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Overview of salaries statistics in the category "Accounting & Finance in "

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Overview of salaries statistics in the category "Accounting & Finance in "

4 000 $ Average monthly salary

Average salary in branch "Accounting & Finance" in the last 12 months in

Currency: CAD USD Year: 2024
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Copy & Print Centre Representative CAN
Staples Canada, Markham, ON
Who we are As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. At solutionshop, we partner with customers to help them find the right solutions to be successful, such as services like Design, Print, Tech Support, Digital Marketing, as well as Shipping.We are looking for people who are curious, approachable and passionate, and who enjoy finding solutions. If that's you, let's work, learn and grow together. We are building an inclusive and diverse team Staples Canada is creating an inclusive and diverse work environment. We welcome, value and thrive on perspectives and contributions from backgrounds that vary by race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion or physical ability. If you have a disability or special need that requires accommodation, please let us know. Some of what you will do As the Copy & Print Centre Representative supporting solutionshop, you consult and provide recommendations on solutions for your customer partners by utilizing all the business development service options that will help them achieve their working and learning goals. You filter sales and production through appropriate channels, and understand the unique needs of our consumer and business customers. You use your knowledge of products and solutions to find ways to inspire our customers, building loyalty and trust; and adding value in ways that are meaningful to them. You help customers to work, learn, and grow. Specifically, you will: •Contribute to the sales and margin goals in the services area of the store, including print, digital marketing, shipping and tech services. •Own the appearance and standards of the solutions shop, and partner with the solutions shop team to maintain supplies. •Review the online dash board and filter the processing of customer orders in an efficient, accurate manner. •Pay close attention to detail and instructions, and manage projects while following proper production procedures (set-up, quality control, and finishing). •Connect, Share, and Partner with customers to discover sales opportunities. •Create a best-in-class customer experience especially when managing customer queues. •Operational excellence and customer experience are important aspects of your role. You will operate cash registers, follow all loss prevention measures and ensure the cleanliness and store standards of your assigned departments. •Ensure that a clean and safe environment is always top-of-mind, keeping the safety of yourself, fellow associates, and our customers as a key priority. Some of what you need •1-2 Years of Retail customer service. •Prior experience in a retail/commercial printing environment is preferred. •Working towards or successful completion of high school is preferred. •Proven track record of achieving customer service excellence and sales results •Technology savvy •Curious •Approachable •Passionate •Solutions finder Some of what you will get •Associate discount •Flex Benefits •RRSP/DPSP •Learning & Development programs •And more... Additional Information •A moderate amount of physical effort and operation of equipment / machinery is required to execute our merchandising standards and to maximize our customer experience. •There will be exposure to moderately levels of noise generated by the print equipment. •You will be required to stand in a stationary position for periods of time. This would occur while working on various orders. •We'll also ask you to work a variety of shifts including evenings and weekends. Staples is an equal opportunity employer committed to diversity and inclusion and we encourage applications from all qualified candidates, including those with disabilities. We will accommodate applicants' needs, upon request, throughout all stages of the recruitment process. Please inform us of the accommodation(s) that you may require. Information received relating to accommodation will be addressed confidentially.
Future Opportunity English & Cantonese/Mandarin Contact Center Rep
TD, Markham, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview Supporting and helping is at the heart of everything we do at our contact centres, and we're proud of the value that we can deliver 24-hours a day, 7-days a week for more than 27 million TD customers. Alongside caring colleagues and supportive leaders, you'll have opportunities to grow and make a meaningful difference to our customers, our communities and our business. Job Details What You'll DoAs the voice of TD, you'll be passionate about understanding our customers. Whether you're assisting in-bound customers with account inquiries or resolving an issue by recommending a TD product or service, you'll help us offer personalized support to our customers whenever they need it. You'll consistently deliver legendary customer service by making it easy, creating value, and delivering trusted advice to our customers. As a valued member of our Contact Centre Team, you will: •Make people's day: strive to deliver an exceptional customer service experience by offering friendly support through your knowledge of TD products, services and solutions. •Solve problems efficiently: resolve customer inquiries at the first point of contact by asking questions and responding with empathy to their concerns. •Achieve your goals: consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets. •Never stop learning: actively participate in ongoing training and coaching support to help you continue to grow and develop in your role. Job Requirements What You Need to SucceedWe're proud to work with a group of diverse colleagues. If you have relevant experience that isn't mentioned below, tell us about it in your resume or cover letter. •High School Diploma or equivalent •Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns. (Preference given to those with experience in financial or service industries.) •Ability to multitask and navigate through computer systems, applications, and multiple screens with speed and accuracy while balancing performance to meet a variety of metrics. •Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, headsets, etc.). •Flexibility, resiliency, and a positive attitude when responding to challenging situations. •Ability to work both independently and as part of a team. •Integrity when managing sensitive customer information in alignment with Regulatory and Compliance guidelines related to servicing and sales practices. •Fluent in English & Cantonese/Mandarin Additional Information We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague DevelopmentIf you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & OnboardingWe will provide in-person training and onboarding sessions to ensure you've got everything you need to succeed in your new role. Interview ProcessWe'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Insurance Advisor - TDI GI
TD, Markham, ON
Hours 35 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview "Welcome to TD, how can I help?" Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than 25 million clients. TD Insurance colleagues are part of the greater TD family with a focus on helping protect our clients through the "accidents of life". Whether it be credit protection, life, health, travel, or auto insurance, we are here to help over three million Insurance clients across the country. Every day is an opportunity to learn, grow, and help our clients feel confident that we'll be there for them anytime they need us... Whether it's to proactively protect, or support during an unexpected moment in life - we are there for them!Job Details As a TD Insurance Advisor, you will provide solutions and counsel to new and existing TD Insurance clients. You will be goal oriented and strive to deliver business results. You will bring a passion for helping clients meet their needs with the right home and auto insurance coverage, all while always remaining purpose driven and devoted to delivering consistent, predictable and Legendary Experiences, every time. You are the voice of TD and your role is to: Think Like a Customer by asking questions and actively listening so you can effectively offer product solutions to our clients on every call, delivering legendary experiences and trusted advice. Act Like an Owner by contributing to an engaged culture that is committed to delivering business results and contributing to our communities. Execute with Speed and Impact by coming into work at your scheduled time, identifying and meeting your clients' needs, and protecting the Bank from risk. Innovate with Purpose by finding ways to simplify the way we work; solving problems effectively the first time. Develop Yourself and Colleagues by embracing diversity and respecting your colleagues; sharing best practices and supporting one another to achieve personal career goals with TD.As part of our Contact Center team, you will: Feel confident about yourself and your future by joining a team of skilled Agents that are committed to supporting your journey. We will invest in your career, setting you up for success with Insurance Licensing preparation, product and service training and dedicated coaching to ensure you are supported every step of the way. Thrive in an environment where diversity and inclusion are part of our core values; where you can bring your whole self to work and feel included and respected. Build your skills and gain new perspectives to succeed today and tomorrow in a rapidly changing world, with ongoing development and career path opportunities across TD to help you achieve your goals and build an exciting career. Have endless opportunities to take your career to new heights within the TD Family. When you join TD Insurance, it is only the beginning of your financial industry career. Enjoy a competitive salary, pay for performance incentives, reward & recognition programs, that show you how much we appreciate your commitment and contributions to our success. Receive a comprehensive benefits package that goes beyond just your health to help you achieve financial, mental, and physical well-being, which includes: • Competitive healthcare benefits that allow you to choose the coverage right for you• Employee Family Assistance Program to help you in unexpected moments in life• Employee Banking Benefits on mortgage financing, personal loans, credit cards, as well as preferred group rates on home and auto insurance• A variety of discounted events, attractions, hotels, technology, wellness, home services, apparel and much more, offered through our partners.• Discounted gym memberships• Staying connected with discounted wireless plans through Rogers, TELUS, and Bell• Saving on vehicles, childcare and even leisure travel with TD negotiated employee pricing and incentivesJob Requirements • Undergraduate Degree and/or • 2+ years relevant experience and/or • Home Province Insurance Licensing Completion an assetAdditional Information Work from Home Eligibility & Requirements You will begin your employment with us working from home, if you meet the criteria of the work from home program. The criteria for participation in this program includes, but is not limited to, a private quiet workspace and high-speed internet bandwidth. As the world recovers from the pandemic and we begin to return to office, these requirements may be subject to change based on the terms of the work from home program. Be confident you'll become the very best you can because we are committed to your ongoing development and growth. You can unlock your full potential and achieve your career goals while building your skills and gaining new perspectives. Your Commitment to training will include: • 2 Weeks of Licensing Preparation (4 weeks for Quebec) • Home Province Exam Licensing Pass (+5 Days Quebec Law) • 3 Month Inclusive Service Training & Practicum Program • Training is scheduled at 35 hours per week with full time attendance required. Scheduling Commitment to be determined upon successful licensing and completion of service training with proven proficiency in core capabilities. Are you ready to choose TD and be part of an exceptional team of individuals who are committed to making a difference in people's lives, at work, and in the communities, we live in? We want you! Click here to apply...Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in CommunitiesTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Senior Manager, Life and Health Underwriting
TD, Markham, ON
Hours 37.5 Workplace Model Hybrid Pay Details We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.Department Overview The teamr eviews and underwrites Life and Health insurance applications. Contributes and supports underwriting objectives providing rationale for sound underwriting decisions and remains objective to opportunities to support concession requests provided within TDBG risk appetite. May be involved in direct engagement of clients where applicable. Job Details Job Description: -Expert knowledge of underwriting function; sound understanding of Company's various business operations. -Solid awareness of current affairs and issues both corporate and external General knowledge of referral areas -Excellent organizational, communication and interpersonal skills Excellent analytical skills; ability to define, research and solve problems -Ability to create, maintain and manage the on going relationships between the team and its customers, ensuring all team members are familiar with the customers and the way they conduct business -Ability to prioritize and work effectively under deadlines balancing published service times with an appropriate customer focus -Ability to comprehend, retain and apply current technical information to daily work issues Strong knowledge of insurance contract law and state legislative requirements -Expert knowledge of company plans, riders, benefits and illustrations (and how they are marketed) -Expert knowledge of reinsurance marketplace (including underwriting strengths and weaknesses) to work proactively with the field where reinsurance is an opportunity -Thorough understanding of automatic reinsurance agreements -Expert knowledge of medical science, technology and their impact on mortality -Expert knowledge of financial and other non-medical underwriting factors Strong knowledge of product pricing Job Requirements Job Requirements : -Manage all aspects of underwriting process -Select and classify risk according to company philosophy and standards -Develop initiatives for revision and update of underwriting policies and practices -Participate in and provide a leadership resource for projects -Work with a variety of stakeholders to review, improve and enhance automated underwriting and straight through processing capabilities -Provide an information resource for underwriters at all levels -Create a robust talent plan and, ultimately, pipeline to enhance underwriting talent on the team -Foster environment where continuous learning and improvement is encouraged and valued -Provide feedback on team member's performance and develop training, performance and career development plans -Set goals and measurement criteria for attainment of goals Manage acquisition of reinsurance coverage for large cases Manage retention -Help maintain profitable mortality experience -Analyze and interpret medical, non - medical and financial information Make decisions within approval limits -Determine appropriate requirements Comply with departmental procedures -Identify and provide solutions to work related problems and issues -Communicate and collaborate with the field and head office colleagues to provide the highest quality and service levels to customers and serve as the Team's primary contact with the Regional Directors and clients -Manage mortality on preferred block of business, through flex guidelines to ensure pricing and mortality expectations are met -Enforce the company's underwriting philosophy and guidelines and ensure that the company mortality expectations are met through quality of the Team's underwriting decisions -Maintain positive and effective relationships with internal and external partners -Serve as Team's liaison with other departmental units - i.e. - Pricing/ Actuarial/ Directors/ Medical Committee Experience & Education: -Post-secondary education or equivalent work experience -Minimum 15 years underwriting experience, AALU, FALU preferred -LOMA Customer Service preferred Additional Information CUSTOMER SUPPORTING: • Review applications / submissions for aspects including client reports and results to understand and identify related risks • Make underwriting decisions based on filed guidelines and within TD's risk appetite • Actively monitor results for trending patterns and / or issues • Make decisions that are consistent and fair, considering client needs while following our underwriting philosophy • Prepare errors and omissions, ex-gratia payments, void coverage request and sends for approval when required by authority • Meet all service level agreements for both underwriting and renewals activities • May attend court regularly as a TDI representative for litigation matters • Record and provide feedback on all declines and decline rule exceptions • Meet and exceed quality review targets • Provide technical underwriting support to various departments (CSC, Claims, SIU, Risk, Governance & Control, Quality, L&D) • Make customer contact in accordance with procedural mandates and underwriting needs • Appropriately handle customer escalations complaint process and resolution • Proactively identifies opportunities to create benefits for the customer by reviewing and implementing improvements to efficiency and operations • At more senior levels, may be required to work closely with product team, supporting various initiatives including product roll out and onboarding, including evaluating and making decisions/ recommendations Company Overview Our ValuesAt TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Making Your Well-being a PriorityA supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards PackageOur Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. How We WorkAt TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care. Who We AreTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you!
Insurance Advisor (hybrid)
Equest, Markham, ON
Insurance Advisor (hybrid)Markham, ON, 600 Alden Rd Suite #306, Markham, Ontario, Canada Req #2782Thursday, March 28, 2024We're searching for an Insurance Advisor (hybrid) . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Markham, ON office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience. This is a great opportunity for an experienced PL insurance advisor to work on an established book of business. Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibilities for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You'll also manage more complex insurance case s and help team members reach their potential.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion Self-starter mentality with a proactive approach to tasks and responsibilities Experience with Power Broker is essential At least 3 years of industry experience An active RIBO license Once here, you'll: Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles Practice excellent customer service and prioritize client relationship management by actively listening to queries and concerns Collaborate with a supportive team to reach organizational goals Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Markham, ON, 600 Alden Rd Suite #306, Markham, Ontario, Canada
General Accountant
Magna International, Markham, ON
Job Number: 65728 Group: Magna Powertrain Division: Pullmatic Job Type: Permanent/Regular Location: MARKHAM Work Style: About us We see a future where everyone can live and move without limitations. That’s why we are developing technologies, systems and concepts that make vehicles safer and cleaner, while serving our communities, the planet and, above all, people. Forward. For all. Group Summary Transforming mobility. Making automotive technology that is smarter, cleaner, safer and lighter. That’s what we’re passionate about at Magna Powertrain, and we do it by creating world-class powertrain systems. We are a premier supplier for the global automotive industry with full capabilities in design, development, testing and manufacturing of complex powertrain systems. Our name stands for quality, environmental consciousness, and safety. Innovation is what drives us and we drive innovation. Dream big and create the future of mobility at Magna Powertrain. About the Role Coordinate and supervise accounting activities and procedures to ensure adequate control recording reporting and analysis of the companys business transactions operating results assets and liabilities prepare and reconcile general ledger schedules and accounts conducts financial activities and reporting as required. Your Responsibilities Responsible for month end reporting including journal entry account reconciliation including intercompany balances and preliminary monthly financial statement and loading financial results to Onestream Prepare monthly actual vs budget spending reports to department managers Responsible for Payroll Journal Entries and accruals Responsible for the maintenance of the general ledger chart of accounts and mapping to the corporate system Onestream Assist in annual budget preparation subsequent reforecasts and quarterly annual corporate schedule preparation Create internal orders in SAP for budget control Review all purchase requisitions accounts and verify internal orders Responsible for Product costingBOM Responsible for Production MRO inventory activity analysis Responsible for Customer Tooling Prototype Inventory analysis Responsible for updating capital spendings in Magnas capital system Responsible for Campfire reconciliation Responsible for the completion of the Review continuous improvement projects Who we are looking for Bachelors degree in accounting minimum 3 years experience in automotive manufacturing industry Working towards or completion of an accounting designation CPA Minimum 3 years supervisor experience Solid understanding of standard costing issues in an ERP environment Strong knowledge of internal control IATF and ISO14001 systems experience is an asset Computer literate SAP Onestream Microsoft Office word outlook advanced excel skill and Powerpoint Your preferred qualifications Accommodations for disabilities in relation to the job selection process are available upon request. Candidates will be required to complete a Criminal Records Check and, if deemed necessary, a Credit Check as part of the candidate selection process. What we offer At Magna, you can expect an engaging and dynamic environment where you can help to develop industry-leading automotive technologies. We invest in our employees, providing them with the support and resources they need to succeed. As a member of our global team, you can expect exciting, varied responsibilities as well as a wide range of development prospects. Because we believe that your career path should be as unique as you are. Site Benefits Benefits package Paid time off Magna Base Contribution RRSP with company match Awareness. Unity. Empowerment. At Magna, we believe that a diverse workforce is critical to our success. That’s why we are proud to be an equal opportunity employer. We hire on the basis of experience and qualifications, and in consideration of job requirements, regardless of, in particular, color, ancestry, religion, gender, origin, sexual orientation, age, citizenship, marital status, disability or gender identity. Magna takes the privacy of your personal information seriously. We discourage you from sending applications via email to comply with GDPR requirements and your local Data Privacy Law.
Insurance Advisor (hybrid)
Equest, Markham, ON
Insurance Advisor (hybrid)Markham, ON, 600 Alden Rd Suite #306, Markham, Ontario, Canada Req #2782Friday, April 5, 2024We're searching for an Insurance Advisor (hybrid) . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Markham, ON office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience. This is a great opportunity for an experienced PL insurance advisor to work on an established book of business. Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibilities for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You'll also manage more complex insurance case s and help team members reach their potential.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion Self-starter mentality with a proactive approach to tasks and responsibilities Experience with Power Broker is essential At least 3 years of industry experience An active RIBO license Once here, you'll: Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles Practice excellent customer service and prioritize client relationship management by actively listening to queries and concerns Collaborate with a supportive team to reach organizational goals Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Markham, ON, 600 Alden Rd Suite #306, Markham, Ontario, Canada
Financial Planner, Investment and Retirement Planning
RBC, Markham, ON
Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.What will you do?- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions- Acquire and consolidate existing and new-to-RBC clients and assets- Connect clients with the right RBC team members to help continuously meet their needs- Develop external business referral sources through networking, marketing, and your centers of influenceWhat do you need to succeed?Must-have- Financial Planning Designation (PFP or CFP)- Mutual Funds License (IFIC or CSC)- Minimum 2 years experience in financial planning- Proven networking and client acquisition skills- Ability to cultivate strong partner relationshipsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Full-time RBC employee status with unlimited earning potential and full benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance options*Please note this is for future opportunities for Markham West Region*Job SkillsAdaptability, Business Development, Client Centricity, CuriosityAdditional Job DetailsAddress:7481 WOODBINE AVE:MARKHAMCity:MARKHAMCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:CommissionPosted Date:2024-04-09Application Deadline:2024-05-10Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Personal Banker
BMO, Markham, ON
Application Deadline: 05/09/2024Address:900 - 5221 Hwy 7 EDelivers 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.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
IT Business Consultant – Digital Government
CGI Group, Markham, ON
Position Description: Do you want to help shape the digital future of federal, provincial and municipal governments? Then you are exactly right with us!At CGI, we work in mixed teams of experienced employees and young professionals in agile project teams to develop solutions for the digital transformation of Canada.We always have the same goal in all of our projects: We want to make life easier for citizens and public servants. Do you want that too? Then we look forward to receiving your application as an IT Business Consultant. Your future duties and responsibilities: • Collaboration on digitalization for our public administration customers in exciting and varied projects• Planning, coordination, organization and communication of project work• Support in requirements and needs analysis within the departments•Final evaluation of the project and creation of project documentation Required qualifications to be successful in this role: • 5 years of Business Consulting experience• Completed studies in (business) information technology, economics or administrative sciences or similar or comparable training• Several years of project and consulting experience in public administration at the federal, provincial or municipal level or in other sectors on the service provider side• Strong communication and presentation skills in a complex stakeholder environment• Very good English, both spoken and written#LI-KM1 Skills: Business Continuity PlanningTelecommunicationsRequirement Management What you can expect from us: Together, as owners, let’s turn meaningful insights into action.Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because… You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team-one of the largest IT and business consulting services firms in the world.
Financial Planner
BMO Financial Group, Markham, ON
Application Deadline: 06/15/2024 Address: 1661 Denison Street Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities. Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals). Engages customers to grow BMOs business by reaching out, generating appointments, and building new relationships within the community. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Supports the achievement of sales and performance targets. Develops and implements a relationship management plan to meet the needs of client. Responds to customer investment requests to fulfill investment product needs aligned with the customers goals and refers the customer to partners where appropriate. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Executes work to deliver timely, accurate, and efficient service. Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools. Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered. Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations. May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives. Builds effective relationships with internal/external stakeholders. Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. CFP designation preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II). Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec. Advanced working knowledge of financial industry. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Compensation and Benefits: $44,500.00 - $82,500.00 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.
Financial Planner
BMO, Markham, ON
Application Deadline: 06/15/2024Address:1661 Denison StreetProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).Supports the achievement of sales and performance targets.Develops and implements a relationship management plan to meet the needs of client.Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Executes work to deliver timely, accurate, and efficient service.Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.Builds effective relationships with internal/external stakeholders.Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II (FP I & II).Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.Advanced working knowledge of financial industry.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Grade:5Job 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.
Industrial Technology Advisor - Various Industrial Expertise / Conseiller ou conseillère en technologie industrielle - Expertise dans divers secteurs industriels
National Research Council Canada, Markham, Ontario
Help bring research to life and drive your career forward with the National Research Council of Canada (NRC), Canada's largest research and technology organization.We are looking for a senior-career Industrial Technology Advisor (ITA) to support the NRC Industrial Research Assistance Program (NRC IRAP). The ITA would be someone who shares our core values of Integrity, Excellence, Respect and Creativity.Regarded worldwide as one of the best programs of its kind, IRAP is Canada's premier innovation assistance program for small and medium-sized enterprises (SMEs).We are looking for a seasoned industry professional who is absolutely enthusiastic about helping innovative Canadian companies grow and prosper. We need people who see the potential in a business and are driven to nurture it to the next level. We are increasing our staff across the country and our clients need engaged professionals to provide innovative advisory services to help them grow. We are focused on results and we aren't afraid of risk all in an effort to add positive impact to the Canadian economy. ---Contribuez a la realisation de travaux de recherche strategiques et poursuivez une carriere prometteuse au Conseil national de recherches du Canada (CNRC), la plus grande organisation de recherche et de technologie au Canada.Nous souhaitons embaucher une personne de carriere bien etablie pour un poste de conseiller en technologie industrielle (CTI) en vue de soutenir la prestation du Programme d'aide a la recherche industrielle (PARI). La personne choisie doit partager nos valeurs fondamentales relatives a l'integrite, a l'excellence, au respect et a la creativite.Considere dans le monde entier comme l'un des meilleurs programmes du genre, le PARI CNRC est le principal programme d'aide a l'innovation pour les petites et moyennes entreprises (PME) du Canada.Nous sommes a la recherche d'une personne de l'industrie chevronnee qui est absolument enthousiaste a l'idee d'aider les entreprises canadiennes innovantes a croitre et a prosperer. Nous avons besoin de personnes qui voient le potentiel d'une entreprise et qui sont motivees a l'aider a franchir une etape superieure. Nous embauchons du personnel partout au pays et nos clients ont besoin de professionnels engages pour leur fournir des services de conseil innovants afin de faciliter leur croissance. Nous sommes axes sur les resultats et nous ne craignons pas le risque, tout cela dans le but d'avoir un impact positif sur l'economie canadienne.
Mortgage Specialist
BMO, Markham, ON
Application Deadline: 04/29/2024Address: 710 Markland StreetJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.Actively searches for sales opportunities to achieve individual sales and profitability goals.Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals from existing relationships.Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Organizes customer appreciation events, seminars, and conference calls.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers to finalize mortgage documentation.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.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.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.Participates in projects and other activities designed to improve the customer experience.Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.Completes all necessary transactional documentation in compliance with security measures.Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Compensation and Benefits: 100% commission roleCompensation and Benefits:Pay Type: CommissionThe 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.
Community Associate
Equest, Markham, ON
Community Associate ON, Markham The world of work is changing...short commutes, flexibility, and convenience are the minimum standards employees want when it comes to how they want to work! At IWG, we are leading the way. We've built the world's largest workspace network so that our customers can work from wherever, and however, they want... in over 120 countries across the globe! Join us and help us bring more freedom to people and businesses, while expanding our network. You'll be able to enjoy a great work life balance and competitive benefits, while growing your career path along the way. The opportunity As a Community Associate, you'll work closely with new and existing customers across a myriad of industries, working to create and maintain your own community within your centre, where you will help take care of all the administrative and support needs for your customers...so that your customers can focus on running their business. A typical day at IWG You arrive a few minutes before your centre opens to make sure everything is ready and check there's nothing the cleaners have missed. Customers arrive all throughout the morning. One asks you for a changed Wi-Fi code. Another wants to know if his important package has arrived. A woman needs directions to her meeting room... and can you help her set up the projector and show her where to find a great cup of coffee. You're off to help her get set-up, as soon as you connect the incoming call to another customer. You may sure that all of the services are properly charged, so that invoices are accurate. It's time for a quick coffee break, relax and enjoy a few minutes to yourself. The mail arrives. You sort through it while dealing with a whole host of other customer requests, remembering to email the customer from earlier to let him know his package is waiting for him in his mailbox. And that's lunch. A new wave of customers arrive throughout the afternoon. You help a customer with printing and another with their invoice. A customer in a team room say it's too hot in their office, no problem you are on it and open a ticket in our service portal. You've earned yourself another quick coffee break, relax and enjoy a few minutes to yourself. Early afternoon, you sit down with the Community Manager to discuss the organization of next week's networking event in your centre. You plan and write the e-invites to customers, then create, print and put-up posters on the noticeboards around the centre. To your excitement, the Community Manager is coming around the corner with a prospect (someone interested in joining the IWG community), you share a few details about what makes this space so amazing for your customers and encourage them to join the network soon so they can participate in next week's networking event - then you head back to finish putting up your posters. The day is coming to a close. Time to gently ask the large group in meeting room 3 to start wrapping up. You direct them to the nice restaurant you know around the corner, so they can grab a bite and continue their discussion. You ensure everything's nice and tidy, it's time to head home. About you We're looking for someone who knows how to manage multiple tasks while providing customers with the best possible service. You also need to be: A good communicator, with the ability to build strong professional relationships and empathize with people's needs (Ideally 1+ years of customer service experience) Happy taking ownership of problems and finding ways to solve them Positive, enthusiastic, and able to adapt to fast-changing situations Experience and confidence using MS Office and other basic IT equipment Legally eligible to work in the Country you are applying within and at least 18 years old What we offer On top of a competitive total compensation package, you'll enjoy: Work life balance (no standard nights/weekends) Generous paid time off plans (sick and vacation) 12 Paid Company Holidays per calendar year (in addition to your PTO accrual) Competitive RRSP Program, with a Company match Company paid comprehensive health/dental care for all full-time team members and your eligible dependents including domestic partners A quarterly bonus plan program, plus an hourly rate of $20.00 A bright and inspiring work environment Training and development opportunities aligned with great career path opportunities A professional workplace community (business casual attire required) Regus/Spaces is committed to treating all people in a way that allows them to maintain their dignity and independence. We believe in integration and equal opportunity. Regus/Spaces has implemented policies with respect to accommodating employees with disabilities. These policies are available to all employees by contacting Canadian Human Resources Department at +1 (416) 649 5850 or at [email protected] if you require accommodation at any time during your employment with Regus/Spaces.
Insurance Advisor (hybrid)
Equest, Markham, ON
Insurance Advisor (hybrid)Markham, ON, 600 Alden Rd Suite #306, Markham, Ontario, Canada Req #2782Thursday, April 18, 2024We're searching for an Insurance Advisor (hybrid) . Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Markham, ON office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience. This is a great opportunity for an experienced PL insurance advisor to work on an established book of business. Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibilities for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You'll also manage more complex insurance case s and help team members reach their potential.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion Self-starter mentality with a proactive approach to tasks and responsibilities Experience with Power Broker is essential At least 3 years of industry experience An active RIBO license Once here, you'll: Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles Practice excellent customer service and prioritize client relationship management by actively listening to queries and concerns Collaborate with a supportive team to reach organizational goals Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Markham, ON, 600 Alden Rd Suite #306, Markham, Ontario, Canada
Process Improvement Coordinator
Hydro One Networks inc., Markham, ON
49449 - Markham - Regular - Ongoing Hydro One is proud to be the largest electricity transmission and distribution provider in Ontario, serving nearly 1.4 million customers. We have a long history in the industry with our roots dating back over 110 years to 1906. Since then, we have worked to grow and evolve to meet the changing needs of our customers and communities across Ontario. Today, we’re focused on providing exceptional customer service and ensuring we are building safe communities where we live, work and play. It’s an exciting time to join the team at Hydro One! Position Overview: Hydro One is seeking a dynamic and detail-oriented individual to join our team as a Process Improvement Coordinator. This role will be responsible for overseeing the administration of our Project Portfolio Management (PPM) tool, as well as analyzing and generating reports to support decision-making processes. Additionally, this position will involve the administration of contingent workers through the Fieldglass platform. Manage the configuration, maintenance, and user support for Hydro One's PPM tool, ensuring it aligns with the organization's project management processes. Collaborate with stakeholders to gather requirements for customizations and enhancements to the PPM tool. Conduct regular audits to ensure data integrity and compliance with internal policies and standards. Develop and maintain a suite of reports and dashboards to provide insights into project performance, resource utilization, and portfolio health. Experience with data visualization tools such as Microsoft Power BI is a core skill required for this position. Analyze project data to identify trends, risks, and opportunities, and provide recommendations for improvement. Present findings and recommendations to key stakeholders, including senior management, to support strategic decision-making. Serve as the primary point of contact for contingent worker administration within the Fieldglass platform. Coordinate the onboarding and offboarding processes for contingent workers, ensuring compliance with company policies and regulations. Work closely with procurement and HR teams to manage contracts, invoices, and other administrative tasks related to contingent workforce management. Job Function: Develop solutions relative to process improvements and business initiatives to meet the needs of the Company. Direct support groups on coordination of efforts and required timelines to implement solutions. Provide needs analysis, solutions and evaluation services including the planning, preparation and delivery of training relating to processes, tools, etc, to facilitate process improvement and team operations. Manage projects and exercise limited supervision over staff when delivering training or when assigned to assist in special project work. Coordinate the compilation and provision of management, performance and productivity reports. Perform cost/benefit studies of specific process improvement initiatives to evaluate process and training effectiveness including evaluative feedback for facilitators and/or team leaders. Collaborate with others and maintain a facilitator stakeholder and subject matter expert network within/outside the business utility. Act as a consultant to line management, various project teams and training department related to existing and new processes in regards to operational changes and impacts within the Business Unit. Job Description: 1.Develop solutions relative to process improvements and business initiatives to meet the needs of the company with a goal of continuous improvement. Test solutions with user groups. Monitor the measurement of process results by developing, tracking and analyzing appropriate KPIs, as necessary, to evaluate the effectiveness of specific process improvement initiatives. 2. Utilize existing financial and management systems and reports to gather and consolidate information to produce a variety of business information such as historical cost trends, management, performance and productivity reports. Analyze data to ensure consistency with with corporate assumptions and strategies. 3. Coordinating the compilation and provision of LOB work program reports and evaluation of business plans, budgets, forecast and actual program performance data. 4.Direct support groups on coordination of efforts and required timelines to implement solutions. Provide clarification and direction to enable completion of various work efforts. Monitor adherence to required implementation timelines and follow up with support groups, as required. 5.Provide needs analysis, solutions and evaluation services. Ensure that an effective, systematic approach to process related training and development, based on current process methodology, is implemented. Keep abreast of developments in instruction and performance technology and make recommendations on improvements based on cost effectiveness and efficiency. Collaborate with external contacts to create a coordinated continuous quality improvement approach. 6.As assigned, manage projects and exercise limited supervision over staff when delivering training or when assigned to assist in special project work to identify and implement process improvements and business initiatives, including definition of critical path, timelines and identification of key dates. Arrange for internal/external stakeholder reviews and sign off and coordinate any changes required prior to implementation. Oversee and assess the work performed by internal resources and take corrective action, as required. 7.Be responsible for all the necessary arrangements associated with external consulting firms and vendors. Initiate requests for proposals, evaluate proposals, determine costs and other contractual details and work closely with external personnel to achieve optimum utilization of their resources. 8.Assist team leaders in planning and evaluating team or group meetings. Collaborate with team leaders to structure tasks, discussions, analysis and decision-making to ensure effective team operations and member involvement, including the identification of team or organization performance deficiencies. Provide guidance to teams/team leaders in the use of effective, systematic problem-solving and analytical processes appropriate to the improvement being sought. Maintain a diary of approaches used, as well as what was learned for each team using the facilitation service. 9.Facilitate teams in order to develop new process improvement initiatives and/or to improve on existing processes, and provide appropriate interventions to help teams function more effectively. Use a variety of techniques in response to team dynamics. Guide teams in decision-making about what data is needed and the best methods to gather it in order to analyze root causes of problems. Provide explanations of the principles of quality and work process improvement to team members. 10.Plan, prepare and deliver training in the application of various problem-solving processes and analytical tools to internal teams and occasionally to external groups (on a fee-for-service basis). Provide training relative to data collection techniques and show what conclusions may or may not be drawn from the data. 11.Create and maintain an effective partnership with team leaders, internal and external to the Business Unit. Clarify roles and create a written contract to document expectations and requirements. 12.Provide support services and maintain a facilitator network. Provide evaluative feedback to other facilitators and to team leaders, when requested. 13.Develop clear, concise communications and job aids related to new and revised processes being implemented for delivery to staff internal and external to the Business Unit, as required. 14.Act as a consultant to line management, various project teams and training department related to existing and new processes in regards to operational changes and impacts within the Business Unit. Represent the Business Unit in discussions, teams and committees involving other groups on matters related to process improvement and integration. Influence those concerned in order to adopt programs and activities which are better suited to the needs of the Business Unit. 15.Perform other duties as required Selection Criteria Education : Requires a theoretical knowledge in the field of social sciences to be able to understand management objectives, actions and related problems and the relationship of same to people in the workplace. Requires a knowledge of management information and reporting systems, group dynamics to be able to provide an effective service in counseling various business unit personnel relative to process improvement/process management initiatives, principles, techniques and programs. Requires a theoretical knowledge of teaching techniques and process methodology to develop and deliver training. Requires effective verbal and written communication skills to develop and deliver training, communication programs and to provide advice and guidance. This knowledge is considered to be normally acquired either through the successful completion of four year university education in the social sciences, or by having the equivalent level of education. Experience : Requires experience in a staff and/or line function to be familiar with employee relations issues, performance measures, training and development. Requires experience in a leadership role to be familiar with facilitation skills and team building practices and principles. Requires supervisory experience in order to deliver training and manage staff assigned to assist in special project work. Requires experience in project work in order to be familiar with cause analysis, development and implementation of solutions, measuring results, etc. Requires experience related to the delivery of programs including presentation format, program support material/manuals and the latest training and delivery techniques. Requires experience in dealing with consultants to be able to initiate/review proposals and/or manage contracts. Requires experience within the business unit to understand the various functions and interrelationships among the departments, etc, including the roles and objectives of the interested parties and stakeholders. Requires experience to carry out studies to assess and respond to business needs with respect to information systems and work processes. Requires experience in business practices and procedures in order to align work processes and identify gaps for review and improvement through the aid of related tools. A period of over 8 years and up to and including 10 years is considered necessary to gain this experience. At Hydro One we understand that the success and strength of our business rests with our people. When we develop their skills, we are investing in both their success and ours. To secure the best talent, we seek to create a workforce that reflects the diverse populations of the communities where we live and work and to create a culture based on safety, innovation and inclusiveness. We are honoured to be recognized by Forbes in its list of Canada’s Best Employers for 2024. Thank you for considering a career with Hydro One, we welcome applications from all qualified candidates. If you are having difficulty using our online application system and you need an accommodation due to a disability, please email [email protected] . Hydro One will provide reasonable accommodation for qualified individuals with disabilities in the job application process. Please note this email is only for accommodation requests. Resumes sent to this email address will not be considered. Deadline: May 6, 2024 In the event you are experiencing difficulties applying to this job please consult our help page here . Job Segment: Telecom, Telecommunications, Business Process, Employee Relations, Information Systems, Technology, Management, Human Resources
Financial Planner
BMO, Markham, ON
Application Deadline: 05/21/2024Address:710 Markland StreetProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).Supports the achievement of sales and performance targets.Develops and implements a relationship management plan to meet the needs of client.Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Executes work to deliver timely, accurate, and efficient service.Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.Builds effective relationships with internal/external stakeholders.Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II (FP I & II).Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.Advanced working knowledge of financial industry.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Grade:5Job 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.
Financial Accountant
Crystal Claire Cosmetics Inc., Markham, ON
Financial AccountantDivision: AdministrationDepartment: AccountingWage Category: Annual Salary with BenefitsReport to: Controller Duties and Responsibilities:Responsible for full cycle accounting duties that include customer billing and vendor invoicing, month end accrual & adjusting entries, GL account reconciliation, fixed assets continuity schedule, bank reconciliation, and month end foreign currency revaluation.Reconcile month end inventory sub-ledger with GL; analyze inventory valuation, PPV and investigate any unusual transactions; monitor inventory aging and follow up obsolete inventory with sales team.Review inter-company transactions with related companies, solve variances and discrepancies if there are any.Assist with the preparation of monthly management reporting packages, perform preliminary review on financial statements, investigate any exceptional situations and resolve the issues, and analyze and compare financial results to history data and budget targets.Participate in year-end closing, prepare year end external audit schedules, and respond to various queries and requests from external auditors.Ensure HST/GST filling and remittance on a monthly basis.Support annual corporate tax filing working schedules, provide related information to external tax consulting firm.Ensure the daily transaction and period-end reporting are complied with tax requirements.Prepare annual budgeting and projection based on accurate data and business assumptions.Conduct various analyses as assignedAssist with implementing and maintaining internal financial controls and procedures Qualifications:Completion of a bachelor degree with a major in finance or accountingAccounting designation is preferred, but not requiredMinimum 5 years’ experiences in General AccountingSAP experience is preferredManufacturing experience and costing experience are preferredKnowledge of Mandarin is an assetAdvanced Microsoft Application (Excel/Word/PowerPoint)Strong communication and interpersonal skillsEfficient time management skillsDetail and result-orientedA self-starter with an interest in continuous learning We Offer:Company eventsDental careExtended health careLife insuranceOn-site gymOn-site parkingPaid time offRRSP matching Please note: We thank you for your interest, but only candidates selected for an interview will be contacted.
Financial Planner
BMO Financial Group, Markham, ON
Application Deadline: 05/21/2024 Address: 710 Markland Street Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities. Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals). Engages customers to grow BMOs business by reaching out, generating appointments, and building new relationships within the community. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Supports the achievement of sales and performance targets. Develops and implements a relationship management plan to meet the needs of client. Responds to customer investment requests to fulfill investment product needs aligned with the customers goals and refers the customer to partners where appropriate. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Executes work to deliver timely, accurate, and efficient service. Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools. Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered. Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations. May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives. Builds effective relationships with internal/external stakeholders. Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. CFP designation preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II). Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec. Advanced working knowledge of financial industry. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Compensation and Benefits: $44,500.00 - $82,500.00 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.