OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Do you want to work in a dynamic and stimulating environment? This offer is for you! With the objective of continuing to grow and realize its full potential, our practice in the Montreal office is looking for a Manager or Senior Manager with experience in regulatory compliance to help him develop his service offering and grow his team. In compliance with legislation and sound regulatory risk management in the industry, we work with clients to identify, manage and mitigate their regulatory compliance risk exposures. What you will doYou will be involved in a variety of projects with clients in regulatory compliance. You will work closely with the partners in the practice and contribute to business development. Also, as a regulatory compliance Manager or Senior Manager, you will have the following responsibilities: For our clients operating in highly regulated sectors such as banks, insurance companies, securities brokers, asset managers: Provide them with oversight guidance, establishing the governance structure, risk management oversight, roles and responsibilities of the various stakeholders, in order to build a robust and sustainable risk management program, Help organizations integrate compliance risk management into their processes, Supporting senior management in transmitting the compliance culture to their employees, Support the lines of defense in charge of deploying compliance programs, Assessing risks across the organization, Helping our clients gain a comprehensive view of regulatory compliance, Assisting clients in various regulatory risk management engagements, including, risk appetite identification, process identification, evaluation of the design and effectiveness of controls in place to ensure compliance with legislative and regulatory requirements, Act as a consultant on regulatory compliance so that we can provide services in accordance with best practices, legislative and regulatory requirements, Participate in the implementation of integrated risk management and/or be a driving force within a compliance department, Lead a team of consultants while ensuring that the quality of the team's deliverables meets KPMG's standards of excellence and client needs, Coach and train team members, Act as a point of contact with clients to deepen existing relationships, More generally, you will have to: Contribute to business development activities to well position KPMG's Advisory Services on regulatory compliance, both regionally and nationally, Increase the visibility of the practice by participating in events or writing articles related to risk management, Develop service offerings according to practice standards. Maintain a continuous awareness of emerging risks. What you bring to the role At least 10 years of experience in regulatory compliance Bachelor's degree in accounting, law, criminology, finance, business, or related field. Master's degree in law or business an asset, Successful completion of the Chief Compliance Officer Qualifying Examination or other equivalent designation an asset, Knowledge of banking, insurance, securities brokerage, or asset management regulations, General understanding of governance and regulatory compliance, Have the willingness to contribute to internal development activities as well as to business development. Be customer-oriented, understand their issues and propose value-added solutions. Being comfortable with teamwork, coaching and relationship building. Be able to perform well under pressure and manage projects, resources, and budgets appropriately. Be autonomous, have a sense of initiative and priorities. Demonstrate great rigor and attention to details. Good computer skills (Excel, Word, Visio et PowerPoint). Excellent French verbal and written communication skills. Ability to produce concise and structured presentations and reports. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .

Claims Advocate/Consultant

Aon, Montreal, QC

Are you someone who loves a client facing opportunity, working as an advocate for clients by collaborating with multiple stakeholders globally? Do you enjoy consulting with and supporting several books of business, valued at multi-million dollars in revenue? If so, we encourage you to explore the open opportunity below! Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Lead the claims process for corporate clients from start to finish, including notifying carriers of new claims, following up for acknowledgement letters and coverage positions, following up on settlements, remitting settlements to clients and handling all necessary correspondence; Serve as a client advocate to protect their interests in the claims process; Advise Aon’s clients through the claim’s process; Interpret the insurance policy and coverage on behalf of Aon clients; Assist clients and brokers on coverage issues; Act as a technical expert in the following fields: Commercial General Liability, Property, and some Financial Lines including cyber. Negotiate with insurers to obtain successful resolution of claims; Set-up claims protocols on accounts; Request and provide status updates; Seek consent for retention of defence counsel; Establish lines of communication between clients and insurance carriers; Maintain adequate documentation on all claims; Maintain up-to-date records, including file maintenance and computer data maintenance; Maintain strong relationships with insurers, adjusters and other experts in the industry; Assist Account Managers in marketing functions; Any and all other responsibilities as deemed necessary by claims manager to achieve the purpose of the job; How this opportunity is different In this role, you will work closely with the sales team to provide world class customer experience and be a part of the best-in-class client services team in the reinsurance industry. We are looking for a candidate who is excited to lead a team of technicians that support our clients wherein you are the dedicated advocate for your clients and build and implement your individual career development plan with dedicated mentors that will assist you along the way. Skills and experience that will lead to success Bachelor’s degree (BA/BS) from four-year college or equivalent experience Working knowledge of MS Office suite of products Excellent interpersonal and communication skills (both oral and written) Ability to think strategically and analytically Strong attention to detail Professional demeanour Ability to work independently and efficiently Insurance and/or Reinsurance claims experience preferred AMF Commercial Lines license or desire to obtain one; How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected] #LI-DR1 #LI-HYBRID 2540813

Account Executive - Professional Services Practice

Aon, Montreal, QC

Are you an effective team player who would thrive in advising global Professional Services clients on their risk retention, risk financing, and risk transfer decisions? If you are looking for an opportunity to apply your insurance industry experience in servicing clients in a global setting, this may be your next career move! This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and are passionate about helping our colleagues and clients succeed. What the day will look like As part of an industry-leading Professional Services Practice team, you will help empower results for our clients by delivering risk financing consulting and insurance/reinsurance broking services to large global Professional Services accounting and consulting firms. As an Account Executive servicing our clients, you will help the team to bring the best of Aon to ensure all of clients’ needs and deliverables are promptly met with quality and innovation. How this opportunity is different This is a truly unique position residing in Aon’s Professional Services Practice, which is the leader in our segment in delivering high-quality work product in a supportive team environment where client demands are high and constantly changing. Joining a global organization also comes with opportunities for advancements, cross-training, involvement on local, national and global projects and ability to participate and drive innovative projects and solutions across all solution and product lines. Major Responsibilities Include: Participate in, and assist team with, the delivery of services and advice to clients’ risk managers and offices of general counsel. Provide advice to senior client contacts regarding their insurance programs, Aon deliverables, and in response to requests and inquiries. Prepare underwriting submissions and claims exhibits for commercial insurers. Draft and prepare policy documentation and endorsements and prepare wording comparisons across different risks, when necessary. Prepare premium invoices and compute applicable taxes, and track the receipt and flow of funds. Support the accurate organization and administration of clients’ claims data and its extraction for reporting purposes. Prepare and analyze statistical exhibits and presentations in relation to historical claims experience. Collaborate with team members and Aon’s actuaries to analyze the cost of risk for the setting of insurance premiums. Prepare reports, summaries, papers, and meeting materials for delivery directly to clients. Participate in business development within the practice and the exploration of new and evolving risks and potential risk transfer and risk financing solutions. Respond to queries from clients and commercial insurers. Support the preparation and issuance of verifications of insurance. Collaborate with colleagues in other Aon offices (New York, Chicago, London, Bermuda, and elsewhere) in the coordinated delivery of insurance programs and policies to clients. Attend team meetings, maintain team/personal outstanding task lists, and maintain files that clearly and accurately record the activities and communications of the team. Attend training sessions, presentations and meetings that will assist with present and anticipated future responsibilities. Skills and experience that will lead to success Will consider candidates with insurance broking, underwriting, actuarial, captive, or commercial insurance and claims experience - preferably in the professional liability line. Corporate risk management experience, especially in a Professional Services firm environment is a plus. Minimum three to seven years in related insurance experience Strong technical insurance knowledge in specialty lines, in particular professional liability, cyber, employment practices liability and management/directors & offices liability. Ability to coordinate, prioritize, and monitor workflows. Excellent written and verbal communication skills Strong analytical and problem-solving skills Strong interpersonal skills. Motivated and self-directed. Trains and mentors other colleagues effectively as a teammate. Strong attention to detail Bachelor’s degree is required. Insurance licensing as required but not necessary to be considered. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected] Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. #li-dr1 #LI-HYBRID 2537189

Bilingual Insurance Advisor

TD, Montreal, QC

Hours Monday to Friday from 8am-8pm Saturday 9am-4pm 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 assetProficiency in Other than French As this requisition will be used to fill multiple future positions, we invite bilingual and French speaking candidates to apply. When a position opens up it will be determined whether that position requires knowledge of a language other than French. Additional 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!

Bilingual Associate Investment Counsellor (AIC), Montreal

Manulife Financial Corporation, Montreal, QC

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionBilingual Associate Investment Counsellor (AIC), Montreal We are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement. Serving high net worth clients in French and English, the Associate Investment Counsellor AIC will be their primary point of contact for all administrative matters pertaining to their accounts. Bilingual Associate Investment Counsellor AIC, MontrealManulife Private Wealth (“MPW”) delivers exceptional investment counselling services and discretionary portfolio management to high-net-worth clients. At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of evert Canadian’s financial plan and future. We need people with the skills, energy, and drive to help us continue to service our growing client base. With our head office located in Toronto and offices in Montreal, Calgary and Vancouver, Manulife Private Wealth offers an opportunity to work with a team that values new ideas, and fresh approaches and is committed to developing innovative solutions that will shape the future of our business. As an integral member of Manulife Private Wealth Support, the Associate Investment Counsellor (AIC) will work with an experienced Investment Counsellor (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts and charitable foundations. The AIC will be responsible for assisting the IC in implementing the strategy and managing and monitoring the client portfolios on an ongoing basis. Under the supervision and mentorship of the IC, the AIC will actively manage smaller client relationships while nurturing larger client relationships and facilitate the closure of share of wallet opportunities in the investment portfolio to enable growth of the senior IC’s portfolio. The ultimate purpose of this role is for the AIC to support the IC managing and growing AUM and relationships of direct clients to enable growth of their personal client base through lead opportunities. Main responsibilitiesPerform various day-to-day administrative tasks, demonstrating a commitment to exceptional client service and contribution to team goals.Regularly liaise with custodian and with other departments with regards to various client matters, establishing a strong collaborative relationship and sharing useful ideas to enhance client servicing.Complete account opening documentation and efficiently manage the client onboarding process, ensuring a smooth transition and positive first impression for the client.Coordinate the investment counsellor’s meetings with existing or prospective clients and prepare all required presentation material in a timely manner. This includes the creation of financial plans in partnership with IC, focusing on proactive and effective client service support.Construct custom reporting and portfolio strategies for quarterly reviews or as required, demonstrating a positive client-centric and collaborative communication approach.Under the supervision of the investment counsellor, deliver client advice and recommend portfolio strategies including training based on client IPS, contributing to strategy initiatives.Answer various email and telephone queries from clients and prospective clients, as well as their accountants or consultants, including:Instructions for contributions, withdrawals or transfersRequests for statement or portfolio reportsTax related questionsRequest for new account openingsGeneral questions about the firm and our services. All responses should emphasize effective and proactive client service support.Obtain ongoing account documentation from clients and maintain uptodate client files, as per regulatory and compliance requirements.Familiarize yourself with Manulife’s investment approach and stay abreast of the firm’s strategy, ensuring alignment with client service excellence. Experience and QualificationsUniversity degree, preferably in Business or Economics.Chartered Financial Analyst (CFA) designation preferred but will consider candidates who have completed level II of the program.Additional designations such as Certified Financial Planner (CFP) or Trust of Estate Practitioner (TEP) preferred.Minimum of 5 years of professional experience within the investment industry.Minimum of 3 years portfolio management experience, preferably with high-net-worth clients.Superior client relationship management skills.Exceptional written and verbal communication skills (English and French).Ability to communicate with clients about investment, economic, financial and taxation issues.Proficiency with Microsoft Office and ease in learning new IT tools, such as portfolio management systems and client relationship management databases.Ideal candidate qualificationsStrong focus on high-net-worth client service excellence.Excellent organization, multitasking and priority management skills.Resourcefulness, problem-solving skills, and ability to work autonomously.High attention to detail.Team spirit and ability to thrive in a collaborative work.Advanced analytical, problem-solving, and strategic decision-making skills.A desire to learn and grow.Our commitment to YouValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact. The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationMontreal, QuebecSalary range is expected to be between$81,450.00 CAD - $146,610.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Legal Counsel or Director, Legal Affairs (Canada Growth Fund Investment Management)

PSP Investments, Montreal, Quebec

ABOUT USWe're one of Canada's largest pension investment managers, with CAD$243.7 billion of net assets as at March 31, 2023. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montreal and offices in New York, London and Hong Kong.Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world's top companies. At PSP, you'll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before. In Budget 2023, the Government of Canada announced that PSP Investments would act as the independent and exclusive investment manager for the Canada Growth Fund (CGF) a $15 billion investment vehicle that was established to support the growth of Canada's clean economy. As the investment manager of CGF, PSP Investments will provide the full suite of investment management services to CGF, covering the entire investment and asset management lifecycle.EXPERIENCE THE EDGEAt PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an inclusive work environment where diversity is embraced.ABOUT THE TEAMThe Canada Growth Fund Investment Management (CGFIM) Team is a new team created within PSP to manage the CAD$15 billion Canada Growth Fund (CGF). CGF was established to help Canada speed up the deployment of technologies in its effort to reduce emissions, transform its economy, and support the long-term prosperity of Canadians. CGF's mandate is to catalyze substantial private sector investment in Canadian low-carbon projects, technologies, businesses, and supply chains by deploying innovative funding structures that help mitigate certain risks and uncertainties inherent to investing in the low-carbon economy. CGF will be investing in Canadian projects and companies across themes such as carbon capture, hydrogen, renewable natural gas, clean technology, and critical minerals. This position is an excellent opportunity for an experienced transactional lawyer to join a first-class, dynamic, team-oriented, highly motivated and supportive legal team and to develop their legal career as well as their business and management skills. We are committed to hiring exceptional people who will contribute their expertise, talent and energy towards our mandate.Reporting to the Chief Legal Officer of CGFIM, a subsidiary of PSP, you will be responsible for providing transactional and strategic legal support to the CGFIM investment team on a wide range of cutting-edge transactions to help decarbonize and grow the Canadian economy. As part of your role, you will have the opportunity to work on complex and first-of-a-kind investments in large infrastructure projects, as well as in areas such as clean tech (both direct and fund commitments), and Canada's low carbon supply chain and critical minerals., where you will be required to identify and manage investment legal risk based on CGF's risk appetite.You must have excellent communication skills, be highly motivated and self-confident, as you will be engaging directly with internal business partners, external counsel and stakeholders. Strong business acumen, good judgment and pragmatism are also a must in order to succeed in this role.ABOUT YOUR ROLE As Legal Counsel or Director, Legal Affairs (CGFIM), you'll: Lead or support complex and innovative transactions including mergers and acquisitions, reorganizations, sale of assets, joint ventures, fund investments, carbon credit offtakes, carbon contracts for difference, and other types of transactions, working with investment professionals in the CGFIM teamCoordinate and supervise the legal work performed by approved external legal counsel in accordance with internal policies and within the prescribed legal budgetEnsure that all dealings and business practices are carried out in compliance with governing legislation, regulations and policiesProvide support on various legal matters relating to the organization's activities and operations including asset management activities, governance, regulatory, litigation ESG related disclosures and other corporate activitiesWork in collaboration with other internal stakeholders (e.g., Tax, Sustainability and Climate Innovation, Risk groups)WHAT YOU'LL NEED Have a university degree in lawBe a member (in good standing) of the Bar Association of any of the Canadian provinces or territoriesHave five (5) to ten (10) years of relevant experience as a lawyer in mergers and acquisitions, capital markets and/or private equity transactions gained in private practice or as in-house counsel for a large organizationBe hardworking, highly professional and autonomousPossess excellent communication and interpersonal skillsDemonstrate exceptional organizational skills; an ability to multi-task; an ability to effectively manage competing priorities and work on numerous files and meet tight deadlines; and attention to detail and accuracyDemonstrate leadership and mentoring abilityBe highly competent, analytical and preciseBe a team playerBe flexible, interested in working in and contributing to a growing organizationA background in cleantech, infrastructure or energy is not necessary. The team is very generous with their time and you will learn on the jobProficiency in English and French (or willingness to learn) (frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa)We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:Investment in career development Comprehensive group insurance plans Unlimited access to virtual healthcare services and wellness programs Competitive pension plans Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off Inclusive paid parental leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers A hybrid work model with a mix of in-office and remote days*Benefits package may vary based on your employee type.At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.

Regulatory Counsel Or Director, Legal Affairs

PSP Investments, Montreal, Quebec

Legal Counsel Or Director, Legal Affairs

PSP Investments, Montreal, Quebec

ABOUT USWe're one of Canada's largest pension investment managers, with CAD$243.7 billion of net assets as at March 31, 2023. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montreal and offices in New York, London and Hong Kong. Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world's top companies. At PSP, you'll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.EXPERIENCE THE EDGE At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an inclusive work environment where diversity is embraced.ABOUT THE TEAMThis position is an excellent opportunity for an experienced transactional lawyer to join a first-class, dynamic, team-oriented, highly motivated and supportive legal team and to develop their legal career as well as their business and management skills. PSP is committed to hiring exceptional people who will contribute their expertise, talent and energy towards PSP's mandate.Reporting to the Senior Director, Legal Affairs, you will be primarily responsible for providing transactional and strategic legal support to investment professionals on a wide range of complex global investments in areas such as public markets, private equity, natural resources, real estate and infrastructure, and you will be required to identify and manage investment legal risk based on PSP's risk appetite.You must have excellent communication skills, be highly motivated and self-confident, as you will be engaging directly with internal business partners, external counsel and stakeholders. Strong business acumen, good judgment and pragmatism are also a must in order to succeed in this role.ABOUT YOUR ROLE As Legal Counsel or Director, Legal Affairs, you'll: Lead or support complex global transactions including mergers and acquisitions, reorganizations, sale of assets, joint ventures, fund investments and other types of transactions, working with investment professionals in the capital markets, private equity, natural resources, real estate, infrastructure groupsCoordinate and supervise the legal work performed by approved external legal counsel worldwide in accordance with internal policies and within the prescribed legal budgetEnsure that all dealings and business practices are carried out in compliance with governing legislation, regulations and policiesProvide support on various legal matters relating to the organization's activities and operations including asset management activities, governance, regulatory, litigation and other corporate activities.Work in collaboration with other internal stakeholders (e.g., Tax, Responsible Investments, Risk groups)WHAT YOU'LL NEEDA university degree in lawMember of the Bar Association of any of the Canadian provinces or territoriesFive (5) to ten (10) years of relevant experience as a lawyer in mergers and acquisitions and capital markets transactions gained in private practice or as in-house counsel for a large organizationHardworking, highly professional and autonomousExcellent communication and interpersonal skillsExceptional organizational skills; multi-tasking; ability to effectively manage competing priorities and work on numerous files; meet tight deadlines and attention to detail and accuracyDemonstrated leadership and mentoring abilityHighly competent, analytical and preciseA team playerFlexible, interested in working in and contributing to a growing organizationProficiency in English and French (or willingness to learn) (frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa)We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:Investment in career development Comprehensive group insurance plans Unlimited access to virtual healthcare services and wellness programs Competitive pension plans Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off Inclusive paid parental leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers A hybrid work model with a mix of in-office and remote days*Benefits package may vary based on your employee type.At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.

Analyst, Access To Information And Privacy (ATIP)

PSP Investments, Montreal, Quebec

ABOUT USWe're one of Canada's largest pension investment managers, with CAD$243.7 billion of net assets as at March 31, 2023. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montreal and offices in New York, London and Hong Kong. Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world's top companies. At PSP, you'll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.EXPERIENCE THE EDGE At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an inclusive work environment where diversity is embraced.ABOUT THE TEAMAs a member of PSP Investments' Legal Affairs department and ATIP Office, the incumbent will, under the direction and supervision of the Privacy Counsel and ATIP Counsel, and in collaboration with other members of the team, support activities relating to PSP's compliance with the Access to Information Act and privacy laws applicable to its operations in Canada, the United States, the United Kingdom and Hong Kong. ABOUT YOUR ROLE As an Analyst, Access to Information and Privacy (ATIP), you'll: Triage and process ATIP requests received by PSP Investments and its wholly-owned subsidiaries, including tasking OPIs, conducting internal and external consultations, applying appropriate exemptions, and interacting with requesters to answer questions or request clarificationsOrganize and prepare documents requested for disclosure, document considerations for the application of exemptions and extensions, and prepare notice and decision letters to requesters within the required timelinesCoordinate and send responses to informal requests submitted through the Open Government portalProvide advice and recommendations on privacy requirements for projects involving personal information. Perform and document privacy impact and vendor assessments, as required by the Privacy Act (Canada), the GDPR and other privacy laws applicable to PSP.Provide assistance with investigating, mitigating and documenting privacy breaches, and with breach reporting requirements as necessaryProvide assistance with the ATIP Office's internal training and awareness activitiesSupport the updates and management of privacy documentation, such as privacy policies, procedures and notices, as well as PSP's personal information inventory and Information Holdings (InfoSource)Keep ATIP trackers up to date, and generate reports and extract data from the ATIP trackers for KPI reporting as needed. Monitor ATIP shared mailboxes and flag important items to ATIP team, in a timely mannerCoordinate with stakeholders including TBS and wholly-owned subsidiaries for requests, breaches and reporting requirements (including information sharing, answering questions and ensuring ATIP statistical and annual reports are prepared)Save relevant documents and emails in the appropriate repositories accordingly in a timely mannerParticipate in training sessions, monitor relevant ATIP portals and publications, and communicate relevant information, postings or documentation with the ATIP teamPrepare and submit various monthly, quarterly and annual reportsWHAT YOU'LL NEEDBachelor's degree in relevant fieldIAPP or other privacy professional certification will be considered an asset.Practical experience in the fields of access to information and privacy preferably in a federal government institutionKnowledge of the Canadian ATIP ActsStrong technical skills with Microsoft Office and Adobe Writer and similar toolsUnderstanding of Canadian government organizationsStrong interpersonal and communications skillsAbility to independently and proactively set priorities and follow up with relevant parties to meet strict deadlines, while managing a large workloadVery good judgment, tact and finely tuned sense of professionalism and ethicsExcellent analytical and research abilityAttention to detail and keen sense of responsibilityAbility to work well either alone or within a team, adaptable and flexibleRespectful and appreciative of diversitInterest and ability to continuously learn and developBilingualism: English and French (frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa)We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:Investment in career development Comprehensive group insurance plans Unlimited access to virtual healthcare services and wellness programs Competitive pension plans Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off Inclusive paid parental leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers A hybrid work model with a mix of in-office and remote days*Benefits package may vary based on your employee type.At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.

Bilingual Associate, Investment Counsel Support (Montreal)

Manulife Financial Corporation, Montreal, QC

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe role is based in Montreal and includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private Wealth meets the high standard that our business aspires to achieve. The Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to MPW’s high net-worth clients. Success in this role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve teamwork with individuals internal and external to the organization. The successful candidate will also provide direct client service experience and an opportunity to learn the operational processes and key regulatory accountabilities involved in delivering discretionary investment management to high-net-worth clients. Duties and Responsibilities:Collaborating with Investment Counselors to deliver a high level of personalized client service.Work directly with clients to complete necessary documentation to meet regulatory requirements ensuring all client accounts are compliant.Client account administration including responding to client queries and requests, setting up new accounts, processing transactions as well as client meeting preparation.Liaising with custodians and third parties to execute client requests in a timely manner; proactively escalating where necessary to ensure strict adherence to SLAs.Assist with client performance and tax reporting.Maintaining client data and performing data integrity checks for quality control.Provide back-up support to other team members as necessary. Qualifications:High Net Worth clients service experience - familiarity with the wealth management industry.Post-secondary education is preferred but relevant experience (minimum of 2 years) also has a lot of value.CIM designation or other industry license such as CFA, CFP preferred.Successful completion of CSC preferred.Solid computer skills - with the ability to teach us ways that we could do things more efficiently, or better use the programs we have.Superior client relationship management skills.A desire to learn and grow.Ability to communicate in English and French (verbal and written) required. What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us!Flexible work policies and work-life balance.Professional development and leadership opportunities. Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunity!We create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all partners and has a positive social and environmental impact The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationMontreal, QuebecSalary range is expected to be between$68,250.00 CAD - $113,750.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Private Banker 3, Montreal Qc

Scotiabank, Montreal, QC

Requisition ID: 191861Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. The incumbent has comprehensive experience and product knowledge to deliver service and customized lending solutions consistent with high net worth client needs. This position focuses on generating new clients and the cross-sell, up-sell, and retention of existing high value Wealth Management clients. Responsible for identifying high net worth prospects with complex lending needs in target markets, developing acquisition strategies, growing relationships, maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence. The role is a key business development position with elevated new business objectives for lending, fees, deposits and referrals to business line partners. Is this role right for you? In this role you will: Lead Portfolio Management and Risk Mitigation by:Working directly with Retail credit adjudication (ACE) or with Wealth Credit Solutions for customized credit, negotiate standard Bank terms, conditions, structuring fees, interest rates and documentation.Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth clientsManaging client relationships to ensure that credit facilities and accounts are operating satisfactorily.Acting as the client's Primary Relationship Manager (PRM) by utilizing the Financial Planning process to develop an in-depth understand of the client's needs, and maintaining SPCG service standards regarding proactive contact, and maintaining the client contact database.Drive business development, maintaining a strong market profile with assigned partners and business channels:Actively marketing customized Private Banking credit solutions (Total Wealth Credit Solution), to support wealth creation or diversification strategies, insurance solutions, currency and interest rate risk management.Developing and executing new business strategies to attract and retain high net worth clients. Develop client management plans and make referrals that result in deeper client relationships.Develop an in-depth understanding of client needs and proactively make referrals to: Private Investment, Counsel, Scotiatrust, ScotiaMcLeod, Hollis Wealth, Commercial and Retail Bank.Maintain Operational Effectiveness by:Providing direction, guidance and support to the Manager, Client Services as required, through coaching and periodic participation in Service Meetings and Skill Buildings sessionsReviewing and resolving client concerns and issues and ensure that the Bank's Customer Complaint Resolution Process is in place and effective.Ensuring compliance with regulatory requirements and guidelines, including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & SafetyManage Credit Risk management by:Ensuring credit facilities operate within authorized terms and conditionsDeveloping sound commercial underwriting skillsEnsuring security documentation is accurately prepared, complete, registered and renewed as required Building effective working relationships across the team and with various business line and corporate function contactsFacilitating a culture of open and honest communicationActively share knowledge and experience to enhance the development of all team members Do you have the skills that will enable you to success in this role? We'd love to work with you if you have: Minimum 5 years of commercial lending or small business banking experience and retail business banking experience preferredEstablished network of High Net Worth clients in the Canadian Banking industryThe incumbent must would benefit with 3 to 5 years of Managerial Commercial, Small Business and/or Retail Banking experience, dealing with high net worth clients and sophisticated financing requirements.Must be an experienced banker with exceptional interpersonal, leadership and business development skillsUniversity degree (BComm, MBA , CFA), in addition to industry courses (eg. CSC, PFP, CFP) is assetBilingual in English and French is required. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will serve and English-speaking clientele. What’s in it for you? A competitive compensation and benefits packageAbility to make a lasting impact on an assigned book of customersAn inclusive culture where we value and recognize our employees’ contributionsAn organization committed to making a difference in our communities - for you and your customers Location(s): Canada : Quebec : Montreal Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Senior Advisor Compliance Investigations

National Bank, Montreal, QC

A career as a Senior Advisor Compliance Investigations, Wealth Management and Financial Markets, at National Bank, means acting as a specialist in the identification and analysis of potential breaches of rules, policies and procedures from approved persons. This job allows you to have a positive impact on our organization thanks to your ability to recognize risks and ensure sound risk management.Joining our team means growing in a dynamic, evolving context, where the work is stimulating and diverse.Your role: Ensure the management, execution and control of regulatory investigation files conducted by Compliance: identification of the mandate, potential breaches and applicable rules, policy and procedures, development of investigation plans and strategies, follow-ups, questioning of the relevant parties, maintain rigorous documentation and confidentiality, drafting and reviewing reports; Provide expertise in the context of investigation or litigation files mandated by Legal Affairs and of questions from our partners; Maintain investigation protocols/procedures to ensure proper and consistent management of files and manage litigation risk; Recommend appropriate corrective and disciplinary measures to the managers responsible for subject of the investigation; Ensure compliance with regulatory disclosure obligations and prescribed deadlines; Maintain communication between stakeholders and coordinate activities: Compliance, Legal Affairs, External Counsel, Corporate Security and Employee Relations to ensure the effective management of activities. Your team: The position reports to the Director of Investigations within the Compliance - Wealth Management and Financial Markets sector. Prerequisites: Completed Bachelor of Laws degree, related to the industry and 6 years of relevant experience or Master's degree completed, related to the business line and 4 years of relevant experience; Member of the Barreau (an asset); Education or experience in investigation; Canadian Securities Course (CSC) and Conduct Standards Manual (MNC) course, desirable; Excellent capacity for analysis and synthesis, rigor, critical thinking and recognized ability to identify and address complex issues. Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!

Senior Customer Service Representative

National Bank, Montreal, QC

Working as a senior call centre representative means collecting, analyzing and interpreting information in order to assist clients with their insurance underwriting and claims processes (disability, death, critical illness).Come join our teams in the Insurance Underwriting and Claims Assistance Centre and make a difference in people’s lives. You’ll have a positive impact on clients with your listening skills and your empathy. Your compensationThe salary starts at $23.50/hour with evening premiums. We offer a program to reimburse tuition fees.Your role Handle client calls about insurance claims Complete insurance and medical questionnaires with clients so their insurability can be assessedCollect the information needed to analyze requests (insurance and underwriting)Refer clients with specialized needs to your colleaguesOur Client Contact Centre is open Monday to Thursday from 8:30 a.m. to 9:00 p.m. and Friday from 8:30 a.m. to 5:00 p.m. The full-time work schedule is 37.5 hours per week.Your teamOur team values passionate people and bold ideas. We work together to help our clients and colleagues achieve their goals. We know we can count on our colleagues to share knowledge and help one another. Training and developmentYou’ll start with a full-time, in-person training program lasting 2 to 3 months. Your on-the-job training will focus on learning how to help clients over the phone, and you’ll be supported by a trainer.We encourage our employees’ development and offer numerous career opportunities, including a career development plan with our internal career counselling service, ongoing coaching, and the possibility of paid external training. PrerequisitesHigh school diplomaCustomer service and advisory experienceUnderstanding of medical terminology (e.g., CLSC, medical secretary, patient attendant, service user, pharmacy)Ability to determine the level of importance of information received from clients #sacA Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!

Senior Legal Advisor

National Bank, Montreal, QC

Being a Senior Legal Advisor in the Sourcing team at National Bank means contributing to the negotiation of commercial agreements that support our banking products and services offering and being involved in projects that require expertise in multiple legal fields, including technology, commercial agreements, intellectual property and information security. This job will allow you to have a positive impact on our organization through your legal reasoning, negotiation skills, business reflexes, curiosity, relationship skills, as well as your critical thinking. Your role Act as a lawyer contributing to the negotiation and conclusion of products and services agreements with third party suppliers by reviewing, drafting and negotiating their legal terms and providing legal advice on varied topics. Provide legal advice and intervene in strategic cases that have a significant impact on the activities, operations and results of National Bank of Canada and its subsidiaries. Understand the impact of regulatory requirements on the activities of National Bank of Canada and its subsidiaries. Draft various legal documents as required by applicable laws and regulations. Analyze, interpret, and review various legal reports and documents in order to safeguard the Bank's rights Your team In Sourcing, you’ll be part of a multidisciplinary team and you’ll report to the Senior Manager IT Sourcing and Legal Counsel. Our team works with all lines of business and contributes to the delivery of numerous and various business initiatives. This is a unique opportunity to join our team! We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid work model (remote and in the office), work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you. Prerequisites Bachelor’s degree in law and 3 to 5 years of relevant experience Member of the Barreau du Québec or the Chambre des notaires du Québec, with extensive experience Experience in one of these fields: commercial agreements, acquisitions and financing, technology Good judgement and business acumen Ability to offer efficient and quality service to business partners Proactive attitude, leadership, and initiative Ability to manage priorities and a large volume of files#LI-GC1 Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!

Senior Legal Counsel

National Bank, Montreal, QC

A career as a Senior Legal Counsel in the team of Legal Advisory Services -Legal Affairs - National Bank Financial is to act for a wide range of stimulating legal mandates as part of an enthusiastic and collegial team while maintaining a good work/life balance. This position will support the significantly expanding activities of Financial Markets and Wealth Management business units and subsidiaries. These activities are part of various services provided to institutional and retail clients which include securities brokerage, the negotiation and drafting of strategic commercial contracts, portfolio management and Capital Markets’ activities (inter alia investment banking and distribution). Legal Advisory Services may also be called upon to advise Management on strategic initiatives including acquisitions. Your job • Act as legal counsel and risk manager for business units regarding all their activities and strategies, including the trade regulation and issue of securities (brokerage and distribution), the implementation of trade, transactional, corporate, financing, sourcing, reorganization or acquisition files, the establishment of partnerships, the corporate governance and information technology and security matters; • Act in complex files with significant strategic and reputational issues; • Analyze, write and negotiate contracts and transactions; • Anticipate and align the legal/regulatory requirements with the business imperatives/needs; • Support special projects by providing focused expertise; • Interact and intervene with authorities from various agencies or external advisors; • In addition to your Canadian market’s interventions, occasionally act for business activities abroad. Your team Within the NBF Legal Affairs sector, you are part of a team of more than 30 colleagues, and you report to the Vice-President, Legal Affairs, Legal Advisory Services Financial Markets and Wealth Management. The Bank values continuous development and internal mobility. Our personalized training programs enable you to master your job and develop new areas of expertise. Basic requirements • Bachelor’s degree in law and member of the Barreau du Québec; • Between 4 and 10 years of relevant experience; • Desirable knowledge on finance, securities matters and general commercial law and willingness to learn; • Autonomy, enthusiasm, integrity and adaptability • Analytical and drafting skills to negotiate complex strategic deals; • Entrepreneurial spirit, strategic approach and leadership focused on results; • Efficient time and priority management skills. Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!

Mortgage Officer

Manulife Financial Corporation, Montreal, QC

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionAccountability Statement:Reporting to the Assistant Vice President and Regional Director, the individual is responsible for assisting the Montreal Mortgage team in growing a portfolio of high quality commercial mortgage loans in Quebec by identifying and sourcing new opportunities in the market and by structuring, negotiating and underwriting new loan opportunities per Manulife investment guidelines, policies and procedures.Responsibilities:Assist in sourcing, reviewing, analyzing /underwriting commercial mortgage loan opportunities ($10 million and up) for recommendation to senior branch staff and head office;Assist with the closing of loan transactions by working with our centralized closing team, legal counsel and clients/brokers;Establish and cultivate good relationships with clients, real estate and mortgage brokerage firms, and other industry-related professionals, for the purpose of seeking new mortgage investment opportunities;Keep current with real estate and lending market conditions and trends;Analyze, recommend, and manage changes or amendments to existing loans;Assist Loan Administration and Collateral Review in the management of the mortgage portfolio, including surveillance of the mortgage loans, borrower requests, problem accounts, and legal issues affecting the mortgage security.Qualifications:Progressive commercial mortgage loan experience required (5 years plus);Post-Secondary Education preferably in a real estate related field, such as Business / Finance / Accounting;Strong mathematical aptitude and analytical skills in the context of mortgage financing;Extensive knowledge of commercial real estate and of real estate market / industry trends;Exceptional customer service skills as well as interpersonal and relationship building skills;Superior verbal and written communication skills in French and English;Teamwork and good relationship management skills;Ability to prioritize and work effectively in a deadline-oriented environment;Detail oriented, with a high degree of accuracy.Superior computer skills and proficiency with MS Office applications (Word, Excel and PowerPoint).Success factors include knowledge of commercial mortgage loan documentation; familiarity with legal issues; the ability to analyze cash flows; and a thorough understanding of commercial real estate market conditions and appraisal techniques. The ability to appraise commercial real estate, (primarily office, multi-family, retail, industrial properties), complete site inspections, structure loan transactions and negotiate loan documents is a necessity. The incumbent must also become familiar with the Company’s lending policies, procedures, and standards.Additional skills include marketing, deal negotiation, gathering of due diligence material, financial statement analysis and review of leases, property condition reports and environmental reports. The ability to effectively communicate and make clear and concise presentations to borrowers, brokers, and senior management is a necessity.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationMontreal, QuebecSalary range is expected to be between$68,250.00 CAD - $113,750.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Manager - Delivery Initiatives

BMO, Montreal, QC

Application Deadline: 06/16/2024Address: 105 rue St-Jacques OJob Family Group:Corporate AffairsSupports an assigned senior leader in executing strategic priorities for the business/group. Gathers and integrates information to promote the effective and profitable operation of the business/group and enhances the Bank's profile in the marketplace. Works with stakeholders tointerpret financial and business results, understands the operating environment & emerging trends and provides planning, support and recommendations to improve operational effectiveness and tracks achievement of objectives. Supports the effective management of risk,including operational and compliance risk and management of the attestation/reporting process specific to the business. Provides strategic counsel on community/industry events and directs and coordinates the logistics of these events. Supports the development of effective,consistent communications for the business/group senior leader and for the leadership team.• Acts as a trusted advisor to assigned business/group and assists in the development of business strategies and plans to ensure readiness to meet changing business needs & strategies to support future growth.• Assists in the development of strategic plans. Supports the determination of priorities, current initiatives and planned initiatives in partnership with the business/group and supports requirements related to strategic management for the business/group.• Works with stakeholders to establish the key business initiatives/priorities to support the strategic direction.• Influences and negotiates to achieve business objectives.• Recommends and implements solutions based on analysis of issues and implications for the business.• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.• Provides input into the planning & implementation of operational programs.• Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.• Conducts independent review, analysis, and resolution of strategic issues.• Monitors and tracks performance, and addresses any issues.• Designs and produces regular and ad-hoc reports, and dashboards.• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.• Builds effective relationships with internal/external stakeholders.• Ensures alignment between stakeholders.• Acts as the primary point of contact for service / customer complaint escalations managing the process and communication and following up to ensure customer satisfaction and optimizing overall customer experience.• Ensures the effective planning and control of unit operating expenses in accordance with business forecasts to ensure spending is maintained within budget.• Coordinates budgets and reporting to track actual results vs. budget.• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.• Provides specialized consulting, analytical and technical support.• Exercises judgment to identify, diagnose, and solve problems within given rules.• Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.• Deep knowledge and technical proficiency gained through extensive education and business experience.• Verbal & written communication skills - In-depth.• Collaboration & team skills - In-depth.• Analytical and problem solving skills - In-depth.• Influence skills - In-depth.• Data driven decision making - In-depth.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$68 000,00 - $126 000,00Pay Type:SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Director Financial Crime

Deloitte, Montreal, QC

Director Financial Crime Apply now » Apply now Start applying with LinkedIn Apply Now Start Please wait... Apply now × Apply for Job × × × Enter your email to apply Date: May 13, 2024 Location: Montreal, Quebec, Canada Company: Deloitte Job Type: Permanent Work Model: Hybrid Reference code: 126372 Primary Location: Montreal, QC All Available Locations: Montreal, QC Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters Have many careers in one Firm. Partner with clients to solve their most complex problems Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness. Experience a firm where wellness matters. -- What will your typical day look like? Lead diverse teams of talented advisors on key client projects Execute a client service plan on complex engagements and work closely with the Partners to exceed our client's expectations while identifying and mitigating business risks associated with projects Cultivate long term relationships with clients and key contacts/influencers Possess strong knowledge of leveraging prevalent methodologies Direct a structured approach to project management to ensure complete client satisfaction and project profitability Develop your expertise in a specialization and enhance your reputation as a business advisor, becoming a thought-leader in your area of specialization Contribute significantly to practice growth and development, supporting Partners Participate in the development and delivery of training programs Coach and mentor select practitioners to their highest potential and be a role model Create a learning environment through leadership About the team Deloitte's team of Forensic professionals advises clients and their counsel by identifying, investigating and resolving financial crimes and other behaviors resulting in financial, reputational and/or regulatory risk. They help major corporations, institutions, governments and regulators in Canada and worldwide to mitigate the risk of financial crime, including money laundering, fraud, and corruption. The Forensic team also works with clients and their internal and external counsel to address complex and unexpected business disputes, insurance claims, class actions and associated litigation as well as computer forensic and e-discovery matters. More specifically, our Financial Crime and Anti-Money Laundering team focuses on fraud risk management and regulatory issues impacting financial services and related industries. We work in partnership with our clients to mitigate financial crime risk through enhancements to people, process and technology aspects of their financial crime programs. Enough about us, let’s talk about you You will be working for, or have worked for, a reputable consulting or advisory firm, a regulator (perhaps OSFI or FINTRAC), or a financial institution You will have at least 10 years of relevant experience in the financial crime space, such as AML/sanctions compliance, fraud advisory, forensic investigations etc. You will have completed an undergraduate degree (e.g., in accounting, criminology, law, computer science) and other qualifications such as professional certifications You will have strong viewpoints on financial crime topics, and how developments in this field will impact our clients and the financial services industry ACAMS/CAMS (Certified Anti-Money Laundering Specialist) and ACFE/CFE (Certified Fraud Examiner) preferred Experience with Anti Money-Laundering regulatory compliance work and/or Analytic & AML/Forensic technology is considered an asset Experience in providing insight in fraud prevention, detection and response Strong commitment to professional and client service excellence Superior verbal and written communication skills both in French and English Experienced with project problem diagnosis, solution development, client communications, facilitation of decision making, documentation, managing client expectations and team leadership Canadian travel required, along with occasional international travel. Candidates must be able to enter the USA to work on client assignments. Total Rewards The salary range for this position is $140,000 - $260,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver. Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure. Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you’re from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities. The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan, Reconciliation Action Plan and the BlackNorth Initiative. We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We’ve designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people. Job Segment: Compliance, QC, Fraud Prevention, Law, Consulting, Legal, Quality, Security, Technology Apply now » Apply now Start applying with LinkedIn Apply Now Start Please wait... Apply now × Apply for Job × × × Enter your email to apply

Manager - Delivery Initiatives - Commercial Banking

BMO, Montreal, QC

Application Deadline: 06/23/2024Address: 105 rue St-Jacques OJob Family Group:Corporate AffairsSupports an assigned senior leader in executing strategic priorities for the business/group. Gathers and integrates information to promote the effective and profitable operation of the business/group and enhances the Bank's profile in the marketplace. Works with stakeholders tointerpret financial and business results, understands the operating environment & emerging trends and provides planning, support and recommendations to improve operational effectiveness and tracks achievement of objectives. Supports the effective management of risk,including operational and compliance risk and management of the attestation/reporting process specific to the business. Provides strategic counsel on community/industry events and directs and coordinates the logistics of these events. Supports the development of effective,consistent communications for the business/group senior leader and for the leadership team.• Acts as a trusted advisor to assigned business/group and assists in the development of business strategies and plans to ensure readiness to meet changing business needs & strategies to support future growth.• Assists in the development of strategic plans. Supports the determination of priorities, current initiatives and planned initiatives in partnership with the business/group and supports requirements related to strategic management for the business/group.• Works with stakeholders to establish the key business initiatives/priorities to support the strategic direction.• Influences and negotiates to achieve business objectives.• Recommends and implements solutions based on analysis of issues and implications for the business.• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.• Provides input into the planning & implementation of operational programs.• Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.• Conducts independent review, analysis, and resolution of strategic issues.• Monitors and tracks performance, and addresses any issues.• Designs and produces regular and ad-hoc reports, and dashboards.• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.• Builds effective relationships with internal/external stakeholders.• Ensures alignment between stakeholders.• Acts as the primary point of contact for service / customer complaint escalations managing the process and communication and following up to ensure customer satisfaction and optimizing overall customer experience.• Ensures the effective planning and control of unit operating expenses in accordance with business forecasts to ensure spending is maintained within budget.• Coordinates budgets and reporting to track actual results vs. budget.• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.• Provides specialized consulting, analytical and technical support.• Exercises judgment to identify, diagnose, and solve problems within given rules.• Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.• Deep knowledge and technical proficiency gained through extensive education and business experience.• Verbal & written communication skills - In-depth.• Collaboration & team skills - In-depth.• Analytical and problem solving skills - In-depth.• Influence skills - In-depth.• Data driven decision making - In-depth.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$68 000,00 - $126 000,00Pay Type:SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Senior Specialist

BMO, Montreal, QC

Application Deadline: 06/23/2024Address: 105 rue St-Jacques OJob Family Group:Commercial Sales & ServiceCorporate Finance Team Overview:The Corporate Finance team within BMO Commercial Bank Canada, covers mainly private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $10,000,000 or more.Job OverviewThe Senior Director manages jointly with an Associate-Director a commercial lending portfolio, originate new clients and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships.Job Description:Develop his market by acquiring new clients. He will need to be constantly present in his market and works closely with center of influence to promote the organization.Participate in credit recommendations regarding risk, deal structure, and client requirements of new and existing clients. That is including working closely with Associate-Director who is paired with him to facilitate the annual review process, interim reviews, quarterly reports and resolution of exceptions.Manages the risk of the assigned complex portfolio in a timely and precise manner.Leads and executes business development plans for clients.Acts as a key contact to clients on credit related questions and develop strong relationship with clients.Research data to facilitate solution to the client's/prospect's business and needs.Coordinates service administration and processing ensuring client experience is seamless and opportunities are identified and met.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Conducts independent analysis and assessment to resolve strategic issues.Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Broader work or accountabilities may be assigned as needed. Qualifications: Seasoned professional with a combination of education, experience, and industry knowledge.Baccalaureate and/or Master or MBA degree (finance, accounting, economics, or related field) with a strong academic achievement and over 7 years of relevant experience.A CPA, CBV, CFA or other relevant professional designation or advanced degree, ongoing or completed, is an asset.Excellent analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis.Excellent computer literacy and technical skills as it relates to Microsoft Office applications (Excel, Word, PowerPoint).Excellent verbal & written communication skills in French and English.Excellent collaboration & team skills.Excellent negotiations skills with both clients and legal counsel.Strong organizational and collaboration skills with the ability to prioritize work and manage multiple tasks while meeting time sensitive deadlines.Solid market network establishedWe'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.Compensation and Benefits:$84 000,00 - $156 000,00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.