internal research and seminars regarding investment ideas and current industry issues How this opportunity is different Your role will expose you to the most creative and most promising investment professionals in Canada, while you learn and grow and ensure career success. Our focus is on making valuable contributions to our clients’ investment programs through the development and application of innovative world‐class solutions, backed by our experience and the resources of Aon nationally and globally. As a crucial team member of a small local team, and large national team, you will service existing clients and prospects with specialized institutional investment consulting. Our clients include pension plans, foundations and insurance funds with assets in the billions. Your work will positively impact significant investment pools and broad partner groups. Skills and experience that will lead to success If this role appeals to you but you don’t meet all the requirements listed below, please do express your interest. Applicants who do not have the industry experience but have the required education and skills will also be considered. Candidates with 1-3 years of relevant experience will be considered an asset General knowledge of the institutional investment industry, understanding of investment concepts and the financial markets Highly motivated, self-starter and team-oriented individual Highly organized individual, with strong attention to detail and accuracy Ability to multi-task, work under timelines and adapt to changing business needs Advanced knowledge of Microsoft Excel (e.g. array and look-up formulas) Thorough knowledge of MS Office Suite: Microsoft PowerPoint and Word Positive demeanour and a desire to participate in the success of Aon Bachelor’s degree or equivalent experience, is required, preferably in Business Administration, Commerce, Mathematics, Actuarial, Finance or Economics Commitment to professional development, working towards completion of the Chartered Financial Analyst (CFA) program is recommended. Aon supports candidates in the CFA program. We cover program tuition and upon completion of each level, a salary increase, and a bonus are provided. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected]. #LI-AM3 #LI-HYBRID 2542230