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Overview of salaries statistics of the profession "Commercial Property Legal Assistant in Canada"

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Real estate law clerk
Dulku Law Professional Corporation, Mississauga, ON, CA
The Real Estate Law Clerk will be responsible for completing residential, commercial and builder transactions.The ideal candidate will have a minimum of 2 years of experience as a real estate clerk in a law firm setting and must be an individual who is responsive, resourceful, and possesses a professional attitude with great client service skills, and who manages assignments and priorities to ensure deadlines are met and files are continuously and consistently moving forward.MAJOR RESPONSIBILITIES & JOB DUTIESDrafting and Revising:Perform a variety of legal and administrative duties in the area of Real Estate law and will be tasked to prepare and manage documentation for residential and/or commercial real estate transactions from beginning to end.Drafting requisition letters and closing documentsDraft all routine correspondence and prepares drafts of registerable instruments, licenses and other documents, based on precedents and sample formsPrepare closing documents to complete real estate closings, including statements of adjustment and funds summariesDue DiligenceComplete all steps necessary to complete real estate transactions, including review of agreement, noting critical dates, submitting off-title search requests, conducting and reviewing all searchesSearch titlesAssess and resolve title issues, including analyzing and summarizing registered encumbrancesFile and Document Management:Maintain and update all current files and archives in filing systemPerform, review and summarize searches of title and off-title due diligenceOtherHandle complex and/or sensitive situations and multiple simultaneous responsibilities relating to real estate transactionsFamiliarity with corporate/commercial transactions, wills/estate matters, and/or civil litigation would be an assetMinimum QualificationsCompletion of a Bachelor's DegreeAbility to handle all aspects of residential real estate (e.g., reviewing and updating title, preparing closing documents and correspondence, submitting and reviewing title and off-title search requests, preparing electronic registration documents, etc.)Strong organizational and time management skillsProfessional communication skills with clients, lawyers and team membersExcellent multi-tasking abilitiesProven ability to manage a large workload volume, competing priorities and demandsSound ability to adhere to strict deadlinesProficiency in MS Office (Outlook, Word, Excel, PowerPoint, etc.), Teraview, Lawyer Done Deal, RealtiWeb, and PC LawAbility to work independently, take initiative and follow instructions with minimal supervisionAbility to work well within a team environment
Client Services Assistant
BMO Financial Group, Toronto, ON
Application Deadline: 05/03/2024 Address: 30 St. Clair Avenue West Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Toronto is $38,000 Compensation and Benefits: $32 700,00 - $48 600,00 Pay Type: Salaried & Commission 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.
Client Service Assistant, BMO Nesbitt Burns
BMO Financial Group, Calgary, AB
Application Deadline: 05/24/2024 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Responsibilities: Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Calgary is $38, 000. Compensation and Benefits: $32,700.00 - $48,600.00 Pay Type: Salaried & Commission 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.
Customer Service Reprensentative
BMO Financial Group, Magog, QC
Application Deadline: 05/12/2024 Address: 498 rue Principale ouest Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Identifies customer needs and initiates referrals to BMO colleagues. Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch. Welcomes customers warmly and meets their banking service and transactional needs with seamless execution. Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU). Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customers experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: No prior experience necessary; post-secondary degree or certification in related field of study is desirable. High-level knowledge of personal, commercial and partner offers, and how each can best serve customers individual needs. Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications. Highly skilled at helping people who dont find digital applications intuitive to gain confidence in how to use them and to understand their benefits. Projects a professional presence. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. A focus on delivering a personal experience to customers. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $33,850.00 - $44,000.00 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.
Client Service Assistant
BMO Financial Group, Vancouver, BC
Application Deadline: 05/25/2024 Address: 885 West Georgia Street Job Family Group: Wealth Sales & Service Supports one or more BMO Nesbitt Burns Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. On-site role (not remote) Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Vancouver, BC is $38,000. Compensation and Benefits: $32,700.00 - $48,600.00 Pay Type: Salaried & Commission 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.
Project Manager - Civil Engineering Construction
Construction demathieu & bard (CDB) inc., Peterborough, ON
Demathieu Bard: Daring to endeavor!Please note: This position is not rotational shift. This work requires the ability to be mobile/temporarily relocate within the province of Ontario, as work sites and project durations vary. Experience in building/rehabilitating heavy civil transportation infrastructure (often involving water, such as bridges, canals, dams, culverts, cofferdams and similar) is also required. Our Culture Construction Demathieu & Bard (CDB) Inc. is the Canadian subsidiary of Demathieu Bard, a company based in France with over 160 years of experience in the construction industry, and has been operating in Canada since 1997. CDB specializes in major infrastructure construction and rehabilitation and is known for its innovative, complex construction methodologies and adaptability when undertaking challenging projects. As the general contractor, construction manager, and/or project manager, CDB continues to successfully deliver complex and challenging projects, particularly heavy infrastructure projects such as bridges, canals, dams, tunnels, culverts and viaducts. Our technical ability and well-recognized ‘can-do’ attitude sets us apart. Our strength as an organization lies in the skills and drive of our employees and it is a point of pride for us to encourage and develop our talent. CDB has currently over 150 engineers and technicians in Canada, with a wide range of multi-disciplinary skills and a right balance of experienced and young professionals. As an organization we are committed to optimizing our skilled resources, emphasizing professional development, and encouraging knowledge sharing across the company. Job SummaryThe project manager is providing leadership to a team of engineers, project coordinator(s) and site superintendent(s) in the successful planning and implementation of medium to large civil construction projects. The project manager is accountable for delivering project(s)on time and budget, while maximizing financial returns to the organizations. With a focus on safety, the project manager is providing leadership in the development of project execution plans, detailed project scheduling activities, develop and monitor project budgets and expenditures, and maintain positive relationships with project clients.ResponsibilitiesManagement – 50%• Ensure project(s) meet anticipated schedules, stay within budget, meets client expectations and are executed at highest level of quality• Prepare contracts and negotiate revisions, changes and additions to contractual agreements• Prepare and manage project budget/itemized costs, construction schedules and milestones, and monitor project’s progress• Tender, review, approve and award all sub-trades in conjunction with Estimator. Coordinate sub-trades work activities. Plan, organize, direct, control and evaluate daily operations with Site Superintendents, ensuring quality control• Develop quantity and material take offs for estimation and budget preparations• Direct the purchase of building materials and equipment• Monitor site safety and ensure compliance to OH&S Act and COR standards• Review and approve all supplier and subcontractor invoices and weekly time sheets for field workers• Manage and execute the Contemplated Change Order (CCO), Change Order (CO) and Change Directive (CD) are processed in a timely manner, responding to the timeframes requested by the Client and contract specifications. In all cases, follow-up until an approved CO is received within the timelines of contract specificationsTechnical – 25%• Provide direction for construction methodologies and direct designers in the completion of detailed designs and construction drawing preparation• Prepare technical specifications for construction services, utilities and works• Analyse and provides feedback on reports, design and analysis completed by third parties including engineering firms, architects and technical consultants• Prepare and lead execution of project environmental management plan including all waste management, contaminant management, water and soil protection, and mitigation for impacts to wildlife and species at risk• Oversee all civil quality control and quality assurance programs including materials testing programs (aggregate and concrete), and quality assurance programs (site survey benchmarks, reinforcing steel inspections, installation tolerances, etc.)Communication – 25%• Represent the company in direct communication with clients, project stakeholders, regulatory bodies, partners and the general public• Maintain effective communication with senior management and the project team, ensuring relevant project updates are communicated effectively• Prepare various documents such as technical documents, meeting minutes, project progress status and change order summaries• Develop and maintain effective working relationships with Client, Consultants, Architects, Designers, Provincial/Municipal Inspectors, Site Superintendents and Sub-Trades• Ensure Site Superintendents are up to date in regards to on site project documentation including but not limited to legislative requirements Core Competencies·        An out-going team player·        Exceptional communication skills, oral and written·        AccountabilityJob Related Competencies•       Superior analytical and problem solving skills•       Advanced persuasive communication•       Strategic thinking and decision making•       Advanced leadership and coaching skills•       Stress management•       Managing performance•       Personal credibility•       Workplace health and safety awarenessComputer Skills•       Excellent knowledge of MS Office including MS Project•       Familiarity with construction/ project management software including AutoCAD, ArcGIS, Bluebeam and HECRASOur commitment to equity, diversity and inclusion We respect and value our differences. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005 and the Ontario Human Rights Code, Construction Demathieu Bard (CDB) Inc. is committed to making the Recruitment & Selection process accessible. Should you require accommodation through any stage of the recruitment process, please let us know when we contact you and we will work with you to meet your needs. While we thank all applicants, only those being considered for an interview will be contacted.  Notice regarding the use of AI As per Part III.1 of the ESA, 2000, section 8.4(1), CDB does not use Artificial Intelligence (AI) to screen, assess or select applicants. 
Senior Legal Counsel, Finance & Securities
BMO Financial Group, Toronto, ON
Application Deadline: 05/03/2024 Address: 100 King Street West Job Family Group: Legal This role is part of the Enterprise Legal Technology & Operations and Corporate Areas - Finance and Securities Team. The Senior Legal Counsels principal responsibility is to provide senior level securities and corporate law advice and services in support of BMO Financial Groups Treasury, Investor Relations, Capital Management and Chief Accountants Group functions, as well as on matters that impact BMO Financial Group at an enterprise level. In particular, provide senior level support with respect to matters such as: (i) global public and private offerings and internal financings; (ii) continuous disclosure obligations; (iii) capital management activities such as security redemptions, normal course issuer bids and dividend reinvestment plans; (iv) interaction with regulators; (vi) securities law implications with respect to mergers and acquisitions; (v) general Treasury management activities; and (vi) certain corporate governance matters. Provides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, policies and developments for and on behalf of BMO Financial Group. Provides legal advice based on knowledge of legal principles, practices and procedures, and knowledge of the financial services industry and its environment. Influences and negotiates to achieve business objectives. Works to achieve organizational goals while minimizing legal risk. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. May participate in the design of legal advice strategies & approaches for the unit activity and making recommendations to minimize legal issues. Acts as the prime subject matter expert for internal/external stakeholders. Exercises judgement on complex, confidential and sensitive matters Identifies and resolves moderately complex issues. Determines root causes and negotiates resolutions. Delivers legal advice, instructs external counsel and ensures compliance with internal policies & procedures for a single or small number of function(s). Acts as a subject matter expert on relevant laws, regulations and policies. Resolves daily issues and/or escalates with appropriate analysis and/or recommendations. Identifies risks and implements appropriate actions to mitigate them. Implements areas of improvement to ensure consistency with market place. Builds effective relationships with internal/ external stakeholders. Geographic scope: up to global. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7 years of legal practice or an equivalent combination of education and experience. Degree in law (LLB or JD) and license to practice law in relevant jurisdiction. Private practice, in-house experience or experience at regulatory body relating to the regulation of business/group activities may be required. Knowledge in legal field, typically with a functional or business line specialization. Knowledge of business and regulatory environment in which BMO Financial Group operates. Advanced knowledge of subject matter legal requirements and the operations of a single client group. Negotiation skills - in depth. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Compensation and Benefits: $109,200.00 - $202,800.00 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.
Client Service Assistant
BMO Financial Group, Vernon, BC
Application Deadline: 05/25/2024 Address: 2806 32nd Street Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Books meetings with new prospects and prepares introductory package for the prospect/referral. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA. Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon clients request. Resolves client complaints in a timely and effective manner; escalates as required. Accepts and executes client initiated trades over the phone or in person and provides stock information as requested. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios. Administers and processes documentation related to client files and regulatory requirements. Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date. Ensures transactions and tasks are appropriately assigned to team members and completed. Mentors and coaches new or junior members to the team and branch. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. Advanced knowledge of investment process and procedures. Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual. Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s). Knowledge of compliance practices and regulations. Knowledge of Insurance and group products is an asset Knowledge of Trust and Estate services is an asset Knowledge of Financial/Retirement planning. Knowledge of trade processing rules. Successful completion of the Canadian Securities Course & Conduct and Practices Handbook. Current registration as Investment Representative (IR). 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $33,400.00 - $61,700.00 Pay Type: Salaried & Commission 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.
Relationship Manager in Training
BMO Financial Group, Leduc, AB
Application Deadline: 05/02/2024 Address: 4706 - 50th Avenue Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. 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: 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. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through 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. Data driven decision making - In-depth. Compensation and Benefits: $54,500.00 - $101,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Relationship Manager in Training
BMO Financial Group, Vegreville, AB
Application Deadline: 05/05/2024 Address: 5102 - 50th Street Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. 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: 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. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through 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. Data driven decision making - In-depth. Compensation and Benefits: $51,800.00 - $96,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Relationship Manager in Training
BMO, Vegreville, AB
Application Deadline: 05/05/2024Address:5102 - 50th StreetProvides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.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: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.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through 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.Data driven decision making - In-depth.Grade:6Job 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.
Relationship Manager in Training
BMO, Leduc, AB
Application Deadline: 05/02/2024Address:4706 - 50th AvenueProvides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.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: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.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through 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.Data driven decision making - In-depth.Grade:6Job 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.
Administration Assistant - BMO Nesbitt Burns
BMO Financial Group, Montreal, QC
Application Deadline: 04/26/2024 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Bilingualism French and English Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30-day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in Montreal is $ 38,000.00. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $32 700,00 - $48 600,00 Pay Type: Salaried & Commission 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.
Security Guard - Part Time - Commercial Property - Eglinton Ave E & Don Mills Road
Paladin Security, York, ON
Overview Paladin Security: Making the World a Safer and Friendlier Place! Do you have superior customer service skills and a passion for helping people? Are you able to think quickly on your feet and defuse difficult situations? Your track record of handling a great deal of responsibility combined with your varied life experience and enthusiasm for a job well done make you an ideal candidate for our team! The Paladin Difference starts with our officers; we're the best because we hire the best. We believe in promoting from within, respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet you! Job Skills / RequirementsPosition: Security GuardSite: Commercial Property - Major Intersection - Eglinton Ave East & Don Mills Road, North York City: North York, Ontario Status: Part Time NightsHours: Friday 2300-0900 and Saturday 2100-0900 Pay Rate: $20.60/ Hr Mandatory 4 day virtual and in-class training at our Etobicoke office Job Description: Working assigned shifts, you will be responsible for completing investigations and incident reports. You will be expected to perform constant patrols and interact with tenants and members of the public to provide direction and promote good customer service while providing a security presence. Respond to all emergencies and take the lead role in all incidents involving violent individuals. You will be required to conduct arrests, enforce mall rules, and remove undesirables from the property.Duties & Responsibilities:•Maintain compliance with and enforce property standards, rules, and regulations in a reasonable manner•Able to use tact and diplomacy in dealings across a range of settings and situations•Respond to medical emergencies and provide first aid, CPR, or AED support until medical professionals arrive•Ability to maintain and enforce access control procedures•Solid understanding of emergency and standard operating procedures•Deal with trespassers and unauthorized persons found on the property, in a fair and safe manner, by enforcing the Trespass to Property Act•Assist with Fire & Life Safety inspections•Maintain a detailed memo book and prepare incident reports on all matters dealt with using the standard report-writing program•Conduct periodic patrols of the property either by foot or by vehicle. •Investigate incidents and occurrences•Draft detailed incident and occurrence reports•Maintain the peace, safety, and security of all patrons, clients on the property •Monitor CCTV surveillance systems •De-escalate emergency/crisis situations•Assist emergency and law enforcement personnel •Access control, line management, customer service•Assist with daily operations as needed/required or directed. •Other duties as outlined by management Qualifications: •Must be willing and able to stand, walk, patrol by foot and vehicle for extended periods (8-12 hours) •Must demonstrated a high degree of professionalism•Must have at least 2 years of security or relevant experience•Must be willing and able to provide a recent and valid vulnerable sector check, criminal background check.•Must have strong verbal and written communication skills •Must have a strong command and fluency in the English language both written and verbal •Must be able to work in a fast-paced dynamic environment both indoors and outdoors as required. •Must be able to handle stress and pressure and make a sound decision under duress•Must be conformable working in a busy highly populated area •Must demonstrate high attention to detail / observational awareness•Must demonstrate strong interpersonal skills and emotional intelligence and the ability to work productively and efficiently in a teamPrerequisites: • Must have a valid First Aid & CRP Level C - WSIB approved • Must have a Valid Ontario Security Guard License • Fully Vaccinated against COVID-19 - 2 doses min Certification Requirements (All) Minimum 6 months security experience Management of Aggressive Behaviour (MOAB) Vulnerable Sector Check COVID Double Vaccinated Standard First Aid, CPR Level C Valid Ontario Security License Use of ForceAdditional Information / BenefitsPaladin Security has a diverse workforce. We believe in and are committed to a workplace culture of respect, inclusion, and diversity. Paladin Security is committed to providing accommodations for people with disabilities through the interview process and while employed. If you require an accommodation during the interview process, please let us know and we will work with you to meet your needs. Benefits: Medical Insurance, Life Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Paid Sick DaysThis job reports to the Client Services Manager This is a As Needed position Weekends, Friday 2300-0900 and Saturday 2100-0900. Number of Openings for this position: 1
Relationship Manager in Training
BMO, Red Deer, AB
Application Deadline: 04/28/2024Address:6130 67th Street, Suite 300Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.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: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.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through 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.Data driven decision making - In-depth.Grade:6Job 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.
Relationship Manager in Training
BMO, Medicine Hat, AB
Application Deadline: 04/28/2024Address:3214 Dunmore Road SEProvides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.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: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.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through 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.Data driven decision making - In-depth.Grade:6Job 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.
Relationship Manager in Training
BMO, Calgary, AB
Application Deadline: 04/15/2024Address: 595 8th Ave SW West TowerJob Family Group:Commercial Sales & ServiceProvides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Answers inquiries and provides accurate information about business banking products and services.Responds to information requests and follows established protocols.Resolves or escalates issues.Develops and maintains long-term, profitable relationships and expands organization's wallet share within the assigned portfolio.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.Understands customer needs and offers financial solutions that meet customer goals.Understands the local market and proactively develops relationships with centres of influence.Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.Recommends and implements solutions based on analysis of issues and implications for the business.Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides input into the planning and implementation of operational programs.Provides advice and guidance to assigned business/group on implementation of solutions.Ensures alignment between stakeholders.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.Executes work to deliver timely, accurate, and efficient service.Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.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: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.Successful completion of CMS Compass Program or equivalent knowledge and experience - required.Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.Strong experience with customer sales and service.Technical proficiency gained through 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.Data driven decision making - In-depth.Compensation and Benefits:$54,500.00 - $101,500.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Relationship Manager in Training
BMO Financial Group, Red Deer, AB
Application Deadline: 05/19/2024 Address: 6130 67th Street, Suite 300 Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. 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: 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. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through 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. Data driven decision making - In-depth. Compensation and Benefits: $51,800.00 - $96,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Relationship Manager in Training
BMO Financial Group, Medicine Hat, AB
Application Deadline: 05/19/2024 Address: 3214 Dunmore Road SE Job Family Group: Commercial Sales & Service Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Answers inquiries and provides accurate information about business banking products and services. Responds to information requests and follows established protocols. Resolves or escalates issues. Develops and maintains long-term, profitable relationships and expands organizations wallet share within the assigned portfolio. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. Follows security and safeguarding procedures and applies due diligence in accordance with Banks policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. 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: 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. Successful completion of CMS Compass Program or equivalent knowledge and experience required. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through 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. Data driven decision making - In-depth. Compensation and Benefits: $51,800.00 - $96,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Client Service Assistant
BMO Financial Group, Sudbury, ON
Application Deadline: 05/03/2024 Address: 79 Durham Street South Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Maintains and organizes client database and client files. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: Post-secondary degree in related field of study desirable. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Please note the base salary for this specific position in Sudbury is $36,500 and based on candidate experience. Compensation and Benefits: $31,600.00 - $40,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.