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Freight Forwarding Logistician (NOC 13201)
International Fastline Forwarding Inc., Richmond, BC, CA
International Fastline Forwarding Inc. is a provider of both domestic and international shipping solutions. We offer a complete range of efficient transportation, logistics, and supply chain management services to meet the changing demands of businesses both internationally and domestically. The company’s core products and services include International Transportation (Ocean, Air) with Customs Brokerage, Door Delivery, Trucking, Warehousing, Insurance and other logistic services.The International Fastline Logistics Team is expanding, and we are seeking Freight Forwarding Logisticians to handle the technicalities of international transportation marketplaces. As the Freight Forwarding Logistician, you will work alongside other employees to assist in new business development, to ensure successful operational procedures are being adhered to, promote international service offerings, and make certain that all operational processes are within compliance.Reporting directly to the Sales Director in Vancouver, this role will oversee Air/Ocean, and Ground transportation requirements in/out of Vancouver and Toronto.Duties:- Coordinate & communicate professionally with clients, warehouse, truck drivers & consignees.- Implement proactive action and service to secure existing customers and cultivate potential business.- Handle orders and full sets of inbound and outbound documents.- Prepare Invoices & various reports.- Arrange Schedules for truck drivers.- Monitor logistics schedule.- Process shipping documents and maintain logistics data in system.- Research and advise on logistics matters including but not limited to delivery schedule and channel of delivery.- Participate in workflow improvement or other projects as relevant.Requirements:- Detail-minded with excellent analytical, planning, and presentation skills.- Excellent communication skills.- Diploma or above in Supply Chain or related disciplines.- At least 3 years’ experience in logistics operations in multi-national trading office.- Good understanding and experience in international shipments process.- Flexible, good team player and able to work under pressure.- Proficiency in MS office and preferably with knowledge of ERP or supply chain software.- Fluent in both spoken and written English.Job type:Permanent, Full-time job, 35 hours/week;Location: 2 in Vancouver and 1 in TorontoInterested candidates please apply immediately by email to with your resume, we are eager to speak to you! We offer a competitive annual wage ($53,000) along with a benefits package!
New Business Associate - BMO Insurance
BMO, Toronto, ON
Application Deadline: 04/24/2024Address:60 Yonge StreetThe New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New BusinessIssue and settle policy contracts in an efficient manner to meet service and quality level standardsAddress customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to managementUnderstand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contractsExhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgencyInvestigate and resolve inquiries from the field and other team members related to specific casesCollaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriterEffectively communicate with Case Coordinators to obtain any outstanding requirementsProvide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities:Answering advisor inquiries to provide accurate information about BMO Life Assurance applicationsRun policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of informationPerforming simple and complex New Business administrative tasks, as required for the processing of insurance applicationsManaging time sensitive financial transactions which requires understanding of market timing and the impact of backdatingUnderstanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAccuracy and timeliness of the work completed by this role is critical to BMO Life Insurance's reputational risk Required Skills Strong customer service orientationAbility to effectively multi-taskAbility to handle high pressure situations with very tight turnaround requirementsExcellent organization skillsProductivity focused: Able to consistently process a high volume of tasks dailyAbility to make sound transactional decisions in accordance with policies and directivesProficient with Microsoft Office (Word, Excel) Required Knowledge High school diplomaUniversity/College graduates preferredExcellent English - Written and Oral Communication skills requiredFluently Bilingual in French would be an asset but not requiredCompletion of introductory LOMA courses (LOMA 1 and 2) preferredWorking knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels1-2 years' experience in Life Insurance; New Business or Customer Service area preferredPrevious experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet)Grade:4Job 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.
Manager, Portfolio Management Group
BMO, Toronto, ON
Application Deadline: 05/02/2024Address:100 King Street WestAddress:100 King Street WestThe Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada's Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Private Investment Counsel (BPIC)'s philosophy, strategies and mandates.Key Accountabilities1. Portfolio Administration and Implementation2. Leadership & Team Effectiveness3. Project Management4. Risk Management & ControlACCOUNTABILITIES1. Portfolio Administration and Implementation• Implement investment recommendations of the Investment Policy Committee and investment managers by generating orders and executing transactions in BPIC's discretionary accounts.• Support Investment Counsellors in the administration and management of client portfolios by generating orders and executing transactions upon request.• Maintain low portfolio variability with established investment models to keep performance in line with internal benchmarks.• Proactively review client accounts to ensure portfolios are managed in an efficient manner by utilizing portfolio management software capabilities while ensuring compliance with investment constraints.• Proactively liaise with the trading desk to enhance synergies.2. Practice Management and Team Effectiveness• Establish and maintain positive relationships with Investment Counsellors and provide guidance to Investment Counsellors in the management of client portfolios.• Coach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in the resolution of complex issues.• Provide insight and share expertise with team members and colleagues in regards to BPIC's investment platform and products.• Support a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change.• Provide feedback and support to the Regional Directors of Investments.3. Project Management• Assist, as subject matter experts, with ad-hoc projects in support of BMO Private Wealth Canada initiatives.4. Risk Management and Control• Protect the Bank's assets and clients by ensuring proper adherence to all aspects of First Principles, Our Code of Conduct, Ethics, and compliance policies and procedures relating to private client money management.Knowledge and SkillsKnowledge• Credentials and experience sufficient to achieve registration as Advising Representative with Provincial Securities Commissions is required (earned CFA Charter and has gained 12 months of relevant investment management experience in the 36-month period before applying for registration; or received the Canadian Investment Manager designation and has gained 48 months of relevant investment management experience, 12 months of which was gained in the 36-month period before applying for registration)• University degree• CFA Charter or Canadian Investment Manager designation• Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Private Wealth or Investment Management divisions.Skills• Strong understanding of portfolio management principles and the regulatory environment.• Ability to work in a fast-paced environment• Excellent interpersonal, communication, relationship management and persuasion skills (verbal, listening and writing)• Strong attention to detail and analytical skills as well as being organized and the ability to multi-task and take initiative• Strong ability to work independently and as part of a team• Strong understanding of financial markets, investment products and familiarity with taxation issues.• Strong understanding of the regulatory environment• Strong technical skills and exposure to portfolio management and trading (Charles River - CRIMS and CRE) and book of record software (FIS - Global Plus) is an asset.• Strong computer skills: MS Office, MS Outlook, Bloomberg is an asset.Job Category:Individual Contributor / CollaborateurGrade: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.
Jr. Trade Administrative Analyst to Support Capital Markets Operations for large banking client
S.i. Systems, Toronto, ON
Jr. Trade Administrative Analyst to Support Capital Markets Operations for large banking clientLocation: Toronto (REMOTE - open to candidates in Ontario or Quebec)Duration: 12 months (possibility of extension or FT) Working hours: 7:00 am - 4:30 pmJob Description:Members of the team are responsible for identifying and reporting any trade discrepancies to the Middle Office/Trading Desk in a timely manner. Any unresolved issues must be escalated to senior management for further review. Other team functions include: accountability for Account Transfers CXL/COR and step outs for NBI and administration of the STEP trade upload tool.Job Responsibilities:Process and/or fulfill transactions, perform audit/ reconciliation activities and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis.Resolve discrepancies/ exceptions that frequently deal with non-routine situations, requiring further analysisDeliver exceptional customer service Must Have Skills:University degree in FinanceCapital Markets/Trading knowledge1+ yrs of Banking/Financial Industry experienceNice to Have Skills:Experience working with BPS/ADP, GEMS, IMatch, Global FrameWork, DTC/OCC/Arrow/CDS portalsExperience with VLOOKUP’s are a strong skill Apply
Director Media Sales East
Rogers, Montreal, QC
Director Media Sales East 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 is seeking a Director, National Sales to lead our team in Montreal. As a leader, you'll be a key member of our team to drive and oversee all sales in the region. What you will do... Responsible to deliver platform revenues and targets for News & Entertainment, including TotalTV, Broadcast, Digital, OOH & Connected TV. Collaborate with all internal stakeholders to deliver forecasts, gap plans and strategies to deliver against planned targets. Lead Agency discussions, support renewals & develop deep relationships with trading leads and key influencers in the Montreal Market. Ensure large volume agreements are managed, met and achieved with our agency partners. Responsible for achieving and exceeding the regions revenue targets by engaging & motivating the media sales account managers and the market manager. Collaborate with other National/Local Directors on market and regional sales strategies Understand the region's competitive landscape provide relevant insight and competitive intelligence/analysis Develop and implement key account plans for difference-maker accounts (client connections, relationship mapping and delivery against their objectives ) Leverage Client Solutions and Multiplatform Solutions for increased share Provide support VP, National Sales Prime client direct contacts & build strategic relationships with the Rogers Business teams in Montreal. Represent RSM at the Regional level, actively participating in Regional Councils and Strategy planning. Execute "brand first" & consultative sales strategy, i.e. evolution to multiple platforms to meet consumer consumption needs and Rogers revenue growth targets Identify long term opportunities and required sales roadmap to capitalize on each Empower platform sales leads to make decisions at appropriate level Drive to established KPIs, including financial, client satisfaction (NPS), and employee Drive adoption of tools and training and advanced products across all RSM brands & platforms Salesforce CRM to improve communication & collaboration Key account management training for focused and disciplined account growth through SF, LinkedIn and Anaplan management Negotiation training for maximization of revenue/results Utilization of Revenue Planning reports for better understanding of our numbers/pacing Utilization of Insights team for smarter proposals and customer service Foster collaborative working environment for platform leads and their direct reports Manage budgets, Market costs What you will bring... Strong leadership skills with intentional drive to win & a strong sense of initiative and diplomacy A strategic business lens with the ability & clarity to understand what the overall business needs and how to achieve the ultimate goal. Excellent communication skills (both written and oral), including interpersonal and presentation skills Superior Sales Management skills, primarily focused within large broadcast organizations. Thrives in a matrix environment. Sales Growth focused individual, able to manage multiple revenue lines simultaneously. Ability to work effectively under pressure in a fast paced environment Excellent interpersonal skills with the proven ability to work effectively with all levels of management, team members clients and outside partners. Creative problem solving is key; confident and able to make decisions quickly and effectively Schedule: Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location: 800, Gauchetiere O, Bureau 4000-Place Bonaventure - Montreal(182), Montreal, QC Travel Requirements: Up to 10% Posting Category/Function: Sales & Media Requisition ID: 302757At 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: Montreal, QC, 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: QC, Sales Management, CRM, Outside Sales, Media, Quality, Sales, Technology, Marketing
Senior Risk Analyst, Counterparty Credit Risk
BMO, Toronto, ON
Application Deadline: 05/10/2024Address: 250 Yonge StreetJob Family Group:Data Analytics & ReportingGeneral Accountabilities Supports the research and development of quantitative risk modeling methodologies and related strategies in support of the management of risks arising from business/group portfolios and products.Applies knowledge of analytics algorithms and technologies to maintain forward looking models and analytic solutions that ensure risks are properly identified.The Candidate's focus will be concentrated on counterparty credit risk measures, which are critical to business decisions, develop and improve key processes related to assessing and reporting of risk measures, and establish and maintain productive relationships with the lines of business (trading, risk oversight, portfolio management, and upper management).Specific accountabilities: Calculate counterparty credit risk on non-standard deals that present unique features in timeliness mannerUnderstand and identify potential weakness of existing pricing models and trade processing; propose and test possible improvements adapted to counterparty credit risk constraintsLiaise with trading, line of business, risk oversight, and operations to ensure proper deal understanding and to resolve any specific deal-related problems that may ariseProvide assistance, guidance and management in ad-hoc projects within the group Develop and apply scripting/programming to automate processes which serve a variety of tasks ranging from data gathering to generating automated reportsWork with Market Risk Oversight, Stress and Reporting team to delivery the regulatory reports and stressed exposure resultCROSS-FUNCTIONAL RELATIONSHIPS: T&O project managers and business analysts Counterparty Credit Risk Model Development team Risk Oversight and Market Risk Stress Testing team Corporate Risk Management directors and managers LoB Credit Portfolio Managers and Account Managers External system software vendors ROLE DIMENSIONS: This role has direct or in-direct impact on the following financial measures: Counterparty credit risk exposure measurements Economic and regulatory capital KNOWLEDGE AND SKILLS: Describe the knowledge and skills required for successful performance. Refer to the Role Definition Guide for definitions. Knowledge: Quantitative (mathematical and/or statistical and/or computer science); Finance; Economics; Financial markets and products; Programming - Proficient with Python. Better to know Django, PowerBI, SQL, and VBA; Understanding and experience with risk management methodologies and measurements systems; Skills: 1 and up years of related work experience, preferably in a financial institution MSc in a technical field, i.e., quantitative finance, statistics, engineering, applied mathematics Excellent analytic and troubleshooting skills Good technical and computer skills Excellent oral and written communication skills Ability to meet deadlines Strong critical thinking skills Good understanding and experience with risk management methodologies, financial markets and productsAbility to work in teams Applies mathematical and statistical methods to financial and risk management problems (e.g. internal controls; enterprise-wide stress testing and scenario analysis; capital modelling; valuations). Through quantitative analytical modelling, identifies important factors to consider for financial disaster and recovery plans. Conducts research and creates tools that use data to develop scenario-based planning and implements complex mathematical models to help the business make better financial and financial decisions (e.g. investments, pricing, etc.), drive innovation and minimize the impact of uncertainty.Develops pricing and quantitative risk models for an assigned portfolio e.g. fixed income, corporate credit and loans.Monitors risk in strategies and portfolios alongside project managers or functional leads.Conducts research and develops tools that use data to make better financial decisions; such as: investments, pricing, etc.Applies knowledge of risk assessment and controls along with extensive understanding of industry compliance standards and regulations.Identifies ways of mitigating potential risks; recommends and implements solutions based on analysis of issues and implications for the business.Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.Conducts quantitative research in risks across strategies and portfolios.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications: Foundational level of proficiency: Regulatory capital and stress testing.Compliance and regulation.Machine learning.Learning Agility.Systems Thinking.Model risk management.Data visualization.Data wrangling.Data preprocessing.Critical thinking.Driving Results. Intermediate level of proficiency: Quantitative financial modeling.Computational thinking and programming.Verbal & written communication skills.Collaboration & team skills.Analytical and problem solving skills.Data driven decision making.Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Technical proficiency gained through education and/or business experience.Compensation and Benefits:$65,400.00 - $121,800.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Director, Strategy & Enablement - SLC Management
Sun Life Financial, Toronto, ON
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.Visit our website to learn more and for the most up to date AUM information.SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.Job Description: Director, Strategy & Enablement - SLC Management What is in it for you:You will be responsible for formulating strategy and executing it. In this role you will help solve the company's most difficult challenges through thoughtful, strategic and analytical recommendations. The role will drive the development of growth strategies, manage processes and delivery execution of strategic initiatives. This role is ideal for a candidate who wants to grow as an “operator” by providing strategic recommendations and delivering operational improvements. What you will do:Elevate Value Articulation: Spearhead our efforts in articulating the value we deliver, encompassing comprehensive end-to-end measurement and tracking.Master Risk and Financial Performance: Take the reins in managing risk and financial performance for the SLC IT department, contributing to work prioritization through Agile Prioritization Management (APM). Play a vital role in the financial planning cycles, from strategic planning to budgeting, forecasting, and monthly analysis.Define and Track Objectives: Define clear departmental objectives with key results that align perfectly with our organization's strategic goals (define 3-5 year organizational structure and goals e.g., OKRs, KPIs, Board presentation material, strategic plans).Drive Effective Communication: Establish a robust communication strategy for key stakeholders and leaders, showcasing the value and cost of our services through insightful metrics and dynamic dashboards. Prepare and deliver executive level presentations as required.Lead Change Management: Develop a nuanced understanding of the scope, thoughtful stakeholder engagement, and a strategic implementation plan on initiatives that necessitate hands-on support.Execute Strategic Initiatives: anticipate needs and proactively problem-solve.Forge Powerful Partnerships: Build valuable relationships with key business partners, enhancing the effectiveness of our business management.Competitive Intelligence: Compile from a number of internal and external sources a knowledge base view of competitive intelligence related to: Digital, Data, Industry trends, Products, Artificial Intelligence.Cultivate Workforce Agility: Craft a visionary workforce strategy for SLC IT, anticipating future needs and enhancing team agility. Foster skill development, employee engagement, and knowledge transfer, eliminating skill gaps to ensure a highly skilled team.What you will need to succeed: 10+ years of experience in business management and/or leadership experience in an Information Technology environment, managing processes, and finances.Strong financial acumen, with good knowledge of business management practices and financial management skills, along with demonstrated consultative skills.Proven experience with business and strategy development processes.Ability to apply technology to improve timeliness, accuracy, quality, and cost effectiveness of services.Demonstrated ability to lead and manage complexity in the face of ambiguity or uncertainty.Ability to manage and work through tight deadlines and pressure associated with a highly visible role.Prior experience in a shared service or organization matrix model with the ability to work with teams across multiple locations and vendors.Demonstrated planning and Project Management skills.Exceptional communication skills (written and oral). Writing skills include an ability to simplify complex or technical concepts into easy-to-understand plain language consumable by senior executives (e.g., C-suite, Board of Directors). Broad set of communications modalities (slides, models, written word).Sound judgment and decision making skills with an eye on operational excellence at all times.Must be a self-starter with proven capability to adapt to changing demand and priorities.Preferred skills Financial education or certifications.Experience working in an asset management organization.Prior industry experience and up-to-date knowledge of relevant trends.Why SLC Management? Opportunity to work for a growing global institutional asset managerExcellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much morePension, stock and savings programs with an employer-paid match to help build and enhance your future financial securityA flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeamThe opportunity to move along a variety of career paths with amazing networking potentialAward winning workplace culture - Great Place to Work Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & InvestmentsSLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.Job Category: Project Management - SystemsSalary Range110,000/110 000 - 180,000/180 000The Base Pay range is for the primary location of the job. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don’t meet every criteria in the job description.We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected] thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Bilingual Trade Supervision Manager
Sun Life Financial, Montreal, QC
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Contract: 12 monthsThe Business Governance and Controls (BG&C) team is responsible for first line oversight within the Canadian Retail Advice and Solutions (RAS) business and works closely with advisors and field leaders to help advisors build and maintain compliant business practices, meet evolving regulatory expectations, all while putting the Client’s interests and experience first.Reporting to the Director, Wealth Oversight Programs, the contract Trade Supervision Manager (TSM) provides back-up first-line oversight of trading and other activities of advisors and field leaders to ensure we are meeting regulatory obligations and Sun Life policies.What will you do:Conduct Tier 1 supervision activities, including daily/monthly trade reviews, close supervision, new registrant supervision as a back-up TSM.Provide support to Trade Supervision Team Leads in effectively managing queries and other tasks to support trade supervision within the broader team.Through daily trade review activities identify and help resolve issues impacting risk, regulatory requirements, and our policies and procedures.Proactively identify issues and coaching opportunities for field leaders and advisors to improve compliance outcomes.Proactively identify and share opportunities for improvement in policies, processes, tools, and reporting across the compliance ecosystemCollaborate with Trade Supervision team members and with other BG&C colleagues to achieve BG&C objectives.Complete other duties as assigned.What do you need to succeed:Mutual Fund Branch Manager proficiencyKnowledge of and experience with mutual fund industry compliance standards and practicesIntegrity and ethics; good judgementInterpersonal and communication skillsOrganizational and time management skillsBilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.What's in it for you:A friendly, collaborative and inclusive cultureAn environment of continuous learning and improvementThe Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected] Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range:54,300/54 300 - 88,300/88 300Job Category:CompliancePosting End Date:31/05/2024